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 10 - Wednesday

8:00 am

Registration & Networking Breakfast

9:00 am

Opening Remarks

9:15 am

Geopolitical Gyrations: Shifting Alliances, Renegotiated Trade Deals and Upheaval in the Post-War World Order

9:30 am

The Outlook for Global Markets in 2019 and Beyond

Speakers:

  • Tina Fordham

    Managing Director, Chief Global Political Analyst, Citi

10:00 am

Brexit and the City: Estimating the Impact of Britain's Divorce with the EU on the UK's Business and Finance Community

10:20 am

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

The Saudi Stock Exchange Tadawul had an impressive 74% 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:

10:40 am

Networking Break

11:00 am

MiFID II: Regulation & Investment Outlook

11:30 am

The Rapid Growth of Private Credit in Europe

Moderator:

Speakers:

11:55 am

The State of Global Credit Markets

Speakers:

  • Luis Mayans

    Vice-President and Head of Private Debt  Europe, CDPQ London

12:30 pm

Networking Lunch

1:45 pm

Presentation

1:55 pm

Spotlight on Technology

2:20 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, utilizing technology and partnering with startups to better serve this cohort.

Speakers:

2:50 pm

Afternoon Networking Break

3:15 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 synthesize 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. This panel discusses what the next wave of innovation holds, and what can be done to build confidence in technologies that are already remaking the markets.

Speakers:

  • Robert Barnes

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

  • Mathew Berger

    Global Head of Fixed Income and Commodities, Jane Street

3:45 pm

Populism, Protectionism and the Markets

4:15 pm

Closing Remarks

4:30 pm

Closing Reception

October 11 - Thursday

8:15 am

Registration & Networking Breakfast

9:00 am

Opening Remarks

9:15 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:

  • Bryon Lake

    Managing Director, Head of International ETFs, JP Morgan

9:45 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

  • Rory Tobin

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

  • Arnaud Llinas

    Head of ETF and Indexing, Lyxor Asset Management

  • Michael O'Sullivan

    Managing Director & CIO, International Wealth Management , Credit Suisse

10:15 am

Institutional ETF Trading: Changing Perceptions about Liquidity

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:

10:25 am

Coffee Break

10:45 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:

  • Keshava Shastry

    Managing Director, Head of Capital Markets, Deutsche Asset Management

11:15 am

One-on-one Interview: Fixed Income ETF

Moderator:

11:35 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:

  • Isabelle Bourcier

    Head of Quantitative and Index Management, BNP PARIBAS Asset Management

  • Lars Kalbreier

    Chief Investment Officer Wealth Management, Managing Director, Vontobel Wealth Management

12:05 pm

Global Data Spotlight: The Road to Transparency

Presenter:

12:15 pm

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:

12:45 pm

Closing Remarks

12:50 pm

Event Concludes

Speakers

Tina Fordham

Citi Managing Director, Chief Global Political Analyst

Erik Schatzker

Bloomberg Editor-at-Large

Sarah Al-Suhaimi

Tadawul Chairperson

Tony Ressler

Ares Management Co-Founder and Executive Chairman

Michael Arougheti

Ares Management Director, Co-Founder, CEO and President

Luis Mayans

CDPQ London Vice-President and Head of Private Debt  Europe

Fabrizio Campelli

Deutsche Bank Wealth Management Global Head

Cathy Gibson

Royal London Asset Management Head of Dealing

Robert Barnes

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

Mathew Berger

Jane Street Global Head of Fixed Income and Commodities

Yakob Peterseil

Bloomberg News Editor, ETFs Brief

Bryon Lake

JP Morgan Managing Director, Head of International ETFs

William Hobbs

Barclays Head of Investment Strategy

Wei Li

BlackRock Head of EMEA iShares Investment Strategy

Dani Burger

Bloomberg Markets Reporter

Dan Draper

Invesco Managing Director and Global Head of ETFs

Rory Tobin

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

Arnaud Llinas

Lyxor Asset Management Head of ETF and Indexing

Michael O'Sullivan

Credit Suisse Managing Director & CIO, International Wealth Management

Slawomir Rzeszotko

Jane Street Head of Institutional Sales & Trading, Europe

Will Hadfield

Bloomberg Market Structure Reporter

Keshava Shastry

Deutsche Asset Management Managing Director, Head of Capital Markets

Carmen González-Calatayud

HSBC Global Asset Management Director, Senior Product Specialist

Isabelle Bourcier

BNP PARIBAS Asset Management Head of Quantitative and Index Management

Lars Kalbreier

Vontobel Wealth Management Chief Investment Officer Wealth Management, Managing Director

Akiko Itano

Bloomberg Global Data Senior ETF Analyst

Tom Psarofagis

Bloomberg Intelligence ETF Analyst

James Bevan

CCLA Investment Management CIO

Deborah Yang

MSCI Managing Director, Global Head of ESG Index

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 New York 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.