Until the event on

4 June 2019

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.
Sponsorship opportunities

Sponsorship opportunities

Our convenient sponsorship or exhibition packages are suitable for organisations of all sizes and are designed to fit every marketing objective and budget. Whichever package you choose, you receive brand-building exposure with a broad variety of fund industry professionals.

Join this unique gathering of the global fund industry with its Asset Servicers and their peers.

5 Reasons why this is an unmissable event

5 Reasons why this is an unmissable event

Network with 250+ fund industry experts coming from over 12 countries from the US, Asia and the EU. Year on year on, 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, over 7 million shareholder accounts, approx. 23 million yearly transactions and maintain over 56,000 distribution agreements

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

4 essential themes discussed at the previous edition

4 essential themes discussed at the previous edition

Market Insights
Find out if Distribution & Transfer Agency Operations will soon get disrupted or will become  a key player in the ongoing transformation of existing TA and distribution operating models

Around the world on TA & Distribution Ops
Learn from regional representatives from Asia and the USA as to their “glocal” hot topics affecting their respective fund operating models

Get a realistic perspective on today’s proposed Fintech & RegTech solutions, Distributed Ledger Technology (DLT), Robotics Process Automation and Data Management & Security applications by leading fund industry IT experts

Regulatory agenda and impacts to TA & Distribution Ops
Hear it from service delivery leaders and the Luxembourg Regulator on the practical implications of MIFID 2, PRIIPS, GDPR and other key regulations directly affecting TA and Distribution operations models

Sponsors and Partners