until super early bird rate expires on

5 April 2019

SAVE THE DATE for the 2019 edition of the ALFI TA & Distribution Operations Forum – the annual meeting of the leading TA and Distribution Operations community, bringing together asset servicers, global transfer agents and distribution operations service providers. The 2017 edition attracted more than 250 participants.

Join us on 4 June 2019 in Luxembourg

Book by 14 December 2018 and access the event at a saving of EUR 150.


Speakers 2017

Keith Hale FinTech Investor, NED and Advisor
Caroline Higgins Chair of ALFI TA & Distribution Forum Asia Northern Trust
Junaed Kabir Managing Partner Junaed Kabir and Associates
Rafal Kwasny Vice President, EMEA TA Head Franklin Templeton International Services
Hugo Larguinho Brás Director, PwC & co-Chairman ALFI TA & Distribution Operations Forum and Steering Committee PwC
Richard Marshall Head of Product FundRock Management Company S.A.
Jean-Benoît Naudin Managing Director International Financial Data Services Luxembourg S.A. (IFDS)
Matthew Newnham Head of Business Development MFEX Mutual Funds Exchange
Olivier Portenseigne Managing Director and Chief Commercial Officer Fundsquare S.A.
Andrew Keith Walker Writer , Serial Entrepreneur
Dariush Yazdani Partner PwC
Nasir Zubairi CEO Luxembourg House of Fintech (LHoFT)
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