September 11, 2019

The Refinitiv Lipper Alpha Expert Forum 2019

by Jake Moeller

The 14th Annual Refinitiv Lipper Alpha Expert Forum, one of the European mutual fund industry’s premier thought-leadership events, is being held again in London on November 7, 2019. Register here to attend.

We are proud to welcome some of the preeminent industry executives in Europe to share their views on key developments affecting the European mutual fund industry.

We have partnered with the Chartered Institute of Securities and Investment–the leading professional investment body in the U.K.–as our co-hosts, and you can register for the event via the form on the right of this page.

Key issues to be discussed:

  • How fund management groups are addressing the challenges and opportunities presented in a market of increasing regulation, diversity awareness, ESG growth, lower fee margins and changing product appetite by investors.
  • Popular trends of European fund flows in 2019 and assess what conclusions they hold as we move into the New Year.
  • How ETFs are continuing to evolve and grow market share.
  • How the significant market movers of 2019 might continue to shape the outlook into 2020 and what issues investors should consider for their New Year asset allocation decisions.

Agenda:

08:30 – 09:00: Registration and Breakfast

09:00 – 09:05: Welcome & Housekeeping

09:05 – 09:30: Presentation – The Fund Flow Trends of 2019

The examination of fund flows often paints an interesting picture of market dynamics. We examine the popular trends of European fund flows in 2019 and assess what conclusions they hold as we move into the New Year.

Presenters:

  • Detlef Glow – Head of Lipper EMEA Research, Refinitiv

09:30–10:15 Panel Discussion: Macro and Markets – The Outlook for 2020

2019 has been characterised by the US/ China trade war, a shift in interest rate dynamics and other increasing geopolitical tensions. Despite this, investors have witnessed decent returns across asset classes. Our popular macroeconomic panel examines how the significant market movers of 2019 might continue to shape the outlook into 2020 and considers what issues investors should assess as they make their New Year asset allocation decisions.

Panellists:

  • Patrick Armstrong–CIO, Plurimi Investment Managers
  • Andrew Milligan–Head of Global Strategy, Standard Life Aberdeen
  • Maria Municchi– Fund Manager, M&G Investments

Moderator: Jake Moeller – Head of Lipper UK & Ireland Research, Refinitiv

10:15 – 10:30: Coffee break

10:30 – 11:15: Panel Discussion – The Enduring Power of Passive and ETFs

This panel will look at the ongoing drivers of growth and innovation in the passive industry, evaluate the outlook for passive vehicles and examine how investors are beginning to shape the passive and ETF environment.

Panellists:

  • MJ Lytle–CEO, Tabula Investment Management
  • Hector McNeil–co-CEO and founder, HANetf
  • David Lake, CEO – Lyxor UK

Moderator: Detlef Glow – Head of Lipper EMEA Research, Refinitiv

11:15 – 12:00: Panel Discussion – Opportunities & Challenges Facing Fund Managers

This panel will consider how fund management groups are addressing the challenges and opportunities presented in a market of increasing regulation, diversity awareness, ESG growth, lower fee margins and changing product appetite by investors. How can fund groups stay relevant as we move into a new decade?

Panellists:

  • Jasper Berens–Head of Distribution, Artemis
  • Stephen Jones–Acting CEO, Kames Capital
  • Dawn Kendall–Managing Director, SQN Asset Management

Moderator: Jake Moeller – Head of Lipper UK & Ireland Research, Refinitiv

12:00 – 1:00: Networking Lunch

1:00pm: Event close

Register here.

The Panellists

Patrick Armstrong

Patrick is CIO and co-heads Plurimi Investment Management. Previously he was CIO at Armstrong Investment Managers, co-head of Insight Investment’s Multi-Asset Group and Director at UBS. Patrick has an MBA from the Rotman School of Management and is a CFA Charterholder.

 

Andrew Milligan

Andrew Milligan OBE joined Standard Life Investments (now Aberdeen Standard Investments) in 2000 as Global Investment Strategist before being appointed Head of Global Strategy in January 2001. Prior to that, he was employed by HM Treasury, followed by Lloyds Bank where he was an Economic Adviser, and Smith New Court as an International Economist. In 1994, he was appointed Chief Economist with New Japan Securities Europe. He then moved to Morley Fund Management (now Aviva Investors) in 1996 to take up the position of Director of Economic Research & Business Risk.

Maria Municchi

Maria Municchi joined M&G in 2009 and is a member of the Multi Asset team and the Positive Impact team. She is the fund manager of the M&G Sustainable Multi Asset Fund and also deputy fund manager of the M&G Episode Income Fund. Before joining M&G, Maria worked at Barings and UBS Asset Management. She has an MSc in international management and finance and is a CFA charterholder.

 

MJ Lytle

Michael John (“MJ”) Lytle is CEO of Tabula Investment Management. Previously MJ was a founding partner in Source, an investment manager focused on the creation and distribution of exchange traded funds, including a partnership with PIMCO to create and distribute a range of fixed income ETFs.  Source was purchased by Invesco in 2017.  Prior to Source, MJ spent 18 years at Morgan Stanley with a variety of roles across corporate finance, capital markets origination, trading, sales, equity, fixed Income, private wealth and technology strategy.  MJ has a BA in Economics and Government from Dartmouth College with further studies at the London School of Economics.

Hector McNeil

Hector is a veteran of the ETF industry, establishing Susquehanna’s ETF desk in Europe, before co-founding ETF Securities in 2005. In 2011, Hector founded Boost ETP with Nik which, in 2014, became WisdomTree Europe with Hector as co-CEO. Following the buyout of BoostETP by WisdomTree Europe in 2016, Hector stepped down as co-CEO to establish HANetf, with business partner Nik Bienkowski.

 

David Lake

David Lake joined Lyxor in 2017 from Source Asset Management, where he was Head of Sales, UK & Ireland since 2014. Prior to that, he was Head of Structured Product Sales, UK & Ireland at RBS Investment Bank from 2008 until 2013, after working as Head of Listed Product Sales UK, Ireland & Nordics for SG Corporate and Investment Banking since 2002. Before that, David held several positions as corporate finance analyst and investment analyst. He holds a BA in Philosophy and Mathematics (Honors) and a MSC in Mathematics from King’s College London.

Dawn Kendall

Dawn Kendall is the Managing Director of SQN Asset Management Ltd, the UK manager of the SQN Secured Income Fund. Previously Dawn was a Partner, Portfolio Manager and Member of the Executive Committee at TwentyFour Asset Management. She started her career at SG Warburg (now UBS) and has since held senior investment and management positions at Newton, Axa (Architas), and Investec Wealth & Investment.  Her primary specialism is management of fixed income funds with an extensive background in investment trusts, structured finance, product development, marketing, risk, derivatives and hedge funds.  She has a degree in Law and an MBA.

Jasper Berens

Jasper joined Artemis in October 2018 as Head of distribution, a partner and member of the executive. Jasper worked for JP Morgan Asset Management, latterly as Country Head (UK), for 20 years until March 2018. He is a member of the Financial Capability Board. He holds a BA(Hons) in History from the University of Bristol.

 

Stephen Jones

Stephen Jones, Chief Investment Officer Aegon Asset Management Europe and interim CEO of Kames Capital. He is responsible for investment performance, overseeing strategy and leading Kames Capital’s investment teams. Stephen also works with clients to help ensure Kames Capital is meeting its investment performance and service requirements. Stephen joined us in 2002 from Britannic Asset Management where he was an investment manager. Prior to that, he was an Executive Director and Head of Debt Syndication at Greenwich NatWest. Stephen studied Law and Economics at the University of Newcastle and has over 25 years’ industry experience.

Register here.

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