Be inspired by insightful sessions that will challenge your thinking.


Structured Credits - Full attendance at the Summit constitutes 5.75 hours of learning.


  • 8:30 AM


  • 9:15 AM

    Lights, camera, action - welcome

    Jihan Diolosa
    Director, Strategic Client Solutions
    Russell Investments

  • 9:20 AM

    Making sense of the world today - one investment at a time

    Senior members of our investment division will first help you make sense of current economic challenges and question some of the assumptions that are impacting investors. They will then deliver investment insight, transparency and clarity on how our portfolios are positioned to manage risks in today’s market.

    Pete Gunning
    Global Chief Investment Officer
    Russell Investments

    Andrew Pease
    Global Head of Investment Strategy
    Russell Investments

    David Vickers
    Senior Portfolio Manager
    Russell Investments

  • 10:20 AM

    Morning tea and connecting

  • 11:00 AM

    Inspiring a generation to save for life

    Iona will enlighten us on how young people view financial services and what they expect from them. She will discuss how financial services can become more values-driven, responsible and interactive. She will also look at the effects of personal finance on mental health and wellbeing, and the role of employers in ensuring staff have access to practical financial advice.

    Iona Bain
    Young Money Blog and Agency

    Jack Sparkes
    Associate Director – Wholesale
    Russell Investments

  • 11:35 AM

    Breakout session 1A
    The Adviser – Evolved

    It’s no secret that fundamental demographic, regulatory and technology trends are driving change across the advisory industry. This creates challenges, but also opportunities particularly for those advisers who recognise that the status quo is no longer a sustainable option. This session will provide practical strategies to capitalise on the shifting landscape to achieve growth: how best to optimise your time, your inventory and outcomes for your clients, and for yourself.

    Sophie Gilbert
    Head of AIS Business Solutions
    Russell Investments

  • 11:35 AM

    Breakout session 1B
    Avoiding supplements: Building superior growth through private markets

    The persistent decline in yields continues to be problematic and as a result, investors continue their quest to identify attractive opportunities to generate growth through private markets. In this session we explore what opportunities exist to dynamically employ capital across illiquid asset classes to enhance returns and how investors should manage the risks associated with illiquid investments.

    Brett Deits
    Senior Portfolio Manager
    Russell Investments

  • 11:35 AM

    Breakout session 1C
    The relentless quest to increase value for money

    In the pursuit of greater value for money, many investors have moved to passive to help them realise their mission of achieving desired outcomes by capturing value in the most cost-effective manner. In this session, topical items for debate will include how asset owners can maintain active returns and reduce the associated cost to their portfolio.

    Logan Hilkin
    Implementation Portfolio Manager
    Russell Investments

  • 11:35 AM

    Breakout session 1D
    Beyond the hype: Is fiduciary management all it's cracked up to be?

    Some pension funds have many years' experience of employing fiduciary management. Others are thinking about employing fiduciary management for the first time. This panel session with industry experts of finance directors, trustees and consultants, will lift the lid and cuts through the myths on what it feels like to employ a fiduciary manager.

    Paul Wharton
    Director, Fiduciary Management
    Russell Investments

    Alison Bostock

    Greg Wright
    Director, Investment Advisory

    Glenn Dixon
    Independent Trustee

  • 12:20 PM


  • 1:20 PM

    Achieving impact through private markets

    This session will explore the fast, growing universe of impact investment opportunities within the private markets universe, which can deliver compelling levels of return whilst simultaneously achieving impact around important social and environmental issues (for example Climate Change). Our panel of experts for this session will bring different perspectives to the discussion – including institutional investor, independent adviser, fund manager, and manager research.

    Henk Radder
    Managing Director, Amsterdam
    Russell Investments

    Erik Kemper
    Non-executive board member
    SBZ Pensioen

    Karen Shackleton
    Independent Trustee
    Pensions for Purpose

    Daniel von Preyss
    Executive Director
    Head of Private Equity Infrastructure
    Impax Asset Management Limited

    Samantha Steele
    Senior Research Analyst
    Russell Investments

  • 2:05 PM

    Breakout session 2A
    Guarding against mindless investing

    Human beings are not machines. Traits such as overconfidence, narrow framing and loss aversion are well-documented and can affect how investment decisions are made, contributing to errors such as buying high and selling low. This presentation discusses why advisors should not ignore human nature and rather find ways to work with it, taking practical steps to create better investment outcomes for their clients.

    Stephen Doran
    Client Portfolio Manager
    Russell Investments

  • 2:05 PM

    Breakout session 2B
    Investing for the endgame - investment management for mature, well-funded DB pension funds

    As DB pension funds mature, their income requirements significantly increase. In this session we will examine how the risk management requirements of Pension Schemes changes as they mature and get better funded. We will also consider the implications for asset allocation, portfolio construction and ongoing management. The role for illiquid assets and how to align this with risk transfer (bulk annuity) objectives will also be discussed.

    David Rae
    Managing Director, Head of Strategic Client Solutions
    Russell Investments

    David Morton
    Associate Director, UK Fiduciary Management
    Russell Investments

  • 2:05 PM

    Breakout session 2C
    Your inner monkey: Learning from past bear traps in fixed income

    Liquidity concerns in the fixed income space are rearing their ugly heads again. In this session we will discuss what lessons should have been learned from 2007/8 and how investors can avoid the bear traps in the future to ensure the best possible outcome for their portfolio? Most importantly, we will look into the future and discuss the outlook for 2020.

    Gerard Fitzpatrick
    Head of Fixed Income Portfolio Management
    Russell Investments

  • 2:05 PM

    Breakout session 2D
    Currency management in the age of Brexit and Trump

    With sterling and euro trading at low levels vis-à-vis the US dollar, now is a good time for European investors to assess the impact that currency exposures have on their portfolio risks. In this session we will discuss why investors who invest internationally don’t have any choice but to think about currency, including the results of dynamically hedging and managing costs and maintaining appropriate governance.

    Van Luu
    Head of Currency and Fixed Income Strategy
    Russell Investments

  • 2:50 PM

    Afternoon tea and connecting

  • 3:25 PM

    Research under the radar: Move into the spotlight

    If you want access to the best active managers, it needs extensive research of the universe. When uncertainty strikes, knowing how your managers will respond allows you to react to new information and reposition your portfolio to take advantage. In this session you will have the opportunity to hear first-hand from our research specialists who will demonstrate how we are able to identify managers with highly differentiated approaches.

    Sophie Gilbert
    Head of AIA Business Solutions,
    Russell Investments

    Joe Hemmant
    Global Head of Equity Research,
    Investment Division
    Russell Investments

    Hannah Evans
    Senior Research Analyst,
    Russell Investments


  • 4:00 PM

    Guest speaker: Major Tim Peake CMG

    Tim will share some of the resilience training techniques that helped him deal with the dozens of risks the mission faced during its 186 days in space, including the temperature, pressure, the sun's rays, floating space debris and storms on different planets to name a few. He will also inspire us by answering all the most common questions on life in space, from the feeling of travelling at 8km per second to sleeping and eating in weightlessness.

    Major Tim Peake CMG
    Former British Army Air Corps officer, European Space Agency astronaut International Space Station (ISS) crew member

  • 4:55 PM

    It’s a wrap

    Jim Leggate
    Managing Director, Head of UK Institutional and Middle East
    Russell Investments

  • 5:00 PM

    Drinks reception

  • 7:00 PM



Our local and international team will be joined by independent experts.

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