London Cocktail & Conference

Agenda

Agenda Download Latest Agenda

08.00 - 08.50		Registration and coffee

08.50 - 09.00		Chairperson’s introduction Jon Griffin Independent Director

09.00 - 09.20		Looking beyond Brexit Nicolas Mackel CEO Luxembourg for Finance (LFF)

09.20 - 09.35		ALFI and IA welcome addresses Denise Voss Chairwoman LuxFLAG Chris Cummings Chief Executive Officer The Investment Association (IA)

09.35 - 10.00		A walk on the wild side – disruption scenarios in Asset Management Asset management is a storied industry with attractive profit margins. This should make it a prime target for disruption. Could there be a world without funds? Or without fund managers? What if Alexa became the world’s biggest financial advisor? We will explore the hype and the facts behind scenarios like these, and what it means for our industry over various time frames. Michael Drexler Managing Director, Global Head of Strategy and Business Transformation J.P. Morgan Asset Management

10.00 - 10.45		CEO panel discussion – “Walking the talk”; Moving from “re-imagination” to the “reality” of transforming the asset management industry How should asset management respond to a world of disruptions by technology and politics? Our panellists have shared a number of talking points in advance of their discussion: Value for money is being questioned as never before Customers’ willingness to buy products through digital channels is increasing Investors are more and more focused on the non-financial returns The asset management industry`s stewardship over investment decisions is continually being challenged In addition, there is significant pressure on fee and margin levels Moderator Michael Ferguson Director Panellists Peter Horrell Managing Director Fidelity International Jamie Broderick Advocate for social impact investment and board member Impact Investing Institute Peter Harrison Group Chief Executive Schroders Jonathan Willcocks Global Head of Distribution M&G Investments

10.45 - 11.15		Coffee break and visit of the exhibition area

11.15 - 11.20		Afternoon workshops announcement Thomas Seale Independent Director Seale Advisory

11.20 - 12.05		Luxembourg: anticipating change, shaping our future and aiming for tomorrow Luxembourg has a proud history of anticipating the evolving needs of the asset management industry it services. Entering with optimism a new era of “re-imagining” asset management and innovation benefiting investors, can it continue that tradition, and can we define what that future might look like? How is Luxembourg evolving as it welcomes new ideas and entrants, anticipates the future and re-imagines its role as the world’s second largest fund domicile? Moderator Noel Fessey Independent non-executive Director Panellists Nicolas Mackel CEO Luxembourg for Finance (LFF) Sébastien Danloy Global Head Asset Owners and Managers HSBC Securities Services Micaela Forelli Managing Director, Europe M&G Luxembourg S.A. Jean-Marc Goy Conducting Officer Senior Counsel Capital Group

12.05 - 12.40		"Disruption scenarios" ... "structural shifts" ... "shaping our future" ... How does this impact the regulator? As the industry experiences disruption and transformation, how are regulators evolving? Are they experiencing the same disruption? What industry landscape are they planning and preparing for over the next five years? Moderator Sheila Nicoll Head of Public Policy Schroders Panellists Nick Miller Head of Asset Management, Supervision Financial Conduct Authority (FCA) Marco Zwick Director Commission de Surveillance du Secteur Financier (CSSF)

12.40 - 13.05		Transformation and disruption: what can the asset management industry learn from the transformation seen elsewhere? The digital reinvention of the industry is inevitable. But where will disruption come from? What role might GAFA play? And how can incumbents put the customer and technology at the heart of their offer to survive the shift? Dan Cobley Managing Partner Blenheim Chalcot

13.05 - 13.10		Chairperson's wrap up and closing remarks

13.10 - 14.30		Lunch in the exhibition area

14.30 - 15.45		Parallel workshops: "short and sharp" insights

14.30 - 15.45		Target operating model for your management company 18/698: what’s all the fuss about? Target operating model: what does “substance” really mean? How ManCos are evolving to remain efficient and compliant In-house or 3PMC? Governance: best practice through board composition? Moderator Bertrand Jaboulay Partner PwC Panellists Hermann Beythan Partner Linklaters LLP James Bolton COO Carne Group Peter Carroll Head of EMEA Delegation Oversight Invesco Real Estate Management Timothy Caverly Independant Director Benjamin Lamping Founder and Director Reframe Capital

14.30 - 15.45		Private equity: new tax and structuring developments in association with Are we moving to a US structuring environment? How to succeed with fundraising How to master AIFMD operational complexity What’s new in governance strategies? How will you being doing deals in 2020? Moderator Gilles Dusemon Partner Arendt & Medernach Panellists Vanessa Vandaele Director Deloitte Giuliano Bidoli Tax Partner BC Partners Management Stephanie Biggs Partner, Financial Services and Markets Travers Smith LLP Valeria Merkel Chair of the ALFI NextGen Committee & Partner KPMG Patricia Volhard Partner Debevoise & Plimpton LLP

14.30 - 15.45		Real estate: hot investment areas and set-ups How to manage regulatory substance Are you prepared for the new fiscal environment? What are the opportunities and challenges in outsourcing? How to use the Luxembourg product suite How to navigate the talent market Moderator Robert White Partner EY Panellists José María Ortiz Managing Director ECE Real Estate Partners Keith O'Donnell Managing Partner - International & Corporate Tax ATOZ Tax Advisers Alan Dundon Global Relationship Leader Alter Domus Andrew Notter Partner AndersonWise Johan Terblanche Managing Partner Maples Group

14. 30 - 15.45		The Luxembourg sustainable finance toolkit How to set up a sustainable fund using the Luxembourg toolbox? Why Luxembourg set up a support programme for climate finance? Why is impact measurement so important? Sustainability reporting and disclosures – a brain teaser? What’s new around fund labels? Moderator Corinne Molitor Chairperson, ALFI Responsible Investing Technical Committee Partner, Innpact Sàrl Panellists Gast Juncker Partner Elvinger Hoss Prussen Jenny de Nijs Advisor Luxembourg Ministry of Finance Jean Baptiste Oldenhove Founder EstariGroup Sandra Crowl Member of the Investment Committee, Stewardship Director Carmignac Sachin Vankalas General Manager LuxFLAG

15.45 - 16.30		Networking afternoon tea

London Cocktail & Conference

Reimagining asset management

Agenda

Registration and coffee

Chairperson’s introduction

Looking beyond Brexit

ALFI and IA welcome addresses

A walk on the wild side – disruption scenarios in Asset Management

CEO panel discussion – “Walking the talk”; Moving from “re-imagination” to the “reality” of transforming the asset management industry

Coffee break and visit of the exhibition area

Afternoon workshops announcement

Luxembourg: anticipating change, shaping our future and aiming for tomorrow

"Disruption scenarios" ... "structural shifts" ... "shaping our future" ... How does this impact the regulator?

Transformation and disruption: what can the asset management industry learn from the transformation seen elsewhere?

Chairperson's wrap up and closing remarks

Lunch in the exhibition area

Parallel workshops: "short and sharp" insights

Target operating model for your management company

Private equity: new tax and structuring developments

Real estate: hot investment areas and set-ups

The Luxembourg sustainable finance toolkit

Networking afternoon tea

Thank you