Carlos Montalvo Rebuelta, EIOPA

Carlos Montalvo Rebuelta

Carlos, a lawyer by training and a chartered auditor, joined PwC in 2016, as Insurance Risk and Regulatory leader for EMEA, following a career of more than 15 years in the area of Regulation and Supervision of insurance companies.Until end March 2016, and since 2011, Carlos was the first Executive Director at EIOPA (European Insurance and Occupational Pensions Authority), in charge of its management, work program, organisation, people and finances. During his mandate, EIOPA became a key stakeholder regarding, amongst others, the Solvency II project or European Personal Pensions. He also was the Secretary General of CEIOPS (the Committee of European Insurance and Occupational Pensions Supervisors) and member of the Joint Committee of the ESAs, together with EBA and ESMA.

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.