07:00 - 09:00 09:00 - 10:00 10:05 - 10:45 10.50 - 11.30 11:35 - 12:15 12:15 14:00
Breakfast Conference session 3 Fund Group Workshop Fund Group Workshop Fund Group Workshop Buffet Lunch Event close
Friday, 17 September
All timings in CET
08:00 - 09:00 09:00 - 09:10 09:10 - 10:10 10:15 - 10:55 11:00 - 11:40 11:45 - 12:25 12:25 - 13:40 13:45 - 14:45 14:50 - 15:30 15:35 - 16:15 16:20 - 17:00 17:05 - 17:45 19:30 - 20:00 20:00 - 23:00
Registration Welcome session Conference session 1 Fund Group Workshop Fund Group Workshop Fund Group Workshop Lunch Conference Session 2 Fund Group Workshop Fund Group Workshop Fund Group Workshop Fund Group Workshop Drinks reception Dinner
Thursday, 16 September
08:00 - 09:00 09:00 - 09:10 09:10 - 10:10 10:15 - 10:55 11:00 - 11:40 11:45 - 12:25 12:25 - 13:40
Registration Welcome session Conference session 1 Fund Group Workshop Fund Group Workshop Fund Group Workshop Lunch
13:45 - 14:45 14:50 - 15:30 15:35 - 16:15 16:20 - 17:00 17:05 - 17:45 19:30 - 20:00 20:00 - 23:00
Conference Session 2 Fund Group Workshop Fund Group Workshop Fund Group Workshop Fund Group Workshop Drinks reception Dinner
Rising inflationary pressures, high equity valuations, global climate emergency and greater regulatory demands are creating a host of new challenges that need to be factored into investor portfolios. A higher-inflation world could sound the death knell for the traditional 60/40 bond/equity portfolio- but with equity valuations arguably stretched, the question is how to get the necessary diversification in portfolios while balancing the need for return. This is seeing a resurgence of interest in other asset classes such as hedge funds, private equity and real estate. Private markets have long been the preserve of the UHNW and institutional investor, but newer product offerings and tech-enabled platforms are making them more accessible to wealth manager clients. At the same time, ESG needs to be factored into every decision investors make- particularly those dealing with an increasingly environmentally-aware client base. The industry has responded with a vast supply of ESG-related product- but how exactly do wealth managers distinguish between true ESG products and greenwashed off-the-shelf approaches?
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9 February 2022
Driven by regulatory and societal pressures, demand for sustainable and environmental, social, and corporate governance (ESG) labelled investment products has increased dramatically in recent years. Product manufacturers have responded rapidly with the launch or restructuring of a vast range of funds. This acceleration in supply presents investors with a new challenge: distinguishing between those products that genuinely integrate sustainable investing (SI) principles and those that only demonstrate superficial support.
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Sustainable investments: ESG and curation of investment solutions
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Global Co-Head of Fund Investment Due Diligence, HSBC Wealth and Personal Banking
Muna Abu-Habsa
CEO & Co-Founder, GYL Financial Synergies
Gerald B. Goldberg, JD, CIMA®
Sustainable Investment Manager Research, Mercer
Sarika Goel
Session 3
The use of private markets funds by wealth clients is on the verge of becoming mainstream. Wealth managers that are able to deliver a suitable and compelling solution will deliver rewards for their clients and themselves. Innovation in product design, new technology-enabled platforms and more permissive regulations mean that wealth managers have the opportunity to help their clients access private markets, which provide diversification and the potential for higher returns.
The rise and democratisation of private markets
Managing Partner, Bordeaux Wealth Advisors
David Murdock, CFP®, CLU, CIMA
CIO Alternatives, Europe, Mercer
Garvan McCarthy
Session 2
Sustained low interest rates, inflationary pressures, and high equity valuations continue to reduce forward-looking return expectations for traditional investments. Advisors and their clients can be better prepared in an expected lower return environment by adding investment exposures outside of the traditional framework, such as hedge funds, private equity, real estate and other diversifying alternative strategies. Building more complex portfolios requires additional expertise in the research process for manager selection and due diligence.
Portfolio construction: modernizing the 60/40 balanced portfolio
Wealth and Asset Management and Retail & Business Banking, Oliver Wyman
Bradley Kellum
US OCIO Segment Leader, Mercer
Samantha Davidson
EMEA & Asia CIO, Mercer
Niall O'Sullivan
Session 1
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Niall is the European CIO for Mercer’s Delegated Investment Solutions business. Niall’s team is responsible for the portfolio construction, manager selection and ongoing management and monitoring of Mercer’s range of Investment solutions in Europe. Niall joined Mercer from QED in Dublin where he was a Principal focusing on solution-driven investment opportunities with banks and insurance companies. Prior to this, he spent four years on the structured business desk at Bank of Ireland Global Markets, focusing on the delivery of derivative-based solutions. In this position, he developed and implemented the bank’s LDI product range, as well as managing its suite of inflation-linked solutions. Niall has also worked with AIB Investment Managers and J Henry Schroder in the risk budgeting and structured derivatives areas, respectively. Niall graduated from Trinity College Dublin in 1997 with a Gold Medal & First Class Honours in Mathematics. He was also a Scholar of the College. In 2002 he completed an Honours MSc from Dublin City University in Investments and Treasury Management in which he finished in first place. He has lectured part-time on the Masters programme in the Institute of Bankers in Dublin.
Samantha is a Senior Partner and the US OCIO Segment Leader. She oversees the OCIO business and team in the US and is responsible for leading strategic initiatives, driving new business opportunities and serving US OCIO clients. Samantha joined Mercer in September 2020 from Goldman Sachs, where she spent 17 years as an investment leader across growth businesses within the wealth and asset management divisions. Most recently, she served as Managing Director and Head of Client Solutions for GS Personal Financial Management, where she focused on driving growth for the high-net-worth wealth management business. Prior to this, Samantha led the company’s Digital Advice Solutions business, now a part of Marcus by Goldman Sachs, which developed and provided digital financial planning and investment advice for individual clients. Previously, she was a leader in the global multi-asset class investment solutions business, serving pension and nonprofit clients, and the alternatives and manager research business, where she primarily focused on private equity and private real estate across primary, secondary and co-investments. Samantha is a WIN partner for Women in Need, an organization that runs shelters and supportive housing units for women and their children in New York City. She has worked in London and San Francisco, and currently resides with her husband and children in New York City. Samantha holds an MBA from Harvard Business School and a Bachelor of Science from Duke University. She is a CFA® charterholder.
Garvan McCarthy is a Partner and Mercers CIO Alternatives, Europe. Garvan has over 14 years investment experience and specialises in alternatives, including hedge fund and private market investments. Garvan joined Mercer in 2003, where he worked on the investment consulting team advising institutional investors on investment strategy and manager selection. In 2006, Garvan joined the investment management team where he primarily focusses on the alternative allocations for discretionary client accounts. Garvan graduated with a first class honours degree in Actuarial and Financial Studies from University College Dublin, Ireland. Garvan is a Fellow of both the Institute of Actuaries in the UK (FIA) and the Society of Actuaries in Ireland (FSAI) as well as a Chartered Alternative Investment Analyst (CAIA).
Sarika Goel, MBA 2005, is Global Head of Sustainable Investment (SI) Research at Mercer. In this role, she provides direction and leadership for SI/ESG research across asset classes, including research coverage of investment strategies targeting sustainability themes such as those aligned to the UN Sustainable Development Goals, climate transition, impact investing and other stewardship ideas. She works with clients in helping them to structure portfolios with a sustainable investment focus. Sarika is a member of Mercer’s Strategic Research Group and responsible for intellectual capital focusing on implementable solutions in sustainability themes. She has also served on the Analyst Advisory Committee of the UK Sustainable Investment Finance (UKSIF) organization, and participates in various external working groups focused on sustainable investment. Prior to joining Mercer in 2010, Sarika spent three years at RBC Wealth Management in London within the Advisory and Discretionary business groups. Previously, she spent two years as an equity research associate at Scotia Capital in Toronto, Canada, covering the Canadian Banks and Diversified Financials sectors. Sarika holds an MBA from the Rotman School of Management, University of Toronto, and is a CFA charterholder.
13:30 - 14:15 (GMT)
Bradley is a member of our Wealth & Asset Management (WAM) and Retail & Business Banking (RBB) practices. Bradley’s clients include wealth managers, banks, asset managers, insurers, and sponsor groups whom he advises on a range of topics including strategy and corporate development, business optimization, target operating model design, compliance, regulation and corporate finance. Prior to joining Oliver Wyman, Bradley held senior positions in the capital markets and corporate development groups at Charles Schwab & Co. Inc. Additional previous roles include finance and business strategy positions with Wells Fargo & Co., and First Interstate Bank. Bradley has been a featured speaker at various industry forums and client events and authored several reports including “Winning At All Costs”, “How to remain a top performing PE firm during the global economic crisis” and Oliver Wyman’s flagship report “The State of the Financial Services Industry”. Bradley holds an MBA from the Thunderbird School of Global Management (Garvin) with Distinction and a BA in Economics and German from the University of Michigan-Ann Arbor with High Honors.
14:20 - 15:05 (GMT)
15:10 - 15:55 (GMT)
Dave brings over 30 years of experience helping individuals and families preserve and enhance their wealth with through comprehensive investment and financial planning. Prior to founding Bordeaux Wealth Advisors, Dave has held senior roles across the financial planning, investment advisory and wealth management industries. His past experiences encompass positions as a Partner of Silvercrest Asset Management, a Managing Director of Northern Trust Company and a Senior Manager with Ernst & Young. Dave has been named one of the Top 100 Global Wealth Advisors by Worth magazine5. Dave earned an M.B.A. with honors from the Booth School of Business at the University of Chicago and graduated from Kansas University with a B.S. in Business Administration. He holds the following professional designations and licenses: Certified Financial Planner, Chartered Life Underwriter and Certified Investment Management Analyst. Dave is also a member of the Financial Planning Association, the Investment Management Consultants Association, and the CFA Institute. He currently is a member of the Board of Advisors for CAIS. Dave lives in San Jose with his wife Sheryl and has two daughters. He enjoys reading, golf, running and barbeque cooking.
As CEO and co-founder of GYL Financial Synergies, Gerry provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first. In addition to his primary role as CEO, he provides advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. A believer in taking a process-driven approach to asset management, Gerry emphasizes advice covering investment policy, asset allocation, investment selection, and oversight in each engagement. Before co-founding GYL Financial Synergies in 2016, Gerry worked for Wells Fargo Advisors and its predecessors for 20 years. He was formerly one of 75 members of the Senior Consulting Council, Wells Fargo Advisor’s elite senior consulting group. Prior to Wells Fargo Advisors, Gerry practiced law for six years, most recently with the Boston firm Bingham, Dana, LLP, and is currently a member of the bar in New York and Connecticut (not currently practicing). From 2010 to 2016, Gerry was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation. He was also recognized by Financial Times as being among the “Top 400 U.S. Advisors of 2014.” Gerry obtained his JD from George Washington University. He also earned a BA in Political Science with a concentration in World Political Economics from the State University of New York at Binghamton.
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1 The rankings are based on data provided by over 4,000 of the nation’s most productive advisers. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component, because not all advisers have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an adviser’s investment-picking abilities. Effective for the 2014 rankings Barron’s expanded the annual state-by-state listing from 1,000 advisors to 1,200 to include, for the first time, Registered Investment Advisors, or RIAs. Ranking independent advisers alongside those employed by the large brokerage firms presents some challenges, because they are regulated by different agencies – the Securities and Exchange Commission and the Financial Industry Regulatory Authority, respectively. This ranking represents the top 1% of advisors with substantial practices. 4 The rankings are based on a minimum of $250 million in assets under management (AUM) and 10 years of experience. Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. Investment performance and financial adviser production are not explicit components.
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1.30-4.30 PM (GMT)
Portfolio Manager, OP Asset Management
Riku Karkkulainen
Riku joined OP Financial Group in 2011 and since 2015 I have worked in OP Asset Management Company as a Portfolio Manager. Riku is responsible for fund selection regarding alternative investments, including Hedge Funds and all kind of illiquid alternative investments, e.g. Private Credit, for funds of funds and so on. Riku attended University of Vaasa and earned my Master of Economic Sciences.
Muna Abu-Habsa is Global Co-Head of Investment Due Diligence at HSBC Wealth & Personal Banking, leading the research and selection of funds within the Global Manager Selection team, including sustainable funds. Muna also oversees the selection and distribution of fixed-income, multi-asset and thematic funds. Prior to joining HSBC, Muna spent 13 years at Morningstar, where she was most recently Director of Manager Research Ratings for EMEA and Asia. Muna had overall leadership of cross-border ratings outcomes and, as Chair of the Ratings Committee, was charged with driving the quality, timeliness, and efficacy of manager research across those regions. Muna began life as an analyst soon after joining Morningstar in 2006 and was involved in developing the firm’s research process and ratings methodology across asset classes. She was also involved in the launch of the Morningstar Sustainability Rating, having covered responsible investments since 2006. She led the rating’s UK launch in 2016 and spearheaded a consultation with UK asset managers, promoting ESG dialogue across the industry in partnership with Sustainalytics. Muna was regularly quoted in the press on sustainability-related news, as well as contributing investment content to leading financial publications. Muna holds a BSc. in Economics with First Class Honours from the School of Oriental and Africa Studies, University of London.
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors
The wealth management industry is transforming. Wealth managers need to adapt to a landscape of increasing competition, a regulatory avalanche, the rise of sustainable investing and increasing costs. All whilst delivering a compelling investment proposition for clients. By taking part in this survey, you will help to build a comprehensive picture of how your industry is positioned for, and adapting to, the challenges of today’s market. The results of the survey will give you unique insights into how wealth managers in your local region and globally are tackling some of the biggest challenges facing the industry Completing the survey
2022 Global Wealth Management Investment Survey
Diversified inflation strategies – preparing for rising costs of living
Weathering change – Ensuring a balanced portfolio come rain or shine
Blank check companies under the spotlight – understanding the SPAC
Top Considerations for Private markets 2022
Preparing for our client’s future
Raising your impact ambition- A case for impact investment
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Delegate registration Lunch Conference session 1: Dex Hunter-Torricke Fund Group Workshop Fund Group Workshop Fund Group Workshop Drinks Reception Dinner
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The use of private markets funds by wealth clients is on the verge of becoming mainstream. Wealth managers that are able to deliver a suitable and compelling solution will deliver rewards for their clients and themselves. Innovation in product design, new technology-enabled platforms and more permissive regulations mean that wealth managers have the opportunity to help their client access private markets, which provide diversification and the potential for higher returns.
Driven by regulatory and societal pressures, demand for sustainable and environmental, social, and corporate governance (ESG) labelled investment products has increased dramatically in recent years. Product manufacturers have responded rapidly with the launch or restructuring of a vast range of funds. This acceleration in supply presents investors with a new challenge; distinguishing between those products that genuinely integrate sustainable investing (SI) principles and those that only demonstrate superficial support.
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MercerInsight®, an alliance with eVestment, is a powerful digital platform designed to help sophisticated investors make better-informed decisions. The platform offers Mercer's forward looking manager ratings and research along with data and analytics on a wide range of asset classes. Subscribers can access Mercer’s ESG ratings and Operational Due Diligence reports on thousands of strategies. With 200+ dedicated professionals globally, Mercer’s manager research boutiques provide truly global coverage on investment managers across both public and private markets. Built on eVestment’s best in class platform, MercerInsight, an alliance with eVestment allows you to monitor existing managers and select new ones from a list of candidates matching your criteria. For more information visit
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Top considerations for Financial Intermediaries 2022
Metamorphosis: Themes and Opportunities 2022
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NFTs – Fad or fundamental?
Crypotassets update – worth buying?
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As CEO and co-founder of GYL Financial Synergies, Gerry provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first. In addition to his primary role as CEO, he provides advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. A believer in taking a process-driven approach to asset management, Gerry emphasizes advice covering investment policy, asset allocation, investment selection, and oversight in each engagement. Before co-founding GYL Financial Synergies in 2016, Gerry worked for Wells Fargo Advisors and its predecessors for 20 years. He was formerly one of 75 members of the Senior Consulting Council, Wells Fargo Advisor’s elite senior consulting group. Prior to Wells Fargo Advisors, Gerry practiced law for six years, most recently with the Boston firm Bingham, Dana, LLP, and is currently a member of the bar in New York and Connecticut (not currently practicing). From 2010 to 2016, Gerry was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation.¹ He was also recognized by Financial Times as being among the “Top 400 U.S. Advisors of 2014.”⁴ Gerry obtained his JD from George Washington University. He also earned a BA in Political Science with a concentration in World Political Economics from the State University of New York at Binghamton.
¹ The rankings are based on data provided by over 4,000 of the nation’s most productive advisers. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Institutional assets are given less weight in the scoring. Investment performance isn’t an explicit component, because not all advisers have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an adviser’s investment-picking abilities. Effective for the 2014 rankings Barron’s expanded the annual state-by-state listing from 1,000 advisors to 1,200 to include, for the first time, Registered Investment Advisors, or RIAs. Ranking independent advisers alongside those employed by the large brokerage firms presents some challenges, because they are regulated by different agencies – the Securities and Exchange Commission and the Financial Industry Regulatory Authority, respectively. This ranking represents the top 1% of advisors with substantial practices. ⁴ The rankings are based on a minimum of $250 million in assets under management (AUM) and 10 years of experience. Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. Investment performance and financial adviser production are not explicit components.
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