SWITZERLAND ROADSHOW. Luxembourg: The Global Fund Centre November 2017 Zurich - Geneva

Transcription

1 SWITZERLAND ROADSHOW Luxembourg: The Global Fund Centre November 2017 Zurich - Geneva

2 ZURICH - TUESDAY, 28 NOVEMBER HOTEL MARRIOTT ZURICH BOSTON - MONDAY, 16 OCTOBER Registration & breakfast Welcome and introduction Camille Thommes, Director General, ALFI, Luxembourg Chairperson s introduction Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A The future value proposition of the asset management industry Brexit, the rise of populism, and enduring low interest environment, the threat of climate change, changing investor demand. What are the impacts of major geopolitical and macro-economic trends on our daily business? Do we have to change our mid-to long term strategies? Is the role of asset management changing? This panel will discuss the importance, or not, to adapt to stay fit for purpose Moderator: Martin Vogel,CEO MDO Management Company & MDO Group Jean-Marc Crépin, Partner, Brown Brothers Harriman (Luxembourg) S.C.A. André Müller-Wegner, Head of Fund Management Services, UBS Asset Management, Zurich Wim van Ooijen, Head of Switzerland and Germany, Northern Trust Harald Reczek, Head of Distribution, CS Asset Management (Schweiz) AG, Zurich David Suetens, Executive Vice President, State Street Bank Luxembourg S.C.A Coffee break Luxembourg EU Hub for Alternative Investments Fastest growing alternative asset classes (debt, infrastructure, real estate, private equity, venture capital, etc.) Fastest growing investment strategies (co-investments paralell investment funds managed accounts) AIFM servicing solutions Impact of ESMA opinions & guidelines International tax policy impacts Moderator: Gilles Dusemon, Partner, Arendt & Medernach, Luxembourg John Atherton, General Counsel Private Investment Structures Schroder Adveq Management (UK) Limited, London Steve Bernat, CEO, Carne Group Kai Braun, Partner; EY, Luxembourg Patrick Mischo, Partner, Allen & Overy, Luxembourg Distribution Evolution Post-MiFIDII, PRIIPS, FinTech etc.: regulatory and digital developments thoroughly impact fund distribution. So what exactly lies ahead? Moderator: Silke Bernard, Partner, Linklaters LLP, Luxembourg Olivier Carré, Partner, PwC, Luxembourg Jean Devambez, Head of New Business Accelerator, BNP Paribas Securities Services, Pantin Julien Zimmer, General Manager, Investment Funds, DZ Privatbank S.A., Luxembourg Nasir Zubairi, CEO, The Luxembourg House of Financial Technology (LHoFT) Chairperson s wrap up Buffet Lunch followed by practical workshops

3 ZURICH - TUESDAY, 28 NOVEMBER HOTEL MARRIOTT ZURICH UCITS INNOVATION WORKSHOP The UCITS vehicle is over 30 years old, and considered mature. But new features, structures and management techniques continue to evolve. This workshop will feature practical case studies of Fund Managers on their solutions to resolving business issues or seizing market opportunities, including the use of hedgefund type strategies, through innovative structuring of their UCITS or management process. Moderator: Gast Juncker, Partner, Elvinger Hoss Prussen, Luxembourg Dorothee Wetzel, Managing Director, Head of Product Platform, Vontobel Asset Management AG, Zürich Hervé Coussement, Global Head of Sales, Member of the Executive Committee, Lemanik Asset Management S.A., Luxembourg Henrik de Koning, Managing Director, UBS, Zurich Martin Jufer, Member of the Group Management Board, GAM, Zurich PRIVATE EQUITY WORKSHOP The workshop will highlight the different tools and types of structures available in Luxembourg through the testimony of locally established GPs with experience in pre and post AIFMD. The session will also welcome the views of placement agents to guide the audience through today s preferences of investors and will conclude with an interactive debate on the future of PE in Luxembourg Moderator: Giuliano Bidoli, Tax Partner, KPMG, Luxembourg Enda Fahy, Director, FundRock Management Company S.A., Luxembourg Arne Bolch, Local Partner, GSK Luxembourg S.A., Luxembourg Thomas Goergen, Managing Partner, Luxembourg Investment Solutions S.A., Luxembourg Alexander Schlaepfer, Investment Director, Swisscom Ventures, Zurich RESPONSIBLE INVESTING WORKSHOP COP 23 Climate financing the big picture Recent regulatory and market developments in sustainable finance in Europe The Roadmap towards a Sustainable Finance Centre in Luxembourg The opportunities of SDGs in asset management Moderator: Annemarie Arens, General Manager, LuxFLAG, Luxembourg Jane Wilkinson, Head of Sustainable Finance, Luxembourg Stock Exchange Marc Bichler, MAEE and Climate Change Ambassador, Luxembourg Felix Hermes, COO, BlueOrchard Finance Ltd., Zurich Robert J. Jarvis, Adviser, Luxembourg for Finance, Luxembourg REAL ESTATE WORKSHOP Deep dive into the SIF, the RAIF and Special Limited Partnerships: vehicle selection, setup process, sourcing capital, strategy and operations, administering and reporting Moderator: Joëlle Hauser, Partner, Clifford Chance, Luxembourg Max Welbes, Partner, Loyens & Loeff, Luxembourg Markus Gaebel, Head Global Product Development, Credit Suisse Asset Management, Zurich Jan van Delden, Audit Partner, Deloitte, Luxembourg Dr Peter Zollinger, Head Legal and Compliance Mercer Private Markets Ltd., Zurich Closing coffee

4 GENEVA - WEDNESDAY, 29 NOVEMBER HOTEL KEMPINSKI GENEVA Registration & coffee Welcome and introduction Pierre-Louis Lorenz, Permanent Representative of Luxembourg to the United Nations Office, Geneva Camille Thommes, Director General, ALFI Chairperson s introduction Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A The future value proposition of the asset management industry Brexit, the rise of populism, and enduring low interest environment, the threat of climate change, changing investor demand. What are the impacts of major geopolitical and macro-economic trends on our daily business? Do we have to change our mid-to long term strategies? Is the role of asset management changing? This panel will discuss the importance, or not, to adapt to stay fit for purpose Moderator: Martin Vogel, CEO, MDO Management Company & MDO Group Philippe Bens, Senior Country Officer, Head of Regional Coverage Switzerland, CACEIS, Nyon Jean-Marc Crépin, Partner, Brown Brothers Harriman (Luxembourg) S.C.A. André Müller-Wegner, Head of Fund Management Services, UBS Asset Management, Zurich Harald Reczek, Head of Distribution, CS Asset Management (Schweiz) AG, Zurich Wim van Ooijen, Head of Switzerland and Germany, Northern Trust Coffee break Luxembourg EU Hub for Alternative Investments Fastest growing alternative asset classes (debt, infrastructure, real estate, private equity, venture capital, etc.) Fastest growing investment strategies (co-investments paralell investment funds managed accounts) AIFM servicing solutions Impact of ESMA opinions & guidelines International tax policy impacts Moderator: Gilles Dusemon, Partner, Arendt & Medernach, Luxembourg John Atherton, General Counsel Private Investment Structures Schroder Adveq Management (UK) Limited, London Steve Bernat, CEO, Carne Group Kai Braun, Partner, EY, Luxembourg Patrick Mischo, Partner, Allen & Overy, Luxembourg Distribution Evolution Post-MiFIDII, PRIIPS, FinTech etc.: regulatory and digital developments thoroughly impact fund distribution. So what exactly lies ahead? Moderator: Silke Bernard, Partner, Linklaters LLP, Luxembourg Olivier Carré, Partner, PwC, Luxembourg Jean Devambez, Head of New Business Accelerator, BNP Paribas Securities Services, Pantin Nasir Zubairi, CEO, The Luxembourg House of Financial Technology (LHoFT) Chairperson s wrap up Buffet Lunch followed by practical workshops

5 GENEVA - WEDNESDAY, 29 NOVEMBER HOTEL KEMPINSKI GENEVA UCITS INNOVATION WORKSHOP The UCITS vehicle is over 30 years old, and considered mature. But new features, structures and management techniques continue to evolve. This workshop will feature practical case studies of Fund Managers on their solutions to resolving business issues or seizing market opportunities, including the use of hedgefund type strategies, through innovative structuring of their UCITS or management process. Moderator: Gast Juncker, Partner, Elvinger Hoss Prussen, Luxembourg Hervé Coussement, Global Head of Sales, Member of the Executive Committee, Lemanik Asset Management S.A., Luxembourg Henrik de Koning, Managing Director, UBS, Zurich Martin Jufer, Member of the Group Management Board, GAM, Zurich Nicolas Tschopp, General Counsel, Pictet Asset Management, Geneva PRIVATE EQUITY WORKSHOP The workshop will highlight the different tools and types of structures available in Luxembourg through the testimony of locally established GPs with experience in pre and post AIFMD. The session will also welcome the views of placement agents to guide the audience through today s preferences of investors and will conclude with an interactive debate on the future of PE in Luxembourg Moderator: Giuliano Bidoli, Tax Partner, KPMG, Luxembourg Arne Bolch, Local Partner, GSK Luxembourg S.A., Luxembourg Enda Fahy, Director, FundRock Management Company S.A., Luxembourg Thomas Goergen, Managing Partner, Luxembourg Investment Solutions S.A., Luxembourg Alexander Schlaepfer, Investment Director, Swisscom Ventures, Zurich RESPONSIBLE INVESTING WORKSHOP COP 23 Climate financing the big picture Recent regulatory and market developments in sustainable finance in Europe The Roadmap towards a Sustainable Finance Centre in Luxembourg The opportunities of SDGs in asset management Moderator: Annemarie Arens, General Manager, LuxFLAG, Luxembourg Maria Teresa Zappia, CIO, BlueOrchard, Finance Ltd, Geneva Jane Wilkinson, Head of Sustainable Finance, Luxembourg Stock Exchange Marc Bichler, MAEE and Climate Change Ambassador, Luxembourg Robert J. Jarvis, Adviser, Luxembourg for Finance, Luxembourg REAL ESTATE WORKSHOP Deep dive into the SIF, the RAIF and Special Limited Partnerships: vehicle selection, setup process, sourcing capital, strategy and operations, administering and reporting Moderator: Paul Van den Abeele, Partner, Clifford Chance, Luxembourg Jan van Delden, Audit Partner, Deloitte, Luxembourg Thibaut Partsch, Partner, Loyens & Loeff, Luxembourg Markus Gaebel, Head Global Product Development, Credit Suisse Asset Management, Zurich Closing coffee

6 SEMINAR SPONSORS a b swiss roadshow 28-29/11/17 zürich & geneva