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FinTech Forum On Tour | Robo Advice - Wednesday, 8th of June 2016, Berlin
Coined under the term "Robo Advice", a growing number of startups are transforming the asset and wealth management industry via automated advisory and portfolio management, hybrid models, as retail services in competition with incumbents or partners for traditional firms, such as banks, asset or wealth managers, but also players from the non-finance segment.
The first success stories are clearly visible in the U.S., but several promising Continental European players are still under the radar. FinTech Forum On Tour | Robo Advice is an invitation-only initiative run by our sector experts to accelerate promising “Robo Advice” Startups in Europe, together with leading investors, financial institutions, mentors etc.
FTF On Tour | Robo Advice is the first pitch event focused on European Robo Advice startups & hidden champions.
08:30 Registration Opens
09:30 Welcome to FinTech Forum On Tour | Robo Advice in Berlin!
Michael Mellinghoff and Samarth Shekhar, both MDs TechFluence
09:35 Welcome Address by the host Deloitte
Mr Hans Jürgen Walter, Partner, Deloitte
09:45 Robo Advice Market Overview: Global & Continental Europe
Michael Mellinghoff, MD TechFluence
10:00 Startup Pitches I
10:50 Coffee Break
11:00 Keynote – "3 years later - Learnings since ebase met FinTech"
Rudolf Geyer, CEO, ebase European Bank for Financial Services
11:20 Roundtable – "What is the best approach to build a digital wealth management
business- build, partner, invest or acquire?” - Christian Nagel, Earlybird Ventures -
Olaf Zeitnitz, VisualVest - Matthew Kane (Hedgeable from New York) - Paolo Sironi, IBM -
Christian Schneider-Sickert, LIQID
12:00 Startup Pitches II
12:40 Networking Buffet sponsored by IDA Ireland
13:30 Fireside Chat
Anna Wallace, Manager Innovation Lab, FCA
13:45 Startup Pitches III
14:45 Fireside Chat "M & A": The Future of Investing- a (data) science?
Dr. Andreas Weigend, former Chief Scientist of Amazon, Lecturer UC Berkeley,
Director Social Data Lab & Mehrdad Piroozram, Business Angel
15:00 Coffee Break
15:30 Fireside Chat "FinTech: OpenUp a good way to collaborate with a large banking group"
Laurent Couraudon, BNP Paribas.
15:40 Startup Pitches IV
16:40ish Closing remarks & Networking Drinks
Presenting Startups "in a Tweet"
Whitebox Online wealth manager of 2nd generation: Regulated, top-notch portfolio management, attractive goal based investment process, low- cost, transparent, fair.
Scalable Capital provides an automated investment service that uses a proprietary risk-management technology for long-term systematic wealth creation.
Cashboard is building the Amazon for retail investors.
BondIT Advanced algorithm-based fixed income portfolio construction, optimization, rebalance, analysis and monitoring solution.
TrueWealth Risk oriented online wealth management - Swiss made.
Fincite FinTech company builder for startups and banks offering white label robo-advisory services, algo as a service etc. already for several clients.
Fundamental Capital Warren Buffett 2.0 - Automated Value Investing with Algorithms.
Vaamo automated retail investment solutions serving both retail clients directly and through leading financial institutions in its B2B business.
Chiemo/Einstein Chat (text or voice) with cognitive virtual advisor Einstein. Like you would talk to friends and family.
RiskSave A complete multi-asset Alpha and Beta solution. Best-in-class approach leads to higher returns with less risk.
Diversifikator Partially automated B2B Online Advisory and Investment solution.
Blueopes Smart, values-based investing. The first SRI oriented digital wealth management solution.
Visual Vest Online Investment Portal offering tailor-made investment portfolios to Consumers.
United Signals United Signals gives investors online access to financial market professionals and makes their certified investment strategies available.
Liqid First digital family office. Levelling the playing field for affluent investors.
Hedgeable US robo advisor: Let’s Change Investing Together.
Quantstore A "one-stop-shop” for anyone who rapidly wants to launch robust, first-class FinTech apps and digital investment solutions for their clients.
Sharing Alpha User generated fund rating which in turn will provide Fund Selectors and Investment Advisors a proven track record.
Abaka The Intelligent Savings Platform from the UK.
Totum Wealth Bring risk clarity to wealth management with human capital factors and interactive analytics.
Allianz Global Investors - AXA - BaFin - BNP Paribas - CommerzVentures - Deloitte - Deutsche Bank - DVFA GmbH - DvH Ventures - Earlybird Ventures - European Bank for Financial Services (ebase) - FCA Financial Conduct Authority - FinstarLabs - FintechFfm - Flossbach von Storch - Genobroker - Hedgeable - IBM - IDA Ireland - ING Bank - Innovate Finance - Lupus Alpha Business Solutions - Munich RE - Nord LB - OGC Orange Growth Capital - TME AG - UBS Wealth Management - UK Trade & Investment - Union Investment - VisualVest
As well as a number of business angels
When & Where
FinTech Forum On Tour | TechFluence
Founded in 2012, TechFluence is an award-winning FinTech research and corporate development boutique based in Frankfurt and London. Recognized by the Wall Street Journal / FN FinTech40 as one of the "40 Innovators Shaping the Future of Finance" in 2014, we are on a mission to create the financial services of the future via startup partnerships, investments and M&A.
The FinTech Forum event series (www.fintechforum.de) launched in 2013 in Frankfurt "to identify innovators, disruptors and “hidden champions” in the financial services sector, and bring them together with investors, financial institutions etc. FinTech Forum On Tour events are tailored to address emerging areas of opportunity or specific client missions - e.g. identifying startups to invest in, partner with or acquire.