Asset Management Conference
Thursday, March 26, 2020
March
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Overview AgendaWhy Attend

Overview

Martin Flanagan, President & CEO of Invesco, will deliver keynote address

US asset managers have been stymied by low or negative organic growth rates over the last decade. As we enter a new decade, firms are evolving their strategies to both defend market share in existing businesses and take advantage of potential growth opportunities in new asset classes and new regions.

Set against a backdrop of increasingly uncertain markets, firms are keeping a keen watch on a few key sources of disruption – increasing client expectations, bursts of market volatility and geopolitical instability – while also keeping an eye on the looming risk of a credit cycle downturn.  

Moody’s 11th Annual Asset Management Conference will explore how changing customer behaviors, low interest rates, demographics and rapid technological change are magnifying growth challenges and opening new growth opportunities for US asset managers.

The conference will provide a platform to network and to hold critical conversations in an increasingly complex global landscape. This is a must-attend event for those who want to prepare for the next decade of growth.

Who should attend?

The conference is for senior-level investors, risk managers, analysts and issuers.

Registration for this event is required, and is subject to approval.

<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:

»   Neil 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

»   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:

»   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:

»   Neil 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

»   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:

»   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

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

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

Moody's Events

Emma Grant

Associate - MIS Events and Outreach

Global Marketing & Events

Office: 212.553.6025

emma.grant-non-empl@moodys.com