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

  • 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

16.30 - 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

15.10 - 16.00

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

16.30 - 17.15

Focus on Investor Protection principles

  • UCITS for reinforced investor protection
  • Risk management
  • Liquidity
  • Eligible assets
  • Use of derivatives
  • Valuation
  • The role and responsibilities of service providers

15.10-16.00

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
  • Private Equity, Real Estate and infrastructure investments

16.30-17.15

Focus on Investor Protection principles

  • UCITS for reinforced investor protection
  • Risk management
  • Liquidity
  • Eligible assets
  • Use of derivatives
  • Valuation
  • The role and responsibilities of service providers

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