17 Mar 2020 - 18 Mar 2020Luxexpo, The Box, Luxembourg
The asset manager |
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08.00 - 09.00 |
Registration and breakfast |
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09.00 - 09.20 |
Welcome and introduction
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09.20 - 09.40 |
A strategy for 2025ALFI 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. |
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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?
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10.00 - 10.30 |
Product innovation: new kids on the blockProduct evolution with the investor in mind: what will “products of the future” look like? Why are they needed? Moderator
Panellists
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10.30 - 11.05 |
Coffee break |
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11.05 - 11.50 |
ESG: How to really add value for investorsA practitioner’s view, a practical case and a country’s vision for the future Moderator
Panellists
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11.50 - 12.25 |
"Dear CEO, ..."An insight into the current thinking of CEOs in these transformative times. Moderator
Panellists
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12.25 - 12.35 |
Masters of Ceremonies' wrap-up and closing remarks |
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12.35 - 14.00 |
Lunch in the exhibition area |
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The investor |
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14.00 - 14.05 |
Masters of Ceremonies' introduction |
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14.05 - 14.30 |
Keynote: The world in 2030 and beyondAn 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?
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14.30 - 15.15 |
Listen to the investor (part I): institutional investorsPerspectives 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?
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15.15 - 15.45 |
Coffee break |
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15.45 - 16.30 |
Listen to the investor (part II): retail investorsDoes 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
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16.30 - 17.10 |
Investor education: let's get seriousSaving and investment explained, simplified and demystified: two approaches to encouraging the many people without savings/investment plans to get started. Panellists
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17.10 - 17.20 |
Masters of Ceremonies' wrap-up and closing remarks |
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17.20 - 19.00 |
Cocktail kindly sponsored by |