Frederik Gregaard, PwC

Frederik Gregaard Frederik Gregaard leads PwC’s Digital Accelerator and has more than a decade experience in Banking, Wealth Management & Asset Management. He is a certified currency trader and digital asset management expert. He advises Regulators, Banks and Asset Managers on how digital business models will impact their sector and how technology such as Blockchain, DLT, Big Data and AI will affect their businesses in the short and medium term. Frederik is a mentor and driver in the F10 Fintech incubator and mentor in the Fusion Accelerator. He has worked with a larger number of Fintech companies in Switzerland and abroad predominantly covering DLT, Robo Advisors, Asset Allocation and KYC automatization, has built operational and trading infrastructure for more than 100 Asset Managers and been a part of implementing and advising on crypto currencies for Swiss banks. Frederik is passionate about how technology enables new business models, bringing trust back into banking and trail running.
09.15 - 09.35

Transformational technology

Keynote speech on fintech for distribution


09.35 - 10.15

Fintech solutions for AML

AML is a challenge for distributors of investment funds and fintech offers solutions to ensure compliance with applicable regulation, in particular client identification requirements.

  • What are the technologies that offer the most potential in this regard and how will they change the industry?
  • What are the existing obstacles to their implementation?

10.45 - 11.25

Distribution support: the plan and the reality

What improvements to the distribution processes are expected from recent regulatory and technological changes? How do they compare to the realities on the ground and how is the role of the asset manager evolving in this context?

  • MiFID II and PRIIPS: first stock-taking
  • Advice and/or robo-advice: is technology changing business models?
  • The digital evolution of fund distribution business

 


11.25 - 12.15

Does sustainability help you sell?

According to the EU Commission’s recent proposals, client’s sustainability preferences need to be taken into account when offering a product. Consequently, the matching product needs to be identified and available. How to go about this? Is a “green” or “social” product making things easier?

Panellists debate these (provocative) questions


14.30 - 15.30

Future products and the future of products

Technology, energy, bitcoins… the target investments of funds are more and more diversified. Asset managers are led towards funding not only the real economy, but also the needs of society as a whole. New generations of investors have new expectations.
But looking beyond asset classes, asset managers are reviewing other features of the products: the risk/reward balance, the active/passive management style, the pricing and fees, etc…
Altogether, how much innovation is going on … and required?