25-26 September 2018European Convention Center, Luxembourg
3 DECADES OF GLOBAL FUNDS DISTRIBUTION |
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08.00 - 09.00 |
Registration and breakfast |
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09.00 - 09.25 |
Opening, welcome and introduction
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Special appearance by:
interviewed by:
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09.25 - 09.30 |
Chairperson's introduction
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09.30 - 10.30 |
Looking back at three decades of the UCITS global success storyUCITS are recognised worldwide as stable, well-regulated and high-quality investment products with significant levels of investor protection. Distributed in 70 countries around the world, they are considered a true European export hit. Introduction keynote speech
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Panel discussionModerator
Panellists
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10.30 - 10.55 |
Coffee break |
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10.55 - 11.40 |
Looking forward to enhanced cross-border fund distributionOne of the aims of the Capital Markets Union project is to foster growth by reinforcing the role of capital markets, investment funds and asset managers, in the financing of the European economy, too dependent on bank financing. In this context, the European Commission has made proposals to remove the remaining barriers to cross-border distribution of funds. How will these impact the distribution processes? A debate between the Commission and the industry Moderator
Panellists
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11.40 - 12.25 |
Delegation, "third countries", Brexit... Quo vadis, distribution of EU funds?Delegation of certain asset management functions to a company’s headquarters, other group companies or specialist third-party asset managers, with the decision-making process and risk oversight remaining in the country from which delegation takes place, is a tried and tested practice in the European and international fund industry. A regulators debate Moderator
Panellists
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12.25 - 12.30 |
Chairperson's wrap-up and closing remarks |
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12.30 - 14.15 |
Lunch in the exhibition area kindly sponsored by: |
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13.30 - 14.00 |
Short & Sharp stage - kindly sponsored by:PRIIPs issues 9 months after? You gotta be KIDding.
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PROMISING AND FUTURE DISTRIBUTION MARKETS |
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14.15 - 14.20 |
Chairperson's introduction
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14.20 - 14.35 |
The map of hot and cold spots of global fund distributionAn overview of fund flows and market opportunities around the world
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14.35 - 15.15 |
Focus on Latin AmericaKey developments in the region, including recent amendments to pension fund regulations, offer new distribution opportunities for UCITS and alternative fund managers, as well as improved choice for local investors. A deep dive into local trends and regulatory changes Moderator
Panellists
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15.15 - 15.30 |
Leading in the Digital Age: Thoughts from a Consumer Banking GiantThe Fourth Industrial Revolution is one of the most profound periods of disruption in human history. In a world made mobile, consumer behavior is rapidly evolving and challengers are coming in all shapes and sizes from every corner of the world. No industry is immune and the digitization of banking, which is happening first, has profound implications for the investments industry. How do industry leaders transform to meet client expectations and compete? Stephen Bird, CEO of Citi’s Global Consumer Bank, will discuss how Citi is capturing digital’s transformative opportunity to deliver a more powerful client experience and drive client-led growth.
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15.30 - 16.00 |
Coffee break |
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16.00 - 16.40 |
Focus on Southeast AsiaThe fund and asset management industries in Southeast Asia are growing significantly. The panel presents new opportunities in the region, including in Thailand, Indonesia, Singapore and the Pacific. Moderator
Panellists
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16.40 - 17.05 |
A discussion with NICSA and HKIFAALFI talks to its Conference Partners, NICSA and HKIFA, about important developments in their respective markets, amongst others the progress of Asian passporting schemes or FinTech in the US. Moderator
Panellists
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17.05 - 17.15 |
Master of ceremony and chairperson’s wrap-up and closing remarks |
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17.15 - 17.35 |
Distribution Achievement Awards by Broadridge (formally MackayWilliams)ALFI is proud to host and looking forward to the second edition of this unique yearly overview of distributor-centric trends, dynamics and strategies.
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17.35 - 19.00 |
Cocktail kindly sponsored by: |