Fintech Interactive Forum: Asset management - rise of the machines
Fri 01 Mar 19 at Inmarsat Conference Centre, London

Fintech is not a new phenomenon or trend. It previously brought us banking cards, automatic tellers and internet banking. All things we take for granted today.

 It is the pace of development that makes Fintech so exciting. We know that the way financial institutions interact with their customers will change to a degree that will make today’s practice hardly recognisable. The engine of this transformation is machine learning.

 Through algorithms and AI, machines will execute highly complex tasks that we are incapable of processing. Every day we are offered utopia and dystopic scenarios, from the infinite possibilities of computer power and eradication of human error to machines taking over the most-sophisticated jobs. But where is the truth?

 Find out if the current applications of the new technologies are being used successfully in the investment profession. Does it enhance performance? What, if any, are the ethical implications? Is it human vs machine, or human and machine?

Discover what the future for the investment profession holds, what skills will you need to acquire and how to remain relevant as financial technologies develop.

Find out the answers to these questions and more at our 2019 Fintech Interactive Forum, Asset Management: Rise of the Machines.

View photos from the 2018 conference. 

What your ticket includes

For the member rate of £80 you will have access to:

  • A programme of senior level speakers
  • 5 hours of CPD
  • Networking lunch 
  • A further opportunity to network at the drinks reception

Please note if you require special assistance or have specific access requirements, please contact the events team at

Please follow this link for full speaker details. 

10:00     Registration & refreshments

10:25     Welcome address, Helen Thomas, CFA, CEO, BlondeMoney

10:30     Artificial intelligence and its potential impact on the CFA Institute code of ethics and standards of professional conduct

Corey Cook, CFA, Member of the CFA Institute Standards of Practice Council

10:35     Plenary session- Key Technology and Business Trends in 2019

Geoff Kates, CEO, HTF (HardToFind) Group  

11:25     Choice of discussions

Session 1 - Machine Learning vs Economics

Mikey ShulmanHead of Machine Learning, Kensho 

Session 2 - Factors, Smart Beta and AI

Nick Millington, Co-head Quantitative Equities, Aberdeen Standard investments

Short sessions:  

Clare Flynn-Levy, Founder & CEO, Essentia Analytics

Using data to help achieve best execution

Pete Egglestone, Co-Founder, Director, BestX

Giving time back through intelligent process automation

Lucas Wurfbain, Managing Director, FeedStock

12:15     Choice of discussions

Session 1 - AI/ML applications in digital channels  

Reginald Warlop, Global Head of Digital – Wealth & Insurance, Retail Banking & Wealth ManagementHSBC

Session 2 - A new way of communicating with financial consumers

Vinay Jayaram, CEO and co-founder, Envizage 

Short sessions:

Anne Reaney, European Head of Sales, Truvalue Labs

Edward Challis, Co-founder & CEO at re:infer

Matt Storey, Managing director of Client Integration and Support, SteelEye

13:00     Lunch

13:45     Plenary session - Launching an AI fund

Yasin Rosowsky, Head of AI Research, Arabesque 

14:35     Choice of discussions

Session 1 - Digital assets and the future of markets

Swen Werner, Managing Director, State Street 

Session 2 -  Making Blockchain Real: Charting a Course to Generating Business Value in Asset Management

Tim Grant, Founder and CEO, DrumG Technologies

Session 3 - The Technology Revolution is Private Assets

Paul Lacey, Product Manager, Delio

James Davies, Lead Technical Architect, Delio

15:25     Plenary session - Your newest team member: How AI will grow your career

Julie Chakraverty, CEO, Rungway, Non Executive Director, Santander UK

16:10     Artist’s day summary

16:20     Chair’s final remarks

16:30     Networking reception 

When and where?

Friday 01 March 19

Registration: 10:00
Event: 10:30 - 16:30

Inmarsat Conference Centre, 99 City Road, London EC1Y 1AX
View map | View directions

Nearest tube station
Old Street
TFL journey planner


Member - £80
Non-member - £200

This is eligible for 5 CPD hours