Rafael Aguilera, EY

Rafael Aguilera Rafael Aguilera is an Executive Director at EY. He has more than 15 years experience in the asset management industry within the areas of product development, registration and multichannel distribution of investment funds on a cross-border basis. Rafael joined EY in 2012 from a 'Big Four' consulting firm where he held for 6 years a Directors’ role within their Regulatory Consulting department. Prior to this role Rafael worked for 4 years at Fortis Investment Luxembourg as Senior Legal Advisor and 2 years at ING Investment Management Brussels as Legal and Compliance Officer. Rafael has developed a solid background in all regulatory matters related to fund registration and distribution.  Rafael is nominated expert from ALFI on cross-border Asset Management initiatives. He is also a member of numerous ALFI and EFAMA working groups. Rafael is fluent in French, Dutch, English and Spanish and completed his law degree at the VUB and masters in Finance and Corporate Finance at the KUL Business School, in Belgium
15.10 - 16.00

Putting investor protection first

How investing in Luxembourg UCITS & regulated alternative funds offers the safest way to invest globally
•Latest news from the UCITS world
•Discussion on the role of UCITS on global distribution
•Focus on Governance and Risk management
•Liquidity
•Eligible assets and use of derivatives
•Valuation
•The role and responsibilities of service providers
•Presentation of the AIFMD framework
  • Carlos Alberto Morales

    Carlos Alberto Morales CEO. Director of Adepa Global Services S.A. and Adepa Asset Management S.A. Adepa Asset Management S.A.


16.30 - 17.15

The Luxembourg toolbox for investing in and structuring alternative investment funds

•Latest trends and developments in alternatives
•Supporting the ambition of Asset Managers wishing to expand internationally
•Solutions for structuring Private Equity, Real Estate and infrastructure investments

15.00 - 15.50

UCITS & AIFMD: the Global Opportunity

•How UCITS facilitate access to worldwide markets
•Assets under management and asset flows
•Innovation
•Luxembourg, the leading UCITS hub
•UCITS and AIFMD: differences and similarities

16.20-16.50

Speaking with the Regulators


16.50 - 17.35

Focus on Investor Protection principles

How investing in Luxembourg UCITS & regulated alternative funds offers the safest way to invest globally
•Latest news from the UCITS world
•Discussion on the role of UCITS on global distribution
•Focus on Governance and Risk management
•Liquidity
•Eligible assets and use of derivatives
•Valuation
•The role and responsibilities of service providers
•Presentation of the AIFMD framework
  • Carlos Alberto Morales

    Carlos Alberto Morales CEO. Director of Adepa Global Services S.A. and Adepa Asset Management S.A. Adepa Asset Management S.A.


15.00-15.50

UCITS & AIFMD: the Global Opportunity

•How UCITS facilitate access to worldwide markets
•Assets under management and asset flows
•Innovation
•Luxembourg, the leading UCITS hub
•UCITS and AIFMD: differences and similarities

16.50-17.35

Focus on Investor Protection principles

How investing in Luxembourg UCITS & regulated alternative funds offers the safest way to invest globally
•Latest news from the UCITS world
•Discussion on the role of UCITS on global distribution
•Focus on Governance and Risk management
•Liquidity
•Eligible assets and use of derivatives
•Valuation
•The role and responsibilities of service providers
•Presentation of the AIFMD framework
  • Carlos Alberto Morales

    Carlos Alberto Morales CEO. Director of Adepa Global Services S.A. and Adepa Asset Management S.A. Adepa Asset Management S.A.