alfi global distribution conference

Transcription

1 programme day 1 AIFMD distribution UCITS alfi global distribution conference in association with tuesday 18th september 2012

2 programme day 1 - tuesday 18th september 2012 a.m Registration & breakfast Welcome & introduction Theresa Hamacher, CFA, President, NICSA, Boston Sally Wong, Chief Executive Officer, Hong Kong Investment Funds Association, Hong Kong Marc Saluzzi, Chairman, ALFI, Luxembourg Chairperson s introduction Thomas Seale, Chief Executive Officer, European Fund Administration, Luxembourg Opening speech H.E. Luc Frieden, Minister of Finance, Luxembourg Government It s not about the money David Schrieberg, Chief Executive Officer and Co-Founder, VitalBriefing, Luxembourg Letter from America William Lee, Managing Director/Office of the Global Chief Economist, Citi, New York Refreshment break and visit of the exhibition area The fund industry confronted with the regulatory challenge Eddy Wymeersch, Professor, University of Gent, Belgium and former CESR Chairman A new dawn for distribution The impact of regulation on distributor remuneration and business models Diana MacKay, Chief Executive Officer, MacKay Williams, London Chairperson s wrap up Lunch hosted by

3 programme day 1 - tuesday 18th september 2012 p.m Chairperson s introduction Bob Kneip, Chief Executive Officer, Kneip, Luxembourg Upcoming opportunities in the African capital markets Moderator: Fernand Grulms, CEO Luxembourg for Finance Panelists: Said Ibrahimi, CEO, Moroccan Financial Board, Casablanca Reda El Alj, Managing Director, RMA Capital, Casablanca The Asian opportunity where do we stand and what can we expect? Moderator: Justin Ong, Partner, PwC, Luxembourg Panelists: Angelyn Lim, Partner, Dechert, Hong Kong Sally Wong, Chief Executive Officer, Hong Kong Investment Funds Association, Hong Kong Neil Longmuir, Global Head of Product, Investment Fund Services, Standard Chartered Bank, Singapore Colin Lunn, Head of Fund Services Asia-Pacific, UBS Global Asset Management, Hong Kong Mostapha Tahiri, Head of Asset and Fund Services Asia, BNP Paribas Securities Services, Singapore Refreshment break and visit of the exhibition area East moving West The Chinese dimension Moderator: Michael Ferguson, Partner, Asset Management Leader, Ernst & Young, Luxembourg Panelists: Dr Qi Chen, CEFA, Head of Fund and Risk Controlling, Commerz Funds Solutions S.A., Luxembourg Jin Wang, Managing Director, CSOP Asset Management Ltd., Hong Kong Michael Wong, Senior Associate, Allen & Overy, Hong Kong Skype: a recipe for success in a fast paced and constantly evolving industry Neil Ward, Vice President and General Manager, Business Operations, Skype Communications S.à r.l., Luxembourg Chairperson s wrap up Cocktail reception at the Hotel Melia sponsored by

4 programme day 2 AIFMD distribution UCITS alfi global distribution conference in association with wednesday 19th september 2012

5 programme day 2 - wednesday 19th september 2012 a.m Registration & breakfast Chairperson s introduction Julien Zimmer, General Manager Investment Funds, DZ Privatbank S.A., Luxembourg Addressing investor protection Jean-Baptiste de Franssu, Chairman, INCIPIT, Brussels Commission s proposal on cross-cutting product disclosures Tilman Lueder, Head of Unit, Asset Management, European Commission, Brussels Deep dive into distribution - The follow-up Moderator: Lou Kiesch, Partner Regulatory Consulting, Deloitte Tax & Consulting, Luxembourg Panelists: Sheenagh Gordon-Hart, Client and Industry Research Executive, J.P. Morgan Worldwide, London Noel Fessey, Global Head of Fund Services, Schroder Investment Management (Luxembourg) S.A., Luxembourg Rob Lay, Managing Director, Head of Distribution Partners Europe and Middle East, UBS Global Asset Management, London Tilman Lueder, Head of Unit, Asset Management, European Commission, Brussels Refreshment break and visit of the exhibition area Governance trends in the European financial services sector and implications for the asset management industry Professor Dr. J.W. Winter, De Brauw Blackstone Westbroek N.V., Amsterdam Interview Governance imperatives for funds and asset managers Where are we and where should we be going? Interviewees: Jean Guill, Director General, Commission de Surveillance du Secteur Financier, Luxembourg Professor Dr. J.W. Winter, De Brauw Blackstone Westbroek N.V., Amsterdam Interviewer: Rafik Fischer, General Manager, Head of Global Investor Services, KBL European Private Bankers, Luxembourg AIFM Directive - is all of this reasonable? Jacques Elvinger, Partner, Elvinger Hoss & Prussen, Luxembourg Chairperson s wrap up Lunch hosted by

6 programme day 2 - wednesday 19th september 2012 p.m Chairperson s introduction Serge Krancenblum, Chief Executive Officer, SGG S.A., Luxembourg New Media in Financial Services Tony Langham, Chief Executive, Lansons Communications, London Trends in Global Distribution Nils Johnson, Director, Spence Johnson, London Refreshment break and visit of the exhibition area Investment funds in the tax debate: active participants or passive ones? Keith O Donnell, Partner, Atoz, Luxembourg Gérard Laures, Partner, Tax, Financial Services, KPMG, Luxembourg UCITS V, only a concern for the depositories? Freddy Brausch, Partner, Linklaters LLP, Luxembourg AIFM Directive passport or private placement: what is the best option? Moderator: Claude Niedner, Partner, Arendt & Medernach, Luxembourg Panelists: Natasha Cazenave, Head of the Asset Management Regulation Policy Division, Autorité des Marchés Financiers, Paris Joanna Cound, Managing Director, Government Affairs & Public Policy, BlackRock, London Stefan Gavell, Head of Regulatory, Industry and Government Affairs, State Street Bank, Luxembourg Felix Haldner, Partner, Member of the Executive Board, Head Investment Structures, Partners Group A.G., Baar-Zug Chairperson s closing remarks