U.S. (Boston & New York) Roadshow

Agenda

Boston - Wednesday 16 October New York - Thursday 17 October Download Latest Agenda

14.00 - 15.00		Registration & Welcome coffee

15.00 - 15.10		ALFI welcome address Corinne Lamesch Chairperson ALFI

15.10 - 15.25		Message from the Luxembourg Government H.E. Pierre Gramegna Luxembourg Minister of Finance

15.25 - 15.30		Chairperson’s introduction Marc Meyers Partner Loyens & Loeff

15.30 - 16.00		Distribution in Europe and beyond Products Globalisation vs specialisation (i.e. the advantages, disadvantages and complementarity of having a global platform for international distribution vs local fund ranges specialised by market) Distribution – Where do we see trends in direct retail distribution vs institutional/intermediated distribution, differences by geographies – Platform consolidation: with all the consolidation happening in EU platforms, where do we see this going? What is the view on open architecture vs proprietary platforms from Asset Managers? – Digitalisation, Innovation: what are the trends influencing the distribution models today and with what target model in mind? Complexity KYC/AML focus increase and Distributor Due Diligence: what are the pain points and how does the industry address it? Moderator Benjamin Collette Strategy, Clients and Financial Services Industry Leader Deloitte Panellists Chris Chancellor CFA, Senior Director, Global Insights Broadridge Christoph Berenbroick Director, Cross Border Distribution Alliance Bernstein Stephen Swanson Assistant General Counsel Invesco

16.00 - 16.40		Sustainable Finance – Operational impact on the value chain Explore the end-to-end value chain and see how the emerging sustainable investment regulatory framework could impact your current practices. Investment Management Depositary Audit Governance Moderator David Suetens ALFI Board Member Panellists Rooker Price Director Arabesque Asset Management Denise Voss Chairman LuxFLAG Revel Wood Co-Founder One Group Solutions Chrystelle Veeckmans Partner KPMG

16.40 - 17.00		Coffee Break

17.00 - 17.40		The Added Value of Real Assets through Luxembourg Understand why Luxembourg is a popular jurisdiction for closed-ended illiquid RE PE Infra or debt funds. Hear how to set it up – what are the various options used by a selection of asset managers. Which considerations do you need to factor in to define your operating model Moderator Alessia Lorenti Head of Business Development Edmond de Rothschild Panellists Christopher McChesney Senior Vice President, Investor Services Brown Brothers Harriman Patricia Gudino Jonas Partner \| International Tax and Transaction Services EY Daniel Coheur Chief Strategy Officer Tokeny Steven Kapiloff Head of Legal UBS Asset Management Real Estate and Private Markets

17.40 - 18.00		EU regulatory update: practical aspects and solutions Get Switched On! All you need to know on Luxembourg/EU regulatory evolutions Market trends, regulators’ views and market players’ agenda Gilles Dusemon Partner Arendt & Medernach Hermann Beythan Partner Linklaters LLP

18.00 - 18.05		Chairperson’s wrap-up

18.05 - 20.00		Cocktail Reception in partnership with LFF

Agenda

Registration & Welcome coffee

ALFI welcome address

Message from the Luxembourg Government

Chairperson’s introduction

Distribution in Europe and beyond

Sustainable Finance – Operational impact on the value chain

Coffee Break

The Added Value of Real Assets through Luxembourg

EU regulatory update: practical aspects and solutions

Chairperson’s wrap-up

Cocktail Reception in partnership with LFF