The ALFI TA & Distribution Operations Forum the annual meeting of the leading TA and Distribution Operations community, bringing together global transfer agents, distributors and fund service providers is only a few days away.

Changing expectations

With a new generation of consumers, there are changing expectations out there. The fund industry must meet new demands. During the conference sessions, millennials’ preferred products and investment channels will be subject to the scrutiny of our experts.

FinTech and process automation play a huge role in this. Operating models are in a transformation phase and transfer agency is evolving. Before this backdrop, what will determine success? Find out what TA and distribution professionals in Luxembourg have identified as the drivers.

Changing regulations

The impact of legal and regulatory developments on TA and distribution operations is paramount, and there is continuous movement in this area. Luxembourg has recently passed its law on distributed ledger technology (DLT). What does this mean − what tools are at a transfer agent’s disposal? What does state-of-the-art handling of AML/KYC look like? Are you up to speed regarding the new register of beneficial owners, and what role does communication play in your AML/KYC efforts? The impact of GDPR on TA operations will also be examined.

A separate session will look at the industry trends around costs, fees and charges.

Join the ALFI TA & Distribution Operations Forum to get a topical overview of transfer agency and distribution operations. Find out what the hot topics are this summer when the experts present recent surveys as well as the activity of the ALFI TADO Working Group.

Confirmed speakers include

David Hagen Head of IT Supervision and Support PFS Commission de Surveillance du Secteur Financier, (CSSF)
Keith Hale FinTech Investor, NED and Advisor
Gast Juncker Partner Elvinger Hoss Prussen
Junaed Kabir Managing Partner J. Kabir and Associates
Rafal Kwasny Vice President, EMEA TA Head Franklin Templeton International Services
Hugo Larguinho Brás Partner Reply
Richard Marshall Head of Product and Network FundRock Management Company S.A.
Catherine Martougin Partner Baker & McKenzie Luxembourg
Matthew Newnham Managing Director MFEX Mutual Funds Exchange
Isabelle Scherf Global Head of Financial Crime Compliance Fidelity International
Prof. (hon.) Jean-Louis Schiltz Senior Partner Schiltz & Schiltz S.A.

5 Reasons why this is an unmissable event

  • Network with 230+ fund industry experts. 50% of conference participants are newcomers, which testifies that TA and Distribution Operations certainly remain appealing topics
  • Listen to high-level speakers representing the global TA and Distribution Operations community
  • Meet the Asset Servicers who administer and process a global reach of Luxembourg-domiciled  investment funds, covering 70+ countries of distribution
  • All subject matters discussed during the conference are timely, where conference organisers aim to provide participants with the maximum of thought provoking insights on today’s fund operations model
  • Engage with the ALFI’s unique community, representing the largest global fund administration centre for investment funds

Sponsors and Partners