Dan Cobley, Blenheim Chalcot

Dan Cobley

Dan is an entrepreneur and investor in innovative tech startup businesses, focusing on financial services. He leads the FinTech portfolio for Blenheim Chalcot, a long-established London venture builder. Through this role he has co-founded a number of fast-growth fintech companies including; Salary Finance, Koodoo Mortgages, OpenWrks and ClearScore, and he is on the boards of Liberis, Modulr and Tully.

Until late 2014, Dan spent over 8 years at Google, as Managing Director UK & Ireland and as VP Marketing EMEA. Prior to Google Dan held senior marketing roles with Capital One, Ask Jeeves and Pepsi/Walkers.

Dan has been a speaker at the TED Conference, has appeared as a technology expert on BBC’s Tomorrow’s World, helped Alan Sugar choose his 2014 Apprentice, and is a trustee of the Technology Trust.

Agenda

10.00 - 10.45

CEO panel discussion – “Walking the talk”; Moving from “re-imagination” to the “reality” of transforming the asset management industry

How should asset management respond to a world of disruptions by technology and politics? Our panellists have shared a number of talking points in advance of their discussion:

  • Value for money is being questioned as never before
  • Customers’ willingness to buy products through digital channels is increasing
  • Investors are more and more focused on the non-financial returns
  • The asset management industry`s stewardship over investment decisions is continually being challenged
  • In addition, there is significant pressure on fee and margin levels

11.20 - 12.05

Luxembourg: anticipating change, shaping our future and aiming for tomorrow

Luxembourg has a proud history of anticipating the evolving needs of the asset management industry it services. Entering with optimism a new era of “re-imagining” asset management and innovation benefiting investors, can it continue that tradition, and can we define what that future might look like? How is Luxembourg evolving as it welcomes new ideas and entrants, anticipates the future and re-imagines its role as the world’s second largest fund domicile?


12.05 - 12.40

"Disruption scenarios" ... "structural shifts" ... "shaping our future" ... How does this impact the regulator?

As the industry experiences disruption and transformation, how are regulators evolving? Are they experiencing the same disruption? What industry landscape are they planning and preparing for over the next five years?


12.40 - 13.05

Transformation and disruption: what can the asset management industry learn from the transformation seen elsewhere?

The digital reinvention of the industry is inevitable. But where will disruption come from? What role might GAFA play? And how can incumbents put the customer and technology at the heart of their offer to survive the shift?


14.30 - 15.45

Target operating model for your management company

18/698: what’s all the fuss about?
Target operating model: what does “substance” really mean?
How ManCos are evolving to remain efficient and compliant
In-house or 3PMC?
Governance: best practice through board composition?


14.30 - 15.45

Private equity: new tax and structuring developments

in association with

Are we moving to a US structuring environment?
How to succeed with fundraising
How to master AIFMD operational complexity
What’s new in governance strategies?
How will you being doing deals in 2020?


14.30 - 15.45

Real estate: hot investment areas and set-ups

How to manage regulatory substance
Are you prepared for the new fiscal environment?
What are the opportunities and challenges in outsourcing?
How to use the Luxembourg product suite
How to navigate the talent market


14. 30 - 15.45

The Luxembourg sustainable finance toolkit

How to set up a sustainable fund using the Luxembourg toolbox?
Why Luxembourg set up a support programme for climate finance?
Why is impact measurement so important?
Sustainability reporting and disclosures – a brain teaser?
What’s new around fund labels?