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Event Agenda

9.00am
Welcome Address
Michael Stanhope
Founder & Chief Executive Officer
Hubbis
9.05am
Panel Discussion
Does digital really matter to your success?
  • How much of your revenue comes from digital channels? 
  • What does a proper business case for digital look like? 
  • There is a lot of talk – but how much gets converted into tangible and measurable action?
  • What – if anything – has emerged from any of the Incubators, Labs and other initiatives? 
  • Why does it take so long to transform the business?
  • How do you create an ecosystem that genuinely embraces fintech?
  • How do you create value out of digital? Will this change?
  • Who has created any real impact – and how did they achieve this?
  • Who will be the Tesla of Asian wealth management?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Nakul Kurup
Head of Digital Sales & Monetisation
OCBC Bank

Alvin Lim
Head of Digital, Singapore
HSBC

Lee Ng
Vice President, MetLife Innovation Asia, and Chief Operating Officer of Lumenlab
MetLife

Yashesh M. Kampani
General Manager, Banking and Financial Markets, ASEAN
IBM

Mark Wightman
Partner, Wealth & Asset Management Advisory
EY

9.55am
Presentation
The future of investment advice
Mark Wightman
Asia-Pacific Wealth & Asset Management Consulting Leader
EY
  • Financial well-being is becoming increasingly important given improvements in life expectancy, requiring greater planning. At the same time, there is a global shift in financial responsibility from the state to the individual, particularly around pensions, healthcare and education
  • New generations are now more willing than ever to place their trust in non-traditional financial services providers; overall they have different needs, face more choice and are more transient
  • In a world where there is greater access to information, digital innovation and breath of investment opportunities, who is best positioned to support investors’ needs, and how can we work together to improve the financial well-being of everyone?
10.05am
Presentation
The quest for client loyalty and value: re-assessing the digital landscape
Mark Nelligan
Chief Executive Officer
Pershing Singapore, a BNY Mellon company

This will discuss what matters most to clients and how digital advancements are changing the way clients select wealth management providers. Mark will examine key priorities for the HNW digital experiences, gaps in delivery and where firms should direct efforts to demonstrate value and deepen client loyalty. The purpose of this presentation is to engage the audience on several levels:

  • Define past, present and future view of the digital landscape
  • Identify technology experiences that impact loyalty
  • Strategise the areas of high-impact for technology focus to drive engagement and loyalty
10.15am
Presentation
Digital wealth: automation, deployment, engagement
John Robson
Chief Commercial Officer
Quantifeed
  • A new digital wealth product begins with an idea – what idea is that?
  • Working with multi-stakeholder institutions
  • Learning, iterating and growing
10.25am
Presentation
Robo-advisory for a more efficient front-office
Mark Buesser
Chairman
IMTF
  • Automating complex regulations
  • Digitising the client relationship
  • Achieving client centricity and efficiency with ICOS/2
10.35am
Refreshment & Networking
11.05am
Presentation
Differentiate your firm with world-class, innovative client communications technology
David Rhind
Regional Solution Manager, Asia Pacific
SS&C GlobeOp
  • Empower your business teams to design and deliver high-impact, sophisticated communications
  • Tailor your workflows to the specific needs of each communication
  • Apply a comprehensive, flexible approach to data quality
  • Enable multi-channel distribution - users control what they get and how they get it
11.15am
Presentation
Turning information into insights
Marko Milek
Head of Global Exchange, APAC
State Street
  • If data is the next natural resource, how will investors best harness it?
  • What analytical frameworks need to be developed?
  • Why are actionable insights the ultimate goal?
11.25am
WealthTalk
Credit Suisse’s successful digital transformation - a look back and ahead
Urs Lichtenberger
Managing Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
  • What does it take to be truly multi-channel digital?
  • Where does Credit Suisse stand on its award-winning Digital Private Bank? And how is it used?
  • Digitising one of the most ‘cumbersome’ processes in private banking: account opening
  • How to digitise an RM’s daily work?
11.35am
WealthTalk
Let’s get down to business
Evy Theunis
Managing Director - Regional Head Customer Segment and Customer Science
DBS Bank
  • Driving a digital business (“it’s not a programme, it’s a business")
  • Placing the customer at the heart of what we do - how to embed a customer first mind-set into an organisation’s DNA
11.45am
WealthTalk
Enabling digital wealth options in Asia
Bhaskar Prabhakara
Founder & Chief Executive Officer
WeInvest
Aananth Solaiyappan
Chief Technology Officer and Co-Founder
WeInvest
  • How to make digital wealth a reality within your institution?
  • Options for different segments: account aggregation, robo-advisory, hybrid advisory, thematic investing options, Sharia-compliance
  • Regulatory progress and constraints across the region
  • Organisational constraints to overcome
11.55am
WealthTalk
Role of robo-advisors in banks - will the RM stay?
Chandrima Das
Chief Executive Officer & Co-founder
Bento
12.05pm
Panel Discussion
Let’s stop talking about fluffy stuff - what is really happening?
  • What do RMs actually use?
  • What are you really doing?
  • Where are you spending money on digital?
  • Can you quantify what it does? What are the KPIs?
  • What’s the end-game – increase revenue? Drive new AUM? Spend more time with clients? Lead to an increase in sales?
  • What's the business case?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Urs Lichtenberger
Director, Client Platform, Asia Pacific
Credit Suisse

Evy Theunis
Head of Wealth, Regional eBusiness Department, Consumer Banking Group
DBS Bank

En Lai
Head, Digital Strategy and Content, UBS Chief Digital Office, APAC
UBS Wealth Management

Smita Choudhary
Executive Director, Head, Digital and Business Transformation
Bank of Singapore

Urs Palmieri
Director, Financial Services Advisory, Performance Improvement Strategy
EY

Ryan Burdick
Senior Vice President, Global Head of Sales
Xignite

12.50pm
Lunch & Networking
1.40pm
Panel Discussion
Is there a tangible role for robos and AI?
  • Are robos gaining any real ground in Asian wealth management?
  • Is it likely that the traditional investment process will change?
  • What should be the role of a robo-adviser in today’s market? 
  • Are the smart algorithms in the background driven by actual investment professionals or just tech kids in the garage?
  • What are the lessons to be learned so far from elsewhere in the world?
  • How should robos be regulated? And what impact will this have on their potential? 
  • What’s the application of AI in robos?
  • How will the impact of AI on the investment process? How will it evolve over time?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Bhaskar Prabhakara
Founder & Chief Executive Officer
WeInvest

Alex Ypsilanti 
Chief Executive Officer and Co-Founder
Quantifeed

Chandrima Das
Chief Executive Officer & Co-founder
Bento

Artur Luhaaar
Chief Financial Officer & Co-Founder
Smartly

Duncan Klein
Head of Product Management
BondIT

Chia Wee Kee
Associate Partner
Synpulse

2.25pm
WealthTalk
The fourth digital revolution in wealth management: information
Michael Gerber
Chief Executive Officer
360F
  • The financial institution that creates clients insights will be the winner in the future
  • Why the currency of success is no longer investments products – but information
2.35pm
WealthTalk
The emergence of hybrid advisory models
David Wilson
Senior Vice President
UOB Bank
  • What’s the digital business model of the future?
  • What’s the evidence to support this?
  • What should banks be doing to prepare and position themselves in line with these trends?
2.45pm
WealthTalk
Using technology to bring institutional-level investing to everyone
Michele Ferrario
Co-Founder & Chief Executive Officer
StashAway
  • Currently, non-UHNWIs do not receive unbiased financial advice, and often face minimum balances, minimum investment periods, and high fees
  • Now, technology can be used to transform investing so that we can (i) create sophisticated, personalised advice and portfolio management at a low cost, and (ii) distribute that advice and management through scalable, convenient, and user-friendly channels
  • StashAway uses technology to bring institutional-level investment strategy and services to everyone, regardless of net worth or portfolio size, so that we can help them grow their wealth faster
2.55pm
WealthTalk
Natural capital, blockchain, and the future of wealth management
Alan Laubsch
Director, Natural Capital Markets
Lykke
  • Investing in the world's most promising asset class
  • Diversification and portfolio risk mitigation impacts
  • Net positive portfolios
3.05pm
Refreshment & Networking
3.30pm
WealthTalk
Rising trends in Asia family offices: digital revolution and opportunities
Shirley Crystal Chua
Founder and Group CEO
Golden Equator
  • Bridging wealth synergies across generations
  • Technology evolution and what is means for wealth
  • Creating a backbone for clients to consolidate all their financial requirements
  • Opportunities for clients to access and manage their personal analytics
3.40pm
Presentation
Breaking down silos in financial services
Benjamin Turner
Solutions Consultant and Product Management APAC
Liferay
  • Silos exist in any organisation – and those organisational silos have historically given rise to technology silos; think the marketing department owning the website while the IT department owns internet banking, with each typically being implemented using different technologies
  • Some of the challenges with siloed technology are inconsistent user experiences, inability to provide information that is contextually relevant, and so on
  • In this session we’ll demonstrate how customers have used Liferay Digital Experience Platform to enable co-operation between organisational silos and to implement solutions that break down technology silos
3.50pm
Presentation
9 basic steps towards TRM compliance
Sami Benafia
Head of Sales & Marketing
Ingenia Consultants
  • An overview of the key areas in order to be compliant with both TRM Notice and Guideline, as well as the Guidelines on Outsourcing Managing data inventory, to help you develop risk management framework and a base for effective disaster recovery and business continuity management
  • Perform responsible outsourcing to prevent financial loss, reputational damage and regulation breaches
4.00pm
Panel Discussion
How can you finally make use of your data?
  • How do you convert your organisation to a data-first company?
  • The banks are not big on data – should there be a role for data scientists?
  • How do we bring data to life?
  • What’s the pitfalls for your business if you don’t do this?
  • With the world becoming increasingly volatile – how do you get the relevant inputs and make them mean something?
  • How do you match up to what is important to people personally, and what are the consequences and impact on their view?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Charlie O’Flaherty
Partner
Crossbridge Capital

Michiel van Selm
Director - Director Customer Impact & Growth, Financial Services Industry Practice
PwC

Alex Medana
Founding Partner & Chief Executive Officer
FinFabrik

Vineet K Vohra, CFA
Director & Practice Leader
Arete Financial Partners

Joe Rothermich, CFA
Director, Data Science, Thomson Reuters Labs
Thomson Reuters

4.45pm
Forum Ends

Workshops

11.05am
Workshop
Breaking down silos in financial services
  • Silos exist in any organisation – and those organisational silos have historically given rise to technology silos; think the marketing department owning the website while the IT department owns internet banking, with each typically being implemented using different technologies
  • Some of the challenges with siloed technology are inconsistent user experiences, inability to provide information that is contextually relevant, and so on In this session we’ll demonstrate how customers have used Liferay Digital Experience Platform to enable cooperation between organisational silos and to implement solutions that break down technology silos
Benjamin Turner
Solutions Consultant and Product Management APAC
Liferay
11.55am
Workshop
9 basic steps towards TRM compliance
  • An overview of the key areas in order to be compliant with both TRM Notice and Guideline, as well as the Guidelines on Outsourcing Managing data inventory, to help you develop risk management framework and a base for effective disaster recovery and business continuity management
  • Perform responsible outsourcing to prevent financial loss, reputational damage and regulation breaches
Sami Benafia
Head of Sales & Marketing
Ingenia Consultants