Martin Vogel, Waystone

Martin Vogel Martin Vogel is Chief Executive Officer Europe at Waystone and is a Board Member of the Waystone Holding Company following the merger of MontLake, MDO and DMS to create the leading global management company and governance firm. Prior to the merger, Martin was the Chief Executive Officer of MDO Management Company.  As well as being active in all aspects of the business, Martin provided MDO’s clients with advice on product structuring, cross-border distribution strategy and product development. Martin is a Swiss attorney-at-law and an alumni of IMD and INSEAD.  In 1996, after having worked as a lawyer specialising in banking and finance law, he joined Bank Julius Baer & Co. Ltd., where his final role was Managing Director and Member of the Executive Management Committee of Julius Baer Asset Management in Zurich.  After leaving the Julius Baer Group in 2008 to pursue his own professional career he took on the role of CEO at MDO Management Company.  Under his leadership, MDO Management Company developed into one of Luxembourg’s leading independent third party management companies which then merged in June 2020 with MontLake and DMS. Martin Vogel is active in fund associations, advises asset managers on the third party management company landscape and is a regular speaker at international fund conferences.

 

Agenda

09.40 - 10.00

News from Asia and the US

A discussion with the conference partners, NICSA and HKIFA, on the recent developments in their respective fund industries


10.00 - 10.30

Distribution trends: aviation as a reference industry

Lessons to learn from air travel industry – fundamental changes in distribution channels, direct distribution, generational shift, innovative pricing etc.

GDS, AEA and IATA are acronyms that the fund industry might not be too familiar with, however they belong to an industry that also underwent profound changes over the past decade. Changes in the global distribution systems impacted not only travelers and intermediaries, but most of all the airlines directly. Prestigious brands disappeared and made room for low cost airlines, airline mergers and alliances. Are there lessons to be learned by the fund industry?


11.00 - 11.40

Data: distribution intel - data is big, intelligence will be augmented

An examination of how data contributes to distribution. If investment decisions are based on data, for sure distribution decisions must be. In fact, as data itself is becoming an asset class, is the asset manager becoming a data manager?


11.40 - 12.20

Integration of sustainability factors in fund distribution rules

In the context of the EU Action plan on Sustainable Finance, the integration of sustainability risks and factors in MiFID II is envisaged via the introduction of mandatory assessments of client ESG preferences. How to match these subsequently with the right financial products? AIFMD and UCITS regulations will see similar developments. In practice, how will this affect distributors?


14.30 - 15.00

Young perspectives

Talk to millennials, not about them – thoughts about money and financial planning, the need for a fund shopping app etc. – what is it the young clients want?


16.00 - 16.40

Distributors take centre stage

Do investors feel they get value for money? What sells and what doesn’t? Regulation, pricing, digitalisation, investor education… what really influences fund sales?


16.40 - 17.10

Everything you always wanted to know about distribution (but were afraid to ask)

Ad-hoc session: expertise upon request

  • Diana Mackay

    Diana Mackay Managing Director, Global Distribution Solutions Broadridge Financial Solutions