Agenda

Day 1 - Tuesday 5 March Day 2 - Wednesday 6 March

Registration and breakfast

Welcome and introduction

Impact investing and ESG

There is a clear distinction between impact investing and ESG. Can you make the difference clear? Do you communicate it well to your investors so they can make educated decisions that match their goals?

ESG: Actions speak louder than words

The European Commission is picking up speed on the implementation of the EU Action Plan on Financing Sustainable Growth. First concrete regulatory proposals were published in May and have made good progress since. Further items are in the pipeline, with experts appointed to work out the technical details and industry consultations circulating… As sustainable finance is becoming a reality in the EU, asset managers are getting ready to lead the way.

  • Sandra Crowl

    Sandra Crowl Stewardship Manager, Member of the Investment Committee Carmignac

Coffee break

There is so much we can do: case studies of ESG approaches

The spectrum of ‘sustainable’ investment funds is as large, innovative as diversified. From exclusion to positive impact, what are sustainable investment funds really doing? Are they contributing towards a better world? Asset managers tell their – fascinating – stories from the field.

  • Seb Beloe

    Seb Beloe Partner, Head of Research WHEB Asset Management

  • Kaspar Wansleben

    Kaspar Wansleben Executive Director Luxembourg Microfinance and Development Fund (LMDF)

Chairperson's wrap up and closing remarks

Lunch in the exhibition area

Chairperson's introduction

Economic and political outlook

Active vs passive portfolio management: the battle

As economies pass from bullish to bearish, how is the approach to portfolio management impacted? In the rivalling active vs passive business models, a downturn might change the equation. Witness advocates of each approach battle it out during this exciting session.

Substance, substance, substance

This session will closely examine CSSF Circular 18/698, its impact and implementation. Substance requirements remain on top of the list for AMs and management companies, with governing bodies’ responsibilities on the increase and delegation and oversight always centre stage. Are you compliant?

Coffee break

New AML/CFT obligations and their practical consequences for the AM industry

Moderator

Panellists

  • Marco Zwick

    Marco Zwick Director Commission de Surveillance du Secteur Financier (CSSF)

ESMA's priorities for the asset management community