Gregor Bollen, Citi Private Bank

Gregor Bollen

Agenda

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?


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?


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


11.50 - 12.25

"Dear CEO, ..."

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


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?


15.45 - 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?


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.