White, Robert | Alfi Events

Robert is a partner at EY Luxembourg with more than 14 years experience in providing assurance as well as advisory services in the international real estate and wealth & asset management business. This comprises regulated and unregulated structures, IPO‘s and securitization and pooling structures. He is a member of the INREV Public Affairs Committee and ALFI RE working groups. Robert is a presenter at various internal and external IFRS trainings, guest lecturer at numerous universities and has authored articles in many notable publications, among others the INREV/ANREV open-end funds pricing discussion paper.

Agenda

Real Estate funds

		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 Daniela Klasen-Martin Managing Director & Country Head, Luxembourg Crestbridge Hugo Monster Legal and conducting officer CBRE Robert White Partner EY

		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

London Cocktail & Conference

Robert White, EY

Agenda

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

Session II - Does Luxembourg work from an Operations perspective?

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

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