Coffee With....AlgoMe Consulting

As industry looks to refocus and adapt to a post Covid world, the theme of this podcast is revisiting the governance model in the Wealth and Asset Management industry. 

Boards are already being challenged by prominent issues such as digital, Black Lives Matter, ESG, diversity and economic recession. Added to this is technological innovation, changing market dynamics and younger generations whose investment outcomes are likely to be different from the Baby Boomers and Generation X. 

We explore with our guests what governance model changes need to be made to address all these challenges in the new world under construction

Guests
Margaret Cullen, Founder of Think Governance Ltd., Lecturer, Researcher, Consultant and Independent Non-Executive Director 

Colin Bennett, Head of Digital Distribution, GAM, speaking in a personal capacity

Presenter
Chris New

Producer 
Eva Keogan 

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In this podcast we are in conversation with Cora Gibbons, Nuveen and Toby Boatwright, BMO Global Asset Management who have accrued two decades each of industry experience. 
Together we discuss how the Wealth and Asset Management industry has remained active in developing and launching products during the pandemic. We also look at how this activity reflects product decisions made before the crisis and what new trends we are seeing with regards to the type of products and structures that will be launched in the not too distant future and beyond. In addition, we talk about what the fundamental drivers and factors that influence new product development might be.

Guests
Cora Gibbons, Managing Director, International Product at Nuveen
Toby Boatwright, Head Of Product Development, BMO Global Asset Management EMEA

Presenter
Chris New

Producer 
Eva Keogan 

If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting.

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In this episode, our first after the Summer break, we explore how the Covid-19 lockdown has made a significant impact on the sales, marketing and distribution functions in the Wealth and Asset Management industry. We discuss what has happened, where we are now and look towards the future. Can we expect the trends and models that have emerged during the crisis to remain and sustain in the new world following the overnight switch to digital and remote interaction this year? What type of other changes, innovations and developments can we expect in these areas? How do these developments reconcile with the trends observed in the product development arena? 

Guests

Ros Price, Head of Distribution, Brookfields
Andreas Pfunder, CEO, InstiHUB

Presenter
Chris New, AlgoMe Consulting
 
Producer
Eva Keogan

If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting.

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In our latest episode our theme is Covid-19 recovery and we are also looking forward to a new world under construction. We are now several months into the crisis and we discuss these key themes: 

·       What have we learned from our guests on the impacts of the pandemic on the Wealth and Asset Management industry over the last four months? 

·       How is the Wealth and Asset Management industry preparing to move towards a new world under construction? 

As we conclude our first series in Episode 7, we explore what will be of importance for the industry in the months to come and of course, this will inform next series of podcasts coming in September.

If you want to participate in our next series of podcasts, please get in touch via [email protected]

Presenter
Chris New, AlgoMe Consulting
Co-presenters
Luuk Jacobs, Partner AlgoMe Consulting
Pierre-Yves Rahari, Partners AlgoMe Consulting

Producer
Eva Keogan

If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting.

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Our recent podcast episodes have explored the responses of the Wealth and Asset Management industry to the Covid-19 crisis and now we are going to take a macro view. As we operate in a global industry, are we seeing a global response model? Or is the crisis requiring each region to develop a specific response model of their own? We explore these and other questions with our guests from global regions including Asia, Americas and Europe. 

Presenter
Chris New, AlgoMe Consulting

Guests
Charles de Segundo, Founder, Impact Delta
Scott McLaren, Head of Hong Kong, Brown Brothers Harriman
Steve Bernat, Founding Partner, ONE group solutions

Producer
Eva Keogan

If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting.

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In this episode we focus on innovation and what it means during Covid-19. The pandemic has steered an enormous and speedy amount of innovation in medicine, pharmaceutics and other industries which have adapted to the virus. Are we anticipating similar changes or jumps in the Wealth and Management industry and what will this entail - innovative changes in products, processes, people & culture, systems, regulation? Please listen to find out where our conversation leads.

Presenter
Chris New, AlgoMe Consulting

Guests
Colin Bennett, Head of Digital Distribution, GAM, speaking in a personal capacity
Dmitry Bagrov, Managing Director, DataArt UK

Producer
Eva Keogan

If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting.

Thank you for listening and feel free to subscribe.

In our fourth podcast we discuss Covid-19 and the changing expectations of leadership in the Wealth and Asset Management industry.

Covid-19 has required the industry to deploy new ways of working and interacting with each other. With remote working now established, we are all looking for a way back to the office but we don’t have all the answers yet. How is this impacting leadership in the Wealth and Asset management industry, and what are the expectations of people in the industry in a post-Covid-19 world?

Presenter
Chris New, AlgoMe Consulting

Co-presenter
Pierre-Yves Rahari

Guests
Debbie McGregor, Chief Insight Officer, www.mysquadra.com
Sarah Dudney, Independent HR consultant

Producer
Eva Keogan

If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting.

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In this episode we focus on Covid-19: Never in the history of the industry have BCP plans been invoked to the extent seen over the last few months. As the world is coming out of confinement, Covid-19 uncertainty remains strong. Is the industry required to stay in BCP mode for the foreseeable future? Is BCP becoming BAU?

Presenter
Chris New, AlgoMe Consulting

Co-presenter
Luuk Jacobs, Partner, AlgoMe Consulting

Guest
Tarne Bevan, COO Interim Greencoat Capital 

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In this episode we focus on Covid-19: Where is the industry today? Where is it going tomorrow? Covid-19 is impacting the investors, products, flows, outlook and people in many different ways. Let’s learn from the observations of our guests throughout the crisis, and their outlook for the future

Presenter
Chris New, AlgoMe Consulting
Pierre-Yves Rahari, Partner, AlgoMe Consulting

Guests
Patricia Schuetz, Senior Client Portfolio Manager at Pictet Asset Management, and an experienced industry professional, specialising in fixed income

Veit Schuhen, a Senior Executive, former COO of the Maitland Group and former CEO of Citibank Switzerland

If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting.

Thank you for listening and feel free to subscribe.

Introducing our new podcast series called Coffee With....AlgoMe Consulting.

Right now Covid-19 is an extraordinary disruptor globally, to say the least. This also applies to the Wealth and Asset management industry. In this series of podcasts, we invite members and actors of the industry to share their insight on how Covid-19 is influencing the state of the industry; bringing changes to the industry’s operating models; and certainly impacting the very people who work in the industry. We explain how in this podcast.

Presenter
Chris New, AlgoMe Consulting
Guests
Pierre-Yves Rahari, Partner AlgoMe Consulting  
Luuk Jacobs, Partner AlgoMe Consulting

If you liked our podcast, please share and tag us on LinkedIn @AlgoMe-Consulting.

Thank you for listening and feel free to subscribe.