Registration and breakfast


Welcome address by ALFI


The interview

Interviewed by:



  • Verena Ross

    Verena Ross Chair European Securities and Markets Authority (ESMA)


Introduction by the Chairperson of the morning sessions


The big picture macro world and its implications for the asset management industry

The pandemic and energy crisis have created massive economic and market turbulence in recent years. In her keynote speech Karen will discuss the lasting changes to the investing landscape, and the challenges and opportunities for the asset management industry.

  • Karen Ward

    Karen Ward Managing Director, Chief Market Strategist EMEA J.P. Morgan Asset Management


Engaging with investors in times of volatile markets

Markets have been subjected to significantly increased volatility since 2020. This has been driven in the main by a combination of a global pandemic, war in Europe, increasing interest rates and rising tensions between the global power blocks. The panel will explore the reaction of the different investor segments to this volatility, their primary concerns, its impact on asset flows, what it meant for product diversification, the rebalancing between equities and fixed income, what about alternatives?, and assess if ESG has been put on the back burner with the primary focus being on performance. The panel will conclude by considering what are the key messages (and how) that need to be communicated to retain investor confidence and retention.



  • Ed Venner

    Ed Venner Chief Operating Officer - Distribution Franklin Templeton


Coffee break


The role of the Fund Board in implementing an ESG Strategy

ESG and beyond – the challenge of good, effective governance.  Discover how executive and independent board members of funds looking to promote ESG and impact investing are endeavouring to oversee the objectives, management, outcomes and reporting in accordance with EU regulations.



  • Massimo Greco

    Massimo Greco Managing Director, Head of European Funds Management J.P. Morgan Asset Management

12.20 - 13.05

Beyond Crypto: Building trust and security into a digital future for traditional financial assets

This lunch session is kindly facilitated and sponsored by 

Our research shows institutional allocations to cryptocurrencies are slowing, but interest in digital tokenisation of mainstream asset classes is growing. Creating an environment for tokenization, custody and trading of Digital Assets will impact current market infrastructure, technology and systems, workforce expertise and external relationships. Join us for a discussion about our new digital assets and finance survey, and its findings’ implications for financial services.


  • James Redgrave

    James Redgrave Vice President, Thought Leadership & Editorial State Street


  • Luke Brereton

    Luke Brereton Global Head of Client Acquisition for GlobaLink and State Street Digital State Street


Networking lunch


Introduction by the Chairperson of the afternoon sessions


How will Artificial Intelligence support investment decision making?

The rate of data creation is growing exponentially, creating new opportunities to generate additional alpha, provided it can be effectively leveraged and managed. Many investment firms are investing heavily in transformation programs including new technologies and talent such as advanced analytics, machine learning and artificial intelligence to bolster their research. This panel will discuss how these new technologies and techniques are supporting investment management in practice.

  • Anke Joubert

    Anke Joubert Senior Manager, Artificial Intelligence and Data Deloitte Tax & Consulting


Asset Servicing 2.0, next generation tech solutions

This panel will assess the current status of the asset servicing industry, review changing demands for solutions to deal with tokenisation, digital assets, portfolio customisation and consider the impact of regulatory drivers such as AML, ESG and the ELTIF. It will also look at some industry and product perspectives such as cost reduction focus for long-only products, the challenges in building robust and scalable solutions to cater to the growth and the retailisation in alternatives, management of data, demand for digital tools to enhance the client experience and the impact of heightened geopolitical risk on technology investments and offshoring.




Coffee break


Corporate taxation in Europe: Key trends and developments of relevance for Luxembourg management companies

The corporate income tax systems of EU Member States have been substantially reshaped over the past years. Changes in rules were partially a response to enhance tax transparency to effectively tackle tax avoidance, but also a reflection of the increasingly complex and digital nature of businesses. But there is more to come. The panel will present key trends and perspectives in corporate taxation, discuss the upcoming implementation of the EU Directive implementing minimum taxation for multinational groups and present the most recent state of play in transfer pricing rules and their interactions with regulatory substance requirements.


  • Keith O'Donnell

    Keith O'Donnell Managing Partner - International & Corporate Tax ATOZ Tax Advisers



From acronyms to ESG compliance or greenwashing?

The EU has made sustainability considerations as an integral part of its financial policy. Bringing many opportunities to the asset management industry, to Europe and to the planet, compliance with the ESG regulatory framework also brings challenges to asset managers in Luxembourg and the EU. Unclear regulatory concepts lead to the risk of difference in facts versus interpretation and as such the potential for “greenwashing” allegations. Data and specialists to assess these data are missing. MIFID II requires investment firms to educate their clients on ESG investing, but clients do not understand the different ESG related regulatory terminology. While the market had high expectations on the Taxonomy Regulation, the market shows reluctance to disclose Taxonomy alignment.
During this panel discussion, industry practitioners will discuss what compliance with the ESG regulatory agenda means to them. The panel will share their experiences with the biggest challenges and shed light on potential solutions, but will also discuss greenwashing risks attached to it.




Chairperson's wrap-up and closing remarks


Networking cocktail reception kindly sponsored by KPMG Luxembourg