CAIA Association x Thinking Ahead Institute

Thursday 10 September 2026 | 17:30 – 20.30 PM BST | In-person event at WTW Offices

Join the Thinking Ahead Institute and CAIA Association for a live discussion on ‘The Investment Industry for tomorrow’.

We will explore how prevailing investment models and practices were shaped for a more stable, linear, and mechanical world, why the industry needs new system lenses, and what it means to expand the mandate in practice.

Also drawing on our fresh Thinking Ahead Global Asset Manager Peer Study 2026, the session will unpack key insights on organisational effectiveness, systems thinking and systemic risk, evolving capabilities, and bring together asset owners and managers to discuss how and whether the industry can adapt as long-term outcomes become increasingly shaped by the health and resilience of the broader system.

Event playlist

Explore our research to get ahead of the conversation:

Agenda

17:30 – Registration & Refreshments
18:00 – Welcome Remarks
Marisa Hall, Head of Thinking Ahead Institute
18:05 – Keynote (15 min)
Roger Urwin, Co-Founder of Thinking Ahead Institute
18:20 – Panel Discussion (50 minutes)
Moderator: Aaron Filbeck, CAIA + Panelists: Roger Urwin and Andrea Caloisi from Thinking Ahead Institute
19:10 – Q&A
19:20 – Closing remarks
19:25 – Networking, drinks & canapes

Speakers (more confirmed soon)

Roger Urwin

Co-founder of the
Thinking Ahead Institute

Read bio

Aaron Filbeck

Managing Director, Content and Community Strategy, CAIA Association

Andrea Caloisi

Researcher, Thinking Ahead Institute

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