European Asset Management Conference | Alfi Events

Agenda

Tuesday 16 March Wednesday 17 March Thursday 18 March Friday 19 March Download Latest Agenda

		LOOKING FORWARD - ASSET SERVING POST BREXIT

08.45		ALFI welcome address Emmanuel Gutton Director Legal & Tax Association of Luxembourg Fund Industry (ALFI)

08.50		Opening by the Chairperson of the day Steve Bernat Founding Partner ONE group solutions

08.55		Keynote interview Growth of the Luxembourg financial centre, investments in people, skills, technological innovation – the role of Luxembourg post Brexit H.E. Pierre Gramegna Luxembourg Minister of Finance Interviewed by: Corinne Lamesch Chairperson Association of the Luxembourg Fund Industry (ALFI)

09.15		Diversity, Scale and Agility – The response from asset servicers People, skills, outsourcing, operating models, technology, shift from traditional to alternatives – handling increased size, diversification and sophistication Moderator Rajaa Mekouar Private Equity investor, former CEO and Chairwoman of LPEA Panellists Eduardo Gramuglia Senior Vice President State Street Bank International GmbH, Luxembourg Branch Brian McMahon Managing Director - Global Head of Alternative Sales, Asset Servicing BNY Mellon Geraldine O'Rourke Group Managing Director Aztec Group

09.55		Embracing change – Governance that unpacks complexity Third party Management Companies and AIFMs Adapting to manage diverse needs – as many managers move towards being asset class agnostic, what are the pressures being placed on ManCos/AIFMS and how is the industry responding Moderator Maria Löwenbrück Executive Board Member Union Investment Luxembourg S.A. Panellists Steve Bernat Founding Partner ONE group solutions Arnaud Bouteiller General Manager - Member of the Executive Committee Casa4Funds Martin Vogel Chief Executive Officer Europe Waystone

10.30		Practical impacts of Brexit on fund distribution Latest trends in UK/EU cross-border distribution; To what extent may UK-based marketing teams remain involved in EU marketing?; Impact on Lux management companies/AIFMs; How difficult will it be for Lux funds to access the UK market? Moderator Jerôme Wigny Partner Elvinger Hoss Prussen Panellists Philip Bartram Partner Travers Smith Rupert Rossander General Counsel (EMEA) Invesco

11.15		From regulation to practice: an update on SFDR and the EU Taxonomy regulations. Masterclass facilitated by Morningstar: In March 2018, the European Commission published a 10-point action plan to leverage financial markets in order to address sustainability challenges, especially those related to climate change. This action plan represents a huge shift in how financial markets are regulated – from emphasising investor protection to using investors’ money for a more sustainable future for generations to come. How are fund managers going to make it transparent for investors? During this masterclass, Morningstar and Sustainalytics will give an overview of the latest developments related to SFDR and EU taxonomy regulations, and how they have prepared their data at the fund and company level to make sustainability transparent. Before the actual presentation by the Morningstar and Sustainalytics specialists, Hermen Molendijk will interview Olivier Goemans, Head of Investment Services & Innovation at BIL on the upcoming ESG regulation. Olivier Goemans Head of Investment Services and Innovation Banque Internationale à Luxembourg Hermen Molendijk Head of Morningstar Benelux Morningstar Margaret Stafford Senior Product Manager Morningstar Andrea van Dijk Executive director, Commercial strategy EU Action Plan Sustainalytics Tim Walton Data Director Morningstar

12.00		Chairperson's wrap-up