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The European Association for Banking and Financial History (eabh) e.V.

Conference

Institutional Investors

The history of professional fund management

26 Oct 2018 at 9:45am

United Kingdom

Up to the beginning of the 20th century stocks were primarily owned by wealthy private individuals. Now, 100 years later, institutional investors hold almost twice the amount. The ascent of institutional investors as one of the most powerful players on global financial markets today is a highly relevant yet under researched topic.This conference will ask the question of when, how and why this massive structural shift happened? And which are the consequences for our societies? How can we set policy frameworks today in a way that ensures that these investors will be able to deliver adequate pension payments in the future?

 

Programme

26 Oct 2018Institutional Investors
The history of professional fund management
9.45Welcome Coffee

Moderators:

Hugo Bänziger, Banque Lombard Odier and eabh
Carmen Hofmann, eabh
10.00Keynote: The rise of institutional investors
Hugo Bänziger, Banque Lombard Odier and eabh
10.30A brief history of Schroders and investment management
Caroline Shaw, Schroders
11.00Early institutional investors and their importance for the Amsterdam financial system
Joost Jonker, Amsterdam University
11.30Coffee
11.45The evolution of the ‘averaging’ investment trust in the UK, 1880 to 1914
Janette Rutterford, The Open University
12.15The rate of return on everything
Moritz Schularick, Bonn University
12.45 Lunch
14.00 Panel Discussion
• Irshaad Ahmad, Allianz Global Investors
• Hugo Bänziger, Banque Lombard Odier and eabh
• Malcolm Herring, Barings
• Ian Mukherjee, Amiya Capital 
15.00 Coffee
15.15 The Big Bang: Stock market capitalisation in the long run
Kaspar Zimmermann, Bonn University
15.45 Make capital efficient. Non-Life insurance as institutional investor, underlying mechanisms and the experience of Zurich Insurance Company 1872-1950
Christofer Stadlin, Zurich Insurance Company
16.15 Lombard, Odier & Cie: From investment research to asset management
Sabrina Sigel, Banque Lombard Odier
16.45 Closing Remarks

Date

26 Oct 2018 at 9:45am to 5:00pm

Location

Schroders
1 London Wall Place
London EC2Y 5AU

United Kingdom

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