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Senior Delegates Virtual Roundtable

19th Jan - 21st Jan 2021
Zoom
Virtual Event
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About

This members only meeting, taking place virtually this year, is a peer-to-peer gathering for Senior Delegates of the European Institutional Investor and European Alternative Investments Institutes. The agenda balances a combination of poignant macro topics with strategic business development issues, including effective management of the sales and marketing operations. Annual benchmarking surveys are conducted, proprietary research is released, and ample time is allocated for social activities. 

Advisory Board

Ian Shea, SVP, EMEA Business Development, Acadian Asset Management
Gavin Scott, Partner, Baillie Gifford Investment Management
Steven Edgley, Head of Institutional, Europe, Fidelity International
Richard Bentefour, Head of Marketing North Region, Continental Europe, Fidelity International
Matthew Williams, Head of Institutional EMEA, Franklin Templeton

Mohit Pandya, Head of Institutions, UK and Europe, Lazard Asset Management
John Howland-Jackson, Chief Executive Officer, Nikko Asset Management Europe Ltd
Peter Ball, Managing Director, Head of EMEA Marketing and Client Relations, Nomura
Peter Preisler, Managing Director, Head of Europe & Africa, Oaktree Capital Management

Sarah McMullen, Principal, PGIM Fixed Income
Ben Tisdale, Director, Prelude Capital
John-Gee Grant, Head of International Distribution and Global Consultant Relations, QMA, a PGIM Company
Anne-Sophie Girault, Head of European Distribution, RBC Global Asset Management

Members of the European Institutional Investor or the European Alternative Investments Institutes may contribute to the summit programme. If you would like to help shape this year's meeting, please contact Esosa Evbuomwan. 

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Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.


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Agenda
  • Tuesday January 19
  • Thursday January 21
  • 2:00 PM - 2:30 PM

    What Role Can Sales Play in Marketing Digital Transition?

    Introduction and Panel Discussion

  • 2:30 PM - 3:00 PM

    Think Tanks

  • 2:30 PM - 3:00 PM

    Firms under $100 billion AUM

    Think Tank 1

  • 2:30 PM - 3:00 PM

    Firms $100 - $250 billion AUM

    Think Tank 2

  • 2:30 PM - 3:00 PM

    Firms &250 billion AUM+

    Think Tank 3

  • 3:00 PM - 3:30 PM

    You Can't 'Bump' into a Prospect Online: Using Digital Tools to Generate New Leads

    Plenary Panel

  • 3:30 PM - 4:00 PM

    Think Tanks

  • 3:30 PM - 4:00 PM

    Firms under $100 billion AUM

    Think Tank 1

  • 3:30 PM - 4:00 PM

    Firms $100 - $250 billion AUM

    Think Tank 2

  • 3:30 PM - 4:00 PM

    Firms $250 billion AUM+

    Think Tank 3

  • 10:00 AM - 10:30 AM

    Doing More with Less: Creating Sales Focus in an Age of Restraint

    Plenary Panel

  • 10:30 AM - 11:00 AM

    Think Tanks

  • 10:30 AM - 11:00 AM

    Firms under $100 billion AUM

    Think Tank 1

  • 10:30 AM - 11:00 AM

    Firms $100 - $250 billion AUM

    Think Tank 2

  • 10:30 AM - 11:00 AM

    Firms $250 billion AUM+

    Think Tank 3

  • 11:00 AM - 11:30 AM

    Just How Differentiated Is My Firm?

    Plenary Panel

  • 11:30 AM - 11:55 AM

    Discussion Topic: Does Differentiation Matter?

    Discussion Group

  • 11:55 AM - 12:00 PM

    Closing Remarks

Attendees

Last year, we welcomed 60 senior delegates from the below asset management firms. For your invitation to the 2021 summit, please contact Stefanie Sables.

Aberdeen Standard Investments
AllianceBernstein
Amundi Asset Management
Baillie Gifford & Co
Barings
BlackRock
BMO Global Asset Management
BNY Mellon Asset Management
Brandes Investment Partners
BrightSphere Investment Group
Candriam
Capital Group
CFM

Cohen & Steers
Columbia Threadneedle Investments
Dimensional Fund Advisors
DWS
Eastspring Investment
Eaton Vance Management
EJF Capital
Fayez Sarofim & Co.
Fidelity International
Franklin Templeton
Fullerton Fund Management Company
GCM Grosvenor
Gobal Evolution

Invesco Asset Management
Janus Henderson Investors
Lazard 
M&G
Manulife Investment Management
MetLife Investment Management
Morgan Stanley Investment Management
Natixis Investment Managers
Neuberger Berman
Nikko Asset Management
Nomura Asset Management UK Ltd
Oaktree Capital Management
PGIM

PGIM Fixed Income
Pictet Asset Management
Platinum Asset Management
Principal Global Investors
QMA, a PGIM Company
RBC Global Asset Management 
Robeco Investment Management
Schroders
Thornburg Investment Management
Union Investment
Value Partners
Virtus Investment Partners
Wells Fargo Asset Management

Contact

For more information or general enquiry, please contact:

Nouri Verghese

Director
+44 (0) 207 303 1750
Nouri.Verghese@iilondon.com

For Asset Managers interested in membership opportunity, please contact:

Stefanie Sables

Head of Sales
+44 (0) 207 303 1712
ssables@iilondon.com