David Louis, Charles Russell Speechlys Luxembourg

David Louis David is the head of the firm’s Luxembourg office. David is the head of the Investment Management and Funds group of the Luxembourg Office. David's practice covers all areas of investment funds (UCITS and AIF/M), including fund formation and investments and regulatory compliance. He specialises in alternative investment funds. David is an active member of the ALFI (Association Luxembourgeoise des Fonds d'Investissement) notably at the level of the AIFMD, Private Equity, Real Estate and Socially Responsible Investment committees. He is the co-chair of the equity crowd funding and peer to peer committee. He has over fifteen years of acute legal expertise in this field acquired in international law firms based in Luxembourg. David is a member of the Luxembourg Bar and co-chair of the American Bar Association Subcommittee on Private Equity and Venture Capital Funds. David is quoted in several professional directories including Legal 500 and Chambers. David is a regular speaker at international conferences and seminars. David speaks French, English and Spanish.

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.


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).

 

  • David Louis

    David Louis Partner, Head of IMF Charles Russell Speechlys Luxembourg


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.


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).
  • David Louis

    David Louis Partner, Head of IMF Charles Russell Speechlys Luxembourg


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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