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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!



Moderator:         Christian Marchand, Administrator, PROFILE Software Suisse

Keynote Speakers: Oliver Gajda, Chairman, European Crowdfunding Network
  Stéphanie Hodara El Bez, Partner, Altenburger LTD legal + tax
  Julien Pache, Managing Partner - COO, Investiere
  Steffen Binder, Co-founder- Research Director, MyPrivateBanking Research
  Eric Pascal, Director of Innovation and Mobility, AiM Services
  Nikos Zorbas, Business Unit Manager, PROFILE Software
  Ioannis Mallios, Solutions Manager, PROFILE Software
The event has 3 sessions with the following structure:
13:30   Registration and Welcome coffee

Welcome; About PROFILE Software; Introducing Speakers, Christian Marchand

  Session 1 The Crowdinvesting Marketplace; Addressing the concerns of the Alternative Finance Market
  14:10 Crowdfunding Industry, Oliver Gajda
  14:30 Opportunities and challenges of crowdlending and crowdfunding platforms, Julien Pache
  14:50 Practices in other countries, Ioannis Mallios
  15:10 Q&A
15:30   Break
  Session 2 Challenges for IAMs and Private Banks; Crowdfunding; Technology; Client Service
  15:40 The "mobile revolution" in Wealth Management, Steffen Binder
  16:00 What are the security concerns and solutions when using mobile devices? How can you be compliant with regulations (ISO 27001)?, Eric Pascal
  16:20 EXCLUSIVE PREVIEW: “Cloud” at the service of IAMs, Nikos Zorbas
  16:40 Q&A
17:00   Break
  Session 3 The Regulatory Perspective; How will the Wealth Management and Crowdfunding Industry be affected?
  17:20 LSFin /LEFin: The new Regulatory Framework for the Swiss financial market, Stéphanie Hodara El Bez
  17:50 Q&A - Conclusions, Christian Marchand
18:00   Cocktail & Networking reception
19:00   Ends

Registration is now closed. View the Video from the event here

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