London Cocktail & Conference | Alfi Events

James Bolton, Carne Group

James Bolton

Agenda

Agenda

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

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?

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?

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? 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?

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

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?

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