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

AGENDA

Select any session to expand speaker details & description

 
08:30 – 09:30
Networking Registration breakfast & Networking + 1:1 meeting
09:30 – 09:40
Welcome Opening Remark by MC Ben Chu, BBC
09:45 – 09:55
Welcome Welcome by Chair of The Investment Association Ann Prendergast, Chair of the IA
09:55 – 10:35
Panel 2026 trends: The View from the Top Chris 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 – 11:00
Panel Investment Management in an Era of Geopolitical Change Karen 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. With insights grounded in real time global analysis, the panel will examine the implications for capital allocation, long term growth, and the UK's position as a leading investment hub.

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
Jumana Saleheen
Jumana Saleheen
Chief Economist & Head of Investment Strategy Group, Vanguard
11:00 – 11:40
Break Mid-morning break & Networking + 1:1 meeting
11:40 – 12:10
Panel Retail 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. Speakers will examine behavioural trends, trust in the market, consumer protection, and the role of regulation in promoting better outcomes.

Miranda Seath
Miranda Seath
Moderator • Director of Market Insights
LC
Lucy Castledine
Director, FCA
Holly MacKay
Holly MacKay
Founder and CEO, Boring Money
12:10 – 12:40
Panel Retail investment: How the industry is responding to consumers' changing needs Karen Northey • Sasha Wiggins • Steven Levin • Jonathan Sorrell +

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 that seek to close the gap between what consumers need and what the market provides. Expect practical insights into how firms are modernising their offer to build trust, drive participation, support long term saving, and ultimately contribute to building a culture of retail investing in the UK.

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
Jonathan Sorrell
Jonathan Sorrell
Chief Executive Officer
12:40 – 13:00
Keynote Keynote: Generational change in the workplace Professor Bobby Duffy +

Featuring Professor Bobby Duffy, King's College London.

Professor Bobby Duffy
Professor Bobby Duffy
King's College London
13:00 – 14:00
Networking Lunch & Networking + 1:1 meeting
14:00 – 14:20
Keynote Keynote from City Minister Lucy Rigby KC MP +

Lucy 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)
14:20 – 15:00
Power pitches Product and Market Innovation power pitches Galina Dimitrova • Stuart Dunbar • Gerald Rehn • Dan Riches +

This session will feature a series of short, high-energy pitches from leading thinkers across the investment ecosystem. Speakers will spotlight the developments set to reshape markets in the near term — 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. This fast-paced session offers a forward look at the ideas and technologies driving industry transformation.

Galina Dimitrova
Galina Dimitrova
Moderator • Director, Investment and Capital Markets, The Investment Association
Stuart Dunbar
Stuart Dunbar
Partner, Baillie Gifford
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
15:00 – 15:40
Break Networking Break + 1:1 meeting
15:40 – 16:00
Panel Public and Private Markets: Divergence, Convergence, and What Comes Next? Jonathan Lipkin • Richard Oldfield • Michael Eakins • Waystone +

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. The panel will also explore whether recent market behaviour signals long term convergence - or a deepening divergence.

Jonathan Lipkin
Jonathan Lipkin
Moderator • Director of Policy, Strategy and Innovation
Richard Oldfield
Richard Oldfield
Chief Executive Officer, Schroders
Michael Eakins
Michael Eakins
Phoenix
WY
Representative from Waystone
Waystone
16:00 – 16:25
Panel Implications of Tokenisation John Allan • Catriona Kellas • John O'Neill +

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
CK
Catriona Kellas
International Legal Lead – Digital Projects, Franklin Templeton
John O'Neill
John O'Neill
Head of Digital Assets and Currencies, HSBC
16:40 – 17:00
Keynote Keynote from Andrew Bailey, Governor of the Bank of England
17:00 – 17:10
Closing Closing remarks Chris Cummings, CEO of the Investment Association
17:10
Reception Drinks and Canapés