Michael Ferguson, ALFI

Michael Ferguson Michael Ferguson is the EY Luxembourg Wealth & Asset Management Practice Leader and the EY EMEIA Wealth & Asset Management Assurance Leader. He is a registered Chartered Accountant in the UK and Ireland and a member of Luxembourg’s Institute of Auditors. Michael is a member of the Board of Directors and Deputy Chairman of ALFI (Luxembourg Investment Fund Association), a member of  ALFI`s Executive Committee with responsible for International Affairs. He chairs and participates in various ALFI committees. Michael has over 30 years’ experience in the asset management industry covering a wide variety of mutual funds, hedge funds, debt, credit and structured products He is a regular speaker at asset management conferences, including the local Luxembourg ALFI conferences as well as ALFI Roadshows to Asia, Europe, Latin America and the US. Michael is the author and Editor of "Investment Funds in Luxembourg - A Technical Guide" - a 700 page technical publication which is the Luxembourg investment fund reference publication. He is also author of numerous articles on the Asset Management Industry.

Special appearance by:

Panel discussion

10.55 - 11.40

Looking forward to enhanced cross-border fund distribution

One 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?
Will integration help the cross-border investment fund industry to seize the opportunity and contribute more effectively towards economic growth? If so, which are the products and who are the clients?

A debate between the Commission and the industry

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.
It is important to third-country asset managers of European funds and it benefits the end investor by providing access to local asset management expertise. Brexit, coupled with the “ESA Review” proposal, have put the delegation model at the core of heated discussions. How are these perceived outside the EU? What is the way forward?

A regulators debate

14.35 - 15.15

Focus on Latin America

Key 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

16.00 - 16.40

Focus on Southeast Asia

The 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.

16.40 - 17.05

A discussion with NICSA and HKIFA

ALFI 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.

Also speaking at