Fanny Sergent, PwC
Fanny is Deputy leader of the Luxembourg Asset & Wealth Management team.
With more than 22 years of experience, her primary focus lies on auditing investment funds, including both traditional and alternative funds. Her clients are large asset managers located in the EU, US and LaTam.
She is also in charge of business development in Latin America. 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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