Welcome address by ALFI
Welcome address by Ambassador
Solutions and opportunities for GPs and LPs in the alternative and traditional Luxembourg fund industry ( panel in Italian)
Two leading experts from Adepa and EY respectively will set the scene with a keynote on the Luxembourg tool box.
Best practices and guidance on setting up a fund in Luxembourg
This session will in a nutshell describe practical experience pertaining to the establishment of regulated and unregulated investment funds in Luxembourg. This will include mutual funds as well as alternative investment funds (SIF, RAIF, non-product SCS / SCSp. Having practiced fund set-up in Luxembourg as a lawyer for almost 20 years, the speaker will provide insight into the Luxembourg market practices (CSSF / service providers / outsourcing) and point out pitfalls that may impair or slow down the set-up process. The latter should be an easy process – you will be informed on how this can be achieved in Luxembourg.
Sustainability: the practical angle of managing and distributing an Article 8 or 9 fund going forward
This panel will tackle where we stand after the SFDR implementation, diving into the EU Taxonomy and the SFDR RTS and providing perspectives going forward. The discussion will also turn around the action plan for distributors and advisors with the implementation of MiFID and how to communicate with end investors while matching target markets and suitability. SFDR RTS imposes standardized disclosure and greater accountability for products classified article 8 and 9 also with regards to the objectives of climate change mitigation and adaptation outlined in the Taxonomy regulation. In this context, the growth of instruments such as green bonds to finance green investments or even sustainability-linked bonds appears relentless.
Retailisation and institutional investors' appetite for private assets: state of play of ELTIFs based on experience, and regulatory outlook
The ELTIF – European Long Term Investment Fund – is the most recent add-on label to European alternatives available to institutional and retail investors, aimed in particular at matching demand for long-term funding with multi-year investment objectives within a regulated framework, offering access to a wide range of asset classes and supporting the development of European SMEs and infrastructure.
What are the keys to a successful distribution in Italy and beyond? (panel in Italian)
Is Luxembourg the right place to establish funds? Which advantages would there be?
Closing remarks & cocktail reception