Gwen Hassert, UBS Asset Management

Gwen Hassert

Gwen was appointed to Head of Tax Europe in May 2015 within UBS Asset Management, Real Estate & Private Markets (REPM). In this role, she is responsible for providing tax risk management, overall tax planning and tax advice for REPM's funds in Europe (both on the direct and the indirect real estate fund side).
She is also involved with new products and business initiatives in APAC and provides support to the business on the cross-border tax structuring side.
Gwen joined the REPM business in August 2010 as a Director in the Tax department.
Prior to joining UBS, Gwen worked for Deloitte’s real estate tax team mostly on pan-European real estate funds as tax consultant in Amsterdam, the Netherlands (until 2007). After that she spent almost two years (2008–2009) at Deloitte’s office in Zurich working in their international tax team, with main focus on the financial services industry. During her time at Deloitte in the NL and CH, she gained extensive professional experience in the field of corporate income taxation, international tax planning and M&A tax especially with respect to real estate funds.

09.30 - 10.15

The future of REIFs

Technology, ESG, Brexit, tax, substance… What keeps real estate fund managers awake at night? (part II – following 2018)

10.15 - 10.35

AML – applying regulatory expectation for PE and RE in practice

AML/CTF regulation contains rules that players need to translate into their operational reality. This panel will look at some practical questions of the PE/RE industry, such as applying AML/CTF regulations to the PE/RE assets cycle.

11.20 - 12.05

Structuring a RE fund with the investor's jurisdiction in mind

Wherever you are, a Luxembourg property vehicle will allow you to invest worldwide… but small differences apply. Find out what they are.


Different approaches to risk management

There is no one way: in- or outsource risk management? Early involvement and post-deal stress testing: how to organise the process? Which reporting tools to use?

15.30 - 16.10

RE regulation and tax alert

What are the key considerations for RE fund structuring in an ever-changing regulatory and tax environment? Fund distribution is changing and so are the fund types used (open-ended). How does this influence NAV calculations? Is the expectation shifting towards short-term (re)structuring? What effect does ATAD II have?

  • Gwen Hassert

    Gwen Hassert Head of Tax Europe & APAC for Real Estate and Private Markets UBS Asset Management

  • Jean-Pierre Gomez

    Jean-Pierre Gomez Head of Regulatory & Public Affairs Société Générale Securities Services Luxembourg

16.10 - 16.55

Putting capital to work in infrastructure

  • Specific expectations from investors in infrastructure
  • Key structuring challenges of transactions in infrastructure
  • Are retail investors the future for infrastructure funds?
  • Can private funds invest in all types of infrastructure assets?