Timezone: BST. The agenda is subject to change
09:40am | Leading the way in asset raising: navigating marketing restrictions, due diligence and investor reporting
This session will explore how investment managers can rethink their approaches to marketing by using new tools to understand regulatory requirements in different jurisdictions and to better target new pools of capital. It will consider how managers can better automate the investor due diligence process and adopt new approaches to investor reporting.
10:25am | Breakout sessions
Breakout session A: Cross-border marketing in the EU/UK after Brexit - how to maintain an edge
Post-Brexit, firms have had to grapple with how to structure their cross-border activities. There are critical distinctions as to what is permitted across the EU as well as in the UK. Firms need to identify what they can do as well as how to stay on top of regulatory changes. It’s then vital to consider how this information can be operationalised internally. Can technology/AI provide a silver bullet?
Breakout session B: How considered marketing supports business flow
- How to communicate successfully with investors and stakeholders using digital touchpoints
- The changing attitude of fund marketing to promote transparency and visibility
- The importance of brand for individuals and funds to ensure social proof and due diligence
- How to build a comprehensive brand strategy using mixed media
11:20am | Unlocking the benefits of space
The UK’s space sector is fast growing, globally competitive, and plays a role in all parts of the economy, national security, and everyday life. Find out more about how policymakers are working with investors and start-up companies to support investment in the UK’s space economy.
11:50am | Securing information and navigating cyber challenges: new frontiers, new defences
This session will explore the realm of information security and digital resilience within asset management, exploring technological advancements and strategies to combat the growing threats of cyber-attacks and technology outages. It will consider tactics on mitigating risks, adapting to regulatory changes, and leveraging cybersecurity for strategic opportunities.
12:35pm | Breakout sessions
Breakout session C: Data sourcing and AI – challenges and opportunities
Data is essential for harnessing the power of AI to support decision making and improve efficiency for asset managers and their providers. This session will explore the factors that determine the legal risk profile in data sourcing and AI, and the practical steps that can be implemented to reduce risk.
Breakout session D: Impacts of Generative AI in Due Diligence for the Alternative Investment Industry
This session will delve into AI-powered tools, specifically industry-trained AI tools, and share insights on how they can enhance the efficiency and accuracy of DDQ and RFP processes. We will highlight case studies and real-world examples to demonstrate the practical benefits, including
- improved accuracy and transparency,
- centralised data management, and
- time savings.
1.20pm | Lunchtime group networking
Grab a plate and join one of the small informal discussions focused on a key topic. The objective of the networking tables is to give attendees an opportunity to network and share perspectives with other attendees with similar interests or areas of focus.
Networking tables
- Asset raising
- RegTech
- Digital assets
- Gen AI, what’s next
- AML/KYC technology & solutions
- Cyber security and Operational Resilience
2:30pm | RegTech in practice: managing compliance risk and reducing costs
This session will look at technologies and systems used by firms to support risk and compliance, such as identity verification and KYC, regulatory reporting, change management, market abuse surveillance, and consider how RegTech solutions can optimise oversight and reporting, cost effectively.
3:15pm | Breakout sessions
Breakout session E: Understanding AI: navigating hallucinations and real-world obstacles
What are some successful approaches to LLMs implementation currently? Where is the strongest value add?
After more than 13 months testing of LLMs explicitly for alternative investment space and developing a custom approach, we will share findings and pitfalls of an AI journey within the industry. The Digital Transformation of Asset Management
Breakout session F: The digital transformation of asset management
How innovation, technology and culture is reshaping the operations and administration in Alternative Investments. The creation of fully integrated platforms addressing the fund management life-cycle, aligning data and workflows. And where do blockchain and tokenization fit in to enhance efficiency and expand distribution markets.
4:05pm | Breakout sessions
Breakout session G: Enabling private markets strategies in your infrastructure
- Why are private markets in focus?
- What are the options in the alternative space?
- Key operating challenges in Private Funds
- What a typical platform architecture should look like?
- Approach for managers who deal with both traditional and alternatives (private markets)
Breakout session H: Using cybersecurity to promote investor/regulator confidence
Regulators aren’t the only outside influence on investment managers' cybersecurity requirements. Allocators and investors are taking a hard line on reducing risk. Join us to discuss how to make a strong and mature cyber program that gets the attention of LPs:
- Hear the latest expectations of an allocator
- Ways to handle benchmarking within an LP portfolio and against peers.
- Can good cyber create a return on investments
4:35pm | The evolution of investment processes and advancements in portfolio optimisation
This session will delve into how operational and technological advances are reshaping investment processes, from trading infrastructure to portfolio optimisation. It will explore how firms are rethinking their approach to investing, harnessing new value from more efficient and data-driven practices, and facilitating informed decisions through innovative data management and portfolio strategies.
