Digitalization in Capital Markets & Investment Management

Digitalization in Capital Markets & Investment Management
Latest Developments in Marketplace Financing
A Two-Part, Online Course

Date: 20^th & 21^st July 2022

WHY THIS COURSE?

The next generation of financial innovations are already being effectively deployed by the global capital markets and investment management sectors, and initiatives such as digital investment management (DIM), initial exchange offerings (IEO), equity crowdfunding (ECF), peer-to-peer financing (P2P), digital asset exchanges (DAX), and digital asset custody (DAC) are embedded in today’s financial landscape. Some of these ideas are not new – forms of crowdfunding, for example, have been around for centuries. However, how these ideas are applied to contemporary financing and capital-raising, and the technology being deployed is very much cutting-edge. With companies of all sizes looking to access marketplace financing, and with digital assets becoming evermore mainstream, gaining a thorough understanding of what these products are, how they are applied and how they will evolve is crucial. This is true for all market participants: advisors and intermediaries, investors, entrepreneurs and companies seeking finance, and regulators and market supervisors.

This 6-hour online course introduces key concepts and mechanics of marketplace financing and key parties in the process. The program dissects current, significant digital initiatives, such as robo-advisory, equity crowdfunding, peer-to-peer financing, and examines market characteristics, features, opportunities, and challenges. We then take time to assess important considerations such as risk, regulation, and future innovation, assessing the potential for market growth and further product development.

Key Learning Takeaways
- Understand how technology is being applied to global markets, and the main mechanisms and platforms being used to do this.
- Identify main players and activities, and how this is changing global markets.
- Examine in detail the workings and objectives of crowdfunding, crowd investing, robo-advisory and digital investment management platforms.
- Understand the global environment for the evolution and application of these initiatives.
- Understand how regulators have responded to digital initiatives and assessing how financial institutions should position themselves.

Fee

1 participant: RM2,000/$500
2 participants: RM4,000/$1000
3 participants: RM6,000/$1,500
4 participants: RM8,000/$2,000
5 participants: RM10,000/$2,500

Early Payment Discount: Payments made on or before 13^th July 2022 will receive a 7.5% discount. Payments received after this date will be re-invoiced for the full amount.

In-house/group training

If you are looking for an in-house training program or wish to send a group to an existing public program, kindly please contact Andrew Tebbutt at [email protected] or +603 2162 7802.
Learn More

For enquiries please contact:

Mathias Sosovele
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 25

Normariya Sariman
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 44

Ramesh Kalimuthu
Events Sales Director
[email protected]
Direct Line: +603 2162 7800 ext 65
Fax: +603 2162 7810

For sponsorship & speaking opportunities:

Andrew Tebbutt
Managing Director
[email protected]
Direct Line: +603 2162 7802

For marketing and media enquiries

Yuggeswary Sundranathan
Events & Publishing Marketing Manager
[email protected]
Direct Line: +603 2162 7800 ext 22

Digitalization in Capital Markets & Investment Management
Latest Developments in Marketplace Financing
A Two-Part, Online Course

Date: 20^th & 21^st July 2022

7.00am - 9.00am
UK

10.00am - 1.00pm
UAE

2.00pm - 5.00pm
Singapore/KL

WHY THIS COURSE?

The next generation of financial innovations are already being effectively deployed by the global capital markets and investment management sectors, and initiatives such as digital investment management (DIM), initial exchange offerings (IEO), equity crowdfunding (ECF), peer-to-peer financing (P2P), digital asset exchanges (DAX), and digital asset custody (DAC) are embedded in today’s financial landscape. Some of these ideas are not new – forms of crowdfunding, for example, have been around for centuries. However, how these ideas are applied to contemporary financing and capital raising, and the technology being deployed is very much cutting edge. With companies of all sizes looking to access marketplace financing, and with digital assets becoming evermore mainstream, gaining a thorough understanding of what these products are, how they are applied and how they will evolve is crucial. This is true for all market participants: advisors and intermediaries, investors, entrepreneurs and companies seeking finance, and regulators and market supervisors.

Key Learning Takeaways
- Understand how technology is being applied to global markets, and the main mechanisms and platforms being used to do this.
- Identify main players and activities, and how this is changing global markets.
- Examine in detail the workings and objectives of crowdfunding, crowd investing, robo-advisory and digital investment management platforms.
- Understand the global environment for the evolution and application of these initiatives.
- Understand how regulators have responded to digital initiatives and assessing how financial institutions should position themselves.

Who Will Benefit?

Capital markets participants, advisors, and intermediaries.
Investment managers.
Corporate finance teams at financial institutions and corporates.
Entrepreneurs.
Financial regulators and supervisors.
Private equity and venture capital funds.

Program Format

This two-part training program will be delivered online through a stable, secure and free-to-access platform. The program itself will be delivered through lectures, worked examples and case studies in order to ensure a detailed and practical understanding of the program content. Participants will have plenty of opportunity to ask questions and interact with the program director. Login details and program materials will be sent to participants upon receipt of payment

Fee

1 participant: RM2,000/$500
2 participants: RM4,000/$1000
3 participants: RM6,000/$1,500
4 participants: RM8,000/$2,000
5 participants: RM10,000/$2,500

Early Payment Discount: Payments made on or before 13^th July 2022 will receive a 7.5% discount. Payments received after this date will be re-invoiced for the full amount.

In-house/group training

If you are looking for an in-house training program or wish to send a group to an existing public program, kindly please contact Andrew Tebbutt at [email protected] or +603 2162 7802./p>

AGENDA AND FORMAT

Each session will be interactive in a seminar format, with participants encouraged to engage with questions throughout.

PLATFORM

AGENDA

Part One

Introducing key facts, concepts, characteristics, applications, and technologies:

Crowdfunding.
Crowd investing.
Marketplace financing.
Who is raising money?
Threats and opportunities for incumbent financial institutions.

Introducing the concepts and characteristics of robo-advisory and digital investment managers.

An introduction to current digital initiatives, the objectives of each, the key players involved, and how they differ:

Detailed examination of licensed fintech players: digital investment managers; digital brokers and online distributors.
Detailed examination of registered fintech operators: ECF; P2P financing; DAX; IEO and DAC.

The inherent risks and challenges of capital market digital initiatives.

Opportunities for further market and product development.

Quiz.

Part Two

Nurturing and developing the digital ecosystem: challenges and solutions.

An overview of key frameworks and platform developments for digital initiatives:

Examples of successful global digital capital markets initiatives:
- Platform development, growth and evolution: what has worked?
- How have regulators approached digital capital markets and investment management initiatives?
- How do prudential and market conduct regulatory approaches differ, and how should financial institutions respond and position?
How will marketplace financing continue to evolve and what are implications for market participants?

The response of conventional financial advisors and intermediaries to innovations in technology, regulation and demand: optimizing existing businesses.

Goal-based investing as a key step in wealth management innovation.

Quiz.

EXPERT COURSE DIRECTOR

Matthew Martin
Founder & CEO, Blossom Finance

Matthew is Founder and CEO of Blossom Finance—a blockchain-based Sukuk platform for social impact investing. Matthew has been an early pioneer in the application of FinTech for Islamic finance with a background including both engineering and product management experience in the digital wallet, payment card, money remittance, mobile payments, and mobile banking sectors at venture capital funded tech startups Xoom, Boku, and Monitise.

Matthew has advised policy makers at central banks and financial services regulators on blockchain technology and has spoken as an educator to international audiences in Bahrain, Indonesia, Malaysia, Qatar, Russia, Singapore, UAE, and the USA. Prior to Blossom, Matthew started his first blockchain related venture in 2013 - back when Bitcoin was less than $100 USD - which allowed instant purchase of Bitcoin in 27 countries using just a mobile phone. At Monitise, Matthew led the team that pioneered one of the world’s first in-mobile NFC payment product for banks, and fully owned the entire delivery of that solution from technology through to commercial agreements. Prior to that, Matthew was the product architect and team lead for Monitise’s flagship iOS and Android white-label mobile banking platform, which grew to the market leading solution for the US consumer banking market. Under Matthew’s leadership, the team delivered a new platform and architecture that dramatically reduced the overall delivery time of client solutions and reduced ongoing cost of ownership while maintaining a broad range of features and customization capabilities. At Boku, Matthew was product owner of Boku Accounts: in-person payments using the world’s first Visa PayWave™ NFC sticker. Previously, as Engineering Manager of the Accounts team, Matthew led a team of 10 engineers to build a white-label payments and merchant loyalty product that resulted in a strategic investment by Visa. Before leading the Accounts team, Matthew delivered various proof-of-concepts instrumental in landing key clients such as Disney and Facebook. At Xoom, Matthew evangelized User Experience and User-Centered Design, and championed the first push into mobile; he helped design and run Xoom’s first ever user study. Prior to financial tech, Matthew worked in consumer electronics as a Software Engineer at Logitech as part of their Streaming Media Business Unit and at Benchmark Media Systems as a Software Engineer. Matthew has studied 8 languages and speaks Indonesian, Farsi, and French at an intermediate level in addition to his native English. Matthew embraced Islam in 2010 and currently lives in Jakarta, Indonesia.

WHO WILL BENEFIT?

Capital markets participants, advisors, and intermediaries.
Investment managers.
Corporate finance teams at financial institutions and corporates.
Entrepreneurs.
Financial regulators and supervisors.
Private equity and venture capital funds.

REGISTRATION

*Please note there is a fee for attending this program. Please contact us for more details.

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Before completing this registration form please read and understand our booking and cancellation policy. Thank you.

Presentation materials: – important, please read carefully

as part of our sustainability drive, we offer standard access to an electronic version of the course materials. A hard copy of the materials can be provided for a fee: RM100 per copy for Malaysia-based participants; US$150 per copy for all other locations.

Please tick here should you wish to receive a hard copy of the course materials.

Booking, Payment and Cancellation Policy – important, please read carefully

By completing, signing and revised, sent separately us this registration form you are conﬁrming participants on the program. You are also conﬁrming your understanding of our Booking, Payment and Cancellation Policy.

Cancellation Policy: If participants cannot attend the program, replacement participants are always welcome. Otherwise, participants must notify us any of cancellations or requests to transfer to a diﬀerent program at least 14 days before the program date to be eligible for a refund, less a 5% administration on fee. Participants who cancel within 14 days of the program start date are liable to pay the full program fee and no refunds will be given. Instead fees will be converted to a REDmoney Seminars voucher equivalent to the original fee, less a 10% administration charge. This voucher is transferable within your organization and must be redeemed within one year of issue or become void. If a program is postponed for whatever reason registrations and fees will be automatically transferred to the new program date. Participants who wish to transfer to a diﬀerent program will be subject to the same terms as above and charged any diﬀerence in fees. No refunds or program vouchers will be issued for a no-show.
Payment Terms: All program fees are payable upon invoice. REDmoney shall receive the full program fee with no deductions of any description. All telegraphic transfer fees, taxes and levies (domestic or otherwise) shall be borne by the sponsoring organization.

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CPE/CPD Applicable:

For enquiries please contact:

Mathias Sosovele
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 25

Normariya Sariman
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 44

Ramesh Kalimuthu
Events Sales Director
[email protected]
Direct Line: +603 2162 7800 ext 65
Fax: +603 2162 7810

For sponsorship & speaking opportunities:

Andrew Tebbutt
Managing Director
[email protected]
Direct Line: +603 2162 7802

For marketing and media enquiries

Yuggeswary Sundranathan
Events & Publishing Marketing Manager
[email protected]
Direct Line: +603 2162 7800 ext 22

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