Overview

Please join us on the morning of 20 October for a breakfast briefing looking at “Luxembourg: a post-Brexit option to access the EU”.

 

Agenda

08.30 - 09.00

Registration & breakfast

09.00

Welcome remarks
Tom Brown
,
Partner, KPMG Global

Opening presentation
The future of EU asset management regulation – where will we be in 5 years
Marc-André Bechet, Director – Legal & Tax, ALFI

Getting started – relocation and authorisation requirements for AIFMs, UCITS, MiFID and the day to day running of asset management business

Moderator
David Capocci, KPMG

Panellists
Andrew Bastow, AQR
Jerome Wigny, Elvinger Hoss Prussen
James Bolton, Carne Group

Closing Presentation
Living in Luxembourg

Revel Wood, FundRock Management Company

10.30

End of the seminar

 

Speakers

Bechet,Marc-André
Marc-André Bechet, Deputy Director General, ALFI

Marc-André Bechet is Deputy Director General of ALFI, the Association of the Luxembourg Fund Industry. He joined the association in September 2014. Before joining ALFI, Marc-André Bechet was Head of the Investment Funds Services at Banque Degroof Luxembourg, responsible for fund administration and custody. He was also a member of Banque Degroof’s Management Board. Prior to joining Banque Degroof, Marc-André Bechet worked for 18 years at RBC Investor Services Bank S.A. in Luxembourg, where he held various senior positions including Head of Custody and Network Management, and Head of Business Development and Relationship Management, Legal and Compliance. Mr. Bechet holds a Master’s degree in Business Administration from the University of Ottawa (Canada) and a Master’s degree in Finance from the French business school ESCP in Paris. He speaks English, French, German and Luxembourgish.

Bastow,Andrew
Andrew Bastow, Vice President, AQR Capital Management (Europe) LLP
Bolton,James
James Bolton, COO, Carne Group
Brown,Tom
Tom Brown, Partner and Global Head of Asset Management, KPMG

Tom has been a Partner in KPMG’s Financial Sector Practice in London since 1999, having joined in 1987. He is the KPMG Global Head of Asset Management. As well as leading KPMG’s Global Asset Management practice Tom spends most of his time working with clients. He is the client lead partner for a number of significant investment managers, hedge funds and pension funds. He also leads advisory assignments including operational and process reviews as well as internal audits, transactions and listings. Tom is a regular speaker at industry conferences including acting as Chairman of FundForum International. He has recently authored articles including “Evolving Investment Management Regulation”, “Industry Insights” and “Investing in the Future”. Tom works actively with European Fund and Asset Management Association (EFAMA). Tom is a regular speaker at industry conferences including acting as Chairman. He has recently authored articles including “Investing in the future,” “Evolving Investment Management Regulation” and “Industry Insights”.

Capocci,David
David Capocci, Managing Partner-elect, Head of Alternative Investments, KPMG

David has over 20 years’ experience in international tax, advising alternative investment funds on setting up their investment platform in Europe. He has helped many private equity houses and real estate players align their fund management organization with the AIFM Directive. David strives to develop pragmatic and efficient solutions for his clients. He begins serving as Managing Partner of KPMG Luxembourg on 1 October, 2020.

Wigny,Jerôme
Jerôme Wigny, Partner, Elvinger Hoss Prussen

Jérôme Wigny became a member of the Luxembourg Bar in 1994 and a partner of Elvinger Hoss Prussen in 2001.

He specialises in investment funds (UCITS and AIFs, in particular those pursuing alternative strategies) as well as management companies and alternative investment fund managers (AIFMs).

He is a member of various committees of the ALFI (Luxembourg Association of Investment Funds) and co-chair of its Hedge Funds and Liquid Alternatives Committee. He is also a member of the AIF working group of the HCPF (Haut Comité de la Place Financière), the advisory committee to the Luxembourg Ministry of Finance.

He holds a “licence en droit belge” from the Université Catholique de Louvain-la-Neuve. He is a regular speaker at conferences and seminars, in particular in relation to investment fund-related topics.

Wood,Revel
Revel Wood, Co-Founder, One Group Solutions

Co-founder ONE group solutions, the industry leading fund governance provider in Luxembourg. ONE group is made up of four business lines providing solutions in: Fund Management, Compliance and Regulatory Consulting, Corporate & Governance Services, Next Generation Technology. Prior to this, he was group CEO of FundRock, (formerly RBS Luxembourg). At the helm he successfully navigated through the RBS “exit from Luxembourg”, steering the company clear of collapse, going on to grow the rebranded FundRock five fold in three years. Prior to FundRock, as deputy MD and head of business strategy, he led Northern Trust Fund Services in Luxembourg (including ManCo), with growth of 80% in three years during his tenure.

His success in Luxembourg is attributed to building a strong network, and a reputation as a loyal, trusted and results oriented industry partner. Prior to moving to Luxembourg, Revel was Global Head of Derivative Product and Investment Operations Outsourcing (IOO) for Northern Trust in London, and contributed to their success of Global Fund Services business expansion.

Revel is not the stereotypical CEO, having come from a working class mining family, recognised for leadership in the military and worked his way through operations, risk management, product and business strategy into two CEO roles. He appreciates the value of looking after hard working peoples savings and sees the greater purpose in what we do in the funds industry, quoted as saying: “ I love what we do, with the right team we can have a real positive impact on peoples savings, by build quality solutions for our clients investors that add real value and keep their retirement plans safe.” He is an experienced and energised leader with 30 years of leadership experience, passionate about high quality customer solutions by inspiring a sense of pride and collective ownership in the teams he led.