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New Financial Events

At the heart of New Financial is a managed programme of private dinners, briefings and workshops. We provide a private forum for senior individuals with different perspectives from across the industry – investors, issuers, banks, and government – to work together to address common challenges.

The future of European stock exchanges

8 July 2021• Unlocking capital markets

Our latest event ‘The future of European stock exchanges’ aims to progress the debate initially raised in our recent report on ‘The problem with European stock markets’. We will be joined by guest speakers including Robert Barnes, head of primary markets at LSEG plc & CEO at Turquoise, Fredrik Ekström, head of Nasdaq Stockholm, European […]

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Meet the MP series: Gareth Davies on ‘The role of banking & finance in supporting a post-Covid recovery’

8 June 2021• Making a better case for capital markets • Virtual Event

Gareth Davies is the MP for Grantham and Stamford and was recently appointed to the Finance Select Committee. He was first elected in 2019 and before his political career, he worked at Columbia Threadneedle Investments, most recently as global head of responsible investment. In Parliament, Gareth has been very involved in debates on the future […]

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Challenging assumptions of what clients want

19 May 2021• Driving diversity • Virtual Event

Many barriers to diversity are based on assumptions of what clients want or need. We think that the Covid crisis provides the perfect opportunity to rethink what clients really want. The other side of this discussion is the fact that all financial services firms are effectively each other’s clients in some form. Can the industry […]

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Accelerating Black Inclusion research launch

22 April 2021• Driving diversity • Virtual Event

During this event we will discuss the findings of New Financial’s research, Accelerating Black Inclusion. The research aims to capture the experiences of Black people we are hearing right now with a particular focus on senior Black leaders across the UK finance sector. From these individual accounts, we will draw out themes to better understand […]

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‘Rethinking public equity markets – the view from the Long Term Stock Exchange’ with Michelle Greene, Chief policy officer, Long Term Stock Exchange

13 April 2021• Unlocking capital markets • Virtual Event

The Long Term Stock Exchange is trying to revolutionise public equity markets in the US by encouraging firms and investors to take a longer-term perspective. Last year it (finally) received SEC approval. This event is an opportunity to share what the LTSE is trying to achieve; the obstacles and challenges it faces; and the potential […]

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‘CMU and driving retail investment in Europe – the Dutch perspective’ with Jos Heuvelman, member of the Executive Board, Dutch Authority for the Financial Markets (AFM)

30 March 2021• Unlocking capital markets • Virtual Event

The Netherlands has the largest and deepest investor market in Europe and is leading the way in the EU’s efforts to boost retail participation across Europe – one of the key elements of the latest capital markets union action plan. This event will address the challenges of increasing retail investment from a policy, supervisory and […]

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Using diversity data to understand impacts of Covid

23 March 2021• Driving diversity • Virtual Event

In collaboration with the London Women’s Forum, New Financial will be hosting a discussion on how the financial services industry is using diversity data to better understand the impacts of Covid. This event includes a presentation from Yasmine Chinwala, Partner at New Financial and Q&A with Sarah McKenzie, Head of Consumer Strategy and Policy at […]

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HMT Treasury Women in Finance Charter Annual Review Launch

17 March 2021• Diversity • Virtual Event

In collaboration with HM Treasury, we will host a virtual event to launch the fourth Annual Review monitoring the progress of signatories to the HM Treasury Women in Finance Charter. In addition to presenting highlights of the Review, we will hear from HM Treasury and industry leaders.

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Productive investment

25 February 2021• Capital markets • Virtual Event

“Water, water, everywhere – nor any drop to drink’: The Rhyme of the Ancient Mariner During this event, we will discuss our upcoming paper on ‘Productive investment’. This short paper is the first in a series of papers and events around the theme of ‘rebooting capital markets’ in the UK in the wake of Brexit. […]

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A renewed focus on social mobility

23 February 2021• Driving diversity • Virtual Event

During this event we will introduce our forthcoming thought paper on why there is a renewed focus on social mobility (or rather the lack of social mobility) in financial services – including the changing stakeholder context, getting to grips with data, the need for a wider business case, and greater objectivity in people decisions – […]

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Roundtable with Lord Hill on the UK Listings Review

19 January 2021• Making a better case for capital markets • Virtual Event

New Financial is delighted to host a series of virtual roundtables with Lord Hill to discuss and feed into the UK Listings Review. Tuesday 19th January – The asset management/ investor perspective Wednesday 20th January – The investment bank/ broker perspective Topics for discussion will include: Exploring the different perspectives on how to unlock more […]

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Developing disability data

13 January 2021• Driving diversity • Virtual event

The pandemic has led to a rethink of diversity data across multiple areas – including disability. At this session we will discuss what more granular self-reporting around the breath of what might be included under the umbrella of “disability” might look like, in order to help organisations more accurately identify where more positive action may […]

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Beyond Brexit: the future of UK banking & finance’

25 November 2020• Brexit • Virtual Event

With less than two months to go until the UK officially leaves the transition period, this event will focus on the options ahead for the UK on the other side of Brexit. In our report we included a ‘playbook’ of 25 recommendations in four key areas on how the UK can respond to Brexit, including: […]

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Accelerating Black Inclusion in Financial Services – CEO roundtable

18 November 2020• Driving diversity • Virtual Event

The Covid pandemic and the tragic killing of George Floyd in the US have catapulted Black inclusion up the D&I agenda and companies are under increasing pressure to play their part. The financial services industry is no exception. At this session, we will discuss Black inclusion from the perspective of (largely white) senior leadership raising […]

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The Covid crisis, pay and bonuses – event series

10 November 2020• Rebuilding trust • Virtual Event

We think pay and bonuses for 2020 across the industry will be trickier than ever to calculate and could cause significant problems for the industry from a political and PR perspective. This event series involves three separate workshops that will focus on the HR perspective, the political perspective, and the PR & comms perspective. Our […]

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Diversity data – Developing a culture of self-reporting

3 November 2020• Driving diversity • Virtual Event

Recent events have renewed focus on gathering diversity data points that require self-reporting. We have heard repeatedly from members that a data refresh is a priority action point. At this event, we will hear from a couple of organisations (including Emma Holden, global head of HR at Schroders) that are in the throes of developing […]

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Bringing diversity and inclusion criteria into pay

22 October 2020• Diversity • Virtual Event

We know from our work as HM Treasury’s data partner on the Women in Finance Charter that linking diversity targets to pay is the most controversial and the most secretive of the four Charter principles. This session explores how financial services companies are bringing diversity and culture criteria into how staff get paid, and how […]

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Developments in Banking and Capital markets union – a perspective from the German Council presidency Dr Jörg Kukies

14 October 2020 • Virtual Event • Dr Jörg Kukies

New Financial is delighted to host guest speaker Dr Jörg Kukies, State Secretary in the German Finance Ministry, to discuss ‘Developments in Banking and Capital markets union – a perspective from the German Council presidency’. Dr Kukies is responsible for financial markets policy and European policy at the Federal Ministry of Finance – and Germany […]

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Driving growth: how EU capital markets can support a post-Covid recovery with Nicolas Véron

30 September 2020• Capital markets • Virtual Event

We’re delighted to be joined by Nicolas Véron, visiting fellow at Bruegel and a senior fellow at the Peterson Institute for International Economics in Washington to discuss our latest report. Nicolas is extraordinarily-well plugged in to both EU and US policy circles and will be sharing his unique insights and perspective on all things capital […]

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Covid and D&I – Time for radical action

17 September 2020• Driving diversity • Virtual event

At this event in collaboration with Refinitiv, we will launch our latest research looking at how the Covid crisis is catalysing a step change in diversity and inclusion across the financial services industry. We will present the highlights of our findings, followed by a high-level panel discussion with: David Craig, CEO, Refinitiv Birgit Neu, Global […]

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HM Treasury Women in Finance Charter – Annual Review launch event

23 June 2020• Diversity

HM Treasury in collaboration with New Financial present the launch event of the third Annual Review of the HM Treasury Women in Finance Charter, hosted by the City of London Corporation. This is an opportunity to gain insight into the progress of Charter signatories, celebrate successes, discuss best practice around the principles of the Charter, […]

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The future of EU capital markets post-Brexit with Elisabeth Roegele

18 June 2020• Brexit • Virtual event

For all the focus on coronavirus in the past few months, Brexit has not – of course – gone away. As things stand the UK financial services industry is hurtling towards leaving the transition period at the end of this year with a pretty thin deal. Some of the topics we are likely to discuss during our […]

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Event series: Covid & capital markets

May 2020• Capital markets • Virtual event

How the industry responds to the Covid crisis and how it behaves in the next few weeks and months will define its relationship with government and society for the next decade. *But* it will be vital in the coming months that the industry demonstrates a clear sense of purpose and avoids the mistakes and behaviours that […]

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A perspective from China – The impact of Covid on the D&I agenda with Terecina Kwong and Marina Tong, HSBC Bank China

12 May 2020• Driving diversity • Virtual event

Guest speakers Terecina KWONG, Chief Operating Officer, and Marina Tong, Head of Operations, at HSBC China will share their experience of the Covid crisis from the front line of the bank’s D&I response in China. We will discuss the challenges they have faced and overcome (and are still in the middle of) as well as […]

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