Registration & breakfast


Opening – Welcome and introduction

  • Denise Voss

    Denise Voss Chairman Association of the Luxembourg Fund Industry (ALFI)


Introduction by the Chairman of the morning session

  • Jon Griffin

    Jon Griffin Managing Director J.P. Morgan Asset Management


A message from the Government: Europe’s fund industry in a new digital era


Distribution around the world

An overview of the global fund distribution landscape, distinguishing between distribution channels and distributor profiles by continent, region and countries

  • A world map of distribution channels
  • A world map of hot and cold spots
  • Distribution trends: new frontier target markets
  • Barbara Wall

    Barbara Wall Director EMEA Insights Broadridge Financial Solutions, Inc.


The bigger picture from the manufacturer, the seller and the buyer

An introduction by a leading global cross-border Asset Manager followed by a roundtable discussion between the manufacturer, the seller and the buyer

  • The case for global cross-border distribution: local investment needs and international diversification
  • ‘Put yourself in the Distributors’ shoes’: bringing producers to understand the distributors perspective
  • An outline of the European and the US perspectives

Roundtable discussion


  • Jon Griffin

    Jon Griffin Managing Director J.P. Morgan Asset Management


  • Guillermo Arthur

    Guillermo Arthur President International Federation of Pension Fund Administrators (FIAP)


Coffee Break


Challenges and opportunities for the continued success story of EU funds

An international perspective on UCITS by ICI Global

Interviewed by:

  • Denise Voss

    Denise Voss Chairman Association of the Luxembourg Fund Industry (ALFI)


Fintech for Distribution - exploring a challenging lansdcape for funds

Robo-advisers, exchange traded funds, direct to consumer models-the distribution landscape is changing. Just as the music and publishing industries were disrupted by a digital revolution, so is the funds business undergoing a technological shift, we all know that by now…but how far are we really in this shift?
Can we truly predict the ‘digital’ future of global fund distribution?

Setting the scene with Digital Disruption in Asset Management, learning from Skype’s approach, followed by a debate with leading distribution disrupters




  • Bob Kneip

    Bob Kneip Founder and Chairman of the board of Directors KNEIP Communication S.A.

  • Neil Ward

    Neil Ward Founder and former General Manager Skype


Chairman’s wrap up and closing remarks


Lunch in the exhibition area kindly sponsored by EY



Investment Fund Distribution:  the next r-evolution
(on invitation only)

Rafael Aguilera, Executive Director, Advisory Services, EY
Alex Birkin, EMEIA Wealth & Asset Management Leader, EY

Master Class sponsored and presented by Arendt & Medernach

Tales of the unexpected – navigation through Priips

Short & Sharp Stage sponsored and presented by Linklaters LLP

A ‘Live Deep Dive’ into Distribution -Can you still sell your products to German Investors in 2018?


Opening & introduction by the chairman of the afternoon session

  • Thomas Seale

    Thomas Seale Chairman, LuxFLAG & Former ALFI Chairman 2003-2007


The existential crisis of Distribution: what will regulation make of distributors in the not so distant future?

There are many topics on distributors’ minds these days, costs & charges, target markets, MiFID II and the list goes on. Yesterday’s distributor will be very different by 2018.

A presentation on the key regulatory impacts to the distributors’ business model.

  • Julie Patterson

    Julie Patterson Head of Asset Management Regulatory Change, Risk & Regulatory Insight Centre, EMA KPMG


Distribution perspective between the Giants and the Gems

Distribution perspective between the Giants and the Gems – Distribution is not a winner takes all game

  • Does scale matter? Does brand recognition matter?
  • Is it really easier cutting distribution deals if you are a giant of the industry? Are (smaller) boutiques getting a raw deal from distributors?
  • What difference does this make to the end investor simply seeking the best funds?



  • Fidy Ramamonjisoa

    Fidy Ramamonjisoa Partner, International Business Development Sycomore Asset Management


Coffee Break



The Yin: Prepare for the second age of distribution

The Chinese fire rooster crows in a cloudy new day in the world of fund distribution. Traditional business models are changing, pressure is building from passives, new competitors are entering the arena and the regulatory train shows little sign of slowing. But is this creating a landscape that favours only the giants and the gems? Are mid-tier groups doomed, ultimately, to merge or fail?

Diana Mackay takes a different view, examining recent distribution dynamics and fund selector opinion to identify the positioning strategies necessary to stay ahead of the competitor race in the next decade.

  • Diana Mackay

    Diana Mackay Managing Director, Global Distribution Solutions Broadridge Financial Solutions


The Yang: Innovation in distribution

A roundtable discussion to assess the new frontiers of distribution with Distribution Innovators

  • Direct-to-consumer or stick with intermediaries – which way will asset managers swing?
  • Is regulation closing or opening distribution architecture?
  • Distribution digitalisation: will robo-advisers be the dominant distributors of the future?




Afternoon Chairman’s wrap up and closing remarks


Cocktail kindly sponsored by KPMG