Carlos Alberto Morales, Adepa Asset Management S.A.

Carlos Alberto Morales Carlos joined Adepa in 1997 and developed Adepa’s operations from scratch in Luxembourg in 2006 to a renowned market player outside the country’s borders. His experience has been built after having undertaken responsibilities in administration, investment management and marketing activities. Carlos is today overseeing and shaping the group’s development strategy, in Luxembourg and abroad, developing key business relationships and key cli
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.