Robo-Advisors - Open Mic Night
- 6:15pm - Doors open
Refreshments and Networking Opportunities
- 6:45pm - Session starts
Welcome address
Piotr Serwin (https://www.meetup.com/fintechtrends/members/175099312/), Fintech Trends Organiser
Presentations:
- Aneta Hryckiewicz (https://www.linkedin.com/in/aneta-hryckiewicz-72bb23137/), the CEO & Co-Founder of Capital Lab (https://www.ryzykometr.pl). Whilst being an expert in finance and banking, she is a professor at Kozminski University. Aneta has experience in investment banking, and currently seats on the board of PEKAO S.A. Investment Banking and Audit Committee. In addition, Aneta is a lecturer at various excellent universities throughout Europe with tremendous global experience.
- Paweł Skóra (https://www.linkedin.com/in/pawelskora/), owner of first Polish Robo investor Capitalist.pl (https://www.capitalist.pl/). Investment enthusiast. Portfolio Manager with over 13 years of experience in financial sector. Successfully led large-scale, full life-cycle Risk & Finance, Data Warehouse and Business Intelligence programs for Financial Services, Telco and Resources companies. Proven track of achieving intended results and generating extremely high customer satisfaction. Specialized in banking and insurance services with focus on finance and risk, data warehousing and reporting solutions. Skilled in delivering technology and integration project as well as in understanding business perspective of business clients incl. strategic and operational activities. Broad technical knowledge in designing high-performance and high-throughput systems leveraging best of breed technologies. Hold MBA at Koźmiński Academy and continue education at PhD program in management discipline
- Hanif Nezhad (https://www.linkedin.com/in/hanif-nezhad-b9450285/) is a Product Owner at Empirica S.A.(http://empirica.pl/), a FinTech Software House delivering highly specialized software development services for the financial industry. Empirica recently introduced to the global market a Robo Advisory Platform, an innovative wealth management solution that automates investment operations and improves communication and relationships between advisor and investors through the usage of Artificial Intelligence. Hanif has over 5 years of experience as a financial and market analyst, specializing mainly in fintech and the wealth management area. He’s a product owner of Robo Advisory Platform. Privately, when he isn’t reading books, he plays football and travels. Empirica Robo Advisory Platform is an innovative wealth management solution that automates investment operations and improves relationships between advisor and investors. Using Artificial Intelligence methods, the Empirica Platform takes communication between advisor and customers to a completely new level, lowering their churn and increasing their engagement. The platform is equipped with a proprietary algorithmic engine that allows the building of sophisticated investment algorithms. These two characteristics make the Empirica Robo Advisor completely unique within the robo advisory space.
Panel Session
An open discussion with both speakers and delegates exploring the presentations so far and the future of investment products distribution.
- 8:15pm - Closing
Shout-outs, communications and thanks
Further Networking Opportunities
- 9:15pm - Session ends
Risky mortgage in foreign currency, highly-leveraged property fund sold as no-risk, "safe as bricks" product, bonds that default many times as frequently as expected, other inappropriate asset classes given client’s investment objectives. Amidst so many scandal involving mis-selling investment products to the public one has to question the logic of using any financial advisor and asset management industry altogether. "Do human financial advisors really add value?", "What if financial products were designed by algorithms and based on clients’ investment objectives as input", “How difficult it really is to conduct a product fitness test?” “How difficult it is to conduct portfolio allocation?”
Financial Robo-Advisor are a class of digital financial adviser that provide financial advice or investment management online with moderate to minimal human intervention. Typical robo-advisory software utilizes its algorithms to automatically allocate, manage and optimize clients' assets. They flourished around the world, yet never really took off in Poland. It was so for a variety of reasons, regulations included. But change may be on the horizon. Industry observers say that introduction of MiFID II with the beginning of 2018 will damage the cosy relationship between product providers and product distributors. Customer is expected to gain and great investment management entrepreneurs that we invited will tell you more about how robo-advisors work and they are worth your time.
