Leading Edge Conference

Agenda

Agenda Download Latest Agenda

08.00 - 08.45		Registration and breakfast

08.45 - 08.55		Welcome and introduction François Drazdik Senior Industry Affairs Adviser ALFI Nasir Zubairi CEO Luxembourg House of Fintech (LHoFT)

08.55 - 09.25		Chairpersons’ introduction and setting the scene What is the relevance of the traditional TA as technology replaces legacy mechanics? Background of TA evolution over last years and panorama of all key initiatives (new technology in TA and distribution operations) TA and Distribution Operations Forum and LHoFT – key common focus areas Results of the survey key themes from TA and distribution operations Emilie Allaert Head of Operations and Projects Luxembourg House of Fintech (LHoFT) Rafal Kwasny Vice President, EMEA TA Head Franklin Templeton International Services

09.25 - 10.10		New technologies and regulations: how to make them live together GDPR and blockchain – can investor registers be held in blockchain? Situation post MiFID II – Does MiFID II support adoption of new technologies aimed at cost decrease and more client-friendly operating models? Social media for fund distribution Cloud regulation Moderator Gary Cywie Counsel Elvinger Hoss Prussen Panellists David Hagen Head of IT Supervision and Support PFS Commission de Surveillance du Secteur Financier, (CSSF) Hermann Beythan Partner Linklaters LLP Giuseppe Malinverni Global Product Manager BNP Paribas Securities Services

10.10 - 10.40		Refreshment break

10.40 - 11.10		Sample cases: Fintech “5x5” – Solutions for TA and distribution operations 5 individual 5-minute presentations of fintech companies Audience poll to rank the fintechs and the impact of their solutions on fund distribution Don’t miss out the pitch of the following fintech companies: Logic Value (Spain) Neterium (Belgium) Greenwich Dealing (Swiss) GFA (Luxembourg) Boardmaps (USA) Animators Eduardo Gramuglia Senior Vice President State Street Bank Luxembourg S.C.A. Alex Panican Head of Partnerships and Ecosystem Luxembourg House of Fintech (LHoFT)

11.10 - 11.55		Blockchain in fund distribution: What is the promise? Overview of existing initiatives What are the use cases that industry players are working on? What is the potential of such technology and its benefits? A revolution or an evolution? What are the obstacles: regulatory, adoption, financing? Moderator Julien Ganter Partner KPMG Panellists Sylvie Baijot Deputy CEO BNP Paribas Asset Management Olivier Portenseigne Managing Director and Chief Commercial Officer Fundsquare S.A. Laurent Marochini Head of Innovation - Process Improvement Société Générale Securities Services

11.55 - 12.05		Chairpersons’ wrap-up Emilie Allaert Head of Operations and Projects Luxembourg House of Fintech (LHoFT) Rafal Kwasny Vice President, EMEA TA Head Franklin Templeton International Services

12.05 - 13.30		Networking buffet lunch

13.30 - 13.35		Chairperson’s introduction Hugo Larguinho Brás Director, PwC & co-Chairman ALFI TA & Distribution Operations Forum and Steering Committee PwC

13.35 - 14.05		Keynote speech: Between hype and reality – What AI can and cannot (yet) do for banking and finance? Martin Moeller Digital Transformation Principal for Banking & Finance Microsoft

14.05 - 14.55		Parallel workshops

		Workshop I: Innovation in AML/KYC Can new technologies transform AML/KYC approaches and drive efficiency? What can we learn from other industries (i.e. online bank account opening or car rental identity checks vs fund account opening)? Moderator Jean-Philippe Houard Head of Luxembourg Transfer Agency BNY Mellon Panellists Jeremy Antkowiak CEO Algoreg Jed Grant CEO Peer Mountain Keith Hale FinTech Investor, NED and Advisor Denis Kiselev Founder & CEO SnapSwap International S.A. Philippe Lassine Founder & CEO Customer Due Diligence Solutions (CDDS)

		Workshop II: Innovation in TA processing and distribution Distribution support as an added-value service offered by TAs (market intelligence, “reg tech”, investor reporting etc.) Self-servicing tools and the move from B2B to D2C and robo-advice Evolution of TA and fund platforms Impact of fintech and operational efficiency: Blockchain Artificial intelligence RPA New value-added services Moderator Annick Elias Partner, Advisory & Consulting Deloitte, Luxembourg Panellists Sandy Edmond Vice President, International Transfer Agency Customer Operations Franklin Templeton Investments Arnaud Misset Chief Digital Officer CACEIS Oliver Lagerström co-CEO MFEX Mutual Funds Exchange Sarbjit Panesar Global Head of Business Development, Asset Managers Société Générale Securities Services Jonathan Willis Chief Industry Officer Calastone

15.00 - 15.45		Workshops are repeated

15.45 - 16.15		Refreshment break

16.15 - 17.15		Wrap-up panel: What are TA and distribution operations going to look like in 5 to 10 years’ time? Key drivers of the TA and distribution operations anticipated transformation at mid and long term Moderator Hugo Larguinho Brás Director, PwC & co-Chairman ALFI TA & Distribution Operations Forum and Steering Committee PwC Panellists Jean-Benoît Naudin Managing Director International Financial Data Services Luxembourg S.A. (IFDS) Bernard Tancré Executive Director, Investment Funds Services Clearstream Banking Serge Weyland CEO, co-Chair ALFI Digital/Fintech Forum Edmond de Rothschild Asset Management

17.15 - 17.30		Closing remarks Hugo Larguinho Brás Director, PwC & co-Chairman ALFI TA & Distribution Operations Forum and Steering Committee PwC

Leading Edge Conference

Technology: how to use the accelerating advances in Fund TA & Distribution Operations

Agenda

Registration and breakfast

Welcome and introduction

Chairpersons’ introduction and setting the scene

New technologies and regulations: how to make them live together

Refreshment break

Sample cases: Fintech “5x5” – Solutions for TA and distribution operations

Blockchain in fund distribution: What is the promise?

Chairpersons’ wrap-up

Networking buffet lunch

Chairperson’s introduction

Keynote speech: Between hype and reality – What AI can and cannot (yet) do for banking and finance?

Parallel workshops

Workshop I: Innovation in AML/KYC

Workshop II: Innovation in TA processing and distribution

Workshops are repeated

Refreshment break

Wrap-up panel: What are TA and distribution operations going to look like in 5 to 10 years’ time?

Closing remarks

Thank you