If you work at an asset manager, a global custodian bank, a fund administrator or at a financial market infrastructure.
Future of Finance is pleased to announce an invitation-only event to learn about a new operating model for the asset management industry and its service providers in global custody, fund administration and financial market infrastructures.
“We’ve been stuck in the same investment process for a generation. This is a chance to define a new and much better process for the next generation of investment.” An asset manager COO
This event is sponsored by Fidelity International
What is the event about?
Guests will learn about a whole new way of issuing, investing in, valuing, safekeeping and servicing equities, bonds, money market instruments, derivatives, funds and digitally native assets such as security tokens and on-ledger cash.
The event will open with a presentation by Dr Ian Hunt, author of Digital Issuance – An Optimal Model for Digital Assets and Transactions, which is described by one asset management COO as “a complete re-design of what we do, let alone how we do it.”
The presentation will be followed by a discussion, moderated by Dominic Hobson, co-founder of Future of Finance, between the specially invited audience, Dr Hunt and leaders of the asset management and securities services industries.
When is it being held?
Tuesday 20 September from 16.00 hours to 18.00 hours, to be followed by cocktails and canapes.
Where is it being held?
The event will take place at:
The Walbrook Club, 37A Walbrook, London EC4N 8BS
Asset managers are under margin pressure. The obvious answer to the problem is to cut costs but the usual methods of economy – outsourcing, offshoring and automation – no longer work.
Now asset managers are passing that margin pressure on to their service providers and especially the global custodian banks, where revenues have increased but profits are also declining.
This is why a growing number of asset management COOs and heads of global custody have reached the conclusion that tinkering with their operational model is no longer enough.
They think that, if the asset management and global custody industries are to continue to deliver value to their customers and their shareholders, they need to completely reinvent what they do.
To find out why so many of your customers, colleagues and competitors now think this way, check your Inbox and accept our invitation to this exclusive event.
It is your chance to discover the future of your industry, and to engage directly with the people that are shaping it at asset management firms and global custodian banks.
Meagen Burnett, Chief Operating Officer, M&G Asset Management https://www.linkedin.com/in/meagen-burnett-3475667/
Meagen has over 20 years experience in Financial Services industry across multiple global jurisdictions in a variety of Audit, IT, Risk Management, Project/Transformation, Operations and Executive leadership roles.
Meagen joined M&G Plc as Chief Operating Officer, Asset Management in August 2019. Prior to this, Meagen worked for Prudential Investment Managers in South Africa where she was the Chief Operating Officer for 7 years.
At M&G Plc, she is accountable for the global operations functions from dealing; middle office; internal operations and third-party outsourced service oversight. She is also accountable for delivery of business change and IT transformation across the investment business. She is a Non Executive Director of M&G Investments Southern Africa Limited and a member of the M&G Group Limited Executive Committee.
Prior to her time in the broader M&G Plc group, she worked in the UK and South Africa for JP Morgan, Goldman Sachs and KPMG.
Her qualifications include B.BusSc (Honours in Finance), Chartered Accountant (SA), CFA (Part 1), CISA designation. She completed the Executive Innovation Programme at Singularity University in 2018 and a Post Graduate Diploma in Design Thinking and Strategy in 2019.
John O’Neill, Global Head of Digital Assets Strategy, HSBC https://www.linkedin.com/in/johnpatrickoneill/
Alex Batlin, Managing Director Bitpanda Custody https://www.linkedin.com/in/batlin/
Who can come?
This is an invitation-only event. If you have not received an invitation but would be interested to attend, please email Wendy Gallagher at firstname.lastname@example.org
What do I need to do?
To read Dr Hunt’s paper, please visit https://www.digital-issuance.com/papers. To accept our invitation to this event, please RSVP me, Wendy Gallagher, at email@example.com
This event is sponsored by Fidelity International
Fidelity International offers investment solutions and retirement expertise to institutions, individuals and their advisers around the world. We bring together savings and pensions expertise with world-class investment choices – both our own and those of others – to help our clients build better futures for themselves and generations to come.
As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for 50 years. We do this by developing specific retirement needs focused investment solutions for clients, their advisers and the defined benefit and defined contribution pension schemes around the world whose assets we manage.
We also offer comprehensive services relating to investing: For individual investors and their advisers we provide guidance to help them invest in a simple and cost-effective way. For institutions including pension funds, banks and insurance companies we offer full-service asset management outsourcing as well as custom tailored investment solutions. And for employers we provide workplace pension administration services on top or independently of managing their pension assets.
Read more at fidelityinternational