Kai Braun, EY

Kai Braun Kai has more than 10 years experience as a consultant at Ernst & Young in the alternative investment sector. He also gained significant hands-on experience while working as head of operations for a leading German service provider both in terms of administration and custody in Luxembourg. In this position, Kai was in charge of accounting, transfer agency and reporting for 25 PE and RE funds and 80 Luxembourg domiciled companies and SPVs.

Agenda

9.20-10.20

The future value proposition of the asset management industry

Brexit, the rise of populism, and enduring low interest environment, the threat of climate change, changing investor demand….
What are the impacts of major geopolitical and macro-economic trends on our daily business?
Do we have to change our mid-to long term strategies?
Is the role of asset management changing?
This panel will discuss the importance, or not, to adapt to stay fit for purpose


10.50-11.35

Luxembourg – EU Hub for Alternative Investments

Fastest growing alternative asset classes (debt, infrastructure, real estate, private equity, venture capital, etc.)
Fastest growing investment strategies (co-investments paralell investment funds – managed accounts)
AIFM servicing solutions
Impact of ESMA opinions & guidelines
International tax policy impacts

  • John Atherton

    John Atherton General Counsel Private Investment Structures Schroder Adveq Management (UK) Limited


11.35-12.20

Distribution Evolution

Post-MiFIDII, PRIIPS, FinTech etc.: regulatory and digital developments thoroughly impact fund distribution. So what exactly lies ahead?


14.00-15.00

UCITS INNOVATION WORKSHOP

The UCITS vehicle is over 30 years old, and considered “mature”. But new features, structures and management techniques continue to evolve. This workshop will feature practical case studies of Fund Managers on their solutions to resolving business issues or seizing market opportunities, including the use of hedge-fund type strategies, through innovative structuring of their UCITS or management process.


14.00-15.00

PRIVATE EQUITY WORKSHOP

The workshop will highlight the different tools and types of structures available in Luxembourg through the testimony of locally established GPs with experience in pre and post AIFMD. The session will also welcome the views of placement agents to guide the audience through today’s preferences of investors and will conclude with an interactive debate on the future of PE in Luxembourg


15.00-16.00

RESPONSIBLE INVESTING WORKSHOP

COP 23 – Climate financing – the big picture
Recent regulatory and market developments in sustainable finance in Europe
The Roadmap towards a Sustainable Finance Centre in Luxembourg
The opportunities of SDGs in asset management


15.00-16.00

REAL ESTATE WORKSHOP

Deep dive into the SIF, the RAIF and Special Limited Partnerships: vehicle selection, setup process, sourcing capital, strategy and operations, administering and reporting


Agenda

9.20-10.20

The future value proposition of the asset management industry

Brexit, the rise of populism, and enduring low interest environment, the threat of climate change, changing investor demand….
What are the impacts of major geopolitical and macro-economic trends on our daily business?
Do we have to change our mid-to long term strategies?
Is the role of asset management changing?
This panel will discuss the importance, or not, to adapt to stay fit for purpose


10.50-11.35

Luxembourg – EU Hub for Alternative Investments

Fastest growing alternative asset classes (debt, infrastructure, real estate, private equity, venture capital, etc.)
Fastest growing investment strategies (co-investments paralell investment funds – managed accounts)
AIFM servicing solutions
Impact of ESMA opinions & guidelines
International tax policy impacts

  • John Atherton

    John Atherton General Counsel Private Investment Structures Schroder Adveq Management (UK) Limited


11.35-12.20

Distribution Evolution

Post-MiFIDII, PRIIPS, FinTech etc.: regulatory and digital developments thoroughly impact fund distribution. So what exactly lies ahead?


14.00-15.00

UCITS INNOVATION WORKSHOP

The UCITS vehicle is over 30 years old, and considered “mature”. But new features, structures and management techniques continue to evolve. This workshop will feature practical case studies of Fund Managers
on their solutions to resolving business issues or seizing market opportunities, including the use of hedgefund type strategies, through innovative structuring of their UCITS or management process.


14.00-15.00

PRIVATE EQUITY WORKSHOP

The workshop will highlight the different tools and types of structures available in Luxembourg through the
testimony of locally established GPs with experience in pre and post AIFMD. The session will also welcome
the views of placement agents to guide the audience through today’s preferences of investors and will
conclude with an interactive debate on the future of PE in Luxembourg


15.00-16.00

RESPONSIBLE INVESTING WORKSHOP

COP 23 – Climate financing – the big picture
Recent regulatory and market developments in sustainable finance in Europe
The Roadmap towards a Sustainable Finance Centre in Luxembourg
The opportunities of SDGs in asset management


15.00-16.00

REAL ESTATE WORKSHOP

Deep dive into the SIF, the RAIF and Special Limited Partnerships: vehicle selection, setup process, sourcing
capital, strategy and operations, administering and reporting


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