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Retail Investment Strategy in the digital age: are we up to the challenges? (disclosures, digital channels, tokenisation, supervision…)

Day 2 Afternoon

Thursday 14 September

Room :

ROOM 2

Speakers

Chair
Carlo Comporti
Commissioner - Commissione Nazionale per le Società e la Borsa (CONSOB)
Public Authorities
Mark Branson
President & Member of the Supervisory Board, SSM - Federal Financial Supervisory Authority, Germany (BaFin)
Luis Laginha de Sousa
Chair - Portuguese Securities Market Commission (CMVM
Michael McGrath
Assistant Secretary, Financial Services Division - Department of Finance, Ireland
Fausto Parente
Executive Director - European Insurance and Occupational Pensions Authority (EIOPA)
Industry Representatives
Vicente Cancio Garcia
Chief Executive Officer - Zurich, Spain
Stefan Lehmann
Chief Executive Officer - Generali Deutschland AG
André Themudo
Director, Head of Wealth and Asset Managers Iberia - BlackRock

Objectives

This session will focus on the role that digitalisation can play in further developing retail investment and whether this objective is appropriately reflected in the Retail Investment Package proposal.

A first round of discussion will focus on how digitalisation can help to increase investor participation in the capital markets, the related benefits and possible issues to be considered in this respect. In the second round we will assess whether the proposals of the Retail Investment Package will allow the leveraging of the potential of digitalisation for increasing retail investment and whether further actions need to be considered for taking advantage of digitalisation in the retail investment space.

Points of discussion

  1. Implications of digitalisation for retail investment: Are digitalisation and the use of new technologies a major driver of the development of retail investment? What are the main benefits provided by digitalisation for retail investors? What are the conditions of an effective use of digital tools in the retail investment space?
  2. Relevance of the Retail Investment Package for leveraging the potential of digitalisation in the retail investment space: Are the impacts and potentialities of digitalisation well taken into account in the RIP proposal? Are there further issues or measures to consider for successfully using digital tools to develop retail investment?