After spending six years as a lecturer at the Universities of Oxford and Exeter, Dan moved into financial services via the FSA where he occupied a number of roles across complaints, financial promotions, retail themes and Treating Customers Fairly ("TCF"). He then moved to Barclays Global Investors as Europe Head of Regulatory Policy and Training and later took additional responsibility as Europe Head of iShares Compliance. After a short spell as Europe Head of Regulatory Policy at Macquarie Group he joined Fidelity Worldwide Investment in September 2010. Dan maintains academic interest across a range of subjects including regulatory and financial policy.
|09.40 - 10.00||
Value assessments - a known unknown?
What are value assessments? Are value assessments coming to Luxembourg and why? What might be the implications and consequences?
|10.00 - 10.30||
Product innovation: new kids on the block
Product evolution with the investor in mind: what will “products of the future” look like? Why are they needed?
|11.05 - 11.50||
ESG: How to really add value for investors
A practitioner’s view, a practical case and a country’s vision for the future
|11.50 - 12.25||
"Dear CEO, ..."
An insight into the current thinking of CEOs in these transformative times.
|14.30 - 15.15||
Listen to the investor (part I): institutional investors
Perspectives from pension funds, insurers and private banking: what do various types of institutional investor need from the asset manager? How are those needs changing? Can Luxembourg be the domicile of choice for the PEPP?
|15.45 - 16.30||
Listen to the investor (part II): retail investors
Does the asset manager really serve the retail investor, or is it merely a provider of raw materials for the evolving advice and distribution channels? We adopt three personae: the millennial, the middle-aged household head, and the retiree, and seek solutions for their needs and outcomes from three channels: the asset manager, a retail bank, and a new platform proposition. Which one offers the best solution for our personae?
|16.30 - 17.10||
Investor education: let's get serious
Saving and investment explained, simplified and demystified: two approaches to encouraging the many people without savings/investment plans to get started.