We are delighted to invite you to our 2023 Connect Forum event taking place on Tuesday, 16th May in Taipei.
The theme of this year's event is Embracing digital transformation, the future of funds. We'll be exploring global trends that are driving industry innovation and sharing how Calastone is supporting clients in their own digital journeys.
Agenda
09.05am – 09.15am Open and Welcome
Yumi Yung, Director, Client Relationship Management, Calastone
09.15am – 09.20am CEO Welcome statement
09.20am – 09.50am Shifting landscapes – Global perspectives driving the future of funds
The world of funds and asset management is changing driven by the global shifts in technology, regulation and ever-changing investor demands. In this session, Edward Glyn explores the megatrends that are shaping the future of the industry and how different businesses are starting to adapt and innovate.
Speaker: Edward Glyn, Head of Global Markets, Calastone
09.50am – 10.20am Building a sustainable and automated funds ecosystem
In this session, Justin Christopher shares the latest innovations in technology and product from Calastone that are driving new efficiencies and scale for clients internationally, including:
- Evolution and coverage of the Calastone global fund network
- Fund administration services including Contingent Deferred Sales Charge (CDSC) software supporting Taiwan class B shares
- Automation of settlements and account transfers
- Digital Investment and tokenisation
Speaker: Justin Christopher, MD Head of Asia, Calastone
10.20am – 10.40am – Break
10.40am – 11.10am Taiwan Market Outlook
PWC Taiwan drawn on their research and experience to share their latest insights of the economic and business outlook for Taiwan’s funds industry.
Speaker: Neptune Chen, Fintech Leader and Director, PWC Taiwan
11.10am – 12.00pm Panel Discussion: Meeting the needs of the future investor
Investor needs have shifted significantly in recent years seeing a growth in demand for more personalised and socially responsible investment solutions that meet the financial outcomes that investors demand. Our esteemed panellists will discuss this wide-ranging topic and examine how the industry is adapting to meet these growing expectations.
Moderator: Benjamin Shieh, Associate Director, Client Relationship Management, Calastone
Panellists:
- Jackson Lee, Country Head of Taiwan and Chairman, Fidelity International
- Roger Jang, Chief Technology Officer, E. Sun Financial Holdings
- Hsiao Chi Wang, Head of Security Services, Citibank
12.00pm – 12.05pm Closing note
12.05pm – 14.00pm Lunch and networking
Please note the registrations are now closed for the event.