Save the date!

We look forward to seeing you for the 30th edition of the conference, taking place from 21 – 22 November 2024.

About the Event


The Investment Management Forum is EFAMA’s flagship event, bringing together industry leaders, investors and policymakers to discuss topics of common interest and importance.

Thank you to everyone that attended the 29th edition which took take place at the Chancellerie Auditorium of BNP Paribas Fortis in Brussels from 23 – 24 November 2023 and featured an exciting programme of keynote speeches, an exclusive CEO panel and panel sessions.

 

Register for your place at the conference today!

Key Conference Themes

Alternative investments and their role in achieving the Commission’s objectives for the Capital Markets Union

Trading data and the evolving nature of market data, legal frameworks and the challenges in providing fair and equitable access to data

The role of engagement and stewardship: asset managers as stewards of the companies in which they invest and their ability to improve the investee’s companies’ financial, environmental, social and governance performance

2023 Event Highlights

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

2023 Event Highlights


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

Keynote Speakers Included

Jean-Paul Servais

Jean-Paul Servais

Chair,
International Organisation of Securities Commissions (IOSCO)

Verena Ross

Verena Ross

Chair,
European Securities and Markets Authority (ESMA)

Marcel Haag

Marcel Haag

Director for Horizontal Policies,
DG FISMA European Commission

John Schindler

John Schindler

Secretary General,
Financial Stability Board (FSB)

CEO Panel Speakers

Karin Van Baardwijk

Karin van Baardwijk

Chief Executive Officer,
Robeco

Juan Bernal

Juan Bernal

Chief Executive Officer,
CaixaBank Asset Management

Hamish Forsyth

Hamish Forsyth

President - Europe and Asia,
Capital Group

Johan Lema

Johan Lema

Chief Executive Officer,
KBC Asset Management

Philippe Setbon

Philippe Setbon

Chief Executive Officer,
Ostrum Asset Management

Agenda

You can download a PDF version of the agenda here

Day 1
2023-11-23
Day 2
2023-11-24
12:15
Buffet Lunch Opens
13:45 - 14:00
Welcome Speech
Welcome Speech image
Sandro Pierri
President, EFAMA
14:00 - 14:30
Keynote Speech
Keynote Speech image
Marcel Haag
Director for Horizontal Policies, DG FISMA European Commission
14:30 - 15:30
CEO Panel

This year’s Investment Management Forum will be a unique opportunity to discuss the state of the European investment management industry, changing customer expectations, retail participation in capital markets, the growth of sustainable finance and how to successfully navigate a challenging macroeconomic and geopolitical outlook and turbulent markets. Four CEOs will share their own experience and views on these events, and more.

CEO Panel image
David Ricketts (Moderator)
Asset Management Correspondent, Financial News
CEO Panel image
Karin van Baardwijk
Chief Executive Officer, Robeco
CEO Panel image
Juan Bernal
CEO, CaixaBank Asset Management
CEO Panel image
Hamish Forsyth
President, Europe and Asia, Capital Group
CEO Panel image
Johan Lema
CEO, KBC Asset Management
CEO Panel image
Philippe Setbon
Chief Executive Officer, Ostrum Asset Management
15:30 - 16:15
Networking Break
16:15 - 17:15
Charting the horizon: how the next Commission can forge stronger capital markets

Find out what prominent EU policymakers and industry leaders have to say about the next Commission’s priorities for financial services and asset management. Are we making effective progress towards a Capital Markets Union? Is the EU on track with its ambitious sustainable and digital finance agendas? What should the next targets be and what role can asset managers play?

Charting the horizon: how the next Commission can forge stronger capital markets image
William Wright (Moderator)
Managing Director, New Financial
Charting the horizon: how the next Commission can forge stronger capital markets image
Armel Castets
Acting Deputy Director of Corporate Finance and Financial Markets, French Treasury
Charting the horizon: how the next Commission can forge stronger capital markets image
Paulina Dejmek Hack
Director, General Affairs, DG FISMA, European Commission
Charting the horizon: how the next Commission can forge stronger capital markets image
Vincent Ingham
Director, Regulatory Policy, EFAMA
Charting the horizon: how the next Commission can forge stronger capital markets image
Esther Wandel
Head of Division for Investment Funds & Sustainable Finance, German Federal Ministry of Finance
17:15 - 17:45
The US Move to T+1 Settlement – implications for European markets

Leading asset managers will discuss the coming changes to the US settlement cycle and what this means beyond the US market.  What does a move to T+1 mean for players along the settlement chain?  What is the rationale for shortening the settlement cycle, and how prepared is Europe for trading in a US T+1 environment?  These are just some of the topics to be covered in this session, along with the burning question: should the EU also be considering a move to T1?

The US Move to T+1 Settlement  – implications for European markets image
Andrew Gordon (Moderator)
Senior Advisor, The ValueExchange
The US Move to T+1 Settlement  – implications for European markets image
Huw Gronow
Head of Dealing, Newton Investment Management
The US Move to T+1 Settlement  – implications for European markets image
Franck Noel
Head of Market Structure & Strategy, AXA IM
18:00
Cocktail Reception
09:00 - 09:05
Welcome Day 2
09:05 - 09:35
Fireside Chat

In the aftermath of Covid-19, financial stability remains a heavily debated topic in European and global policymaking circles. The recent FSB and IOSCO consultations on liquidity management in open-ended funds seek to update their previous recommendations in light of the “lessons learnt” from March 2020 and more recent market corrections. There is no better moment to speak to the Secretary General of the FSB on the motivations behind the FSB’s most recent work and where its ultimate policy objectives may lie.

Fireside Chat image
Jonathan Lipkin (Moderator)
Director of Policy, Strategy and Innovation, The Investment Association
Fireside Chat image
John Schindler
Secretary General, Financial Stability Board (FSB)
09:35 - 10:35
Seeing the forest for the trees: navigating the ESG investing regulatory framework

Sustainable finance regulations are only a few years old and have been a significant learning exercise so far. It has become increasingly clear that improvements can still be made, with the disclosure framework for ESG investing currently under review. In this session, industry experts, leading policymakers and sustainability stakeholders will discuss the challenges and successes to date, as well as what the future should look like.

Seeing the forest for the trees: navigating the ESG investing regulatory framework image
Tamara Cizeika (Moderator)
Counsel, Financial Services Regulatory Group, Allen & Overy
Seeing the forest for the trees: navigating the ESG investing regulatory framework image
Magdalena Kuper
Head of Sustainability / Vice President Legal, German Investment Funds Association BVI
Seeing the forest for the trees: navigating the ESG investing regulatory framework image
Elisabeth Ottawa
Head of Public Policy Europe, Schroders
Seeing the forest for the trees: navigating the ESG investing regulatory framework image
Shaneera Rasqué
ESG Coordinator, Investment Funds, Commission de Surveillance du Secteur Financier (CSSF)
Seeing the forest for the trees: navigating the ESG investing regulatory framework image
Ebbe Rogge
Senior Policy Advisor, AFM (Netherlands)
Seeing the forest for the trees: navigating the ESG investing regulatory framework image
Chiara Del Prete
Chairwoman, EFRAG TEG
10:35 - 11:05
Networking Break
11:05 - 11:40
Keynote Speech
Keynote Speech image
Verena Ross
Chair, European Securities and Markets Authority (ESMA)
11:40 - 12:40
Turning Europe’s savers into investors: does the Retail Investment Strategy help or hinder?

Many years of discussion have culminated in the European Commission releasing their long-awaited Retail Investment Strategy. The goal is to increase European retail participation in capital markets, which would benefit the EU’s population of savers as well as further the Capital Markets Union project. This session gathers together influential policymakers, asset managers and industry experts to debate the pros and cons of the various proposals. What is “value for money” through an EU citizen’s lens? What does it mean to ban execution-only commissions? Is the package in line with the EU’s digital and sustainable finance vision?

Turning Europe’s savers into investors: does the Retail Investment Strategy help or hinder? image
Julia Backmann (Moderator)
Managing Director, Head of EU Business Legal, Allianz Global Investors
Turning Europe’s savers into investors: does the Retail Investment Strategy help or hinder? image
Stéphanie Yon-Courtin
Member, European Parliament
Turning Europe’s savers into investors: does the Retail Investment Strategy help or hinder? image
Marcel Haag
Director for Horizontal Policies, DG FISMA European Commission
Turning Europe’s savers into investors: does the Retail Investment Strategy help or hinder? image
Delphine de Chaisemartin
Deputy Chief Executive Officer, AFG
Turning Europe’s savers into investors: does the Retail Investment Strategy help or hinder? image
Gero Schomann
Head of Coverage Germany & Austria DWS International GmbH
Turning Europe’s savers into investors: does the Retail Investment Strategy help or hinder? image
Marta Oñoro
General Counsel, Allfunds
Turning Europe’s savers into investors: does the Retail Investment Strategy help or hinder? image
Fernando Álvarez-Cienfuegos
Financial Services Counsellor, Spanish Permanent Representation to the EU
12:40 - 13:10
Keynote Speech
Keynote Speech image
Jean-Paul Servais
Chair, International Organisation of Securities Commissions (IOSCO)
13:10 - 13:15
Concluding Remarks
Concluding Remarks image
Massimo Greco
Vice President, EFAMA
13:15
Networking Lunch
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#IMF2023

Sponsors

Sponsors of the Investment Management Forum 2023 include:

Sponsored by 

BNP Paribas
Simmons&Simmons
Waystone

Media Partners

PwC_fl_c Logo v2
PNG-Simmons Wordmark RGB Coral

Event Information

Venue

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 

Suggested Accommodation

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

Click here to visit the website

Address: Grasmarkt, Rue du Marché Aux Herbes 100, 1000 Bruxelles, Belgium

Approximately 5 minute walk to the event venue

Click here to visit the website

Address: Stormstraat 15, 1000 Brussel, Belgium

Approximately 4 minutes walk from the event venue

Click here to visit the website

Address: Rue du Marché Aux Herbes, Brussels, Belgium

Approximately 7 minute walk to the event venue

Click here to visit the website

Address: Rue de l’Amigo 1-3, 1000 Brussels

Approximately 11 minute walk to the event venue

Click here to visit the website

Address: Carrefour de l’Europe 3, 1000 Brussels

Approximately 5 minute walk to the event venue

Click here to visit the website

Address: Rue du Marché aux Herbes, 1000 Brussels

Approximately 7 minute walk to the event venue

Click here to visit the website

Address: Boulevard de Waterloo 38, 1000 Brussels

Approximately 16 minute walk to the event venue

Click here to visit the website

Venue

Address: Rue de la Chancellerie 1, 1000 Bruxelles

Suggested Accommodation

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

Click here to visit the website

Address: Grasmarkt, Rue du Marché Aux Herbes 100, 1000 Bruxelles, Belgium

Approximately 5 minute walk to the event venue

Click here to visit the website

Address: Stormstraat 15, 1000 Brussel, Belgium

Approximately 4 minutes walk from the event venue

Click here to visit the website

Address: Rue du Marché Aux Herbes, Brussels, Belgium

Approximately 7 minute walk to the event venue

Click here to visit the website

Address: Rue de l’Amigo 1-3, 1000 Brussels

Approximately 11 minute walk to the event venue

Click here to visit the website

Address: Carrefour de l’Europe 3, 1000 Brussels

Approximately 5 minute walk to the event venue

Click here to visit the website

Address: Rue du Marché aux Herbes, 1000 Brussels

Approximately 7 minute walk to the event venue

Click here to visit the website

Address: Boulevard de Waterloo 38, 1000 Brussels

Approximately 16 minute walk to the event venue

Click here to visit the website

Contact

If you have any questions or you are interested in finding out more about the sponsorship opportunities available, please contact Miriam BrunsonEFAMA at info@efama.org

For more information on event logistics for IMF, please contact us using efama@forum-europe.com