Matthew Newnham, MFEX Mutual Funds Exchange

Matthew Newnham Matthew Newnham is currently based in Stockholm and Head of Business Development and Fund Information at MFEX, one of the leading pan European B2B fund platforms. Previously he has worked at Citi, based in Luxembourg, Hong Kong and Australia, in  product and project management roles in fund services, transfer agency, middle office and electronic markets in the Global, EMEA and Asia Pacific management teams. Prior to Citi he worked at BNP Paribas, Cogent and Henderson Investors in both London and Luxembourg. He holds a BSc (Hons) degree in Information Systems Management from Bournemouth University, UK.

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.


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