Tanja von Ehrlich-Treuenstätt, UBS

Tanja von Ehrlich-Treuenstätt Tanja von Ehrlich is Head of Wholesale for UBS Asset Management’s (UBS-AM) Real Estate & Private Markets (REPM) business. She is responsible for driving the product shelf for the wholesale channel and leading sales efforts with wholesale distribution partners globally across real estate, infrastructure, private equity and private credit solutions. Prior to joining REPM in 2021, Tanja worked for 5 years as Head of Sales & Distribution for UBS Partner, a FinTech providing market-leading investment advisory technology to private banking institutions. She was based in Zurich and San Francisco (CA) and had been with the firm since its inception. Prior to this, Tanja was a member of UBS-AM’s lead product offering committee that steers regional sales efforts across all asset classes. Before that, she worked in M&A as well as business development for financial intermediaries with UBS Global Wealth Management in Switzerland and Singapore. Before joining UBS in 2012, Tanja was a researcher within the University of Munich’s Economics department in Germany. She holds a PhD in Applied Game Theory.
09.15

Investment solutions between structural changes and market stress

International and EU investment markets are subject to constant change, and in recent years to structural shifts. With the change in monetary policy, the rise of interest rates and the shift towards respecting ESG factors, long-standing investment approaches will require adjustments, and new approaches are to be engineered. Experts in long-only and alternative asset classes will explore the changes, needs and potential solutions within the Luxembourg product structuring toolbox.


09:45

Retailisation and (semi-) liquid funds - a trend here to stay?

Many managers are looking with increasing appetite into liquid alternatives, semi-liquid funds and ELTIFs. What makes the attractiveness of these products and why are they so “trendy”? Are alternative funds and UCITS moving more closely together? Are they here to stay over the long term? The panellists will share their views and market insight.

  • Markus Pimpl

    Markus Pimpl Managing Director, Distribution Partners and Liquid Private Markets Partners Group


11.10

ESG Pt 2: SFDR and its impact on management and products

How has SFDR impacted management and investment strategies put in place by managers? What consequences has it had on fund creation and restructuring? How does the industry view any outstanding issues and challenges such as data availability?


14.00

Workshop I: How the fast-evolving tax environment could impact your funds – a practical outlook

In a comprehensive bid to combat aggressive tax planning, and striving for more tax transparency, the OECD and the EU have adopted numerous tax rules over the past few years. The pace of the changes is accelerating further with the OECD BEPS 2.0 tax rules and the related EU Directive released on 22 December 2021 which will, inter alia, introduce a global minimum level of taxation. The EU also has an ambitious tax agenda, proposing directives aiming at reinforcing substance requirements and encouraging companies to finance their investment through equity. At the same time, new jurisprudence and legislation grant the investment funds the opportunity to recover taxes in various EU Member States and third countries. Now is the right time to assess which impact these developments could have on your funds and define the actions to be undertaken to be prepared for these changes.


14.00

Workshop II: Digital finance strategy and virtual assets – Luxembourg as a place for digital innovation

Driven by investor appetite and attractive returns, the world of virtual assets is growing in importance for the investment fund industry. From the big questions (why is it crucial to embrace the transformation) to practical concerns (what investment funds can invest in virtual assets) — find out what the challenges are for market players. What role do the CSSF guidance and the EU digital finance package play? Luxembourg is getting ready for a new digitalised era while ensuring investor protection and financial stability.