Paul Ellis, HSBC

Paul Ellis

Paul has over 25 years financial services experience providing asset servicing solutions to a broad universe of asset managers, insurance companies, hedge funds and pension schemes. He has previously worked with KPMG, Fortis Bank, and SEI Investments prior to joining HSBC Securities Services (“HSS”) in 2003. Paul is Global Head of Regulatory Product Management for HSBC Securities Services, delivering end to end product solutions driven by global regulatory change. He provides regular thought leadership to clients and the market via contribution to publications, webinars and conferences. Paul holds a Bachelor of Business Studies degree from Trinity College Dublin and is a Fellow Chartered Accountant (FCA) of the Institute of Chartered Accountants in Ireland.

Agenda

09.15 - 10.15

Industry Drivers: where is the asset management industry heading in 2019 and beyond?

This panel will discuss the latest trends and industry drivers such as governance, distribution trends, Brexit, FinTech, ESA review, CMU and the impact of regulatory developments.

  • Paul Ellis

    Paul Ellis Global Head of Regulatory Product Development HSBC

  • Louis Wright

    Louis Wright Director Sales and Relationship Management Calastone


10.15 - 11.00

Sustainable investing: from niche to mainstream

  • Recent developments in sustainable finance – a key topic on the European agenda
  • Retail and institutional trends: meeting investor needs
  • Integrating ESG factors in the investment process: practical approaches
  • Does sustainability help sell?
  • Opportunities SDGs can offer asset managers

11.20 - 12.05

Structuring alternative funds: meeting the needs of multi-faceted investors

Practitioners will explain how to best structure and distribute products focusing on PE and RE and present the newest Luxembourg vehicle: the RAIF (Reserved Alternative Investment Fund).