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ITAS 2016

International Transfer Agency Summit

23 - 26 February 2016

Centre Culturel de Rencontre Abbaye de Neumünster, Luxembourg

The only fund operations gathering that gives you all the latest industry news
while you catch up with the leading players in the market

Jamie Woodruff, Ethical Hacker & Chief Technical Officer, PATCH PENGUIN
Jamie Woodruff

Ethical Hacker & Chief Technical Officer

PATCH PENGUIN

Jon Willis  , Chief Commercial Officer, CALASTONE
Jon Willis

Chief Commercial Officer

CALASTONE

Matthijs  Aler , COO , OHPEN
Matthijs Aler

COO

OHPEN

Ruaraidh Thomas , MD, DST
Ruaraidh Thomas

MD

DST

Michael  Weber, Head of Mutual Fund Distribution Operations, Allianz Global Investors
Michael Weber

Head of Mutual Fund Distribution Operations

Allianz Global Investors

Benoît  Durand, Head of Client Service , EDMOND DE ROTHSCHILD ASSET MANAGEMENT
Benoît Durand

Head of Client Service

EDMOND DE ROTHSCHILD ASSET MANAGEMENT

Paul  Brady , Senior VP – Head of International Transfer Agency, FRANKLIN TEMPLETON INVESTMENTS
Paul Brady

Senior VP – Head of International Transfer Agency

FRANKLIN TEMPLETON INVESTMENTS

Paul  Bodart  , former T2S Board Member , EUROPEAN CENTRAL BANK
Paul Bodart

former T2S Board Member

EUROPEAN CENTRAL BANK

Jan  Vandendriessche  , Head of Fund Platforms, VP LUX
Jan Vandendriessche

Head of Fund Platforms

VP LUX

Daniel  Andemeskel, Head of Innovation Management and Strategic Initiatives , AXA INVESTMENT MANAGERS
Daniel Andemeskel

Head of Innovation Management and Strategic Initiatives

AXA INVESTMENT MANAGERS

Jean-Benoit    Naudin, Managing Director,  INTERNATIONAL FINANCIAL DATA SERVICES
Jean-Benoit Naudin

Managing Director

INTERNATIONAL FINANCIAL DATA SERVICES

Meet and network with your peers in the fund distribution, operations and transfer agency industry – they will all be here!

Build relationships with new prospects and existing contacts - during the coffee breaks, lunches, VIP roundtables, breakfast briefings and the drinks reception.

Discuss & debate the latest issues emerging and get your opinions heard – whether through the insightful panels, champagne roundtables or interactive polling.

Obtain critical insights into the world of Fund Operations and Transfer Agency - from new research and cutting-edge presentations.

How can your business take advantage of the opportunities at ITAS 2016?

A limited number of high-level thought-leadership and business development opportunities still exist at ITAS 2016 – giving you an exclusive chance to promote your organisation's expertise and service offerings to an audience of senior-level representatives of the fund operations and transfer agency industry. Click here for more details.

Very interesting and interactive presentations and panels where critical business issues are addressed by true experts of the fund distribution world.


Etienne Carmon, CACEIS

Companies Already Confirmed To Attend Include:


accelerando associates
Allianz Global Investors
Austrian Financial Market Authority
Aviva Investors Luxembourg
AXA INVESTMENT MANAGERS
BABSON CAPITAL MANAGEMENT
Bank Hapoalim
Bank Lombard Odier & Co
BlackRock
BNP PARIBAS SECURITIES SERVICES
Bravura Solutions UK Ltd
Broadridge Financial Solutions, Inc
BROWN BROTHERS HARRIMAN
BVI
CACEIS
CALASTONE
Capital International Sarl
Citco Fund Distribution Services





Clearstream Banking
COO Connetct
Daily Fintech Advisers
DST
Edmond Rothschild Asset Management
Euroclear
European Central Bank
FINALYTIQ
Franklin Templeton Investmenets
Fundsquare
GFA SA
HKIFA
idea group
International Financial Data Services
JP Morgan Asset Management
Jupiter Unit Trust Managers Ltd
LIPPER
Natixis Global Asset Management


Ohpen
Orbis Investment Advisory
Patch Penguin
PIMCO
PLATFORUM
Quartal Financial Solutions
RBC Investor & Treasury Services
Riva Financial Systems
Societe Generale Securities Bank & Trust
Standard Life Investments
State Street
SWIFT
The Distruption House
Victor Buck Services
VP LUX

Plus view full list here

2 brand new workshops for ITAS 2016

One thing is certain - the way we do business today is likely to change dramatically in the coming years. In this one-day session, you and your executive team will get a high-level briefing on the latest worldwide developments in:

Bitcoin and other electronic currencies - Payments and transactions - Online banking - Crowdfunding - Crowd equity - Private equity - Venture capital - Wealth management - Social networks - Peer-to-peer lending - Microfinance - Exchanges - ETFs - Enablers/infrastructure - Wallets - Artificial intelligence - Identity - Security

The workshop takes place in four parts:

  1. An overview of the landscape for each area named above
  2. A deeper dive into key developments
  3. Workgroups
  4. Discussion of areas for further investigation

View the FinTech In Focus workshop agenda

Asset managers have been assessing the FATCA requirements since early 2010 and the IGA and CDOT requirements since 2012. With most registrations completed and the onboarding requirements effective from 30 June 2014, asset managers have recently been able to narrow the scope of project teams as many programs and procedural requirements have been moved into ‘business as usual’. Now, with the early adoption of CRS scheduled for January 2016 for account on-boarding and 2017 for information exchange, penalties await firms unable to fully comply. The time is now for asset managers and service providers in the industry to re-engage, re-analyse, resource and prepare for multi-lateral, tax related, information reporting for the first time.

View the Common Reporting Standards workshop

Watch ITAS TV for a taster of the event & for interviews with some of the 2015 key speakers

Get A Taster Of The Event - watch video highlights from ITAS Europe 2015.

We caught up with Andrea Mornanto - Director, Head of Client Service and Relationship Management, Invesco Asset Management - at ITAS 2015 and asked him what he thought about the current TA landscape. Here, he gives us his opinions on how fund purchasing will developing in the coming years,what MiFID II will do to businesses, and how the buy/sell process for hedge funds could be made more efficient for fund distributors.

Denise Jud, Executive Director, Head Legal Distribution, Swiss & Global Asset Management, discusses the framework provided by UCITS & AIFMD passporting rules to advance cross-jurisdiction selling, the main regulatory drivers in cross-border fund distribution outside Europe, and the potential challenges and opportunitiesfor the fund distribution landscape with the upcoming MiFID II legistlation.

We caught up with David Moffat, Group Executive, International Financial Data Services, at ITAS 2015 and asked him what he thought about the current TA landscape. He told us what he thought about where new lines of business can develop amidst a sqeeze in TA revenues, how fund purchasing will develop in the coming years, and how MiFID II will affect business.

Click here to watch more ITAS TV.

Good mix of presenters and topics. Also plenty of options for networking with peers.


Alec Whiting, M&G Investments