24-25 September 2019European Convention Center Luxembourg
08.00 - 09.00 |
Registration and breakfast |
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09.00 |
Opening
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ALFI welcome
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Government address
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Chairperson's introduction
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09.40 - 10.00 |
News from Asia and the USA discussion with the conference partners, NICSA and HKIFA, on the recent developments in their respective fund industries
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10.00 - 10.30 |
Distribution trends: aviation as a reference industryLessons to learn from air travel industry – fundamental changes in distribution channels, direct distribution, generational shift, innovative pricing etc. GDS, AEA and IATA are acronyms that the fund industry might not be too familiar with, however they belong to an industry that also underwent profound changes over the past decade. Changes in the global distribution systems impacted not only travelers and intermediaries, but most of all the airlines directly. Prestigious brands disappeared and made room for low cost airlines, airline mergers and alliances. Are there lessons to be learned by the fund industry?
Interviewed by
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10.30 - 11.00 |
Coffee break |
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11.00 - 11.40 |
Data: distribution intel - data is big, intelligence will be augmentedAn examination of how data contributes to distribution. If investment decisions are based on data, for sure distribution decisions must be. In fact, as data itself is becoming an asset class, is the asset manager becoming a data manager? Moderator
Panellists
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11.40 - 12.20 |
Integration of sustainability factors in fund distribution rulesIn the context of the EU Action plan on Sustainable Finance, the integration of sustainability risks and factors in MiFID II is envisaged via the introduction of mandatory assessments of client ESG preferences. How to match these subsequently with the right financial products? AIFMD and UCITS regulations will see similar developments. In practice, how will this affect distributors? Moderator
Panellists
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12.20 - 12.30 |
Chairperson's wrap-up and closing remarks |
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12.30 - 14.00 |
Lunch in the exhibition area kindly sponsored by |
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13.15 - 13.45 |
Lunch session sponsored and presented by ACTIAMSustainable Investing is the New Core
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14.00 - 14.10 |
Chairperson's introduction
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14.10 - 14.30 |
Keynote speech: Using New Strategies to Improve Returns on Globally Distributed FundsInnovative digital marketing strategies are changing the way clients meet and interact with portfolio managers and investment teams. Investors and potential investors should know the people managing their money directly as the use of digital platforms and social media can disintermediate investor / client engagement. When these strategies are paired with an innovative investment approach that prioritizes outperformance rather than gathering AUM, client and manager incentives become more aligned than ever before.
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14.30 - 15.00 |
Young perspectivesTalk to millennials, not about them – thoughts about money and financial planning, the need for a fund shopping app etc. – what is it the young clients want? Moderator
Panellists
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15.00 - 15.20 |
Company culture – a strategic advantage in addressing the challenges in today’s investment management environment
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15.20 - 15.50 |
Coffee break |
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15.50 - 16.00 |
Pressure on profitabilityPersisting pressure on costs and margins affect not only asset managers, but also distributors. New pricing structures, lower fees, distribution platforms or enhanced D2C… how do distributors cope?
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16.00 - 16.40 |
Distributors take centre stageDo investors feel they get value for money? What sells and what doesn’t? Regulation, pricing, digitalisation, investor education… what really influences fund sales? Moderator
Panellists
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16.40 - 17.10 |
Everything you always wanted to know about distribution (but were afraid to ask)Ad-hoc session: expertise upon request Moderator
Panellists
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17.10 - 17.30 |
Distribution Achievement Awards by BroadridgeALFI is proud to host and looking forward to the third edition of this unique yearly overview of distributor-centric trends, dynamics and strategies.
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17.30 - 17.35 |
Master of Ceremony and Chairperson’s wrap up and closing remarks |
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17.35 - 19.00 |
Cocktail kindly sponsored by |