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

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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

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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

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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

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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.

Guest:
Luuk Jacobs, Partner, AlgoMe Consulting

Presenter:
Eva Keogan

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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

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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

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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

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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

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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

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