These events took place in Madrid and Milan at the end of May and were dedicated to innovation and its impact on the future of the asset management industry. Some 140 clients attended over the two events and took part in active discussion and debate on the issues, challenges and opportunities presented in this dynamic and fast-moving area.
The topics were wide-ranging and included artificial intelligence in investment management, as well as the practical applications of blockchain technology and tokenization. Experts also considered innovation in the fintech and wealthtech industry and their impact on portfolio and investment management.
The agendas for each event are shown below. To access specific presentations, or find out more about the content covered, please get in touch with your local Franklin Templeton contact.
Welcome
Jenny Johnson, President and CEO Franklin Templeton
Disruption in banking
Domingo Mirón, Consejero Delegado Universidad Alfonso X El Sabio
How technology will change the innovation landscape
- Distribution 2.0: How technology will redefine relationships with asset management clients.
- New markets. Different investors. Game-changing platforms.
- Revolutionising how you go to market and what customers expect.
- Transformation is already here. Partnering models.
Harshendu Bindal, Head of Digital Strategy & Wealth Management, Franklin Templeton
Matt Moberg, Portfolio Manager, Franklin Innovation Fund, Franklin Templeton
The future of investments in Europe
Three 15-minute fireside chats covering the regulation shaping the future of financial assets and the financial system, the changing industry infrastructure and its far-reaching implications, and the implications for investing, lending and financing in that future.
Fireside chat #1 – Regulation and the direction of travel in Europe: MiCA and its implementation – Simmons and Simmons
Fireside chat #2 – The future industry infrastructure and how it will operate – Jorgen Oukanine, Head of Innovation, EuroClear
Fireside chat #3 – Implications for investing, lending and financing and the future of collateral – HQLA
The investment portfolio of the future
Sandy Kaul, Global Head of Digital Assets Strategy and Industry Advisory Services, Franklin Templeton
Social investing and the changing nature of investing as an activity
Sandy Kaul, Global Head of Digital Assets Strategy and Industry Advisory Services, Franklin Templeton
Rawdon Messenger, Chief Growth Officer, Linqto
The future of digital wealth is human
- The future of better investment experience.
- Combining human expertise with new technology.
- The potential for AI-driven goal-based investing to help investors to successfully stay invested and stay focused on their long-term goals.
Sven Moons, Customer Insights Expert, InvestSuite
Emilio Anting, Digital Strategy & Wealth Management, Franklin Templeton
Christophe Vande Walle, Digital Strategy & Wealth Management, Franklin Templeton
How AI is changing the business landscape
Alberto Granados, Country General Manager – President, Microsoft
Moderator: Robert Crossley, EMEA and APAC Head of Industry Advisory Services, Franklin Templeton
Welcome and agenda presentation of the day ahead
Silvia Berzoni - moderator of the event - Journalist CLASS CNBC
Michele Quinto - Country Head Franklin Templeton Italia
Welcome - Jenny Johnson – President and CEO Franklin Templeton
The digital revolution meets the Italian asset and wealth management industry - Prof. Marco Giorgino - Professor of Financial Institutions and Markets at Politecnico di Milano
An overview of the current dynamics of investment management and distribution in Italy and possible future developments.
Investment and Wealth Management State of Play: a global view by Franklin Templeton
An analysis of industry dynamics, which will lay the foundation for the possible direction of investment management.
Sandy Kaul - Senior Vice President, Head of Digital Asset and Industry Advisory Services
AI Use in Investment & Wealth Management – past, present and future
How artificial intelligence has influenced the evolution of investment platforms and asset management solutions, including providing perspectives on potential future use cases.
Robert Crossley - Vice President, Industry Advisory Services EMEA/APAC
Interview - AI in the Italian wealth and asset management industry
Paolo Di Grazia - Deputy General Manager and Head of Global Business at Fineco
Piergiorgio Grossi - Chief Innovation Credem Banca
Interviewer: Michele Quinto - Country Head Franklin Templeton Italy
Social Identity & Investing: Where We are & Where We are Going
The new offerings take advantage of and provide for users a way to expand their social identity, a concept increasingly central to digital natives. What might this mean for our future?
Sandy Kaul - Senior Vice President, Head of Digital Asset and Industry Advisory Services
Robert Crossley - Vice President, Industry Advisory Services EMEA/APAC
Evolving Distribution Models: the impact of technology in Asset and Wealth Management
Harshendu Bindal - Head of Franklin Templeton Strategic Ventures
Frankin Templeton Fintech Incubator
Margaret King - FinTech Partnership & Corporate Strategic Investments
The future of Wealth & Asset Management
Sandy Kaul - Senior Vice President, Head of Digital Asset and Industry Advisory Services
Roundtable – The future is now
Francesco Germini; - General Manager of Eurmobiliare AM SGR
Emilio Franco - CEO Mediobanca SGR
Moderator: Michele Quinto - Country Head Franklin Templeton Italia
The investment portfolio of the future
The search for a better life through one's investments will bring the portfolio to the center of investors' lives, how will this impact expectations regarding investments and services offered by asset managers?
Robert Crossley - Vice President, Industry Advisory Services EMEA/APAC
Roundtable – the status of the innovation in the asset management industry
Roger Paradiso - Head of Advisor Portfolio & Technology Solutions, Chairman, O'Shaughnessy Asset Management
Roger Bayston - Executive Vice President, Head of Digital Assets
Moderator: Sandy Kaul - Senior Vice President, Head of Digital Asset and Industry Advisory Services