Asset Management 2.0

12:00PM Registration and Lunch

1:00PM Chair's Opening Remarks

Confirmed Speaker:

Matthew Griffin, CEO, 311 Institute

1:10PM The Challenger’s Opening Address

• The Digital Revolution? Why the technology giants are a realistic threat to investment management in its current state.

Confirmed Speaker:

Delaney Granizo-Mackenzie, Director, Quantopian

1:25PM Demographics and the changing client base: An examination of how the existing and potential client base for asset managers is changing?

• What is the changing shape of the market by wealth and geography?
• Moving from pre-millennials to millennials to centennials – Understanding the shifting trust paradigm from finance to technology companies?
• Building a digital strategy to meet the requirements of client proximity through a simple and transparent product offering.

Confirmed Speakers:

Charles McCready, Director, TISA

Tony Stenning, Managing Director – Head of UK Retail, Blackrock

Goncalo de Vasconcelos, CEO & Co-Founder, Syndicate Room

2:10PM The rise of RegTech: Tackling the spiralling costs and technical debt brought on by increased regulation.

• What is the scale of the challenge that the investment management community faces in meeting new regulatory and compliance regulations?
• How can technology be used to not only meet regulations but also reduce costs and improve efficiencies across the investment management business model?
• Is it best to introduce a piecemeal strategy to RegTech or does a cross-business integrated solution provide the most efficient and cost effective approach?

Confirmed Speakers:

Kevin Barry, Head of Investment IT & Change, Henderson Global Investors

Philip Warland, Senior Public Policy Adviser, Fidelity International

Alfred Schorno, Global Head of Sales, 360T Group

2:55PM Refreshment Break and Networking

3:15PM Improving portfolio construction and optimisation with Big Data and AI: Stealing a march through the aggregation and analysis of structured and unstructured data.

• How much data is out there, how do we collect it and how can we analyse it?
• Optimising portfolio and risk management strategies with the new age of unstructured data analytics and AI
• Can you create an integrated big data and AI solution across all aspects of the business rather than cherry picking individual solutions? Which is the better option?

Confirmed Speakers:

Dr. Peter Sarlin, Research Director & Founding Member, Almax Analytics

Jeremy Sosabowski, Co-Founder, Algodynamix

Benjamin Kelly, Behavioural Finance/Decision Making Specialist

Chirag Patel, Managing Director, Head of Research & Advisory EMEA, State Street Global Exchange

4:15PM 60 Minute FINTECH Circle Innovate Showcase

The FinTech Showcase will allow delegates to experience the high speed and intensity of the FinTech and WealthTECH world while also getting to grips with some of the technology offerings out there.

WealthTECH companies will have 10 minutes to pitch their products and answer questions from the audience.

• 16:15 - 16:30   How to assess FinTech Firms
• 16:30 - 16:45   NETZ
• 16:45 - 17:00   MyFutureNow
• 17:00 - 17:15   ClearMacro

Confirmed Speakers:

Susanne Chishti, Chief Executive Officer & Founder, FINTECH Circle (Moderator)

Frank Bertele, Chief Executive Officer, NETZ

Alan Browne, Chief Executive Officer, MyFutureNow

Mike Simcock, Chief Executive Officer, ClearMacro

5:15PM Chair’s Closing Remarks

5:30PM Cocktail Reception

8:30AM Registration and Refreshments

9:15AM Chair’s Opening Remarks

9:30AM Keynote Panel: How do you engage with the FinTech world and devise a progressive digital strategy that will survive the test of time?

• Can and should AMs look to emulate a ‘Venture Capital-esque’ approach through investments and acquisitions in FinTech start-ups?
• Is it best to engage with other players in mutually beneficial digital development programmes that stand the test of time and allow for increased interoperability for all players in the space?
• Is it short-sighted to pursue commoditised solution packages over the development and recruitment of in-house talent?

Confirmed Speakers:

Nick Vagra, Deputy Chief Operating Officer, UBS Asset Management

Justin Chapman, SVP Global Head Market Advocacy & Innovation Research, Northern Trust

Furio Pietribiasi, Managing Director, Mediolanum Asset Management

Kai Bald, Chief Digital Officer, Deutsche Asset Management

10:15AM Distributed Ledger/Blockchain as an opportunity for asset managers: Practical steps you need to make inside and outside your firm.

• What impact will trading blockchain enabled digital assets have on traditional processes?
• How will blockchain impact data management?
• The governance and legal implications of a migration to distributed ledger trading and data management.

Confirmed Speakers:

Igor Lobanov, Head of Systems Architecture, Legal & General Investment Management

Sergey Ivliev, Co-Founder, Lykke Corp.

Simon Taylor, Co-Founder & Blockchain Director, 11:FS

11:00AM Refreshment Break and Networking

11:45AM The technology arms race: How do asset managers build a secure and future-proof cybersecurity strategy?

• Identifying the key threats and vulnerabilities in order to protect the most valuable and susceptible business assets.
• The issues with simply relying on a secure outer wall: What does a 21^st century protective and detective solution look like?
• Outsourcing security capabilities or building a strong in-house team

Confirmed Speakers:

James Merrick, VP Operations, Digital Shadows

Edward Catton, Chief Risk Officer, Liontrust Asset Management

12:30PM Gaining actionable insights from data using behavioural science

• How can behavioural biases be monitored and corrected using data insights?
• What are the benefits of using behavioural science in ensuring regulatory compliance?
• How can a smooth collaboration and better decision making between back-office and front-office be ensured?

Confirmed speaker:
Wendy Jephson, Co-founder and Chief Behavioural Scientist, Sybenetix

1:00PM Lunch

2:15PM What are the millennial demands for data flows, continuous updates and interactivity? Delivering the ‘at your finger-tips information service’ required by the next generation of investor.

• Do the data requirements of investors vary by age group, wealth class or geography? Is a multi-faceted approach warranted?
• Can a best execution focused data aggregating solution be integrated with a client information service to allow investors to track the movement and performance of their assets?
• Client-centric design, functionality and engagement: How do you implement a solution that stands out from the crowd in order to regain, maintain and grow market share.

Confirmed Speakers:

Charles Pardue, CEO, Prophis Technologies

Nuala Walsh, Global Head of Marketing and Client Relations, Standard Life Investments

Allan Benassi, Global Lead Architect, Aegon Investment Management

3:00PM Refreshment Break and Networking

3:30PM Does the rise of roboadvisory provide the solution or the challenge in the face of increased cost justification pressures and changing demographics?

• What is roboadvisory, how effective is it and how effective will next generation services be?
• Do the new players view the incumbents as ‘friend’ or ‘foe’?
• Is this a golden opportunity for AMs to create a hybrid business model which will reduce costs and grow client base?

Confirmed Speakers:

Stephen Wall, Senior Analyst, Aite Group

Alan Miller, CIO & Co-Founder, SCM Direct

Bharat Bhushan, Industry Technical Leader, Banking & Financial Markets, IBM

Nick Blake, Head of European Marketing & Policy, Vanguard Asset Management

Paolo Savini Nicci, Chief Financial Officer, MoneyFarm

4:15PM Man vs. Machine Debate: Can investment software truly outperform old fashioned skill, experience and a bit of gut instinct?

Following the panel discussion, this debate will see the modern tech advocates pitted against those who maintain technology can only take us so far.

Confirmed Speaker:

Chris Withers, Head of Financial Services, Europe, IBM Watson Group

Tom Doris, CEO, OTAS Technologies

Guillaume Vidal, CEO, Walnut Algorithms

David Stubbs, Global Macro Strategist, J.P. Morgan Asset Management (Moderator)

5:15PM Chair’s closing remarks

5:30PM Conference close