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 experience in financial services. 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, such as EFAMA where she is appointed as Vice-Chair of the Investor Education Platform since September 2018. Thematic focus in her current role includes ESG, sustainable finance, and pension policies.
Ms Westerbarkey joined Fidelity from ADIA, the Abu Dhabi Investment Authority and was based in the Middle East for 3 years. She held responsibilities across regulatory risk, compliance and public policy activities and 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 with roles in 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 with distinction an Executive MBA with focus on asset management and EU/Asian markets at Cass Business School in London in 2011. She received an award as best student for the LLM Master Degree in International Investment, Banking and Trade Law at Oxford Brookes University in 2005. She holds a certificate from Yale School of Management/EDHEC in investment management and risk from 2018/2019, an International Compliance Officer Certificate from CLL in 2015, and completed management trainings held by Harvard Business School and INSEAD Business School. 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