
Chris manages strategic growth initiatives and business operations for AB’s global fund distribution platform. He provides leadership in new market expansion, third-party distribution arrangements, regulatory implementations, process improvements, and product enhancements. Chris joined AB in 2005. Prior to joining AB, Chris worked at the Open Society Institute, a New York-based philanthropic organization, where he specialized in the development of process-driven web applications. Chris earned a B.A. in French from Bates College and an M.B.A. from Fordham University. He is based in the New York office of AB.
15.30 - 16.00 |
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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?
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16.00 - 16.40 |
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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
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17.00 - 17.40 |
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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
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17.40 - 18.00 |
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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
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