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The Financial Services Club London                                    Season 2012-2013The Financial Services Club was esta...
The Financial Services Club LondonWinter 2012(draft)*Tuesday, September 25 2012Alex : 25 years of satirising the CityCharl...
Tuesday, September 25 2012Alex : 25 years of satirising the CityCharles Peattie and Russell Taylor, creators of the Alex C...
Anthony ThomsonAnthony Thomson is Chairman of Metro Bankand the Financial Services Forum. He co-founded Metro Bank with Ve...
Thursday, October 18 2012The future of moneyAndrew Vorsten, Vice President for Technology R&D and Adam Banks, CTO and Head...
Thursday, November 8 2012The challenges of fraud in the age of the mobile internetDerek Wylde, Head of Group Fraud, HSBCYo...
This position was further strengthened over the summer when the government pledged £500 millionto be made available to sma...
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The Financial Services Club Season Outline 2012-2013

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The Financial Services Club Season Outline 2012-2013

  1. 1. The Financial Services Club London Season 2012-2013The Financial Services Club was established in 2004 as a private networking club for financialprofessionals that focuses on the future of financial services. We meet regularly for debates,commentary, ideas and discussions and provide a platform for practitioners, regulators and industryleaders to meet, network and discuss the future of our industry. The Club is based in London, andalso has regular meetings in Edinburgh, Dublin and Vienna. Between our various centres, theFinancial Services Club has a typical audience of fifty or more senior bank and technology executivesattending each meeting. Our recent guests of honour include:• Peter Ayliffe, CEO, Visa Europe• Willem Buiter, Chief Economist, Citigroup• Andrew G Haldane, Executive Director, Financial Stability, Bank of England• Vince Cable, Shadow Chancellor with the Liberal Democrats• Lazaro Campos, Chief Executive, SWIFT• Geraint Anderson, Cityboy• Elizabeth Corley, Chief Executive, Allianz Global Investors• Wilco Dado, Head of Global Payments, Royal Bank of Scotland• Andrew Tyrie, Chairman, Treasury Select Committee• Sir Win Bischoff, Chairman, Lloyds Banking Group• Margaret Cole, Managing Director, the Financial Services Authority (FSA)• Brian Hartzer, Chief Executive Officer for UK Retail Banking, Royal Bank of Scotland• Adam Lawrence, Chief Executive of the Royal Mint• Carole Berndt, Head of Global Treasury Solutions, EMEA, Bank of America• Angela Knight, Chief Executive, the British Bankers Association• JP Rangaswami, Chief Scientist, Salesforce.com• Chris Cummings, Chief Executive, TheCityUK• Gilbert Lichter, Chief Executive, Euro Bankers Association• John Sculley, former Chief Executive Officer, Pepsi-Cola and Apple Computers• Adrian Coles, Director General, the Building Societies Associationas well as colleagues from the media including Andrew Hill who writes the Lex Column for theFinancial Times, Brian Caplen who is Editor of the Banker Magazine and Daniel Thorniley, Senior VicePresident for the Economist Group.Membership is available at just £500 per year, giving you access to all events in London, as well asthose in Ireland and Eastern Europe.In addition, we write up meeting proceedings in our web news and blog. The Financial Services Clubhas over 12,000 people subscribing to our daily email news service via the website www.fsclub.net,with a further 1,200 people reading the blog, thefinanser.com, every day.In the pages that follow, you can see our full meetings for the 2012 - 2013 season. The Financial Services Club is supported by
  2. 2. The Financial Services Club LondonWinter 2012(draft)*Tuesday, September 25 2012Alex : 25 years of satirising the CityCharles Peattie and Russell Taylor, creators of the Alex Cartoon seriesTuesday, October 9 2012Quarterly Dinner: This house believes banks need branchesAn Oxford style debate between:• Anthony Thomson, Chairman, Metro Bank;• Ian Lloyd, Head of Project Verde, Lloyds Banking Group; and• Mark Mullen, Chief Executive of First Direct;• Brett King, Chairman of Movenbank and Author of Branch Today, Gone TomorrowThursday, October 18 2012The future of moneyAndrew Vorsten, Vice President for Technology R&D and Adam Banks, CTO and Head of IT, VisaEuropeWednesday, October 24 2012How to fall foul of the US lawDavid Bermingham, one of the NatWest Three, and Rowan Bosworth-Davies, an expert on FinancialCrimeThursday, November 8 2012The challenges of fraud in the age of the mobile internetDerek Wylde, Head of Group Fraud, HSBCWednesday, November 21 2012P2P, the place to be – an update on Zopa’s progressGiles Andrews, CEO, Zopa* all dates and speaker details are subject to change The Financial Services Club is supported by
  3. 3. Tuesday, September 25 2012Alex : 25 years of satirising the CityCharles Peattie and Russell Taylor, creators of the Alex Cartoon series Alex is a British cartoon strip by Charles Peattie and Russell Taylor. It first appeared in 1987 and moved to the Daily Telegraph in 1992. In 2012, Alex celebrates his 25th birthday and the Financial Services Club is delighted to host this birthday party for the City’s funniest pin-striped suit anti- hero. Charles Peattie was born in 1958 and studied painting at St Martins School of Art. During the early eighties he worked as a portrait painter, freelance cartoonist and designer of greetings cards. He also produced (with Mark Warren) the legendary Dick cartoon in Melody Maker. Charles is a recovering workaholic who is currently developing various projects for TV and Tapisodes for the iPhone. He has four children and lives in London.Russell Taylor was born in 1960. He read Russian and Philosophy at Oxford University and, afterfailing to be recruited by the counter-intelligence services of either Cold War power, drifted intojournalism. He met Charles at a Christmas party in 1986. Charles had a commission for a strip for thefinancial pages of the incipient London Daily News. The result was Alex.Tuesday, October 9 2012Quarterly Dinner: This house believes banks need branchesAn Oxford style debate between:• Anthony Thomson, Chairman, Metro Bank;• Ian Lloyd, Head of Project Verde, Lloyds Banking Group; and• Mark Mullen, Chief Executive of First Direct;• Brett King, Chairman of Movenbank and Author of Branch Today, Gone TomorrowThe Economist ran a debate in May 2012: this house believes that bank branches are obsolete. Thedebate was led by Brett King who lost (36% of readers agreed versus 64% who did not). However,the audience in that debate were generic. Bringing the debate much closer to home, we havegathered four heavyweights to punch their way through the debate and see exactly what is the likelyfuture for the bank branch. In the supporting corner Anthony Thomson, who has been championingthe opening of branches as the first new retail bank in Britain for a century, is supported by IanLloyd, the man tasked with sorting out how to sell 632 branches of Lloyds Banking Group due to EUcompetition rulings. In the opposing corner, Brett King will be joined by Britain’s leading bankwithout branches in the form of First Direct’s CEO, Mark Mullen. The Financial Services Club is supported by
  4. 4. Anthony ThomsonAnthony Thomson is Chairman of Metro Bankand the Financial Services Forum. He co-founded Metro Bank with Vernon W. Hill II.He has spent the past 27 years in financialservices. In 1987, Anthony co-founded CityFinancial Marketing, and - as Group CEO - ledit to become the largest specialist FScommunications group in Europe. In 1997 hesold the group to Publicis before founding theFinancial Services Forum.Ian LloydIan has been with Lloyds as a career banker, and ascended through the Retail Bank operations tolead many process redesign projects across the Group. However, nothing could have prepared himfor the hardest challenge to date: to separate over 630 branches from live operations and sell themas a new entity to a competitor or other institution. That is what the EU competition rulingsmandated after Lloyds acquired HBOS in 2008, and Ian has led the charge to separate the holdingsunder the program called Project Verde.Brett KingBrett King is a bestselling author and the founder of an exciting newbanking concept (Movenbank.) He acts as a strategic advisor to many ofthe world’s leading financial services organizations. He is anInternational Judge for the GSMA Global Mobile Awards, the AsianBanker Retail Excellence Awards and for the Middle East BusinessAchievement Awards. His latest book Branch Today, Gone Tomorrow,is now available on Amazon.Mark MullenMark Mullen was announced as the new CEO at first direct bank on1st September 2011, and was previously Regional Head ofMarketing for HSBC Bank Middle East in 2009 and Head ofMarketing for the first direct before that. During Mark Mullensprevious tenure at first direct he relaunched both the banking andthe branding proposition, and set the path for the banks acclaimedmove into social media when it became the first to offer an openforum to customers called Talking Point. The award winning TalkingPoint is a live and unedited site where thoughts and views can beaired, both good and bad, with the aim of creating a more opendialogue with consumers. The Financial Services Club is supported by
  5. 5. Thursday, October 18 2012The future of moneyAndrew Vorsten, Vice President for Technology R&D and Adam Banks, CTO and Head of IT, VisaEuropeEveryone talks about a war on cash and how contactless, mobile, stickers and QR codes aredramatically changing and reshaping the world of payments. Is it true? Is it happening? Is theremore to come? Visa are leading the charge so they should know, and the heads of R&D and IT willplay out the story of the future of money from both the business and technology viewpoint. Adam Banks Adams role ranges from research & development, architecture & engineering, and creating solutions for the benefit of the business. Overall he is responsible for the technical standards and technology strategy of Visa Europe. Adam has worked in the payments industry for 16 years, joining Visa in 2000.Andrew VorstenAndrew is VP for Technology R&D with Visa Europe, and has been with Visa since 2005. He waspreviously CTO with workthing.com and Peoplebank.Wednesday, October 24 2012How to fall foul of the US lawDavid Bermingham, one of the NatWest Three, and Rowan Bosworth-Davies, an expert onFinancial CrimeMany of us operate happily in our institutions, without anyknowledge of the risks we might face due to financial andregulatory failings. That came home to rest for a three managersin NatWest Bank: Giles Darby, David Bermingham and GaryMulgrew. These three became notorious as the NatWest Threewhen, in 2002, they were indicted on a range of wire fraudcharges by the American law enforcement authorities. After ahigh-profile battle in the British courts, they were extradited tothe United States. The result was three years in jail. If you fail tounderstand how law enforcement agencies perceive the worldoutside your own, you run the risks of falling foul as this caseproved.In this fascinating evening, David Bermingham will recount his story after an introduction fromRowan Bosworth-Davies. Rowan is an expert in financial crime, who will outline the actualdraconian powers the US possesses especially their extraterritorial powers. The Financial Services Club is supported by
  6. 6. Thursday, November 8 2012The challenges of fraud in the age of the mobile internetDerek Wylde, Head of Group Fraud, HSBCYou take out your entire family for a nice dinner. The bill comes, you whip out your credit card, takeyour last sip of wine and all of a sudden the waiter returns saying, “I’m sorry, your card has beendeclined.” This embarrassing scenario could go two ways – if actual fraud was detected as soon asthe waiter swiped the card, you are grateful and your confidence in the card’s financial institutionjust skyrocketed. If the card was declined by mistake, your loyalty just shattered and you very wellmay move to another institution. Now take it one step beyond and assume that the card could becopied in any of 1,000 ways through mobile internet access and you can see, from a bank’sperspective, the issues of the modern world are increasingly challenging. How do you deal with suchscenarios? To find out Derek Wylde, the Head of HSBC’s Global Fraud Group, will provide us withsome insight into their best practices and worst nightmares.Derek Wylde has extensive experience in financial services havingjoined HSBC in 1976. After an early career in retail banking he joinedthe card services division of HSBC in the UK in 1995 as FraudPrevention Manager and progressed to Head of Fraud Managementwhen he assumed responsibility for all aspects of plastic card fraudmanagement - issuing and acquiring - for HSBC in the UK. In 2004 hetook up a new role as Head of Group Fraud Risk where his job is todetermine and co-ordinate anti-fraud strategy, policy and activitiesand the use of anti-fraud technology across HSBC Group. He is amember of MasterCards Global Fraud Advisory Council. Derek ismarried to Tina, has two sons and his interests include gardening(because he has to) and playing cricket and golf (to escape thegardening).Wednesday, November 21 2012P2P, the place to be – an update on Zopa’s progressGiles Andrews, CEO, ZopaEvery two years, the Financial Services Club hosts an upate on Zopa’s progress ever since its latefounder, Richard Duvall, presented in 2005 a month before launch. Back then, no-one knew whatZopa was aoubt but, over the course of seven years, it has not only successded in becoming a coresource of funding exchange in the UK, but has been copied globally. The company is now processingover £200 million in P2P lending, an amount doubling year on year as the credit crisis forcesconsumers and corporates to find new funding sources. In fact, Andy Haldane of the Bank ofEngland recently stated that companies such as Zopa “are tiny but so, a decade and a half ago, wasGoogle”, and believes that they will soon offer a serious altentrative to mainstream bank funding. The Financial Services Club is supported by
  7. 7. This position was further strengthened over the summer when the government pledged £500 millionto be made available to small and medium sized firms through the Business Finance Partnership with£100 million of the funding designated towards alternative lenders, such as Zopa. So how is Zopachanging and adapting to the increasing demands on its business and what is its plan for the future?Giles Andrews will provide the insights.Giles AndrewsGiles co-founded Zopa, a sociallending website which connectspeople who want to borrow moneywith people who want to lend it, in2004. He led 4 fundraisings as CFO,raising a total of $33m fromEuropean and US investors. UKManaging Director since July 2007and CEO since January 2009, Gileshas led the company through aperiod of dramatic growth that hasseen it established as a real threat tothe banks.Prior to Zopa, Giles spent the first ten years of his career in the motor industry pursuing his interestin all things automotive. This included co-founding Caverdale in 1992, a start-up taken to a £250mturnover motor retailer and sold in 1997. After an MBA at INSEAD he set up his own consultancybusiness whose clients included Tesco and Tesco Personal Finance. The Financial Services Club is supported by

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