Oliver Goemans, Banque Internationale à Luxembourg

Oliver Goemans

Olivier has been involved in the banking and asset management industry for nearly 30 years, building experiences in developing, launching and managing financial products and services. He joined Banque Internationale à Luxembourg in 2004 as senior structured products manager. He then took successively the role of Head of Investment Strategy, Head of Investment Management and Advisory and finally Head of Investment Services and Innovation. Olivier has previously been working in different positions related to capital markets and asset management. He graduated from Université Libre de Bruxelles with a MSc in Business Economics.

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?

  • 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.