Silvio Cruz, AllianceBernstein

Silvio Cruz Silvio Cruz is a Senior Vice President and Managing Director in Global Product Development. He has more than 17 years of experience in areas that include servicing cross-border retail, institutional and private client distribution channels, fund structuring, fund launches, fund governance, business strategy and oversight, product development, fund accounting, fund administration, custody and transfer agency activities in support of AllianceBernstein’s investment management and funds-related activities in Luxembourg, the UK, Ireland, Japan, the US and the Cayman Islands. Cruz previously served as a mutual fund accountant at New York Life Insurance Company. He holds a BS in accounting from Rutgers University and an MBA with a concentration in finance from Rutgers Business School. Cruz is a FINRA registered General Securities Representative licensed in the State of New York with Series 7 and 63.

Agenda

Tuesday 16 March
09.25

The Contenders – Strategies for the future - Part 1: Mainstream Strategies

  • Silvio Cruz

    Silvio Cruz Senior Vice President and Managing Director AllianceBernstein

  • Markus Goetschi

    Markus Goetschi Executive Director, Head Passive Products UBS Asset Management

09.50

Joining the Dots - Product design challenges

Liquidity considerations, segregated mandate, joint venture, club deal, investor solutions focus  – matching investor demand with manager capabilities
10.40

The Contenders – Strategies for the future - Part 2: Private Assets
11.10

Redesigning AIFMD – Why change a winning team – the industry’s wish list

Reflections on the regime and the industry’s wish list for the future
11.55

The Changing Regulatory Landscape in the U.S. under the Biden-Harris Administration & How It May Impact Global Investment Managers

Interview facilitated by

In the U.S., we are seeing a paradigm shift in terms of regulation, and in this session we will focus on how this will impact global investment managers, private equity, real estate, credit, hedge funds, and registered funds including UCITS, doing business in the US or raising capital from US investors.  We will focus on both capital raising opportunities and risks in the US and how to be prepared for both.
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