23-25 JUNE 2025
MONTE CARLO | MONACO
IMpower
Incorporating Fund Forum
We help over $50 trillion in assets work harder.
MANAGING IT. MOVING IT. KEEPING IT SAFE.
BNY brings together experts and technology to provide complete solutions that support clients through the financial lifecycle. For more than 240 years, BNY has been innovating to help clients uncover new opportunities while remaining resilient through change.
No matter what the future brings, we’ll be ready, and we’ll be working.
HEAR FROM BNY AT IMPOWER
Jose Minaya
Global Head of Investments & Wealth, BNY Investments and Wealth
Leaders Stage | 12:30 - 12:45
Global CEO fire-side chat: Accelerating trends in asset management impacting client portfolios
The rise of private markets, AI/digital assets and the need for firms to offer a different kind of client solution
Interviewed by Yuri Bender, Editor-in-Chief, FT
BNY Speaker: Jose Minaya, Global Head of Investments & Wealth, BNY Investments and Wealth
Christine Waldron
Global Head of Fund Services, Asset Servicing
Leaders Stage | 09:45 - 10:25
Whom to partner and why in private markets for private wealth? How to unlock growth across different private wealth segments
BNY Moderator: Christine Waldron, Global Head of Fund Services, Asset Servicing
How are top pure-play GPs or traditional asset managers building private markets capability as well as specialist distribution platforms educating private bank LPs around different solutions and advantages for different market segments.
As private wealth distribution partners and asset managers expand their private markets offerings, educating stakeholders has become essential for growth. How are leading GPs ensuring their value proposition is clearly understood? What strategies are firms using to train private wealth professionals on private markets? How can better education drive stronger investor confidence and adoption?
Additional Panelists:
• Markus Egloff, Managing Director, Global Wealth Solutions, EMEA, KKR
• George Szemere, Head of Alternatives EMEA Wealth Management, Franklin Templeton
• Ros Price, Head of Private Wealth, EMEA, Blue Owl
• Tom Slocock, Managing Director, Head of International Product Development & Structuring, iCapital
INSIGHTS
MEGATRENDS
IN FOCUS
While changes to the political and macro climate are sparking opportunities for growth, several megatrends are influencing how market participants can realize that growth.
In today’s uncertain environment, we think investors may need a new playbook. An allocation to alternatives may provide the opportunity for greater diversification with access to emerging return streams.
Discover views from our experts on key market events from the first half of the year and their outlook for the second half of 2025.
Explore how alternative investment managers are navigating growth, adapting operating models, and meeting investor expectations in 2025 and beyond.
Learn how a human-centric approach to AI empowers financial services with insights, productivity, and client-focused innovations, transforming the future of the industry.
With U.S. Treasury market changes afoot and effective liquidity management more essential than ever, BNY outlines how market participants can leverage these changes to better position themselves for growth.
Explore how credit managers can optimize private credit and CLO operations through data, automation, and technology to drive growth and meet rising demand.
BNY AT A GLANCE
$55.8T
Assets under custody and/or administration (1)
$2.1T
Assets under management (2)
100+
We deliver informed investment management and investment services in 35 countries
1. As of June 30, 2025. Includes the AUC/A of CIBC Mellon Company, a joint venture with the Canadian Imperial Bank of Commerce, of $1.9 trillion at March 31, 2025. Information is preliminary.
2. Represents assets managed by BNY Investments and BNY Wealth as of March 31, 2025..
BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. This material does not constitute a recommendation by BNY of any kind. The information herein is not intended to provide tax, legal, investment, accounting, financial or other professional advice on any matter, and should not be used or relied upon as such. The views expressed within this material are those of the contributors and not necessarily those of BNY. BNY has not independently verified the information contained in this material and makes no representation as to the accuracy, completeness, timeliness, merchantability or fitness for a specific purpose of the information provided in this material. BNY assumes no direct or consequential liability for any errors in or reliance upon this material.
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©2025 The Bank of New York Mellon. All rights reserved. Member FDIC. As of June 30, 2025, BNY oversees $55.8 trillion in assets under custody and/or administration and $2.1 trillion in assets under management.