5 - 6 March 2019Luxexpo The Box, Luxembourg
Ross joined FundRock Management Company S.A. (“FRMC”) (at the time RBS (Luxembourg) S.A.) in June 2013, responsible for the oversight of the Administration function. Soon after joining FRMC, the due diligence and distribution functions were also moved under his supervision, closely followed by Investment management and depositary oversight, completing the suite of delegated functions. Over the years, Ross has increased the distribution services FRMC can offer their clients focusing on distributors due diligence and distribution networks. In September 2016 Ross moved to Ireland to set up and manage a branch of the management company in Dublin. This was a strategic decision to expand FRMC’s offering to a second jurisdiction in Europe and to become part of the thriving Irish market.
Prior to joining FundRock, Ross worked in the hedge fund administration sector for 13 years before moving to the management company sector. Ross spent 10 years at Citco Fund Services both in Luxembourg and Toronto and held the position of Head of Operations. In addition to this, Ross also held a senior position in IFS / State Street in Toronto before returning to Luxembourg.
Ross holds a BA (Hons) in Business Studies and a MSc (Econ) in Finance and Investment Management from the University of Aberdeen. Ross has also been approved by the Luxembourg Regulator as a Conducting Officer and Executive Director.
ESG: Actions speak louder than wordsThe 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. |
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There is so much we can do: case studies of ESG approachesThe 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. |
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Economic and political outlook |
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Substance, substance, substanceThis 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?
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New AML/CFT obligations and their practical consequences for the AM industry |
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ESMA's priorities for the asset management community |
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