The IA Annual Conference 2023

The IA Annual Conference 2023

Please use appropriate discount code based on your membership tier*: 

• Full Member: IACONF23FULL | Free to attend

• Affiliate, Sector, AREF, Engine Member: IACONF23AFF | £95 + VAT

*To check your member status, please visit our Members Directory

After a decade of sustained growth, the last 12 months have marked a pivotal moment for the investment management industry. As the war in Ukraine continues to have a profound human and economic impact, so too does the impact of the cost-of-living crisis, climate change, and the UK’s evolving relationship with the European Union and beyond on our industry.

This year’s conference will encourage participants to consider how the UK-based investment management industry should now adapt to the changing world and stay globally competitive, and how firm’s can succeed in an uncertain political and economic environment. Whether responding to the changing needs of investors, utilising new technology and pushing innovation, adapting to the UK’s new place in the world and new investment opportunities, or simply staying current across a rapidly changing regulatory environment, the scale and pace of change facing the industry is both a challenge and an opportunity for all.

The UK is a global centre for excellence in investment management and this year’s conference offers a chance to explore how to make the most of that position. With keynote speeches from leading industry figures at the global, regional, and domestic level, this year’s conference will provide a platform for up to 600 participants from across the industry to exchange knowledge, insights, and experiences and network with colleagues, policymakers, and regulators alike.

Join us at our flagship event, featuring:

• Up to 600 IA members in attendance
• Hear from the FCA, IOSCO, UK Policy makers and industry leaders
• Engage with exhibitors from across the investment management industry
• Meet our new Engine innovators of Cohort 6
• The biggest IA event in the annual calendar, hosted by Daisy McAndrew

• 09:00 – Registration, networking and breakfast

  09:30 – Welcome & housekeeping

  Daisy McAndrew, Journalist

  09:35 – Opening remarks

  Patrick Thomson, CEO EMEA, J.P. Morgan Asset Management & IA Chair

  09:45 – Innovation in Investment Management: Engine pitch one

  09:50 – Keynote: Investment Management as a people business

  10:05 – Panel: Supporting changing investor expectations

  Moderator: Karen Northey, Director – Corporate Affairs, The Investment Association 

  • Charles Prideaux, Group Head of Strategy & Solutions, Schroders Investment Management Ltd
  • Marcello Arona, CEO, AXA Investment Managers UK
  • Holly Mackay, CEO & Founder, Boring Money
  • Dawn Hyams, Head of Investor Insight & Governance, Wisdom Council
  • Richard Wilson, CEO – Personal Wealth, Abrdn & Founder of Interactive Investor

  10:45 – Innovation in Investment Management: Engine pitch two

  10:50 – Networking break

  11:25 – Innovation in Investment Management: Engine pitch three

  11:30 – Panel: Embracing innovation and utilising new technology

  Moderator: Jonathan Lipkin, Director – Policy, Strategy & Innovation, The Investment Association 

  • Ben Lucas, CEO, Amundi Technology 
  • Nina Jones, Head of Adviser Experience, Fidelity International
  • Oliver Bilal, Head of EMEA Distribution, Invesco
  • Euan Munro, CEO, Newton Investment Management 

  12:10 – Keynote: The UK as a home for innovation in financial services

  12:30 – Lunch & networking break

  13:40 – Innovation in Investment Management: Engine pitch four

  13:45 – Keynote: The Labour Perspective on Financial Services

  Tulip Siddiq, Shadow Economic Secretary to the Treasury 

  14:00 – The Global Economic Outlook

  Karen Ward, Chief Market Strategist, JP Morgan Asset Management

  14:15 – Panel: Supporting clients in a globally uncertain world

  Moderator: Jack Knight, Deputy CEO, The Investment Association 

  • Joseph Pinto, CEO, M&G Asset Management 
  • Stephen Cohen, CEO EMEA, Blackrock
  • Marie Dzanis, CEO, Northern Trust
  • Ashok Bhatia, Director for Europe, International Monetary Fund

  14:55 – Sponsor presentation

  15:10 – Networking break

  15:30 – Innovation in Investment Management: Engine pitch five

  15:35 – Keynote 3

  Martin Moloney, Secretary General of IOSCO

  15:50 – Panel: Meeting the regulatory agenda

  Moderator: Chris Cummings, Chief Executive, The Investment Association 

  • Martin Moloney, Secretary General, IOSCO
  • Camille Blackburn, Director of Wholesale and Buyside, FCA
  • Thoreau Bartmann, Co-Chief Counsel of Asset Management Division, SEC
  • Alain Deckers, Head of Unit Asset management, DG FISMA, European Commission

  16:30 – Closing remarks

  Chris Cummings, Chief Executive, The Investment Association

  16:35 – Networking drinks reception