European Asset Management Conference 2017 – lunch sessions

If you’re attending the upcoming ALFI European Asset Management Conference 2017 – what are you doing during your lunch break?

Join us on 21st March at 13:10pm for a Lunch & Learn session covering: sanctions regime, data protection and structuring parallel funds – three key topics transforming the Asset Management industry today and tomorrow.

13:10 – Update on the UCITS sanctions regime
Gast Juncker, Partner, Elvinger Hoss Prussen

Regulators all over Europe are focusing on the application of the new UCITS sanctions regime. Which rules
apply in Luxembourg and how can you adapt to the new situation?

13:25 – Data Protection – What should you focus on before year-end?
Anne Baudoin, Counsel, Elvinger Hoss Prussen

The so-called GDPR or EU General Data Protection Regulation will enter into effect on 25 May 2018 and will apply to investment funds, management companies and to their various service providers.
For your company  to be able to comply with the GDPR requirements from this date, it is of key importance that an analysis is made of their impact on your organisation and on the current data flows required to be able to service your clients and determine appropriate adjustments. To this effect, what key steps should be implemented in the forthcoming months?

13:40 – Structuring Parallel Funds – Three key issues
Jérôme Wigny, Partner, Elvinger Hoss Prussen

There is a clear trend for large players to set up Luxembourg funds investing alongside offshore
funds but using a common holding structure. This has a number of practical implications in terms of
portfolio management, risk management, valuation, custody, administration and marketing.

Join us on 22 March at 13:10pm for a Short & Sharp session on one of the world’s first blockchain for fund managers in action | FundsDLT.

In December 2016, FundsDLT hit the headlines by launching a brand new blockchain-powered platform allowing fund managers to sell direct to the investor (or via advisors) while also digitalising the entire distribution value chain. Funds DLT allows asset managers to mutualise a significant number of fund processes, dramatically reduce the cost of transactions, and radically cut down the time taken for a transaction to be processed.

For our ALFI Short and Sharp session, we will bring two of the people behind the platform (representing KPMG Luxembourg and Fundsquare) together with Laurent Marochini (chairman of the ALFI blockchain working group) to explore the digitalisation of distribution, AML/KYC, and the transaction process.

  • Digitalisation of fund distribution
  • Digitalisation of AML/KYC
  • Digitalisation of the transaction process

Presentation & interactive panel

  • Said Fihri, Associate Partner, KPMG Luxembourg
  • Oliver Portenseigne, Chief Commercial Officer, Fundsquare
  • Laurent Marochini, Head of Innovation, Société Générale Securities Services

Join us on 22 March at 13:10pm and at 13:35pm for a Lunch & Learn session “Boost the distribution of your funds through effective monitoring”.

  • The key risk areas of fund distribution
    Distribution incidents revealed during the financial crisis have forced the asset managers to recognise the risks caused by the distribution of financial products and to handle new types of distribution risks. Are all these key risks on your radar?
  • Main distribution challenges ahead for asset managers
    MiFID 2 will impact fund distribution, how can asset managers prepare for tomorrow.
  • How can distribution oversight bring further business added value
    It is possible to hit two birds with one stone: an efficient distribution oversight can help asset managers to smartly adapt the distribution strategy to the changing distribution landscape.