2017/10/10 13:00:00

Tuesday, October 10, 2017 in Amsterdam

12:45 – 13:15   Registration and Welcome Coffee

13:15 – 13:25   Opening Speech

The conference program consists of 4 breakout streams (parallel sessions):
13:30 – 17:25

Market Data Products & Solutions

In this stream trends in the world of data (terminal) vendors, exchanges, benchmark index providers & credit rating agencies will be presented and discussed. Product innovations, new user licenses and regulation compliance are daily topics for those involved in market data management and procurement.


 

13:30 – 14:00      Introduction by Screen

“Trends in the world of Data (Terminal) Vendors, Exchanges & Benchmark Index Providers”

Moderator:
Evert-Jan ten Brundel – Head of Consultancy & Senior Consultant at Screen Consultants


 

Speaker slots

14:00 – 14:30      FTSE Russell

“A New Era of Benchmarking – Regulation”

Summary:
Dan Berry, MD, FTSE Russell will discuss the implications of the EU Benchmark Regulation applying to indexes used as benchmarks in financial instruments, financial contracts or to measure the performance of investment funds.
With the regulation coming into effect on 1st January 2018, Dan will help the audience navigate the requirements that users of benchmarks will have to comply with and detail how administrators of benchmarks can assist with this transition.

Speaker:
Daniel Berry – Managing Director at FTSE Russell


 

14:40 – 15:10      Creon & Inter Visual Systems

“TITAN, the next generation (trading) desk: The perfect Synergy between Efficient Information Processing & Ergonomics”

Summary:
The TITAN is a complete solution, that combines state of the art video display technology with a highly ergonomic and futuristic desk.

Speakers:
Maikel Derksen – Business Team Manager Control Room Systems at Inter Visual Systems
Ralf Bogaerts – Operation Manager at Creon


 

15:10 – 15:40     Break

 


 

15:40 – 16:10     Bats Europe

“Alternatives in Index and Market Data”

Summary:
– Outline of index data issues today
– Case study of the effect of using an alternative index data source.
– Introduction to Bats Market Data
– Case study of how a bank can use Bats Market Data

Speaker:
Shaun Baskett – Director of Index Sales at Bats Europe

 


 

16:20 – 16:50     Owlin

“Turning News into Actionable Intelligence, practical use cases of using big data analyses and A.I. on news for portfolio analyses”

Summary:
Owlin’s system monitor more than 2.8M on-line sources around the world, news is translated from 8 languages including French, German, Portuguese and Chinese. With the use of big data analyses and artificial intelligence (such as linked entity recognition) Owlin provides near real time opportunity and risk insights in the portfolio of its clients. Through various use cases examples and live demo’s the presentation will give insights in the challenges, lessons learned, advantages and future developments, of Owlin’s technology applied to the financial market.

Speaker:
Bob Koster – Commercial Director at Owlin

 


 

16:55 – 17:25     Panel Discussion

Panellists from FTSE Russell, Bats Europe and end-user firms

Moderator:
Evert-Jan ten Brundel – Head of Consultancy & Senior Consultant at Screen Consultants

Reference Data Management & Feeds

In this stream insights in the Enterprise Data Management world, where Data Governance is of growing importance in the success stories that we see in the market, will be presented and discussed.


 

13:30 – 14:00      Introduction by Screen

“Roadmap to success: (Enterprise) Market Data & Reference solutions best practices”

Moderator:
Marc van Deutekom – Senior Consultant at Screen Consultants


 

Speaker slots

14:00 – 14:30      AIM Software

“Market and Reference Data Usage: Taking Control with a Strategic Approach to Sourcing and Distribution”

Summary:
With changing commercial models and more stringent licensing agreements, vendor data usage and compliance is becoming increasingly important to all capital markets participants. During this session, we will explore why getting market and reference data usage under control can be so difficult and what can be done to optimize your data spend, while ensuring effective, compliant usage across the organization.

Attend this session to learn more about:
– Why market and reference data costs and usage compliance is becoming an increasing focus for financial institutions. What has changed?
– The challenges behind getting vendor data usage under control
– How to take control with a strategic approach to market and reference data sourcing and distribution using GAIN Data Portal

Speaker:
Jonathan Koscik – Senior Product Manager at AIM Software


 

14:40 – 15:10     RIMES Technologies

“A new approach to reference and index benchmark management”

Summary:
This presentation will review the current state of data management in buy-side firms reflecting recent research commissioned by RIMES Technologies and discuss how managed data services can support the journey to data management maturity using the example of a recent case study.

Speaker:
Giles Arbuthnott – Product Manager – Managed Data Services at RIMES Technologies


 

15:10 – 15:40      Break

 


 

15:40 – 16:10      Curium Data Systems

“Data Management – An increasing need for integration”

Summary:
Greater competition, lower operating margins, increased cost of business, ever more regulation. These are just some of the pressures placed on the asset management business today. With this business environment becoming the norm it is clear that many firms could benefit from having a more integrated view of their data and data processes – combining an efficient data architecture with the operational needs of the business and the data aspects of regulation, compliance, risk and governance. Curium Data Systems looks at some of the issues and some of the emerging trends within data management technology solutions.

Speaker:
Andrew Sexton – Sales Director at Curium Data Systems


 

16:20 – 16:50      First Country Research

“Be ahead of the markets by using intelligent big data tools to spot trends and changes”

Summary:
Many organisations are looking for big data solutions. While combining data is easy, getting meaningful insights is not. Simon and Edske will discuss how you can make big data work.

Speakers:
Edske Smit – Risk Manager at First Pensions, parent company of First Country Research
Simon Heerings – Head of institutional business at First Country Research


 

16:55 – 17:25      Panel Discussion

Panellists from AIM Software, RIMES Technologies, Curium Data Systems, First Country Research and Eagle Investment Systems

Moderator:
Marc van Deutekom – Senior Consultant at Screen Consultants

Trends in the world of Banking and Asset & Wealth Management Systems

New technologies define the future of Banking. The API economy will drive new business models. Regulations such as PSD2 will accelerate the creation of Open Banking Platforms. These and other technology trends will be discussed by speakers of various banking technology vendors and KPMG’s banking experts.


 

13:30 – 14:00      Introduction by KPMG

“Trends in the world of Banking and Asset & Wealth Management Systems”

Summary:
In the introduction of this stream KPMG will present their results of the Banking Systems Survey 2017- 2018. Vendors are classified in this survey on topics like: Innovation, PSD2, Cyber Security, Data Privacy and Robotics.

Moderators:
Alex Brouwer – Director & Management Consulting at KPMG
Brigitte Beugelaar – Partner at KPMG


 

Speaker slots

14:00 – 14:30      Eagle Investment Systems

“The Evolution of Buy Side Data Management”

Summary:
– Exploration of the history of data management and the stages in its evolution within buy-side investment managers.
– With each new innovation in data management, the evolution from concept to solution as a service is happening faster and firms today are quicker to recognise the benefits of handing off responsibilities to third parties.

Speaker:
Marc Rubenfeld – Head of Eagle Solutions for EMEA & APAC at Eagle Investment Systems


 

14:40 – 15:10      ERI Bancaire

“The Future of Wealth Management System is Digital”

Summary:
The wealth management industry has suffered a significant loss of customer trust and increased regulatory scrutiny following the financial crisis. New generation investors tend to trust more technology than financial advisors. Although financial advisors were reluctant to embrace new technologies until recently, we believe they recognize today the positive impact of digital tools on client interactions, as well as on their overall ability to do their job. We will analyse the various drivers to digitalization in Wealth Management and will show the benefits of a collaborative approach (man + machine) to improve global HNWI satisfaction.

The “Wealth Advisor Digitization” has started!

Speaker:
Jean-Philippe Bersier – Director & Business Development at ERI Bancaire


 

15:10 – 15:40      Break

 


 

15:40 – 16:10      Temenos

“The Evolution of Digital in Financial Services”

Summary:
Digital Banking is changing, and it’s changing fast. When there is such a dependency on interacting with your customers through ever changing digital channels; the risk of losing them becomes bigger than addressing the wider issue at hand – How can financial services form a solid digital strategy to ensure a truly digital customer engagement? Kam proposes a pragmatic and holistic way to approaching your digital ambition.

Speaker:
Kam Chana – Digital Strategist at Temenos


 

16:20 – 16:50      KAS BANK

“Are Robots the next generation Z? Will robotics change our entire landscape and way of working?”

Summary:
KAS BANK started with robotics end of 2016. After implemented 10 processes, KAS BANK will share their approach, the first results and the lessons learned. What to do and what not. At the end you will have an impression of how robotics will change our way of working in the near future.

Speaker:
Martijn Vrijburg – Head Process Improvement at KAS BANK


 

16:55 – 17:25      Objectway

“Wealth Management in the Digital Era”

Summary:
Attend Objectway’s presentation on “Wealth Management at the digital era” and discover how digital technology developments can support you facing the current industry challenge and enable your digital transformation.

Speaker:
Jos Martens – Business Development Director at Objectway

Regulation & Compliance for Capital Markets

Since the crisis of 2008 the financial sector has been confronted with a myriad of regulations. They are intended to improve the solidity of the sector, to safeguard consumers and to protect tax payers’ money. In this stream the consequences for both user firms and their clients will be highlighted and discussed.


 

13:30 – 14:00      Introduction by KPMG

“Regulation Roadmap Acceleration”

Summary:
The presentation will share an overview of upcoming capital markets related regulation; present RegTech technologies and related RegTech solutions to identify, assess, implement and monitor regulation more efficiently and effectively.

Moderator:
Rob Voster – Senior Manager at KPMG


 

Speaker slots

14:00 – 14:30      Quadient

“Don’t Risk Your Customer’s Experience for Compliance”

Summary:
Customer experiences does not have to suffer in order to ensure compliance with regulatory requirements.
During this presentation session, we will take a look at two specific examples, General Data Protection Regulation (GDPR) and Customer Due Diligence (CDD). We will discuss the risks to customer experience that they present, common questions and concerns that arise when meeting requirements and explore opportunities and best practices to elevate your customers’ experience while maintaining compliance.

Speaker:
François Ruiter – Product Marketing Manager at Quadient


 

14:40 – 15:10      WM Datenservice

“Implementating the European PRIIPs-Regulation”

Speaker:
Patrick Althausen – Sales Manager at WM Datenservice


 

15:10 – 15:40      Break

 


 

15:40 – 16:10      TradeChannel AB

“Regulatory impact on systems & processes, offset from the buy side industry”

Summary:
Regulations such as EMIR and MiFID II have an obvious impact on systems and processes at firms in the buy side industry. In reality, how does it affect firms in the buy side industry and which effect will it have in the future?

Speaker:
Andreas Bergh – Vice President & Head of Sales at TradeChannel AB


 

16:20 – 16:50      RIMES Technologies

“MAR– What can the buy-side learn from the sell-side”

Summary:
Jeremy will use his experience in senior sell-side surveillance roles to take attendees through the steps necessary to create an effective surveillance infrastructure that will address the requirements of MAR. He will also discuss some of the pitfalls that may be encountered along the way and how they can be avoided.

Speaker:
Jeremy Garland – Head of Compliance at RIMES Technologies


 

16:55 – 17:25      Panel Discussion

Panellists from Quadient, WM Datenservice, TradeChannel AB and RIMES Technologies

Moderator:
Lennart Cattel – Director at KPMG

17:30 – 18:00   Leadership Speech

“Trusted Analytics: Guardians of a Smart Society”

Summary:
Everything is measurable, from our heartbeat during our morning run to the music we listen to and our walking patterns through department stores. With data we can make impressive analyses to e.g. prevent traffic jams, suppress epidemics, or offer tailor made medicine. A new information society arises, interwoven with technology. Nevertheless, serious resistance exists against the rise of this new society. People fear their privacy is in jeopardy and want to put a seal on their data. In this presentation Sander Klous will demonstrate the inevitability of a continuously growing role of data in our society, a role that does not need to be threatening. Putting a solid foundation for responsible application of data analysis would provide us with a future full of interesting opportunities.

Speaker:
Sander Klous – Managing Partner of Data Analytics at KPMG

18:00 – 19:00   Networking Cocktail