Steven Kapiloff, UBS Asset Management Real Estate and Private Markets

Steven Kapiloff
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?

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

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
  • Steven Kapiloff

    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