Exchange+: TAI & Future Fund Global Asset Owner Peer Study summit on beliefs and best practices

In-person | Wednesday 20 March 2024

Join us for a captivating exploration into the world of asset ownership as we convene the Global Asset Owner Peer Study summit on Wednesday 20 March, sponsored by Future Fund. Set against the backdrop of insightful discussions and data-driven findings, this event explores beliefs and best practices that shape the decisions of asset owners in today’s dynamic financial landscape. 

Attendees are also welcome to join us for a pre-summit dinner on Tuesday 19 March.

Overview 

In March, don’t miss this exclusive opportunity to discuss the results of our Global Asset Owner Peer Study, where beliefs and best practices converge to shape the future of strategic asset ownership. 


Event Highlights: 

Unveiling of the Global Peer Study results

Immerse yourself in the findings of our Global Asset Owner Peer Study, where asset owners share their insights, beliefs, and best practices. Gain exclusive access to valuable data that unveils the strategies and philosophies guiding some of the most influential asset owners in the world. 

In-depth discussions and Q&A sessions

Engage in thought-provoking discussions led by Roger Urwin and industry leaders who will delve into the study’s findings. Explore the nuances of asset ownership, discover emerging trends, and gain a comprehensive understanding of the challenges and opportunities that shape investment decisions. 

Networking opportunities

Connect with fellow professionals, asset owners and managers, and thought leaders during dedicated networking sessions.  

Networking reception

Wrap up the day with the post-event reception, fostering connections and solidifying relationships with peers who share your commitment to excellence in asset ownership. 

Reserve your spot today and join us for an event that promises to influence the way we perceive and navigate the world of asset ownership. 

Agenda

20 MARCH
9.30 am
SUMMIT START: 14th floor Academy Rooms – Willis Building, 51 Lime Street, London Registration
10.00 amWelcome and introduction
Quick peek at Global Peer Study results
10:30 amSession #1. The meta-challenge in investment management, markets and sustainability 
11.30 am Break
12.00 amSession #2. The meso-challenge in the soft stuff – governance, culture and multiple goals 
1.00 pm Lunch
2.00 pm Session #3. WTW facilitated session on illiquid strategies – private markets & real assets
2.30 pmSession #4. The TPA (Total Portfolio Approach) and SAA (Strategic Asset Allocation) tussle
3.00 pmSession #5. WTW facilitated session on liquid strategies – equities, credit and liquid diversifiers
3.30 pmSummary
4.00 pmDrinks and networking
6.00 pmSUMMIT CLOSES 

Speakers

External speakers to be announced soon.


Marisa Hall

Head of the
Thinking Ahead Institute

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Roger Urwin

Co-founder of the
Thinking Ahead Institute

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Andrea Caloisi

Associate Director, Research
Thinking Ahead Institute

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Wednesday 20 March

Time: 09:30 – 18:00 GMT

In-person

View 2024 research agenda
View 2024 event agenda
View 2024 member briefing
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