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All The Highlights From FundForum U.S. 2013
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Influential Asset Management CEOs
Influential Asset Management CEOs
Barry S. McInerney Co-Chief Executive Officer BMO GLOBAL ASSET MANAGEMENT
Bob Reynolds CEO Putnam Investments
Ted Truscott CEO, Global Asset Management COLUMBIA MANAGEMENT
Scott Powers CEO State Street Global Advisors
Key Gatekeepers & Fund Buyers
Key Gatekeepers & Fund Buyers
Paul Hatch Head Advice and Solutions, Wealth Management UBS WEALTH MANAGEMENT AMERICAS
Brad McMillan CIO COMMONWEALTH FINANCIAL
Eli Broverman Co Founder and COO BETTERMENT
James Austin Senior Vice President, Lead Investment Analyst, Global Manager Research WELLS FARGO WEALTH MANAGEMENT
New US & Global Thought Leadership
New US & Global Thought Leadership
Greg Davies Head Of Behavioural & Quantitative Investment Philosophy BARCLAYS WEALTH
Sebastian Dovey Managing Partner SCORPIO PARTNERSHIP
Greg Valliere Chief Political Strategist POTOMAC RESEARCH GROUP
Zachary Karabell Head of Global Strategy ENVESTNET
..
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Reviews

"I enjoyed the whole thing. The venue was fantastic. What I saw was well organized, thoughtful, and valuable."
Brad McMillan
CIOCOMMONWEALTH FINANCIAL
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Bryan Burke
Senior VP, Director of Retirement & InsuranceFederated Investors

FundForum USA's Key Business Benefits You Cannot Find Elsewhere

 

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Networking

Companies Attending FundForum USA 2014

  • ALFI (Association of the Luxembourg Fund Industry)
  • Allego
  • Alliance Bernstein
  • Allianz Global Investors
  • American Beacon
  • Anand Rathi Financial Services Ltd
  • Anton LeMieux Financial Group
  • Arendt & Medernach Llc
  • Arrow Partners
  • Atlanta Life Financial Group
  • AXA Investment Managers Inc
  • Bahrain Economic Development Board
  • Barclays Wealth
  • BD-Insider
  • Beamonte Investments
  • Behringer
  • Bell Investment Advisors
  • Bessemer Trust
  • Betterment
  • Bloomberg
  • BMO Global Asset Management
  • Brompton Asset Management
  • Brown Brothers Harriman
  • Calastone Inc.
  • Canid Asset Management
  • Casey Quirk
  • Cerulli Associates
  • Cetera
  • Cetera Financial Group
  • Clearbrook Global Advisors
  • Columbia Management
  • Commonwealth
  • Compass Group
  • Coredata
  • Create Research
  • Envestnet
  • Envision Financial Systems Inc
  • EPFR Global
  • Epoch Investment Partners
  • Ernst & Young
  • FIA
  • Fidelity Investments
  • FIS Group
  • Fortigent
  • Forward
  • Franklin Templeton
  • FS CAP
  • FSA
  • FUSE Research Network
  • Goliath Capital Management
  • Guggenheim Partners
  • Hamersley Partners
  • Hillside Advisors
  • HSBC
  • Ignites
  • incTANK
  • independent
  • ING Retirement
  • Investec
  • IPE International Publishers Ltd
  • Itcapital
  • John Hancock Asset Management
  • KPMG
  • Market News International
  • MassMutual Financial Group
  • MassMutual Retirement Services
  • Matthews Asia
  • MBMS
  • McLagen
  • Merrill Lynch
  • MFS Fund Distributors
  • "MML Investment Advisers, LLC
  • "
  • MML Investment Advisors
  • Money-Media – A Financial Times Company
  • Moody's Investors Service
  • Morgan Stanley
  • MSWM Relationship Management Group
  • Neuberger Berman
  • New York Life / MainStay Investments
  • New York Life Investment Management
  • Northern Trust Asset Management
  • Novitas Partners LLP
  • Oddo Asset Management
  • Old Mutual Asset Management
  • Oppenheimer Funds
  • Orchidee Advisory
  • Pacific Life
  • Pathfinder Capital
  • PineBridge Investments
  • PNC
  • Potomac Research group
  • Principal Global Investors
  • Prudential Investments
  • Putnam Investments
  • QES
  • Quantitative Equity Strategies LLC
  • Rainier Investment Management
  • Raymong James and Associates
  • RBC Wealth Management
  • Rockland Trust
  • Schroders
  • Schwab Centre for Financial Research
  • Schwartz LLC
  • Scorpio Partnership
  • SEI
  • Societe Generale
  • State Farm Insurance Company
  • State Farm VP Management Corp.
  • State Street Corporation
  • State Street Global Services
  • Stone Harbor Investment Partners
  • Sutherland Global Services
  • Sweetwater Investments
  • T Hayes Consulting, LLC
  • Taulung Shivapuri Saving & Credit Cooperative Ltd
  • Tessera Capital Partners
  • Teton Advisors
  • Touchstone Investments
  • UBS
  • UBS Financial Services
  • UBS Global Asset Management
  • Universal Investment
  • USAA
  • WE Family Office
  • Wellington Management Company Llp
  • Wells Fargo Wealth Management
  • Windham Capital Management
  • Z to A Ventures Llc

FundForum Blog

Jon Willis, Chief Commercial Officer of Calastone, explores the changing behaviour of investors and challenges the transfer industry to radically re-examine how it seeks to serve.

By Fred Ingham - Head of International Hedge Fund Investments, Neuberger Berman Alternative Investment Management   On May 2, 2013, the 10-year Treasury yield reached its year-to-date low of 1.63%, before going on rise to 3.04% by year end.  This led to a meaningful outflow from investment grade fixed income and conventional income generating strategies in…

As we quickly approach FundForum Middle East in Dubai this September, we get to know a little more about some of our key speakers with a brief word from Fred Ingram, Shawn Mato and Snehal Urankar, who will all be presenting at this years event in Dubai. The great rotation: from bonds into… FI…”liquid alternatives” SM…”global…

Danielle Press spoke at FundForum International 2014.  Hear more from her in our exclusive interview below, and read the full article beneath from Equip on driving Engagement. Despite the libraries of behavioural studies, there is really no mystery to consumer behaviour. Consumers respond to messages that resonate with them. What makes messages resonate is all…

By Jenny Adams, Editor In Chief, FundForum International jadams@icbi.co.uk @JenLoewiAdams @FundForum   What a buzz. With over 1200 delegates from over 45 countries,  240 top tier speakers, over 150 different sessions and facilitated engaged  conversation pieces, a new style agenda, more  tweets, more social media coverage and more participation than ever, FundForum just felt great. So…

By Jenny Adams, Editor In Chief, FundForum International jadams@icbi.co.uk @JenLoewiAdams @FundForum Industry Leaders Post-Event Action Plan Follow up from 2014: Urgent Themes for 2015 We asked 25 leading CEOs, CIOs and Fund Selectors: what should Asset Management do to deliver more value, justify higher fees and create a sustainable business model? Our participants, from Allan Pollack, CEO,…

The FundForum Day Two Round-Up Report The Synopsis FundForum Day Two focused on managing uncertainties and engaging clients. How does Asset Management, as an industry, can cope with hidden risks and prepare for new opportunities? The plenary sessions focused on 3 main challenges: 1) attracting long term savings, through what channels? with what vehicles ? 2)…

 The FundForum Day One Round-Up Report The Synopsis Day 1 at FundForum International 2014 addressed how the Asset Management industry positions itself in the value chain. Dr Ian Goldin, Professor at Oxford, and Vice Chair of the Commission for the future generations, challenged a panel of CEOs to respond to the critical issue of long…

 The Summit Day at FundForum Round-Up Report What were the main themes and discussion points arising from Summit Day at FundForum International 2014?  Watch our video round-up, and read more about the highlights of the day below, as we dissect the key points raised during the Summit. The Synopsis The Global Distribution Summit Day challenged…

FundForum International 2014 - Insights from Day Two: How can decision makers cope with uncertainties? How society can save more? How to attract those savings? Which channels? Are Ecommerce platforms a solution to access the new young generation for retirement plans? Goldman Sachs AM creates initiative to support women working projects around the world? How China sees…

For the first time at FundForum International this year, we are running Social Media Sandbox (aka Social Media Surgery) sessions, revolving around the issues on embedding Social Media into the Investment Management industry as everyday business tools. Andrew Walker, Tweetminster, and Jonathan Taylor, BNP Paribas, will be running four of these workshops next week.  Ahead…

By Matthijs Aler, COO Ohpen Ever since the Dutch King William launched the first investment fund, mutual distribution in continental Europa has known two channels: ‘institutional’ and ‘third party’. Not surprising that investment management firms are solely focused on these channels and all employees, next to the core of the investment management and product development…

Ahead of this year’s FundForum International, Editor In Chief Jenny Adams highlights what is new in 2014, and how you can get the most out of your time at this year’s conference. Remember you can follow all of the event coverage on Twitter by following @FundForum and/or using the #FFORUM14 hashtag. How should people prepare in advance for…

Written by Ian Goldin When asset managers invest in a particular company or asset, they do so in anticipation that the asset will enjoy positive performance over the coming years or indeed decades. It is therefore inherently in asset managers’ interest to build a bridge from the short to long term, for it is the…

Why is the future bright in Asian Asset management?  Will Asia be the engine of world growth?  We caught up with Roy Stockell, Ernst & Young, last year on FundForum TV to get an idea on what trends Ernst & Young are seeing in the Asia region. Roy told us that they firmly believe Growth will…

Jay Moore, Senior Vice President at Brown Brothers Harriman, who heads up the product development for foreign exchange at BBH, talks to FundForum TV about the presentation he gave at FundForum USA, centred on the Foreign Exchange Hedging Program, and Share Class Performance. You can find out more about upcoming FundForum events by visiting the…

At FundForum USA in 2013, we were joined by Greg Valliere, who has 30 years experience in fiscal and monetary policy, and politics.  Greg stops by to talk about the Debt Ceiling, Washington, Government Shutdowns, the implications of the 2016 Election, and why there will not be a new Tax Bill, Greg Valliere was speaking…

Fresh from a successful event in Dubai for FundForum Middle East 2013, check out all our photos from across the three days. Did you make the cut? For news on upcoming FundForum Global Series events, visit our website to see where you can join us next! Post by FundForum Global Series.

In the lead-up to FundForum Latin America in 2013, we got to know Andrea Cattaneo, Head Of Asset Manager Solution, Asset And Fund Services BNP Paribas Securities Services.   Why now more than ever emerging market asset managers are looking to UCITS to sell their products aboard? This is driven mainly by two factors. At the beginning…

By Erik L van Dijk, CEO/CIO Fresh from speaking at FundForum Middle East, Erik van Dijk, LMG Emerge, shares with us some research on the importance of the MENA region, even after the most recent index changes.   The most recent changes in the MSCI Indices were interesting ones, especially from a MENA point of view.…

  We catch up with two of the gatekeeper speakers from FundForum USA.   Meet Neal Simon, Highline Wealth Management, and Mattias Hagen, SEB.     What is the first thing you notice about an asset manager who walks into your office?       Neal Simon (NS) – “Their handshake” Mattias Hagen (MH) - ”If he/she is their also…

We are delighted to announce a new addition to the FundForum Global Series – introducing our brand new FundForum One-to-One Meetings. One-to-One meetings provide a brand new way for Asset Managers and Fund Selectors to connect and talk business via a more structured process. We understand that the most important part of your event experience…

Navin Baby is VP, Investments of one of Saudi Arabia’s leading business groups- Alturki; whilst Mark Watts has recently assumed the role of Head of Asset Management and CIO at NBAD. Both Navin and Mark spoke at the 2013 FundForum Middle East event.   Meet Navin Baby…   What is the first thing you notice about an…

Greg Valliere of Potomac Research Group reveals a few bites of what he addressed at FundForum USA  in 2013 during his ‘Washington Insider’ presentation: 1) The pace of Federal Reserve tapering: There are several factors — inflation, the jobless rate, global economic growth, etc. — that will determine the pace of Fed action this fall. One thing is…

After his presentation at FundForum International, Mark Mobius sat down with Baldwin Berges (BDInsider) and FundForumTV to discuss how a balance is required between domestic and foreign investors, the rise of pension and sovereign wealth funds, and how technology has influenced the younger generation to a far greater extent than a similar-aged generation of 50 years ago. Watch…

Did you hear THE “FundForum Message” on the Investment Industry at FundForum International this year?   Andrew Walker (Tweetminster) and Baldwin Berges (BD Insider) delivered a key session delving into how Social Media can add value creation to the Investment Industry. After an entertaining, and very interesting presentation to a full gallery of FundForum delegates, Andrew…

After presenting the FundForum Future-Leaser Address at FundForum International 2013,  Nilofer Merchant spoke with Baldwin Berges (BD-Insider) on FundForum TV, providing insights on how to create value in the Investment industry by using the new everyday online communication tools now available to all of us, and how they can connect us to a new generation in…

In the first of our ’60 Second Interview’ series we hear from domestic and international gatekeepers, Brad McMillan, CIO of Commonwealth Financial and Gabriel Garcia, Head Of Mutual Funds & Alternatives for UBS Americas.  Learn what it is that they notice about prospective managers, what their own fears are and where they see their business headed.  Brad and Gabriel will be…

Julius O. Akinyemi provides some fascinating insights into how technology is really opening up opportunities in developing markets, particularly within Africa.   Hear about how technology is breaking down those walls of seclusion and isolation, both in a geographical and educational level. Julius O. Akinyemi was speaking to FundForum TV as part of his participation…

Are Funds bought or sold?  We asked a variety of industry leaders at FundForum International what they thought, sparking an interesting variety of opinions!  Watch the full video below. To find out more about upcoming FundForum events, visit the FundForum Series website.

Written by Robert C. Doll, CFA, Chief Equity Strategist, Senior Portfolio Manager Bob Doll serves as a leading member of the equities investing team for Nuveen Asset Management, providing reasoned analysis through ongoing market commentary and equity portfolio management.  Bob will be speaking at FundForum USA later this year, one of the highlights of our Global Distribution…

We asked a selection Investment industry leaders what their thoughts were on Benchmarks.  Are they are good thing?  What picture do they paint for a particular market?  Are they a necessary evil?  We ask the question at FundForum International to get a feel for what the industry thinks. Interested in seeing more exclusive FundForum interviews…

FundForum International was delighted to have Dr Dambisa Moyo as a Keynote Speaker at this years event in Monaco.  Dr Moyo gave a presentation on China and Global Resources, examining who is going to control the world’s growth in the future. Dr Moyo joined us on FundForumTV after her Keynote Address to talk more with…

Written by Baldwin Berges, Partner, Silk Invest “I am a regular attendee of the FundForum International but this year there was something refreshingly different about the event.  This edition was more of an inspirational experience with new personalities that gave us lots of big ideas to think about. The content of this year’s event went well beyond…

At our recent FundForum International event in June, Sir Bob Geldof gave a brilliant keynote address on some of the challenges, and rewards, of investing in Africa; bringing home a clear message to the 800+ investment professionals in the room on why Africa is worth the risk. Sir Bob joined Baldwin Berges after his address…

Written by Mark Mobius, Executive Chairman, Templeton Emerging Markets Group. Probably the most important lesson learned during the time I’ve been investing is the need to take a long view.  In this day and age the speed of information and the volume of information are increasing at a rapid rate.  The pressure to react to the…

This year at FundForum International, Anat Bar-Gera joins us during the Global Growth summit, joining Julius O. Akinyemi, Liesbet Peeters and Anthony Stonefield in a discussion on transforming the entrepreneurship and business landscapes in emerging markets through technological innovation. Ahead of Anat’s participation at FundForum, we learn more about her work in Africa at the…

Nick Hungerford, CEO at Nutmeg, joined us at FundForum International in 2013, participating in a panel on emergent innovators for catering to the digital customer in investment management.  Nick tells us a bit about Nutmeg, and how it is revolutionising the customer’s experience in digital D2C advice Further information about the event can be found…

Christian Keller, MD at My Finance Coach, presented new research this year at FundForum International 2013 on Gen Y Education – Financial Education strategies for the next generation of customers.  Ahead of his participation in Monaco, we learn a bit more about the work My Finance Coach have been doing. When you left school did…

FundForum International 2013 was delighted to have Julius Akinyemi attend and speaking at the event.  Julius shares some of his thoughts on the capabilities of mobile technology, and how they can shape the industry in the future. By Julius Akinyemi –Entrepreneur in Resident – MIT Media Lab / Donald Gordon Innovation Fellow at University of Cape…

Leading behavioural finance academic Greg B. Davies, MD, Head of Behavioural and Quantitative Investment Philosophy at Barclays Wealth, was back this year at FundForum International speaking on the links between Investment Performance and Emotion, a key subject of Open Outcry. Some of you may no be aware that Greg is also an experimental composer, having recently co-creating the open…

Markus Hill shares some of his research with us on Private Label Funds.  Markus recently spoke at FundForum International, analysing the demand for boutique funds in Germany.    By Markus Hill, Independent Asset Management Consultant “What the farmer doesn’t know, he doesn’t eat” (German proverb). This old German proverb could also apply to certain investment…

Peter Ryan, CEO of The MicroLoan Foundation, speaks with us about his work in Microfinance.  Peter spoke recently in a session on Impact Investing at the 2013 FundForum International event. Like International Aid, Microfinance has come under fire recently, but Peter Ryan describes what to look for in a “good microfinance” organisation that develops small self- sustainable businesses…

Daniel Enskat and Robert Warren recently spoke at FundForum International 2013, delivering some great new research on re-branding Mutual Funds for Gen Y, and screening a showcase of some of the winning entries from a film competition run with the New York University’s Tisch School of the Arts.  See a snapshot of of what Daniel and Robert…

FundForum International 2013 was delighted to welcome Nick Rees, Absolute Return Partners, to this years event, where Nick will be spoke in the Global Distribution Summit.  Hear more about his endeavours to row across the Atlantic whilst managing money as part of his day job!       In December 2013, Nick Rees (37), a…

What Is (and Isn’t) Funny About Economics? Yoram Baumann PhD had the honour of launching the inaugural “Hair Of the Dog” Address at FundForum International 2013.  A California biding, left-wing libertarian  in love with comedy, economics and climate change, he is also “the world’s first and only stand-up economist”.  Not many economists have shared the…

Join at FundForum for the… Global Growth Summit on New Emerging & Frontier Opportunities 24th June 2013, just before the FundForum International Main Conference 25-27th June 2013, Monaco The global growth story is now more amazing than ever! With new game changers rising up from every corner of the globe, especially the in the emerging…

What is the Big Ideas Thinktank? We asked you what were the Big Ideas In Asset Management that you wanted to explore (above and beyond all the insights from the CEOs and Fund Selectors that we know and love that attend FundForum International). From SRI and Impact Investing to Financial Inclusion to the Impact Of…

Lessons for Fund Management – Have you noticed that “Social” is usually followed by the word “Media”?    That suggests that the Social phenomenon is limited to marketing, or sales and the stuff on the periphery of how we work.  With a social media approach, organizations are using social stuff to make only incremental adjustments…

So this is what everyone is talking about… Over 850 of the most senior fund management leaders, portfolio managers, CIOs, heads of fund selection, product, risk and distribution from around the world have already confirmed their attendance at the world’s flagship fund management event. Over 220+ renowned experts, innovators and thought-leaders are busy preparing 80+…

Ahead of their participation next week for FundForum Asia 2013, Brown Brothers Harriman (BBH) share some insights on Funds in Asia.  FundForum Asia begins next week in Hong Kong. Written by Margeret McCarthy and Jimmie Ng It is a well-known fact that Asian fund markets vary substantially in terms of regulatory requirements, culture and investor…

It is a great pleasure to have Azran Osman-Rani, CEO of Air Asia X, speaking at FundForum Asia 2013.  Ahead of the conference, we spoke with Azran in a Twitterview (an interview over Twitter) about his current challenges as CEO of Air Asia X. and what he is looking forward to as a at FundForum…

Morocco is one of the emerging Asset Management industries in the MENA and African region.  Whilst at the MENA Investment Management Forum (MIMF), Baldwin Berges caught up with Rihab Jalal, Chief of Staff at BMCE Asset Management. Rihab provides insight into Morocco’s rapidly growing Asset Management industry, and BMCE’s push to further expand in the MENA…

During FundForum USA 2012 last October in Boston, keynote speakers Avi Nachmany, Strategic Insight, and Roland Meerdter, Propinquity Advisor, stepped aside for a chat about the evolution of the Investment Management industry. Watch as Avi Nachmany looks back on how the Investment industry has evolved, and explains his 5 key points for the Fund Management industry going…

Where does new media technology fit into the Investment Management industry?  What are some of the fears preventing Social Media from being integrated into everyday industry practises, and why are these concerns misguided?  How can digital media add value to Investment Managers around the world, and bring them closer to their clients? During the recent…

Check out all the event photos from this years MIMF (MENA Investment Management Forum) event in Doha!  Where you at the event?  Did you make the cut? You can find out more about FundForum events by CLICKING HERE  

During the recent FundForum event in Singapore, Gerard DeBenedetto took some time from his busy schedule to speak with Stewart Aldcroft, Senior Advisor, Citi Investment Services.  Gerard outlines AZ Investment Management, his “slightly unusual” Fund Management business in the China, which he runs amongst the complicated regulatory environment in China; explains the current plight of the Fund Management industry…

Baldwin Berges, Managing Partner at Silk Invest, will be speaking at the upcoming MIMF (MENA Investment Management) conference, running 11 – 14 November 2012, Grand Hyatt Doha, Qatar.  Ahead of his presentation in Doha, Baldwin and Silk Invest share their article on Qatar’s strong position in the market.   Looking at Qatar, we noticed a healthy…

During the recent FundForum USA event in Boston, keynote speaker Cynthia Steer, Executive Vice President, Head of Manager Research and Investment Solutions at BNY Mellon, spoke with Shiv Taneja, Managing Director at Cerulli Associates, about Frontier Markets and Asset firms going cross-border, both the basis of Cynthia’s presentations at FundForum USA. To find out more about the FundForum…

At the recent FundForum USA event, held in Boston this past October, we asked some leading industry experts where they saw the biggest challenges facing the US Investment Management Industry going forward. To find out more about the FundForum Global Series, CLICK HERE to visit the website UPCOMING FUNDFORUM EVENTS – MIMF (MENA Investment Management…

During a recent FundForum event, we asked a number of industry leaders what they saw as the greatest challenges facing the Fund Management community. You can find out more about FundForum events by CLICKING HERE UPCOMING EVENTS ON THE FUNDFORUM CALENDER MIMF (MENA Investment Management Forum -Formerly FundForum Middle East) FundForum Latin America

Ahead of the MENA Investment Management Forum (MIMF) this November,  we get to know some of the key speakers at the event, in a series of short 30 Second interviews.  In this edition, Charlie Barlow, Bank of Singapore, tells us a bit about himself and the industry. You can hear more from Charlie Barlow at…

Written by Baldwin Berges  Ahead of FundForum USA this October, Baldwin Berges, Managing Partner at Silk Invest, a regular attendee and keynote speaker at FundForum events, discusses why there are advantages to being online as a Fund Manager.  You can read further articles from Baldwin at the BD-Insider. Many businesses in the financial industry are held back…

The MENA Investment Management Forum (MIMF) is quickly approaching, with the event commencing on November 11th  at the Grand Hyatt in Doha. You can expect to mix with 100+ CEOs, CIOs, Heads of Wealth Management, Heads of Asset Management and Institutional Investors, with over 60 Plenary & Workstream sessions, in excess of 300 delegates, more than 25 Fund…

Written by Seb Dovey, Scorpio Partnership.  Seb is a regular keynote speaker at FundForum Events. The world of wealth and wealth management is a hot topic. It has been a hot topic for more than a decade. Some might not have thought that possible.  The interesting question is why. Typically, an article of this kind would follow the…

Industry leader Richard Garland, Managing Director at Investec Asset Management, interviews some leading Fund Selectors at FundForum International, discussing Best Ideas Funds with Lee Freeman-Shor; Emerging Markets as an Asset class with Mussie Kidane; and asking Jean-Francois Hautemulle to expand on his stance about the “death of open architecture”. To find out more about FundForum…

How is new technology impacting the way banks and financial institutions interact with, and distribute to their customers and clients? In an exclusively filmed panel discussion, as part of the FundForum Best Ideas Breakfast Club series, Christophe Langlois, Founder of Visible Banking, moderates a discussion on Digital Innovation for Online Distribution to Customers. Joining Christophe…

Marc Lansonneur  Societe Generale Private Banking             (Asia Pacific) Hugh Young Aberdeen Asset Management PLC Marc Lansonneur and Hugh Young spoke to us earlier this year ahead of one of our FundForum events. Tell us something which we don’t know about yourself. Marc Lansonneur -  ”probably because of my strong team sports background…

Whilst at FundForum International 2012, Javier Marin, Head of Private Banking  Asset Management at Banco Santander, stopped by for a chat with Sophie van Straelen, President, Asterias. Javier explained how Banco Santander has one of the largest retail network in the world with the majority of its revenues outside Spain.  The Euro crisis is an issue for…

Marvin Zonis, Professor at the University of Chicago, shared with us his views on a “new political order”: OPEC is the big winner and will continue to get passively richer. Watch out the political alliance between China and Russia. Europe is going right to the cliff. The new expansion in gas extraction in the US…

Get to know two leading industry figures, both of whom spoke at FundForum events earlier in 2012 Nasir A Kausar Managing Director Infinity Partners Timothy LoManaging DirectorICI Investor Services Tell us something which we don’t know about yourself Nasir -  ”Nasir Kausar, Pakistani-italian, have been in Singapore since 1995. love to play squash and golf, am multi-lingual and present Italian football…

Kathryn Koch will be speaking at MIMF (MENA Investment Management Forum), running 11 – 14 November 2012, Grand Hyatt Doha, Qatar.  To find out more about MIMF, you can visit the website by clicking here. Following her keynote address in the Emerging Markets summit at FundForum International 2012, Kathryn Koch, Portfolio Strategist at Goldman Sachs, spoke…

FundForum International was honoured to have Mark Mobius in attendance in 2012, where he was a keynote speaker, presenting on the global economic backdrop to the changing balance of wealth and power in developed and developing markets. Following his well received address at FundForum International 2012, Daniel Enskat caught up with Mark Mobius to talk…

Written by Sophie van Straelen At a time of difficult investments decisions, some panels and speakers expressed their concerns on static asset allocation. Morten Nilsson has 20 years experience in the financial sector and was a Vice President and Head of International Operations at ATP, the Danish Pension Fund.  He opened a plan in the…

Dr. Thomas Rüschen speaks with Sophie van Straelen (President, Asterias), at FundForum International 2012, discussing DWS Investment’s present approach to distribution amidst the current challenging times in the sector.   You can find out more about FundForum International by clicking here to visit the website.

Written by Sophie van Straelen FundForum International was again an occasion for the asset management sector to share hopes, new trends, as well as concerns on the future of their sector.  Globalization, regulation, diversification and rationalization were the main themes at FundForum International 2012. About leadership: Most CEOs on stage recognized the poor level of…

Written by Sophie van Straelen FundForum International in 2012 is the place to rethink the asset management model.  Globalization, impact of the regulation and rationalization of the industry were the key themes for manager.  Investment managers were exploring ways to protect their portfolios at a difficult time, as well as looking at other sources of…

Written by Roland Van Den Brink This week I spoke to a pension fund which just invested $60 mln in China.  They gave me the following arguments: the renminbi lowers our euro risk, and according to our analyses bonds, high yield and equity are fairly priced. Actually, some categories and sectors seems attractive. What struck…

Written by Sophie van Straelen Once a year, the most prestigious CEOs in asset management attend FundForum International.  Such an event provides a unique opportunity to listen to key decision -makers, at a time where there are so many The key topics addressed that I believe are crucial:  uncertainties on the future of asset management, FundForum…

Written by Kathryn Koch Ahead of her keynote address at MENA Investment Management Forum (MIMF) this November, Kathryn Koch, Managing Director and Senior Portfolio Strategist, Goldman Sachs Asset Management, shares her insights on emerging markets. It is Time to Redefine Emerging Markets Brazil, Russia, India, China, Mexico, South Korea, Turkey and Indonesia: apart from being exotic vacation…

Written by Mike Judith Ahead of June’s FundForum International 2012, Mike Judith, Vice President, DNB Asset Management S.A wrote about how investors can also generate an attractive return in volatile periods.   Expertise makes the difference If you had invested in “DNB Technology”, a globally-invested long only equity fund in the TMT universe, at inception in…

Written by Roland Meerdter, Managing Director & Founder, Propinquity Advisors LLC  Roland Meerdter shares with us an interesting perspective on the role of language in Asset Management.  Roland regularly speaks at FundForum events, and and in 2012 spoke at FundForum Asia, FundForum International, and FundForum USA.   The Subtlety of Language in the Art of War (originally…

Written by Greg B Davies and Arnaud de Servigny Ahead of FundForum International this June in Monaco, Greg B Davies, Barclays – Wealth and Investment Management, and Arnaud de Servigny, Deutshe Bank Private Wealth Management, share some research on behavioural investment management. Behavioral Investment Management To construct an optimal portfolio for any investor requires knowledge of…

By Jenny Adams, Programme Director, FundForum International Each year, FundForum International is an event where the leaders of asset management and fund distribution gather, and so the critical issues facing the mutual fund industry follow, taking them to task.  With clouds of uncertainty around the global economy, matched by the certainty of more rigorous regulation, hear…

Who Will Provide Asset Management Leadership on Credible Long Term Savings Products?  Is The Industry Even Capable Of Creating Such Fundamental Change From Within? With public sector pension strikes about pensions and long term savings failures throughout Europe, the crisis in long-term savings is gradually coming to a head – it’s amazing the anger is…

  John Calamos Sr presented the guest thought leadership address at FundForum Asia 2012, looking at opportunity and volatility and the evolution of global investing: 1970 – today (you can view the presentation in it’s entirety via the video above) Calamos, whose experience goes as far back as the ‘70s, said: “One thing for sure is…

By Kalpana Fitzpatrick This year’s FundForum Asia, which took place at the Shangri-La Hotel in one of Asia’s prime locations – Hong Kong, proved just as popular as the previous year, with well over 500 delegates in attendance Summit Day With a mixed bag of investor types, the event kicked off with the Asian Fund Selection…

By Kalpana Fitzpatrick Having the right business model is essential when it comes to succeeding in Asia, according to high profile industry players. Speaking at the FundForum Asia in Hong Kong, a panel of CEOs told delegates, that profitability would not come easy and that certain parts of Asia were not easy to crack. Grant…

By Kalpana Fitzpatrick Asian fund managers lack ambition and need to step up their act if they are to become true global players. A panel session, at FundForum Asia in Hong Kong, heard that Asian fund managers lack ambition, and it was time for them to make their minds up on whether they wanted to…

Written by Kalpana Fitzpatrick The Asian mutual fund business appears to be in a state of decline, according to research from Cerulli Associates.  Speaking at the Fund Forum Asia 2012 in Hong Kong, the research firm revealed that assets under management for mutual funds have declined by 10% in Asia, and that the industry could…

By Kalpana Fitzpatrick The current global economic climate will see fund managers work harder to find the right opportunities over the next few years. Speaking ahead of the Fund Forum Asia, taking place in Hong Kong next week, Diana Choyleva, director at Lombard Street Research, said it was not easy for fund managers at the…

Written By Dr. Michael Hasenstab, senior vice president, portfolio manager and co-director of the international bond department for Franklin Templeton Fixed Income Group.   (Franklin Templeton Investments will be represented at FundForum Asia 2012 by Kent Shepherd, Senior Vice President, Portfolio Manager, and Mark Browning, Managing Director, Asia.) Waves from Europe won’t sink Asia Europe…

By Kalpana Fitzpatrick The mutual fund space in Asia is set to escalate and fund managers must work harder to tap into the growing high net worth client base. Speaking ahead of the FundForum International, taking place in Monaco next week, Sebastian Dovey, managing partner at Scorpio Partnership, a global wealth management consultancy, said there…

In the lead-up to FundForum Asia 2012, Ben Simpfendorfer, Author of The Silk Road, explores the rise of Asia’s middle-class.  Ben will be a guest speaker at FundForum Asia  in 2012, presenting South-South Links: Will These Be Driving Global Growth In The Future, in The Emerging Markets Summit, 12:20pm, Monday 23rd April. The rise of Asia’s…

Written by Daniel Enskat Daniel Enskat will be speaking at FundForum Latin America 2012 - 27 – 29 November 2012, Tivoli São Paulo – Mofarrej, Brazil Brazil takes the lead: Net cash flows, M&A, Joint Ventures and Latin America Opportunities One of the central themes in my latest book, State of the Asset Management Industry – Latin America,…

In the run-in to FundForum Asia 2012, we spend  some time getting to know some of the speakers you can see in Hong Kong this April. In this first edition, we speak with Navtej Nandra and Tony Archer… Navtej Nandra Head Morgan Stanely Investment Management International Tony Archer Managing Director Asia Pacific American Century Investments…

Written by Eleanor Laverty  The FundForum Global Series is pleased to introduce its sixth member, the FundForum Wealth Management & Private Banking, focusing upon the opportunities and challenges that lie within the growing space of the Asian wealth management industry. The research for the event has revealed some interesting trends.  Perhaps of foremost concern to Asian…

      The FundForum International 2012  Programme is just about to hit your desks, and there is much to look forward to in Monaco this year.  You can expect to learn from 200 top-flight speakers, including over 100 who are brand new for 2012.  So who will be giving you inspirational insights at FundForum International…

This article was written by Roland J. Meerdter, Founder and Managing Director of Propinquity Advisors.  Roland will be speaking at FundForum USA 2012  Whose Client is it Anyway? Larry Fink is advising investors in general and his clients in particular to own 100% equities.  Clearly the man who was instrumental in building a 3.3 trillion dollar asset manager on the foundation…

The Latest Research From FundForum USA 2012  The world is in flux for the asset manager’s and 2012 may be the year that the industry will wake up to this change.   All in all, mutual funds have been a remarkably resilient business and the competition coming from ETFs, alternative products and other investment vehicles…

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