Investment Leaders Summit 2018

Powering your pursuit of alpha

17 May 2018
InterContinental New York Times Square

Join IHS Markit for the Investment Leaders Summit — an exclusive event that will bring together senior market participants to debate the macroeconomic and technological trends shaping the future​ of the industry.

Industry leaders from organizations including JP Morgan, BlackRock, Goldman Sachs, Janus Henderson, and Guggenheim will share their views on the transformative trends that are changing the investment landscape and creating new avenues for alpha.

Our keynote speakers include two of the market’s most in-demand thought leaders:

Discussion topics will include:

Speakers

Agenda

8:00

Registration

8:30

Opening

Adam Kansler

Adam Kansler

President, Financial Services, IHS Markit

8:45

Keynote – Disruptive innovation: FinTech and the Financial Services Revolution

Eric Rosenbach

Eric Rosenbach

Co-Director, Belfer Center for Science and International Affairs, former Chief of Staff, Secretary of Defence

9:30

Economic and market outlook

Joel Prakken

Dr. Joel Prakken

Chief US Economist & Co-head of US Economics, Macroeconomic Advisers by IHS Markit

Ken Wattret

Ken Wattret

Chief European Economist, IHS Markit

10:15

Break

10:30

Challenges in asset allocation: In a world of low returns, where to invest?

Jim Coley

Jim Coley (Moderator)

SVP, MD, Head of Americas Account Management, IHS Markit

Soonyong Park

Soonyong Park

Senior Managing Director, Chief Institutional Client Strategist, CFA, CPA, Janus Henderson Investors

Darrell Riley

Darrell Riley

Multi-Asset Division, T. Rowe Price Group

Dominique Toublan

Dominique Toublan

Credit Strategist, US High Grade Strategy & Credit Derivatives Research, JP Morgan Securities LLC

11:30

ESG and CSR - A fad or competitive advantage?

Evan Harvey

Evan Harvey (Moderator)

Global Head of Sustainability, Nasdaq

Emmanuel Dowdall

Emmanuel Dowdall

Executive President of North America, IDA Ireland

Aniket Shah

Aniket Shah

Head of Sustainable Investing, OppenheimerFunds

Johanna Zelstra

Johanna Zelstra

CEO, Gender Fair

12:30

Lunch and break

1:15

Choose from the following two concurrent panels:

1:15

How will the expansion end? Boom, bust or trade war?

Stream A – Macro strategy

Chris Varvares

Chris Varvares (Moderator)

Co-head of US Economics, Macroeconomic Advisers by IHS Markit

Seth Carpenter

Seth Carpenter

Chief US Economist, UBS

Brian Smedley

Brian Smedley

Senior Managing Director, Head of Macroeconomic and Investment Research, Guggenheim

Gotham ballroom

1:15

Fixed income liquidity and ETFs – are they a risk?

Stream B – Industry transformation

Jill Malandrino

Jill Malandrino (Moderator)

Global Markets Reporter, Nasdaq

Phil Cichlar

Phil Cichlar

Global Head of Fixed Income ETF Sales & Trading, Jane Street

Arne Noack

Arne Noack

Director Exchange Traded Products, Passive Asset Management, Deutsche Asset Management

Briton Ryan

Briton Ryan

Head of Capital Markets, Nuveen Investments

Del Stafford

Del Stafford

MD, Head of Multi-Asset Portfolio & Investment Consulting, iShares, BlackRock

Central Park breakout room

2:15

Choose from the following two concurrent panels:

2:15

Scoping investment returns in the short, medium and long run

Stream A – Macro strategy

Chris Varvares

Chris Varvares (Moderator)

Co-head of US Economics, Macroeconomic Advisers by IHS Markit

Dan Roberts

Dr. Dan Roberts

Executive Managing Director, Head of Global Fixed Income and Chief Investment Officer, MacKay Shields

Joel Prakken

Dr. Joel Prakken

Chief US Economist & Co-head of US Economics, Macroeconomic Advisers by IHS Markit

Central Park breakout room

2:15

Is technological innovation fundamentally changing the business?

Stream B – Industry transformation

Brad Levy

Brad Levy (Moderator)

Global Head of Loans, CEO MarkitSERV, IHS Markit

Oliver Christie

Oliver Christie

AI Strategist, Author, Strategic Adviser

Catherine Clay

Catherine Clay

Vice President, Global Head of Information Solutions, CBOE Global Markets

Christine Moy

Christine Moy

Executive Director, Senior Product Manager, JP Morgan Blockchain Center of Excellence, J.P. Morgan

Brett Schechterman

Brett Schechterman

Executive Director, Global Head of Fixed Income Platform Solutions, UBS Asset Management

Aishia Snider

Aishia Snider

US Director, Financial Services Industry Group, Microsoft

Gotham ballroom

3:15

Break

3:30

Choose from the following two concurrent panels:

3:30

Managing geopolitical risk

Stream A – Macro strategy

Carlos Caicedo

Carlos Caicedo

Senior Principal Analyst, Economics & Country Risk, IHS Markit

Firas Modad

Firas Modad

Director, Economics & Country Risk, IHS Markit

Gotham ballroom

3:30

Given shifting regulatory mandates, is research unbundling still a change driver?

Stream B – Industry transformation

Tom Conigliaro

Tom Conigliaro (Moderator)

MD, Investment Services, IHS Markit

Maura Binder

Maura Binder

Vice President, Head of Brokerage & Trading Services, Global Trading, T. Rowe Price Group

Ty Gellasch

Ty Gellasch

Executive Director, Healthy Markets

Mike McCreesh

Mike McCreesh

Global Head of Client Commission Management, Goldman Sachs

Steve Moreno

Steve Moreno

Global Research Relationship Manager, Capital Group

Central Park breakout room

4:30

Fireside chat – Artificial Intelligence – A game changer in financial markets

IHS Markit's Andrew Eisen talks with award-winning strategist and AI consultant Oliver Christie.

Oliver Christie

Oliver Christie

AI Strategist, Author, Strategic Adviser

Andrew Eisen

Andrew Eisen (Moderator)

Managing Director, IHS Markit

Gotham ballroom

5:00

Closing remarks, cocktail reception

* Notes: CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker. (Agenda subject to change.)

Foyer

Venue

InterContinental New York Times Square
300 West 44th Street, New York, NY, 10036

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Fee Details: No Fee

Please complete the form below to register.

This summit brings together investment, technology and sustainability professionals from across the industry.

Key reasons to attend:

The conference is not only of value to business leaders but also provides an ideal opportunity for individuals looking to develop within the industry and become the leaders of the future.