ALFI GLOBAL DISTRIBUTION CONFERENCE. A world of opportunities for investors Philharmonie, Luxembourg 15 & 16 September 2015

Transcription

1 50 FREE TICKETS for international asset managers ALFI GLOBAL DISTRIBUTION CONFERENCE A world of opportunities for investors Philharmonie, Luxembourg 15 & 16 September 2015 in association with

2 Join the ALFI Global Distribution conference! The number one autumn gathering of leading fund industry professionals 50 FREE TICKETS for international asset managers ALFI is offering 50 free tickets to Asset Managers and institutional investors who are not based in Luxembourg. Come and join us! NEW FinTech Corner New opportunity for participants to discover the most promising innovations in financial technology in 10x5 minutes. Institutional Investors Afternoon What do investors want? Pension funds, insurance companies, wealth managers: the 2nd afternoon of the conference is fully dedicated to hearing what investors have to say.

3 Day 1 - programme am - tuesday, 15 september Registration & breakfast Welcome Denise Voss, Chairman of the Association of the Luxembourg Fund Industry Chairperson s introduction Freddy Brausch, Partner, Linklaters LLP, Luxembourg A view from around the world: a high-level discussion by representatives of EFAMA, NICSA, HKIFA, Anbima and ALFI on trends, opportunities and challenges for the international asset management industry and, of course, the investor. A set-the-scene for the entire conference! Moderator: Denise Voss, Chairman of the Association of the Luxembourg Fund Industry Sally Wong, CEO, Hong Kong Investment Funds Association (HKIFA), Hong Kong José Carlos H. Doherty, Chief Executive Officer, Brazilian Financial and Capital Markets Association, Brazil Alexander Schindler, Member of the Executive Board, Union Asset Management Holding AG, Frankfurt Economic realities and market strategies: Marc Chandler, Senior Vice President, Global Head of Markets Strategy, Brown Brothers Harriman, New York identifies key political and economic events to consider when investing Refreshment break and visit of the exhibition area Capital Markets Union, on the verge of a new era: Will the European Commission s top priority really enhance the free flow of capital in Europe and increase the role that market-based finance plays in intermediating capital to European companies, projects and governments? Moderator: Jonathan P. Griffin, Managing Director, J.P. Morgan Asset Management (Europe) S.à r.l., Luxembourg Stéphane Giordano, Regulatory Strategy - Senior Adviser Societe Generale Global Banking and Investor Solutions, Paris Claude Niedner, Partner, Arendt & Medernach S.A., Luxembourg Geoff Radcliffe, Managing Director, BlackRock Luxembourg S.A., Luxembourg The Government s vision for the development of the Fintech sector in Luxembourg by H.E. Pierre Gramegna, Minister of Finance, Luxembourg Chairperson s wrap up Lunch hosted by FinTech speed presentations (close to the terrace)

4 Day 1 - programme pm - tuesday, 15 september Chairperson s introduction Gast Juncker, Partner, Elvinger, Hoss & Prussen, Luxembourg Doing business in China: learn from the salesman: Mathias Lentz, Global Export Manager, Brasserie Nationale Bofferding S.A., Luxembourg, who knows how to be successful in China. A stimulating out-ofthe-box presentation! China, Hong-Kong, Taiwan the promised lands for fund distributors? Which investment funds are hip, which ones leave investors cold? In light of local passporting initiatives, what is the likely impact on the rest of Asia and the implications for UCITS? Which distribution channels and strategies are rewarding, which ones risk to be bottomless pits? Moderator: Michael Ferguson, Partner, Asset Management Leader, EY, Luxembourg Michael Chow, Managing Director, Head of International Business, Fullgoal Asset Management (HK) Ltd., Hong Kong Peng Wah Choy, Vice Chairman-Board of Directors, CEO, Harvest Global Investments Limited, Hong Kong Dr. Gian Luigi Costanzo, Senior Adviser, China Universal Asset Management, Hong Kong Chris Edge, Managing Director, HSBC Bank plc, Luxembourg Branch, Luxembourg Refreshment break and visit of the exhibition area Brazil s fund market opens its gates: recent regulatory changes make international funds more easily accessible to local investors. How can asset managers capitalize on these changes? What are the prospects for an even further opening-up of this huge investment fund market? Moderator: Jefferson L. Matias Oliveira, Investment Management & Capital Markets Lead Director, PwC, Luxembourg Andrea Cattaneo, Head of Brazil, BNP Paribas Securities Services, São Paulo José Carlos H. Doherty, Chief Executive Officer, Brazilian Financial and Capital Markets Association, Brazil Carlos Massaru Takahashi, CEO, BB DTVM, São Paulo Digitalising today s distribution success: the trend seems irreversible - the marketing and distribution of products and services is increasingly digital. Can fund industry players and platforms keep pace with this rapid evolution? How can we make our proven traditional distribution models fit for the digital age? Moderator: Martin F. Dobbins, Managing Director & Country Head Luxembourg, State Street Bank Luxembourg S.C.A., Luxembourg Kristina Danielson, Head of Global Client Portal Distribution, UBS Global Asset Management, Zurich Nicolas Buck, CEO, Seqvoia S.A., Luxembourg Olivier Portenseigne, Chief Commercial Officer, Fundsquare S.A., Luxembourg Michael Weber, Vice President - Head of Mutual Fund Distribution Operations, Allianz Global Investors GmbH, Frankfurt Chairperson s wrap up Cocktail hosted by

5 Day 2 - programme am - wednesday, 16 september Registration & breakfast Chairperson s introduction Noel Fessey, Global Head of Fund Services, Schroders, Luxembourg Taking the long view: prospects for markets and the global economy in 2016 and beyond. Stephanie Flanders, Chief Market Strategist for Europe, J.P. Morgan Asset Management, London After the regulatory wave: back to business? Many fund industry professionals feel that the rampant post-crisis regulatory activity has passed its peak and that the time is right to concentrate on business expansion. A fallacy? Regulators from the UK, France, Ireland and Luxembourg reveal and discuss what is still in the pipeline. Moderator: Sheila Nicoll, Head of Public Policy, Schroders, London Martina Kelly, Deputy Head of Markets Policy Division, Central Bank of Ireland, Dublin Esther Wandel, Manager, Investment Funds Team, Financial Conduct Authority (FCA), London Matthieu Lucchesi, Deputy Head of the Asset Management Regulation Division, Autorité des Marchés Financiers (AMF), Paris Jean-Marc Goy, Counsel for International Affairs, Commission de Surveillance du Secteur Financier, Luxembourg Refreshment break and visit of the exhibition area How to keep a cool head in the midst of the current tax turmoil: BEPS, FATCA, EOI what do these acronyms stand for and how will they impact the fund industry and its clients? CIO interview Frederic Batardy, Tax Directorate, Ministry of Finance, Luxembourg Raymond Krawczykowski, Partner and Tax Leader, Deloitte, Luxembourg Keith O Donnell, Managing Partner, Atoz S.A., Luxembourg Anne Richards, CIO, Aberdeen Asset Management, Edinburgh Interviewer: David Ricketts, Associate Editor, Ignites Europe, London Chairperson s wrap up Lunch hosted by FinTech speed presentations (close to the terrace)

6 Institutional Investors afternoon Day 2 - programme pm - wednesday, 16 september Chairperson s introduction Thomas Seale, CEO, European Fund Administration S.A. (EFA), Luxembourg Wealth Management panel Ready for take-off Are the current low interest rates and investors growing risk aversion paving the way for investment funds in modern wealth management? Moderator: Pierre Etienne, Managing Director, Pictet & Cie (Europe), Luxembourg Kristel Cools, Group Head of Asset Management, Richelieu Investment Funds, Kredietrust Luxembourg S.A. Nanette Hechler-Fayd-Herbe, Head of Investment Strategy, Private Banking & Wealth Management, Credit Suisse, Zurich Gavin Rankin, Head of Managed Investments, EMEA, Citi, London Refreshment break and visit of the exhibition area Pension Fund panel Insurance panel Foreign investments of Pension funds : which opportunities for Luxembourg? Dariush Yazdani, Partner, PwC, Luxembourg Time to retire the pension? The future of long term savings and the role of investment managers Moderator: Chrystelle Veeckmans, Chairman of the Association of Luxembourg Pension Funds and Chairman of KPMG Luxembourg Pension Fund Silke Bernard, Counsel, Linklaters LLP, Luxembourg and Co-Chair of the ALFI Pensions & Long Term Savings Committee Herve Noël, Head of Dept Employee Benefits, HR Group ENGIE (previously GDFSUEZ) and Vice-Chairman at Belgian Association of Pension Institutions José Veiga Sarmento, Chairman, Portuguese Mutual and Pensions Funds, Lisbon René van Leggelo, Product Manager, International Retirement, Amundi Asset Management, Paris New regulations and provisions impacting the insurers use of investment funds underlying assets in life insurance : new CAA circular 15/3 - new provisions derived from Solvency 2 Moderator: Marc Hengen, CEO, Association des Compagnies d Assurances et de Réassurances du Grand-Duché de Luxembourg Laurent Bouchet, Head of Product Development, European Fund Administration S.A., Luxembourg Olav Jones, Deputy Director General, Insurance Europe, Brussels Ghislain Périssé, Head of Solvency II Business and Services development, AXA Investment Managers Paris, Paris la Défense Fabrice Sauvignon, CEO, La Mondiale Europartner, Luxembourg Chairperson s wrap up

7 sponsors alfi association of the luxembourg fund industry 12, rue Erasme L Luxembourg Tel: Fax: