Citywire Amplify Distribution Forum 2023
Congratulations! You are invited to Citywire Amplify’s distribution forum – an exclusive event for our asset management audience. Following our successful marketing forum we are bringing together the experiences of your peers in fund sales, with expertise from outside your industry.
This highly engaging morning event is designed to leave you with practical insights you can bring back to your businesses.
As Amplify editor I will be joined by other senior Citywire colleagues in hosting a series of panels with fund sales and distribution leaders, each followed by lively discussions with other attendees.
These sessions will cover;
- Skills and the modern distribution team model;
- Service
- Disruption in distribution
But we are also inviting a view from the outside, a innovator and leader through change, who will share a different set of experiences and viewpoints with you.
This will be the perfect opportunity to meet your peers in asset management distribution, and quickly develop your team’s own thinking. And as Amplify editor, I very much look forward to catching up with you, and hearing about the hottest issues.
Take a moment to check out our agenda and I hope to see you there on the 21 June.

Asset management is a people business. Connect with your peers through Amplify
What is Citywire Amplify Connect?
Agenda
08:00-09:30
Registration
09:30-10:15
Welcome with Will Robins and Keynote Speaker Yuval D'vir
10:15-10:55
Model & Skillset-Chaired by Angus Foote, Citywire
10:55-11:15
Coffee break
11:15-11:55
Service-Chaired by Dr Kate Doran, Citywire
12:00-12:40
Disruption-Chaired by Will Robins, Citywire
12:40-14:00
Lunch
Keynote Speaker

YUVAL D'VIR
GLOBAL DIRECTOR OF ONLINE SCALED PARTNERSHIPS FOR GOOGLE
- FORMER GLOBAL DIRECTOR OF TRANSFORMATION FOR MICROSOFT
- FORMER SENIOR MANAGER OF PRODUCT FOR SKYPE
With asset management distribution at an inflection point, Yuval's insights on successfully managing and driving change will be hugely valuable.
An internationally recognised business transformation leader, Yuval D'vir has extensive career experience at major global corporations. An unrivalled pioneer in the strategy of utilising design, communication and empathy to develop future proof individuals and teams, Yuval has the tools and knowledge to support other companies in achieving longevity and exponential growth.
Credited with leading the transformation into a balanced working culture for some of the biggest companies in the world, Yuval is a leading authority in all aspects of businesses including: technology, people, data and products, his methods incorporate each aspect to achieve a comprehensive strategy, a challenge he achieved for Microsoft. As the Global Director of Business Transformation between 2012 and 2014, Yuval promoted the behavioural and cultural changes required to create a more nimble, adaptive, and data-driven culture throughout Microsoft.
Currently a key figure at Google, Yuval is responsible for partnering with businesses worldwide in order to improve their working methods and drive the digital transformation of companies. As part of his role, Yuval works with Google's moonshot programs as well as DeepMind and Google Brain to help drive and operationalise Machine Learning applications across the industry.
Session 1 - Model & Skillset
With investors looking for a different asset mix, and working in a different way, do you need to remodel your distribution team accordingly? What does the modern distribution person look like, and in a world where graduates all want to work in cleantech startups, how do attract and retain the best people?
Speakers

Angus Foote
Angus Foote oversees all Citywire’s editorial coverage aimed at international professional investors. He joined Citywire in 2003 and launched the company’s first international publication shortly afterwards.
He previously worked for the Euromoney Institutional Investor group as an editor on magazines and websites in London and New York. He has published articles in the Financial Times and other UK national newspapers and spoken at major fund industry conferences around the world.

Yuval D'vir

Jamie Hammond
Jamie Hammond is Deputy CEO and Head of International Distribution at iM Global Partner, and has more than 30 years of industry experience. Before joining iM Global Partner, Jamie was CEO of AllianceBernstein Limited (UK) and Head of the EMEA Client Group. He joined AB in January 2016, with responsibility for sales, marketing and client service functions in the EMEA region. Prior to this, he spent 15 years with Franklin Templeton Investments, most recently as the CEO of their UK regulated entities and Managing Director, Europe. He joined Franklin Templeton in 2001 following the acquisition of Fiduciary Trust Company International, where he was the Sales Director responsible for mutual fund development in Europe. Before this Jamie was National Sales Manager for Hill Samuel Asset Management, the asset-management arm of the Lloyds TSB Group.

Steven de Vries
Steven de Vries is Head of Wholesale Distribution UK, Europe and Latin America at LGIM. Steven is responsible for LGIM’s established UK wholesale business and for driving LGIM’s ambitious growth plans in Europe and Latin America by managing the firm’s mutual fund and ETF distribution. With 25 years’ experience in the asset management industry, Steven worked for Janus Henderson Investors as Managing Director, Global Financial Institutions (GFIs), where he was responsible for developing and implementing the strategy for GFIs and key accounts from 2017 to 2020. Prior to the company’s merger, he held senior roles at Henderson Global Investors from 2001 to 2017, including the position of Head of Sales for continental Europe for six years. Before joining LGIM in July 2021, Steven acted as an independent consultant, advising boutique asset managers on European distribution, among others.
Session 2 - Service
What do clients need and how is it changing? In which areas do asset managers need to improve the most? Our expert panel of asset management distribution professionals will be hearing from a real live fund selector on what he actually wants from them.
Speakers

Dr Kate Doran
Dr. Kate Doran joined Citywire in January 2022. Her team is responsible for conducting Citywire’s bespoke and internal research projects, including the flagship Selector, UK Wealth, and Pro buyer Service studies. Previously, Kate was head of research for a financial consumer group and worked in IT transformation in Barclays bank.

Christopher Carlton
Chris is head of manger research for the Multi-Manager Strategies team at abrdn. He is responsible for the research process that supports the selection and oversight off both active and passive managers. Before joining abrdn in 2022 Chris was most recently at BNY Mellon, where he led International manager research and client consulting for the Investor Solutions business. He has more than twenty years of investment experience in both traditional and alternative asset classes, concentrated in manager research and the oversight of multi-manger portfolios.
Chris has a BA from Oxford University and an MBA with a concentration in finance from Bayes Business School, he also holds the Investment Management Certificate.

Theresa Russell
Theresa has more than 20 years’ experience of asset management distribution for both large and boutique companies in the UK. Her key focuses are driving the firm’s business development, principally focussing on the fund range, whilst supporting the growth of the Partnerships franchise. Prior to this, Theresa was Head of Sales and Marketing at CG Asset Management and before that, Head of Sales and Marketing at GVQ Investment Management.

Matthew Shafer
Matt Shafer is head of international distribution for Europe and Asia at PGIM Investments, leading its growth plans in wholesale and retail markets outside the U.S. Based in London, he focuses on broadening and deepening relationships with Global Financial Institutions private banks, independent wealth managers, fund of funds, family offices and other distributors. He also has executive oversight of international distribution strategy.
Prior to joining PGIM Investments, Matt was head of EMEA at BNY Mellon Investment Management. Before that, he was head of international distribution at Natixis Investment Managers. Earlier in his two-decade career, he was head of salesfor offshore funds, alternative investments and managed products at Merrill Lynch in the US and subsequently in London. Matt has a bachelor’s degree in economics from the University of Buffalo.
Session 3 - Disruption and Disruptors
Where will disruption come from and what can we do to prepare? Are we really at an inflection point and if so, should we even be worried?
Speakers

Will Robins

Jasbir Nizar
Jasbir Nizar joined Lombard Odier Investment Managers (LOIM) in 2013 as Head of Human Resources. In 2020, Jasbir was appointed as Head of Business Development with responsibility for Sales, Marketing and Product Development.
Prior to joining LOIM, Jasbir spent nine years at Citi where she held positions as Head of HR for Corporate and Investment Banking & Head of Employee Relations. She has also worked for RBS in Business Strategy and Planning.
Jasbir holds an LLB (hons) in Law, a post-graduate in Business Law, has undertaken the Legal Practice course as well as undertaking the Certificate in International Cash Management from the Association of Corporate Treasurers.

Jose Cosio
EMEA, Asia and Latin America, working closely with the various sales teams across the regions and partnering with our intermediary colleagues in
the U.S. Jose is a member of the firm’s Partners Committee.
Jose has a depth of experience in distribution, strategy and relationship management across the full spectrum of intermediary clients with specific
proficiency across the largest multi-regional firms. Prior to Neuberger Berman, Jose spent nine years at Alliance Bernstein in various business
development and senior management roles, including SVP/Managing Director of Global Financial Intermediaries, U.K., MENA & Southern Europe.
Jose started his career as an International Financial Advisor at Wachovia Securities in Miami, managing the personal wealth of Latin American
clients. He holds a B.S. in Finance & Computer Information Systems from Tulane University and securities licenses in the U.S.
Sponsored by

accelerando intelligence, founded in 2004, is a pure-play European fund distribution consultancy providing bespoke strategic advice and research to asset managers worldwide.
We serve our clients on all aspects of European distribution - across all markets, channels, as well as all elements of proposition, client experience and communication. We put practice-relevance above all else and are fully dedicated to providing our clients with the utmost clarity and conviction necessary to make strategic as well as tactical decisions.
Our promise to our clients is as straight-forward as can be: Clarity, relevance and actionability.
More than 90% of our revenues derive from bespoke work and we take particular pride in the longevity of our client relationships and the level of trust earned.