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Key Sessions

R H Mewawala

Keynote Speech: Key trends in emerging markets in the custody space


09:00 - 09:30 30 mins
Main agenda
Registration and Coffee
09:30 - 09:40 10 mins
Main agenda
Chairman's recap day 1
09:55 - 10:25 30 mins
Main agenda
MiFID II: it’s the final count down
  • Olivier Laurent - Senior Product Manager, Regulatory Change, HSBC

Getting close to the implementation date we will discuss what are the challenges in the business, eye-openers and pitfalls.

 Understanding the impact on the post–trade process and how MiFID II will affect several key areas of the post-trade process.

10:25 - 10:50 25 mins
Main agenda
Asset Management 2020
  • Joe Bannister - Chairman, Malta Financial Services Authority

The asset manager faces a number of fundamental shifts that will shape the future of the industry. What are the likely changes in the landscape over the coming years and which are the key game changers which will impact the competitive environment?

10:50 - 11:10 20 mins
Main agenda
Morning networking break
11:10 - 11:50 40 mins
Main agenda
How not to fail in the post-trade transitions?
  • Moderator Hari Chaitanya - Head of Investor Services Product Management, Standard Bank
  • Panellist Brian Allis - Senior VP, State Street
  • Panellist R Anand - Head of Custody, StockHolding
  • Panellist Beverley Furman - Managing Executive CSD Operations, Strate

With the financial industry becoming more difficult, post-trade has become a battlefield.

The move to T + 2 in Europe has uncovered countless inefficiencies in post-trade.

Asset managers are fighting to show they are toward affirmation and confirmation of their operations directly with their brokers using industry standard workflows. Our panel will try to recognize the tangible benefits of achieving true post-trade efficiencies.

11:50 - 12:30 40 mins
Main agenda
Operational excellence & improving quality in services
  • Moderator Andy Stephenson - Founder, ServiceMatrix
  • Panellist Manuel Baptista - Associate Director, Institutional Shareholder Services
  • Panellist Sonia Maloney - Chief Operating Officer, Norrep Capital Management
  • Panellist Sara Poldaas - Investment Operations Manager, Mawer Investment Management

In their search for excellence, buy-side and sell-side firms are examining their operating models and placing ever-increasing importance on how well they are being served by global custodians and other vendors. They are applying new initiatives to drive up quality and are looking for their service providers to recognise all aspects where they fall short and to take the lead in delivering improved service levels.

12:30 - 13:30 60 mins
Main agenda
Lunch and networking break
13:45 - 14:30 45 mins
Main agenda
Millennials: threat or opportunity?
  • Moderator Laura Bailey - Founder, Qadre
  • Panellist James Somauroo - COO, HS
  • Panellist Sophie Winwood - Membership and Analytics Manager, Innovate Finance

The industry must understand the importance of competing with cutting-edge technology if it is not to be outdone in the race with fintech. For this reason, a strategic partner is needed to innovate without risks. But are these individuals a threat to those who have been in the industry for many years and have acquired a great experience? Or are these Millennials bringing new opportunities to the business?

14:30 - 15:30 60 mins
Main agenda
Chatham House Rule: The impact of Brexit on custody in Europe
  • Host Bill Gourlay - Managing Director, Independent Consultants Network
15:30 - 15:35 5 mins
Main agenda
Closing of Global Custody Forum 2017