Natalie Westerbarkey is Director and Head of EU Public Policy at Fidelity International based in Luxembourg. She joined Fidelity in November 2017 and has over 15 years of professional experience. In August 2018 she was appointed as Board Director of FIL (Luxembourg) S.A., is a Deutsche Börse certified Board Director and Luxembourg ILA Independent Director member.
Her responsibilities cover public policies relevant for the asset management industry impacting Fidelity, its clients and engaging with policy makers as well as industry, especially EFAMA where she has been appointed as Vice-Chair of the Investor Education Platform. Thematic focus in her current role is ESG, sustainable finance, pensions and research.
Ms Westerbarkey joined Fidelity from ADIA, the Abu Dhabi Investment Authority and was based in the Middle East for 3 years. She had responsibilities across regulatory risk, compliance and public policy activities. She lead a project assessing the impact of climate change on investments across asset classes chaired by the CIO. Prior she was Director at Citigroup in London for almost 9 years covering various roles including Government Affairs, Client & Sales Management and the Investor Business; before she worked for Clifford Chance in London as a lawyer, at the European Commission in Brussels and as a lawyer in Germany.
Ms Westerbarkey qualified as a judge in Germany. She completed an Executive MBA with focus on asset management and Asian markets with distinction from Cass Business School in London in 2011, as well as an LLM Master Degree in International Investment, Banking and Trade Law with an award as best student from Oxford Brookes University in 2005. She completed trainings held by Yale School of Management/EDHEC on investment and risk, Harvard Business School, INSEAD Business School and an International Compliance Officer Certificate. She was born and raised in Latin America.
|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||
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