Old Billingsgate | Thursday 6 February

Welcome

Today's investment world has rarely experienced such a turbulent and sustained period of change and this uncertainty is set to continue. The 2020 ASI Global Investment Forum examined how demographic, geopolitical, economic and environmental forces will shape the investment landscape over the years to come and how these challenges can be turned into positive outcomes for investors and for society as a whole.

Hosted by the talented and witty Steph McGovern, the event explored the key investment themes that lie ahead. Our impressive line-up of presenters included ASI’s own internal experts and leading industry figures including British Astronaut, Tim Peake, distinguished current affairs journalist and broadcaster Andrew Neil, and Global Technology Futurist, Sophie Hackford.

Thank you for attending this flagship ASI event. We look forward to seeing you at the next one.

Keith Skeoch
Chief Executive Officer

CONTACT

Agenda

08:45 Registration
09:30 Opening address
Allison Donaldson, Global Head of Client Service
09:35 Chair's welcome
Steph McGovern, News Broadcaster
09:40 A new wave of investment leadership
Alex Hoctor-Duncan, Global Sales Director
10:00 Geo-political outlook for investors
Andrew Neil, Broadcaster and Journalist
10:40 Navigating the markets challenge
Richard Dunbar, Head of Multi-Asset Research, Stephanie Kelly, Senior Political Economist and Kamal Ahmed, Editorial Director of BBC News
Chaired by Steph McGovern, News Broadcaster
11:20 Break
11:40 Breakout sessions -
SESSION 1
New Active Equities
Devan Kaloo, Global Head of Equities and Head of Global Emerging Markets Equities
Emily Smart, Global Head of Product for Public Markets
Navigating the fixed income landscape
Craig MacDonald, Global Head of Fixed Income
Client Solutions in a complex world
Robert McKillop, Global Head of Product & Client Solutions
Russell Barlow, Global Head of Alternative Investment Strategies
A Brief History of Quantitative Investing: It’s a cooking class
Sean Phayre, Global Head of Quantitative Investment Strategies
SESSION 2
Multi-Asset solutions: diversification matters
Aymeric Forest, Global Head of Multi-Asset Investing
Mike Brooks, Head of Diversified Assets
Private Markets in a new world
Nalaka De Silva, Head of Private Markets Solutions
Key themes for Global Real Estate in 2020 and beyond
Anne Breen, Global Head of Investment Process and Strategy
Ensuring sustainability by harnessing diversity of thought
Lynne Connolly, Global Head of Diversity and Inclusion
Tinna Nielsen, Founder of ‘Move the Elephant’ and Behavioural Economist
Hosted by Kristy Barr, UK Distribution Director Key Accounts, Fergus McCarthy, UK Distribution Director Regional Accounts, Ken Tooze, UK Distribution Director - Institutional, Antony John, Head of UK Distribution and Neil Slater, Global Head of Real Estate and Deputy Head of Private Markets.
12:50 Lunch
13:50 Vision of the future
Sophie Hackford, Global Technology Futurist
14:15 An interview with...
Keith Skeoch, Chief Executive Officer
Interviewed by Steph McGovern, News Broadcaster
14:40 Breakout sessions -
SESSION 1
New Active Equities – the Evolution of Active Management
Devan Kaloo, Global Head of Equities and Head of Global Emerging Markets Equities
Emily Smart, Global Head of Product for Public Markets
Navigating the fixed income landscape
Craig MacDonald, Global Head of Fixed Income
Client Solutions in a complex world
Robert McKillop, Global Head of Product & Client Solutions
Russell Barlow, Global Head of Alternative Investment Strategies
A Brief History of Quantitative Investing: It’s a cooking class
Sean Phayre, Global Head of Quantitative Investment Strategies
SESSION 2
Multi-Asset solutions: diversification matters
Aymeric Forest, Global Head of Multi-Asset Investing
Mike Brooks, Head of Diversified Assets
Private Markets in a new world
Nalaka De Silva, Head of Private Markets Solutions
Key themes for Global Real Estate in 2020 and beyond
Anne Breen, Global Head of Investment Process and Strategy
Ensuring sustainability by harnessing diversity of thought
Lynne Connolly, Global Head of Diversity and Inclusion
Tinna Nielsen, Founder of ‘Move the Elephant’ and Behavioural Economist
Hosted by Kristy Barr, UK Distribution Director Key Accounts, Fergus McCarthy, UK Distribution Director Regional Accounts, Ken Tooze, UK Distribution Director - Institutional, Antony John, Head of UK Distribution and Neil Slater, Global Head of Real Estate and Deputy Head of Private Markets.
15:50 Break
16:10 Delivering a sustainable future
Amanda Young, Global Head of Responsible Investment
Jeremy Lawson, Chief Economist and Head of ASI's Research Institute
Thomas Walenta, Senior Investment Officer, Asian Infrastructure Investment Bank (AIIB)
Chaired by Archie Struthers, Global Head Investment Governance and Oversight
16:50 Keynote speaker
Major Tim Peake CMG, British Astronaut
17:20 Closing Remarks
Martin Gilbert, Chairman, and Campbell Fleming, Global Head of Distribution
17:45 Drinks Reception
19:00 Close

Speakers

Venue

Old Billingsgate

1 Old Billingsgate Walk
16 Lower Thames St
London EC3R 6DX

Website

Google maps

Travelling by tube & rail

Nearest tube Station
Monument (0.2 miles)
Travel directly to Monument by the District or Circle lines. Alternatively use the escalator from Bank (Northern, Waterloo & City lines and Docklands Light Railway).

Nearest Railway Stations
Cannon Street, London Bridge & Fenchurch Street (all 0.3 miles)

Eurostar
St Pancras International Station is the terminus for Eurostar rail services. From St Pancras International take the Northern Line to Bank.

Our Thinking

Climate change

Turning up the heat on tackling climate change
Read article
Investing in a Changing Climate
Read article
Going Green: A climate policy toolkit for investors
Read article
Strategic Asset Allocation: ESG's new frontier
Read article
Global Outlook October – ESG edition
Read article
Forces for change: dialling-up our integration of ESG into real estate
Read article

Global outlook

Global Outlook December
Read article

Media
Global Investment Forum Highlights
Investing for a better future
Steph McGovern, News Broadcaster
A new wave of investment leadership
Alex Hoctor-Duncan, Global Sales Director
Geo-political outlook for investors
Andrew Neil, Broadcaster and Journalist
Navigating the markets challenge
Richard Dunbar, Head of Multi-Asset Research
Navigating the markets challenge
Stephanie Kelly, Senior Political Economist
Diversity of thought
Lynne Connolly, Global Head of Diversity and Inclusion
Investing for a better future
Keith Skeoch, Chief Executive Officer
Delivering a sustainable future
Amanda Young, Global Head of Responsible Investment
Delivering a sustainable future
Thomas Walenta, Senior Investment Officer, Asian Infrastructure Investment Bank (AIIB)
Delivering a sustainable future
Jeremy Lawson, Chief Economist and Head of ASI's Research Institute
Adapting in the face of uncertainty
Tim Peake CMG, British Astronaut

Presentations

A Brief History of Quantitative Investing

Sean Phayre

Download presentation
Client Solutions in a complex world

Robert McKillop & Russell Barlow

Download presentation
Delivering a sustainable future

Amanda Young, Jeremy Lawson, Thomas Walenta & Archie Struthers

Download presentation
Key themes for Global Real Estate in 2020 and beyond

Anne Breen & Neil Slater

Download presentation
Multi-Asset solutions: diversification matters

Mike Brooks & Aymeric Forest

Download presentation
Navigating the fixed income landscape

Craig MacDonald

Download presentation
New active equities – the evolution of active management

Devan Kaloo & Emily Smart

Download presentation
Private Markets in a new world

Nalaka De Silva

Download presentation