Loreto Calaf, State Street

Loreto Calaf Loreto has over five years of professional experience in the Luxembourg fund industry. She joined State Street Luxembourg at the end of 2018 as an investment compliance analyst. In her current role, Loreto works on servicing clients in matters related to investment compliance monitoring. She previously served as a fund project manager for an independent management company & AIFM. Loreto is part of the NextGen and the Latin American Professional Group networks. She actively participates in various business development initiatives at the local and global levels to provide other employees with tools to increase their knowledge and develop skills to advance their careers. Loreto holds a Commercial Engineering degree from the Pontifical Catholic University of Valparaiso, Chile
10.00

CSSF interview

2021 will be the year of sustainable finance! Two weeks after the first major deadline in the implementation of SFDR, listen to the views of CSSF Director Marco Zwick, interviewed by Corinne Lamesch, Chairperson of ALFI. What are the first lessons learned and what are the next steps in implementing the European’s Commission Action Plan on financing sustainable growth? Listen to Marco Zwick’s insights on key regulatory and supervisory files impacting the asset management industry, such as ESMA’s CSA on costs and charges, liquidity risks and liquidity management tools, the review of the UCITS Directive and AIFMD, and the CSSF’s programme of activities for 2021.


11.00

CSSF Circular 18/698 on the authorisation and organisation of IFMs in Luxembourg

Explore the practicalities of the CSSF Circular 18/698 on the authorisation and organisation of IFMs in Luxembourg, several years after its introduction. What are the lessons learnt on the oversight of delegates? Is a tick the box oversight exercise effective or does it risk creating blind spots? Can an oversight be streamlined and automated to make it less resource-intensive by using new technologies? How does oversight reconcile with Group organisation?


11.30

Diversity & Inclusion in the asset servicing of the future – a NextGen view

Masterclass facilitated by State Street

Organizations today are leading significant changes to their cultures, strategy-making processes and talent management efforts to create a diverse and inclusive work environment that is more adaptable, creative and works as a magnet to attract top talent.

From the next generation perspective, the panel discussion will focus on what are the current practices and strategies being developed to support a diverse workplace and how does diversity and inclusion help companies achieve a competitive business advantage.

  • Loreto Calaf

    Loreto Calaf Investment Compliance Analyst – NextGen & Latin American Professionals Group networks State Street

  • Barbara L. Mabe

    Barbara L. Mabe Financial Risk Manager, Chair of Race & Ethnicity Network State Street