Please note that all sessions are indicated in UK time


08:00 - 08:45

Registration and breakfast


08:45 - 09:00

ALFI & IA welcome address


09:00 - 09:05

Introduction by the Chairperson of the day


09:05 - 09:20

Welcome address from the Luxembourg Government


09:20 - 10:00

Regulators' insights

Nick Miller, Head of Asset Management Supervision, Policy & Competition, FCA, and Marco Zwick, Director, CSSF, will be discussing and exchanging views on the latest trends and regulatory drivers during this panel moderated by Olivia Moessner, Partner, Elvinger, Hoss & Prussen, SA. Participants will receive insightful information on the current views of the regulators both in Luxembourg and in the UK on selected hot topics for the Asset Management industry.

Moderator

Panellists

  • Christopher Davis

    Christopher Davis Manager - Asset Management Department Financial Conduct Authorities (FCA)

  • Marco Zwick

    Marco Zwick Director Commission de Surveillance du Secteur Financier (CSSF)


10:00 - 10:20

The Future of sustainable finance after COP26; contributing to global goals through Financial Services

What data do investors and governments need to deploy capital sustainably and in line with the requirements of regulators, citizens and the market, now and in the future? Data is a crucial building block of sustainable finance but how do we deliver coherent, comprehensive and consistent data without estimation, extrapolation or error? The Financial Services industry is used to disclosures but historically with a backward looking lens; sustainable finance requires a forward looking approach, so how do we source necessary data? Is data the problem or the solution? How can the Asset Management sector take a lead in shaping the data agenda, and avoid being simply rule takers?

  • Sherry Madera

    Sherry Madera Chief Industry & Government Affairs Officer Refinitiv


10:20 - 11:05

Asset Management emerging into a new era of relevance

What are the challenges and ambitions of Asset Managers as the industry emerges from the pandemic disruption and looks forward to a new era of sustainable finance, massive generational wealth transfer, next generation investor needs, and technology advances that can truly transform? Hear the perspectives and views of three industry figureheads, each with a long history of strategic leadership in Asset Management.

Moderator

  • Ann Doherty

    Ann Doherty Managing Director, Global Senior Client Advisor, Platform Sales – Securities Services J.P. Morgan

Panellists


11:05 - 11:35

Coffee break & visit of the exhibition area


11:35 - 12:00

UK Value Assessments

Under rules introduced in September 2019, UK authorised fund managers must report on whether their funds are delivering value to investors. Listen to Martin Parkes, Managing Director, Global Public Policy Group from BlackRock, Anna Lane, CEO of The Wisdom Council and Hugues Gillibert, Director, FITZ Partners debate how the implementation has gone in the UK, how investors have reacted, whether this has lead to widescale fee reductions and broader issues of fund restructuring. The panel will also discuss how asset managers with UK and EU fund ranges will navigate differing expectations from both FCA and ESMA.


12:00 - 12:20

ETFs: product evolution and tactical innovation

Is there a case for Active ETFs in Europe? What are the latest global trends in Active ETFs? What are the thoughts from regulators? Are thematic ETFs a solution for active investors? Do active ETFs need to be non-transparent? How can Luxembourg play a role in this growing market and what are its advantages?

Moderator

  • Paul Heffernan

    Paul Heffernan Head of Business Development & Client Management, Asset Manager Sector, Europe HSBC

Panellists


12:20 - 12:50

The Role of FinTech in transforming the Asset Management sector; a Luxembourg and UK perspective

Both UK and Luxembourg have healthy and vibrant FinTech and RegTech sectors. How do they each facilitate the germination of ideas into the Asset Management sector? What does the landscape look like in each? Which transformational initiatives are most likely to succeed? What can the Asset Management industry do to encourage a more rapid embracing of new ideas from FinTechs? Which areas of Asset Management are most likely to be transformed? Hear from leaders of the LHoFT and IA Accelerator as they collaborate in maximising the impact of innovative transformational technology on our Asset Management industry.


12:50 - 13:15

Reflections on the past, vision for the future

Hear two respected leaders of asset management over the past decade, in conversation, as they reflect upon lessons learned from the industry’s evolution, the emergence of impact investing, leadership lessons in balancing work and life and their perspective on the future of asset management.

Interviewed by:

  • Jamie Broderick

    Jamie Broderick Advocate for social impact investment and board member Impact Investing Institute


13:15 - 13:20

Wrap-up and closing remarks by the Chairperson of the day


13:20 - 14:30

Lunch break & visit of the exhibition area


14.30-15.30

Afternoon Parallel Workshops


14:30- 15:30

Workshop 1: Sustainability: the practicalities of managing and distributing or investing into an Art 6, 8 or 9 (SFDR) fund

The EU Sustainable Finance Disclosure Regulation (SFDR) requires asset managers to categorize their investment funds: neutral, promotion of E and/or S (SFDR article 8) or sustainable (SFDR article 9). The implications of such classification need to be carefully addressed by asset managers: with regard to investors’ appetite for ESG compliant products but also with regard to investment opportunities and reporting obligations.
This panel will discuss first experiences after SFDR implementation, consider investor’s expectations and provide perspectives going forward.

Moderator

Panellists

  • Julian Hoeding

    Julian Hoeding Strategy Coordination & Product Development Officer European Investment Fund (EIF)

  • Peter Preisler

    Peter Preisler Managing Director, Head of Marketing and Business Development, Europe & Africa Oaktree Capital Management, L.P.


14:30- 15:30

Workshop 2: Private Assets – Where to Next?

Join us for an exciting panel discussion where we will explore the evolution & impact of social and demographic shifts on the Private Asset space.
We look forward to discussing the following topics:
– Trends in investor’s behavior
– Social demographic shifts and the opportunities & challenges for alternatives
– The future of product and solution manufacturing
– Access in retail investors
– Evolution of business models and the use of technology as a differentiator
– Tokenisation of private assets and creating liquidity through the new technologies
– Role of the depositary
– Evolving trends in the distribution

Moderator

Panellists

  • Brian McMahon

    Brian McMahon Managing Director - Global Head of Alternative Sales, Asset Servicing BNY Mellon


14:30- 15:30

Workshop 3: Governance as a virtue; taking centre stage for regulators, investors, and ESG across funds and management companies.

We explore how fund and management company boards are evolving, through best practice and regulatory influence, the increasing importance of independent Directors and diversity, and the Boardroom of the future.
We examine the shift in delegate and outsource provider oversight, from pure mechanical compliance to effective and efficient value add, through focused technology and a variety of operating solutions
We assess the impact of the above on the labour and skills capacity in Luxembourg and how the domicile will continue to grow through upskilling and a trend towards quality intervention skills rather than mechanical operations.

Moderator

Panellists


15.30

Closing Coffee