This two-day online summit is designed for investment management professionals in particular, Family Office, Investment Managers, Financial Advisors, Wealth Managers and Discretionary Asset Managers. Join the discussion and don’t miss out on the opportunity to have your questions answered by industry experts, visionaries and thought leaders!

Access is free, just select a track below and register for your preferred sessions.

May 9, 2018

This track will give you strategic insights including; using right tools to generate consistent returns; avoiding the urge to time...

May 10, 2018

This track will give you an outlook view on the Multi-Asset Market including; How multi-asset managers think Q2 will play...

Featured Presenters

Gabriel Altbach

Founding Principal

Asset Management Insights

Lucy Walker

Head of Third Party Funds

Sarasin & Partners LLP

Daniel Lockyer

CIO Fund Management & Senior Fund Manager

Hawksmoor Fund Managers

Alastair Gunn

Co-Fund Manager, Jupiter Distribution Fund Range

Jupiter Asset Management

Linda Zhang, PhD

CEO and Founder

Purview Investments

Scott Brady

Head of Product Development and Strategy

Columbia Threadneedle Investments, US

Stuart Peskin

Investment Director

Aberdeen Standard Invesments

Florian Schneider

Head of Product Research & Development


Peter Greenberger

Director, Mutual Fund & 529 Plan Product Management

Raymond James

Lee Robertson


Investment Quorum Limited

Joan Lee

‎Senior Vice President, Multi-Assets Portfolio Manager


Trevor Greetham

Head of Multi-Asset

Royal London Asset Management

Alistair Baker

Multi-Asset Fund Manager


Jean-Francois Hautemulle


Terres Neuves Consulting Limited

Alex Shingler

Managing Director, Portfolio Manager


Special thank you to our sponsors!




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