Johanna Kyrklund, Schroders

Johanna Kyrklund Johanna, joined Schroders in March 2007 and is based in London. As Group CIO,  oversees investment performance, philosophy and process for all asset classes (excluding private assets), reinforcing a culture of collaboration across all desks. In addition, Johanna leads the Multi-Asset Investments division, is a member of the Group Management Committee (GMC) and Chairs Global Asset Allocation Committee. Responsible for investments on behalf of Multi-Asset clients globally and is the lead portfolio manager of the Schroder Diversified Growth Strategy. Prior to joining Schroders, Johanna specialised in tactical asset allocation strategies. From 2005 she worked at Insight Investment where she managed an unconstrained global macro absolute return fund. From 1997 to 2005 she worked at Deutsche Asset Management where she was Head of Asset Allocation in the UK and fund manager of the Deutsche tactical asset allocation fund. Johanna is a CFA Charterholder. She obtained degree in Philosophy, Politics and Economics from Oxford University. Johanna is a member of the Cambridge University Investment Board and the Railpen Investment Board.  

Agenda

London Conference - Agenda
09.25

Let’s hear from the regulators

In an increasingly fast-changing environment, supervisory authorities contribute to a welcome sense of order. Mhairi Jackson from the FCA and Marco Zwick from the CSSF will talk about the expectations of the institutions they represent in the current challenging environment, and especially about their role in ensuring continuous investor protection. Looking forward, they will share their priorities for 2023, discuss about new opportunities such as the revised ELTIF and the forthcoming LTAF, and exchange on the challenges and benefits of evolving new technologies.
10.10

UK and Europe: quo vadis?
10.30

CEO panel

11.45

End of the second belle époque

A discussion about investment and product strategy in the face of war, pandemic, food and energy insecurity, inflation, changed monetary policy, and great uncertainty

  • Wei Li

    Wei Li Managing Director, Global Chief Investment Strategist BlackRock

14.20

Deep-dive 1: Brexit – how are managers adapting?

A 30-minute panel discussion will revolve around managing and distributing funds in Europe, tackling regulatory requirements and other routes in a Post-Brexit world.

The panel will touch upon the following topics:

  • How can sales teams continue to operate from the UK?
  • What are the impacts of the new EU pre-marketing rules on UK managers?
  • Can management teams continue to rely on delegation rules?
  • Collaborating with third parties or setting-up on-shore: what are my structuring options?
  • Distribution in the UK: what happens during and after the transition period?

Christian Hertz will lead the conversation joined by leading industry experts focusing on emerging strategies and the future of fund distribution.
14.50

Deep-dive 2: action this day! The imperative of practical sustainable finance

Nancy Saich, the European Investment Bank’s Chief climate change expert and one of the Rapporteurs of the platform for sustainable finance, developing the EU taxonomy, explains how the taxonomy is evolving to enable financial institutions to finance the transition to a sustainable economy, and leads a panel discussion on how institutions are doing it today.
15.30

Deep-dive 3: democratisation of private assets - what opportunities await the market?

The path to the democratisation of private assets is trying to bring together different types of asset managers, willing to access new sources of financing. The current geopolitical situation is driving new trends – and this session will explore the new private asset products that will meet those demands and how to successfully market these products to investors.
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