Overview

Asset managers from both sides of the Atlantic are offered a timely view on global legislative timelines for 2021, including updates and action plans from regulatory experts. This webinar is aimed at providing information on new developments, regulations, and trends that global asset managers should be tracking for the year ahead. 

Date: 10 March 2021, 4 p.m. CET

Learning objectives:

  • Understanding the EU legislative timeline and its ties to initiatives by international policymakers such as IOSCO and ESRB
  • The European agenda for 2021: SFRD and sustainable finance, AIFMD/UCITS review, ELTIFs, fund liquidity risk and liquidity management tools, MMFs, UK/EU cross-marketing after Brexit
  • Assessing how asset managers can prepare for regulatory implementation
 

Speakers

Griffiths,Lize
Lize Griffiths, Partner, Deloitte

Lize Griffiths is a partner at Deloitte, providing audit and assurance services to real estate asset managers with various cross border investment strategies. In her role as Real Estate leader for Deloitte in Luxembourg, she has the primary responsibility for the real estate services across the firm’s audit, tax and consulting functions and driving related business initiatives and activities. She is active in various industry associations: Board member of the Association of the Luxembourg Fund Industry (ALFI), member and facilitator at the Institute of Luxembourg Directors (ILA), member of INREV (European Association for Investors in Non-Listed Real Estate) and other local real estate associations.

Niedner,Claude
Claude Niedner, Partner and Chairman, Arendt

Claude Niedner is a Partner and Chairman of Arendt & Medernach. He specialises in investment funds and works in the areas of UCITS, hedge funds and real estate.

He has been a member of the Luxembourg Bar since 1993.

Claude is Chairman of the Regulation Advisory Board and Chairman of the Alternative Investments Committee at the Association of the Luxembourg Fund Industry (ALFI). He is also a member of the Alternative Investment Funds working group at the level of the Haut Comité de la Place Financière (HCPF), where he is involved in many different initiatives for the development of Luxembourg’s alternative investment fund sector.

Claude is a regular speaker at international conferences on topics related to investment funds.

He has also been a lecturer in Financial Law at the Université Robert Schuman de Strasbourg (France).

Prior to joining Arendt & Medernach, Claude worked in the capital markets department of a major Luxembourg bank.

Claude holds a master’s degree in Law from the Université Robert Schuman de Strasbourg (France) as well as a master’s degree in Business Administration from the Hautes Etudes Commerciales (HEC), Paris (France).

Languages: English, French, German and Luxembourgish

Crowl, Sandra
Sandra Crowl, Member of the Investment Committee, Stewardship Director, Carmignac

Sandra Crowl graduated with a Bachelor degree (Economics) from the University of Melbourne and is a member of the Chartered Alternative Investment Analysts. She founded the first part of her career in financial markets, at Bankers Trust in Australia, Paris, and then London where she was a Managing Director. In 2003, moving into the funds management industry, she worked in hedge fund seeding at New Alpha Advisers, in Paris. In 2007 she joined Carmignac Gestion initially managing the Product department until 2011, after which she became a Member of the Investment Committee. Since 2015, as Stewardship Director she heads up the Responsible Investment team. She is Chairperson of the ESG Regulation committee, a Member of the Strategic Product Committee and the Executive Product Committee at Carmignac. She is a current member of the Responsible Investment committees of the fund associations of Alfi, EFAMA, AFG, France  and the IA, UK.

Moessner,Olivia
Olivia Moessner, Partner, Elvinger Hoss Prussen

Olivia Moessner’s practice concentrates on collective asset management and investment funds. Olivia Moessner advises a number of investment fund promoters and other financial institutions in relation to the set-up and structuring of their Luxembourg investment fund operations. Her practice encompasses a broad range of investment funds (UCITS, UCIs, SIFs and RAIFs) implementing various investments strategies including hedge fund strategies. She has been a member of the Luxembourg Bar since 2001 and joined Elvinger Hoss Prussen the same year. Olivia holds a DESS (Diplôme d’Etudes Supérieures Spécialisées) in European Business Law from the Université Jean Monnet, Sceaux (Paris XI), a Master’s degree in European law from the Katholieke Universiteit Leuven (Belgium) and a maîtrise en droit from the Université Robert Schuman in Strasbourg (France). Olivia is a member of the working groups of ALFI (Association of the Luxembourg Fund Industry) on various key European topics such as UCITS eligible assets, SFTR, ETFs, MIFID, PRIIPs, ELTIFs, money market funds and pension funds.

Carré,Olivier
Olivier Carré, Partner, PwC Luxembourg

Olivier Carré – Financial Services Leader of PwC Luxembourg, joined the firm in 2003 after 5 years of experience in Audit and Consulting. Olivier started his career as a Financial Services Business and Operations Consultant and became a Partner in 2009, leading the Regulatory Advisory team since 2013. He was the PwC Luxembourg Banking Industry Leader from 2014 to 2017 and is the sponsor of the Sustainability/ESG market initiatives.

Olivier has gained a broad experience in the financial services industry, especially in the investment fund and asset servicing industries, leading international engagements for Asset Managers, Wealth Managers and Financial Institutions focusing on operational change, strategic advice and regulatory compliance.

Olivier holds a Master’s degree in Finance and Tax Law and a Master’s degree in Management and Economics Sciences from HEC-University of Liège.