Now celebrating its 30th year, The Investment Management Forum, EFAMA’s flagship event, is back bringing together industry leaders, investors and policymakers to discuss topics of common interest and importance.
The conference will take place, in person, at the Chancellerie Auditorium of BNP Paribas Fortis in Brussels on the 21-22 November 2024.
The asset management industry is in a position to offer solutions to the many challenges lying ahead, and turn them into opportunities; this includes providing fair and equitable access to data, empowering investors, advancing the sustainability agenda, financing infrastructures and working to safeguard a competitive Europe in times of global interconnectedness.
Take advantage of our Early Bird offer and register for your place at the conference today!
Alternative investments and their role in achieving the Commission’s objectives for the Capital Markets Union
Below you can find the IMF 2023 video and picture highlights.
You can view more post-event material including moderator interviews and speech transcripts by clicking the button below
Below you can find the IMF 2023 video and picture highlights
You can view more post-event material including speech transcripts and moderator interviews by clicking the button below
Verena Ross is the Chair of the European Securities and Markets Authority (ESMA). She took up the role on 1 November 2021 and is responsible for representing the Authority as well as preparing the work of and chairing its Board of Supervisors and Management Board.
Between 2011 and 2021 Verena Ross served as ESMA’s first Executive Director, when she was responsible for building up the organisation and overseeing its day to day running.
Prior to this, Verena held a number of senior posts in the UK’s Financial Services Authority (FSA) and was a member of the FSA’s Executive Committee. Verena joined the FSA in 1998 to run the Executive Chairman’s office during the regulator’s start-up phase and was briefly a seconded advisor to the Hong Kong Securities and Futures Commission in 2000. She held various positions in the FSA’s Markets Division and was Director of Strategy & Risk Division before becoming Director of the International Division.
Verena is a German national. Following studies in Sinology and Economics in Hamburg, Taipei and London (SOAS) she began her career at the Bank of England in 1994, where she worked as an economist and banking supervisor.
John Berrigan is the Director-General of the Directorate-General for Financial Stability, Financial Services and Capital Markets Union (DG FISMA) of the European Commission.
DG FISMA is responsible for EU-level policy-making and legislative initiatives with respect to the financial sector, including Banking Union, Capital Markets Union, sustainable finance, digital finance, anti-money laundering and sanctions. In this context, John represents the European Commission on the Economic and Financial Committee and the Financial Services Committee, which report to EU Finance Ministers. He also represents the Commission on the Financial Stability Board, which reports to G20 Finance Ministers. He attends the European Systemic Risk Board and is a permanent observer on the Single Resolution Board.
John has a master’s degree in economics from University College Dublin. He is married with two children.
Petra is the Chairperson of EIOPA and has been leading the Authority since September 2021, following her appointment by the Council on 27 May 2021 after confirmation by the European Parliament on 18 May 2021.
Petra is also member of the ESRB Steering Committee and the ESRB General Board and a voting member of the IAIS Executive Committee. Besides that she is the Champion of the IAIS Fintech Forum.
Prior to this role Petra was Division Director of Insurance Supervision at De Nederlandsche Bank (DNB, the Dutch Central Bank). Petra joined DNB in February 2007 as a policy advisor, contributing to the development of Solvency II. In 2013 she became Head Insurance Policy and in 2015 she was appointed as Head of the DNB Expert Center for Fit & Proper assessments. In February 2017 Petra started as Director of Payments and Market. Prior to joining the Dutch Central Bank Petra had an international career as a financial advisor to emerging economies.
Prior to being appointed as EIOPA Chairperson Petra was an Alternate Member of the EIOPA Board of Supervisors. She was also the Chair of the EIOPA Policy Committee. Before that she participated in several EIOPA and CEIOPS working groups and fulfilled some international roles including Chair of the FSB fmiCBCM (recovery & resolution for CCPs), member of the BIS Committee for Payments and Market Infrastructures, member of the ECB Market Infrastructures Board, and member of the IAIS Technical Committee.
Petra has a European Masters in Law & Economics and a Masters in Russian Studies. She is married and proud mother of three children.
Stéphanie Yon-Courtin is a Member of the European Parliament (Renew Group), Vice-President of the Committee on Economic and Monetary Affairs (ECON) and substitute member of the Committee on the Internal Market and Consumer Protection (IMCO), on the Fisheries (PECH) and of the sub-committee on taxation (FISC). She was rapporteur for the 2019 annual competition policy report and shadow rapporteur for the 2020 report on the Capital Markets Union. She is also Chair of the delegation for relations with Canada and a member of the delegation for relations with the United States.
Stéphanie is also a member of the Calvados Departmental Council. Prior to her election as an MEP in 2019, she was Mayor of Saint-Contest, and a Vice-President of the urban community Caen la Mer.
Prior to that, Stéphanie worked as an advisor on international affairs in the office of Bruno Lasserre, former President of the French Competition Authority. She was admitted to the Paris Bar in 2004, specialising in competition law, and worked in international law firms. She also worked as a legal expert in the European Commission.
Stéphanie holds a Master’s degree in law from the Universities of Caen and Bristol, and a Master’s degree in European Business Law from the Institute of European Studies.
She is 45 years old, married and mother of two children. She is president of the association “Caen les femmes” created in 2011. She has been a regular contributor to the international political section of the journal Concurrences.
Belén Blanco, CFA, CESGA is the Head of BBVA Asset Management Europe.
Prior to that, from 2012 to 2023, Belén was the global Head of Quality Funds, the BBVA Platform specialized in International Investment Funds,
and Member of the BBVA Asset Management & Global Wealth
Management Committee.
Ms. Blanco joined BBVA in 1995 and she has held several different
positions that have let her become an expert in the Investment World.
Ms. Blanco earned a JD degree in Law and a BA in Economics
(Universidad Pontificia de Comillas), a Master in High European Studies (College of Europe, Belgium) and an Executive Master in Quantitative
Finance (AFI, Madrid). She is CFA Charterholder, CAd and CESGA.
A graduate of Economics from the Ca’ Foscari University of Venice, he began his professional career in 1986 at Banque Indosuez Paris, where he worked for three years as a financial analyst in the Investment Research Department before moving on to head Banque Indosuez Jakarta until 1991. He subsequently returned to Banque Indosuez Paris, from 1991 to 1995, where he began working in Wealth Management for international customers and Wealth Engineering.
In 1995, he attended the International Executive Programme at INSEAD (Fontainbleau – France), subsequently becoming Managing Director of Fiduciaria Indosuez SIM S.p.A. and Managing Director and General Manager of Crédit Agricole Indosuez Private Banking S.p.A. until 2005 in Milano. At the same time, he took on the role of Managing Director of Finanziaria Indosuez Ltd. in Lugano.
He was Deputy General Manager of Intesa Sanpaolo Private Banking S.p.A. from 2005 to 2015 and Managing Director of Sirefid S.p.A. from 2005 to 2010.
He was appointed Chair of the Board of Directors of Intesa Sanpaolo Private Banking Suisse S.A. for two years, from 2011 to 2012.
From 2015 to February 2020 he was Managing Director of Intesa Sanpaolo Private Banking S.p.A..
In January 2020 he was appointed Head of the Asset Management Division of Intesa Sanpaolo Group.
Since February 2020 he has been Chief Executive Officer and General Manager of Eurizon Capital SGR, Chair of Epsilon SGR, Chair of Eurizon SLJ Capital and also Deputy Chair of Eurizon Capital S.A..
Since January 2022 he has been Chair of Eurizon Capital Real Asset SGR.
Since March 2022 he has been Deputy Chair of Assogestioni – Italian Association of Asset Management
Since September 2022 he is President of the Financial Education Committee of Assogestioni
Joseph joined M&G plc in March 2023 as Chief Executive Officer of M&G Asset Management and became a member of M&G’s Group Executive Committee, reporting to Group Chief Executive, Andrea Rossi.
Joseph has accountability for all investment capabilities including the equity, fixed income, multi asset, private and alternative asset strategies alongside distribution, operations and proposition management across the Asset Management business.
With 31 years of experience in asset management, financial services, and consulting, Joseph joined from Natixis Investment Managers where he served as Head of Distribution and Investment Solutions for EMEA, APAC and LATAM and Global Chief Operating Officer.
Previously at AXA Investment Managers for 13 years, Joseph held senior positions, including Global Chief Operating Officer, Global Head of Markets & Investment Strategy and Head of Business Development for Southern Europe and the Middle East.
Ann Prendergast is executive vice president and head of the Europe, Middle East and Africa (EMEA) region for State Street Global Advisors, the investment management arm of State Street. She is a member of the State Street Global Advisors Operating Group and chairs the EMEA Executive Committee.
In her role, Ann has responsibility for spearheading the firm’s growth aspirations in EMEA and providing oversight for our broader activities in the region. She brings deep knowledge and understanding of our business to her role, having spent more than two decades of her career with State Street Global Advisors.
Previously, Ann was chief executive officer of State Street Global Advisors Europe Ltd, the entity with responsibility for State Street Global Advisors European Union businesses. Earlier, she led the sales and marketing team for the Irish market, having joined the organization in 2000.
Prior to joining us, Ann worked for the Bank of Ireland Group in both their fund administration and private banking divisions.
Ann holds a degrees in business studies from the University of Limerick, is a member of the Association of Chartered Certified Accountants (ACCA) and is a Certified Investment Fund Director (CIFD).”
You can download a PDF version of the agenda here
Registration and Networking Lunch
Welcome remarks
Keynote speech
CEO Panel
Networking Break
Keynote speech
What Role for financial markets in restoring European Union’s competitiveness?
The state of the EU’s economy and of its financial markets are preoccupying, to say the least – indicators clearly show that, in many respects, the EU is falling behind its major competitors, threatening the EU’s ability to preserve its strategic autonomy and to sustain the living standards of its citizens in the long run. Urgent action is needed. The panel will analyse the reasons underpinning this decline and will discuss possible solutions and, more specifically, the critical role that financial markets can play in putting the EU economy back on the right track and the need for an enabling regulatory framework.
Session on the potential of Artificial Intelligence for Asset Managers
Cocktail Reception for all participants
Welcome Coffee
Welcome Day 2
Keynote Speech
Defusing the pensions time bomb: how to best encourage long-term savings in Europe?
The panel would focus on new initiatives that are needed at the EU and national levels to support the key goal of helping EU citizens make better provision for pension and long-term savings needs through greater exposure to capital markets.
Keynote Speech
Networking Break
Financing the Green Transition: are we hitting the mark?
Is the fund industry mobilising enough private capital for sustainable development? The panel will discuss its role in the green transition, with a particular focus on new and innovative financing solutions, such as blended finance and impact investing. The panel aims to understand whether our industry’s efforts are sufficient vis-à-vis diverging global policy actions and current geopolitical challenges
Concluding Remarks
Networking Lunch
Sponsored By
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Address: Rue de la Chancellerie 1, 1000 Bruxelles
If you are driving to the venue, the closest car park is Interparking Albertina, using the entrance located on rue des Sols.
This car park is a 3 minute walk from the conference venue, crossing the Ravenstein Gallery
Note: Accommodation has not been booked for you. Hotels are subject to availability and best available rate at the time of booking.
Address: Rue Marche aux Herbes, Rue du Marché Aux Herbes 110, 1000 Bruxelles, Belgium
Approximately 5 minute walk from the event venue
Address: Grasmarkt, Rue du Marché Aux Herbes 100, 1000 Bruxelles, Belgium
Approximately 5 minute walk to the event venue
Address: Stormstraat 15, 1000 Brussel, Belgium
Approximately 4 minutes walk from the event venue
Address: Rue du Marché Aux Herbes, Brussels, Belgium
Approximately 7 minute walk to the event venue
Address: Rue de l’Amigo 1-3, 1000 Brussels
Approximately 11 minute walk to the event venue
Address: Carrefour de l’Europe 3, 1000 Brussels
Approximately 5 minute walk to the event venue
Address: Rue du Marché aux Herbes, 1000 Brussels
Approximately 7 minute walk to the event venue
Address: Boulevard de Waterloo 38, 1000 Brussels
Approximately 16 minute walk to the event venue
If you have any questions or you are interested in finding out more about the sponsorship opportunities available, please contact Miriam Brunson, EFAMA at info@efama.org
For more information on event logistics for IMF, please contact us using efama@forum-europe.com
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