June 5, 2017

Lipper European Fund Selector Forum 2017

by Chena Ohanele

Where experts and influencers gather.

The fund selection landscape is growing, dynamic and increasingly, high profile component of the European financial services industry. Our third annual Lipper European Fund Selector Forum offers a unique opportunity to gather with colleagues to examine current and evolving trends, evaluate critical industry touch points and consider the potential impact of the macro environment for portfolio management.

Register here

Event information:

Date Tuesday, 11 July 2017

Time 8.30AM – 1PM

Location Thomson Reuters Building, 30 South Colonnade, London E145EP

We are proud to partner this event with the Chartered Institute of Securities and Investments.

Agenda:

8:30 – 9:00am Registration and networking
9:00 – 9:30am Presentation: Fund Flows and Product Trends in Europe & the UK

There have been considerable events for investors to digest over the last year. Examining investors’ product and asset class preference reveal how they are dealing with a complex and fluid market.
Presented by: Detlef Glow – Head of Lipper EMEA Research, Thomson Reuters and Jake Moeller – Head of Lipper UK & Ireland Research, Thomson Reuters

9:30 – 10:15am The Art (and Science) of Fund Selection

Fund selectors have been gaining increasing prominence as their roles become recognized more as an integral part of the broader financial services industry. At the same time, proposed regulatory reforms place their roles under the spotlight for this value chain. This panel will discuss their selection process, what makes a good fund investment, and how they maintain their standards of due diligence in a complex and changing funds market.

Panelists:

Mona Shah – Head of Collective Investments , Rathbones
Dr. Nisha Long – Head of Cross Border Investment Research, CityWire
Victoria Hasler – Head of Research, Square Mile Investment Consulting
Moderator: Lawrence Gosling – Founding Editor, Investment Week
10:15 – 10:35am Coffee break

10:35 – 11:20am Funds, Portfolio Construction and the Macro Environment

Selecting funds is the building block of portfolio construction. This panel discusses the roles funds play in a portfolio; the challenges posed by the current macro environment, and examines positioning and opportunities in the current macro environment.

Panelists:

James Klempster – Head of Investment Management, Momentum Global Investment Management
Will McIntosh-Whyte – Investment Manager, Rathbones
Peter Elston – CIO, Seneca Investment Managers
Moderator: Jake Moeller – Head of Lipper UK and Ireland Research, Thomson Reuters

11:20 – 12:05pm Future Trends in Fund Selection

As with many other industries, fund selectors are being both enabled and challenged by changes in technology and fund distribution models. This panel examines some of the key issues faced by gatekeepers in this changing environment and how the fund selection industry might evolve.

Panelists:

Albert Reiter – Founder and CEO of e-fundresearch.com, Data GmbH and investRFP.com
Rob Sanders – Co-Founder DOOR Ventures
Andrew MacFarlane – Investment Director, Fundhouse
Moderator: Lawrence Gosling – Founding Editor, Investment Week
12:05 – 12:10pm Event Close
12:10 – 1:00pm Lunch

Register today

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