10-11 October 2018 | London

Bloomberg Invest London

Utilizing Bloomberg’s unparalleled global data, analysis and news resources, Bloomberg Invest London engages thought-provoking people in finance, economics, and markets to tackle the most complicated issues head-on, helping institutional investors make profitable decisions in 2018 and beyond.

October 9 - Tuesday

8:15 am

Registration and Networking

9:00 am

Opening Remarks

9:20 am

The Outlook for Global Markets in 2019 and Beyond

Market stability persisted in 2018, despite shifting geopolitical alliances, upended trade deals and disruption in the post-war world order. What factors will have the biggest impact on the rest of this year, 2019 and beyond?

Moderator:

Speakers:

  • Tina Fordham

    Managing Director, Chief Global Political Analyst, Citi

  • Richard Turnill

    Managing Director, Global Chief Investment Strategist, BlackRock

  • Karen Ward

    Managing Director, Chief Market Strategist, EMEA, J.P. Morgan Asset Management

9:50 am

Brexit and the City: Implications for the Financial Sector

Our panel discusses the changing state of Brexit negotiations and considers how various scenarios could impact business and the City.

Moderator:

Speakers:

  • Michele Gesualdi

    Chief Investment Officer, Kairos Investment Management

  • Gina Miller

    Co-Founder, SCM Direct; Transparency Campaigner

  • Barnabas Reynolds

    Partner, Head of the Global Financial Institutions Advisory & Financial Regulatory Group, Shearman & Sterling

10:20 am

Globalisation, Reform & Growth: The New Face of Middle East Capital Markets

The Saudi Stock Exchange Tadawul had a 74 percent jump in revenue year-over-year, as reforms designed to increase liquidity and relaxed rules attracted foreign investors. Chair Sarah Al Suhaimi outlines her plan to sustain that momentum and grow interest in Middle East capital markets.

Moderator:

Speaker:

10:45 am

Networking Break

11:05 am

MiFID II: Life After Implementation

Nearly a year on from the rollout of MiFID II, the effect of these regulatory changes is still being assessed. Our panel examines the impact from both a buy-side and sell-side perspective.

Moderator:

Speakers:

  • Stephen Hanks

    Markets Policy Manager, Financial Conduct Authority (FCA)

  • Alan Miller

    Co-Founder and Chief Investment Officer, SCM Direct

  • Jamal Tarazi

    Director of European Business Development, Hudson River Trading (HRT)

11:35 am

Teamwork at the Top: Ares' Outlook for Direct Lending in Europe

Ares Management Executive Chairman Tony Ressler and CEO and President Michael Arougheti sit down with Bloomberg’s Erik Schatzker for a rare joint interview on the growth of their direct lending business in Europe.

Moderator:

Speakers:

12:00 pm

The Next Frontier in Private Markets: Credit

Our panel explains where private credit fits into the fixed income landscape, and why there has been so much growth, in terms of both supply and demand, for this asset class.

Moderator:

Speakers:

  • Nicole Downer

    Managing Partner and Head of Investor Relations, MV Credit

  • Dwight Scott

    Senior Managing Director, President, Blackstone, GSO Capital Partners

12:30 pm

Networking Lunch

2:00 pm

Presentation: Getting Your Core in Shape

Regulation, technology and evolving client needs are prompting a re-think of asset allocation. This session reveals a recently published framework on evolving portfolio construction practices and how indexing strategies are poised to have a greater role at the core of portfolios.

Presenter:

2:15 pm

Millennial Wealth: Investing in a New Generation

As the oldest millennials approach their fortieth birthday, financial institutions must adapt their businesses to appeal to a new generation of investors. This conversation focuses on the products and services the millennial investor values and how financial institutions are incorporating new strategies, utilising technology and partnering with startups to better serve this cohort.

Moderator:

  • Jason Kelly

    New York Bureau Chief; Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

Speaker:

2:40 pm

The Future of Trading: Building Public Confidence in Faster, Digitally Dominated Markets

Technology is rapidly changing the financial landscape, as information moves faster and more efficiently than ever before, and analytics enable investors to synthesise previously unfathomable amounts of data with a single keystroke. As equity and bond trading moves onto electronic platforms, prices have becoming more transparent and bid-ask spreads reduced. What will the next wave of innovation hold, and what can be done to build confidence in technologies that are already remaking the markets?

Moderator:

  • Jason Kelly

    New York Bureau Chief; Co-Anchor Bloomberg Businessweek, Bloomberg Television and Radio

Speakers:

  • Robert Barnes

    Global Head of Primary Markets; CEO, London Stock Exchange Group; Turquoise

  • Matthew Berger

    Global Head of Fixed Income and Commodities, Jane Street

  • Cathy Gibson

    Head of Dealing, Royal London Asset Management

3:10 pm

Afternoon Networking Break

3:30 pm

Populism, Protectionism and Economic Nationalism's Impact on the Markets

Former White House Chief Strategist Stephen K. Bannon sits down with Bloomberg Editor-in-Chief John Micklethwait to discuss the growing support for populist and nationalist parties in Europe, and the effect of this constituency on the continent’s financial markets, economies and the future of globalisation.

Moderator:

Speaker:

3:55 pm

Making the Public Case for Globalism and Open Markets

How can defenders of the rules-based order redefine the globalization debate? On the heels of a tour of the American Deep South for his BBC2 documentary ‘Travels in Trumpland,’ Former Shadow Chancellor Ed Balls sits down with Bloomberg Editor-in-Chief John Micklethwait for a conversation on why the case for globalisation is so difficult to make with voters.

Moderator:

Speaker:

4:20 pm

Closing Remarks

Speaker:

4:30 pm

Closing Reception

October 11 - Thursday

8:15 am

Registration & Networking Breakfast

9:00 am

Opening Remarks

Host:

9:05 am

ETF Investing During the Return of Volatility

With central banks tightening liquidity, trade tensions cropping up, and a weakening synchronized global growth story, the period of just buying simple market-cap ETFs may be coming to an end. How can investor use passive vehicles to navigate the changing tide? Should they avoid volatility ETFs or use them as a hedge? Should they try to time the market through ETFs based on the economic cycle? Are currency-hedging ETFs dead? Or will rising turbulence usher in a flight back to active management?

Moderator:

Speakers:

  • William Hobbs

    Chief Investment Officer, Barclays Investment Solutions, Barclays UK

  • Bryon Lake

    Managing Director, Head of International ETFs, JP Morgan

  • Wei Li

    Head of EMEA iShares Investment Strategy, BlackRock

9:35 am

Are ETFs the Silver Bullet for Investors?

ETFs have been increasingly used as buy-and-hold funds by institutional investors. Should they be used as tools for tactical asset allocations as well as trading instruments? Should investors use ETFs rather than futures contracts to avoid rolling costs, or ETFs to avoid liquidity issues in markets like fixed income? This panel debates the pros and cons of the ETF phenomenon as a smart investment for the long term.

Moderator:

Speakers:

  • Dan Draper

    Managing Director and Global Head of ETFs, Invesco

  • Michael O'Sullivan

    Managing Director & CIO, International Wealth Management , Credit Suisse

  • Rory Tobin

    Executive Vice President, Global Head of SPDR ETFs, State Street Global Advisors

10:10 am

Institutional ETF Trading: Liquidity Improving, Trade Sizes Growing

This session will introduce the results of Risk.net’s second annual ETF trading survey, which captures feedback from nearly 300 buyside traders from institutions globally. How are institutional traders changing their perception of ETF liquidity and how are they executing ETF trades? This year’s report also puts a spotlight on MiFID II and its impact on trading and liquidity.

Presenter:

10:20 am

Networking Break

10:40 am

Why is European ETF trading so far behind the US?

MiFID II brought transparency on trading, a move that many hoped would fuel ETF growth in Europe. Most ETF trading on this side of the Atlantic takes place between institutions on off-exchange venues. Europe has the infrastructure for ETF trading to take off, but relatively muted interest from institutional and retail investors alike. What could make this change? And who is afraid of systematic internalisers?

Moderator:

Speakers:

11:15 am

Smart Beta and Factor Based ETFs

Smart-beta has made life difficult for stock pickers but it has yet to compete with bond managers, whose active funds have avoided outflows. Will factors become as big a thing in the fixed income side as equity? Would investors use factor based ETFs as alternatives to traditional active investment strategies?

Moderator:

Speakers:

11:45 am

Global Data Spotlight: The Road to Transparency

Presenter:

11:50 am

Investor Outlook on Theme ETFs: Next Big Thing or Fad?

ETFs are well known for efficient diversification – blockchain, marijuana and robots are all a part of the ETF universe now. Do theme ETFs actually make sense as part of a portfolio and what sector and country ETFs might have higher concentration risk? How do you evaluate a theme ETF for its value, and how durable are these themes likely to be over the long term?

Moderator:

Speakers:

12:15 pm

In Conversation with AXA IM Global Head of Fixed Income Hans Stoter

Interviewer:

Speaker:

  • Hans Stoter

    Global Head of Fixed Income & Interim Global Head of Multi-Asset Client Solutions, AXA IM

12:35 pm

Closing Remarks

Host:

12:40 pm

Networking Lunch

1:30 pm

Event Concludes

Speakers

Sarah Al-Suhaimi

Chairperson Tadawul

Michael Arougheti

Director, Co-Founder, CEO and President Ares Management

Ed Balls

Former Shadow Chancellor

Stephen K. Bannon

Former White House Chief Strategist and CEO of Trump campaign

Robert Barnes

Global Head of Primary Markets; CEO London Stock Exchange Group; Turquoise

Matthew Berger

Global Head of Fixed Income and Commodities Jane Street

James Bevan

CIO CCLA Investment Management

Isabelle Bourcier

Head of Quantitative and Index Management BNP Paribas Asset Management

Dani Burger

Reporter Bloomberg TV and Radio

Fabrizio Campelli

Global Head Deutsche Bank Wealth Management

Andrew Craswell

Senior Vice President Brown Brothers Harriman & Co

Nicole Downer

Managing Partner and Head of Investor Relations MV Credit

Dan Draper

Managing Director and Global Head of ETFs Invesco

Anna Edwards

Anchor Bloomberg Television

Tina Fordham

Managing Director, Chief Global Political Analyst Citi

Michele Gesualdi

Chief Investment Officer Kairos Investment Management

Cathy Gibson

Head of Dealing Royal London Asset Management

Carmen González-Calatayud

Director, Senior Product Specialist HSBC Global Asset Management

Will Hadfield

Market Structure Reporter Bloomberg

Stephen Hanks

Markets Policy Manager Financial Conduct Authority (FCA)

William Hobbs

Chief Investment Officer Barclays Investment Solutions, Barclays UK

Akiko Itano

Senior ETF Analyst Bloomberg Global Data

Lars Kalbreier

Chief Investment Officer Wealth Management, Managing Director Vontobel Wealth Management

Vitali Kalesnik

Partner Research Affiliates

Jason Kelly

New York Bureau Chief; Co-Anchor Bloomberg Businessweek Bloomberg Television and Radio

Bryon Lake

Managing Director, Head of International ETFs JP Morgan

Justina Lee

Reporter Bloomberg

Wei Li

Head of EMEA iShares Investment Strategy BlackRock

David Merritt

Senior Executive Editor, EMEA Bloomberg

Christopher Meyers

Institutional Trader Flow Traders

John Micklethwait

Editor-in-Chief Bloomberg

Alan Miller

Co-Founder and Chief Investment Officer SCM Direct

Gina Miller

Co-Founder SCM Direct; Transparency Campaigner

Michael O'Sullivan

Managing Director & CIO, International Wealth Management Credit Suisse

Yakob Peterseil

Editor, ETFs Brief Bloomberg News

Athanasios Psarofagis

EMEA ETF Analyst Bloomberg Intelligence

Tony Ressler

Co-Founder and Executive Chairman Ares Management

Barnabas Reynolds

Partner, Head of the Global Financial Institutions Advisory & Financial Regulatory Group Shearman & Sterling

Slawomir Rzeszotko

Head of Institutional Sales & Trading, Europe Jane Street

Erik Schatzker

Editor-at-Large Bloomberg

Dwight Scott

Senior Managing Director, President Blackstone, GSO Capital Partners

Lorraine Sereyjol-Garros

Global Head of Sales ETF BNP Paribas Asset Management

Keshava Shastry

Managing Director, Head of Capital Markets Deutsche Asset Management

Fergus Slinger

Managing Director iShares EMEA BlackRock

Hans Stoter

Global Head of Fixed Income & Interim Global Head of Multi-Asset Client Solutions AXA IM

Jamal Tarazi

Director of European Business Development Hudson River Trading (HRT)

Rory Tobin

Executive Vice President, Global Head of SPDR ETFs State Street Global Advisors

Richard Turnill

Managing Director, Global Chief Investment Strategist BlackRock

Karen Ward

Managing Director, Chief Market Strategist, EMEA J.P. Morgan Asset Management

Deborah Yang

Managing Director, Global Head of ESG Index MSCI

Founding Sponsor

iShares by BlackRock

BlackRock helps investors build better financial futures.  As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals.  As of June 30, 2018, the firm managed approximately $6.3 trillion in assets on behalf of investors worldwide.

iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes.  With over 800 funds globally across multiple asset classes and strategies and more than $1.8 trillion in assets under management as of June 30, 2018, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views.  iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm1.

For additional information on BlackRock, please visit www.blackrock.com | Twitter: @blackrock | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock.

1Based on $6.3 trillion in AUM as of 6/30/18

Jane Street

Jane Street is a global trading firm and liquidity provider with a unique focus on technology and collaborative problem solving.  In 2017 we traded $5.6 trillion across all products, including ETFs, equities, futures, options, and bonds.  With offices in New York, London, and Hong Kong, we trade over $6.5B of ETFs on a daily basis, and we are registered market makers in 90 of the top 100 most-traded ETF options.   As a leading liquidity provider, we commit our own capital to help institutional clients trade at competitive prices while minimizing information leakage.  We excel at navigating complex markets – even during periods of dislocation and volatility.   For more information on our offering, visit www.janestreet.com/institutional.

Check out some of the best moments from the Bloomberg Invest London 2018 event.

Buy side Week – London

Join us this autumn for BuySide Week in London, our annual event held exclusively for Bloomberg’s buy-side community. Hear from industry thought leaders on the latest investment opportunities, technology, regulation and the ETF market, and connect with Bloomberg’s product and market specialists as they demonstrate our latest solutions.  Bloomberg Invest London is part of  this broader BuySide initiative.   Through a combination of expert panels and one-on-one interviews with thought-provoking people in finance, economics, and markets in Europe and beyond, Bloomberg Invest London will tackle the challenges and the opportunities inherent in this booming market.

Click here for the complete BuySide Week agenda.
Click here to request an invite for BuySide Week.