Global Investment
Management Summit

Tuesday 10 & Wednesday 11 June 2025
Guildhall, London, UK

In association with

AN EXCLUSIVE EVENT HOSTED BY INVESTMENT FIRMS, IN PARTNERSHIP WITH THE INVESTMENT ASSOCIATION, THE CITY OF LONDON CORPORATION AND THE UK DEPARTMENT FOR BUSINESS AND TRADE

This event is by invitation only

Technology partner

Technology partner

Supporting sponsor

Against a fast-moving backdrop of shifting geopolitical forces and a transitioning global economy, leading figures from the UK fund management industry joined The Investment Association and the UK government to host major international investors at this exclusive event.

2025 event highlights

Our exciting agenda featured panel debates with CEOs and senior leaders from over 12 sponsoring asset managers, and GIMS also boasted an impressive line-up of independent keynote speakers, featuring prominent figures from the worlds of investment, business, politics and science.

The event was held at an important time for investors as they start to analyse the impact on their investment strategies after half the world's population went to the polls in 2024, including the implications of Trump 2.0. We also examined the longer-term outlook across asset classes, as central banks continue to battle inflation.

Meanwhile, the Summit provided an opportunity to explore major themes such as how to future-proof portfolios to address issues like ageing populations, as well as appeal to younger investors of the future.

Our expert speakers helped us analyse key trends, including the growth of active ETFs, private markets structures and the next stage of evolution for sustainable and impact investing.

Showcasing the UK's continued growth as a global hub of financial innovation, a major focus was on technology and the future of asset management, including how the sector is incorporating AI, investing in big data and tokenisation.

TOPICS

Geopolitics and markets

Future-proofing portfolios

Innovation and technology

Accelerating growth

Future of asset management

Please see the agenda below for more detail on each of the topics

Agenda

Investing Through Complexity, Accelerating Future Growth

Pre-event Day 1 Day 2

Please note all times referenced are BST

PRE-EVENT – MONDAY 9 JUNE
18:00 – 20:00	Welcome reception at the Pan Pacific Hotel

DAY 1 – TUESDAY 10 JUNE
09:15	Registration and refreshments
10:00	Welcome remarks Jack Knight, Deputy Chief Executive, The Investment Association Louise Beale, TV News Correspondent and Presenter
10:15	Opening keynote speaker Alastair King, The Rt Hon. The Lord Mayor of the City of London
10:30	GEOPOLITICS AND MARKETS Keynote: Navigating the consequences of political change A new political landscape is disrupting trade flows, redefining strategic alliances, and shifting diplomatic approaches. This session will provide a strategic overview of policy changes under the Trump administration and consider their direct and indirect consequences on the global economy and geopolitical landscape. Ambassador Anthony Gardner, United States Ambassador to the European Union (2014-2017)
11:00	Panel: Investing in an age of uncertainty New political regimes, rising nationalism, and Trump 2.0 are forcing investors and asset managers to reassess their strategies. This panel discussion delves into the complex intersection of geopolitics and investment, providing expert insights on how to navigate this evolving terrain. How are investors adapting to the changing policies and mandates of new political regimes worldwide? How are different countries and regions adjusting their investment approaches in the face of rising protectionism and consequences of Trump 2.0? What impact will new government stances on climate change have on investment decisions and sustainable finance? Assessment of geopolitical risks, mitigation strategies, and identifying potential opportunities for future asset allocation. Moderator Karen Northey, Director, Corporate Affairs, The Investment Association Panellists Matthew Beesley, Chief Executive Officer, Jupiter Asset Management Sonja Laud, Chief Investment Officer, Legal & General Investment Management Christian Stracke, President, Global Head of Credit Research, PIMCO
11:30	Break
11:50	FUTURE-PROOFING PORTFOLIOS Keynote: Future-proofing UK investment management: How FCA reforms are accelerating a growth environment Exploring the FCA's strategic reforms designed to enhance the UK investment management sector's competitiveness and drive growth. In this keynote address, the FCA will provide insight into the objectives driving the reforms, the key areas under review, and learn how these initiatives will facilitate a more growth-focused and agile environment for the UK investment management industry. Simon Walls, Interim Executive Director of Markets, Financial Conduct Authority
12:10	Keynote: Adapting to demographic shifts Dr. Paul Redmond, Bestselling Author and Employment Guru The vast transfer of wealth from baby boomers to younger generations is underway, creating a new generation of high-net-worth individuals. This session will delve into the wealth aspirations, implications for investment strategies, and concerns of this evolving demographic. Exploring how this new generation's approach to wealth differs from previous generations. How can investment best serve the needs of this emerging market? How are investment firms adjusting their portfolio construction and product development to cater to the changing needs and preferences of investors?
12:40	Panel: Future-proofing portfolios to provide long-term performance and best outcomes for investors With an ever-growing member base and evolving market dynamics, how can defined contribution pension schemes ensure best possible investor outcomes? Gain valuable insights into how investment strategies, capital deployment, asset allocation, and risk management frameworks are evolving. This session offers a unique opportunity to learn from leading pension providers on how to future-proof portfolios and safeguard the financial future of millions. Moderator Jonathan Lipkin, Director, Policy, Strategy & Innovation, The Investment Association Panellists Liz Fernando, Chief Investment Officer, Nest Piers Hillier, Chief Investment Officer, Royal London Asset Management Alex Veroude, Head of Fixed Income, Janus Henderson Investors
13:10	Lunch
14:00	INNOVATION AND TECHNOLOGY Keynote: AI and the future of investment Sana Khareghani will provide an essential guide on the current state of AI technology, global regulatory trends and approaches to AI adoption. Her keynote will provide a comprehensive overview of how AI is transforming the investment and finance sector, outline the strategic implications for integrating AI technologies, and explore how this technology will reshape competitive advantage and decision-making in the years ahead. Sana Khareghani, Professor of Practice in AI, King's College London and Former Head of UK Government Office for Artificial Intelligence
14:30	Panel: From data to decisions - technology's impact on investment management The investment landscape is undergoing a rapid transformation fuelled by advancements in technology, data analytics, and computing power. This session will bring together leading experts to explore how these forces are revolutionising decision-making and operations in investment management. What is the role of technology in the investment management industry? What is the impact and application of AI in investment management? How are asset managers using data to understand client behaviour and improve portfolio performance? Examining how blockchain technology can be leveraged to enhance green bond issuance and renewable energy investment. What are the risks and challenges around technology and AI in the investment management industry? Moderator Louise Beale, TV News Correspondent and Presenter Panellists Jon Cambras, Head of Emerging Technology, Vanguard Olivier Bouteille, Chief Client Officer, Amundi Technology
15:00	Break
15:30	Workstreams – pitches, expert insight, interactive workshops Technology and innovation workstream The Digital Horizon: Navigating technology and innovation in investment Providing a comprehensive view of tech's strategic role in investment through a mix of expert talks, panel discussions, and lively start-up pitches. This workstream will explore and showcase the impact of technology innovation across the investment industry. Join experts from Amundi Technology, Microsoft, and The Investment Association's Engine Innovators as they delve into the cutting-edge fintech driving efficiency, enhancing decision-making, and fundamentally reshaping the future of investment management. Opening keynote Symon Garfield, Director – Capital Markets AI & Digital Strategy, Microsoft Panel: Innovation in investment management Magnus Mathisen, Head of Sales, Ediphy Gillian Painter, Director of Membership, Enterprises, Marketing & Engine, The Investment Association Ashley Smith, Strategic Client Acquisition Specialist, Droit Simon Swords, Senior Advisor, Engine Power Pitches: Engine Innovators Marion Aubert, Co-Founder & CIO, WeeFin James Goater, Founder & CEO, InTick James Munro, Business Development Manager, Level E Research Andrew Ritchie, MD of Enterprise Development, Pontoro Laurence Timmons, VP Head of Business Development, Sibli Read more Future-proofing portfolios workstream Long-term investing in the age of “move fast and break things” The speed of political and technological change can be disorientating. But investors with long-term objectives must keep their eyes on the horizon. Distinguishing between lasting change and short-term volatility is key. This workstream will provide the perspectives needed for truly resilient long-term investing. The future-proofing portfolios workstream will kick-off with an insightful scene-setting fireside chat between geopolitical strategist Tina Fordham, co-founder of Fordham Global Foresight, and Rose Vangerven, CEO of Findlay Park. We are then delighted to welcome: Dipesh Mesuria, Head of Fund Research, Bordier UK Simon Pryke, Alderman and Executive Chair, Findlay Park Edward Smith, Co-CIO, Rathbones Investment Management This expert panel of investors will tackle critical questions, including: How do we distinguish between long-term change, and short-term noise? How do we grapple with the 'TikTokification' of society, politics, and investment? In an uncertain world, must we still only manage what we can measure? Read more
16:30	Drinks reception

DAY 2 – WEDNESDAY 11 JUNE
08:30	Refreshments
09:00	Welcome Louise Beale, TV News Correspondent and Presenter
09:10	ACCELERATING GROWTH Keynote: Mission-orientated growth Renowned economist Professor Mariana Mazzucato considers the opportunities for investors, that are seeking the next waves of growth, to participate in future transformative innovations, drive new markets, and create sustainable, long-term economic growth. Dr. Mariana Mazzucato, Professor of Economics of Innovation & Public Value at University College London
09:40	Keynote: Navigating a new global economy and world order An engaging and insightful conversation exploring the landscape of global trade and international politics. Jeremy Hunt will share his unique perspectives on the challenges and opportunities facing world leaders in today's rapidly changing geopolitical environment. Drawing on extensive experiences from his political career, Jeremy will discuss emerging trade dynamics, the impact of new political leadership, and Britain's strategic role in an increasingly complex world order. Jeremy Hunt, Member of Parliament and former Chancellor of the Exchequer
10:10	Ministerial keynote Emma Reynolds MP, Economic Secretary to the Treasury and City Minister
10:30	Break
11:00	ACCELERATING GROWTH Keynote: Picking what matters Nat Benjamin, the Bank of England's Executive Director for Financial Stability Strategy and Risk and a member of its Financial Policy Committee, will discuss the link between stability, long-term growth, and economic welfare. In the context of a shift in the provision of vital financial services from the banking sector towards the non-bank sector, and a changing technology and global environment, Nat will discuss how the Bank of England's financial stability framework to inform the prioritisation of financial policy is evolving. Nathanaël Benjamin, Executive Director for Financial Stability Strategy and Risk, Bank of England
11:30	FUTURE OF ASSET MANAGEMENT Panel: Evolution of private markets Examining the factors enabling greater access to private markets in wealth and DC pension markets. Overview of private market products. Strategies for allocating private markets within portfolios, including risk profiling and client segmentation. Practical guidance on navigating the challenges of illiquidity, valuation, due diligence, and fees. Moderator Miranda Seath, Director, Market Insight & Fund Sectors, The Investment Association Panellists Amy Jupe, Managing Director, External Investing Group, Goldman Sachs Asset Management Brandon Robinson, Managing Director, Global Deputy Head of Private Markets, J.P. Morgan Asset Management
12:00	Panel: Positioning for the future The asset management industry is at a critical juncture. Evolving investor preferences, rapid technological advancements, increasing regulatory scrutiny, and a complex global landscape are reshaping the investment landscape. This session will reflect on the key themes and insights explored throughout the event and explore how asset managers are adapting and innovating to thrive in this dynamic environment. With a shift towards passive management and ETFs, what is the long-term viability of active management? What are the new considerations when developing and bringing products to market? What does the ever-increasing consolidation of asset owners mean for asset managers? Best practices for managing an evolving talent pool in asset management How has sustainable investing moved on? Preparing and adapting to geopolitical events. Insights into the advancements of data and AI and future influence on investment strategies, decision-making and efficiencies. Moderator Jack Knight, Deputy Chief Executive, The Investment Association Panellists Erich Gerth, Chief Executive Officer, RBC BlueBay Asset Management Ann Prendergast, Head of EMEA, State Street Global Advisors Mark Versey, Chief Executive Officer, Aviva Investors
12:30	Closing remarks Jack Knight, Deputy Chief Executive, The Investment Association Louise Beale, TV News Correspondent and Presenter
12:40	Closing lunch
13:30	Departures

Speakers

External speakers

Nathanaël Benjamin

Executive Director for Financial Stability Strategy and Risk, Bank of England

Liz Fernando

Chief Investment Officer, Nest

Tina Fordham

Founder of Fordham Global Foresight

Ambassador Anthony Gardner

United States Ambassador to the European Union (2014-2017)

Jeremy Hunt

Member of Parliament and former Chancellor of the Exchequer

Sana Khareghani

Professor of Practice in AI, King's College London and Former Head of UK Government Office for Artificial Intelligence

Alastair King

The Rt Hon. The Lord Mayor of the City of London

Dr. Mariana Mazzucato

Professor in the Economics of Innovation and Public Value, University College London

Dipesh Mesuria

Head of Fund Research, Bordier UK

Dr. Paul Redmond

Bestselling Author and Employment Guru

Emma Reynolds

Economic Secretary to the Treasury and City Minister

Edward Smith

Co-CIO, Rathbones Investment Management

Simon Walls

Interim Executive Director of Markets, Financial Conduct Authority

Louise Beale - Host

TV News Correspondent and Presenter

Asset management speakers

Matthew Beesley

Chief Executive Officer
Jupiter Asset Management

Olivier Bouteille

Chief Client Officer
Amundi Technology

Jon Cambras

Head of Emerging Technology
Vanguard

Erich Gerth

Chief Executive Officer
RBC BlueBay Asset Management

Piers Hillier

Chief Investment Officer
Royal London Asset Management

Amy Jupe

Managing Director, External Investing Group
Goldman Sachs Asset Management

Sonja Laud

Chief Investment Officer
Legal & General Investment Management

Ann Prendergast

Head of EMEA
State Street Global Advisors

Brandon Robinson

Managing Director, Global Deputy Head of Private Markets
J.P. Morgan Asset Management

Christian Stracke

President, Global Head of Credit Research
PIMCO

Rose Vangerven

Chief Executive Officer
Findlay Park

Alex Veroude

Head of Fixed Income
Janus Henderson Investors

Mark Versey

Chief Executive Officer
Aviva Investors

Contact

If you have any questions about the Global Investment Management Summit please contact us at events@gim-summit.com.

Photos from the 2023 event

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