John Allan, Director of Innovation & Operations Unit and Engine - the Investment Association
John is responsible for the regulatory policy and fintech work of the UK asset management trade body. The Innovation & Operations Unit aims to build the industry's innovation capacity through IA policy development on technological change, DLT, crypto and AI, as well as promoting fund modernisation and supporting firms on operational policy including resiliency and cyber security. The Engine connects best-in-class FinTech innovators to forward-looking investment managers to transform how the world invests.
The Investment Association is the trade body and industry voice for UK investment managers. We champion the investment management industry, which plays a major role in the UK and global economy and helps millions of individuals and families achieve their life goals by helping grow their investments.
Agenda Day 1
9:00 AM Chairperson Opening Remarks
12:20 PM Industry Insights: Data sharing, interoperability & industry collaboration – How can industry players come together to use technologies in a more unified and scalable way to make AI a real decision maker and not just a siloed experiment?
• How can the industry leverage more intuitive investment platforms to self-serve, digital-first solutions where investors can perform multiple tasks easily?
• Breaking the silos - Can the industry build shared AI infrastructure for AML/KYC, documents & client onboarding?
• Efficient data handling and leveraging AI agents for smarter compliance and validation processes
• Breaking down barriers - How standardized data models improve interoperability between managers, custodians & fund admins
• Collaboration at scale: What GP–LP data exchange could look like in a digital, tokenized future
5:30 PM Chairperson Closing Remarks
Agenda Day 2
9:00 AM Chairperson Opening Remarks
11:20 AM Leaders Perspective: How can you leverage robust technology platforms and strategic partners to drive measurable efficiency gains while maintaining high-quality service and resilient operations?
Available for Sponsorship
5:00 PM Chairperson Closing Remarks
Check out the incredible speaker line-up to see who will be joining John.
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