Anne Contreras, Arendt & Medernach S.A.

Anne Contreras Anne Contreras-Muller joined Arendt & Medernach in 1998, where she became partner in 2008. As Of Counsel since 2011, Anne’s activities are now fully dedicated to microfinance and social impact projects. She advises specific domestic and international clients on the corporate and regulatory aspects of the structuring and distribution of microfinance and social impact investment vehicles, as well as on the structuring of technical assistance programs and other social businesses. She has been a member of the Luxembourg Bar since 1998. Anne is a board member of the European Social Entreprise Law Association (ESELA). She participates in several other initiatives such as the Responsible Investing technical committee at the Association of the Luxembourg Fund Industry (ALFI), LuxFLAG, the European Impact Investing Luxembourg (EIIL). Prior to joining the Luxembourg Bar, she worked as a lawyer at the Paris Bar from 1994 to 1997. Anne Contreras holds a Master's degree in law and a postgraduate degree (DEA) in international private law and international commercial law from the Université Paris I Panthéon-Sorbonne (France). Languages: English, French, German and Luxembourgish.  

Agenda

09.40 - 10.00

News from Asia and the US

A discussion with the conference partners, NICSA and HKIFA, on the recent developments in their respective fund industries


10.00 - 10.30

Distribution trends: aviation as a reference industry

Lessons 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?


11.00 - 11.40

Data: distribution intel - data is big, intelligence will be augmented

An 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?


11.40 - 12.20

Integration of sustainability factors in fund distribution rules

In 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?


14.30 - 15.00

Young perspectives

Talk 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?


16.00 - 16.40

Distributors take centre stage

Do investors feel they get value for money? What sells and what doesn’t? Regulation, pricing, digitalisation, investor education… what really influences fund sales?


16.40 - 17.10

Everything you always wanted to know about distribution (but were afraid to ask)

Ad-hoc session: expertise upon request