Investing in the Real Economy & Societal Change Forum | Europe 2026

ARRIVAL & NETWORKING

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08:30 – 09:10

ARRIVAL & NETWORKING

OPENING ADDRESS

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09:10 - 09:15

CHAIR’S OPENING ADDRESS:

Noel Hillmann, Chief Executive Officer, Clear Path Analysis

EXPERT PRESENTATION

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09:15 – 09:55

EXPERT PRESENTATION: The economic outlook to 2030

Ben Caswell, Senior Economist, National Institute of Economic and Social Research (NIESR)

EXPERT PRESENTATION

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09:55 - 10:35

EXPERT PRESENTATION: Demographic shifts: ageing population and immigration as factors of the real economy

Madeleine Sumption, Director, Migration Observatory, University of Oxford

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10:35 - 11:05

REFRESHMENTS & NETWORKING BREAK INCLUDING 2 MINUTES SILENCE FOR ARMISTICE DAY AT 11:00

EXPERT PRESENTATION

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11:05 – 11:45

EXPERT PRESENTATION: Future trends and what they mean for investors

Sarah Mukherjee, MBE, Chief Executive Officer, Institute of Sustainability and Environmental Professionals (ISEP)

EXPERT PRESENTATION

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11:45 – 12:25

EXPERT PRESENTATION: Beyond the chat window: the next stage of enterprise AI

Oli Woodman, CEO and Founder, CompletePicture

PRESENTATION

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12:25 - 12:30

Introduction to Insurance Investor Live | Europe

Noel Hillmann, Chief Executive Officer, Clear Path Analysis

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12:30 - 13:15

LUNCH

Talking Table 1

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13:15 – 13:55

Opportunities for insurers in European infrastructure debt – group 1

Jerome Neyroud, Head of Infrastructure Debt, Schroders

Daniel Henton, Business Development Director, Schroders

Talking Table 1

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14:00 – 14:40

Opportunities for insurers in European infrastructure debt – group 2

Jerome Neyroud, Head of Infrastructure Debt, Schroders

Daniel Henton, Business Development Director, Schroders

TALKING TABLE 1

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14:45 – 15:25

Opportunities for insurers in European infrastructure debt – group 3

Jerome Neyroud, Head of Infrastructure Debt, Schroders

Daniel Henton, Business Development Director, Schroders

Talking Table 2

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13:15 – 13:55

Regulatory tailwinds for European ABS: do the changes to European Insurance regulations make ABS relevant in the context of an insurance balance sheet again? – group 2

Joseph Rice, Fund Manager, M&G Investments

Russell Lee, Head of Insurance Solutions, M&G Investments

Talking Table 2

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14:00 – 14:40

Regulatory tailwinds for European ABS: do the changes to European Insurance regulations make ABS relevant in the context of an insurance balance sheet again? – group 3

Joseph Rice, Fund Manager, M&G Investments

Russell Lee, Head of Insurance Solutions, M&G Investments

TALKING TABLE 2

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14:45 – 15:25

Regulatory tailwinds for European ABS: do the changes to European Insurance regulations make ABS relevant in the context of an insurance balance sheet again? – group 4

Joseph Rice, Fund Manager, M&G Investments

Russell Lee, Head of Insurance Solutions, M&G Investments

Talking Table 3

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13:15 – 13:55

Bridging public and private credit and unlocking capital-efficient opportunities for insurers across the credit continuum – group 3

Alexandre Mincier, Global Head of Insurance Investments, Franklin Templeton

Brishni Mukhopadhyay, Senior Client Portfolio Manager, Western Asset Management

Talking Table 3

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14:00 – 14:40

Bridging public and private credit and unlocking capital-efficient opportunities for insurers across the credit continuum – group 4