The asset manager


08.00 - 09.00

Registration and breakfast


09.00 - 09.20

Welcome and introduction


09.20 - 09.40

A strategy for 2025

ALFI is the face and voice of the Luxembourg investment fund community. What is its strategy for the future? Who are the masterminds behind it? Get first-hand insights into ALFI’s vision from representatives of the ALFI Strategic Advisory Board.


09.40 - 10.00

Value assessments - a known unknown?

What are value assessments? Are value assessments coming to Luxembourg and why? What might be the implications and consequences?

  • Laura Bampfylde

    Laura Bampfylde Senior Manager Product Development HSBC Global Asset Management


10.00 - 10.30

Product innovation: new kids on the block

Product evolution with the investor in mind: what will “products of the future” look like? Why are they needed?

Moderator

  • Mark Bliss

    Mark Bliss Global Head of Product Jupiter Asset Management

Panellists

  • Tobias Giesser

    Tobias Giesser Managing Director, Global Co-Head Structuring Partners Group


10.30 - 11.05

Coffee break


11.05 - 11.50

ESG: How to really add value for investors

A practitioner’s view, a practical case and a country’s vision for the future

Moderator

Panellists

  • Martin Dropkin

    Martin Dropkin Global Head of Research, Fixed Income Fidelity International


11.50 - 12.25

"Dear CEO, ..."

An insight into the current thinking of CEOs in these transformative times.

Moderator

Panellists

  • Inès de Dinechin

    Inès de Dinechin Vice-President, AFG (Association Française de Gestion) Aviva Investors France

  • Micaela Forelli

    Micaela Forelli Managing Director, Luxembourg | Head of European Distribution M&G International Investments S.A.


12.25 - 12.35

Masters of Ceremonies' wrap-up and closing remarks


12.35 - 14.00

Lunch in the exhibition area


The investor


14.00 - 14.05

Masters of Ceremonies' introduction


14.05 - 14.30

Keynote: The world in 2030 and beyond

An economic outlook for the evolving needs of investors. What are the macro-economic and societal factors which are transforming the way we live, work, save, invest and retire?
An economists view, without a single GDP chart! Exploring the shift in economic activity to emerging market cities, the impact of population ageing and the consequences of technological disruption.


14.30 - 15.15

Listen to the investor (part I): institutional investors

Perspectives from pension funds, insurers and private banking: what do various types of institutional investor need from the asset manager? How are those needs changing? Can Luxembourg be the domicile of choice for the PEPP?


15.15 - 15.45

Coffee break


15.45 - 16.30

Listen to the investor (part II): retail investors

Does the asset manager really serve the retail investor, or is it merely a provider of raw materials for the evolving advice and distribution channels? We adopt three personae: the millennial, the middle-aged household head, and the retiree, and seek solutions for their needs and outcomes from three channels: the asset manager, a retail bank, and a new platform proposition. Which one offers the best solution for our personae?

Moderator

Panellists

  • Oliver Goemans

    Oliver Goemans Head of Investment Services and Innovation Banque Internationale à Luxembourg

  • Dan Hedley

    Dan Hedley Public Policy Director Fidelity International


16.30 - 17.10

Investor education: let's get serious

Saving and investment explained, simplified and demystified: two approaches to encouraging the many people without savings/investment plans to get started.

Panellists

  • Claude Marx

    Claude Marx Director General Commission de Surveillance du Secteur Financier (CSSF)


17.10 - 17.20

Masters of Ceremonies' wrap-up and closing remarks


17.20 - 19.00

Cocktail kindly sponsored by