Agenda

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08.00 - 09.00

Registration & Breakfast
09.00 - 09.10

Opening – Welcome and introduction by ALFI

  • Josée-Lynda Denis

    Josée-Lynda Denis Senior Conference Producer, TA Forum & Distribution Operations coordinator ALFI

09.10 - 09.30

Is TA Transformation really on its way? That is the question…

  • Rafal Kwasny

    Rafal Kwasny Vice President, EMEA TA Head Franklin Templeton International Services S.à r.l.

  • Hugo Larguinho Brás

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

09.30 - 10.30

Transformation of TA and Distribution Operations – a walk through the myth and the reality

A reality check exercise on all the topics fostering the transformation of Transfer Agents, Distributors and other related players’ operations value chain, walking through the  potential impacts, recent progresses and expected time scales and key milestones applicable to the implementation of transformational changes in the TA & Distribution Operations operating model.

Following a reality check to set the scene, a lively debate will be held with a blend of TA and distribution operations players, each discussing their respective points of view around the proposed transformation scenarios and strategies.

Host/Moderator

  • Hugo Larguinho Brás

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

Panellists

  • Matthew Jones

    Matthew Jones Vice President, International Transfer Agent Franklin Templeton Investments

  • Mohamed M'Rabti

    Mohamed M'Rabti Head of FundSettle and Deputy Head of FundsPlace Euroclear SA/NV

  • Jean-Benoît Naudin

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

10.30 - 11.00

Coffee break
11.00 - 11.25

Live from Hong Kong – an update on all things TA& Distribution Operations in Asia

Host
11.25 - 11.55

TACX: How customer experience design will transform fund servicing

The finance community, like retail brands and services, is adapting to the new ‘omni-channel’ world. It’s predicted that by 2020, customer experience will become the key differentiators for B2C and B2B brands alike, beating product and price as market influencers. And while the finance industry is engaging with blockchain, FinTech innovations and automation, the biggest challenge they face isn’t technological, it’s defining smarter human-centric experiences.

In this talk, technology writer Andrew Keith Walker will unpack the customer experience issues shaping future business operations, and challenge the assumption that new technologies will mostly transform back office processes as opposed to redefine the entire role financial services play in the lives of investors.

Out of the box speaker
11.55 - 12.00

Chairman’s wrap up and closing remarks
12.00 - 14.00

walking lunch

14.00 - 14.10

Chairman’s introduction

  • Hugo Larguinho Brás

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

14.10 - 15.10

FinTech – Facts, Fiction and the Future

A walk through of the current state of all things Fintech in Luxembourg’s TA & Distribution Operations world, wrapping up with a roundtable discussion.

State of ALFI FinTech Nation
An update on the ALFI FinTech working groups and industry surveys feedback, looking into 4 Fintech areas: Digital investing, Blockchain / DLT, Data Management Cybersecurity and Robotics

What is the LHoFT doing for TA and Distribution Operations?
LHoFT will provide an overview of its KYC Connect concept, a new potential and approach to resolving the KYC dilemma of the TA and Distribution operations cycle.

A FinTech reality check
An overview of 3 current FinTech endeavors will be provided followed by a panel discussion with all participants as to the state of play on all things FinTech affecting the TA & Distribution operations value chain.

  • DLT progress
  • AML/KYC
  • Robotics RPA

Host/Moderator

Panellists

  • Yuko Matsuoka

    Yuko Matsuoka Director, Global Funds Trust Company & Deputy General Manager Nomura Bank (Luxembourg) S.A

  • Hugo Larguinho Brás

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

15.10 - 15.40

Live from New York - an update on all things TA & Distribution Operations in the US

A live interview with the ICI International Operations Advisory Committee of the US

  • Introduction of ICI IOAC
  • What are the hot topics for the US market and ICI IOAC?
  • What does the US market and US Asset Manager and Distributors expect from Luxembourg?

Moderator

Speaker
15.40 - 16.10

Coffee break
16.10 - 17.00

Death by regulation? A survival guide

An overview of the current regulatory developments and the impacts to TA & Distribution Operations, followed by a lively Q&A session covering 2 hot topics that will be presented in sequence..

  1. MiFID II & PRIPS impacts on Distribution Operations
  2. GDPR – practical ways to comply with GDPR for TAs and Distribution Operations

Host/Moderator

  • Rafal Kwasny

    Rafal Kwasny Vice President, EMEA TA Head Franklin Templeton International Services S.à r.l.

Panellists
17.00 - 17.10

ALFI TADO Chairmen’s wrap up and closing remarks
17.10 - 19.00

Closing drink