IAM Partner Conference
At Saxo, we are focused on providing tech-driven, global multi-asset broker and custodian services. We aim to help you, as an independent asset manager, focus on creating a better financial future for your clients.
Following the migration last year and five months of working with new platforms, processes, and people, it’s time for discussions and review.
We are delighted to invite you to our inaugural Independent Asset Manager partner conference held in Woerden, the Netherlands on 7 June 2023 from 14:00-18:00 followed by networking drinks. Registration will be open from 13:30.
Hosted by Kim Fournais, CEO and founder of the Saxo Bank Group, we will discuss the feedback you have shared with us and future direction.
We look forward to seeing you.
Best regards,
Henrik Alsøe, Global Head of Saxo Institutional, Saxo Bank
René Kirkels, Managing Director of Saxo Institutional, Mid Europe, Saxo Bank
Agenda
13:30 - 14:15
Arrival, registration and coffee
14:15 - 14:20
Welcome
René Kirkels, Managing Director of Saxo Institutional, Mid Europe, Saxo Bank
Room: Ruijszaal
14:20 - 14:30
Saxo’s commitment and strategy for IAM partners
Kim Fournais, Founder and CEO
Room: Ruijszaal
14:30 - 14:55
High level findings and Saxo's response
Henrik Alsøe, Global Head of Saxo Institutional
Room: Ruijszaal
14:55 - 15:20
Improvements planned for SaxoPartnerConnect
Anders Stengaard, Director, Partner Platforms
Room: Ruijszaal
15:20 - 15:40
Coffee break
15:40 - 16:45
Break-out session: Onboarding and ODD (Ruijszaal)
Speaker: Stig Tørnæs, Global Co-head of Operations
Facilitator: Stig Christensen, Chief Sales Officer
Break-out session: Day to day service (Van Rhenenzaal)
Speakers: Khalid Al-Gharawi, Team lead Institutional Service - Mid Europe and Deepak Gupta, Global Head of Security Service
Facilitator: Raj Mehra, Commercial Owner Institutional
(Rotation one)
16:45 - 17:00
Coffee break
17:00 - 18:00
Break-out session: Onboarding and ODD (Van Rhenenzaal)
Speaker: Stig Tørnæs, Global Co-head of Operations
Facilitator: Stig Christensen, Chief Sales Officer
Break-out session: Day to day service (Ruijszaal)
Speakers: Khalid Al-Gharawi, Team lead Institutional Service - Mid Europe and Deepak Gupta, Global Head of Security Service
Facilitator: Raj Mehra, Commercial Owner Institutional
(Rotation two)
18:00 - 19:00
Goodbye drinks
Speakers
Kim Fournais is founder and CEO of Saxo Bank. He has steered Saxo Bank from an early online trading pioneer to a leading facilitator of global capital market access, servicing private and institutional clients.
As founder and CEO one of the main shareholders, Fournais today continues to head the bank he founded back in 1992. Saxo started its journey as a brokerage with Fournais and only a few employees, but quickly grasped the opportunities presented by the advent of the internet in the early 90s and launched its first online trading platform.
Today, the bank employs more than 2,500 people in financial centers around the world including London, Amsterdam, Singapore, Shanghai, Zürich, Dubai, Paris, Tokyo and Hong Kong.
From the outset, Fournais has focused on leveraging technology to allow Saxo to differentiate itself, leading Saxo to become a fintech before the term was even coined.
Ever since the first online trading platform was launched in 1998, the mission has been to get curious people invested in the world by giving them more ways to make more of their money.
René Kirkels is a managing director of Saxo Institutional in Mid Europe. He is responsible for sales and relationship management within Saxo's Institutional Business for the mid-European region.