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

Jean-Benoît Naudin Jean-Benoit joined IFDS as Managing Director in January 2015 with responsibility for transfer agency operations in Luxembourg and the development of the IFDS service offering for pan-European asset managers and global distributors. Jean-Benoit joined IFDS from AXA Investment Managers (AXA IM) in Paris where he was Global Head of Shared Operational Functions responsible for technology, operations, data management, procurement, and facilities. Mr. Naudin’s previous roles included Deputy CEO, AXA IM Paris, and CFO for AXA IM. Prior to this, he was CFO at Barclays Capital France SA between 1990 and 1998, after having worked as Business Unit Manager in the middle market corporate banking business for Barclays Bank SA and for a major French Banque Populaire from 1980 to 1990. Jean-Benoit Naudin is a graduate of ESSEC (a French business school) and holds two postgraduate degrees in accounting and banking.

Agenda

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.

  • Matthew Jones

    Matthew Jones Vice President - Head of Business Services Franklin Templeton

  • 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)


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

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?

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