Alessia Lorenti, Edmond de Rothschild

Alessia Lorenti

Alessia Lorenti joined Edmond de Rothschild in 2018. She has 20 years of experience in investment funds and institutional management.
She started her career in 1998 at Crédit Agricole Indosuez  in Paris. She then went on to work for Caceis Bank Luxembourg, where she held a number of different positions over 15 years, including head of the sales & relationship management team responsible for institutional fund management clients based in the US and the UK.
Alessia joined BIL in 2015, where she was in charge of business development for non-banking financial institutions (management companies, private equity funds, real estate and debt, insurers and regulated fintech).
Alessia is also active in several organizations on the financial market, as a member of ALFI working groups and the BCCL financial services group (British Chamber of Commerce for Luxembourg).

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

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