12 April 2018, Istanbul
wealth goes digital
Robo advisors, bots, machine learning, AI, data analytics, blockchain, crowdfunding, crypto investing, digitization and others
About the Forum
The age of innovation has brought novelties to the ways financial services industry works. Asset management is not immune to the change. Robo advisors, machine learning, data analytics and digitization are only a few of the top agenda items.
Wealth 4.0 Forum offers a particular platform to meet, benchmark and interact with the market participants. Blockchain, crowdfunding, and crypto investing will be other hot topics at the event.
President @ CFA Society Istanbul
Partner @ Saha Rating
Ali Erhan Tamer @ Botudio
Atakan Yalçın @ Özyeğin University
Assistant General Manager @ Infina
Head of Financial Markets @ European Banking Federation
EVP @ Matriks
Founder @ Wealthinitiative
Executive Vice President (CIO) @ Takasbank
CM & Digital Transformation Head @ AvivaSA
WealthTech Program Lead @ KOOP
EVP @ Ak Asset Management VP @ CFA Society Istanbul
CEO @ Bulgarian Stock Exchange
President @ Turkish Capital Markets Association
Hakan Elmas @ ZEKAI
President @ Turkish Institutional Investment Managers’ Association
CMO @ Funderbeam
Managing Partner @ Adendum
Managing Director @ Guy Carpenter
FSS Cognitive and Analytics Solution Leader @ IBM MEA
Founder @ Akıllı BES
CEO @ BTCTürk
SVP and Head of Innovation @ State Street
CEO @ TechQuartier
Managing Partner @ Ludens
Capital markets evolve in an exponential fashion. Innovation changes the way securities are issued, traded, stored and cleared. Marketplaces go fully-digital. Transactions are complete in nano-seconds. Asset management runs on sophistication as crypto products are included in portfolios. The inquiry is what awaits the wealth management and capital markets in the way forward.
Turkey has a vibrant financial industry as the banks lead the way. Capital markets have also made strides in sophistication, liquidity and depth. An eye-catching growth in private pensions brings enthusiasm to the asset management industry. There are still ways and means to be tackled towards a sustainable growth. The panel hosts two experts from inside and outside of the domestic market to resonate on recent developments, challenges and opportunities.
WealthTech is a buzz word and a trending topic these days in financial industry. It transcribes into applications with AI, machine learning, data analytics and intelligent robots. The WealthTech influence in asset management is the primary goal of this session of which its speakers will bring to the board towards their professional experience. Speakers will delve into practitioner’s experience in Switzerland and Luxembourg that are among the leading locations of asset management.
The era towards self-sufficiency in capacity and infrastructure is nearly over. As customer journey comes to the fore, expectations ratchet up. Legacy systems are not always readily available to meet with the changing demand. This does not only lead to emergence of new players with agile and efficient solutions but also to a landscape where market leaders feel forced to collaborate with the new entrants. How does this landscape need to be structured to optimize the collaboration? The panelists will attempt to find answers to this question.
Despite being debated widely, regulation draws the framework of doabilities in the capital markets. This is a key element given the progressive nature of securities markets and asset management industry. Main legislative instruments such as MiFID are poised to spearhead the financial markets regulation. Countries are usually following up to converge with the key markets. The panelists will discuss the current regulatory environment in EU and Turkey and delve into future trends.
Crowdfunding has become an agenda topic only recently. It helps to promote investment opportunities that usually fall short for a VC scope. Crowdsourcing of small investors on a digital platform is also a substantial upside. The presenter will explain the underpinnings with crowdfunding, innovation aspect, tokenization and secondary market.
Making infrastructures intelligent is running amok in financial services. Artificial intelligence, machine learning, data analytics, robo-advisors and chatbots are key enablers of this process. Opinions vary across the board whereas the use cases spring up. The panel offers an opportunity to hear it from the practitioners. What is the real impact of AI in wealth management? What are the primary use cases that lead the way?
Though belated, the dramatic growth in Turkish pension industry shores up asset management. It is now a market of multi-million-pensioners and multi-billion value. The market grows as well the competition among asset managers becomes fierce. There is also an altruistic role of pensions to support financial inclusion and literacy. Digitization is one of the venues for such goal as the panelists will discuss.
Crypto currencies, crypto assets, initial coin offerings and others. All are in this panel with a particular highlight in capital markets. The whole concept is acknowledged as a game changer in the investment landscape. The presenter will discuss how and why such change comes into play.
Crypto currencies and the prevailing winds: Is it all madness, nonsense, a bubble, a scam, a ponzi scheme, and a threat to establishment? Or is it an irreversable twist of evolution, a game changer, or even a revolution? What does it mean to the man in the street? Are we getting sucked into a fatal vortex, are we falling behind, or are we galloping at full speed? Trying to make sense of it all. Can we make sense of it all? A fast paced stand-up comedy performance.
GS Workinton Türk Telekom Stadium