CAIA Association x Thinking Ahead Institute

Thursday 10 September 2026 | 17:30 – 20.30 PM BST | In-person event at WTW Offices

Join the Thinking Ahead Institute and CAIA Association for a live discussion on ‘The Investment Industry for tomorrow’.

We will explore how prevailing investment models and practices were shaped for a more stable, linear, and mechanical world, why the industry needs new system lenses, and what it means to expand the mandate in practice.

Also drawing on our fresh Thinking Ahead Global Asset Manager Peer Study 2026, the session will unpack key insights on organisational effectiveness, systems thinking and systemic risk, evolving capabilities, and bring together asset owners and managers to discuss how and whether the industry can adapt as long-term outcomes become increasingly shaped by the health and resilience of the broader system.

Event playlist

Explore our research to get ahead of the conversation:

Agenda

17:30 Registration & refreshments
18:00 Welcome remarks – Marisa Hall, Head of Thinking Ahead
18:05 Presentation of ‘The State of the Industry’ survey (10 min) – Roger Urwin (Thinking Ahead Institute)
18:15 Presentation of “An expanding mandate” report findings (15 min) – Andrea Caloisi (Thinking Ahead Institute), Steve Novakovic (CAIA Association)
18:30 Panel discussion (45 minutes)
19:15 Q&A
19:25 Closing remarks – Roger Urwin, Co-founder of Thinking Ahead Institute
19:30 Networking, drinks & canapés

Speakers (more confirmed soon)

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CAIA Association x Thinking Ahead Institute

Event playlist

Global Asset Manager Peer Study 2026

An expanding mandate: A systems-level framework for asset management

Q&A: Inside our “An expanding mandate” paper

Agenda

Speakers (more confirmed soon)

Roger Urwin

Andrea Caloisi

Steve Novakovic