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  • Summary & video

    London Forum 2016

    On 21 November 2016, we had the great pleasure of bringing clients and friends of the business together for the Investment Institute’s third London Forum at Lancaster House. The Forum provided a platform for leaders within the asset management industry to discuss the topic of long-term investing for a sustainable future. The morning programme addressed the significant changes taking place in our current political and investment landscape with a view from Zanny Minton Beddoes, Editor-in-Chief of The Economist, Liu Xiaoming, Ambassador of the People’s Republic of China to the UK and a panel of investment and business leaders discussed China’s long term investment policies including the significant ‘Belt and Road’ initiative.

    The afternoon and evening addressed the topic of focusing capital on the long term with contributions from Nigel Wilson, CEO, Legal & General; Charles Gave of Gavekal; Paul Polman, CEO of Unilever and Lord Mark Malloch Brown, Co-Chair of the Business and Sustainable Development Commission; amongst other notable speakers. The discussions re-emphasised the importance, now more than ever, of adopting a long-term mind set for both investment and sustainability practices.


    Institute London Forum 2016 event summary

    Watch the video

  • Agenda

    Agenda


    09:45 Arrival and registration
    10:15 Welcome & introduction
    Katherine Tweedie, Director Investment Institute, Investec Asset Management
    Morning: A divided world
    10:25 Fragmenting interests: The state of the world today
    Zanny Minton Beddoes, Editor-in-Chief, The Economist
    Zanny Minton Beddoes shares her perspective on the state of the macroeconomy, the outcome of the US presidential election and the disruptive trends that are shaping the global financial services industry.
    11:15

    A new globalisation: China’s ‘Belt and Road’ initiative
    In 2013, the government of China inaugurated ‘Belt and Road’, a global infrastructure project to enhance economic, political and financial ties between China, Asia, Africa and Western Europe. The land-based Silk Road Economic Belt will reopen the ancient route across Eurasia, with cutting-edge transport and logistics infrastructure, while the ocean-going Maritime Silk Road will create a network of state-of-the-art port facilities from China to the Mediterranean. But how will it be accomplished? What is its significance and what are the implications for investors?

    Introduction
    Liu Xiaoming, Ambassador of the People’s Republic of China to the United Kingdom

    Panel discussion
    Moderator
    Spencer Lake, Chairman, International Capital Markets Association

    Panellists
    Jin Guangze, Senior Managing Director, China-Africa Development Fund
    Rongrong Huo, Global Head of China & RMB Business, Capital Financing, Global Banking and Markets, HSBC Bank Plc
    James Kynge, Emerging Markets Editor and Associate Editor, Financial Times
    Aniket Shah, Programme Leader, Financing for Sustainable Development Initiative, UN SDSN

    Afternoon: Focusing capital on the long term
    12:45 Lunch address
    Charles Gave, Founder and Chairman, Gavekal
    Charles will share his views on the importance of long-termism and how the short-term focus of investors, regulators and companies is challenging investor returns.
    14:30 Considering the case for long-termism
    The financial services industry relies greatly on short-term measurement tools to achieve multi-decade goals. The panel will consider the merits of long-termism versus the pursuit of near-term goals to achieve financial and sustainable development objectives.

    Introduction
    Nigel Wilson, Chief Executive Officer, Legal & General

    Panel discussion
    Moderator
    Hendrik du Toit, Chief Executive Officer, Investec Asset Management

    Panellists
    Colin Hately, Group Pensions Director, Associated British Foods
    Terence Moll, Head of Investment Strategy, Coutts & Co
    Allan Polack, Group Chief Executive Officer, PFA Pension
    Lord James Sassoon,
    Executive Director, Jardine Matheson & Co
    Nigel Wilson, Chief Executive Officer, Legal & General
    16:00 Break
    16:30 Inspiring entrepreneur: Thomas Gottschalk, Chief Executive Officer, Mobisol Group
    Since inception Mobisol has installed over 60,000 solar home systems in Tanzania and Rwanda, enabling some 300,000 people to access clean, affordable and reliable solar energy. Mobisol is a major driver of rural development and job creation in East Africa, stimulating economic and social development, particularly for women, while simultaneously contributing to global environmental protection.
    17:00

    Solutions: Where are the long-term opportunities?
    Investec Asset Management’s portfolio managers outline their perspectives on how long-termism and sustainability shape their investment processes. They will discuss the importance of actively engaging with the management teams of their portfolio companies and interacting with the governments whose debt securities they hold.

    Panel discussion
    Clyde Rossouw, co-Head of Quality
    James Hand, co-Chief Investment Officer, co-Head of 4Factor™ Equity
    Victoria Harling, Strategy Leader – Emerging Market Corporate Debt
    Nazmeera Moola, co-Head of South Africa & Africa Fixed Income
    Tom Nelson, Head of Commodities & Resources

    18:00 Cocktail reception
    18:30 Dinner: Why sustainability is key to building lasting businesses and transforming society
    Paul Polman, Chief Executive Officer, Unilever, in conversation with Lord Mark Malloch-Brown, co-Chair of theBusiness and Sustainable Development Commission.
    21:30 Carriages
  • Lancaster House

    Lancaster House

    In the heart of London, Lancaster House is the only unaltered survivor of a group of extravagant private palaces which were a focus of social and political life in Victorian and Edwardian London. Designed by Benjamin Dean Wyatt, who favoured the style of Louis XIV, the building was constructed to house George IV's brother, the ‘grand old’ Duke of York. Following the death of the Duke, and with debts incurred during construction, it was leased to the second Marquis of Stafford. As Stafford House, it then became the residence of the Duke of Sutherland from 1830 until 1911.

    Its lease was then bought by a Lancastrian, later Lord Leverhulme, and it was given its present name. He presented it to the nation as a home for the London Museum and a centre for government hospitality. In 1941 the north-west corner of the building was bombed and when the war was over, the museum was moved to Kensington Palace, to be later incorporated with the Guildhall Museum in the Barbican. The House is now managed by the Foreign and Commonwealth Office as a centre for government hospitality, and high profile conferences and events.

     

  • About the Investment Institute

    About the Investment Institute

    The Investment Institute is the strategic insights and engagement platform of Investec Asset Management.

    We provide research and insight to global financial institutions on key geopolitical, economic andinvestment trends that shape portfolio strategy and asset allocation decisions. Our work draws on our firm’s investment capabilities and partnerships with leading academics and practitioners.

    Our philosophy:

    “To empower our clients with insight and knowledge to support their long-term investment objectives.”

    Learn more about the Investment Institute