programme day 1 AIFMD distribution UCITS alfi global distribution conference in association with tuesday 18th september 2012
programme day 1 - tuesday 18th september 2012 a.m. 08.00 09.00 Registration & breakfast 09.00 09.20 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 09.20 09.25 Chairperson s introduction Thomas Seale, Chief Executive Officer, European Fund Administration, Luxembourg 09.25 09.45 Opening speech H.E. Luc Frieden, Minister of Finance, Luxembourg Government 09.45 10.15 It s not about the money David Schrieberg, Chief Executive Officer and Co-Founder, VitalBriefing, Luxembourg 10.15 10.45 Letter from America William Lee, Managing Director/Office of the Global Chief Economist, Citi, New York 10.45 11.15 Refreshment break and visit of the exhibition area 11.15 11.45 The fund industry confronted with the regulatory challenge Eddy Wymeersch, Professor, University of Gent, Belgium and former CESR Chairman 11.45 12.20 A new dawn for distribution The impact of regulation on distributor remuneration and business models Diana MacKay, Chief Executive Officer, MacKay Williams, London 12.20 12.30 Chairperson s wrap up 12.30 14.30 Lunch hosted by
programme day 1 - tuesday 18th september 2012 p.m. 14.30 14.35 Chairperson s introduction Bob Kneip, Chief Executive Officer, Kneip, Luxembourg 14.35 15.15 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 15.15 16.15 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 16.15 16.45 Refreshment break and visit of the exhibition area 16.45 17.45 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 17.45 18.25 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 18.25 18.30 Chairperson s wrap up 18.30 19.30 Cocktail reception at the Hotel Melia sponsored by
programme day 2 AIFMD distribution UCITS alfi global distribution conference in association with wednesday 19th september 2012
programme day 2 - wednesday 19th september 2012 a.m. 08.00 08.45 Registration & breakfast 08.45 08.50 Chairperson s introduction Julien Zimmer, General Manager Investment Funds, DZ Privatbank S.A., Luxembourg 08.50 09.20 Addressing investor protection Jean-Baptiste de Franssu, Chairman, INCIPIT, Brussels 09.20 09.30 Commission s proposal on cross-cutting product disclosures Tilman Lueder, Head of Unit, Asset Management, European Commission, Brussels 09.30 10.20 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 10.20 10.50 Refreshment break and visit of the exhibition area 10.50 11.00 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 11.00 11.40 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 11.40 12.10 AIFM Directive - is all of this reasonable? Jacques Elvinger, Partner, Elvinger Hoss & Prussen, Luxembourg 12.10 12.15 Chairperson s wrap up 12.15 14.15 Lunch hosted by
programme day 2 - wednesday 19th september 2012 p.m. 14.15 14.20 Chairperson s introduction Serge Krancenblum, Chief Executive Officer, SGG S.A., Luxembourg 14.20 14.50 New Media in Financial Services Tony Langham, Chief Executive, Lansons Communications, London 14.50 15.20 Trends in Global Distribution Nils Johnson, Director, Spence Johnson, London 15.20 15.50 Refreshment break and visit of the exhibition area 15.50 16.30 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 16.30 16.55 UCITS V, only a concern for the depositories? Freddy Brausch, Partner, Linklaters LLP, Luxembourg 16.55 17.35 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 17.35 17.40 Chairperson s closing remarks