Chief Operating Officer Leaders Conversation Agenda

CHIEF OPERATING OFFICER LEADERS CONVERSATION

AGENDA

November 17, 2015 @ The Fullerton Hotel

Time Session
8:30 – 9:00am

Registration & Coffee

9:00 – 9:05am

Welcome Remarks

Shruti Advani
Editor
Asian Private Banker
9:05 – 9:45am

Front Office Client Engagement

Over the last two years, several private banks in Asia have rolled out new front-end solutions or applications. What are the key functionalities of these applications? What are the most important business decisions that COOs will have to consider when building these solutions? How are the business processes in the middle and back office streamlined to accommodate these new front office solutions?

Moderated by:

Priyanka Boghani
Senior Reporter
Asian Private Banker

Conversation Catalysts:

Dushyant Kapoor
Strategic Services and BFSI Consulting Leader
Cognizant
Manoj Bhojwani
Head of Asia Private Banking
Coverage IT
Credit Suisse
Florence Kui
COO, Asia
Goldman Sachs
Private Wealth Management
Markus Weidmann
Head of IT Asia
LGT
Ketan Samani
Chief Digital Officer
Asia Pacific
UBS
9:45 – 10:25am

Big Data, Big Plans

Big data or analysing unstructured information is touted as the next technological wave to hit the private banking industry. The data that the bank collects about its clients, trades, and processes are also its most valued assets. How apt are “big data” strategies for private banks? What kind of big data infrastructure is required for a successful solution? How do external vendors play a role in big data? Are there security and regulatory concerns?

Moderated by:

Paris Shepherd
Managing Director
Asian Private Banker

Conversation Catalysts:

Andrew Au
Chief Executive Officer
AGDelta
Patrick Dreyfuss
COO Wealth Management Group
DBS Bank
David Ong
Head of Business Insights
UBS Wealth Management Asia Pacific
10:25 – 10:35am

Knowledge Presentation: Buy Versus Build

What conclusions can be drawn from the latest data on the buy versus build and core versus non-core conversations within private banks? Is outsourcing the way to go for banks? What capabilities are being outsourced and which vendors are winning?

Presenter:

Cyrus Daruwala
Managing Director, Asia Pacific
IDC Financial Insights

10:35 – 10:55am

Networking & Coffee Break

10:55 – 11:35am

Data Security and Cyber Crime

Cyber risk is a growing concern in Asia, particularly among financial institutions with high volumes of client data. How are private banks managing their human and technical vulnerabilities? What are the latest technological advances in cybersecurity that will let the COO sleep well at night?

Moderated by

Cyrus Daruwala
Managing Director IDC Financial Insights

Conversation Catalysts:

Sonjoy Phukan
Chief Operating Officer
Asia, Middle East & Africa
Barclays
Markus Gnirck
Co-founder
Startupbootcamp Fintech
Pierre Noel
Chief Security Officer, Asia
Microsoft
11:35 – 12:15pm

Strategy: Plans, Budgets and Headcount

Private banks in Asia are pursuing a diverse range of plans and priorities, as cost/income ratios stimulate difficult conversations. Many of these plans harness the use of technology. What are some the innovation strategies currently being pursued in Asia? What is the motivation behind the run-the-bank and change-the-bank mandates? What models could work in Asia, and their implications for budgets and headcount?

Moderated by:

Shruti Advani
Editor
Asian Private Banker

Conversation Catalysts:

Manoj Bhojwani
Head of Asia Private Banking
Coverage IT
Credit Suisse
Venkatesh Narasiah
COO, Asia Pacific
Deutsche Asset & Wealth Management
Hwee Soon Sim
Chief Operating Officer Asia
Morgan Stanley Private Wealth Management
12:15 – 12:35pm

Champagne Reception

12:35 – 2:00pm

Technology Awards for Excellence Gala Luncheon

Please note all conversations are off-the-record and subject to Chatham House rules. The desire of Asian Private Banker is to foster a spirit of candid and informal experience sharing among peers during this Leaders Conversation.

Partners:

Networking Partner

Appway

Knowledge Partner

IDC