Coffee With....AlgoMe Consulting

Welcome to the new Coffee With... AlgoMe Consulting  podcast presented by Luuk Jacobs, Partner, AlgoMe Consulting. Today he is in conversation with the latest addition to our team; Paul Mullins, Partner, AlgoMe Consulting.  The EU sees the industry’s increasing reliance on technology as putting it at risk from Cyber threat and significant IT incidents. The Digital Operational Resilience Act (DORA), is designed to minimise such issues. DORA entered into force in early 2023. In just a few months it will apply in full, which is why we have chosen DORA as today’s topic.  Luuk and Paul answer many of the questions the industry needs to answer right now such as; What should Asset Managers do to prepare? How can they design a digital operational resilience framework? How to prepare for a regulatory inspection? Listen to this instructive exploration of the topic. Get to grips with the five key steps your firm can take to become DORA ready on 17 January 2025.  Learn why for some this is a compliance exercise, while others may need to make major operational changes.   Find out all this and more by listening to them discuss the topic of DORA in our latest podcast. Guests: Paul Mullins, Partner, AlgoMe Consulting Presenter: Luuk Jacobs, Partner, AlgoMe Consulting Producer Eva Keogan   If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting. Thank you for listening and feel free to subscribe.

Now that industry conferences are back to full capacity, Pierre-Yves Rahari, Partner, AlgoMe Consulting joins us to talk about what’s on the agendas for these events and what they tell us about the industry today. From the UK and Ireland, to Europe, the US and Asia, we discuss the key topics which are coming up across the board. With a global conversation taking place around geopolitics, regulation, private assets and technology – we also look at the nuances by region. Listen and learn from this insightful discussion, as we read between the lines of the industry conference programmes and get to grips with the fundamental trends in Investment Management. Guests: Pierre-Yves Rahari, Partner, AlgoMe Consulting Presenter: Eva Keogan If you liked our podcast, please share on social media and tag us on LinkedIn @AlgoMe-Consulting and Twitter @AlgoMe_Consult. Thank you for listening and feel free to subscribe.

We see AI being applied across many industries, which is why we think it deserves to be the centre stage topic for our latest Coffee With... AlgoMe Consulting podcast.  In this episode we are in conversation with Luuk Jacobs, Partner, AlgoMe Consulting, who has been studying and working in this field for some time now. He shares his insight into the broader implications for the Investment Management industry and takes a deeper dive into topics such as product and distribution, as well as looking at  the compliance and regulation perspective.  This edition is definitely worth listening to if you’re in the industry and wanting to know more about the increasingly important subject of AI.  Guests: Luuk Jacobs, Partner, AlgoMe Consulting Presenter: Eva Keogan If you liked our podcast, please share on social media and tag us on LinkedIn @AlgoMe-Consulting and Twitter @AlgoMe_Consult. Thank you for listening and feel free to subscribe.

In our latest podcast we examine the news about this year’s banking crises, especially in the light of the SVB and Credit Suisse scenarios, and what the implications of these might be for the Investment Management Industry. We also discuss where the epicentre of financial power might lie in our post Brexit world, and among the current geopolitical uncertainties.  While we are publishing our latest podcast with a bit of delay, there is something refreshing in looking at our analysis a few weeks after the events as the initial furore calms, and we are able to take an objective view.  What really matters to us is to share with you our analysis and views on the fundamental trends in the Investment Management industry, and reflecting through the lenses of leadership, culture, regulation, fundamental geopolitical, organisational and technological trends.  Guests: Pierre-Yves Rahari, Partner, AlgoMe Consulting Presenter: Eva Keogan   If you liked our podcast, please share on social media and tag us on LinkedIn @AlgoMe-Consulting and Twitter @AlgoMe_Consult. Thank you for listening and feel free to subscribe.

Times have changed and so have work patterns. In this new episode, we discuss with Luuk Jacobs, Partner, AlgoMe Consulting, how people in the industry are working today and what this means for firms.  While the current trends might be toward a mix of home and office life – has long social distancing created a roadblock for return to the norm, or is this just the way things are? There are many implications to consider. Luuk shares his insights gathered from the industry and his own experience, on the balance between office and home working, how this impacts culture, productivity, business travel, diversity, networking and new technology. Guests: Luuk Jacobs, Partner, AlgoMe Consulting Presenter: Eva Keogan If you liked our podcast, please share on social media and tag us on LinkedIn @AlgoMe-Consulting and Twitter @AlgoMe_Consult. Thank you for listening and feel free to subscribe.

Since we started the Coffee With… AlgoMe Consulting podcast, we've seen priorities and trends emerge, peak, and in some cases dip.  In our new podcast we discuss the 2023 playbook for the Investment Management industry and we look ahead to the rest of year with AlgoMe Consulting partners Luuk Jacobs and Pierre-Yves Rahari.  We've four headlines up for discussion and they are; investment and distribution; geopolitics and regulation; technology, which of course is a very broad area and finally, we'll be taking a look at the people part of investment management to explore what this all means to those who work in the industry, especially at C-suite level. In this broad ranging discussion, we touch upon everything from AI and blockchain, the UK and EU regulatory landscape, to the challenges and opportunities we see in Ukraine and China.   Guests: Luuk Jacobs, Partner, AlgoMe Consulting Pierre-Yves Rahari, AlgoMe Consulting   Presenter: Eva Keogan If you liked our podcast, please share on social media and tag us on LinkedIn @AlgoMe-Consulting and Twitter @AlgoMe_Consult. Thank you for listening and feel free to subscribe.

Welcome to our first Coffee With... AlgoMe Consulting podcast of 2023. We decided recent news of the acquisition of RBC Investor Services by CACEIS was well worth talking about.  There have been similar transactions across the industry and this marks yet another milestone in the trend towards consolidation of service providers in the Investment Management industry. Therefore, it is more than likely a few pressing questions will come to the mind of those CXOs overseeing global fund operations and outsourcing their activities to service providers: What is the rationale for such transactions? What are the benefits for the entities involved? What is the impact of such transactions, for me as a client, or for the investors that my firm is servicing?  The acquisitions or mergers of service providers pose significant servicing and operational risks, which Investment Managers must mitigate and pro-actively manage. We examine all these questions in our conversation with Parva Consulting’s Stephen O’Brien and Junaed Kabir, and we discuss how to future-proof operations when service providers are consolidating.   Guests: Stephen O’Brien, Partner & Managing Director, Parva Consulting (Dublin) Junaed Kabir, Partner & Managing Director, Parva Consulting (Luxembourg) Presenter Pierre-Yves Rahari, Partner, AlgoMe Consulting If you liked our podcast, please share on social media and tag us on LinkedIn @AlgoMe_consulting and Twitter @AlgoMe_Consult. Thank you for listening and feel free to subscribe.

Welcome to our new episode of the Coffee With AlgoMe Consulting podcast where the topic is focused on the FCA.  The FCA has published a strategic plan for 2022-2025, and subsequently a business plan for 2022-2023, outlining how they intend to execute their 2022-2025 strategic plans. These plans reflect FCA's new approach to focus on outcomes rather than on processes, and to regulate across sectors as opposed to across segments. Why this shift in approach, and what does this mean practically speaking for firms in the investment funds industry: How should they interpret these plans? How can they adapt and prepare, especially as they operate across multiple jurisdictions besides the UK?  Guests: James Ross, industry practitioner and former Head of Regulatory Developments EMEA and APAC, Columbia Threadneedle appearing in a personal capacity Raza Naeem, Partner, Linklaters LLP appearing in a professional capacity Presenter Pierre-Yves Rahari, Partner, AlgoMe Consulting Photo credit The FCA

Putting the "I" in investments: The adoption of sustainability models in the Investment Management industry has had an impact on the development of bespoke portfolios? How do you really define bespoke portfolios for institutional and individual investors? Is this a new model of Asset and Wealth Management designed for market segments that were not serviced previously by the industry? What are the conceptual, technological, operational and regulatory requirements to support this model; is the Investment Management industry ready for this challenge?  Guests Carolina Minio Paluello, appearing in a personal capacity Phoebe Stone, Partner, Head of Sustainable Investing, LGT Vestra LLP  Presenter Chris New, AlgoMe Consulting

Some players in the Investment Management industry claim that we have now reached the bottom of the price war between active and passive funds. Others claim that besides more mergers & acquisitions; the renewed trend towards outsourcing of operations; the ongoing launch of ETF’s and other new products and share classes; the move towards wealth management, we may experience a period of more modest changes in the years to come. Has the wave of fundamental changes that has swept the in the industry in the recent years really passed its peak? Can we substantiate this claim, or are there new structural changes that we should prepare to see? Guests Emanuele Ravano, Chairman, Uni-Global SICAV Funds, Unigestion Robin Wigglesworth, Global Finance Correspondent, Financial Times Presenter Chris New, AlgoMe Consulting

The title of our new series of podcast is Path to freedom: What lies ahead of us in the Wealth and Asset Management industry? Now that we are exiting lockdowns, hopefully leaving Covid behind, and partly returning to the workplace, we have lots to discuss. Listen in to find out about our new topics and episodes we'll be sharing over the coming weeks. Guests Luuk Jacobs, Partner, AlgoMe Consulting Pierre-Yves Rahari, Partner, AlgoMe Consulting Presenter Chris New, AlgoMe Consulting

This special edition podcast is a Q&A session, with AlgoMe Consulting Partners, Luuk Jacobs and Pierre-Yves Rahari, about the upcoming ‘operational resilience’ deadline. It aims to help all those who have questions, and are looking for expert guidance and insight.   In order to comply with the Operational Resilience Parts rules, firms must ensure the operational resilience of Important Business Services is established and maintained. This podcast explores how cyber security and robust dynamic governance must be built on top of the risk management process and more, ahead of the 31 March 2022 deadline.    Guests Luuk Jacobs, Partner, AlgoMe Consulting Pierre-Yves Rahari, Partner, AlgoMe Consulting Presenter Chris New, AlgoMe Consulting Producer Eva Keogan

In the second part of our exploration of the logistics and business operational models in the Wealth Asset Management industry, we are discussing Fintech, AI, digital currency, data, security and privacy with our guests.  What are the recent trends? Who are the players? What are the implications from an organisational viewpoint, and also from the perspective of investors and industry stakeholders alike? Listen to the episode to find out more. Guests Keith Hale, Executive Chairman, TrustQuay Meagen Burnett, Chief Operating Officer, M&G Investment Management  Presenter Chris New, AlgoMe Consulting  Editor Luuk Jacobs, Partner, AlgoMe Consulting Producer Eva Keogan    

Operational resilience is making the headlines in the Wealth and Asset Management industry, with a strong push from the regulators across the UK and Europe.  Against that background, how are the operating models adapting in the industry, after having been tested to the limit during the Covid-19 crisis?  What is the implication for outsourcing, which is a prevalent model in the industry? How will these operational models stand the test of time in an industry that is continuously undergoing change?  Finally, is operational resilience the preserve of the CRO's and COO's only, or should it be seen as a cross-discipline responsibility? Guests Edith Magyarics, Chief Executive Officer, Victor Buck Services Mike Tumilty, Global Chief Operating Officer, Standard Life Aberdeen Presenter Chris New, AlgoMe Consulting Producer Eva Keogan

As we continue our series of podcasts  looking at 2021 with ‘cautious optimism’, we follow-up on our previous episode about new asset classes and products by exploring further what is prompting the Wealth and Asset Management industry towards a binary model of giant vs. niche players. With our guests we discuss in depth what trends we are observing and what that means today. We also look at who the main players are on this world stage, the implications from an investor perspective, and more broadly from a stakeholder perspective. Presenter Chris New,  AlgoMe Consulting Guests Ed Moisson, Associate Editor, Ignites Europe Antoine Dupont-Madinier, Managing Director, FIG, Panmure Gordon   Producer Eva Keogan

In this new podcast we explore how the Wealth and Asset Management industry has actively promoted the integration of private markets in the form of new asset classes and fund structures in their product range, especially in the form of cryptoassets. With our guests we discuss in depth what has prompted this trend and how they foresee it developing in the next few years - especially against the backdrop of a post-COVID and post-Brexit economy. We will also have a dive into the implications for Wealth and Asset Managers, from a strategic, infrastructure and development viewpoint.  Presenter Chris New,  AlgoMe Consulting Guests David Olsson, Vice President, Global Head of Institutional Distribution, BlockFi Swen Werner, Global Product Manager, Digital Product Management, State Street   Producer Eva Keogan

In our new podcast we look beyond the hype and take a deep dive into ESG with those in the know. The Wealth and Asset Management industry diligently integrated ESG into investment and product development processes over the past few years. Today, increasing taxonomies and regulations raises the question whether we are moving towards a standardisation of ESG? Is this practically possible given the diversity of philosophy and practice in the creation, launch and distribution of ESG solutions? Is this a desirable outcome for the industry?  Listen to our enlightening podcast where we get to the heart of the matter and discuss key developments in the UK and US. Presenter Chris New, AlgoMe Consulting Guests Alex Struc, Founder & CEO, GoalsFirst Scott Clemons, Partner and Chief Investment Strategist, BBH   Producer Eva Keogan

In the first of our new podcast series, we explore ESG and sustainability in great depth with our guests. Over the last few years, in addition to creating ESG oriented products, the Wealth and Asset Management (WAM) industry has embraced a number of stakeholder inclusion measures, which made their way into the regulation: Diversity, equality, and Gender Pay Gap reporting. Today, in a post-Covid and post-Brexit world, the City's geo-strategic position has changed and its regulatory framework is under debate. In this context, will the WAM industry be able to continue developing a purpose-driven and sustainable corporate model? Where do we stand today; and what else is planned, in practice, and from a regulatory perspective? Please listen to hear some great insights and discussion.    Presenter  Chris New, AlgoMe Consulting  Guests  Mary MacLeod, Women's Business Council, UK Government           Adrian Whelan, Global Head of Market Intelligence, Brown Brothers Harriman    Producer  Eva Keogan

At the beginning of 2021, the Wealth and Asset Management industry, is like most of the planet, feeling optimistic about the prospect of moving into a post-pandemic world in the course of this year. At the same time, in a post-Brexit context, the mind of the industry is set towards further expansion, while redefining the regulatory framework in which it operates and integrating innovation further across the board (products, technology, leadership etc.).   However, this renewed optimism will not come without its challenges. These are the fundamental changes in the industry that we invite you to explore with our guests in our new series of podcasts: "Optimism with caution".  Presenter Chris New, AlgoMe Consulting Guests Pierre-Yves Rahari, Partner AlgoMe Consulting   Luuk Jacobs, Partner AlgoMe Consulting Producer Eva Keogan

As the industry looks to refocus and adapt to a post Covid-19 world we are revisiting innovation in Wealth and Asset management.  We are joined by Alex Gawley, an innovator, investor and former Google Product Director. Alex is the co- founder of Zero Carbon Capital, an EIS fund looking to address climate change through deep science and tech innovation. Previously we have discussed the impact of various technologies on Wealth and Asset Management organisations and in this, our final podcast of 2020, we are talking about the important role values play when putting us on the path to innovation. Guest Alex Gawley, Director, Zero Carbon Capital Presenter Chris New Producer  Eva Keogan