21-22 September 2021Virtual Event
Valeria Merkel is an audit partner with more than 15 years’ experience in the fund industry. As a Réviseur d’Entreprises agréé and a Certified Chartered Accountant (ACCA), Valeria brings highly regarded expertise in serving clients in the cross-border fund sector. In addition to UCITS, her focus lies in currently fast growing private capital market (private debt, private equity, venture capital).
Valeria is actively shaping KPMG Luxembourgs’ Alternative Investment Practice, she is an active member of several ALFI working groups, as well as the Promotion Committee of the Luxembourg Private Equity & Venture Capital Association (LPEA).
Introduction by the Chairperson of the day
In conversation with Howard Marks
Oaktree is a leading investment management firm managing more than $150 billion in assets. Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. Howard is well known to the investor community for his “memos” to clients. Warren Buffett once said “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something.”
Distributing ESG and impact investment solutions: do old recipes still work?
What does it take to successfully distribute an ESG or an impact investment product? How do you stand out in an ever growing crowd of such products? And if such investments are favoured by younger investors, can you simply use the same distribution channels?
During an interactive panel discussion, we will propose answers to these questions and many more, taking into consideration the latest trends and innovations observed.
Private Debt Funds: the Who, the Why and the How of Fundraising in Europe
This panel will discuss the current trends in fundraising for private debt funds, from both a GP and LP perspective. Private debt has been growing fast in the last few years, in particular due to the attractiveness of the asset class for insurance companies and other institutional investors.
Retailisation of private assets
Without any doubt, private assets including private equity and venture capital, real estate, infrastructure, private debt have grown to a significant asset class within the fund industry. So far, access to this asset class was granted mainly to the large institutional investors. As an appealing alternative and possibility for diversification, retail investors increasingly become attracted to such alternative funds.
Masterclass facilitated by UBS
Will ELTIFs awake from their state of “sleeping beauty”
Until now the ELTIF regime has not led to the expected success. What is needed to boost such structures and will the amendments under discussion close the existing gaps for an attractive solution allowing a certain “democratisation of private assets”?
Masterclass facilitated by State Street
Enhancing and developing inclusion & diversity in a virtual work environment
Our working environment has changed dramatically over the last 18 months. Undoubtedly, the management style needs to adjust to new challenges we have been facing within the virtual teams. During the panel discussion, we will explore the multiple facets of inclusion and diversity and how the latter in all forms is embraced, acknowledged and developed within a continued virtual working environment. Our speakers will share their experience on how the companies create an inclusive environment where employees feel comfortable, supported and respected in bringing their ‘whole self’ to work. We will also hear insightful suggestions and practical tips on how to identify, nurture, encourage and promote diverse talents.