Wider perspectives with TAI

Day 2: Disrupt or be disrupted – developing adaptive investment organisations  

The unprecedented impact of the pandemic has left many investment organisations and individuals facing a new reality. The asset manager business model has been disrupted; asset owners are confronted with an almost infinite demand for governance; and the call for strong leadership shaped from rich values has become louder than ever before. 

We look at the new challenges faced by asset managers, asset owners and consultants and what they are doing to re-adjust themselves in the wake of the crisis. 

Session 1: Viewpoints: reflections from asset managers and asset owners around the world
We asked a number of asset owners and asset managers around the world how they have responded to the crises through the lens of their investment, operating and people models. 

Session 2: Consultants under challenge
With Marisa Hall, Luba Nikulina and Mitesh Sheth 

With most investment strategies being affected, consultants are facing increased pressure to ensure that clients’ portfolios are resilient to a number of extreme risks. We discuss the questions consultants are being challenged to address and how they see the investment industry developing over the next 5 years.

Session 3: The power of culture
With Marisa Hall and Roger Urwin

Culture is a unique ingredient in the struggle for competitive advantage among firms. We have an opportunity to build a stronger culture from our current adversity; one that is guided by purpose, resilience and leadership.
In this session, we explore the power of culture in investment organisations and look at how T-shaped teams and agility can be invaluable assets to any organisation.

Explore other daily sessions

Day one The big picture

            Watch sessions
Day three Sustainability Confronting new realities

             Watch sessions
Day 4, live with the Institute

A recording of the live sessions is now available 
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Related research 

Beliefs to action webinar series video clip

Roger Urwin and Marisa Hall podcast
Roger Urwin and Marisa Hall podcast
Video series: Conversations
with Investment practitioners
around the world
Podcast:The power of culturePodcast: Culture in investment organisations 
Leadership under challenge
Power of culture survey image - mosaic
Link to culture and leadership hub
Leadership under challengePower of culture study Culture and leadership hub




29th June: The big picture 
30th June: Disrupt or be disrupted
1st July: Confronting new realities 
2nd July 11.00 am BST: Live with the Institute 
A recording of the live sessions is now available 


Luba Nikulina head shot square
Luba Nikulina 
Head of Research, Willis Towers Watson
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 Mitesh Sheth head shot
Mitesh Sheth 
CEO of Redington 
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Alva head shot
Alva Devoy
Managing Director, Fidelity International
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Eoin Murray head shot
Eoin Murray
Head of Investment, Federated Hermes International 
Jaco van der Walt head shot
Jaco van der Walt 
Global Head of Quantitative Research & Investments at RBC 
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Sue Brake head shot
Sue Brake
Deputy CIO, Portfolio Strategy at Future Fund
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Zoe Alexander head shot
Zoe Alexander
Director of Strategy and Corporate Affairs
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James Davis headshot
James Davis
Chief Investment Officer
at OPTrust
Roger Urwin head shot square
Roger Urwin
Co-Founder of the Thinking Ahead Institute 
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Marisa Hall head shot square
Marisa Hall
Co-Head of the Thinking Ahead Institute 
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