San Francisco, California
London, United Kingdom
Robo advisors - Threat and Opportunity
8.30 – 9.30 Registration, exhibition and networking with three stands from Robo suppliers
9.30 – 9.45: Chairman’s welcome - Josep Soler – Alberti – Chairman and founder of EFPA and CEO of the Institut d’Estudis Financers (IEF)
9.45 – 10.05: The view of ROBO Advisers from EFPA’s (European Financial planners Association) point of view. Mr. Sergio Miguez
10.05 – 10.25: The View of Robo Advise from The Personal Finance societies point of view. Mr Keith Richards CEO, Personal Finance Society
10.25 – 11.25: Panel debate – (Round table)
The view of ROBO advice from the perspective of The PFS, EFPA and the providers. The chairman will use this session to look to draw out from the panel how existing advisers should react to the existence of ROBO and how they should use it and interact with it.
This session will cover the issues around the advice gap, the targeting of potential customers, the issues around advice that needs to be “whole of market” and therefore is Robo better or worse than a human adviser.
Moderator – Josep Soler – Alberti (To be confirmed)
Mr. Sergio Miguez – EFPA (put forward by Karim but not had confirmation from Sergio yet)
Mr Keith Richards – PFS (Confirmed)
Paul Resnik – Finametrica ( Not Confirmed yet)
11.25 – 11. 45: Coffee- exhibition, tool demonstration and networking.
11.45 – 12.45: Panel debate – Threat and opportunity.
The Chairman will use this session to drill down into the threats to the consumers from not taking advice and whether the ROBO option is better than no advice.
The danger from using ROBO advice that could lead to Scams and how the regulator will look to protect the public. The opportunity for small firms to increase their customer base via Robo and how this can lead to future interaction with clients, and how this will increase the geographical range for advisers.
How is Robo going to impact on the expat community and advisers who currently offer advice to clients who may have to comply with a variety of different national regulators.
Moderator – Josep Soler – Alberti
Citizens Advice Bureau - UK
Mr Guillaume Prache - European consumer group representative (Invitation sent)
FCA – David Lawton – Invited (Awaiting response from FCA)
Nigel Murphy or Ben Goss – Dynamic Planner (Debating sponsorship Costs)
Jo Gilbey Intelliflo – Invited – Confirming which speaker to allocate.
12.45 – 13.00 - Chairman’s Close - Josep Soler – Alberti
13.00 – 13.45 - Lunch and departure.
13.00 – 14.30 - Private Lunch for EFPA Board and FCA and speakers.
Josep SOLER-ALBERTÍ, Chairman, EFPA; CEO, IEF
He is CEO of IEF http://www.iefweb.org , the leading Spanish banking and financial training center; Chairman of the European Financial Planning Association (EFPA) which he cofounded in 2000, and a board director of EFPA Spain, at present the largest Spanish professional association in the financial sector with nearly 13,000 full certified members. Josep is a leading promoter of financial literacy in Spain through the coordination of EFEC the largest Spanish project on financial education.
Josep acts also as an independent director of several money management firms. –TreaCapital, Mediolanum Gestión, Mediolanum Pensiones, etc, and manages as well his own firm of financial advice and planning.
He is a regular contributor at several economic newspapers, and at television and radio stations, as well as frequent lecturer at seminars and conferences.
He holds a BSc in Economics (Barcelona University), a BSc in Business Administration, an MBA at ESADE, and a research Diploma at the London School of Economics (LSE).
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