2018 IFIE-IOSCO Global Investor Education Conference

Sunday, April 8 2018

16:00 - 18:00 IFIE Advisory Board meeting

Monday, April 9 2018

09:00  -  12:00 GEM Workshop
12:00 - 13:00 Lunch for Global Leadership and attendees and IFIE/Chapter Networks (Americas, Asia, Europe/Africa)
13:00 - 15:30 IFIE Africa Chapter AGM
13:00 - 15:30 IFIE Americas Chapter AGM
Agenda
Meeting Minutes
13:00 - 15:30 IFIE Asia Chapter AGM
Agenda
Meeting Minutes
16:00 - 17:30 IFIE Annual Members Meeting
Agenda
Meeting Minutes
18:30 - 20:00 IFIE-IOSCO Global Investor Education pre-Conference Reception

Tuesday, April 10 2018

09:30 - 10:30 Welcomes and Opening Session of the 2018 10th Anniversary IFIE-IOSCO Global Investor Education Conference

Welcome/Introduction from Koichi Ishikura, JSDA and Chair, IFIE 

Welcome Remarks from Conference Host and JSDA Chairman Mr. Shigeharu Suzuki, Chairman and CEO, JSDA 

Welcome Remarks from Mr. Takao Ochi, State Minister for Financial Services, Government of Japan

Welcome Remarks from Lori Schock, Director, Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission (SEC) and Chair, 2018 IFIE-IOSCO Global Investor Education Conference Programme Committee  

Remarks from Paul Andrews, Secretary General, IOSCO 

Remarks from Mr. Shinichi Yoshikuni, Chairman of the Central Council for Financial Services Information, Japan

10:45 - 12:30
13:30  -  14:30

Discussion on External Trends Impacting the Field and What They Mean for our Work

14:30  -  14:45
  • Kumi Fujisawa, Chair of Financial Literacy and Education Support Committee, JSDA
15:00  -  18:00
Afternoon Plenary Session—“Key Issues in and Impacting the FC/IE Field” (continued)

Key Issues Engaging Young People Starting Out

Key Issues in Meeting the Needs of An Aging Society

Multimedia Showcase of FC/IE Work from Around the Globe

18:30  -  21:00
Networking Event
Buffet Networking Dinner at International House of Japan, an institution set up in 1952 to recognize and promote the value of culture in international/global relationships. The donated estate on which the International House stands is just one of Tokyo's many treasures. More history on the funders and 20thcentury leaders who supported the creation and programming of the organization is available at https://www.i-house.or.jp/eng/about/index.html.
Intl House of Japan

Wednesday, April 11 2018

09:30 - 11:00
Morning Session Day 2

Coping with Dynamic Change—Aspects of Building Individual and Organizational Resilience to Achieve Impact

 

11:15  -  11:30
  • Masamichi Kono, Deputy Secretary General, Organisation for Economic Co-operation and Development (OECD)
11:30  -  12:30

Morning Session Day 2 (continued)

Roles of Different Sectors in Implementing FC/IE initiatives to help make individuals more resilient  

  • Douglas Melville, Principal Ombudsman and Chief Executive, Channel Islands Financial Ombudsman (CIFO), co-moderator
  • Lori Schock, Director, Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission (SEC), and Chair 2018 IFIE-IOSCO Global Investor Education Conference Programme Committee, co-moderator
13:30  -  15:00

Financial Education and Building Resiliency Among Children/Youth/Families

  • Melanie Mortimer, President, SIFMA Foundation, co-moderator/resource
  • Rediet Abiy, Head of Programmes, Aflatoun, co-moderator/resource
13:30  -  15:00

Managing in an FCIE Context: Additional Types and Complexity of Investment Products and Services

  • Uttam Bagri, Chair, Bombay Stock Exchange Brokers' Forum (BBF), co-moderator
  • Anurag Bansal, Vice Chair, Bombay Stock Exchange Brokers' Forum (BBF), co-moderator
  • Peter Douglas, CAIA, Director, CAIA Foundation, co-moderator/resource
13:30  -  15:00

Segmenting Initiatives, Scaling Initiatives

  • Tim Burrell, Financial Conduct Authority (FCA), UK, moderator
  • Damian Yip, Investor Education Centre (IEC), Hong Kong, resource
13:30  -  15:00

Addressing and Implementing Initiatives Related to Senior Investor Vulnerabilities

15:15  -  16:15
16:15  -  17:30
  • Paul Andrews, Secretary General, IOSCO
  • Koichi Ishikura, JSDA and Chair, IFIE
  • Flore-Anne Messy, Head of Financial Affairs Division, OECD
  • Lori Schock, Director, Office of Investor Education and Advocacy, U.S. SEC, and Chair, 2018 IFIE-IOSCO Global Investor Education Conference Programme Committee
  • N. Hariharan, Chief General Manager, Securities and Exchange Board of India (SEBI)
  • Kathryn Edmundson, IFIE, moderator
  • Additional speakers TBD

POST-CONFERENCE PROGRAMMING

JULY 2018

 

AUGUST 2018

 

SEPTEMBER 2018

 

 

TOP INVESTOR EDUCATION PROFESSIONALS CELEBRATE HISTORIC MILESTONE AS GLOBAL INVESTOR EDUCATION CONFERENCE TURNS 10 YEARS OLD

2018 Conference Participants

Sponsored by

International Forum for Investor Education
International Organization of Securities Commissions

Hosted by

Japan Securities Dealers Association (JSDA)