Overview

Europe has embarked on a very ambitious and comprehensive strategy for financing the transition to a sustainable economy. Asset managers and mutual funds marketed to European investors fall in the scope of the Sustainable Finance Disclosure Regulation (SFDR) and Taxonomy Regulation. Our experts will discuss

  • Key milestones in 2022
  • Impact on the fund legal documentation
  • Organisational requirements for asset managers and management companies
  • Likely impact on annual reports from 1 January 2022
  • ESG data exchange between asset managers and distributors: is the European ESG template (EET) the solution?
  • Draft SFDR templates and draft RTS on taxonomy-aligned disclosures

Register now for free

 

Speakers

Bechet,Marc-André
Marc-André Bechet, Deputy Director General, ALFI

Marc-André Bechet is Deputy Director General of ALFI, the Association of the Luxembourg Fund Industry. He joined the association in September 2014. Before joining ALFI, Marc-André Bechet was Head of the Investment Funds Services at Banque Degroof Luxembourg, responsible for fund administration and custody. He was also a member of Banque Degroof’s Management Board. Prior to joining Banque Degroof, Marc-André Bechet worked for 18 years at RBC Investor Services Bank S.A. in Luxembourg, where he held various senior positions including Head of Custody and Network Management, and Head of Business Development and Relationship Management, Legal and Compliance. Mr. Bechet holds a Master’s degree in Business Administration from the University of Ottawa (Canada) and a Master’s degree in Finance from the French business school ESCP in Paris. He speaks English, French, German and Luxembourgish.

Voss,Denise
Denise Voss, Chairman, LuxFLAG

Denise Voss is a former Chairman of ALFI, the Association of the Luxembourg Fund Industry. Denise has worked in the financial industry in Luxembourg since 1990, at Franklin Templeton since 1995, and is currently a member of the board of Franklin Templeton’s Luxembourg-based management company. Prior to Franklin Templeton she worked for 10 years at Coopers & Lybrand in Boston, USA and Luxembourg. Denise holds a Massachusetts C.P.A. license and obtained a bachelors degree from Tufts University, as well as a masters degree in accountancy from Bentley University.

Denise is also Chairwoman of LuxFLAG, an independent agency created in Luxembourg in 2006 to support the financing of sustainable development, by providing clarity for investors through awarding internationally recognised labels to eligible investment vehicles. LuxFLAG also supports a strong network of Associate Members and key partners and regularly shares information on new developments in sustainable finance.

Dogniez,Nathalie
Nathalie Dogniez, Partner, PwC

Nathalie Dogniez is a Partner at PwC Luxembourg where she leads the ESG Team of the European AWM practice. She has been servicing the asset management industry since 1989 and has developed regulatory expertise over topics such as UCITS, AIFMD and Money Market Funds Regulation as well as on ESG matters.

She is involved in the Luxembourg Fund Association (“ALFI”), contributing to many working groups including the regulatory board and (co)‑chaining working groups such as UCITS eligible assets, AIFMD reporting and MMF Regulation. She is also member of the European Asset Management association (“EFAMA”) Standing Committee on Stewardship, Market Integrity, and ESG. She is a member of the
ESG eligibility committee of Luxflag (the Luxembourg Fund Labelling Agency).

She is a regular speaker at Asset Management conferences, on regulatory, compliance, governance and responsible investing matters. 

Ratzmann,Anika
Anika Ratzmann, Conducting Officer/Head of Legal & Compliance, Crestbridge
Göricke,Thomas
Thomas Göricke, Counsel, Elvinger Hoss

Thomas Göricke is a Counsel with Elvinger Hoss where he focuses on collective asset management and investment funds, advising clients (including management companies and AIFMs) on the set-up and structuring of their Luxembourg investment fund operations as well as on regulatory matters, with a particular focus on sustainable finance. He is part of the firm’s ESG task force and actively participates in various fund association working groups on ESG.