Parkes,Martin | Alfi Events

Martin Parkes is a Managing Director in BlackRock's Global Public Policy team based in London. Martin engages with policy makers and BlackRock’s clients on policy and regulation relating to investor protection and distribution, retirement and fund structures in Europe. Martin's service with the firm dates back to 2004. Prior to moving to this role, Martin was a director in BlackRock's legal team responsible for BlackRock's European-managed investment funds. Martin is a member of ESMA's Investor Protection and Intermediaries Standing Committee's Consultative Working Group. He is also a committee member of BlackRock’s LGBT OUT & Allies network.

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 Josiane Schroeder Counsel Linklaters LLP Martin Parkes Managing Director, Global Public Policy BlackRock Federico Cupelli Senior Regulatory Policy Advisor EFAMA

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? Marc-André Bechet Director Legal & Tax ALFI Peter Bevan Partner Linklaters LLP Martin Parkes Managing Director, Global Public Policy BlackRock Sera Sadrettin-Perry Head of Global Corporate Development M&G London