Josiane Schroeder, Linklaters LLP

Josiane Schroeder Josiane specialises in all types of investment fund-related matters, for both traditional and alternative funds. She advises major international fund houses and asset managers, including U.S. and Asia-based clients. As a highly experienced and versatile funds lawyer, Josiane advises on everything from the setting up of funds, eligible investments and investment restrictions to fund mergers (both domestic and international), demergers, liquidations and restructurings. She has particular expertise on funds set up under the Undertakings for Collective Investment in Transferable Securities (UCITS) directives. She has assisted many funds and fund management companies on the necessary requirements from successive UCITS directives.

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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Also speaking at

MiFID II Q&A seminar

MiFID II Q&A seminar

23 January 2017 Chamber of Commerce, Kirchberg, Luxembourg