Jefferson L. Matias Oliveira, PwC Brazil

Jefferson L. Matias Oliveira Jefferson L. Matias Oliveira Financial Services Advisory Director, PwC Brazil - Jefferson Oliveira currently serves as PwC Financial Services Advisory Director with major focus on Latin America inbound and outbound business linked to the Asset & Wealth Management, Banking & Capital Markets sectors. With over eighteen years of experience on Advisory, Management Consulting and Corporate Finance fields, Jefferson possesses sounding expertise on international markets and has led several initiatives ranging from market entry, debt & capital advisory, internationalisation programs for both Latin America and Foreign companies, merger & acquisitions, initial public offerings, product portfolio launch and tax structuring. His living experience in Brazil, Luxembourg, Portugal, Singapore, Spain, U.S. and the U.K also adds good cultural business knowledge to better serve clients globally.  Jefferson is an active member in various FS industry working committees, participating on several international missions and conferences as a speaker on the Investment Management field, he holds a B.S. in Accounting from Pontificia Universidade Catolica de São Paulo, MBA degree from Universidade de São Paulo and Executive Education from INSEAD Singapore.
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

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
  • Jon Griffin

    Jon Griffin Managing Director J.P. Morgan Asset Management

  • David Louis

    David Louis Partner Charles Russell Speechlys Luxembourg


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
  • David Louis

    David Louis Partner Charles Russell Speechlys Luxembourg

  • Jon Griffin

    Jon Griffin Managing Director J.P. Morgan Asset Management


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

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
  • David Louis

    David Louis Partner Charles Russell Speechlys Luxembourg


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

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