Until the event!

The annual meeting of the world’s leading TA and Distribution Operations community, bringing together the most important Asset Servicers, global Transfer Agents and Distribution Operations service providers.

The 18th edition of this yearly one-day event continues to assure that the participants share the key subject matters that continuously transform Luxembourg’s Global TA & Distribution Operations operating model. Last year’s conference attracted more than 250 participants!

Following on from last year’s key theme of TA 2020 – TA Transformation on its way, this year’s TA & Distribution Ops Forum 2017 will focus on a reality check of those key drivers that are currently shaping the fund industry’s operational value chain, specifically the TA and Distribution Operations operating model.

Are TA & Distribution Operations being Disruptive? Disrupted? Or Transformed?


5 Reasons why this is an unmissable event

5 Reasons why this is an unmissable event

Network with 250+ fund industry experts coming from over 12 countries from the US, Asia and the EU. Year on year on, 50% of conference participants are newcomers, which testifies that TA and Distribution Operations certainly remain appealing topics

Listen to high-level speakers representing the global TA and Distribution Operations community

Meet the Asset Servicers who administer and process a global reach of Luxembourg-domiciled  investment funds, covering 70+ countries of distribution, over 7 million shareholder accounts, approx. 23 million yearly transactions and maintain over 56,000 distribution agreements

All subject matters discussed during the conference are timely, where conference organisers aim to provide participants with the maximum of thought provoking insights on today’s fund operations model

Engage with the ALFI’s unique community, representing the largest global fund administration centre for investment funds

4 Essential themes and key highlights will be covered in this 1 day programme include:

4 Essential themes and key highlights will be covered in this 1 day programme include:

Market Insights
Find out if Distribution & Transfer Agency Operations will soon get disrupted or will become  a key player in the ongoing transformation of existing TA and distribution operating models

Around the world on TA & Distribution Ops
Learn from regional representatives from Asia and the USA as to their “glocal” hot topics affecting their respective fund operating models

Fintech
Get a realistic perspective on today’s proposed Fintech & RegTech solutions, Distributed Ledger Technology (DLT), Robotics Process Automation and Data Management & Security applications by leading fund industry IT experts

Regulatory agenda and impacts to TA & Distribution Ops
Hear it from service delivery leaders and the Luxembourg Regulator on the practical implications of MIFID 2, PRIIPS, GDPR and other key regulations directly affecting TA and Distribution operations models

Sponsorship opportunities

Sponsorship opportunities

Our convenient sponsorship or exhibition packages are suitable for organisations of all sizes and are designed to fit every marketing objective and budget. Whichever package you choose, you receive brand-building exposure with a broad variety of fund industry professionals.

Join this unique gathering of the global fund industry with its Asset Servicers and their peers.

Confirmed speakers

Josée-Lynda Denis Senior Conference Producer, TA Forum & Distribution Operations coordinator ALFI
Keith Hale CEO Temenos Multifonds
Caroline Higgins Chair of ALFI TA & Distribution Forum Asia Northern Trust
Jean-Philippe Houard Head of Luxembourg Transfer Agency BNY Mellon
Junaed Kabir Managing Partner Junaed Kabir and Associates
Rafal Kwasny Vice President, International Transfer Agent EMEA & co-Chairman ALFI TA & Distribution Operations Forum and Steering Committee Franklin Templeton Investments
Hugo Larguinho Brás Director, PwC & co-Chairman ALFI TA & Distribution Operations Forum and Steering Committee PwC
Richard Marshall Director of Product Management FundRock Management Company S.A.
Jean-Benoît Naudin Managing Director International Financial Data Services Luxembourg S.A. (IFDS)
Matthew Newnham Head of Business Development MFEX Mutual Funds Exchange
Olivier Portenseigne Managing Director Fundsquare S.A.
Andrew Keith Walker Writer , Serial Entrepreneur
Dariush Yazdani Partner PwC
Nasir Zubairi CEO Luxembourg House of Fintech (LHoFT)

Image Gallery

Have a look at last year’s agenda

Sponsor and Partners