Coffee With....AlgoMe Consulting
Every episode we will be having coffee with people working in and around the Asset and Wealth Management industry to talk about various topics which are of interest to us all and explore them in conversation.The idea behind this is to share views, learnings and insights within the Asset and Wealth Management industry with regards to how today’s changing environment could be impacting the future of our industry from a people, state and operating model perspective
Episodes
30 episodes
30 - DORA countdown - is your firm ready?
Welcome to the new Coffee With... AlgoMe Consulting podcast presented by Luuk Jacobs, Partner, AlgoMe Consulting. Today he is in conversation with the latest addition to our team; Paul Mullins, Partner, AlgoMe Consulting. The ...
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Season 1
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Episode 30
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17:11
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29 - Mirror, mirror on the wall.... What conference agendas say about the Investment Management industry
Now that industry conferences are back to full capacity, Pierre-Yves Rahari, Partner, AlgoMe Consulting joins us to talk about what’s on the agendas for these events and what they tell us about the industry today.From the UK and Ireland,...
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Season 1
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Episode 29
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20:39
28 - AI – what are the implications for the Investment Management industry?
We see AI being applied across many industries, which is why we think it deserves to be the centre stage topic for our latest Coffee With... AlgoMe Consulting podcast. In this episode we are in conversation with Luuk Jacobs, Partne...
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Season 1
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Episode 28
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27:36
27 - Beyond the banking crisis – what are the implications for the Investment Management industry?
In our latest podcast we examine the news about this year’s banking crises, especially in the light of the SVB and Credit Suisse scenarios, and what the implications of these might be for the Investment Management Industry. We also discuss wher...
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Season 1
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Episode 27
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16:59
26 - How is the Investment Management industry working today?
Times have changed and so have work patterns. In this new episode, we discuss with Luuk Jacobs, Partner, AlgoMe Consulting, how people in the industry are working today and what this means for firms. While the current trends might b...
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Season 1
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Episode 26
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22:52
25 - Key themes for the Investment Management industry in 2023
Since we started the Coffee With… AlgoMe Consulting podcast, we've seen priorities and trends emerge, peak, and in some cases dip. In our new podcast we discuss the 2023 playbook for the Investment Management industry and we look a...
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Season 1
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Episode 25
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25:38
24 - Future-proofing your operations when providers are consolidating
Welcome to our first Coffee With... AlgoMe Consulting podcast of 2023. We decided recent news of the acquisition of RBC Investor Services by CACEIS was well worth talking about. There have been similar transactions across the indust...
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Season 1
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Episode 24
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25:18
23 - Regulations and FCA strategic plan, in a rapidly changing environment
Welcome to our new episode of the Coffee With AlgoMe Consulting podcast where the topic is focused on the FCA. The FCA has published a strategic plan for 2022-2025, and subsequently a business plan for 2022-2023, outlining how they...
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Season 1
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Episode 23
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27:06
22 - Personalisation of investment funds: The next new frontier?
Putting the "I" in investments: The adoption of sustainability models in the Investment Management industry has had an impact on the development of bespoke portfolios? How do you really define bespoke portfolios for institutional and individual...
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Season 1
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Episode 22
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26:25
21 – Has the wave of changes passed its peak in the Investment Industry?
Some players in the Investment Management industry claim that we have now reached the bottom of the price war between active and passive funds. Others claim that besides more mergers & acquisitions; the renewed trend towards outsourcing of ...
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Season 1
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Episode 21
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34:55
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20 - Introducing our new podcast series: Pathways to Freedom
The title of our new series of podcast is Path to freedom: What lies ahead of us in the Wealth and Asset Management industry? Now that we are exiting lockdowns, hopefully leaving Covid behind, and partly returning to the workplace, we have lots...
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Season 1
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Episode 20
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12:55
19 – Coffee With... AlgoMe Consulting - Operational Resilience special edition
This special edition podcast is a Q&A session, with AlgoMe Consulting Partners, Luuk Jacobs and Pierre-Yves Rahari, about the upcoming ‘operational resilience’ deadline. It aims to help all those who have questions, and are looking for expe...
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Season 1
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Episode 19
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21:25
18 – Fintech, AI, Digital Currency and Data, Security & Privacy
In the second part of our exploration of the logistics and business operational models in the Wealth Asset Management industry, we are discussing Fintech, AI, digital currency, data, security and privacy with our guests. What are t...
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Season 1
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Episode 18
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28:34
17 - Operational resilience: The emergence of new models?
Operational resilience is making the headlines in the Wealth and Asset Management industry, with a strong push from the regulators across the UK and Europe. Against that background, how are the operating models adapting in the indu...
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Season 1
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Episode 17
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28:42
16 - Mergers & Acquisitions in Asset Management: A world of two tales?
As we continue our series of podcasts looking at 2021 with ‘cautious optimism’, we follow-up on our previous episode about new asset classes and products by exploring further what is prompting the Wealth and Asset Management industry towa...
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Season 1
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Episode 16
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27:47
15 - New asset classes and new products: Creatively building new funding mechanisms for the economy
In this new podcast we explore how the Wealth and Asset Management industry has actively promoted the integration of private markets in the form of new asset classes and fund structures in their product range, especially in the form of cryptoas...
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Season 1
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Episode 15
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31:11
14 - ESG and Sustainable Finance: Are we moving towards standardisation?
In our new podcast we look beyond the hype and take a deep dive into ESG with those in the know. The Wealth and Asset Management industry diligently integrated ESG into investment and product development processes over the past few years. Today...
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Season 1
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Episode 14
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34:04
13 - ESG and sustainability culture in the City – what to expect in a post-Covid and post-Brexit world?
In the first of our new podcast series, we explore ESG and sustainability in great depth with our guests. Over the last few years, in addition to creating ESG oriented products, the Wealth and Asset Management (WAM) industry has embraced a numb...
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Season 3
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Episode 13
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33:47
2021: The year of "optimism with caution" in the Wealth and Asset Management industry
At the beginning of 2021, the Wealth and Asset Management industry, is like most of the planet, feeling optimistic about the prospect of moving into a post-pandemic world in the course of this year. At the same time, in a post-Brexit context, t...
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Season 1
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Episode 12
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17:11
11 - Values driven innovation for the Wealth and Asset Management industry
As the industry looks to refocus and adapt to a post Covid-19 world we are revisiting innovation in Wealth and Asset management. We are joined by Alex Gawley, an innovator, investor and former Google Product Director. Alex is the co...
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Season 1
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Episode 11
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25:38
10 - Revisiting the Governance model in the WAM industry
As industry looks to refocus and adapt to a post Covid world, the theme of this podcast is revisiting the governance model in the Wealth and Asset Management industry. Boards are already being challenged by prominent issues such as ...
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Season 1
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Episode 10
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27:00
9 - What's new in product design and product development in the WAM industry?
In this podcast we are in conversation with Cora Gibbons, Nuveen and Toby Boatwright, BMO Global Asset Management who have accrued two decades each of industry experience. Together we discuss how the Wealth and Asset Management industr...
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Season 1
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Episode 9
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25:14
8 – Sales, marketing & distribution: How do you sustain your sales, marketing and distribution efforts in the new world?
In this episode, our first after the Summer break, we explore how the Covid-19 lockdown has made a significant impact on the sales, marketing and distribution functions in the Wealth and Asset Management industry. We discuss what has happened, ...
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Season 1
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Episode 8
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26:58
7 - Covid-19: Recover and rebuild - what have we learned and what’s next?
In our latest episode our theme is Covid-19 recovery and we are also looking forward to a new world under construction. We are now several months into the crisis and we discuss these key themes: · What have...
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Season 1
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Episode 7
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11:52
6 - Covid-19: Is there a global response model in the Wealth and Asset Management industry?
Our recent podcast episodes have explored the responses of the Wealth and Asset Management industry to the Covid-19 crisis and now we are going to take a macro view. As we operate in a global industry, are we seeing a global response model? Or ...
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Season 1
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Episode 6
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20:37
