100%
recommendation rate by senior delegates1
£400bn +
assets represented
100+
delegates
18th
annual event
The Summit is set in a relaxed environment where senior investment leaders have an opportunity to consider strategic priorities and discuss developments in the industry with peers facing similar issues.
Sessions leverage the expertise of our senior investment professionals, complemented by external speakers focused on specific themes. This allows us to cover a broad range of topics, from industry innovation and market developments to regulation, geopolitics and technological change.
Summit guests are senior decision makers who represent the interests of a broad variety of institutional asset owners. As well as attending the conference and networking with peers, the Summit provides an opportunity for guests to discuss specific topics with Insight’s executive team, senior investment team and client directors.
Chief Executive Officer
Raman was appointed Chief Executive Officer of Insight in April 2025. In this role, he leads the Executive Management Committee and is responsible for overseeing the firm's strategic direction and overall operations. With over 25 years of experience in the investment industry, Raman brings deep investment expertise and a strong track record of leadership. Prior to joining Insight, he served as Executive Vice-President and Global Chief Investment Officer at Great-West Lifeco. There, he was a key member of the senior executive team, working closely with the CEO and Board of Directors on a broad range of investment, capital market, and strategic initiatives. Raman has held prominent leadership roles across North America, the UK and Europe, including serving as Director and Chair of the Board for several asset management firms, covering both public and private markets. Earlier in his career, he was Managing Director of Global Fixed Income at Mellon Investments and spent more than a decade at Putnam Investments as a fixed income portfolio manager. Raman holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Mathematics, Actuarial Science from the University of Waterloo. He is a CFA charterholder.
Global Chief Investment Officer, Member of the Executive Management Committee
Adrian joined Insight in April 2003 as Head of European Fixed Income following the acquisition of Rothschild Asset Management Limited (RAM). In September 2003, he was appointed Deputy Head of Fixed Income and in 2005 became Head of Fixed Income. Adrian joined the Executive Management Committee in October 2012 and in 2016, he became Chief Investment Officer – Active Management. In September 2018, Adrian took on his current role as Global Chief Investment Officer responsible for the oversight of the firm’s investment management teams. Before joining Insight, he was a Director in the Fixed Income Team at RAM focusing on European research and global portfolios. Prior to joining RAM in 1994, he spent four years working in bond sales for UBS Phillips & Drew and three years managing international bond portfolios at ARCA, Milan. He has a BA honours degree in Economics and Politics from Warwick University and an MA in International Economics and International Relations from Johns Hopkins University in the US.
Global Head of Distribution, Member of the Executive Management Committee
Angus joined Insight in 2017 as the Global Head of Distribution, overseeing consultant relations, business development, product development and marketing. He leads the firm's distribution strategy, ensuring Insight maintains its leadership position in the UK by shaping the surplus management strategy, integrated solutions and fiduciary offerings. Angus also oversees Insight's ambitious growth plans in the world's largest wealth markets, driving expansion in Germany, the EU, North America, Australia and Asia, including Japan. Before joining Insight, Angus was the Global Head of Distribution at Barings Asset Management, responsible for 11 regional offices across Asia, Europe, the Middle East, and North and South America. Prior to that, he held senior roles at Invesco as Director of Marketing and Product Development and at Gartmore Investment Management as a partner and Head of Global Institutional Business. Angus began his career in the investment management industry at HSBC Asset Management in Hong Kong and holds a Master’s degree from Aberdeen University.
Head of Global Macro Research
Gareth was originally responsible for setting up the macro research function, which aims to consolidate and improve on our internal macro, economics and politics research, to the benefit of the whole investment team. He served as Insight’s Head of Global Rates and Macro Research until 2025. He originally joined the Fixed Income Group at Insight in April 2003, following the acquisition of Rothschild Asset Management Limited (RAM), as a European fixed income portfolio manager. He joined RAM in 1998 as a graduate and assisted in the management of continental European bonds. Gareth holds a BA (Hons) degree in Mathematics from Jesus College, Oxford University and is an Associate of the CFA Society of the UK.
Head of Business Development, UK and Ireland
Katrina joined Insight in August 2022 as Head of Business Development, UK and Ireland. Prior to Insight, Katrina spent 16 years at BlackRock (including her time at Barclays Global Investors), latterly as DC Practice Leader in the UK Institutional Client Business area and Managing Director in the Strategic Pensions function. Here, her responsibilities included the design and execution of the distribution strategy for defined contribution pension schemes and leading relationships with large, sophisticated DB and DC pension scheme clients. She also held a number of senior business development and relationship management distribution roles for institutional clients. Whilst at BlackRock, Katrina was also involved in the diversity, equity and inclusion effort, holding the position of Co-chair of the Inclusion Committee for the firm’s Ability Network in EMEA. Prior to joining BlackRock, Katrina worked as an investment consultant at Mercer, having started her career within Mercer’s actuarial practice. Katrina graduated from the University of Bradford with a BSc (Hons) in Mathematics and Statistics, and also holds the Investment Management Certificate from the CFA Society of the UK.
Deputy Head of Solution Design, Client Solutions Group
Paul is Deputy Head of Solution Design in the Client Solutions Group. Paul helps lead the team in the design and delivery of investment solutions tailored to address the specific risk and return objectives of Insight’s clients. Prior to joining Insight in September 2010, Paul spent five years at Hewitt Associates as an investment consultant and also four years at PwC. Paul graduated with an MA in Mathematical Sciences from Lady Margaret Hall, Oxford University in 2001. He holds the Investment Management Certificate from the CFA Society of the UK.
Head of Currency Solutions
Francesca joined Insight in June 2019. She is responsible for the oversight of Insight’s dedicated team of currency investment professionals which provides currency solutions ranging from foreign exchange hedging to currency alpha. Prior to Insight, Francesca was a Senior FX and Fixed Income Portfolio Manager at Goldman Sachs Asset Management (GSAM). She started her career at The World Bank in Washington then spent time as an FX strategist at both Lehman Brothers and Morgan Stanley, before joining GSAM in 2006. She graduated from the Université de Geneve in Switzerland with a degree in Monetary and Financial Economics. She also holds a Masters and PhD in Economics from Georgetown University in the US.
Head of Market Strategy
Robert joined Insight in October 2003 as Co-Head of UK Fixed Income. In 2007, he moved to Insight’s Financial Solutions Group as Head of Market Strategy, responsible for the discretionary hedge management process. He began his career at Schroders managing UK and European fixed income and in 2001 he was appointed Head of UK Fixed Income. He was appointed Head of European Fixed Income at Schroders in 2003, prior to joining Insight. Robert graduated from Queens’ College Cambridge in 1992 where he read Economics and has been an Associate of the CFA Society of the UK since 1996. He is a member of the Bank of England Working Group on Sterling Risk-Free Reference Rates and the Bank of England SONIA Stakeholder Advisory Group.
Chief Executive Officer, Insight Investment Management (Europe) Limited
Colm is CEO of Insight Investment Management (Europe) Limited, Insight’s EU-domiciled entity headquartered in Dublin. He is an executive member of the Board for Insight’s European entities and holds a number of senior roles across the firm including membership of Insight’s Global Investment Strategy Group. Colm joined Insight in 2008 in London, as Head of Emerging Market Fixed Income having started his financial services career in 1996 which has involved roles as Head of Emerging Market Fixed Income at Aberdeen Asset Management and in fixed income trading at Bank of America. He is a former Chair of the Irish Funds Investment Association where he remains a Board member and currently participates in a number of government/industry advisory groups. Colm graduated with a degree in Business and Law from University College Dublin.
Chief Foreign Affairs Commentator, Financial Times
Gideon Rachman translates his extensive travels and his remarkable access to world leaders into an insider’s view of global events. He speaks authoritatively about politics, economics and globalisation as they apply to Asia, Europe, the Middle East, the Americas, and more.
At the FT, Gideon writes a weekly column on international politics as well as feature articles. He has reported for the FT from all over the world. Before joining the FT in 2006, he worked for The Economist for 15 years in a range of jobs, including as a foreign correspondent in Brussels, Bangkok and Washington and as business editor.
His FT Podcast ‘The Rachman Review’ is amassing new listeners weekly – it was awarded as ‘International Podcast of the Year’ in 2025 by the annual Political Podcast Awards.
Gideon’s last book is ‘The Age of The Strongman: How the Cult of the Leader Threatens Democracy around the World‘ (April 2022) – this is now translated into 14 languages. In this book, he finds global coherence in the chaos of the new nationalism, leadership cults and hostility to liberal democracy. His prior book was ‘Easternisation: War and Peace in the Asian Century ‘ – this illustrated how the growing wealth of Asia nations is transforming the international balance of power. The Sunday Times called it as “masterly account” and the Daily Telegraph called it “superb“. Paul Kennedy of Yale University commented – “This really is one of those works where you can say you wished our political leaders had read and pondered its great implications.”
His book, Zero-Sum World, predicted the current trade war between the US and China. It was published under the title Zero-Sum Future in the US in 2011. The New York Times called it “perhaps the best one-volume account now available of the huge post-communist spread of personal freedom and economic prosperity.” The Independent called it “an important timely book that should be obligatory reading for all interested in what is happening beyond our shores.” Niall Ferguson commenting on this book hailed it as ‘’An inimitable combination of dry wit and analytical clarity’.
His next book will be published in late Spring 2026.
Gideon received the 2016 Orwell Prize for journalism, Britain’s most prestigious prize for political writing and the 2016 European Press Prize: Commentator Award. Gideon also received the Overseas Press Club of America’s 2017 Best Commentary Award for the best commentary in any medium on international news. His columns continue to cover a wide range of global issues from the economics and politics of the euro-crisis, to US foreign policy and the rise of China.
He has also written for numerous other publications, including Foreign Policy, National Interest, The Washington Quarterly and Prospect magazines. He is a regular broadcaster for, amongst others, the BBC, CNN and NPR.
Rachman is also a regular speaker before both academic and business audiences. He has spoken to the Council on Foreign Relations in New York, the Brookings Institution, the London School of Economics, Oxford and Harvard Universities and the Royal Institute of International Affairs — as well as to Goldman Sachs, Barclays, CLSA, Morgan Stanley, Omnicom, Pictet, Jefferies, Euroclear and many other business audiences
Gideon is a visiting fellow at the LSE IDEAS, a foreign policy think tank.
Former Prime Minister of Great Britain and Northern Ireland
Former Prime Minister of Great Britain and Northern Ireland Tony Blair founded TBI on the belief that a country’s success and ability to enact transformational change is dependent on the effectiveness of its leadership and governance.
Under Tony’s direction, TBI works with political leaders around the world to create real change for their people by advising on strategy, policy and delivery – with technology as an enabler of all three.
During his tenure as prime minister, Tony implemented a major domestic-policy agenda. Through record investment and reforms, the performance of the UK’s education and health-care sectors was radically improved; crime was reduced by a third; a major programme of social liberalism and constitutional change was introduced; the Department for International Development was created and the UK’s foreign aid to Africa trebled; and landmark legislation to tackle climate change was introduced. All of this was done in the context of record economic growth and employment levels. Tony also helped bring peace to Northern Ireland by securing the historic Good Friday Agreement in 1998, and he was a passionate advocate of interventionist foreign policy. He is the only Labour leader in the party’s 100-year history to win three consecutive elections.
After leaving office, he continued his deep commitment to Africa and remained engaged with the Middle East, where he has long advocated for and worked towards the normalisation of relations between Israel and Arab states, contributing to the signing of the historic Abraham Accords in 2020.
Tony dedicates the majority of his time pro bono to TBI, a not-for-profit organisation.
Professor of Gerontology at the University of Oxford
Sarah is Professor of Gerontology at the University of Oxford, and Director of the Oxford Institute of Population Ageing. Sarah was appointed a CBE for services to Demography in 2018 and Chair of the NGO HelpAge International in 2024. She is a Fellow of the Academy of Medical Sciences and of the Royal Anthropology Institute.
Sarah served on the Prime Minister’s Council for Science and Technology, advising Prime Ministers David Cameron and Theresa May on the scientific evidence for strategic policies. She chaired the UK government’s Foresight Review on Ageing Populations and advised on the UK Industrial Strategy Healthy Ageing Challenge.
Her current research on demographic change addresses two broad questions: the implications of falling fertility and increasing life expectancy, and the interaction of population change with the environment.
Her recent books include How population change will transform our world (Oxford University Press 2016/2019), Ageing Societies: risk and resilience (Routledge), and Global Ageing. Sarah is working on her next book for Cambridge University Press on Population and Environmental Change. Sarah is the founding editor of the Journal of Population Ageing and editor of the Handbook of Ageing and Public Policy (Elgar).
Chief Data & Artificial Intelligence Officer, BNY
Sarthak Pattanaik is an Engineering Leader at BNY, where he serves as Chief Data & Artificial Intelligence Officer, Corporate Trust & Loans, Depository Receipts Engineering, Clearance, and Treasury Payments.
He is responsible for the strategy, buildout, adoption, and scaling of Artificial Intelligence capabilities in the bank. In addition, he leads the engineering teams that are responsible for the Artificial Intelligence Hub, Corporate Trust & Loans, Depository Receipts Engineering, Clearance, and Treasury Payments.
Sarthak is a trusted and innovative leader with over 20 years of experience with leading teams that are responsible for the buildout of scalable mission-critical platforms and innovative solutions that help our clients.
Prior to joining BNY, he spent 13 years at Nomura Securities in New York, where he served as the Global Head of Market Risk and Counterparty Risk Technology, responsible for value-at-risk, stress testing, economic capital, and regulatory capital models. Before this, he was a Quantitative Analyst responsible for pricing structured credit and securitized products.
Sarthak holds three patents related to the use of blockchain technology. He is certified as a Chartered Financial Analyst (CFA®) and Financial Risk Manager (FRM®). He earned a Bachelor of Technology degree from the Indian Institute of Technology Kharagpur and a Master of Business Administration from the Indian Institute of Management Lucknow.
The Summit takes place at The Fairmont Windsor Park. Our guests enjoy exclusive use of the conference centre and dining areas during our stay.
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