Robert Jarvis, Luxembourg for Finance

Robert Jarvis Robert J. Jarvis advises Luxembourg for Finance and its key stakeholders in proactive decision making with regards to target markets, business development and financial topics, as well as the strategic orientation of the agency and the financial centre in general. Robert has various special focus topics: Brexit, asset management, sustainable finance, and FinTech, and provides in-depth insight on growth opportunities in these sectors within the European and North American markets. Robert is a regular speaker representing the Luxembourg financial centre. Previously, Robert worked in the asset management industry helping AIFMs with their compliance, distribution, and reporting obligations.

Agenda

Substance, delegation and governance requirements in Luxembourg
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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