At Metropole, Geneva
Thursday, 26 March 2015, 13:30 - 19:00
Join Profile Software’s annual financial services meeting to get a view from the industry experts on the latest trends in the areas of crowdfunding, investment management as well as mobile and cloud technologies in the Swiss marketplace while discussing regulatory concerns. This year the event has the valuable contribution of keynote speakers from three domains to elaborate on the existing landscape of crowdfunding, the platforms and the tools available.
We will present industry research findings on the Private banking sector and what technology has to offer to increase client engagement and prompt response to market requirements.
The crowdfunding sector is still developing with different "variances" in each country, however there is an opportunity for investment firms and crowdfunding platforms to work together for the benefit of their business and of course of the end consumer!
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Moderator: Christian Marchand, Administrator, PROFILE Software Suisse
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| Keynote Speakers: |
Oliver Gajda, Chairman, European Crowdfunding Network |
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Stéphanie Hodara El Bez, Partner, Altenburger LTD legal + tax |
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Julien Pache, Managing Partner - COO, Investiere |
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Steffen Binder, Co-founder- Research Director, MyPrivateBanking Research |
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Eric Pascal, Director of Innovation and Mobility, AiM Services |
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Nikos Zorbas, Business Unit Manager, PROFILE Software |
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Ioannis Mallios, Solutions Manager, PROFILE Software |
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| The event has 3 sessions with the following structure: |
| 13:30 |
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Registration and Welcome coffee |
| 14:00 |
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Welcome; About PROFILE Software; Introducing Speakers, Christian Marchand
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Session 1 |
The Crowdinvesting Marketplace; Addressing the concerns of the Alternative Finance Market |
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14:10 |
Crowdfunding Industry, Oliver Gajda |
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14:30 |
Opportunities and challenges of crowdlending and crowdfunding platforms, Julien Pache |
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14:50 |
Practices in other countries, Ioannis Mallios |
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15:10 |
Q&A |
| 15:30 |
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Break |
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Session 2 |
Challenges for IAMs and Private Banks; Crowdfunding; Technology; Client Service |
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15:40 |
The "mobile revolution" in Wealth Management, Steffen Binder |
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16:00 |
What are the security concerns and solutions when using mobile devices? How can you be compliant with regulations (ISO 27001)?, Eric Pascal |
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16:20 |
EXCLUSIVE PREVIEW: “Cloud” at the service of IAMs, Nikos Zorbas |
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16:40 |
Q&A |
| 17:00 |
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Break |
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Session 3 |
The Regulatory Perspective; How will the Wealth Management and Crowdfunding Industry be affected? |
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17:20 |
LSFin /LEFin: The new Regulatory Framework for the Swiss financial market, Stéphanie Hodara El Bez |
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17:50 |
Q&A - Conclusions, Christian Marchand |
| 18:00 |
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Cocktail & Networking reception |
| 19:00 |
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Ends |
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Registration is now closed. View the Video from the event here
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