Join us for the next Calastone TA Forum in Luxembourg, an exclusive, in-person gathering for senior professionals from the transfer agency and asset servicing community.
This event will bring together thought leaders and innovators to exchange perspectives on current challenges and emerging opportunities within transfer agency operations. We’ll spotlight advancements in automation, AI, and risk mitigation while offering peer-to-peer discussion in a collaborative setting.
Why Attend?
Gain unique insights from expert guest speakers and industry peers through a dynamic mix of discussion and presentations. Highlights include:
- Industry Trends & Operational Excellence – Hear from a leading Luxembourg-based consultancy on the latest market shifts in fund servicing.
- Digital Transformation – Revisit best practices in e-appforms, digital onboarding, and operational automation.
- Artificial Intelligence & OSINT – Explore how AI and open-source intelligence are being applied to strengthen AML and financial crime prevention.
Featured Speakers
- Andrea Danielli, MOPSO – Unlocking the Potential of Data Sharing: AML/KYC and Beyond
- Manuel Kumapley, HDIC – Successfully Managing Transformation within the Modern Fund Industry
- Pierre-Eric Patricola, Director, Sales and RM, Europe, Calastone
Event Details
Date: Thursday, 18 September 2025
Time: 8:30am – 10:30am CEST
Location: Luxembourg
Who Should Attend?
This forum is tailored for senior transfer agency professionals, heads of operational innovation, digital leads and client onboarding managers, as well as risk and compliance leaders focused on AML/KYC transformation.
Registration for this event are now closed.