Daniela Klasen-Martin, Crestbridge

Daniela Klasen-Martin Daniela’s career has crossed borders and spanned the width of the financial sector. She arrived in Luxembourg in 1997 and has hold positions as Head of Finance and CEO/Managing Director, gaining strong expertise in providing corporate governance and risk management services for both UCITS and alternative Funds. Joining Crestbridge Luxembourg in 2010 as Managing Director and Country Head, she has led the firm to be one of the first third party management companies to provide services to AIFMs/AIFs, UCITS as well as VC Funds. She also acts as Director and Conducting Officer for UCITS, AIFs and AIFMs, investing in both financial and non-financial assets. Mrs Klasén-Martin contributes actively to the Fund Industry, sitting on a number of ALFI committees within risk management and fund governance and as a member of ILA (Luxembourg Institute of Directors) and of ALRiM (the Luxembourg Association for Risk Management professionals). She is frequently speaking at fund events on topics such as risk management and fund governance.

Session I - Does Luxembourg work from a Product Design perspective?

  • Overview of Luxembourg vehicles and ability of Lux toolkit to have a large reach
  • The trends around Open and closed ended funds
  • RAIF vs SIF vs simple AIF

Session II - Does Luxembourg work from an Operations perspective?

  • AIFM (own vs 3rd party models in practice)
  • Substance/headcount /Valuation/ Feedback from regulator visits
  • Efficiencies in administration and technology

Session III - Does Luxembourg work from a Marketing/distribution perspective?

  • Overview of common distribution models
  • Capital raising trends and marketing strategies post Brexit
  • Different solutions and impact into marketing/distribution strategy

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