Julie Patterson, KPMG

Julie Patterson Julie has specialised in the asset management and funds sector for nearly 20 years.  She produces thought leadership and knowledge-based analysis of regulatory proposals and of the evolving political and regulatory context.  She is also global lead on Brexit for the sector. She previously worked for 15 years at the UK’s Investment Association, covering a wide range of issues, including all aspects of investment funds – product regulation, distribution, fund administration, financial reporting, tax and legal. She has extensive knowledge of EU regulation and of national fund and distribution structures.  She chairs EFAMA’s Distribution & Client Disclosures Standing Committee.

Roundtable discussion


11.00-11.15

Challenges and opportunities for the continued success story of EU funds

An international perspective on UCITS by ICI Global


11.15-12.00

Fintech for Distribution - exploring a challenging lansdcape for funds

Robo-advisers, exchange traded funds, direct to consumer models-the distribution landscape is changing. Just as the music and publishing industries were disrupted by a digital revolution, so is the funds business undergoing a technological shift, we all know that by now…but how far are we really in this shift?
Can we truly predict the ‘digital’ future of global fund distribution?

Setting the scene with Digital Disruption in Asset Management, learning from Skype’s approach, followed by a debate with leading distribution disrupters

 


14.10-14.30

The existential crisis of Distribution: what will regulation make of distributors in the not so distant future?

There are many topics on distributors’ minds these days, costs & charges, target markets, MiFID II and the list goes on. Yesterday’s distributor will be very different by 2018.

A presentation on the key regulatory impacts to the distributors’ business model.

  • Julie Patterson

    Julie Patterson Head of Asset Management Regulatory Change, Risk & Regulatory Insight Centre, EMA KPMG


14.30-15.30

Distribution perspective between the Giants and the Gems

Distribution perspective between the Giants and the Gems – Distribution is not a winner takes all game

  • Does scale matter? Does brand recognition matter?
  • Is it really easier cutting distribution deals if you are a giant of the industry? Are (smaller) boutiques getting a raw deal from distributors?
  • What difference does this make to the end investor simply seeking the best funds?

16.15-17.00

The Yang: Innovation in distribution

A roundtable discussion to assess the new frontiers of distribution with Distribution Innovators

  • Direct-to-consumer or stick with intermediaries – which way will asset managers swing?
  • Is regulation closing or opening distribution architecture?
  • Distribution digitalisation: will robo-advisers be the dominant distributors of the future?