Asset Management Conference
Thursday, March 26, 2020
March
Cancelled
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Overview AgendaWhy AttendSpeakers

Overview

After careful consideration, we have decided to cancel this event.

We have taken this decision to facilitate the widest possible participation of the audience profile (ie senior investors, issuers and intermediaries, actuaries, risk practitioners, etc.) who were due to attend this event.

We apologize for the disruption to your schedule but are confident that this decision best aligns with the needs of our conference participants.

Additionally, please reach out if you would like to be connected to an expert, who would be happy to speak with you on your topic of interest.

Please let me know if you have any questions, or if we can be of further assistance.

<div class="credit-themes-container dynamic"><div class="custom-fa-wrapper"><div class="custom-item-holder"><div class="custom-icon-fa"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Discover</h1><p class="custom-item-para alt white">Discover the key industry risks that investors will need to focus on in the late stages of an extended business cycle</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Meet</h1><p class="custom-item-para alt white">Meet industry experts, senior executives, and Moody’s analysts for engaging thought leadership and unparalleled peer networking</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Discuss</h1><p class="custom-item-para alt white">Discuss the biggest challenges facing the asset management industry today and in the future</p></div></div></div></div>

Agenda

8:00 AM Registration & Breakfast

9:00 AM Welcome Remarks

»   Marc Pinto, Managing Director – Financial Institutions Group, Moody’s Investors Service

9:20 AM Moody’s Address: State of the Credit Markets

»   Atsi Sheth, Managing Director, Credit Strategy, Moody’s Investors Service

10:00 AM   Keynote Address: The Future of Asset Management

Our keynote speaker, Martin Flanagan, CEO of Invesco, will address the following topics:

  • Where will the fundamental shifts in the industry come from?
  • What competitive advantages should asset managers watch out for?
  • What are the unmissable industry trends of 2020?
  • What role will technology play in the successes and failures in the industry?

Moderator:

»   Neal Epstein, Vice President – Senior Credit Officer – Financial Institutions, Moody’s Investors Service

Speakers:

»   Martin Flanagan, President and Chief Executive Officer, Invesco

10:45 AM Networking Break

11:00 AM     Panel Discussion: Gold Rush in China?

The panel will debate the prospects for foreign asset managers in China

  • Will China be the next 'gold rush' for the asset management industry?
  • How should foreign asset managers position to best leverage opportunities?
  • Will geopolitical risks trump the growth opportunity?

Moderator:

»   Vanessa Robert, Vice President – Senior Credit Officer – Financial Institutions, Moody’s Investors Service

Speakers:

»   Brendan Ahern, Chief Investment Officer, Kraneshares

»   Ju-Hon Kwek, Partner, McKinsey & Company

»   Guang Yang, Executive Chairman, President &CEO, Brightsphere Investment Group

11:45 AM     ESG Spotlight: John Streur, CEO, Calvert Research & Management

John Streur shares his view on whether ESG investigating is the next big secular trend in asset management. He will address the following:

  • What are the growth expectations over the next five years and what's underpinning it?
  • What are the roadblocks to greater participation?
  • What are the misperceptions of ESG investing?

Moderator:

»   Stephen Tu, Vice President – Senior Credit Officer – Financial Institutions, Moody’s Investors Service

Speakers:

»   John Streur, Chief Executive Officer, Calvert Research & Management

12:30 PM     Panel Discussion: The Retirement Market

What factors will reshape the retirement market?  What role will lower-for-longer interest rate environment and increasing life expectancy play?

  • What will the retirement solutions of the future look like?
  • What skills and capabilities will firms need to compete in this market?
  • Will there be disruptions to watch out for?

Moderator:

»   Rokhaya Cisse, Assistant Vice President – Analyst – Financial Institutions, Moody’s Investors Service

Speakers:

»   Joshua Cohen, CFA, Managing Director, Head of Institutional Defined Contribution, PGIM Institutional Relationship Group

»   Kevin Barry, President of Workplace Investing, Fidelity Investments

»   Will Coleman, Head of Global Retirement and Strategic Partner Firms, Legg Mason

»   Avi Nachmany, Co-Founder, Strategic Insight

1:15 PM Closing Remarks

»   Marc Pinto, Managing Director – Financial Institutions Group, Moody’s Investors Service

1:20 PM Conference Concludes

1:25 PM Leveraging CreditEdge Strategies to Find Alpha Across Markets

Join this 1-hour Lunch & Learn session for an overview of Moody’s Analytics CreditEdge and its applications for asset management

  • How spreads respond to changes in credit metrics over time
  • Bond strategies based on pricing model residuals
  • Why credit risk metrics can generate alpha as part of systematic equity strategies

»     Presented by Samuel Malone, Ph.D., Senior Director, Quantitative Research, Credit Risk Analytics, Moody’s Analytics

Agenda

8:00 AM Registration & Breakfast

9:00 AM Welcome Remarks

»   Marc Pinto, Managing Director – Financial Institutions Group, Moody’s Investors Service

9:20 AM Moody’s Address: State of the Credit Markets

»   Atsi Sheth, Managing Director, Credit Strategy, Moody’s Investors Service

10:00 AM   Keynote Address: The Future of Asset Management

Our keynote speaker, Martin Flanagan, CEO of Invesco, will address the following topics:

Moderator:

»   Neal Epstein, Vice President – Senior Credit Officer – Financial Institutions, Moody’s Investors Service

Speakers:

»   Martin Flanagan, President and Chief Executive Officer, Invesco

10:45 AM Networking Break

11:00 AM     Panel Discussion: Gold Rush in China?

The panel will debate the prospects for foreign asset managers in China

Moderator:

»   Vanessa Robert, Vice President – Senior Credit Officer – Financial Institutions, Moody’s Investors Service

Speakers:

»   Brendan Ahern, Chief Investment Officer, Kraneshares

»   Ju-Hon Kwek, Partner, McKinsey & Company

»   Guang Yang, Executive Chairman, President &CEO, Brightsphere Investment Group

11:45 AM     ESG Spotlight: John Streur, CEO, Calvert Research & Management

John Streur shares his view on whether ESG investigating is the next big secular trend in asset management. He will address the following:

Moderator:

»   Stephen Tu, Vice President – Senior Credit Officer – Financial Institutions, Moody’s Investors Service

Speakers:

»   John Streur, Chief Executive Officer, Calvert Research & Management

12:30 PM     Panel Discussion: The Retirement Market

What factors will reshape the retirement market?  What role will lower-for-longer interest rate environment and increasing life expectancy play?

Moderator:

»   Rokhaya Cisse, Assistant Vice President – Analyst – Financial Institutions, Moody’s Investors Service

Speakers:

»   Joshua Cohen, CFA, Managing Director, Head of Institutional Defined Contribution, PGIM Institutional Relationship Group

»   Kevin Barry, President of Workplace Investing, Fidelity Investments

»   Will Coleman, Head of Global Retirement and Strategic Partner Firms, Legg Mason

»   Avi Nachmany, Co-Founder, Strategic Insight

1:15 PM Closing Remarks

»   Marc Pinto, Managing Director – Financial Institutions Group, Moody’s Investors Service

1:20 PM Conference Concludes

1:25 PM Leveraging CreditEdge Strategies to Find Alpha Across Markets

Join this 1-hour Lunch & Learn session for an overview of Moody’s Analytics CreditEdge and its applications for asset management

»     Presented by Samuel Malone, Ph.D., Senior Director, Quantitative Research, Credit Risk Analytics, Moody’s Analytics

Speakers

Featured Speakers

Martin L. Flanagan CFA, CPA
President and Chief Executive Officer

Guest Speaker

Invesco Ltd. USA

Guest Speaker

Invesco Ltd. USA

President and Chief Executive Officer
Martin L. Flanagan CFA, CPA
William Coleman
Managing Director, Head of Global Retirement and Strategic Partner Firms

Guest Speaker

Legg Mason

Guest Speaker

Legg Mason

Managing Director, Head of Global Retirement and Strategic Partner Firms
William Coleman
John Streur
President & Chief Executive Officer

Guest Speaker

Calvert Research & Management

Guest Speaker

Calvert Research & Management

President & Chief Executive Officer
John Streur
Kevin Barry
President of Workplace Investing

Guest Speaker

Fidelity Investments

Guest Speaker

Fidelity Investments

President of Workplace Investing
Kevin Barry
Avi Nachmany
Co-Founder

Guest Speaker

Strategic Insight

Guest Speaker

Strategic Insight

Co-Founder
Avi Nachmany
Joshua Cohen
Managing Director, Head of Institutional Defined Contribution

Guest Speaker

PGIM Institutional Relationship Group

Guest Speaker

PGIM Institutional Relationship Group

Managing Director, Head of Institutional Defined Contribution
Joshua Cohen
Guang Yang
Executive Chairman, President, and Chief Executive Officer

Guest Speaker

BrightSphere Investment Group

Guest Speaker

BrightSphere Investment Group

Executive Chairman, President, and Chief Executive Officer
Guang Yang
Brendan Ahern
Chief Investment Officer

Moody's Investors Service

KraneShares

Moody's Investors Service

KraneShares

Chief Investment Officer
Brendan Ahern

Moody's Speakers

Marc R. Pinto, CFA
Managing Director - Americas Insurance, Global Funds & Asset Management

Moody's Investors Service

Moody's Investors Service

Managing Director - Americas Insurance, Global Funds & Asset Management
Marc R. Pinto, CFA
Atsi Sheth
Managing Director - Credit Strategy, Credit Strategy & Standards

Moody's Investors Service

Moody's Investors Service

Managing Director - Credit Strategy, Credit Strategy & Standards
Atsi Sheth
Neal M. Epstein, CFA
Vice President - Senior Credit Officer, Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Vice President - Senior Credit Officer, Financial Institutions Group
Neal M. Epstein, CFA
Vanessa Robert
Vice President - Senior Credit Officer Funds & Asset Management

Moody's Investors Service

Moody's Investors Service

Vice President - Senior Credit Officer Funds & Asset Management
Vanessa Robert
Rokhaya Cissé, CFA
Assistant Vice President - Analyst - Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Assistant Vice President - Analyst - Financial Institutions Group
Rokhaya Cissé, CFA

Moody's Events

Emma Grant

Associate - MIS Events and Outreach

Global Marketing & Events

Office: 212.553.6025

emma.grant-non-empl@moodys.com