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Overview

Join us, on Wednesday 12th September 2018, as the Investment Management and Advice community comes together for the PIMFA FinTech Conference 2018. This is a one-day event, giving attendees the platform to explore the advantages and potential risks of bringing together technology and the investment management and financial advice industry.

Industry experts will discuss the latest trends alongside demonstrations by FinTech start-ups, winners of our international FinTech competition 2018, which took place earlier this year. The day will highlight emerging revolutionary ways of thinking and working to provide solutions for corporate and enterprise customers.

21 Industry Experts – 5 hours CPD – 2 hours of Networking

Our Industry Expert Speakers:

David Brear, Global CEO, 11FS

Nick Cook, Head of RegTech and Advanced Analytics, Financial Conduct Authority (FCA)

Jon Cosson, Head of IT & CISO, JM Finn

Greg Davies, Head of Behavioural Finance, Oxford Risk

John Harrison, Information and Cyber Security Manager, Charles Stanley

Russ Kilman, Strategic Progams & Innovation, SEI

Vincent Molinari, CEO & Co-Founder, Templum Markets

Alexander Maresch, Global Head of Brand / Head of Marketing , DWS

Richard Maton, Partner, Aperio Strategy

Max Mawby, Financial Behaviour, The Behavioural Insights Team

Dr. Manuela Rabener, Chief Marketing Officer & Co-Founder UK, Scalable Capital

Amin Rajan, CEO, CREATE- Research

Stuart Rimell, Head of Desktop Development, IG

Samantha Sheen, AML Director, ACAMS

Peter van Kleef, Managing Director, Lakeview Capital Markets

Don’t miss out on demonstrations from the newest innovators in the industry:

Cygnetise • Enforcd • NeotasEnvizage

Speakers

David Brear
Global CEO
11FS
Nick Cook
Head of RegTech & Advanced Analytics
Financial Conduct Authority
Jon Cosson
Head of IT & CISO
JM Finn
Greg Davies
Head of Behavioural Finance,
Oxford Risk
Liz Field
Chief Executive
PIMFA
John Harrison
Information and Cyber Security Manager
Charles Stanley
Russ Kilman
Strategic Progams & Innovation
SEI
Alexander Maresch
Global Head of Brand / Head of Marketing
DWS
Vincent Molinari
CEO & Co-Founder
Templum Markets
Dr Manuela Rabener
Chief Marketing Officer & Co-Founder UK
Scalable Capital
Stuart Rimell
Head of Desktop Development
IG Group
Samantha Sheen
AML Director
ACAMS
Lawrence Wintermeyer
Principal
Capstone
Stuart Rimell
Head of Desktop Development
IG
Peter van Kleef
Managing Director
Lakeview Capital Markets

Sponsors

Agenda

08:30               Registration & Networking Breakfast

09:00               Welcome

  • Liz Field, Chief Executive, Personal Investment Management & Financial Advice Association (PIMFA)

09:05               It’s Not Just About Millennials: Digital Tools for All Generations

  • Dr. Manuela Rabener, Chief Marketing Officer & Co-Founder UK,
    Scalable Capital

09:30               The Amazonisation of Wealth Management – Combining Digital Channels & Digital Tools/ Creating Customer Engagement Through Digital Channels

  • Moderator: Amin Rajan, CEO, CREATE- Research
  • David Brear, Global CEO, 11FS
  • Peter van Kleef, Managing Director, Lakeview Capital Markets

10:15               Proof of Concept 1*

  • Envizage

10:30               Networking Break

10:50              Using Social Media and Virtual Reality for Customer Engagement

  • Alexander Maresch, Global Head of Brand / Head of Marketing , DWS

11:10                 How Business Strategy, Not Technology, Drives Digital Transformation

  • Russ Kliman, Strategic Programs & Innovation, SEI

11:40               Digital Transformation of Front to Back Office, Holistic Data Strategies, Process, Platform development and Collaboration

  • Moderator: Richard Maton, Partner, Aperio Strategy
  • Mark John, Head of Product & Business Development, Pershing
  • Stuart Rimell, Head of Desktop Development, IG

12:10               Future Watch: The Tokenization of the Securities Market –
A View from the US 

  • Vincent Molinari, CEO & Co-Founder, Templum Markets

12:30              Fireside Chat: Application of Behavioural Economics to Deliver Better Financial Behaviour in Consumers

  • Moderator: Richard Maton, Partner, Aperio Strategy
  • Greg Davies, Head of Behavioural Finance, Oxford Risk
  • Max Mawby, Financial Behaviour, The Behavioural Insights Team

12:50               Networking Lunch

13:50               Digital Wealth Management – Future Perspectives

  • Henry MacLeod, CFA- UK Digital Wealth, BlackRock

14:20               RegTech and the Engaged Regulator

  • Nick Cook, Head of RegTech and Advanced Analytics, Financial Conduct Authority (FCA)

14:50               Proof of Concept 2*

  • Enforcd

15:05               Fireside Chat: Cyber Security & Data Privacy

  • Moderator: Giulia Lupato, Senior Policy Adviser, PIMFA
  • John Harrison, Information and Cyber Security Manager, Charles Stanley
  • Jon Cosson, Head of IT & CISO, JM Finn

15:30               Proof of Concept 3*

  • Cygnetise

15:45               Networking Break

16:05               Using RegTech for KYC Digital Onboarding and AML

  • Moderator: Samantha Sheen, AML Director, ACAMS
  • Jane Jee, CEO, Kompli-Global
  • Pawel Kuskowski, CEO & Co-Founder, Coinfirm

16:35               Proof of Concept 4*

  • Neotas

16:50               WealthTech Investment Landscape

  • Sharon Chen, FinTech Strategy, EY
  • Angelina Kouznetsova, Associate Partner, EY

17:05               Closing remarks

  • Lawrence Wintermeyer, Principal, Capstone

17:15               Networking Drinks Reception

PIMFA Fintech Conference 2018

Tickets

Details

Date:
September 12
Time:
9:00 am - 5:15 pm
Cost:
£249 - £499
Event Categories:
,

Other

CPD Hours
5

Venue

BlackRock
Drapers Gardens, 12 Throgmorton Avenue
London, EC2N 2DL United Kingdom
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