MORNING KEYNOTE MARKETING & SALES COMMUNICATIONS FORUM

Transcription

1 MORNING KEYNOTE For the opening keynote, you will be in the company of all TSAM London attendees. This includes all participants from Technology & Operational Strategy, Client Reporting & Communications Forum, Marketing & Sales Communications Forum, Regulations & Compliance, Data Management and Performance Measurement & Investment Risk. 09:00 TSAM London 2018 Welcome Address James Hatwell, Senior Content Producer, Osney Media 09:10 Keynote Panel Discussion: Economist Predictions How the Macro Landscape Will Impact the Buy-Side Moderator: Danae Kyriakopoulou, Chief Economist & Head of Research, Official Monetary Forum for Financial Institutions Megan Greene, Global Chief Economist, Manulife Asset Management Philippe Waechter, Chief Economist, Natixis Asset Management Larry Hatheway, Group Chief Economist, GAM 09:40 Keynote Panel: Gender Equality & Diversity in Asset Management Moderator: Siobhan Clarke, Chief Operating Officer, M&G Operations Chris Newlands, Editor, Financial News Nuala Walsh, Board Member, UN Women Peter de Norville, Former Director of Global Diversity & Inclusion, Employers Network for Equality & Inclusion Alison Jefferis, Head of Corporate Affairs, Columbia Threadneedle Investments Deborah Gilshan, Governance & Stewardship Director, Aberdeen Standard Investments 10:15 Morning Networking & Refreshments Spend this time networking with your counterparts, meeting the exhibitors, taking part in one-to-one meetings. All of the keynote speakers will stick around for the break, giving you the opportunity to meet them in person and continue discussions. MARKETING & SALES COMMUNICATIONS FORUM The six individual conferences commence after the morning networking break. This enables you to dive into Marketing & Sales Communications for the rest of the day; alternatively, you have the opportunity to move between conferences to create your own, personalised programme. Session timings align across all the six programmes to make room transitions easy. 11:00 Chair s Welcome Address Andrea Favaloro, Founder & Managing Director, Contexo Capital

2 11:10 Opening Presentation: Creating the Complete Customer Journey Context: The customer journey- how a client experiences their interaction with the asset manager in this circumstance - is the be all and end all for not only marketeers, but anyone involved with customer interaction. Insights: There is significant competition across the industry, as firms are upping their development of technologies and tools such as chatbots, to improve their customer s journey. Analytical techniques that help us understand our customers more are also key to this. Takeaways: Come away with a clearer definition on what an outstanding customer journey really looks like when it comes to asset management, and how you as a marketing professional can do to contribute towards that. Frederic Lenoir, Chief Marketing, Communications & Innovation Officer, Natixis Interepargne 11:40 5 minute break to move between conferences 11:45 Panel Discussion: Becoming Part of a Fully Integrated Global Marketing Function Context: For asset managers operating on a global scale, integrating your group marketing actions across the varying regions, be it EMEA, APAC or the Americas, can be complex. Focusing on creating a fully integrated function can truly help when it comes to global efficiency. Insights: Learn more about the significant competition you will face from more nimble organisations who have successfully integrated, and the various challenges in achieving it, starting from the obvious geographical obstacles. Takeaways: Collaboration & communication are what hold the key to achieving global integration. Establish the best model for your firm to roll this out across multiple-regions and become a fully functioning global marketing force. Cheryle Dobbs, Head of Marketing & Communications, EMEA, PineBridge Investments David Rowe, Head of Marketing EMEA & APAC, Neuberger Berman Gian Luca Giurlani, Managing Director, TCW 12:20 5 minute break to move between conferences 12:25 Product Demonstration Senior Representative, Seismic 12:35 5 minute break to move between conferences

3 12:40 How Asset Managers are using Content, Data and Activity to understand Engagement and Deliver a better Client Experience As clients shift to greater use of digital channels to inform and make decisions, the industry is grappling with how to maintain a relationship in a world where there is less and less time to meet in person. Alpha has worked with many of the global asset management leaders to create an infrastructure and operating model that meets these challenges to enhance the client experience and deliver a more efficient organisation. This session will focus on the key building blocks, such as content automation, distribution and sales enablement. We ll discuss success factors that any asset management firm should have in mind as they make these leaps forward. Neil Curham, Chief Marketing Officer, Alpha FMC 13:05 Networking Lunch Spend this time at lunch meeting the exhibitors, taking part in one-to-one meetings and discussing the opening sessions with your peers. 14:15 Panel Discussion: Building a Marketing Team for the Modern Age Context: Marketing teams of 2018 have vastly different responsibilities to what they did 10, or even 5, years ago. This means that the skillsets needed for marketing professionals are constantly evolving, and team leaders need to be proactive in keeping their team relevant for the modern age of marketing Insights: For this to happen, the first task is to identify the skills that are currently needed, and will be needed in the future. How to go about gaining these skillsets and talent whether it be through recruitment or upskilling current team members, are methods that are all more complex than they sound. Takeaways: Learn not only how you can help mould your marketing team for current and future requirements, but also personally develop yourself into a marketing professional for the modern age. Courtney Waterman, Head of Marketing EMEA, Schroders Vicky Parrish, Head of RFP s, Marketing Analytics & Fund Reporting, Legal & General Investment Management Gwenaelle Gautier, Deputy Head of Product Development& Marketing, Lyxor Asset Management Tony Burke, Head of Investor Relations & Marketing, Helford Capital Management 15:05 5 minute break to move between conferences

4 15:10 How will Smart Speakers impact the way we Communicate as Marketers? 1. Will they take off? 2. Why I think it looks as though Facebook, Google, Amazon, Apple etc will make it work (a historical look at revenues in digital advertising and the values of these companies) 3. The role of publishers in this shift 4. The impact on search & websites for marketers in Asset Management Brodie Neader, Senior Manager, Digital Marketing, EMEA & US, First State Investments 15:30 5 minute break to move between conferences 15:35 Fireside Chat: Achieving Success in Multi-Channel Marketing Context: As technology develops, the sheer volume of possible marketing channels increases. All of these need to be considered and assessed in order to determine the most effective ways to communicate with your audience. Insights: The variety of different channels available to marketers are assessed, and the key will lie in organisations identifying how to allocate their resources across these. With this will come the increased opportunities to promote and sell products to a variety of potential clients. Takeaways: Find out how you can best allocate resources mainly time & budget to achieve multi-channel success across those that will be most productive for the clientele you are targeting. Come away from this presentation with a better idea of the different strategies you ll be implementing for each channel. Ross Duncton, Managing Director, Head of Marketing & Direct, BMO Global Asset Management Kirsten Burt, Executive Director, Head of Marketing, UK & Jersey, UBS Wealth Management 16:10 Networking and Refreshment Break Spend this time meeting the exhibitors, taking part in one-to-one meetings and discussing the sessions with your peers.

5 16:40 Creating a Roadmap for Your Content Marketing Architecture Context: With an abundance of content to communicate and a proliferation of channels for content delivery, including social media investment firms need a method of classifying, organizing and packaging all manner of communications intended for investor consumption. Insights: By reviewing the purposes served by different forms of content and the effective editorial approaches to each, you ll be able to establish a streamlined architecture for investor communications. Takeaways: This session will help you rationalize your collection of writings and assemble them into an array of literature and communications. Assaf Kedem, Senior Investment Writer, OppenheimerFunds 17:10 5 minute break to move between conferences 17:15 Presentation: The Psychology Behind Marketing Communications The two ways to get people to pay attention, and how changing a few words can make a huge impact Why the words that clients use might be the opposite of how you need to talk to them Simple and effective tactics for getting clients to take action and reply to your requests Hannah Lewis, Director, Behave London 17:35 Networking Party After the day s presentations have come to an end, continue your conversations and networking the night away with your peers.