Programme List - Investment Marketing and Innovation Conference 2018



08:20 - 08:50

Meet and greet over coffee

08:50 - 08:55

Welcome address by Investment Week
Tom Wright, Director, Content & Performance Marketing Services, Incisive Media

08:55 - 09:25

Keynote: Developing a culture of innovation

New and disruptive technologies are driving the pace of change in the asset and wealth management sectors, creating threat for some, but also opportunities for others. Never before has the ability to innovate been more urgent, but systematic innovation is not driven by luck. Organisations that are consistently able to innovate do so through the purposeful management of culture and innovation processes.

  • Innovating from the top down
  • Creating the right work environment, rewarding learning behaviours
  • Re-thinking your purpose
  • Dismantling silos - the power of collaboration
Rafe Offer, Marketing, Innovation and Branding Expert

09:30 - 10:00

Q&A - Case Study: Getting your voice heard in a crowded marketplace

Asset management is a specialism built entirely on content. Few other sectors are so dependent on knowledge and expertise, so there’s no shortage of material. But in such a crowded space producing compelling thought leadership that differentiates you from your competitors is a challenge.

  • What constitutes expertise?
  • Building a solid strategy for success
  • Harnessing the power of social media
  • Video do’s and don’ts
Stephen Gunkel, Head of Marketing and Communications, Pictet Asset Management

10:05 - 10:35

Plenary: Artificial Intelligence

AI can boost marketing effectiveness by taking on rote, repetitive tasks with speed and total accuracy, but what is the truth about what artificial intelligence can and can't do? How can AI, machine learning and natural language processing be part of the marketing mix? And what does the ideal AI toolkit look like?

  • Building the right capabilities and strategy
  • Measuring ROI 
  • Who should own AI internally?
David Smith, Chief Executive, Global Futures and Foresight

10:35 - 10:55

Networking Break: Caffeine Hit

10:55 - 11:25

Plenary:  Marketing automation in the spotlight

Asset and wealth management has always been about establishing trust, but as communication fragments and digital channels proliferate, marketing automation has an increasingly key role in helping to deliver personalised content that converts leads to customers, grows the existing client base, and maintains and educates the firm's audience.

  • Marketing automation - a solution for firms of all sizes?
  • Automating to stay compliant
  • Personalisation and segmentation - the key to building trust
  • Joining up the client life-cycle
Adam Sharp, Co-Founder, Clevertouch

11:30 - 12:00

Plenary: Data management in a post-GDPR world

The arrival of GDPR has put data management at the top of the agenda for asset and wealth managers who hold vast quantities of consumer information. With fines set at either €20m or 4% of global annual turnover, whichever is the greater, the impact of a cyber breach could mean at best a serious dent in profits, and at worst the end for smaller organisations. In this session our expert will consider:

  • External and internal risks 
  • Developing and implementing a comprehensive management plan
  • Making use of your best assets: employees, vendors and security solutions
Paul Barks, Executive Principal Consultant, NCC Group


12:05 - 12:45


Closing Panel:  Managing your brand as an asset

Brand perception has a direct impact on the bottom line for asset and wealth managers. Perceptions of integrity, ethics and trust are every bit as important to your brand perception as investment performance, while the departure of a high-profile figure can have a devastating impact. The fast-changing digital landscape offers a wealth of opportunities, but it can also provide a recipe for disaster. In this session we’ll look at how asset managers can improve their brand perception, hedge against potential damage in an increasingly volatile environment and examine what tools can achieve this.

Simon Hildrey, Chief Marketing Officer, Liontrust Asset Management
Robert Jones, Head of New Thinking, Wolff Olins, Visiting Professor, University of East Anglia
Tara McCorquodale, Founding Partner, White Marble
Chair: Hardeep Tawakley, Content Strategist, Incisive Media


Closing remarks and close of conference
Tom Wright, Director, Content & Performance Marketing Services, Incisive Media


**Programme subject to change**