PIMFA
- This event has passed.
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 • Neotas • Envizage
08:30 Â Â Â Â Â Â Â Â Â Â Â Â Â Registration & Networking Breakfast
09:00 Â Â Â Â Â Â Â Â Â Â Â Â Â Welcome
- Liz Field, Chief Executive, Personal Investment Management & Financial Advice Association (PIMFA)
09:05Â Â Â Â Â Â Â Â Â Â Â Â Â Â It’s Not Just About Millennials: Digital Tools for All Generations
- Dr. Manuela Rabener, Chief Marketing Officer & Co-Founder UK,
Scalable Capital
09:30Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â 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
10:15Â Â Â Â Â Â Â Â Â Â Â Â Â Proof of Concept 1*
- Envizage
10:30Â Â Â Â Â Â Â Â Â Â Â Â Â Â Networking Break
10:50Â Â Â Â Â Â Â Â Â Â Â Â Â Â Using Social Media and Virtual Reality for Customer Engagement
- Alexander Maresch, Global Head of Brand / Head of Marketing , DWS
11:10Â Â Â Â Â Â Â Â Â How Business Strategy, Not Technology, Drives Digital Transformation
- Russ Kliman, Strategic Programs & Innovation, SEI
11:40Â Â Â Â Â Â Â Â Â Â Â Â Â Â 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
12:10Â Â Â Â Â Â Â Â Â Â Â Â Â Â Future Watch: The Tokenization of the Securities Market –
A View from the USÂ
- Vincent Molinari, CEO & Co-Founder, Templum Markets
12:30Â Â Â Â Â Â Â 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
12:50Â Â Â Â Â Â Â Â Â Â Â Â Â Â Networking Lunch
13:50              Digital Wealth Management – Future Perspectives
- Henry MacLeod, CFA- UK Digital Wealth, BlackRock
14:20Â Â Â Â Â Â Â Â Â Â Â Â Â Â RegTech and the Engaged Regulator
- Nick Cook, Head of RegTech and Advanced Analytics, Financial Conduct Authority (FCA)
14:50Â Â Â Â Â Â Â Â Â Â Â Â Â Â Proof of Concept 2*
- Enforcd
15:05Â Â Â Â Â Â Â Â Â Â Â Â Â Â 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
15:30Â Â Â Â Â Â Â Â Â Â Â Â Â Â Proof of Concept 3*
- Cygnetise
15:45Â Â Â Â Â Â Â Â Â Â Â Â Â Â Networking Break
16:05Â Â Â Â Â Â Â Â Â Â Â Â Â 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
16:35Â Â Â Â Â Â Â Â Â Â Â Â Â Â Proof of Concept 4*
- Neotas
16:50Â Â Â Â Â Â Â Â Â Â Â Â Â Â WealthTech Investment Landscape
- Sharon Chen, FinTech Strategy, EY
- Angelina Kouznetsova, Associate Partner, EY
17:05Â Â Â Â Â Â Â Â Â Â Closing remarks
- Lawrence Wintermeyer, Principal, Capstone
17:15Â Â Â Â Â Â Â Â Â Â Â Â Â Networking Drinks Reception
PIMFA Fintech Conference 2018
