Daniela Klasen-Martin, Crestbridge

Daniela Klasen-Martin Daniela’s career has crossed borders and spanned the width of the financial sector. She arrived in Luxembourg in 1997 and has hold positions as Head of Finance and CEO/Managing Director, gaining strong expertise in providing corporate governance and risk management services for both UCITS and alternative Funds. Joining Crestbridge Luxembourg in 2010 as Managing Director and Country Head, she has led the firm to be one of the first third party management companies to provide services to AIFMs/AIFs, UCITS as well as VC Funds. She also acts as Director and Conducting Officer for UCITS, AIFs and AIFMs, investing in both financial and non-financial assets. Mrs Klasén-Martin contributes actively to the Fund Industry, sitting on a number of ALFI committees within risk management and fund governance and as a member of ILA (Luxembourg Institute of Directors) and of ALRiM (the Luxembourg Association for Risk Management professionals). She is frequently speaking at fund events on topics such as risk management and fund governance.

Agenda

14.00 - 14.35

Industry drivers: where is the asset management industry heading?

This panel will discuss the latest trends and industry drivers such as Brexit, FinTech, ESA review, CMU and the impact of regulatory developments.

  • Denise Voss

    Denise Voss Conducting Officer Franklin Templeton Investments


14.35 - 15.10

UCITS: 30 years and growing

UCITS came to life 30 years ago when Luxembourg transposed the directive into its national legislation in 1988. The panel will explain how UCITS became a European success story, explain how UCITS can help raise assets globally, discuss the latest developments and trends in cross-border distribution and present new – and future – distribution markets around the world.

15.40 - 16.20

Structuring: meeting the needs of multi-faceted investors

Practitioners will explain how to best structure and distribute products focusing on PE and RE and present the newest Luxembourg vehicle: the RAIF (Reserved Alternative Investment Fund).

 


16.20 - 16.55

Sustainable investing: from niche to mainstream

  • Recent developments in sustainable finance – a key topic on the European agenda
  • Retail and institutional trends: meeting investor needs
  • Integrating ESG factors in the investment process: practical approaches
  • Does sustainability help sell?
  • Opportunities SDGs can offer asset managers

Agenda

13.30 - 13.45

ALFI welcome address


13.45 - 14.00

Beyond Brexit – the future of Europe’s financial services industry


14.00 - 14.35

Industry drivers: where is the asset management industry heading?

This panel will discuss the latest trends and industry drivers such as Brexit, FinTech, ESA review, CMU and the impact of regulatory developments.

  • Denise Voss

    Denise Voss Conducting Officer Franklin Templeton Investments


14.35 - 15.10

UCITS: 30 years and growing

UCITS came to life 30 years ago when Luxembourg transposed the directive into its national legislation in 1988. The panel will explain how UCITS became a European success story, explain how UCITS can help raise assets globally, discuss the latest developments and trends in cross-border distribution and present new – and future – distribution markets around the world.

15.40 - 16.20

Structuring: meeting the needs of multi-faceted investors

Practitioners will explain how to best structure and distribute products focusing on PE and RE and present the newest Luxembourg vehicle: the RAIF (Reserved Alternative Investment Fund).

16.20 - 16.55

Sustainable investing: from niche to mainstream

  • Recent developments in sustainable finance – a key topic on the European agenda
  • Retail and institutional trends: meeting investor needs
  • Integrating ESG factors in the investment process: practical approaches
  • Does sustainability help sell?
  • Opportunities SDGs can offer asset managers

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