Gary Collins, Columbia Threadneedle Investments EMEA APAC

Gary Collins

Gary Collins is Head of Distribution, EMEA & Latin America at Columbia Threadneedle Investments. He joined the company as Head of UK Retail Sales in 2006, before taking on the role of Head of Wholesale Distribution in 2013, where he is responsible for promoting the company’s range of funds within the EMEA and Latin American wholesale markets. He took on his current role in 2019, with additional responsibility for our EMEA and Latin American institutional businesses. Gary started his career with Mercury Asset Management in 1995 as a Sales Manager. In 2001, Mercury Asset Management became Merrill Lynch Investment Managers and in 2004, Gary was appointed Director of UK Retail Sales. Gary graduated in 1995 from Nottingham Trent University with a degree in financial services.

Agenda

09.40 - 10.00

News from Asia and the US

A discussion with the conference partners, NICSA and HKIFA, on the recent developments in their respective fund industries


10.00 - 10.30

Distribution trends: aviation as a reference industry

Lessons to learn from air travel industry – fundamental changes in distribution channels, direct distribution, generational shift, innovative pricing etc.

GDS, AEA and IATA are acronyms that the fund industry might not be too familiar with, however they belong to an industry that also underwent profound changes over the past decade. Changes in the global distribution systems impacted not only travelers and intermediaries, but most of all the airlines directly. Prestigious brands disappeared and made room for low cost airlines, airline mergers and alliances. Are there lessons to be learned by the fund industry?


11.00 - 11.40

Data: distribution intel - data is big, intelligence will be augmented

An examination of how data contributes to distribution. If investment decisions are based on data, for sure distribution decisions must be. In fact, as data itself is becoming an asset class, is the asset manager becoming a data manager?


11.40 - 12.20

Integration of sustainability factors in fund distribution rules

In the context of the EU Action plan on Sustainable Finance, the integration of sustainability risks and factors in MiFID II is envisaged via the introduction of mandatory assessments of client ESG preferences. How to match these subsequently with the right financial products? AIFMD and UCITS regulations will see similar developments. In practice, how will this affect distributors?


14.30 - 15.00

Young perspectives

Talk to millennials, not about them – thoughts about money and financial planning, the need for a fund shopping app etc. – what is it the young clients want?


16.00 - 16.40

Distributors take centre stage

Do investors feel they get value for money? What sells and what doesn’t? Regulation, pricing, digitalisation, investor education… what really influences fund sales?

  • Gary Collins

    Gary Collins Head of Distribution EMEA & Latin America Columbia Threadneedle Investments EMEA APAC


16.40 - 17.10

Everything you always wanted to know about distribution (but were afraid to ask)

Ad-hoc session: expertise upon request