08.00 - 09.00

Registration and breakfast

09.00 - 09.10

Welcome and introduction

09.10 - 09.20

Chairperson's introduction

09.20 - 09.40

Keynote on pensions savings

  • Building effective personal pensions savings vehicles within pooled funds
  • What inputs investment strategies for personal pensions savings should consider
  • How can features improve savings?
  • How the UCITS framework can help global savers fund spending in retirement
  • Dominic Byrne

    Dominic Byrne Lead Investment Strategist for Retirement Solutions in Europe BlackRock

09.40 - 10.30

AML in the distribution context

Transparency in the investment chain: – know your distributor, know your client and know your beneficial owner. With the implementation of the 4th AML Directive, the coming into life of the Ultimate Beneficial Ownership Register and increased scrutiny from the CSSF, notably through the new “Manco” Circular, what do the authorities expect from asset managers and service providers? Who reports what to whom and how is the process being vetted?



  • Elisa Alonso Sanz

    Elisa Alonso Sanz Head of Control, Governance and Regulatory Compliance - Senior Vice President State Street

  • Marco Zwick

    Marco Zwick Director Commission de Surveillance du Secteur Financier (CSSF)

10.30 - 11.00

Coffee break

11.00 - 11.50

Tomorrow's cross-border fund distribution in the EU

As part of the Capital Markets Union project, the European Commission has initiated ways to facilitate cross-border distribution in Europe. The proposals strike a trade-off between removing distribution barriers and adequate investor protection. How will these new rules modify European fund distribution?



  • Vanessa Grüneklee

    Vanessa Grüneklee Head of Investment Management and Distribution Services Schroder Investment Management (Europe) Ltd

  • Amy Wareham

    Amy Wareham Executive Director, Legal Goldman Sachs Asset Management

  • Willi Müller

    Willi Müller Head of Portfolio Management and Distribution Union Investment Luxembourg S.A.

11.50 - 12.20

Bad banks? The impact of reputation on marketing

Nation branding and image building: how does the overall reputation as a fund domicile contribute towards distribution efforts? How much does image influence decision-making?



  • Sasha Baillie

    Sasha Baillie CEO & Former chairwoman of Luxembourg’s nation branding committee Luxinnovation

  • Nicolas Bideau

    Nicolas Bideau Ambassador, Head of Presence Switzerland Federal Department of Foreign Affairs (FDFA)

12.20 - 12.25

Chairperson's wrap-up and closing remarks

12.25 - 14.00

Lunch in the exhibition area kindly sponsored by


13.15 - 13.45

Lunch session by

  • Eduardo Gramuglia

    Eduardo Gramuglia Senior Vice President State Street Bank International GmbH, Luxembourg Branch

14.00 - 14.30

Regional Insights on Distribution: Europe, Asia, Latin America

Globalization is dividing opinion at present, but there can be no denying the growing influence the interconnectivity of the planet’s economics is having on investment decisions. It is still the case that when the US sneezes the world catches a cold, but other countries and regions can now also spark contagion. Which is why it is essential that managers have the big picture as well as local-market insights. This presentation will cover three key regions: Asia, Europe, and Latin America, highlighting certain markets and trends worth watching.

  • Ken Yap

    Ken Yap Managing Director Cerulli Associates

14.30 - 15.30

Workshop I - geographical distribution hot spots: UK



14.30 - 15.30

Workshop II - geographical distribution hot spots: Latin America



  • Sandrine Lilliu

    Sandrine Lilliu Conducting Officer for Marketing & Distribution J.P. Morgan Asset Management Europe S.à r.l

14.30 - 15.30

Workshop III - geographical distribution hot spots: Asia



  • Stewart Aldcroft

    Stewart Aldcroft Chairman Cititrust Limited, Managing Director and Senior Advisor, Citi Markets & Securities Services

  • Armin P. Choksey

    Armin P. Choksey Partner, PwC’s Asian Investment Fund Centre and Market Research leader PwC Singapore

15.30 - 16.30

Networking opportunities multiplied