08.00 - 08.45

Registration and breakfast

08.45 - 08.55

Welcome and introduction

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

    Emilie Allaert Head of Operations and Projects Luxembourg House of Fintech (LHoFT)

  • Rafal Kwasny

    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



  • David Hagen

    David Hagen Head of IT Supervision and Support PSF Commission de Surveillance du Secteur Financier, (CSSF)

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)


  • Eduardo Gramuglia

    Eduardo Gramuglia Senior Vice President State Street Bank International GmbH, Luxembourg Branch

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?



  • Sylvie Baijot

    Sylvie Baijot Head of Distribution Solutions BNP Paribas Securities Services

  • Laurent Marochini

    Laurent Marochini Head of Innovation - Process Improvement Société Générale Securities Services

11.55 - 12.05

Chairpersons’ wrap-up

  • Emilie Allaert

    Emilie Allaert Head of Operations and Projects Luxembourg House of Fintech (LHoFT)

  • Rafal Kwasny

    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

13.35 - 14.05

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

  • Martin Moeller

    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)?



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


  • Annick Elias

    Annick Elias Partner, Advisory & Consulting Deloitte, Luxembourg


  • Sandy Edmond

    Sandy Edmond Vice President, International Transfer Agency Customer Operations Franklin Templeton Investments

  • Sarbjit Panesar

    Sarbjit Panesar Global Head of Business Development, Asset Managers Société Générale Securities Services

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



  • Jean-Benoît Naudin

    Jean-Benoît Naudin Managing Director International Financial Data Services Luxembourg S.A. (IFDS)

  • Serge Weyland

    Serge Weyland CEO Edmond de Rothschild Asset Management, Luxembourg

17.15 - 17.30

Closing remarks