Future state of the investment industry: Mega trends and the end of cheap money

Thursday 08 February 2024 | 18:30 - 20:30 | Evening Event

The investment industry has had to deal with huge economic change over the last couple of years, but what does its future look like? 

Central banks have abandoned their zero or near-zero interest rate policies but struggle to balance the need to manage inflation. As investment professionals you need to equip yourselves with the foresight  to anticipate what that future might require. You’ll also need to recalibrate your strategies and perspectives when the unexpected inevitably unfolds.  

This event is one of three that explores CFA Institute’s report, Future State of the Investment Industry. CFA Institute surveyed its members and consulted with experts to see how they expect the investment industry and profession to evolve over the next five to ten years, and what they are doing to prepare for that evolution.  

The report identifies  four key scenarios:  Diverging Worlds, Sustainable Finance, Digital Transformation, and The End of Cheap Money. Join us for an evening with a panel of experts who will focus on mega trends and the end of cheap money.  

The panel will discuss:  

• What CFA members and experts believe will be the evolutionary pathway of the investment industry over the next five to ten years 
• What are the next megatrends? 
• What is the impact of the end of cheap money? How it will affect asset price? 

Following what promises to be a lively discussion, continue the conversation over drinks and nibbles. 

You can also book on to the other two events in the series:

Wednesday 21 February - Wednesday webinar at 1: Future state of the investment industry: Diverging worlds and digital transformation

Wednesday 6 March - Wednesday webinar at 1: Future state of the investment industry: Sustainable finance transformation

Timings

Speakers

Virginie Maisonneuve CFA, MBA, Global CIO equities, Managing Director at Allianz Global Investors

Virginie Maisonneuve joined AllianzGI as Global CIO Equity in June 2021. In this capacity, she leads the development of the firm’s Equity capability and investment offering. She is a member of AllianzGI’s Investment Executive Committee and International Management Group.

Virginie is a global investment leader with a 30 plus year track record of performance, team leadership and innovation. She has previously held portfolio management and CIO positions for companies such as Eastspring, Pimco, Schroders, Clay Finlay, Batterymarch, State Street Research and Martin Currie in various parts of the world including Singapore, New York, Boston, San Francisco and London. During this time, she has pioneered investing in areas such as China, “Quanta-mental”, Thematics, ESG and Climate Change.

Virginie started her career in China working as a consultant for the French Ministry of Foreign Affairs in Beijing while attending Political Economy classes at People’s University. She holds an MBA from ESLSCA, and a degree in Mandarin Chinese from Université Paris Dauphine.

Rhodri Preece CFA, Senior Head of Research at CFA Institute

Rhodri Preece, CFA is Senior Head, Research for CFA Institute and is responsible for leading the organisation’s global research agenda, originating and developing research projects on key investment themes and topics, managing the research staff and collaborating with leading investment practitioners and academics.

Rhodri previously served as head of capital markets policy EMEA at CFA Institute, where he was responsible for leading capital markets policy activities in the Europe, Middle East and Africa region, including content development and policy engagement.

Rhodri is a current member of the PRI Academic Network Advisory Committee, and a former member (2014-2018) of the Group of Economic Advisers of the European Securities and Markets Authority (ESMA) Committee on Economic and Markets Analysis.

Prior to joining CFA Institute, Rhodri was a manager at PricewaterhouseCoopers LLP in the investment funds group (2002-2008). He has a BSc and a MSc in Economics and is a CFA charterholder since 2006.

Nicola Ralston, Director and Co-founder, PiRho Investment Consulting

Nicola Ralston has over forty years’ investment experience as an analyst, portfolio manager, investment consultant, adviser to investment committees, trustee, board member and chair.  She has featured as one of Dow Jones Europe/Financial News’ ‘Veterans of Finance’.

Nicola is a director and co-founder of PiRho Investment Consulting which has provided bespoke investment advice to a wide range of UK institutional funds since 2008. Former roles include heading the UK institutional business and Head of Investment at Schroders, and Head of Global Investment Consulting at Hewitt (now Aon).

She currently chairs Henderson EuroTrust plc, is a NED at Centrica Combined Common Investment Fund, and has two non-profit roles.

Nicola is a Fellow and former Chair of CFAUK and former Governor of CFA Institute. She has a degree in Modern History from Somerville College, Oxford, is an Honorary Fellow of Somerville College, and a Distinguished Friend of Oxford.

Jane Fuller

Jane Fuller is a Fellow of CFA Society of the UK. She is a past chair of the Financial Reporting and Analysis Committee and, more recently, the working group responding to the UK Government’s “Restoring trust in audit and corporate governance” agenda. As a Visiting Professor at City University of London, she teaches on the MA in Global Financial Journalism.

She spent 19 years at the Financial Times, where her roles included Financial Editor, Assistant Editor and Lex writer, and she continues to train FT journalists. From 2008 to 2021, she was Co-director of the Centre for the Study of Financial Innovation, an independent think-tank, and she has served on the audit and assurance council of the Financial Reporting Council. She is a regular columnist for the ACCA’s digital magazine, Accounting and Business.