CEO's, COO's and Heads of Distribution from asset management with an interest in addressing current and future trends affecting their own businesses and the industry as a whole. This division hosts two events a year that are a full day of strategic engagement and run from breakfast through to early evening drinks. The lay out of the agenda means you can choose the parts of the day that are most suited to your strategic discipline.
The format is a blend of pre-researched roundtables, keynote speakers and networking, both structured and unstructured.
There are many benefits to attending such an event including access to:
- Get your finger on the pulse in terms of what is keeping your competitors up at night
- Share best (and worst) practice with your peers
- A platform to work through the key challenges facing your business and find ways to drive change forward
The event attracts a high calibre of participants who are selected by invitation only.
If you would like to find out more about these events, do please call John Hall on 01483 861 334 or email him at email@example.com.
- 19 Sep 2019
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London
A Meeting of Minds Asset Management brings together the CEOs, the COOs and the Strategic Distribution Heads within the UK asset management community for a half day of strategic discussion. With so much disruption sweeping through the industry – be it tech, regulatory, evolving business models, competing for a different talent base – and that is before we talk about investment performance, geopolitical uncertainty and disruptive new entrants - sitting at the top of all this is not an easy or particularly comfortable place to be.
Findings from Asset Management
Summary includes reference to the US where baby boomers hold 80% of net wealth, baby boomers continue to be risk-adverse and hold large amounts of cash, ongoing dependencies, challenges of paying for long term care and confirmation bias.
Asset ManagementAsset ManagementAlternativesBehavioursBondsBrandBusiness ModelClientCommoditiesEmerging MarketsEngagementExperienceInvestmentsJourneyMacro TrendsOnboardingReal EstateReputationalRiskSecurityTechnologyTrends
Main concerns for D2C clients right now include the potential for a stock market crash, DB transfers and the impact of regulation and tech.
This topic included the D2C model, issues around increased brand management, product white labelling, and outsourcing.