Societe Generale & Risk Derivatives Conference 2019
This leading industry conference gathers senior investors and decision makers from top-tier asset managers, hedge funds, insurance companies and pension funds from across Europe.
Societe Generale and RISK bring to you combined expertise in derivatives and risk management, at this half day, high impact annual conference.
Providing senior investors and decision makers from leading multi-asset institutions, with behind the scenes economic and political insights, investment strategies and debate from hedge funds, asset managers and insurers, followed by 18 deep-dive derivative solution workshops to choose from.
With QIS strategies under-performing, markets rebounding, volatility remaining low and the business cycle never ending, the need for innovative derivative solutions has never been greater in recent times.
Political Editor and Journalist
Robert Peston covers everything of note that happens in Westminster and beyond, interviewing the important players on the national and international political scenes. He is the most followed UK journalist in social media and host of a weekly agenda-setting politics television show. Ex FT Financial Editor and author of How Do We Fix This Mess? and WTF? After reporting on the scale of China’s debt and traditional retail’s reaction to online competition, Robert moved to ITV to take on a broad remit. Robert was the first to draw public attention to the fact that Northern Rock was approaching technical insolvency.
Chief Investment Officer
Sandy Rattray is Chief Investment Officer of Man Group and a member of the Man Group Executive Committee. He is also a member of the Man Group Responsible Investment Committee. He was previously CEO of Man AHL from 2013 to 2017, and CIO of Man Systematic Strategies from 2010 to 2013.
Before joining Man Group in 2007, Sandy spent 15 years at Goldman Sachs where he was a Managing Director in charge of the Fundamental Strategy Group. He also ran Equity Derivatives Research at Goldman Sachs in London and New York.
Sandy is a co-inventor of the VIX index and has served on the FTSE UK, FTSE World and Russell index committees. He sits on the MSCI Editorial Advisory Board and the Jesus College Cambridge investment committee. Sandy is a founding patron of the London Cycling Campaign.
He holds a Master’s Degree in Natural Sciences and Economics from the University of Cambridge and a Licence Spéciale from the Université Libre de Bruxelles.
Chief Investment Officer Multi-Assets & Macro
Peter Fitzgerald is Chief Investment Officer, Multi-asset & Macro Portfolio Manager at Aviva Investors.
In his role, Peter leads the global Multi-asset & Macro investment team and is responsible for the team’s strategic direction. Additionally, he is a portfolio manager of the AIMS Target Return and Target Income funds.
Peter began his career at Old Mutual in 1995 before joining BNP Wealth Management’s Multi-asset team. He has extensive international experience having worked in Asia, Latin America and Europe. Peter holds a postgraduate diploma in Education from Trinity College Dublin and a degree in European studies from the University of Cork. He is also a CFA® charterholder.
Prior to founding LFIS, Arnaud spent 15 years with SGCIB where his last position was Co-Head of the Cross Asset Solutions division. During his tenure, Arnaud developed a number of financial innovations that contributed to SGCIB's position as a global leader in equity derivatives. Arnaud graduated from ESSEC. He also holds a Master’s degree in probability and finance from Paris VI.
Multi Asset Portfolio Manager
Based in Henley-on-Thames, Gwilym joined the company in March 2013. He served as a Risk Manager for the Multi Asset team, prior to being promoted to the role of Fund Manager.
Gwilym commenced his career in 2008 at Standard Life Investments, where he was involved in Multi-Asset Investing risk management, in particular the development of scenario analysis techniques. In addition, he was responsible for managing a range of liability-driven investment (LDI) funds.
Gwilym holds the PRM™ designation which is an independent validation of skills and commitment to the highest standard of professionalism, integrity, and best practices within the risk management profession.
He graduated from Warwick University in 2005 with a degree in Computer Science, and gained a Masters degree at the University of Edinburgh Business School in 2008
CEO and Managing Member
Parallax Volatility Advisers
Will Bartlett is the Chief Executive Officer of Parallax Volatility Advisers. Will has been involved with equity options since 1995 and has been with Parallax since 1996. In his more than 20 years at Parallax, Will has played an active role transforming the firm from a small, floor-based equity options trading operation into a large participant in the global volatility market. Parallax manages a complex portfolio of listed and over the counter volatility positions on global equities, indexes, ETFs, and commodity futures. Prior to joining the Parallax, Will worked on the floor of the Pacific Coast Exchange while earning his Bachelor’s degree in Economics at the University of California, Berkeley. Will proudly serves on the Board of Governors of the Boys and Girls Clubs of San Francisco and is a member of The Guardsmen, an organization helping at-risk youth by providing scholarships, support, and outdoor education programs to students in the San Francisco Bay Area.
Global Head Multi Asset Investing
Aberdeen Standard Investments
Aymeric Forest is Global Head of Multi Asset Investing at Aberdeen Standard Investments.
Aymeric joined Aberdeen a few months ago after having spent 7+ years at Schroders as a multi-asset fund manager. He also was a member of the global asset allocation committee, where his focus was on complex segregated mandates. Prior to joining Schroders, Aymeric worked in London at ABN AMRO Asset Management. He holds a DESS and MA in Finance.
Chief Investment Officer, UK
Alan has held a variety of roles in his time at Coutts including Head of Investment Strategy, Chief Investment Officer (UK) and Head of Multi Asset Investing. He is responsible and leads the investment team for the management and performance of Coutts discretionary managed portfolios and our multi-asset funds.
Alan has over 25 years of experience in portfolio management. Prior to Coutts, he worked at Morgan Stanley Wealth Management where he specialised in asset allocation, fixed income and alternative investments. His previous experience includes senior roles in fixed income portfolio management and working for a multi-strategy hedge fund. Alan is also a non-executive director of Nestlé's UK and Swiss pension fund management companies.
Alan has a Bachelor of Science degree in Mathematics from Bristol University and is a CFA charter holder.
Strategist and Co-Founder
Peter Tasker co-founded Arcus Investment Limited in 1998. Peter is a noted commentator on Japanese financial affairs, and writes for numerous publications including the Financial Times and Wall Street Journal Asia. Prior to founding Arcus, Peter was a market strategist at Dresdner Kleinwort Benson where he ranked top in Institutional Investor for 3 consecutive years and in the Nikkei for 5 consecutive years. Peter is the author of several books on Japan. Peter has lived in Japan since the early 1980s.
Exclusive insights from our panel of experts on:
Japanification of Europe
Enhancing returns in a low yield environment
Panelists include: Aberdeen Standard Investment, Aviva, Coutts, Invesco and Arcus Research
LIVE: by real-time hologram from Asia, Japan and European strategist Peter Tasker.
Generating alpha in a high “vol of vol” world
What are the roles of systematic and carry strategies?
Panelists include: Man Group, Parallax Volatility Advisors, LFIS
Robert Peston, Political Journalist and Editor
Joining straight from the Conservative Party Conference, Robert will share the very latest insights on the UK and EU political landscape, at this critical time of change. Well known for his straight talking and ability to synthesise what’s truly important for investors to consider in making their decisions.
WE HOPE YOU ARE ABLE TO JOIN THIS INVITATION‑ONLY ANNUAL CONFERENCE AND LUNCH
Book now to secure your complimentary place at this annual conference and lunch
Friday 4th October, 8am – 2pm
(Places are limited, the event was oversubscribed last year.)
Amundi is Europe's largest asset manager by assets under management and ranks in the top 10 globally. Thanks to the integration of Pioneer Investments, it now manages over 1.3 trillion euros of assets across six main investment hubs . Amundi offers its clients in Europe, Asia-Pacific, the Middle-East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Headquartered in Paris, and listed since November 2015, Amundi is the 1st asset manager in Europe by market capitalization and the 5th globally .
Leveraging the benefits of its increased scope and size, Amundi has the ability to offer new and enhanced services and tools to its clients. Thanks to its unique research capabilities and the skills of 5,000 team members and market experts based in 37 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles.
Amundi. Confidence must be earned.
Visit amundi.com for more information or to find an Amundi office near you.
Legal & General are one of the UK’s leading financial services companies and have been insuring homes for over 90 years.
Come and see us at Stand 48 to meet our dedicated Broker Team and find out how we’re using technology and automation to improve the claims process.
You’ll also have the chance to win one of our famous brollies. We look forward to seeing you there.
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. With more than 7,000 employees worldwide, Invesco manages over US$934 billion of assets under management around the globe, serving clients in more than 120 countries (as of March 31, 2018). Operating in more than 25 countries, the firm is currently listed on the New York Stock Exchange under the symbol IVZ.
Having been here since 1962, Invesco is one of the most experienced investment managers in Asia. Today, Invesco has a comprehensive presence in the Asia Pacific region with offices in Australia, China, Hong Kong, India, Japan, Singapore, South Korea, and Taiwan. In addition, Invesco has a presence in China via a joint-venture, Invesco Great Wall.
HSBC Global Markets offer sophisticated 24-hour coverage across our main trading and sales platforms in London, New York and Hong Kong, and we provide a wide range of solutions for our Corporate and Institutional clients. Our knowledge of local markets, coupled with HSBC's global reach, enables us to provide a comprehensive and bespoke service across every major asset class.
We provide access to Equities, Fixed Income including Credit and Rates, Foreign Exchange, Commodities and Prime Services, in addition to Research, across both developed and emerging markets.
As a global investor, by partnering with us you'll benefit from HSBC's local knowledge in over 60 countries, balanced by our understanding of global economics.
Find out more about our solutions or explore our thought leadership series on the Dealing Room of Tomorrow.
Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies. As an integrated bank, Credit Suisse is able to offer clients its expertise in the areas of private banking, investment banking and asset management from a single source. Credit Suisse provides specialist advisory services, comprehensive solutions and innovative products to companies, institutional clients and high net worth private clients worldwide, and also to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The registered shares (CSGN) of Credit Suisse's parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York.
Further information about Credit Suisse can be found at www.credit-suisse.com
BNP Paribas Asset Management is the dedicated asset management business of the BNP Paribas Group. We offer a full range of investment management services to clients globally. In addition to portfolio management, we provide a variety of services adapted to the requirements of our official institutions client base. These include: customized and flexible reporting; and training in portfolio management techniques, risk management, benchmark selection and portfolio guideline construction. BNP Paribas Asset Management has had the privilege of managing assets for the official sector since 1975 and we are honored to count over 60 official institutions, including central banks, sovereign wealth funds, government agencies and supranationals as our clients. Please visit us at http://institutional.bnpparibas-am.com.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.
We provide a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries.
Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.
As of March 31, 2019, T. Rowe Price has USD $1.13 trillion* in assets under management and serves clients in more than 16 countries worldwide.
* Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
For nearly four decades, State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR ETFs. With millions* in assets under management, our scale and global footprint provide access to markets and asset classes, and allow us to deliver expert insights and investment solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.
* Assets under management were $2.51 trillion as of December 31, 2018. AUM reflects approx. $32.45 billion (as of December 31, 2018) with respect to which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; SSGA FD and State Street Global Advisors are affiliated.
Our Network Members tell us they value being part of our business family for many reasons. Growth for our independent Network Members is our mission.
Do you want to join a business family that delivers?
- Placement solutions to make your business work smarter
- Training and development that keeps you up to date with fast changing regulation
- Marketing planning to that gives you a competitive edge in winning business
- Technical support with wordings and claims queries
- Specialisms and USPs that puts you in business winning situations
- A place at the table with the decision makers you want to do business with
- The opportunity to talk with and share experiences with fellow Network Members so you are not alone in your business.
These are just some of the benefits our Network Members tell us they value as we help their business grow.
We are celebrating our 20th year as a Network and we are proud that we still have founding Network Members who enjoy what we do for them. We were the first Chartered Network accredited by the CII and promote professionalism in all we do.
Come and find out more about why our Network Members stay and achieve their goals with Willis Towers Watson Networks on stand 126. If you want to talk before Expo, call Kathy on 0121 667 4150 or click to www.wtwnetworks.com.
Leonteq was founded in 2007 as an issuer of investment products and has a market-leading status today. Headquartered in Zurich, Leonteq operates as an independent technology and service provider for investment solutions globally with offices in Geneva, Monaco, Guernsey, Frankfurt, Paris, London, Amsterdam, Singapore and Hong Kong. The core of Leonteq´s offering is a proprietary and innovative IT and investment services platform designed to maximise flexibility, transparency, and service for the company and distribution partners by giving them access to our platform and know-how.
Leonteq's registered shares (LEON) are listed on SIX Swiss Exchange.
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need to help them achieve their most important goals. As of December 31, 2018, the firm managed just under $6 trillion in assets on behalf of investors worldwide. Official Institutions have unique needs and challenges, and for decades BlackRock has served as a trusted partner for Official Institutions around the world, providing global investment and risk management services.