The IA Annual Conference 2026: Transformation in Investment

 

Join us on 4 June at Church House for our Annual Conference. The investment management industry is at a significant turning point. The Investment Association’s 2026 Annual Conference will focus on how our sector is not only responding to change but also shaping it through innovation, digitalisation, and a commitment to delivering value for clients and society.

This year’s theme, Transformation in Investment, highlights both the challenges and opportunities ahead. The conference will address topics such as expanding retail access, developing future skills, leveraging technology, and rethinking investment products. Industry leaders, policymakers, and innovators will come together to discuss the UK’s role in a changing world and its strengths as a resilient, client-focused investment hub.

 

Keynote Speakers Announced:

  • Andrew Bailey, Governor, Bank of England
  • Lucy Rigby KC MP, Economic Secretary to the Treasury

Don't miss this opportunity to hear from leading voices and connect with peers shaping the future of investment.

Be part of the transformation. Register for the IA Annual Conference 2026 to engage in discussions that will help shape the future of investment. Whether you are leading innovation, shaping policy, or guiding teams through change, this event offers opportunities to connect, collaborate, and gain valuable insights for navigating an evolving industry.  

We look forward to seeing you at Church House on 4 June for a day filled with inspiration, new ideas, and practical impact. Let’s work together to transform the future of investment. The agenda features keynote speeches, panels, breakout sessions, and training, focusing on practical solutions, policy developments, and case studies to help every attendee lead transformation with confidence and purpose.

850+
Attendees
320+
Unique organisations
53%
Decision Makers
40+
Industry lead expert speakers
25+
Thought leadership sessions
18+
Content hours during the conference

TICKETS

Early Bird - Save 10%

EXPIRED

  • IA FULL MEMBER............................Free
  • IA AFFILIATE, SECTOR, I2020, and ENGINE MEMBERS.......£99.00 + VAT
  • NON-MEMBER...............£285.00 + VAT

Standard

1 February to 3 June

  • IA FULL MEMBER............................Free
  • IA AFFILIATE, SECTOR, I2020, and ENGINE MEMBERS......£110.00 + VAT
  • NON-MEMBER..............£315.00 + VAT

Sponsorship Opportunities

 

Book a sponsorship package and receive at least 3 tickets included. Explore our packages and secure your spot.

MEET OUR 2026 SPEAKERS

Thank you to our sponsors

The people who make it happen

We're proud to be supported by these outstanding organisations

 
 
Gold partner
 
Faegre Drinker logo
Whayston logo
 
Session sponsors
 
Dfine logo
FundGuard logo
 
Exhibitors
 
Agentic Risk logo
AssetMatch logo
CLD logo
Confluence logo
CSC logo
ETF Book logo
Fund Recs logo
FundAnalyser logo
Fundsense logo
IA Engine logo
IA Invest for the Future logo
IVIS
IA Membership logo
IA Training logo
Investment 2020 logo
Just Finance Foundation logo
Kaizen logo
Level E logo
Margetts logo
Nistad logo
Reclaim Fund logo
 
Event Supporters
 
Office for Investment Financial Services
City of London Corporation
DBT- Department of Business and Trade

AGENDA

Select any session to expand speaker details & description

 
Time
Main Stage
Track 2
Track 3
Track 4
08:30
NetworkingRegistration breakfast & Networking + 1:1 meeting
09:30
WelcomeOpening Remark by MCBen Chu, BBC
09:45
WelcomeWelcome by Chair of The Investment AssociationAnn Prendergast, Chair of the IA
09:55
Panel2026 trends: The View from the TopChris Cummings • Mark Versey • Sandy Boss • Mark FitzPatrick • Joseph Pinto+

Bringing together senior leaders from some of the UK's largest asset managers, this panel will offer a macro level perspective on the forces shaping investment management in 2026. From the accelerating impact of emerging technologies to a shifting geopolitical order, rising client demand for new products, and an evolving regulatory landscape, senior industry leaders will share how they are navigating a year defined by transformation.

Chris Cummings
Chris Cummings
Moderator • CEO, The Investment Association
Mark Versey
Mark Versey
Chief Executive Officer, Aviva Investors
Sandy Boss
Sandy Boss
Chair of BlackRock UK
Mark FitzPatrick
Mark FitzPatrick
Chief Executive Officer, St James's Place
Joseph Pinto
Joseph Pinto
CEO, M&G
10:35
PanelInvestment Management in an Era of Geopolitical ChangeKaren Northey • Karen Ward • Alex White • Jumana Saleheen+

Global tensions, supply chain realignments, and persistent market volatility are creating a new backdrop for investment strategies. In this session, market strategists discuss how their firms and clients are interpreting fast moving geopolitical events and adjusting portfolios, risk frameworks, and client engagement as a result.

Karen Northey
Karen Northey
Moderator • Director of Corporate Affairs
Karen Ward
Karen Ward
Managing Director and EMEA Chief Market Strategist, J.P. Morgan Asset Management
Alex White
Alex White
Managing Partner – Global and Investor Advisory Practice, Flint Global
MM
Michelle Moran
Partner, Faegre Drinker
Jumana Saleheen
Jumana Saleheen
Chief Economist & Head of Investment Strategy Group, Vanguard
11:00
BreakMid-morning break & Networking + 1:1 meeting
11:40
11:40
12:10
12:40
PanelRetail investment: What do consumers want and need from the industry?Miranda Seath • Lucy Castledine • Holly MacKay+

Consumer expectations are shifting rapidly, shaped by digital natives entering the client base as well as cost of living pressures, demand for value and consumer protection, and competition across the retail landscape. This session will explore what today's retail investors truly need to make confident long-term decisions.

Miranda Seath
Miranda Seath
Moderator • Director of Market Insights
LC
Lucy Castledine
Director, FCA
Holly MacKay
Holly MacKay
Founder and CEO, Boring Money
PanelRetail investment: How the industry is responding to consumers' changing needsKaren Northey • Sasha Wiggins • Steven Levin+

This session will explore how the industry is adapting, including through the industry-led Retail Investment Campaign launching in April 2026. Industry leaders will discuss innovations in communications, product design, financial education, and engagement strategies.

Karen Northey
Karen Northey
Moderator • Director of Corporate Affairs
Sasha Wiggins
Sasha Wiggins
Chief Executive of Private Bank and Wealth Management
Steven Levin
Steven Levin
Chief Executive Officer, Quilter
KeynoteKeynote: Generational myths and realities, in the workplaceProfessor Bobby Duffy+

With more generations in the workplace than ever before, perceptions of age and work are increasingly shaping organisational debates. Professor Bobby Duffy, Professor of Public Policy and Director of the Policy Institute at King's College London, will set out why organisations need an intergenerational workforce strategy - not a Gen Z strategy.

Professor Bobby Duffy
Professor Bobby Duffy
King's College London
BreakoutStaying Active in a Passive World – How Agentic AI Can Reinvent the Active ManagerJames King • Richard McIntosh • Kira Huneke+

As passive investment strategies continue to gain market share, active managers face growing pressure to demonstrate where sustainable alpha can still be generated. This session explores how agentic AI can support investment teams — including a live demonstration of an AI-supported investment research workflow and an AI readiness assessment framework.

JK
James King
Head of Resilience, The Investment Association
RM
Richard McIntosh
Manager, d-fine
KH
Kira Huneke
Manager, d-fine
BreakoutT+1: 100% Settlement, 20% TimeGalina Dimitrova • Andrew Douglas • Andrew Harvey • Bernardo Castel-Branco • James Maher • Jermaine Nooks+

With T+1 accelerating industry timelines, firms must rethink how work gets done. This session explores how to deliver by concentrating effort for maximum effect — achieving 100% of the outcome in just 20% of the time. Hear practical insights on simplification, coordination, and high-impact delivery.

Galina Dimitrova
Galina Dimitrova
Introduction & Welcome • Director, Investment and Capital Markets, IA
AD
Andrew Douglas
Chair of the AST (Presentation)
JN
Jermaine Nooks
Investment Operations Policy Lead, The Investment Association
AH
Andrew Harvey
Managing Director, Europe, Global FX Division, GFMA
BC
Bernardo Castel-Branco
Senior Partner, Head of Alpha's Risk & Compliance Practice, Alpha FMC
JM
James Maher
Speaker – details to follow
BreakoutThe UK as a Global Platform for International Financial ServicesSimon Pryke+

Senior leaders from across government, regulation, and the financial services industry discuss why the UK remains one of the world's most attractive destinations for international investment.

SP
Simon Pryke
Executive Chair, Findlay Park (Opening)
BreakoutInvest, Trade, Grow — Why the UK?Molly Nolan • Stuart Dunbar • Ben Summers+

The UK is a global leader in financial and professional services — and its strength goes far beyond London. Two-thirds of jobs in the sector are based in high-performing regional hubs such as Edinburgh, Glasgow, Leeds, Manchester, Birmingham, and Cardiff, each offering deep talent pools and distinct specialisms. This session showcases why the UK remains a top destination for international investment, with a focus on its powerful regional ecosystems.

MN
Molly Nolan
Moderator • Senior Government affairs manager, The Investment Association
Stuart Dunbar
Stuart Dunbar
Partner, Baillie Gifford
BS
Ben Summers
Head of UK, Vanguard
BreakoutA Single Front Door for International FirmsJack Knight • Rahul Ahluwalia • Laura Dawes • Anastasia Nishnianidze+

This session explores how the UK is streamlining access for international firms through a more coordinated “single front door” approach — designed to simplify market entry, reduce regulatory friction, and provide clearer guidance for global businesses looking to establish or expand in the UK.

JK
Jack Knight
Deputy CEO, The Investment Association
RA
Rahul Ahluwalia
CEO, Office for Investment: Financial Services
LD
Laura Dawes
Director of Authorisation, FCA
AN
Anastasia Nishnianidze
Trade and Investment Director, City of London Corporation
ClosingClosing RemarksSimon Pryke, Executive Chair, Findlay Park
13:00
NetworkingLunch & Networking + 1:1 meeting
14:00
KeynoteKeynote from City MinisterLucy Rigby KC MP, Economic Secretary to the Treasury (City Minister)+
Lucy Rigby KC MP
Lucy Rigby KC MP
Economic Secretary to the Treasury (City Minister)
14:25
14:25
Power pitchesProduct and Market Innovation power pitchesGalina Dimitrova • Stuart Dunbar • Mike Poole • Gerald Rehn • Dan Riches • Eliza Teodorowska-Ruddy+

Short, high-energy pitches spotlighting developments set to reshape markets — from the electronification of IPOs and the rise of active ETFs, to consolidated tapes in the UK, long term stewardship approaches, and personalised distribution models.

Galina Dimitrova
Galina Dimitrova
Moderator • Director, Investment and Capital Markets
Stuart Dunbar
Stuart Dunbar
Partner, Baillie Gifford
Mike Poole
Mike Poole
Head of Investment Platform, Jupiter Asset Management
Gerald Rehn
Gerald Rehn
Head of EMEA Distribution, BNY
DR
Dan Riches
Head of Equity Dealing, M&G Investments
ET
Eliza Teodorowska-Ruddy
Solutions Director – ETFs, Royal London Asset Management
BreakoutAI-enabled cyber risk: what investment firms need to understand nowLawrence Baker • Joanne Elieli+

Recent developments in frontier AI suggest that for the first time AI systems have demonstrated the capability to autonomously execute complex, multi-step cyberattacks. This session explores what this means for firms' cyber-resilience assumptions, how AI may scale and accelerate attack pathways, and what firms should be considering now to strengthen resilience.

LB
Lawrence Baker
Policy Advisor, The Investment Association (Welcome)
JE
Joanne Elieli
Partner, London, Stephenson Harwood LLP
Fireside chatFrom crisis to collaboration: joining up to tackle economic crimeAndrew Ninian • Adrian Hood+

This fireside chat will trace the evolving threat landscape of economic crime — from the stark statistics of the current economic crime wave, with international organised crime groups using AI to maximise their effectiveness — to the emerging response. Drawing on recent and ongoing work across government, law enforcement and industry, the session will explore how greater collaboration, including the IA's SPoC Scheme and enhanced financial crime intelligence-sharing, can provide a more hopeful and effective path to tackling economic crime.

AN
Andrew Ninian
Director, Stewardship, Risk and Tax, The Investment Association
AH
Adrian Hood
Senior Policy Adviser Financial Crime, The Investment Association
BreakoutGenerational Change in the Workplace – discussionKaris Stander • Professor Bobby Duffy • Richard Gordon+

Following the keynote, a practical follow on discussion on intergenerational working, focusing on what the 'Gen Z debate' reveals about how work has changed, and what leaders can do to strengthen connection, learning and early career development.

KS
Karis Stander
Director, Culture, Talent & Inclusion, The Investment Association
Professor Bobby Duffy
Professor Bobby Duffy
King's College London
RG
Richard Gordon
Global Head of Operations, BNY
15:05
BreakNetworking Break + 1:1 meeting
15:45
15:45
 
16:15
PanelPublic and Private Markets: Divergence, Convergence, and What Comes Next?Jonathan Lipkin • Richard Oldfield • Matthew Malloy • Rachel Wheeler • Rashmi Madan • Richard Law Deeks+

The boundaries between public and private markets are shifting, creating new opportunities and new structural considerations for investors. Leaders from major asset managers and asset owners will discuss how product design is evolving, how capital is being allocated across the market spectrum, and what this means for liquidity, returns, and client expectations.

Jonathan Lipkin
Jonathan Lipkin
Moderator • Director of Policy, Strategy and Innovation
Richard Oldfield
Richard Oldfield
Chief Executive Officer, Schroders
Matthew Malloy
Matthew Malloy
Neuberger
RL
Richard Law Deeks
Executive Director, Chief Executive Officer, LGPS Central
RM
Rashmi Madan
Senior Managing Director and Head of EMEA in Blackstone Private Wealth, Blackstone
RW
Rachel Wheeler
Global Product Head – Regulated Fund Solutions, Waystone
PanelImplications of TokenisationJohn Allan • Chris Woolard CBE • Caroline Vicente-Ironside+

Tokenisation promises to reshape how assets are issued, traded, and held — but what needs to happen next for it to reach scale? This session examines the potential benefits for efficiency, transparency, and consumer experience, alongside the challenges that remain. Industry specialists will unpack what tokenisation means for investment products, operational models, and the regulatory framework required to support efficient adoption.

John Allan
John Allan
Moderator • Director of Innovation and Operations
CW
Chris Woolard CBE
Partner at EY & government's Wholesale Digital Markets Champion
CVI
Caroline Vicente-Ironside
UK Legal Business Partner, Baillie Gifford
BreakoutThe evolution of active ETFsMiranda Seath • Hugo Gordon • Ciarán Fitzpatrick • Tom Stephens+

A panel of industry experts discusses the rise of active ETFs, the ongoing evolution of the product and the regulatory framework that surrounds them, and the opportunities and challenges that await.

Miranda Seath
Miranda Seath
Moderator • Director of Market Insights, The Investment Association
HG
Hugo Gordon
Head of Capital Markets, The Investment Association
TG
Tom Stephens
Chair of the ETF committee & Head of ETFs, Schroders
CF
Ciarán Fitzpatrick
Global Head of ETF Product, JP Morgan Securities Services
BreakoutTokenisation of Mutual Funds: What it is, why it matters, and what's coming nextWilliam Palau+

Tokenisation is moving from concept to practical experimentation across investment management. In this fast-paced taster, we will demystify tokenisation and the blockchain foundations that enable it, outline the main types of blockchain, and translate the topic into what it could mean for fund operations, distribution and the investor experience. We'll introduce the IA's Investment Fund 3.0 work and signpost the key resources and opportunities for firms to get involved. You will leave with clarity on the landscape and a concrete pathway to explore next steps.

WP
William Palau
Development Lead, Incrypto Workshop
BreakoutLeadership in Action: 20-Minute TasterJulia Streets MBE+

In today's fast-moving investment landscape, strong leadership is no longer optional — it is critical to driving performance, navigating change, and building resilient teams. Julia Streets MBE introduces the principles behind the IA Leadership Bootcamp, designed specifically for professionals in our sector who are stepping into, or strengthening, leadership roles. The session highlights why leadership matters more than ever, the value of structured practical training, what participants gain from the 3-day Leadership Bootcamp, and how developing core soft skills such as emotional intelligence can transform decision-making, collaboration, and influence.

JS
Julia Streets MBE
Founder & Chair, Streets Consulting
 
16:40
KeynoteKeynote from Andrew Bailey, Governor of the Bank of England
17:00
ClosingClosing remarksChris Cummings, CEO of the Investment Association
17:10
ReceptionDrinks and Canapés