Martin Vogel, Waystone

Martin Vogel Martin Vogel is Chief Executive Officer Europe at Waystone and is a Board Member of the Waystone Holding Company following the merger of MontLake, MDO and DMS to create the leading global management company and governance firm. Prior to the merger, Martin was the Chief Executive Officer of MDO Management Company.  As well as being active in all aspects of the business, Martin provided MDO’s clients with advice on product structuring, cross-border distribution strategy and product development. Martin is a Swiss attorney-at-law and an alumni of IMD and INSEAD.  In 1996, after having worked as a lawyer specialising in banking and finance law, he joined Bank Julius Baer & Co. Ltd., where his final role was Managing Director and Member of the Executive Management Committee of Julius Baer Asset Management in Zurich.  After leaving the Julius Baer Group in 2008 to pursue his own professional career he took on the role of CEO at MDO Management Company.  Under his leadership, MDO Management Company developed into one of Luxembourg’s leading independent third party management companies which then merged in June 2020 with MontLake and DMS. Martin Vogel is active in fund associations, advises asset managers on the third party management company landscape and is a regular speaker at international fund conferences.

 

08.40

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.”


09.20

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.


10.35

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.
Our panellists will share their views on the driving forces behind the European private debt funds market, opportunities for growth and the products that will be coming to the market tomorrow.


11.00

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.
But are they fully aware of the differences and constraints compared to a UCITS? How does the industry adapt to this new dimension? What are the opportunities and the challenges? Will it be the revival of the ELTIF or are there other possibilities? Listen to our experts sharing their experiences and views.


11.35

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”?

  • Markus Pimpl

    Markus Pimpl Managing Director, Distribution Partners and Liquid Private Markets Partners Group


12.20

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.