As a space that is expected to take off in coming years, the road to utilizing decentralized finance (DeFi) for regulated financial activities is under construction. Dan Sleep of Northern Trust and Boon-Hiong Chan of Deutsche Bank examine key driving forces in the DeFi domain and assess what lies ahead for the institutional investment industry on the road to institutional DeFi.
Key Highlights:
Understand the current state of DeFi and how it is being used in financial services today
Learn about the benefits of DeFi in institutional investing and how it can change the industry
Hear about DeFi in action through current projects and use cases
Learn about the regulatory and cybersecurity risks and what institutions can do to build robust frameworks that ensure trust and security
Discover why collaboration between financial institutions, regulators, and tech companies is crucial to developing standards and ensuring seamless integration of decentralized and traditional systems
From streamlining customer service to redefining how data drives decisions, generative AI is pushing boundaries and unlocking new levels of innovation in the banking industry.
But with these breakthroughs come complex challenges. In this episode, Alvin Chia, Head of Digital Assets Innovation, APAC at Northern Trust, and Manish Kogundi, Head of Digital Assets Technology, APAC at Northern Trust, examine the transformative capabilities of generative artificial intelligence in banking, its various use cases, barriers to adoption, and what the future holds for the industry.
Key Highlights:
Learn how AI tools are redefining content creation and customer interaction, setting new standards for innovation in the industry
Discover current use cases in banking and how they are boosting customer satisfaction and operational efficiency
Examine the potential benefits and challenges of leveraging AI for researching and selecting stocks
Understand how AI can streamline regulatory and compliance workflows
Learn about the obstacles banks face, from outdated infrastructure to data privacy concerns, and the steps needed to reskill employees for an AI-driven future
Join Stephanie Farrell, Head of Integrated Trading Solutions, Americas, Northern Trust, and Ryan Forberg, Senior Fixed Income Trader, Integrated Trading Solutions, as they explore the rise of outsourced trading in the fixed income sector. Stephanie and Ryan will discuss the growth of outsourced trading, the misconceptions, and specifically why outsourced fixed income trading is gaining traction in the asset management industry.
Key Highlights:
Discover why outsourced trading is exploding in the asset management industry and how it helps to meaningfully lower costs, reduce risks, enhance transparency and add resiliency and scale.
Learn how outsourced trading is transforming the fixed-income sector by providing asset managers with access to specialized expertise.
Debunk the myths of outsourcing and find out how it complements in-house efforts. offering additional support and expertise.
Gain insights into the evolving investment landscape and how Northern Trust’s Integrated Trading Solutions can be tailored to meet the diverse needs of asset managers, from active to passive strategies.
Amid rising costs and a shifting priorities, how are asset managers rethinking their strategies to enhance the investor experience?
Caroline Higgins, Head of Global Fund Services for Asia Pacific at Northern Trust, unpacks the key trends and challenges reshaping the asset management landscape in APAC and beyond. She explains the strategies that asset managers are implementing to navigate and meet their complex clients’ needs, including outsourcing and enhanced data solutions. Caroline also shares her journey in the industry, offering candid reflections on the progress and ongoing challenges in diversity, along with actionable advice for women aspiring to lead.
Key Highlights:
Explore how the industry is shifting focus on enhancing product quality and improving investor experience
Discover the rise of outsourcing non-core functions and how data tools are driving better decision-making and growth
Learn about the unique challenges in APAC’s varied markets, where tailored strategies are crucial due to differing regulations and levels of technology adoption
Hear Caroline’s insights into the progress and challenges in diversity, especially at leadership levels
Gain actionable advice from Caroline on advocating for yourself, building a strong support network, and exploring lateral career moves for growth
Join Mike Srdanovic, Chief AI Architect at Northern Trust, and Charles Morris, Chief Data Scientist for Financial Services at Microsoft as they explore the rapid advancements in AI technology and its impact on the financial services industry. Mike and Charles share a comprehensive overview of AI co-pilots and agents, regulatory challenges, and the evolving landscape of AI models, highlighting both current applications and future potential.
Key Highlights:
The ongoing adoption of AI in financial services and how it compares to other industries
The role of co-pilot and agents and how they are enhancing productivity and revolutionizing workflows in the financial services arena
The model ecosystem and the open source versus proprietary debate
How do two leaders of a global banking institution work together to navigate the challenges of today’s financial landscape while providing the best possible client experience?
Pete Cherecwich, President of Asset Servicing at Northern Trust, and Daniel Gamba, President of Asset Management at Northern Trust join this “special edition” Faster Forward episode to share their unique perspectives on the asset servicing and asset management industries and discuss how they are collaborating across business lines to help our clients stay competitive in an increasingly complex environment.
This episode will cover:
Pete and Daniel’s career journeys and the many responsibilities of their current roles at Northern Trust
The relationship between investment operations and investment strategy
Emerging trends and potential untapped sources of value in the current environment
How Pete and Daniel work together to best serve Northern Trust’s clients
Join Gary Paulin, Head of Enterprise Client Solutions at Northern Trust, in conversation with David Tait, CEO of the World Gold Council. They discuss David’s vision for gold’s digital future, his work to develop a database of responsibly-sourced gold and ambition to create positive impact across the ecosystem, including a digital token, backed by gold.
Key highlights include David’s views on:
Digital Gold and his ambitions for the digitalisation and tokenisation of gold
Gold Prices and what’s driving the recent surge in demand for gold
Gold’s evolution as an asset class includinghisperspective on its role in portfolios
Providing provenance to buyers and improving gold governance
Providing legitimacy to artisanal producers and removing bad actors from the ecosystem
His Personal Journey: Hear about David Tait’s inspirational journey, his 5 Everest climbs, charity work for the NSPCC, the challenge he was set by the Queen and the story behind the film “Sulphur and White”
And much more!
Resources:
David with the Queen’s 60yr flag on the summit in 2013: Photo 1 and Photo 2
David Tait was appointed CEO of the World Gold Council in November 2018.
During his 35 years in the financial services industry, David has worked for a variety of highly regarded firms, most recently as Global Head of Fixed Income Macro Products at Credit Suisse. Prior to that he held senior trading roles at both Credit Suisse and UBS Investment Bank.
David began his career trading at Goldman Sachs, and then moved to Credit Suisse before building considerable asset management experience as a Partner at Bluecrest Capital.
He is a member of the Financial Markets Standards Board (FMSB) Advisory Council and chairs FMSB’s Precious Metals Working Group.
David is also a major supporter of the NSPCC and has raised over £1.5 million by summiting Mount Everest on five occasions. He was the first person to traverse Everest from the North to South in 2007. He is an ex-trustee, Chair of the Rebuilding Childhoods Board and was awarded an MBE by the Queen for his services to the charity.
His life story has been made into the Julian Jarrold directed motion picture “Sulphur and White” starring Anna Friel, Dougray Scott, Mark Stanley and Emily Beecham. The Royal Premier was February 2020 and the proceeds will benefit the NSPCC.
