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Innovation in Treasury & Wealth Management
Forum

Enabling long-term, sustainable growth through strategic decision-making

⚪April 4th 2023  |  08:30 AM 

⚪ Jamaica Pegasus Hotel, Jamaica

JOIN US THIS APRIL

With Capital Markets continuing to evolve, banks and wealth management firms must look at ways to evolve too, through adapting to the risk industry, regulatory change and the adoption of innovative technologies.

Bringing together Caribbean banks and wealth management firms who have their sights set for growth, this event aims to deliver insights on the market, technological trends and regulatory developments which should be considered to manage the challenging bank treasury environment.

 

Hear from leading industry figures with keynotes, firesides and stimulating panel discussions – including and not limiting to topics such as Treasury Technology, The FinTech ecosystem, Way forward for Wealth Management, ESG, this event is sure to provide key takeaways contributing to strategy and future planning, as well as a great opportunity for networking with fellow peers.

  Join us for an exciting line up of sessions including:

 

  • How can regional Caribbean market prepare during unpredictable times?

  • Innovation through the Fintech ecosystem

  • Setting up efficient regulatory compliance in times of tightening regulations

  • Journey to Cloud

  • Ready, steady, go-live: Showcasing real client use cases – a session focusing on simplicity and effectiveness

  • Environmental Social Governance - Supporting Banks in identifying sustainable opportunities

  • Expanding equity markets

  • The path forward for Wealth Management

AGENDA SNAPSHOT

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WHAT TO EXPECT

CONNECT WITH THE BEST

Network and exchange ideas with the most senior C suite and Strategic Leaders in the Caribbean

VIP TREATMENT

Exclusive Invitation only, closed door executive session with sumptuous food and beverage

EXCLUSIVE BUSINESS EXCHANGE

Maximise your business exchange outcomes with real life practical ideas

AWARD WINNING SOLUTIONS

Witness the innovative solutions that are transforming the banking treasury and wealth management industry

what to expect
forum panel

THE FORUM PANEL

Marlene Street Forrest

Managing Director

Jamaica Stock Exchange

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CEO

Sagicor Bank

Aniqa Sandhu

CEO Digital Financial Services

Digicel

Kerrie Baylis

Head of Wealth

Barita Investments

Sarah Cumming

Director, Investment Banking

Scotiabank

Keisha Brooks

Keisha Brooks

Executive Director

Jamaica Bankers Association

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Vice President - Strategy & Innovation

NCB Capital Markets Limited

Kadeen Mairs

Founder

Dequity Capital Management

CEO

Dolla Financial

Novelette Panton

Division Chief, Financial Markets Infrastructure

Bank of Jamaica

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CEO

VM Investments Ltd

VM Wealth Management Ltd

Alwyn Jordan

Alwyn Jordan

Deputy Governor

Central Bank of Barbados

Simona Watkis

Simona Watkis

President & CEO

PROVEN Wealth Limited  Region 1 (Cayman, Bermuda, BVI)

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Group Risk Manager

GraceKennedy Limited

Dane A. Brodber

Interim Chief Executive Officer

Barita Investments

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Chief Credit Officer

CIBC FirstCaribbean International Bank

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Senior Customer Program Manager, Country Representative

Microsoft Jamaica

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Chief Executive Officer

JMMB Fund Managers Limited

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Jerome Smalling

Chief Executive Officer

JMMB Bank Jamaica Limited & Group Banking Lead (JA, T&T, Dom Rep)

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Head, Financial Risk

Barita Investments Limited

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Bruce Bowen

Founder and CEO

ADVANTAQ

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Financial Services Director LATAM

Microsoft

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Solution Consultant, Treasury and Capital Markets Americas

Finastra

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Head of Solution Consulting, Treasury & Capital Markets Americas

Finastra

unique format

OUR UNIQUE FORMAT

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A HIGHLY EXCLUSIVE GATHERING, CAREFULLY CURATED BY OUR TEAM, AND OPEN TO A SELECT GROUP OF INDIVIDUALS WHO HAVE BEEN INVITED PERSONALLY.

CLOSED DOOR, INVITE ONLY

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WHAT BETTER NETWORKING OPPORTUNITY THAN A FIVE-STAR LUNCH,  SERVED WITH A BOTTOMLESS SUPPLY OF DELICIOUS BEVERAGES. DELEGATES CAN EXPECT EXCEPTIONAL SERVICE AND ATTENTION.

FIVE-STAR LUNCH

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END USER DRIVEN PANEL DISCUSSIONS

OBSERVE AND PARTICIPATE IN HIGHLY FOCUSED & ENGAGING PANEL DISCUSSIONS WITH YOUR PEERS WHO ARE HAND-PICKED INDUSTRY EXPERTS. HEAR FIRST HAND FROM SENIOR INDUSTRY PRACTITIONERS ABOUT THE CHALLENGES THAT THEY'RE FACING, PREPARING FOR UPCOMING REGULATIONS & BEST PRACTICES THAT ARE MARKET SPECIFIC

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GET A FRONT ROW SEAT TO INVIGORATING KEYNOTE SESSIONS BY LEADING INDUSTRY FIGURES.

C SUITE KEYNOTE SESSIONS

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TAKE THE OPPORTUNITY TO ASK QUESTIONS ANONYMOUSLY OR OPENLY USING OUR QUESTION APP. RAISE QUESTIONS, TAKE PART IN LIVE POLLS AND UPVOTE YOUR FAVOURITE QUESTIONS.

LIVE ANONYMOUS QUESTIONS DURING SESSIONS

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WHEN ALL IS SAID AND DONE, DELEGATES WILL HAVE THE OPPORTUNITY TO NETWORK, EXCHANGE BUSINESS CARDS AND ARRANGE FOLLOW UP MEETINGS.

NETWORKING & BUSINESS CARD EXCHANGE

ALL DELEGATES WILL HAVE COMPLEMENTARY ACCESS TO FOLLOW UP WEBINARS.

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COMPLIMENTARY POST EVENT WEBINAR

Agenda

EVENT AGENDA

For more information about the event, you can access the full event Agenda here:

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JOIN INNOVATION IN TREASURY & WEALTH MANAGEMENT FORUM

Registration is subject to a qualification process and approval. Please complete the form below and we will be in touch to confirm your access.

Thank you for your interest!

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