SWITZERLAND ROADSHOW. Luxembourg: The Global Fund Centre. Grand Hotel Kempinski Geneva 28 October 2015

Transcription

1 SWITZERLAND ROADSHOW Luxembourg: The Global Fund Centre Grand Hotel Kempinski Geneva 28 October 2015 Hotel Marriott Zurich 29 October 2015

2 programme genève, 28 octobre Accueil et petit-déjeuner Discours d ouverture Marc-André Bechet, Director Legal & Tax,, ALFI Luxembourg - Un centre financier international de premier plan Tom Théobald, Deputy CEO, Luxembourg for Finance, Luxembourg Table Ronde: L industrie de la gestion d actifs à l horizon 2020 Modérateur: Lou Kiesch, Partner, Deloitte, Luxembourg Andreea Stefanescu, Executive Director, Head Institutional Clients & Real Estate, Private Labelling, GAM Investment Management (Switzerland) Ltd. Hernri Hackenberg, Managing Director, Brown Brothers Harriman, Luxembourg Sven Kasper, Senior Vice President, Director EMEA, Regulatory Industry and Government Affairs, State Street Corporation, London Pause Café Tendances actuelles dans la distribution globale de fonds d investissement Passeports européens UCITS & AIF - un état des lieux; Nouveaux passeports (ex. Asie); Rémunération des partenaires de distribution et impacts des changements réglementaires (ex. MiFID II); Solutions opérationnelles et facteurs de succès Modérateur: Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A. Herman Beythan, Partner, Linklaters LLP, Luxembourg Olivier Carré, Partner, PwC, Luxembourg Mario Geniale, CIO, Bank CIC (Schweiz) AG, Basel Daniel Häfele, CEO, Acolin Fund Services AG, Zurich Témoignage Corinne Vitte, Responsable vente Investisseurs Institutionnels, BNP Paribas Securities Services, Zurich Déjeuner

3 programme genève, 28 octobre Ateliers simultanés Lancer votre structure à Luxembourg Le b.a.-ba de la structuration de fonds d investissement Quelles sont les questions à se poser avant de se lancer dans la structuration d un fonds luxembourgeois? Modérateur: Germain Birgen, Directeur, Head of Business Development, Banque de Luxembourg Giuliano Bidoli, Director, International Tax, Alternative Investments and Private Equity, KPMG Luxembourg Kai Braun, Associé, EY, Luxembourg Laurent Fessmann, Partner, Baker & McKenzie, Luxembourg Martin Vogel, CEO, MDO Management Company S.A., Luxembourg Structuration de Fonds Privés/Gestion Patrimoniale Modérateur: Gilles Dusemon, Partner, Arendt & Mederdach, Luxembourg Timothé Fuchs, CEO, Fuchs Asset Management, Luxembourg Massimo Talia, Director, Asset Servicing Wealth Management, UBS, Geneva Stéphane Ries, Head of Institutions Desk Group Business Development, KBL European Private Bankers S.A., Luxembourg Hedge Funds & UCITS alternatifs Modérator: Gast Juncker, Partner, Elvinger, Hoss & Prussen, Luxembourg Yannick Arbaut, Counsel, Allen & Overy, Luxembourg Jean-Luc Neyens, Directeur, Banque Degroof Luxembourg S.A., Luxembourg Serge Weyland, Head of Financial Institutions, Banque Internationale à Luxembourg S.A., Luxembourg Dirk Wieringa, Alternative Investment Advisor, Credit Suisse Asset Management, Zurich Table Ronde: Les principaux aspects des investissements durables & responsables Modérateur: Annemarie Arens, General Manager, LuxFlag S.A. Luxembourg Joëlle Hauser, Partner, Clifford Chance, Luxembourg Veronika Giusti Keller, Head of Credit Risk Management, BlueOrchard Finance S.A., Geneva Guillaume Bonnel, Impact Investing Advisor, Lombard Odier, Geneve Jacques Grivel, CEO, Fundo S.A., Lausanne Pause café et fin de l évènement

4 programmm zurich, 29 Oktober Ankunft der Teilnehmer und Anmeldung Begrüßung & Einführung Marc-André Bechet, Director Legal & Tax, ALFI Luxemburg - Ein führendes internationales Finanzzentrum Tom Théobald, Deputy CEO, Luxembourg for Finance, Luxembourg Diskussionsrunde: Vermögensverwaltung - Ausblick 2020 Moderator: Lou Kiesch, Partner, Deloitte, Luxembourg Michael Kehl, Managing Director, UBS AG, Global Asset Management, Zurich Sven Kasper, Senior Vice President, Director EMEA, Regulatory Industry and Government Affairs, State Street Corporation, London Hernri Hackenberg, Managing Director, Brown Brothers Harriman, Luxembourg Dominik Rutishauser, Executive Director, Head Business Development Private Labelling, GAM Investment Management (Switzerland) Ltd Kaffeepause Aktuelle Markttrends für den globalen Vertrieb Europäischer Pass- OGAW & AIF - ein Überblick Neue Pässe (z. Asien) Vergütung von Vertriebspartnern und Auswirkungen regulatorischer Änderungen (ex. MiFID II) Operative Lösungen und Erfolgsfaktoren Moderator: Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A. Herman Beythan, Partner, Linklaters LLP, Luxembourg Olivier Carré, Partner, PwC, Luxembourg Daniel Häfele, CEO, Acolin Fund Services AG, Zurich Julien Zimmer, General Manager, Investment Funds, DZ Privatbank S.A., Luxemburg Testimonial Garrick Smith, Director General, BNP Paribas Securities Services, Zurich Stehbüffet

5 programmm zurich, 29 Oktober Parallel stattfindende Workshops Das 1x1 der Fondsstrukturierung Welche Fragen soll man sich stellen bei der Planung und Strukturierung eines luxemburgischen Investmentfonds? Moderator: Germain Birgen, Directeur, Head of Business Development, Banque de Luxembourg Kai Braun, Partner, EY, Luxembourg Giuliano Bidoli, Director, International Tax, Alternative Investments and Private Equity, KPMG Luxembourg Martin Vogel, CEO, MDO Management Company S.A., Luxembourg Strukturierung Private Funds/Wealth Management Moderator: Gilles Dusemon, Partner, Arendt & Mederdach, Luxembourg Timothé Fuchs, CEO, Fuchs Asset Management, Luxembourg Dr. Jörg Kopp, Director, Wealth Management, Rothschild Bank, Zurich Stefan Flachsmann, Managing Director, Head Asset Servicing Wealth Management, UBS Fund Management (Luxembourg) S.A., Luxemburg Herholdt Albrecht, Product Management Private Funds & Offering Management, Bank Julius Baer & Co, KG, Zurich Hedge Fonds & Alternative UCITS Moderator: Gast Juncker, Partner, Elvinger, Hoss & Prussen, Luxembourg Arne Bolch, Counsel, Allen & Overy, Luxembourg John Pauly, Member of the Executive Board, Director Fund Services, Banque Degroof Luxembourg S.A. Serge Weyland, Head of Financial Institutions, Banque Internationale à Luxembourg S.A., Luxembourg Dirk Wieringa, Alternative Investment Advisor, Credit Suisse Asset Management, Zurich Diskussionsrunde: Nachhaltige Geld und Kapitalanlagen Moderator: Annemarie Arens, General Manager, LuxFlag S.A. Luxembourg Joëlle Hauser, Partner, Clifford Chance, Luxembourg Sabine Döbli, CEO, Swiss Sustainable Finance, Zurich Rochus Mommartz, Member of the Management Board, responsability Investments AG, Zurich Dr. René Nicolodi, Zürcher Kantonalbank, Head of Equities & Themes, Asset Management, Zurich Kaffee und Ende der Veranstaltung

6 sponsors ab roadshow / 15 geneva, zurich