Rethink ETF Investing, London, Uk

Revolutionising portfolios with active ETFs

Agenda



16 April 2024
8:00 Registration & Breakfast

8:30
Welcome

8:35
Will Active ETFs reshape the ETF industry?
Discover the trends shaping ETFs in 2024 and explore our projections for future market developments.
Travis Spence, Head of EMEA ETF Distribution

8:50
World in Action
Join us for the latest market outlook covering the global economy as well as major assets classes.
Karen Ward, Chief Market Strategist for EMEA

9:20
Research Enhanced Index ETFs: unleashing the power of active insights
Since launching the first REI (Research Enhanced Index) strategy in the ETF wrapper in October 2018, the range has grown into one of the biggest active UCITS equity ETF strategies, with eight regional exposures and assets under management of over $8bn. Our REI ETFs are actively managed to provide access to the in-depth company insights generated by our global investment platform. Find out how our REI ETFs aim to outperform the market while still offering a balance between cost efficiency and potential outperformance.
Piera Elisa Grassi, Portfolio Manager, International Equity Group

9:40
Unlocking active opportunities in fixed income
Fixed Income ETFs saw strong momentum in 2023 with taking in over 40% of the UCITS ETF flows. According to the 2024 Trackinsight Global ETF survey, over 50% of ETF buyers see value in using an active approach for fixed income investing. Today, fixed income’s diversification benefits are back. With real yields more attractive than they have been in decades and opportunities plentiful, our fixed income experts will showcase how our active ETF solutions can be implemented into broader fixed income portfolios in the current economic environment.
Linda Raggi, Global Fixed Income, Currency & Commodities Group

10:00
Close & Networking

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speakers
Featured Speakers
Travis Spence Travis Spence
Head of EMEA ETF Distribution
Travis Spence 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.
Karen Ward Karen Ward
Chief Market Strategist for EMEA
Karen has considerable experience in both public policymaking, and economic and financial analysis. Before joining the team in 2017, she was Chair of the Council of Economic Advisers for the Chancellor of the Exchequer. In this role she advised the Chancellor on macroeconomic issues including fiscal strategy and Brexit. Prior to this she worked for a decade at HSBC’s investment bank in a number of roles, including Senior Global Economist where her work included "The World in 2050 – An Analysis of the Structural Changes Affecting the Global Economy and the Rise of the Emerging Economies." She was Chief European Economist before leaving to work for the Chancellor in 2016. She started her career at the Bank of England providing supporting analysis for the Monetary Policy Committee. Karen has a Masters with Distinction in Economics from University College London.
Piera Elisa Grassi Piera Elisa Grassi
Portfolio Manager, International Equity Group
Piera Elisa is the lead of the Research Enhanced Index Portfolio Management Team. An employee since 2004, Piera Elisa was previously a quantitative analyst and portfolio manager for global strategies. Prior to joining, Piera Elisa was a bond quantitative analyst and risk analyst at Foreign and Colonial Asset Management. Before this, she worked for BARRA in London, focusing on equity risk management and portfolio construction. Piera Elisa obtained a MA (equivalent) in Economics from Bocconi University in Milan.
Linda Raggi Linda Raggi
Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group
Based in London, Linda is a portfolio manager focusing on global aggregate, multi-sector bond strategies for both segregated clients and pooled funds. An employee since 2008, Linda previously worked as an Investment Specialist covering global aggregate strategies. She obtained a B.Sc. in international economics and management from Bocconi University and an M.Sc. in banking and international finance from the Cass Business School in London. Linda holds a Series 3 license, the Investment Management Certificate from the UK Society of Investment Professionals and is a CFA charterholder.
Edward Malcolm Edward Malcolm
Head of UK ETF Distribution
Edward Malcolm, executive director, is the UK Head of ETF Distribution and is focused on distributing the innovative J.P. Morgan ETF offering to the UK market. Prior to joining, Edward worked at State Street Global Advisors for over 7 years in their SPDR ETF team. He was responsible for distributing the SPDR ETF range to UK clients and latterly headed up their UK Wealth team. Edward has also worked at JM Finn & Co where he was involved in the management of private client and ETF model portfolios.

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.

Agenda

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Location

J.P. Morgan Asset Management
Great Hall
60 Victoria Embankment
London, EC4Y 0JP

Please contact your J.P. Morgan Asset Management representative or the Events Management Team for an invitation to this event.

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