2024 UK and European Investing at Scale Summit
and AIF UK and European Investors' Forum
November 18 : UK and European Investing at Scale Summit | Guildhall
November 19 : AIF UK and European Investors' Forum | Sheraton Grand London Park Lane
The Global Investors’ Leadership Council of AIF Global, in partnership with the City of London, is pleased to invite you to join us for a very special, two-day event: the inaugural Investing at Scale Summit and the AIF UK and European Investors’ Forum.
The Investing at Scale Summit will be held on Monday, November 18 at Guildhall in the City of London. The AIF UK and European Investors’ Forum will be held on Tuesday, November 19 at the Sheraton Grand London Park Lane Hotel in the Mayfair district of London.
Agenda to be released soon
Agenda at a Glance
Day One: Monday, November 18
UK and European Investing at Scale Summit
8:30–9:00 a.m.
Registration and Continental Breakfast
9:00–9:30 a.m.
Opening Remarks and Introductions
- Brant Maller, Founder and CEO, AIF Global and the AIF Institute
- Melissa Waller, President, AIF Global and the AIF Institute
Opening Keynote:
- Alastair John Naisbitt King DL (Alderman), 696th Lord Mayor of London
9:30–10:45 a.m.
Geopolitical Dynamics: Trump 2.0 Policy Expectations
Introduction:
- Elena Manola-Bonthond, CIO, CERN Pension Fund and AIF Investor Board Co-Chair
Presenter:
- Nico FitzRoy, Senior Europe Analyst and Partner, Signum Global Advisors
11:00 a.m.–12:00 p.m.
Industry Changes in Allocation, Organizational Structures and Managing Risk
- Roger Urwin, Global Head of Investment Content, WTW
12:00–1:30 p.m.
Lunch and Keynote Address: Cross-border Deployment of Global Capital and Macro Themes
- His Excellency Georges Friden, Ambassador of Luxembourg to the UK
1:30–2:30 p.m.
The Challenges of Investing in Private Equity at Scale
Tim Jenkinson, Professor of Finance, Said Business School, University of Oxford
2:45–3:45 p.m.
Sustainable Investing with AI and Alternative Data
- Katharina Schwaiger, Managing Director, Factors, Sustainable and Solutions, BlackRock
4:00–5:00 p.m.
Deploying at Scale: The Consultant, OCIO and Manager Perspectives
- Zeenat Patel, Alternatives Investment Director, Mercer
5:00–7:00 p.m.
UK and European Investing at Scale Summit Reception
Day Two: Tuesday, November 19
2024 AIF UK and European Investors' Forum
8:00–8:30 a.m.
Registration for Women Investors' Breakfast Discussion
8:30–10:00 a.m.
Women Investors’ Breakfast Discussion: Celebrating 10 Years of Women Investors' Programming (open to registered women only)
Introduction by:
- Melissa Waller, President, AIF Global and the AIF Institute
- Valerie Benard, Partner, Aksia Europe Limited
Moderator:
- Vivienne Artz, CEO, FTSE Women Leaders Review
Panelists:
- Marisa Drew, Chief Sustainability Officer, Standard Chartered Bank
- Beatrice Hollond, Chairman, F&C Investment Trust PLC, Chair, Trustee Board, Esmée Fairbairn Foundation
9:30–10:00 a.m.
General Registration for the UK and European Investors' Forum
10:00–10:45 a.m.
Portfolio Construction: The Use of AI in The Portfolio
- Elena Manola-Bonthond, CIO, CERN Pension Fund and AIF Investor Board Co-Chair
- Sorina Zahan, CEO and Founder, Aiperion
11:00–11:45 a.m.
Private Credit Roundtable: Opportunistic, Structured, and Specialized Strategies
Session Co-Leaders:
- Veronica Bateman, Managing Director, Aksia
- You-Ha Hyun, Principal, Perpetual Investors GmbH
Session Participants:
- Dean Atkins, Managing Director, Head of Europe, 400 Capital Management
- Ruediger Blank, Partner, Park Square Capital
- Boyd Fellows, Managing Partner, ACORE Capital
12:00–1:00 p.m.
Lunch
1:00–1:45 p.m.
Private Credit Roundtable: Direct Lending
Session Leader:
- Tamsin Coleman Principal – Senior Private Debt Specialist, Mercer
Session Participants:
- Keith Carter, Senior Managing Director, Man Varagon
- Shane Lanigan, Portfolio Manager, Beach Point Capital Management
- David Linehan, Investment Director, GP Investments, Legal & General
2:00–2:45 p.m.
Private Equity Roundtable
Session Leader:
- Nicolas Schellenberg, Managing Director, Cambridge Associates
Session Participants:
- Maria Borges, Senior Vice President, Providence Equity
- Eric Deram, Founder and CEO, Flexstone Partners
- Chinedu Mofunanya, Deputy Head, Externally Managed Investments, Nigeria Sovereign Wealth Authority
- Antoine Pupin, Director, BPI Finance
3:00–4:00 p.m.
Progress and Challenges in Energy Transition and Infrastructure
Introduction by:
- Imogen Rose-Smith, Research Director, AIF Global and the AIF Institute
Moderator:
- Mark Campanale, Founder and Director, Carbon Tracker Initiative
Panelists:
- Lorenzo Marchioni, European Real Assets Investment Research, Aksia Europe
- Russell Metcalfe, Senior Director, Diversified Alternative Equity, Barings
- Nathalia Millan, Head of ESG for Private Equity, Tikehau Capital
- Tom Roterham-Winqvist, Founder, Featherlight
4:15–5:15 p.m.
Real Assets Roundtable
Session Leader:
- Andrew Sawyer, Fellow, AIF Institute
Session Participants:
- Britta Drexler, Principal, Apollo Global Management
- Elena Manola-Bonthond, CIO, CERN Pension
- Rocio Oriol, Senior Director, CBRE Investment Management
- Ivo de Wit, Managing Director, Goldman Sachs Asset Management
- Kirill Zavodov, Head of European Private Real Estate, PIMCO
5:15–6:15 p.m.
Closing Reception
Investing at Scale Summit and Investors' Forum Investor and Consultant Participant List
AIMCo
Aly Rahemtulla, Portfolio Manager
Aksia
Veronica Bateman, Senior Vice President, Private Credit Strategist
Valerie Benard, Partner
Lorenzo Marchioni, European Real Assets Investment Research
Australian Super
Tom Rogers, Senior Director, Macro Research, Europe
Border to Coast Pensions Partnership Limited
Vicky Hall, Assistant Portfolio Manager
BPI France
Nicolas Jacquemin, Managing Director
Antoine Pupin, Director
Brunel Pension Partnership
Tom Cottrell, Portfolio Manager
Cambridge Associates
Nicolas Schellenberg, Managing Director
CERN Pension
Elena Bonthond-Manola, CIO
DBJ (Development Bank of Japan) Europe Limited
Naoki Shinada, CEO
Emirates Investment Authority
Paul Oliver, Head of Fixed Income and Treasury
Esmée Fairbannk Foundation
Beatrice Hollond, Chair, Trustee Board
Hanwha Life Insurance
Jongha Jeon, Investment Strategist
Hyundai Marine & Fire Insurance
Youngmin Lee, Office Representative
JIMCO
William Favrot, Associate Director
Korea Investment Corporation (KIC)
Gun Ung Lee, President of UK Branch
Manulife
Kunal Guha, Global Head of Strategic Partnerships, Institutional
Mercer
Tamsin Coleman, Principal, Senior Private Debt Specialist
Zeenat Patel, Alternatives Investment Director
Nigeria Sovereign Investment Authority
Chinedu Mofunanya, Deputy Head, Externally Managed Investments
Nippon Life Global Investors Europe Plc
Yu Kosaka, Managing Director & CEO
Perpetual Investors GmBH
You-Ha Hyun, Principal
Railpen Limited
Joyce Zhou, Investment Analyst
Russell Wood
Imtayaz Ahmed, Deputy CIO
SBI Shinsei International Limited
Takahiro Yamaoku, CEO
Standard Charter
Marissa Drew, Chief Sustainability Officer
StepStone Group
Michael Elio, Partner
WTW
Louise Smith, Global Digital Leader
