Calastone Connect Forum – London, 30 September 2025 – Agenda______

This half day event will explore how the investment management industry is evolving in response to macroeconomic shifts, emerging technologies, and changing investor demands. Under the theme “Navigating the Next Era of Asset Management” the event will spotlight strategic innovation across distribution, decentralised finance, and operational transformation.

9:00 AM - Welcome Note

Ross Fox

Head of EMEA, Calastone

9:10 AM - 9:35 AM - The Long View: What the Next Five Years Mean for Asset Management

An industry outlook session exploring the macro drivers shaping the industry, including technology, regulatory, geopolitical, and investor influences.

Dean Frankle

MD & Partner (Asset & Wealth Management lead W Europe), BCG

Brian Godins

Chief Commercial Officer, Calastone

9:35 AM - 10:15 AM - Panel Discussion: Asset Management 3.0 – what is next for the industry

A discussion on how the industry is evolving to serve the needs of the modern investor, covering changing distribution models, the role of generative AI in the future of advice, the impact of technology and innovation in powering Asset Management 3.0, and what the market may look like in 2030 and beyond.

Moderator

Edward Glyn

Head of Global Markets, Calastone

Panellists

Jonathan Curry

CIO UK & Global Liquidity, HSBC

William Lucken

Global Head of Products, Janus Henderson

Christopher Caspar

Chief Executive Officer, Edmond de Rothschild

Simon Ellis

Professional Independent Chair and Non-Executive Director

10:15 AM - 10:35 AM - From Innovation to Impact: How Our Technology Empowers Transformation

Calastone shares insights into the evolving technology landscape, highlighting how innovation is driving greater efficiency across the investment lifecycle, with a tech roadmap focused on scale, security, and efficiency, and products – from mutual funds, MMFs, and ETFs to DI – designed through its network and applications to drive client success.

Robert Pokorny

Head of Engineering, Calastone

10:35 AM - 11:05 AM - Break

11:05 AM - 11:25 AM - Fireside chat with Martin Gilbert

Senior level perspectives on the evolving investment landscape and perspectives from the ‘neo-world’.

Moderator

Edward Glyn

Head of Global Markets, Calastone

Panellist

Martin Gilbert

Chairman, Revolut

11:25 AM - 12:05 PM - Panel Discussion: Converging Forces: How Traditional and Decentralised Finance Can Evolve Together

As decentralised and traditional finance converge, this session explores how established institutions are uniquely positioned to shape, scale, and stabilise the opportunity – combining trust, innovation, and infrastructure to build the future of finance.