Sarbjit Panesar started his career in the asset management industry and held a number of management positions in fund administration, control and client services. He joined the securities services industry in 2000 when he was appointed Relationship Manager at JP Morgan moving into Business Development in 2004 covering fund managers, central banks, pension funds and corporates. In 2007, he went on to Brown Brothers Harriman as Senior Relationship Manager, developing and managing strategies for insurance companies, fund managers and banks. In July 2014, he joined SS&C Globe Op as Director for Sales for the insurance segment.
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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
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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
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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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