Agenda

Day 1 - Tuesday 22 November Day 2 - Wednesday 23 November Download Latest Agenda
08.30 - 9.30

Registration and breakfast
08.30 - 09.30

Welcome on board!

Exclusive ALFI welcome coffee in the foyer – upon invitation only
09.30

ALFI welcome
09.35

Conference host introduction

  • Claude Niedner

    Claude Niedner Chairperson of the Alternative Investments Committee ALFI

09.40

Keynote: Economic outlook

Setting the scene – in order to establish what environment investors and managers in the field of private assets are currently operating in, this keynote will examine the economic climate on a world scale.

  • Global growth: what’s driving it and what’s slowing it down?
  • The role of inflation
  • The policy response
  • Paul Donovan

    Paul Donovan Global Chief Economist UBS Global Wealth Management

09.50

GP perspectives: translating trends into investment strategies and returns

Creating new products, adapting portfolios, adjusting financing: how GPs anticipate market developments, interest rates, inflation, FX variations, regulatory changes and more

Moderator

Panellists

  • Claus Mansfeldt

    Claus Mansfeldt Chairman and Managing Director of SwanCap, President of the LPEA

10.25

Coffee break
11.05

Family offices as private assets investors

Private family capital is larger than private equity and venture capital combined. The increasing concentration of wealth held by very wealthy families is fueling the growth of family offices around the globe. Luxembourg hosts over 100 family offices and is an attractive jurisdiction for more to come. Designed to preserve wealth for future generations, family offices offer a high degree of independence with regards to investment choices and have become a mainstream investor into private assets over the last years. Next to the returns offered by private assets, it is also the entrepreneurial DNA of family offices that attracts them to private assets and often asks for an active role to play as shareholders. What do family offices mean to Luxembourg and the private assets market? We will discuss opportunities, challenges and perspectives.

Moderator

Panellists
11.30

LP onboarding: what to expect and how to accommodate

  • Views of an asset manager raising capital through a Lux fund: LP due diligence, latest trends in investor focus (ESG and diversity, liquidity management, expenses and fees transparency, credit facilities, continuation funds, cybersecurity and data protection, staffing at GP/manager level);
  • Views of a service provider: (remote) solutions for AML, challenges and opportunities for smooth LP onboarding;
  • Status quo and legal framework around digitalisation of sub docs/e-signatures, onboarding platforms and bespoke LP needs: Luxembourg tools for bespoke co-investment, feeders, parallel funds, reporting etc. as well as the impact of retailisation on investor due diligence and onboarding (KYC)

Moderator

Panellists

  • Torsten Klär

    Torsten Klär Director, Head of Fund Structures and Onboarding, Fund Operations EQT Fund Management S.à r.l.

  • Viviane Rouarch

    Viviane Rouarch Head of Relationship Management & Business Development, Private Equity, Real Estate & Solutions Caceis

11.55

Conference host wrap-up
12.00 - 14.00

Lunch in the exhibition area
14.00

Conference host introduction

  • Claude Niedner

    Claude Niedner Chairperson of the Alternative Investments Committee ALFI

14.05

What to expect when structuring your NAV facility

Session kindly facilitated and sponsored by Allen & Overy

Financing products come in different shapes and forms throughout the lifecycle of a fund. Net asset value (NAV) facilities permit the raising of new financing backed by a fund’s portfolio of assets, in support of, among others, liquidity management, follow-on investments and beyond. The structuring options are numerous and NAV facilities can be found across asset classes and investment strategies. This panel will discuss the product landscape of NAV facilities, features across asset classes and key concepts.

 

Moderator

  • Miao Wang

    Miao Wang Counsel, Funds & Asset Management Allen & Overy

Panellists
14.50

Completing the decade: the AIFMD story

Overview of the decade gone by and the regulatory landscape ahead

  • Claude Niedner

    Claude Niedner Chairperson of the Alternative Investments Committee ALFI

15.10

Coffee break

15.50

Luxembourg for private assets: The data to back it up

Interviewer

Interviewee

  • Justina Deveikyte

    Justina Deveikyte Director, European Institutional Asset Management Research Cerulli Associates

16.10

Digital platforms for private markets investment - disruption or sustainable innovation?

Digital investment platforms are disrupting private markets, offering an alternative for institutional and individual investors seeking exposure to private equity, including venture capital and private debt, as well as real assets. What are the technologies behind this facilitated access to private asset investments? Discover some of the well-established platforms and some of the new kids on block, learn about their operating models and what led to their success, the role of partnerships with renowned fund managers, and the next development phases and ambitions for the coming years.

Moderator

Panellists
16.50

Conference host wrap-up
17.00

Cocktail kindly sponsored by KPMG