MSCI Annual Conference on Global Investing and Risk Management 2017

 

CONFERENCE AND WORKSHOPS - MAY 16 AND 17, 2017

Please join us for the MSCI Annual Conference on Global Investing and Risk Management to be held in London on 16 and 17 May 2017.

The 2017 conference builds on the agenda from 2016 as we continue to examine key trends affecting risk and investment decisions in financial markets today. The agenda will include targeted presentations delivered by MSCI’s expert researchers, in addition to panel discussions with industry peers. Sessions will cover a range of topics that will enable you to make better-informed decisions about investment strategy across multiple asset classes and improve your view of risk and return.

In addition to the main conference, participants are encouraged to attend a series of workshops the following day, where MSCI research and its practical applications will be discussed at greater depth. Participants can choose which day they prefer to attend when registering.

ACCREDITATIONS

CFA CE Qualified Activity

As a participant in the CFA Institute Approved-Provider Program, MSCI has determined that this program qualifies for 8 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.      

We are a member of The CPD certification Service, our training activities are currently being certified and once confirmed you will be able to count these towards your CPD requirement.

 

Register Now

May 16-17, 2017

|London


Time

Conference:
8:00 a.m. - 7:00 pm.

Workshop: 
8:00 a.m. – 12:00 p.m.

Location

Conference:
Jumeirah Carlton Tower
On Cadogan Place
Knightsbridge
London
SW1X 9PY
Website
 

Workshop:
One America Square
London
EC3N 2LB

This invitation is open only to clients and potential clients of MSCI. There is no fee to attend.


Agenda

Conference: May 16, 2017
TIME DETAILS
8:00 a.m. Event Registration
8:45 a.m. WELCOME & OPENING REMARKS
Laurent Seyer, Managing Director and Chief Client Officer, MSCI
9:00 a.m. MORNING KEYNOTE
John Authers, Chief Investment Columnist, Financial Times
PANEL DISCUSSION: INVESTMENT DECISIONS IN AN UNSTABLE ENVIRONMENT
The political and macroeconomic environment is challenging conventional investing wisdom and will have huge impacts on asset allocation and portfolio risk. That raises several questions:
 
  • Are traditional approaches to investment appropriate to today’s environment?
  • Have shocks such as Brexit and rise of “new populism” changed how investors view and manage portfolio risk?
  • Has the changing political landscape affected the long-term investing outlook?
  • Globalization vs. protectionism: How is the balance affecting your decision making?
  • What tools and strategies are needed to manage uncertainty?
Moderator:
John Authers, Chief Investment Columnist, Financial Times

Panelists:
Anton Eser, Chief Investment Officer, Legal & General Investment Management (LGIM)
Mark Fawcett, Chief Investment Officer, NEST
Sandy Rattray, Chief Executive Officer, Man AHL
Simon Smiles, Chief Investment Officer – UHNW, UBS
10:30 a.m. THOUGHT LEADERSHIP AND PRODUCT INNOVATION
Peter Zangari, Managing Director and Global Head of Research & Product Development, MSCI
10:45 a.m. Coffee Break
11:00 a.m.

STREAM 1
FACTOR INVESTING AND ACTIVE MANAGEMENT
Dimitris Melas
, Managing Director and Global Head of Equity Research, MSCI

STREAM 2
THE NEW ROLE OF STRESS TESTING
Carlo Acerbi
, Managing Director, Risk Analytics, MSCI

11:45 a.m.

STREAM 1
A UNIVERSAL FACTOR FRAMEWORK
Jean-Maurice Ladure, Executive Director and Head of Equity Applied Research – EMEA, MSCI

STREAM 2
INVESTING LIKE YOU MEAN IT: LONG TERM SUSTAINABLE INVESTING
Laura Nishikawa, Executive Director and Head of ESG Research & Development, MSCI

12:30 p.m. Lunch
1:30 p.m.

STREAM 1
FACTOR INVESTING AND ESG INTEGRATION
Stuart Doole, Managing Director, New Product Development, MSCI

STREAM 2
NAVIGATING CENTRAL BANK INTERVENTION IN THE CORPORATE BOND MARKETS
Andy Sparks, Head of Fixed Income Research, MSCI

2:15 p.m.

STREAM 1
DYNAMIC FACTOR ALLOCATION STRATEGIES
Hitendra Varsani
, Executive Director, Equity Applied Research, MSCI

STREAM 2
RISK AND PERFORMANCE IN PRIVATE REAL ESTATE
Will Robson
, Executive Director and Head of Real Estate Applied Research, MSCI

3:00 p.m. Coffee Break
3:15 p.m. Q&A WITH JOHN AUTHERS AND HENRY FERNANDEZ
Henry A. Fernandez
, Chairman and Chief Executive Officer, MSCI
John Authers, Chief Investment Columnist, Financial Times
4:00 p.m. PANEL DISCUSSION: MANAGING COMPLEXITY
It’s never been harder to stay competitive while managing the myriad structural, regulatory, compliance and operational risks that have arisen post-Global Financial Crisis. How can large investors innovate and grow in this climate while managing their investment and business risks?
 
  • The operational challenge of increasing regulation
  • Searching for the truth: data management challenges in large organizations
  • Technology: friend or foe for institutional investment management?
  • The new wealth management and robo-advisory: Buy, build or ignore?
  • Creating Operational Efficiencies within your organization
  • MIFID and research unbundling
Moderator:
Alvise Munari, Managing Director and Head Client Coverage – EMEA, MSCI

Panelists:
Enrico Massignani, Head of Risk Management, Generali Investments
John Marsland, Chief Operating Officer, Schroders
Alan Coutts, Chief Operating Officer, Standard Life Investments
Kaj Martensen, Head of Risk, USS Investment Management
5:00 p.m. CLOSING REMARKS
Alvise Munari, Managing Director and Head Client Coverage – EMEA, MSCI
5:15 p.m. Networking Reception
Workshops: May 17, 2017
TIME DETAILS
8:00 a.m. Registration
8:45 a.m. Opening Remarks
9:00 a.m.

STREAM 1
STRESS TESTING BEST PRACTICE: EVOLUTION OR REVOLUTION?
Manoj Sheth, Vice President, MSCI
Thomas Verbraken, Vice President, ResearchMSCI

STREAM 2
FIXED INCOME FOR THE FRONT OFFICE: PORTFOLIO RISK ANALYSIS AND CONSTRUCTION
Sam Rubandhas, Executive Director and Head of Technical Sales, EMEA, MSCI

9:45 a.m.

STREAM 1
LOOKING FORWARD TO YOUR BACKTEST: ADVANCES IN MODEL VALIDATION
Angelo Barbieri, Managing Director, Valuation and Validation Research, MSCI
Mannan Abbasi, Vice President, MSCI

STREAM 2
FIXED INCOME PERFORMANCE ATTRIBUTION TAILORED TO YOUR INVESTMENT STRATEGY 
Nick Sharp, Executive Director and Product Manager, Performance Analytics, MSCI

10:30 a.m. Coffee Break
11:00 a.m.

STREAM 1
FACTOR INVESTING & ESG INTEGRATION
Veronique Menou, Executive Director and Head of ESG Research, MSCI
Yuliya Plyakha, Vice President, MSCI

STREAM 2
OPERATIONAL EFFICIENCY BEST PRACTICES: HOW MANAGED SERVICES CAN IMPROVE YOUR OPERATIONAL WORKFLOW AND MITIGATE RISKS
Lev Soynov, Vice President, Consultants, MSCI
Jason Connelly, Executive Director, Managed Services, MSCI

11:45 a.m.

STREAM 1
ROTATION STRATEGIES USING BARRA SES FACTORS
Victor Villar, Vice President, Client Coverage, MSCI
Carlo Magnani, Senior Associate, MSCI

STREAM 2
CONSTRUCTION AND ANALYSIS OF MULTI-ASSET CLASS PORTFOLIOS
Yana Vardarska, Vice President, MSCI
Sam RubandhasExecutive Director and Head of Technical Sales, EMEAMSCI

Scroll the table to the right to see more

Event Speakers

Mannan Abbasi

Vice President | MSCI

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Carlo Acerbi

Managing Director, Risk Analytics | MSCI

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John Authers

Chief Investment Columnist | Financial Times

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Angelo Barbieri

Managing Director, Valuation and Validation Research | MSCI

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Jason Connelly

Executive Director, Managed Services | MSCI

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Alan Coutts

Chief Operating Officer | Standard Life Investments

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Stuart Doole

Managing Director, New Product Development | MSCI

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Anton Eser

Chief Investment Officer | Legal & General Investment Management (LGIM)

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Mark Fawcett

Chief Investment Officer | NEST

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Henry Fernandez

Chairman and Executive Officer | MSCI

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Jean-Maurice Ladure

Executive Director and Head of Equity Applied Research, EMEA | MSCI

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Carlo Magnani

Senior Associate | MSCI

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John Marsland

Chief Operating Officer | Schroders

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Kaj Martensen

Head of Risk | USS Investment Management

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Enrico Massignani

Head of Risk Management | Generali Investments

Read Bio »

Dimitris Melas

Managing Director and Global Head of Equity Research | MSCI

Read Bio »

Véronique Menou

Executive Director and Head of ESG Portfolio & Index Research | MSCI

Read Bio »

Alvise Munari

Managing Director and Head of Client Coverage, EMEA | MSCI

Read Bio »

Laura Nishikawa

Executive Director and Head of ESG Research & Development | MSCI

Read Bio »

Yuliya Plyakha

Vice President | MSCI

Read Bio »

Sandy Rattray

Chief Executive Officer | Man AHL

Read Bio »

Will Robson

Executive Director and Head of Real Estate Applied Research | MSCI

Read Bio »

Sam Rubandhas

Executive Director and Head of Technical Sales, EMEA | MSCI

Read Bio »

Laurent Seyer

Managing Director and Chief Client Officer | MSCI

Read Bio »

Nick Sharp

Executive Director and Product Manager, Performance Analytics | MSCI

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Manoj Sheth

Vice President | MSCI

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Simon Smiles

Chief Investment Officer – UHNW | UBS

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Lev Soynov

Vice President, Consultants | MSCI

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Andy Sparks

Head of Fixed Income Research Strategies | MSCI

Read Bio »

Yana Vardarska

Vice President | MSCI

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Hitendra Varsani

Executive Director, Applied Equity Research | MSCI

Read Bio »

Thomas Verbraken

Vice President, Research | MSCI

Read Bio »

Víctor Villar

Vice President, Client Coverage | MSCI

Read Bio »

Peter Zangari

Managing Director and Global Head of Research and Product Development | MSCI

Read Bio »