Graham Goodhew, Independent Director

Graham Goodhew Graham Goodhew has recently retired from the role of Director and Conducting Officer of JPMorgan Asset Management (Europe) sarl and a career of more than 40 years in financial services. With a background in Internal Audit and Risk Management Graham was instrumental in establishing Chase Institutional Asset Management in London in 1994 and at the time of the mergers with Flemings and JPMorgan in 2000/2001 was a director of the Chase asset management company. In 2001 he moved to Luxembourg to be Head of Risk Management for the European Retail business of JPMorgan Asset Management covering all aspects of the fund servicing and distribution of both Luxembourg SICAV and UK OEIC fund ranges and was a director of the Luxembourg Management Company from 2002 until his retirement in 2016. With the Implementation of UCITS III he moved to a new role of Head of Corporate Governance and was appointed as a Conducting Officer responsible for Portfolio Risk Management. Since then he has variously served as the Conducting Officer responsible for Fund Distribution and Investment Management. Graham has been active in a number of industry working groups at CESR/ESMA, EFAMA and AFLI related to; UCITS, MiFID, PRIPS and Risk Management and various other issues. In retirement he remains active with ALFI and continues to live and work in Luxembourg as an independent director.
09.15-10.00

The magnitude of the current relationship of cross-border funds with the UK – What is at stake?

  • Current operating and delegation models between UK and the European asset management industry
  • Distribution models
  • Facts and figures

10.00-10.45

CSSF Circular 18/698: Substance, delegation and governance

Deep dive into CSSF requirements on substance and delegation as well as organisational considerations  


14.25-15.10

Practical examples of addressing Brexit challenges

  • Asset managers recount their experiences

15.40-16.10

The people and the place

  • Living and working in Luxembourg
  • What skillset for Luxembourg?
  • Relocation
  • Dual employment contracts
  • Your tax bill
  • Independent directors
  • Directors, senior managers and conducting officers

16.10-17.00

What does the future hold for European asset management?

  • Third-country access through equivalence; the way forward
  • Transition period
  • ESA review, recent developments from EU Commission, ESMA and the UK
  • Third-country passport under AIFMD: will it work?
  • Brexit: what spillover effect on asset managers in the US, Asia and other jurisdictions?

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