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