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The Financial Services Club London Agenda, Winter 2011

For those who are interested, here's the Financial Services Club's forward agenda for Q3/Q4 2011

Download Season outline 2011-2012 (PDF)

And, if you haven't joined the Club yet, why not?

If you want to attend any of these events, join the Club!

 

Thursday, 08 September 2011

  • What is the future for Global Finance?
  • Professor Michael Mainelli, Emeritus Gresham Professor of Commerce and founder of z/Yen
  • Tuesday, 27 September 2011

  • Christophe Langlois, Founder & CEO, Visible-Banking.com
  • Being a successful bank through social engagement
  • Wednesday, 05 October 2011

  • The Future of Global Transactions
  • Wilco Dado, Head of Global Payments, Global Transaction Services (GTS), Royal Bank of Scotland; and Harry Newman, Director Banking Market Infrastructures at SWIFT
  • Wednesday, 19 October 2011

  • What is the UK regulatory regime?
  • Margaret Cole, Interim Managing Director, the Financial Services Authority (FSA)
  • Wednesday, 02 November 2011

  • Dark Pools and HFT: Good or Bad?
  • Dr Kay Swinburne, MEP
  • UK Conservative Spokesman – Economic and Monetary Affairs
  • Tuesday, 08 November 2011

  • Keynote Dinner
  • Brian Hartzer, Chief Executive Officer for UK Retail Banking, Wealth Management & Ulster Bank for the Royal Bank of Scotland Group
  • Date tbc

  • James Moed, Designer, IDEO
  • Designing the bank of the future
  • Tuesday, 10 January 2012

  • An update on EU financial services legislation and associated initiatives
  • Dr. David Doyle, EU Policy Advisor on Financial Markets
  • Tuesday, 17 April 2012

  • Keynote Dinner
  • Andy Haldane, Executive Director, Financial Stability, Bank of England
  • If you want to attend any of these events, join the Club!

     


    Thursday, 08 September 2011

    What is the future for Global Finance?

    Professor Michael Mainelli, Emeritus Gresham Professor of Commerce and founder of z/Yen

    A discussion of the key financial centres emerging, emerging and disappearing over the next decade.  Will London and New York still dominate, or will Shanghai takeover? And what will it mean to the UK markets and particularly the London community?

    Professor Michael Mainelli was the Mercers' School Memorial Professor of Commerce at Gresham College between 2005 and 2009 and is Executive Chairman of Z/Yen, a City-based risk/reward firm, where he works on strategy, technology, finance and business development.  He spent seven years as a partner and board member of an accountancy firm directing their financial services consultancy work in the UK and overseas, followed by a position as Corporate Development Director of the MoD’s Defence Evaluation and Research Agency.  Dr Mainelli is a qualified accountant, computer specialist and management consultant with a degree from Harvard in government with economics, plus a further year of mathematics and engineering at Trinity College Dublin and a PhD from the London School of Economics and Political Science, University of London.

     

    Tuesday, 27 September 2011

    Christophe Langlois, Founder & CEO, Visible-Banking.com

    Being a successful bank through social engagement

    Banks and insurers are all blogging, tweeting, facebooking and youtubing … or are they?  Christophe knows because he tracks the worlds financial firms and their success and f ailure at being social.  In this wide-ranging presentation, he will share the latest news.

    Christophe Langlois is an active blogger, an experienced presenter, advocate for Web 2.0, and is a regularly requested chairperson and speaker at conferences. Back in 2007 he launched Visible-Banking.com which quickly became the leading independent blog 100% focused on social media in banking, financial services, and insurance. Now VB is tracking over 2,000 initiatives (twitter, facebook, youtube, blogs) in 60 countries. In 2008, Christophe left his senior innovation role at Lloyds TSB to set up Visible Media Ltd and focus on helping financial institutions worldwide to better understand and leverage social media.

     

    Wednesday, 05 October 2011

    The Future of Global Transactions

    Wilco Dado, Head of Global Payments, Global Transaction Services (GTS), Royal Bank of Scotland; and Harry Newman, Director Banking Market Infrastructures at SWIFT

    Everyone talks about Global Transactions these days, but what does it mean and where is this going?  Is it just about payments, or more than payments?  Does this just mean servicing banks that are the largest volume SWIFT processors, or more? 

    As a follow-on from SIBOS and for those who could not make Toronto, this meeting will focus upon the future of Global Transactions, and will be led by Wilco Dado.

    Wilco Dado manages global payment services and cash management for corporate and institutional clients for the RBS Group.  In this role, his aim is to further develop and execute an integrated payments strategy bringing together the key challenges of payments and collections and to develop products, with a key focus on SEPA.   He was previously Head of Global Transaction Services in the Netherlands for ABN AMRO.

     

     

    Wednesday, 19 October 2011

    What is the UK regulatory regime?

    Margaret Cole, Interim Managing Director, the Financial Services Authority (FSA)

    The FSA was recently split into the Financial Conduct Authority (FCA) and Prudential Regulatory Authority (PRA) under governmental changes that bring the regulator under the management of the Bank of England.  But what is the UK regulatory drive focused upon these days, and is the FCA and PRA any different to the FSA?  The changes come into effect from 2013, but what happens in the meantime?

    To answer these questions Margaret Cole, Interim Managing Director for the Conduct Business Unit at the FSA will talk us through the key developments in the UK regulatory regime.

    Margaret Cole is a graduate in Law from New Hall, Cambridge and is a solicitor with over 20 years' experience in private practice.  From 1990 to 1995 Margaret was a Partner with Stephenson Harwood, where she was responsible for the recovery actions in relation to the Maxwell Pension Funds on behalf of the Pension Funds Trustee.  In 1995 she joined the London Office of international law firm White & Case to found and head its Dispute Resolution Department to later join the FSA in July 2005 as Director of Enforcement.  In 2009 Margaret took over responsibility for the FSA’s Financial Crime Division which merged with the Enforcement Division. In 2010 she joined the FSA’s Board as Managing Director, Enforcement and Financial Crime. In April 2011 she assumed Interim responsibility for the new Conduct Business Unit which will form the core of the new Financial Conduct Authority.

     

    Wednesday, 02 November 2011

    Dark Pools and HFT: Good or Bad?

    Dr Kay Swinburne, MEP

    UK Conservative Spokesman – Economic and Monetary Affairs

    Kay Swinburne has been instrumental in moulding the principles of the revisions to the next generation of investment markets regulations, thanks to her report – “The regulation of trading in financial instruments: dark pools etc” – from summer 2010.  The revised version of the paper was adopted by the European Parliament’s Committee on Economic and Monetary Affairs (ECON) on 9th November 2010, and means that all broker dark pools are reclassified as multilateral trading facilities (MTFs) or systematic internalisers (SIs), and that dark executions should be subject to size restrictions.

    Looking at MiFID II and beyond, are such changes to dark pools and regulations restricting High Frequency Trading a good or a bad thing?  To find out, we’ve asked Kay to tell us her current thinking.

    Kay was elected as the Conservative MEP for Wales in June 2009. This saw the Conservative Party top the elections for the first time in Wales in modern history. A successful career in investment banking has equipped her with in-depth knowledge of the global financial markets. This, combined with her experience advising businesses in Europe and the US, has led to her appointment on the Economics and Monetary Affairs Committee in the European Parliament.

    At present, Kay is deeply concerned about how quickly the European Union is responding to financial service regulation without having properly looked at the impacts of what it is doing. She believes that the EU should work within a global framework as the crisis that we are facing is global; therefore it needs to work with the United States and so a global co-ordinated strategy needs to be implemented that is in line with the agenda of the G20.

     

    Tuesday, 08 November 2011

    Keynote Dinner

    Brian Hartzer, Chief Executive Officer for UK Retail Banking, Wealth Management & Ulster Bank for the Royal Bank of Scotland Group

    Brian Hartzer joined RBS from ANZ to help change the banks image.  The ‘helpful banking’ and Customer Charter campaigns of NatWest and RBS have been part of the result, but these marketing lines mean far more than just an advertising campaign as they strike right to the heart of the culture of the retail bank.  Brian has been leading that change, along with his management team, and to provide an insight into how to turnaround the ship, Brian will share his insights with the Financial Services Club over dinner.

    A Princeton graduate, Brian Hartzer joined ANZ in 1999 to run their Consumer Finance business (credit cards, merchant services and personal loans) until 2004. He then took over the full Retail bank portfolio (including SME and Wealth), and in 2008 added the role of Chief Executive Australia for all ANZ business lines, as well as Global Segment Lead for Retail and Wealth. Before joining ANZ, Brian was a financial services consultant in New York, San Francisco and Melbourne for 10 years. Brian is responsible for the UK Retail, Wealth and Ulster Bank divisions within the Royal Bank of Scotland Group (RBSG).

    Brian Hartzer is a joint US and Australian citizen and is married with 4 young children.

     

    Date tbc

    James Moed, Designer, IDEO

    Designing the bank of the future

    James Moed is a strategist and project leader at IDEO specializing in the design of user-centred financial services. Based in London, he works with clients to uncover opportunities and design new offerings for a range of cultures and consumers – from the unbanked to billionaires. James helps clients take inspiration from a wide range of industries and customer experiences to create product and service roadmaps, new business plans, and innovation management tools. His clients include Generali, Camden Council, and Nokia.

    Before joining IDEO, James spent many years developing new business opportunities in the media, working with clients including US radio station groups, Japanese comic book publishers, and MTV Europe. After earning an MBA from INSEAD, he joined Jump Associates, a Silicon Valley design strategy firm.

    James holds a BA with honours in International Relations from Brown University. That may explain why he speaks French and Portuguese but somehow believes he can get by almost anywhere.

     

    Tuesday, 10 January 2012

    An update on EU financial services legislation and associated initiatives

    Dr. David Doyle, EU Policy Advisor on Financial Markets

    David spoke at the Club a year ago, and gave an in-depth analysis of the progress of MiFID and SEPA, as someone who is on the inside track with Brussels.  In a return presentation, David will update us on the most pressing developments in Financial Markets regulation coming up in the near future, in particular the Capital Requirements Directive.

    David is known across Europe as a leading expert on EU financial market regulation.  A former diplomat with over 20 years of service on mainland Europe and now acts as an EU Policy Advisor between Brussels, London and Paris, specialising in EU Financial Services. He is a member of the Executive Board of the joint MEP-EU industry “The Kangaroo Group” at the European Parliament, the Board of Directors of the Genesis Initiative at Westminster, and sits on the Transatlantic Business Dialogue Taskforce on Capital Markets and the Corporation of London EU Regulatory Working Group.

     

    Tuesday, 17 April 2012

    Keynote Dinner

    Andy Haldane, Executive Director, Financial Stability, Bank of England

    Andy Haldane is Executive Director for Financial Stability. Andy has responsibility for developing Bank policy on financial stability issues and the management of the Financial Stability Area. He is a member of the newly established Interim Financial Policy Committee as well as several senior management committees of the Bank. He is also a member of the Basel Committee.

    Andy joined the Bank in 1989. In previous roles he has headed the Bank’s work on risk assessment, market infrastructure and on international finance. Prior to that he worked on various issues regarding monetary policy strategy, inflation targeting and central bank independence.

    Andy has written extensively on domestic and international monetary and financial stability, authoring around 100 articles and three books. He is the co-founder of a charity 'Pro Bono Economics', which aims to broker economists into projects in the charitable sector.

     

    If you want to attend any of these events, join the Club!

     

    About Chris M Skinner

    Chris M Skinner
    Chris Skinner is best known as an independent commentator on the financial markets through his blog, the Finanser.com, as author of the bestselling book Digital Bank, and Chair of the European networking forum the Financial Services Club. He has been voted one of the most influential people in banking by The Financial Brand (as well as one of the best blogs), a FinTech Titan (Next Bank), one of the Fintech Leaders you need to follow (City AM, Deluxe and Jax Finance), as well as one of the Top 40 most influential people in financial technology by the Wall Street Journal’s Financial News. To learn more click here...

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