Luxembourg: The Global Fund Centre

Transcription

1 roadshow sept.-oct. oktober 2014 : The Global Fund Centre geneva, september 30th, 2014 zurich, zürich,1. october oktober 1st, 2014

2 welcome Dear fund industry professional, The world of asset management is moving fast. The AIFM Directive has already entered into force more than one year ago, and the drawing up of UCITS V and VI regulations is making rapid progress. It is high time, therefore, to exchange first experiences with the new environment for alternative investment funds and to attempt an outlook on what the new regulatory framework might bring in the years to come. That s what we plan to do, together with you, at our roadshows in Geneva and Zurich to which I would like to cordially invite you on behalf of the Association of the Fund Industry ALFI. Geneva - 30 September 2014 (seminar held in french) Grand Hotel Kempinski Quai du Mont-Blanc 19, 1201 Zurich - 1 October 2014 (seminar held in english) Hotel Marriott Neumuehlequai 42, 8006 At our seminars, we also offer you a series of parallel workshops dealing with the structuring of private funds, corporate governance and risk management, trends in cross-border distribution under the Swiss perspective and the structuring of non-traditional funds. Experienced asset managers and well acknowledged lawyers, consultants and tax experts will share their knowledge with you and be at your disposal for questions and discussions. The lunch will provide you with ample opportunity to make contacts in an informal atmosphere and to deepen the topics you are most interested in. The seminar is free of charge. A detailed program is enclosed. We hope you will consider attending our seminar and forward our invitation to colleagues you believe would be interested to participate. Please confirm your participation by registering online in the events section of the ALFI website We look forward to welcoming you. Sincerely, Camille Thommes, Director General, ALFI

3 programme matin Genève - seminaire présenté en français Accueil et petit-déjeuner Discours d ouverture H.E. Mr. Marc Thill, Ambassadeur du Grand Dûché de en Suisse Camille Thommes, Director General, ALFI Table Ronde: L industrie de la gestion d actifs en 2015 et au-delà Moderateur: Marc Saluzzi, Chairman, ALFI Alexandre Meyer, General Counsel, Lombard Odier Asset Management (Switzerland) S.A., Geneva Pause café AIFMD: Premières expériences pratiques Moderateur: Gilbert Schintgen, CEO, UBS Fund Management () S.A., Olivier Carré, Partner, PwC, Sébastien Danloy, CEO, RBC Investor Services Bank S.A., Jean-Paul Gennari, CEO, Credit Fund Services () S.A., Claude Niedner, Partner, Arendt & Medernach, UCITS V & VI: Nouveaux développements Moderateur: Charles Muller, Partner, KPMG, Hermann Beythan, Partner, Linklaters LLP, Philippe Burgener, Counsel, Elvinger, Hoss & Prussen, Pierre Cimino, Managing Director, Caceis Bank Yvan de Laurentis, Head of Depositary and Fiduciary Services, BNP Paribas Securities Services, Déjeuner

4 programme après-midi Genève - seminaire présenté en français Ateliers simultanés Structuration de Fonds Privés / Gestion de Patrimoines / d Actifs Moderateur: Paul van den Abeele, Partner, Clifford Chance, Chloé Gaubert, Manager Privat Clients, SGG Group, Gilles Dusemon, Partner, Arendt & Medernach, Pierre Even, Fondé de pouvoirs, Business development, Banque de Gast Juncker, Partner, Elvinger, Hoss & Prussen, Tendances dans la distribution transfrontalière sous perspective suisse Moderateur: Rafael Aguilera, Executive Director, EY, Manfred Dietrich, Partner, Van Campen Liem, Amaury Evrard, Partner Real Estate Leader, PwC, Bernard Tancré, Head of Business Solutions - Investment Fund Services, Clearstream Banking S.A., Corporate Governance / Risk Management Moderateur: Kai Braun, Executive Director, EY, Silke Bernard, Managing Associate, Linklaters LLP, Axelle Ferey, General Manager, ARKUS FS., Alan Picone, Managing Director, Global Head of Risk, Kinetic Partners () Management Company S.à r.l Xavier Zaegel, Partner, Deloitte, Fonds non-traditionnels Dévelopement de fonds specialisés en micro-finance, ESG, finance Islamique... Moderateur: Germain Birgen, Directeur Professional Banking, Banque de S.A. Jane Wilkinson, Partner, KPMG, Nicolas Hennebert, Partner, Deloitte, Marc Meyers, Partner, Loyens & Loeff, Sachin Vankalas, Operations Officer, LuxFlag, Régis Veillet, Head of Sales & Client Relationship, Societe Generale Securities Services Pause café et fin de l évènement

5 programm a.m. Zurich - seminar held in english Registration & breakfast Welcome and Introduction H.E. Mr. Marc Thill, Ambassadeur du Grand Dûché de en Suisse Camille Thommes, Director General, ALFI Roundtable: The Asset Management Industry in 2015 and onwards Moderator: Marc Saluzzi, Chairman, ALFI Christian Hinze, Managing Director, COO, BlackRock, Zurich Jens Kruse, Director & Country Head, Franklin Templeton Switzerland Ltd., Zurich Martin Thommen, Head UBS Fund, UBS Global Asset Management, Zurich Speakers to be confirmed Coffee break AIFMD: First practical experiences Moderator: Gilbert Schintgen, CEO, UBS Fund Management () S.A. Olivier Carré, Partner, PwC, Sébastien Danloy, CEO, RBC Investor Services Bank S.A., Jean-Paul Gennari, CEO, Credit Fund Services () S.A. Claude Niedner, Partner, Arendt & Medernach, UCITS V & VI: Latest developments Moderator: Charles Muller, Partner, KPMG, Hermann Beythan, Partner, Linklaters LLP, Philippe Burgener, Counsel, Elvinger, Hoss & Prussen, Yvan de Laurentis, Head of Depositary and Fiduciary Services, BNP Paribas Securities Services, Thomas van Ditzhuyzen, Head Private Labelling, Swiss & Global Asset Management Ltd., Zurich Lunch break

6 programm p.m. Zurich - seminar held in english Simultaneous workshops Structuring Private Funds / Wealth Management Moderator: Paul van den Abeele, Partner, Clifford Chance, Gilles Dusemon, Partner, Arendt & Medernach, Gast Juncker, Partner, Elvinger, Hoss & Prussen, André Müller-Wegner, Head Investment Fund Product Development & Management, UBS AG, Zurich Reinier Teixeira de Mattos, Global Industry Leader Private Clients, SGG Group, Trends in crossborder distribution under the Swiss perspective Moderator: Rafael Aguilera, Executive Director, EY, Catherine Rückel, Partner, PwC, Manfred Dietrich, Partner, Van Campen Liem, Heinz Hofmann, Chief Executive, HSBC Global Asset Management, Zurich Julien Zimmer, General Manager Investment Funds, DZ PRIVATBANK S.A., Corporate Governance / Risk Management Moderator: Kai Braun, Executive Director, EY, Silke Bernard, Managing Associate, Linklaters LLP, Martin Jufer, Member Group Management Board, Swiss & Global Asset Management Limited, Zurich Alan Picone, Managing Director, Global Head of Risk, Kinetic Partners () Management Company S.à r.l Jan van Delden, Partner, Deloitte, Non-traditional Funds Development of specialist funds in Microfinance, ESG, Islamic Finance... Moderator: Germain Birgen, Directeur Professional Banking, Banque de S.A. Jane Wilkinson, Partner, KPMG, Nicolas Hennebert, Partner, Deloitte, Marc Meyers, Partner, Loyens & Loeff, Sachin Vankalas, Operations Officer, LuxFlag, Régis Veillet, Head of Sales & Client Relationship, Societe Generale Securities Services Closing coffee

7 sponsors roadshow 30/09/ 14 01/10/14 geneva zurich