Lize Griffiths, Deloitte

Lize Griffiths Lize Griffiths is a partner at Deloitte, providing audit and assurance services to real estate asset managers with various cross border investment strategies. In her role as Real Estate leader for Deloitte in Luxembourg, she has the primary responsibility for the real estate services across the firm’s audit, tax and consulting functions and driving related business initiatives and activities. She is active in various industry associations: Board member of the Association of the Luxembourg Fund Industry (ALFI), member and facilitator at the Institute of Luxembourg Directors (ILA), member of INREV (European Association for Investors in Non-Listed Real Estate) and other local real estate associations.

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.