Organiser:
Join the Investment Association and Deloitte in Edinburgh for a high‑level briefing on the technologies reshaping investment management.
We’ll set the scene with a keynote on Scotland’s fintech ecosystem before highlighting the IA’s innovation portfolio and showcasing where members are realising value now. Expect a practical session on Tokenisation, a candid AI in Investment Management discussion on real‑world productivity and controls, plus short spotlights on Resilience and Quantum, enabling you to leave with a clear view of near‑term priorities and longer‑horizon signals.
14:00 Registration and Networking
14:30 Welcome
A quick run‑through of the agenda, safety notices, and a brief interactive activity to set the scene
14:40 Opening Keynote
This keynote frames the afternoon in the context of Scotland’s FinTech strengths and the investment industry’s current inflection points. We’ll touch on the ingredients that drive competitive clusters, policy direction, skills, capital, and anchor institutions, and show how asset and wealth managers can convert that environment into tangible outcomes: faster innovation cycles, piloting at lower risk, and adoption that sticks.
14:50 Innovation at the IA Overview
15:20 Tokenisation 101
A practical primer designed for industry participants and leaders. We’ll demystify fund tokenisation and adjacent models, then focus on operating impacts. We’ll summarise where the UK and international direction of travel is pointing, what that implies for pilots, and which use cases determine pace. Expect concrete examples of where firms are starting, and the governance questions to consider before moving beyond proof‑of‑concept.
15:50 AI in Investment Management – What is creating value now?
An informed overview of where firms are winning with AI, the operating‑model shifts it drives, and how leaders are managing risk. We’ll discuss the people and process changes that actually unlock value and the control framework that keeps adoption safe, model risk management, testing and monitoring, data privacy, prompt hygiene, human‑in‑the‑loop and auditability.
16:00 Spotlight Session – Resilience
A concise, practitioner‑oriented look at key operational resilience considerations. We’ll focus on identifying important business services and mapping end‑to‑end dependencies. You’ll hear practical tips for supplier due diligence and continuous assurance, and ideas for incident response that link technology teams, operations and client comms.
16:10 Spotlight Session – Quantum
A simple primer on quantum computing: what it is, where it might help first, and what’s still years away. You’ll get advice on sensible “no‑regrets” steps this year, learn the basics, identify one or two potential use‑cases, and keep an eye on partner activity without overspending.
16:20 Closing Remarks
How to stay involved, upcoming opportunities, and where today’s conversations continue.
16:30 Networking Drinks
18:00 End
