TOOLS TO MAKE DISTRIBUTION EASIER


08.00 - 09.00

Registration and breakfast


09.00 - 09.10

Opening, welcome and introduction


09.10 - 09.15

Chairperson's introduction

  • David Claus

    David Claus Managing Director & Luxembourg Country Executive The Bank of New York Mellon


09.15 - 09.35

Transformational technology

Keynote speech on fintech for distribution


09.35 - 10.15

Fintech solutions for AML

AML is a challenge for distributors of investment funds and fintech offers solutions to ensure compliance with applicable regulation, in particular client identification requirements.

  • What are the technologies that offer the most potential in this regard and how will they change the industry?
  • What are the existing obstacles to their implementation?

Moderator

Panellists


10.15 - 10.45

Coffee break


10.45 - 11.25

Distribution support: the plan and the reality

What improvements to the distribution processes are expected from recent regulatory and technological changes? How do they compare to the realities on the ground and how is the role of the asset manager evolving in this context?

  • MiFID II and PRIIPS: first stock-taking
  • Advice and/or robo-advice: is technology changing business models?
  • The digital evolution of fund distribution business

 

Moderator

Panellists

  • Gebhard Giselbrecht

    Gebhard Giselbrecht Head of Client Coverage and COO Switzerland & EMEA Credit Suisse Asset Management

  • Ugo Sansone

    Ugo Sansone General Manager/Regional Manager AllFunds Bank International


11.25 - 12.15

Does sustainability help you sell?

According to the EU Commission’s recent proposals, client’s sustainability preferences need to be taken into account when offering a product. Consequently, the matching product needs to be identified and available. How to go about this? Is a “green” or “social” product making things easier?

Panellists debate these (provocative) questions

Moderator

Panellists

  • Ana Harris

    Ana Harris Global Head of Equity Portfolio Strategists, Indexing State Street Global Advisors


12.15 - 12.20

Chairperson's wrap-up and closing remarks


12.20 - 14.00

Lunch in the exhibition area kindly sponsored by:


THE NEXT 30 YEARS


14.00 - 14.10

Chairperson's introduction


14.10 - 14.30

Where is the global economy heading


14.30 - 15.30

Future products and the future of products

Technology, energy, bitcoins… the target investments of funds are more and more diversified. Asset managers are led towards funding not only the real economy, but also the needs of society as a whole. New generations of investors have new expectations.
But looking beyond asset classes, asset managers are reviewing other features of the products: the risk/reward balance, the active/passive management style, the pricing and fees, etc…
Altogether, how much innovation is going on … and required?

Moderator

Panellists

  • Kate Webber

    Kate Webber Managing Director, Head of Product Development Calastone

  • Hans Stegeman

    Hans Stegeman Head of Research and Investment Strategy Triodos Investment Management


15.30 - 16.00

Coffee break


16.00 - 16.20

Out of the box: how to sell your story

A tutorial to improve skills and competences of sales professionals or of anyone who wants to acquire a modern commercial technique combining narration and improvisation.


16.20 - 16.45

European Funds - the next 30 years

A look into the crystal ball

From regulatory big bang to an expanding galaxy of stars – assessing the past and future of UCITS
The UCITS Directive was the spark that fired the European asset management industry into life, creating a trusted structure for retail and institutional investments alike. In their first 30 years,  they have survived and thrived extreme market upheavals to become a global franchise, with assets expanding from €300bn to nearly €10trn. What are their secrets of success and are they sustainable for the next three decades?

  • Diana Mackay

    Diana Mackay Managing Director at consultancy MackayWilliams part of Broadridge Analytics Solutions


16.45 - 16.55

Offsetting our carbon footprint


16.55 - 17.00

Chairperson's wrap up and closing remarks


17.00

ALFI 30th Birthday celebration

This year, ALFI is celebrating its 30th anniversary. Over the last three decades, the local fund industry has developed the know-how and infrastructure that make Luxembourg the leading global fund distribution hub.

Join us to discover milestones of our activity and celebrate the success story that we keep on writing.

Detailed agenda on this link.