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.
This in person workshop will focus on the value of retail participation in public equity markets, why it matters, and how the industry and government can leverage different aspects of technology to increase it. The discussion will directly inform a report that we are producing in partnership with Euroclear and PrimaryBid. This will be a […]
This in-person roundtable will focus on the FCA’s priorities and next steps surrounding their discussion paper, focussed on updating and improving the UK regime for asset management. Camille and Nike Trost, head of asset management and pension policy at the FCA, will share more about the work they are currently doing on the paper and […]
The Investment Research Review was announced by the Chancellor on 9 December 2022 as part of the Edinburgh Reforms to drive growth and competitiveness in the financial services sector. This in-person discussion will be an opportunity to ask questions and put forward your perspectives on the review. The event will focus on: • How does […]
An in-person workshop hosted by New Financial, in partnership with the City of London Corporation, to discuss the future of the UK as a competitive marketplace. As part of the Corporation’s ‘Finance for Growth’ project, this in-person event will provide an opportunity to discuss and feed directly into the project’s four key themes with a […]
Linking diversity, equity and inclusion to pay positions DEI like any other strategic objective, with a clear link to business scorecards and an expectation that senior leaders will deliver. Data from the HM Treasury Women in Finance Charter Annual shows that every year, signatories are getting more granular and building confidence in implementing the link […]
An opportunity for members and contacts to meet, chat and network over drinks and nibbles, hosted in our new event space on Duchess Street – and also for us (the New Financial team) to say thank you for the support and contributions to our diversity research and events programme.
A roundtable discussion with Toby Nangle, focussing on his newly launched initiative, ‘Principals with principles’, which puts forward the business case for asset managers to change their approach to managing money for authoritarian states with terrible human rights records. Toby is the former global head of asset allocation at Columbia Threadneedle Investments and has worked […]
In collaboration with HM Treasury, the launch of the sixth Annual Review of the HM Treasury Women in Finance Charter will be an opportunity to gain insight into the progress of Charter signatories, celebrate successes and improve your understanding of best practice around the principles of the Charter. Please see below for RSVP information. In […]
More than three years after the UK signed the EU withdrawal agreement, the EU and UK have finally agreed a deal on Northern Ireland. The ‘Windsor Framework’ potentially removes a significant barrier to future cooperation and could herald a political and diplomatic reset. This virtual workshop is an opportunity to discuss what impact this may […]
An introduction to our thought paper on where the financial services industry is at when it comes to the oft-neglected diversity strand of disability, including changing stakeholder pressures, evolving definitions of disability, de-prioritisation of data, and shifting to a broader discussion than representation. We will hear from and discuss how a range of financial services […]
Our upcoming paper frames the current challenges to transition finance and provides recommendations for how to engage with hard-to-abate energy companies. A major finding of our report is that while the energy sector is progressing along when it comes to green and transition finance, the most carbon-intensive parts of the sector – and the largest […]
Verena will discuss some of ESMA’s key priorities for the year ahead, including: • The development of EU capital markets and CMU • Widening retail participation and protecting investors • ESG and sustainability • Post-Brexit supervisory cooperation and divergence • Digitisation, data, and technology About Verena Ross: Verena has been Chair of ESMA since November […]
A webinar discussing the big DEI themes ahead, as well as issues that are lurking on the horizon, to help DEI leads and those from across the business with an interest in or accountability for DEI to plan and prioritise.
The focus of this event will be to discuss key themes in capital markets policy and regulation in the year ahead and where your company priorities lie. It will also be an opportunity to meet and hear from your peers and share ideas on our upcoming research and events programme around our core themes: • […]
We are delighted to welcome Petra Hielkema, chair of EIOPA, the European insurance and pensions supervisor as our guest speaker to discuss some EIOPA’s key priorities for the year ahead, including: • The development of pensions and long-term capital in the EU • Closing the protection gap • Sustainability and climate change • Liquidity and […]
As the year draws to a close, this informal in person meeting is an opportunity to talk about what’s on the D&I mind and to hear from D&I peers from across the financial services industry, while enjoying a freshly prepared traditional high tea. The discussion will be held under the Chatham House rule to allow […]
Given current political events and the new government’s sense of urgency in reforming banking, finance, and markets in the UK, this workshop event for senior PR and comms professionals, will be an opportunity for the industry to discuss how to make a better case for value of what it does.
An informal discussion inviting attendees to share their experiences of setting up and running reverse mentoring initiatives in their organisations, and to hear from their peers. We plan to cover the context and positioning of the mentoring initiative, equipping both mentors and mentees to get the most out of the relationship, and measuring impact. The […]
The starting point for the discussion with guest speaker Dr Florian Toncar, Parliamentary State Secretary at the German Federal Ministry of Finance will be the Aktienrente (or ‘share pension’). The important proposed reforms to the German pensions system. No doubt we will also discuss the German perspective on CMU, sustainable finance, and German and EU capital […]
A small and informal policy workshop to discuss the findings in our paper on ‘A reality check on Big Bang 2.0.’ The paper frames what we expect to be some of the main announcements in the government’s reform plans for banking and finance in the political context of the last few weeks. We’re hosting two virtual […]
Sarah Pritchard, executive director of markets joined the FCA last year from the National Economic Crime Centre and is co-head of the combined Supervision, Policy and Competition division. This private dinner will be an an opportunity to discuss with Sarah, the FCA’s key priorities in the coming year and its busy to do list. The […]
An event to discuss diversity data as a tool for investment decision-making, the fourth topic in our research series to build a Diversity Toolkit for Investors. The Toolkit project is a collaboration with the 30% Club Investor Group and sponsored by Columbia Threadneedle Investments, London Stock Exchange Group and S&P Global. This fourth event in […]
We are delighted to be hosting Edouard Fernandez-Bollo from the ECB, as our guest speaker to discuss European banking supervision. We expect participants to be a combination of government officials and policymakers from across Europe, and senior executives and policy specialists from across the industry.
This event, ‘‘The politics of EU capital markets’ marks the launch of our annual benchmarking report on the size, depth and growth potential of EU capital markets. We are delighted to be hosting guest speakers: Alexandra Jour-Schroeder, Deputy director general, DG FISMA Sébastien Raspiller, Assistant secretary for the financial sector, French Treasury Brita Hammar, Deputy […]
The second in our diversity data case study series, this event focuses on socio-economic background data. As discussed in our 2021 paper A Renewed Focus on Social Mobility, measuring the socio-economic background of employees and potential recruits is the exception rather than the rule for financial services firms. Only 27 of 209 HM Treasury Women […]
Hosted in collaboration with HM Treasury, this webinar provides the opportunity to raise queries on the annual update submission process for the Women in Finance Charter.
In three short months UK Black History Month will begin, and many organisations will run events and initiatives to highlight Black history, arts and culture, and showcase Black excellence. But there is also an opportunity to leverage Black History Month to contribute to strategic diversity, equity and inclusion aims – for example, bringing leadership into […]
The Corporate view on diversity and inclusion, is the third topic in our research series to build a Diversity Toolkit for Investors. The Toolkit project is a collaboration with the 30% Club Investor Group and sponsored by Columbia Threadneedle Investments, London Stock Exchange Group and S&P Global. At this event we will discuss what corporate reporting […]
An event to discuss our report: ‘A reality check on green finance’. The report drills down behind the headline numbers to analyse the growth in green finance in Europe, the sources and different types of green finance, and highlights some of the challenges ahead. We will present the headline findings from the report and discuss […]
At this private event, Marcel Haag, director of horizontal policies at DG FISMA will discuss the future of EU capital markets. In his role, Marcel oversees a range of initiatives that cut across all aspects of capital markets, including: capital markets union, sustainable finance, retail financial services, digital finance and technological innovation. The discussion will be […]