Alessia Lorenti, Edmond de Rothschild Asset Management
Alessia Lorenti (Italian & English) is a member of the Executive Committee of Edmond de Rothschild Asset Management (Luxembourg) S.A., and acts as Head of Business Development. Alessia joined EdRAM in May 2018. Prior to joining EdRAML, Alessia spent three years at Banque Internationale à Luxembourg (BIL) where she was in charge of the non-bank Financial Institutions client coverage. Before this, Alessia worked for CACEIS in Luxembourg for over 15 years, where she managed the business development and relationship management team covering North American & UK asset managers, following previous roles as Deputy Head of Sales Monitoring & Support, Business & Strategic Development Manager, and Sales and Relationship Manager. Alessia started her career at Crédit Agricole Indosuez in Paris in 1998 and holds a BA degree in French with Management from King’s College London. Alessia is member of the ALFI REIF steering committee, as well as co-chair of the REIF Media & Publications and REIF Events working groups. In addition, Alessia is an active member of the British Chamber of Commerce for Luxembourg Financial Services Group.
Agenda
| 11.20 | Why is Luxembourg and Spain interconnected in your international expansion journey? (in Spanish)Two successful asset managers will give testimony of their respective experience using Luxembourg as an international hub. The panellists will share their view from the investors’ perspective, covering distribution and investors preference aspects, as well as the portfolio management perspective (i.e. asset allocation, regulatory, political and tax environment, innovation). The discussion will also encompass the experience built with Latin America investors using Luxembourg and the cultural and business challenges of cross-border operations in markets. |
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| 11.50 | What does a successful fund look like?Learn from leading Luxembourgish and Spanish asset managers and industry professionals about their respective experience on what a successful fund looks like. The panellists will share their views on targeted investors, distribution strategies, potential pitfalls, legal structures, operating models, retailisation of private assets as well as provide insights on future developments.
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| 13.00 | How to make your fund ESG compliant?From the SFDR Level II to the Taxonomy regulation, the sustainability preferences or local ESG rules, “ESG compliance” is becoming more and more challenging. Learn from leading UCITS and alternative Spanish asset managers with international operations about both their respective experience and journey implementing ESG investing strategies in the context of fast evolving rules and investors’ expectations. |
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| 13.40 | The expansion of Spanish AIFMs |
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