ITAS is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
08:45 - 09:40 55 mins
Registration and Coffee
09:40 - 09:50 10 mins
Chair's opening remarks
  • Chair Mike Tumilty - Director of Operations, Standard Life
09:50 - 10:20 30 mins
Info
True transparency in the fund distribution chain
  • Speaker Alexandre de Schaetzen - Director, Euroclear
  • Speaker Stuart Jehan - Strategic Development Manager, Robeco

Is this simply a pipe dream or are we approaching a truly transparent operating model?

10:20 - 10:55 35 mins
Info
The D2C evolution: Reimagining the industry from the customer up
  • Andreas Moller - Director – New Buiness Services, Franklin Templeton Investments
  • Olivier Portenseigne - Managing Director, Fundsquare

With the proliferation of D2C platforms and P2P lending, do we need to find a way to put the customer first or risk losing them?

 

 

10:55 - 11:30 35 mins
Coffee break
11:30 - 12:15 45 mins
Info
Platform standardisation & compatibility: How to ensure your systems are future-proofed
  • Moderator Mike Tumilty - Director of Operations, Standard Life
  • Panellist Taylor Duncan - Senior Global TA Product Manager, HSBC Securities Services
  • Panellist Benoit Moulin - Founding Partner, DOMOS FS
  • Panellist Lucie Munier - Legal & Business Associate, Qadre

Concerns around the updating of legacy systems are just the beginning - how will we manage the proliferation of new platforms and their implementation in 5 years time?

12:15 - 13:00 45 mins
Demystifying DLT: Case studies in Blockchain application
  • Ashley Kemball-Cook - Business Development Lead, Qadre
  • Steve Pomfret - CEO, Cygnetise
  • Olivier Portenseigne - Managing Director, Fundsquare
13:00 - 14:15 75 mins
Lunch
14:15 - 14:45 30 mins
Moving up the value chain: How can the TA maintain a crucial role for the FM in today’s landscape?
  • Moderator William Gilson - Independent Director, Independent
  • Panellist Steven Caluwaerts - Head of Transfer Agency, EMEA & Global Fund Services, Luxembourg, Citi
  • Panellist Victor Tarsitano - Head European Shareholder Services, Goldman Sachs Asset Management
14:45 - 15:30 45 mins
KYC: A necessary nightmare and how to overcome it
  • Moderator Gregory Picavet - Commercial Director, Luxembourg, SWIFT
  • Panellist Benoit Durand - Global Head of Client Operating Service, Edmond De Rothschild Asset Management
  • Panellist Pascal Morosini - CEO, i-Hub
  • Panellist Pierre Mottion - Global Head of TA and Fund Dealing Services Products , BNP Paribas Securities Services
15:30 - 15:35 5 mins
End of ITAS 2018