CorpActions 2019
Our agenda will be updated continually as we progress towards October 16th with our final speakers, content coverage updates and more welcome surprises. Join us in the heart of Canary Wharf.
8.15 | Registration Opens
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Morning refreshment and pastries
Meet the exhibitors including product demonstrations and begin networking with your peers from across Europe |
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8.50 | Chairman's Welcome
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Jon Burrows, Global Head of Technology, Global and Direct Custody, Citi |
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9.00 | Chairman's Overview: Change Is A Constant: A Technologist's Overview Of Automation In Asset Services, Problems and Solutions
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Jon Burrows , Global Head of Technology, Global and Direct Custody, Citi |
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9.30 | Complexity, Risk and Reporting |
Adam Stern, Managing Director, Ibacas Consultancy |
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10.15 | The Shareholder Rights Directive II And CSDR's Impact On Market Players
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The Shareholder Rights Directive II (SRD II) impacts European companies who have their registered office in a Member State and the shares of which are admitted to trading on a regulated market. With trillions in assets, the Directive encourages the long-term engagement of shareholders in these companies, reinforce shareholders’ rights, increase the transparency of institutional investors, asset managers and proxy advisors and through this places strict compliance obligations on market participants. We will review what this means for asset servicing and corporate actions professionals and hear from those actively sitting on the appropriate industry task forces, key market participants and solutions providers. How has the implementation gone for asset managers since June and what are the coming implications for custodians and other intermediaries? Mathieu Mitevoy, Head of Product Management Europe, Euroclear |
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11.00 | Networking Break with Vendor Demonstrations
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11.30 | Automation, Innovation and Disruptive Technology: Winners And Losers
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There has been a lot of buzz around the potential of new tech in the post-trade space and various industry pilot projects and strategic coalitions formed. The AMI-SeCo Harmonisation Steering Group (HSG) has also established a Fintech Task Force (Fintech-TF)* with a detailed overview of corporate actions. What is the current situation with automation trends, what have been the results so far with disruptive technology on operations teams and what is the likely impact for the future? Michaël Shinghidian, Head of Corporate Actions, Amundi Asset Management George Harris, Business & Project Management - XSP Securities Finance & Processing, FIS Jon Burrows , Global Head of Technology, Global and Direct Custody, Citi |
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12.15 | Developing A Global Business Strategy And Appropriate Operating Model
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How do organisations manage corporate actions and asset servicing globally when operating in different territories (or having key customer bases in other territories)? Simon Bennett, (moderator), Principal, Domain Matters |
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13.00 | Networking Lunch
Meet the exhibitors and network with your peers |
2.00 | Analytics, automation and regulation: what next for data sourcing?
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We open the afternoon session with a discussion about what has changed for corporate actions data sourcing in the new age of data and analytics.
The topics covered will include: |
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2.40 | Presentation: Asset Services Tax - Compliance, Technology And Transformation
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An overview of key asset services tax compliance and automation issues from a leading market expert and widely published author, followed by a Q&A to enable attendees to get a better understanding of some of their taxation and STP related concerns. Tax Tax Baby – Comply! The connection between regulatory compliance and operational compliance Tax Wars – over-withholding, underwithholding and TRACE in the middle Nine million bicycles in Beijing – digitising tax forms to speed up STP in corporate actions Ross K McGill, Chairman, TConsult |
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3.15 | Networking Break With Sponsors
Afternoon refreshment and pastries |
3.45 | Joint Presentation: by the European Central Bank and ISLA: Collateral Management Harmonisation, CSDR and SFTR
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The presentation will be split into two areas, as follows: * What Standards have been agreed by industry stakeholders? * What are the next steps towards implementation of the Standards? ISLA: *SFTR Primer – Securities Finance Transaction Regulation in 3 minutes. * SFTR Requirements for Corporate Actions – What the regulator has specified for reporting the effects of Corporate Actions * ISLA’s approach to developing a Best Practice for Corporate Actions under SFTR * Unique issues presented to Corporate Actions under SFTR reporting * Plans for the future of the ISLA Corporate Actions Working Group Gary McNamara, Advisor, European Central Bank |
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4.30 | Automation and Innovation Case Study
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A detailed exposition on how a major global investment bank has tranformed its automation processes for itself and its clients by the use of digitisation, Artificial Intelligence, and Virtual Agents. |
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5.00 | Chairman's Closing Remarks
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