Media Coverage From The Conference

IFIE-IOSCO 2016 GLOBAL INVESTOR EDUCATION CONFERENCE

12 June, 2016

Pre-Conference Reception; Business and Regional Meetings

9:30 AM - 11:00 AM IFIE Advisory Board meeting
12:00 PM- 1:00 PM IFIE/ Americas Chapter AGM

Programme and Problem-Solving Meetings. Members join IFIE/Asia Chapter members for lunch at noon and a business meeting follows.
12:00 PM- 3:00 PM IFIE/ Asia Chapter AGM
  • Chaired by Fumiaki Miyahara, Senior General Manager, International Affairs and Research Division, Japan Securities Dealers Association (JSDA) (bio/photo)
  • Programme and Problem-Solving Meetings. Starts with lunch at 12:00 noon and a business meeting follows—JSDA sponsoring IFIE/Asia AGM and lunch including other Chapter/Global FC/IE leadership.
Europe and MENA AGMs
  • Participants from MENA/Africa or Europe are welcome to attend the other two Chapter meetings during this period. Consult an IFIE representative for other activities related to your region.
4:00 PM - 5:30 PM IFIE Global Networks Members meeting

All those attending Conference are invited.
6:00 PM - 8:00 Pre-Conference/Opening Reception at Wyndham Grand Istanbul Levent Hotel Conference Venue—All those Attending the Conference and Adjacent meetings are Welcome

13 June, 2016

2016 IFIE-IOSCO Global Investor Education Conference Day 1

  • 7:00 AM - 9:00 AM Coffee available outside Conference Main Meeting Room.
    9:00 AM - 10:15 AM Opening Plenary Session—Welcome and Remarks Video Playback
    • Alparslan Budak, Chairman, International Forum for investor Education (IFIE); Vice Chairman, FPD Turkey (bio/photo)
    • Paul P. Andrews, Secretary General, International Organization of Securities Commissions (IOSCO); Immediate Past Chairman, International Forum for investor Education (IFIE) (bio/photo)
    • İlhami Koç, Chairman, Turkish Capital Markets Associations (TCMA) (bio/photo)
    • Vahdettin Ertaş, Chairman, Capital Markets Board of Turkey (CMB) (bio/photo)
    10:15 AM - 12:15 PM Quick Start – Ideas, Trends and What’s New in FC/IE Implementation Work
    12:25 PM - 1:30 PM Buffet Lunch – Networking Opportunity
    1:45 PM - 2:45 PM Plenary Session 1 Part I - Implications for FC/IE work and the FC/IE Eco-System of Changing Economic and Market Dynamics Video Playback

    Public Sector Responses and Conversation:
    • Robert Stammers, Director of Investor Education, CFA Institute, Moderator
    • Leonardo P. Gomes Pereira, Chairman Securities and Exchange Commission Brazil (CVM ) (bio/photo)
    • Dr. Kusumaningtuti Soetiono, Member Board of Commissioners, Indonesia Financial Services Authority (bio/photo)
    2:45 PM - 3:45 PM Plenary Session 1 Part II - Implications for FC/IE work and the FC/IE Eco-System of Changing Economic and Market Dynamics
    3:45 PM - 4:00 PM Break
    4:00 PM - 5:00 PM Plenary Session 2 - Case Study on Putting it All Together
    5:00 PM - 6:00 PM Plenary Session 3 - Multi-Media Showcase Video Playback
    • Cecile DeWit, Advisor, Education and Training Policy and Programs, IOSCO, Moderator (bio/photo)
    Featuring multi-media FC/IE work from around our global networks and endeavouring to include a sampling of video created by young people about key FC/IE topics.
    7:00 PM - 9:30 PM Evening Networking Reception and Dinner – Sait Halim Pasa

    This is a historically significant last quarter of the 19th century Turkish palace/mansion on the Bosphorus. This event is intended for networking purposes so you can renew connections and meet new colleagues and will feature a presentation of Turkish music. www.saithalimpasa.com.

    • Recognition of and Thanks to Sponsors and Partners -- İlhami Koç, Chairman Turkish Capital Markets Associations (TCMA)

    14 June, 2016

    2016 IFIE-IOSCO Global Investor Education Conference Day 2

  • 7:00 AM - 9:00 AM Coffee and Tea Service Available outside conference main meeting room
    9:00 AM - 10:30 AM Skill and Professional Development Workshop - Media Training Video Playback
    10:30 AM - 10:45 AM Break
    10:45 AM - 12:00 PM Behavioural Economics Research and Practice Roundtable
    12:00 PM - 1:15 PM Breakout Session 1

    Understanding Senior Investor Vulnerabilities and Best Practices for Serving Seniors in FC/IE Context - Workshop. Video Playback
    12:00 PM - 1:15 PM Breakout Session 2

    Exploring Implications of Emerging Fintech and Implications for FC/IE Work - Problem Solving. Video Playback
    • Moderator Konrad Afande(bio/photo), Assistant Manager for Investor Education and Public Awareness, Capital Markets Authority (CMA) Kenya; Presenter Bob Hayward (bio/photo), Principal, Management Consulting KPMG Asia/Pacific and Leader KPMG CIO Advisory Centre of Excellence in Asia Pacific region
    12:00 PM - 1:15 PM Breakout Session 3

    Developing systems to collect data and use it for FC/IE Programmes - Workshop. Video Playback
    • Moderator Helen White (bio/photo), Head of Financial Capability, Money Advice Service UK and Co-Moderator Errol Cova (bio/photo), Head, Investment Institutions and Trust Supervision Department, Central Bank of Curacao and Sint Maarten
    12:00 PM - 1:15 PM Breakout Session 4

    Building Investor Engagement and Focused Audience targeting - Best Practice Sharing and 1-2 Baseline Presentation/s on working with *Individuals in the Military and their Families and *Building Engagement With Young Adults.
    Video Playback
    • Co-Facilitators, Gerri Walsh Senior Vice President, FINRA US and President FINRA Foundation and Hassan Mahtat (bio/photo), Senior Programme Manager - Francophone Africa, Aflatoun
    12:00 PM - 1:15 PM Breakout Session 6

    Deep Dive Media Training - Practice Session. Video Playback
    • Practice Session Leader Patrick Yu, Senior Vice President and Partner, Head Financial and Professional Services Sector Asia Pacific, FleishmanHillard Hong Kong and ; Robert Stammers, Director of Investor Education, CFA Institute, will assist
    CANCELLED - Breakout Session 5

    **Content from Breakout Session 5 is reassigned** Building and Sustaining FC/IE Leadership When You are Leading, Managing, Designing and Delivering Programmes - Trouble-shooting/Problem-solving session
    1:15 PM - 2:15 PM Buffet Lunch – Networking Opportunity
    2:30 PM - 3:30 PM Building and Articulating Value and ROI of FC/IE Efforts over Time
    3:30 PM - 3:45 PM Coffee Break
    3:45 PM - 5:00 PM Follow Up Implications from The Conference and the FC/IE Priority Agenda for the Year Ahead—Voices of Senior Global Leadership Video Playback
    • Alparslan Budak, Chair, International Forum for Investor Education (IFIE);
    • Vice Chairman, Financial Planning Association of Turkey (FPD)
    • Paul Andrews, Secretary General, International Organization of Securities Commissions (IOSCO);
    • Immediate Past Chair, International Forum for Investor Education (IFIE)
    • Flore-Anne Messy, Head of the Financial Affairs Division, OECD; Executive Secretary of the International Network on Financial Education (INFE), OECD (bio/photo)
    • Leonardo P. Gomes Pereira, Chairman Securities and Exchange Commission Brazil (CVM)
    • Kathryn Edmundson, Executive Director for the Secretariat, International Forum for Investor Education (IFIE), Moderator (bio/photo)
  • CONFERENCE PARTICIPANT LIST