5 - 6 March 2019Luxexpo The Box, Luxembourg
Jervis Smith, Managing Director, Investor Services Luxembourg, Citibank Europe PLC
Jervis Smith is the Head of the Investor Services business in Luxembourg. Jervis is responsible for managing the product and business development of Luxembourg services across the globe. Citi’s complete suite of Investor Services products cater to banks, pensions, insurances and asset managers. Previously, Jervis was Head of Sales for APAC in Hong Kong, and Global Head of Client Executives for Securities Services in London, where he was responsible for relationship management to the investment community across the globe. Prior to that, Jervis was Head of Financial Institutions for Managed Funds and the Middle East. He has held a number of roles with financial institutions for Citi, based in London and New York. Jervis is a Senior Credit Officer with 34 years of banking experience. He joined Citi in 1994, and his extensive experience has resulted in frequent invitations to teach within the Bank and to speak on fund management issues both to client groups and at conferences. Prior to joining Citi, he served as Executive Director of the Financial and General Bank PLC in London for eight years and prior to that was with National Westminster Bank from 1982-86. Jervis is a law graduate of The Queen’s College, Oxford University, and a member of the Honorable Society of the Middle Temple – Barrister. He is an Associate of the Chartered Institute of Bankers and holds the Investment Management Certificate. Jervis speaks fluent French, and is married to an Italian. He is a keen sportsman and music lover. Industry (R)evolutionThis session will consist of a presentation of the Industry Revolution Report, Part II, done by Citi Business Advisory Services: “How Today’s Innovation Efforts Could Lead to a Re-architecting of the Investment Management Industry”, followed by a panel discussion of hot and innovative topics in the industry.
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The role of asset managers in pension provisionsAMs operating in Europe have recently seen a welcome addition to their toolkit in the form of the PEPP proposal. This panel will look at this large-scale, portable and cost-efficient product, designed to encourage long-term investment in a sustainable manner in the real economy while enabling AMs to tailor products to suit their business models. |
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The fate of securitisationInvestment funds are feeling the impact of new rules such as ATAD and the EU Securitisation Regulation 2017/2402. You may be asking yourself whether you can still use securitisation as an intermediary company and/or feeder structure for your funds – and if not, if there is an easy way out. Our experts will be looking at these questions as well as into the future – is a revised securitisation law in the making? |
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The fight for talentThe recipe for attracting tomorrow’s leaders is on every employer’s wishlist. The HR experts on this panel will tell you what makes global nomads stay – in a job, in a place (like Luxembourg), and loyal to their employer. |
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Brexit: impact on people and org chartsIn the light of the most recent CSSF substance rules, organisations have to make the right moves – quite literally – as 29 March approaches. Whether it is building your org chart in line with these substance requirements, making sure you have the right people in the right location, or other elements in the Brexit conundrum – this debate promises to be an interesting one. |
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Tick tock goes the Brexit clockBrexit from a political perspective |
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Bringing Asset Managers and Investors centre stage
21-22 March 2017 European Convention Center Luxembourg