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CAIA London
Inside Out, Outside In: Rethinking Investment Systems

Join CAIA London and The Thinking Ahead Institute for a live discussion on ‘Inside Out, Outside In: Rethinking Investment Systems’.

What can you expect? This event will explore the findings from our recent joint paper, An Expanding Mandate, which provides a systems-level framework for asset management, before opening up a broader conversation on how the investment industry is evolving. We’ll also include insights from our forthcoming State of the Industry survey. We’ll have a panel of experts sharing their own perspectives including Roger Urwin, co-founder of Thinking Ahead, Jayne Bok, Head of Investments, Asia, WTW and more.

AGENDA:
17:30 - Registration & refreshments

18:00 - Welcome remarks by Marisa Hall - Head of the Thinking Ahead Institute

18:05 - Presentation of “The State of the Industry” survey by Roger Urwin, FIA, FSIP - Co-founder of the Thinking Ahead Institute

18:15 - Presentation of “An Expanding Mandate” report findings by Andrea Caloisi - Director, Investment Research at Thinking Ahead Institute

18:30 - Panel discussion in collaboration with:

• Jayne Bok, CAIA, CFA - Head of the Investments Team, Asia at WTW and Chair of CAIA Board of Directors
• Simon Ellis - NED/Chair at Lifesight Ltd, M&G Securities Ltd and Morgan Stanley IM (ACD)
• Luba Nikulina - Chief Strategy Officer at IFM Investors
• Roger Urwin, FIA, FSIP - Co-founder of Thinking Ahead Institute

Moderator:
John Bowman, CFA - CEO at CAIA Association 

19:15 - Q&A

19:25 - Closing remarks by Roger Urwin - Co-founder of Thinking Ahead Institute

19:30 - Networking, drinks & canapés
 

Important notes before the event:

• This event is organized by dedicated CAIA members, who generously volunteer their personal time.
• Should you decide to register, we greatly appreciate your commitment to attending.
• If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
• Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
• Registering a guest is possible but complete guest details must be filled in.

Thank you for your understanding and cooperation.

If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.

This event is organized in collaboration with: