J.P. Morgan Asset Management

Agenda

19 October
5:15pm	Welcome
5:20pm	The outlook for ETFs: 2024 and beyond
5.35pm	Research Enhanced Index Equity: a bestseller’s next chapter in sustainable investing
6.05pm	ESG in an ETF wrapper
6.25pm	Assessing different shades of green in a portfolio
6.55pm	Summary
7:00pm	Networking

Detailed agenda

Please see below a view of the agenda description.

The outlook for ETFs: 2024 and beyond

ETFs continue to see strong flow momentum. But where will ETFs go from here and which are the next areas of growth?
Speaker: Travis Spence

Research Enhanced Index Equity: a bestseller’s next chapter in sustainable investing

Our Research Enhanced Indexing process has been time-tested for over 30 years and has become popular since launched in the ETF wrapper five years ago.
Speaker: Caroline Karlander

ESG in an ETF wrapper

Let‘s look at the next chapter for sustainable investing. We will explore which role ESG considerations play and the benefits our active Investment Stewardship brings to investors.
Speaker: Lara Jackson

Assessing different shades of green in a portfolio

JPM AM Product Strategy will highlight our approach to art 8&9 EU SFDR and give investors a clear view of the universe, the benchmarks and take aways when comparing products in the light and dark green space and how to take the active component on board in your day to day selection.
Speaker: Federico Sguazzini

Speaker biographies

Travis Spence
Head of ETF Distribution – EMEA

Travis Spence, managing director, is Head of EMEA ETF Distribution at J.P. Morgan Asset Management, and is also a member of EMEA Sales Leadership. Prior to his current role, Travis was the International Head of the Fixed Income Investment Specialist team, responsible for insights, product development and fixed income portfolios across EMEA and Asia. Travis has lived in New York, Singapore, Hong Kong and London, and worked across the Asia region for 20 years. In his more than 18 years at J.P. Morgan Asset Management, Spence built and led JPMAM's short term fixed income business in Asia, oversaw its largest distribution relationships in Asia, served on a variety of regional and global management committees and has been involved in the firm's sustainability efforts since 2016. Prior to J.P. Morgan, Travis spent 10 years in the Corporate & Investment Bank at Citi.

Caroline Karlander
US equity investment specialist

Caroline Karlander, vice president is a US Equity Investment Specialist in J.P. Morgan Asset Management's US Equity Group. An employee since 2013, she is responsible for communicating investment strategy, performance and outlook to non-US domiciled clients as a product specialist for US Equities. Caroline previously worked with the Nordic sales team supporting wholesale clients in the Nordic region. Before joining J.P. Morgan Asset Management, Caroline worked as an Equities reporter for SIX Group AG, based in Stockholm. She holds a B.Sc. in Business and Economics from the School of Business, Economics and Law at the University of Gothenburg, Sweden.

Lara Jackson
Sustainable investing specialist

Lara Jackson, Vice President, is part of the Investment Stewardship Team in London. Lara is responsible for engaging with corporate directors and management on investment issues involving stewardship, management incentives, and social and environmental sustainability in EMEA. She is also responsible for advising analysts and portfolio managers regarding the E, S and G profiles of the companies in which we invest and co-ordinating proxy voting activity. She is also responsible for advising analysts and portfolio managers regarding the E, S and G profiles of the companies in which we invest and co-ordinating proxy voting activity.

Prior to joining the firm in April 2021, Lara spent four years as a Sustainability and Climate Change Consultant at PwC in London. Before that she worked for a not-for-profit supporting companies on responsible soft commodity production and was based in Southeast Asia. Lara obtained an MPhil in Environment, Society and Development from the University of Cambridge and a B.A. in Geography from the University of Oxford.

Federico Sguazzini
Sustainable Investing Specialist

Federico Sguazzini is a Vice President on the EMEA Product Strategy team, based in London. He is responsible for shaping and positioning the Sustainable Investing product range within JPMorgan Asset Management by collaborating across investment, sales teams and the Sustainable Investing team. Federico also delivers in-depth competitive analysis and industry intelligence to uncover opportunities across asset classes and inform the firm’s strategic agenda. Federico joined JPMorgan Asset Management in 2013. He has been a member of Global Product Strategy and Development since 2016 and was previously a Client Advisor with JPMorgan Asset Management, working in the Italian distribution team in Milan. Federico holds a Master of Science in Finance from Bocconi University in Milan, Italy.

Nicolas Deblauwe
Benelux Country Head

Nicolas Deblauwe, managing director, is the country head for the Benelux region. Nicolas joined the organization in 1997 as head of Sales for Belgium and Luxembourg. Before joining JPMorgan, Nicolas worked as head of Institutional Sales at Petercam, for four years. Prior to that, he worked as a private banker at Bank Dewaay. Nicolas holds a degree in Economics from Gent University and an MBA from Brussels University.

Jill Rootsaert
Head of Benelux ETF distribution

Jill Rootsaert, Vice President, joined us from BlackRock as Head of ETF Distribution for Belgium, Netherlands and Luxembourg. She started her career as a currency trader at Fortis Bank and has experience as portfolio manager and fund selector. Jill has worked and lived in Belgium, the Netherlands, Luxembourg and the UK.

Accommodation

A block of rooms has been reserved at the Sea Containers hotel.

For journalists travelling from outside London with a commute longer than two hours, J.P. Morgan Asset Management will cover the cost of your hotel for the night of 7 June only.

Should you wish to extend your stay at the hotel, we will make these arrangements on your behalf (subject to availability), for your own account. Please request the extra nights on the registration form and contact the events team with any further questions.

Check in: 15:00
Check out: 12:00

J.P. Morgan Asset Management has a negotiated rate of £269 per night, excluding VAT. If you are required to pay for your own accommodation, please select this box on the registration page.

Travel

Please speak to your J.P. Morgan Asset Management representative with regards to arranging your travel. Transport will not be provided on arrival or departure. The train is the most efficient and direct way to travel between London Airports and the city centre. Estimated travel time is between 30mins - 1hr 30mins. Please check the train schedule and plan to purchase your ticket in advance online or at the station. If you prefer to take a taxi, estimated drive time is over one hour depending on traffic. Please contact the hotel concierge to organize.

Rethink ETF Investing

Speaker biographies