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, 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, Stewardship Manager, Member of the Investment Committee, Carmignac

Sandra Crowl graduated with a Bachelor’s degree (Economics) from the University of Melbourne, Australia, and is a Charterholder of the Chartered Alternative Investment Analysts Association (CAIA). She founded the first part of her career in Investment Banking, 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 as Head of Product. Since 2011, she is a Member of the Investment Committee and heads up the Socially Responsible Investing initiative at Carmignac.

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 has been a Partner in Regulatory and Compliance Advisory Services with PricewaterhouseCoopers Luxembourg since 2003. Within his professional career over the past 20 years as advisor and auditor in “Big Four” firms, Olivier developed a thorough knowledge of the Investment Fund and Banking industries, in particular in the domain of regulatory rule-sets interpretation and implementation. Olivier is leading the MiFID II working group of PwC Luxembourg composed of business, legal and tax experts focusing on the operational, business and revenue impacts of the new requirements for the financial services industry. Olivier holds a Master’s of Finance and Tax Law and a Master’s of Management and Economics Sciences, both from the HEC-ULg Business School in Liège, Belgium. He is a member of the Ordre des Experts Comptables (Association of Chartered Accounts) and co-chairs the ALFI risk management committee