Post on 03-Oct-2020
transcript
Dear Sir/Madam,
The Association of the Luxembourg Fund Industry, ALFI, is pleased to inform you of its Swiss roadshowtaking place on:
Monday, 30 September ~ Kempinski HotelQuai du Mont-Blanc 191201 Genevawww.kempinski.com
Tuesday, 1 October ~ Marriott HotelNeumuehlequai 428001 Zurichwww.zurichmarriott.com
Note: in Geneva, the plenary sessions will be held in French and in Zurich in German. In both Geneva andZurich, the roundtable on Responsible Investing and the workshops will be held in English.
The roadshow occurs at a watershed moment for the industry, as the long-awaited AlternativeInvestment Fund Managers Directive (AIFMD) finally comes into force. AIFMD promises to change thelandscape for how firms attract and manage their assets. Expert panelists will outline operationalsolutions and techniques that will help asset managers and service providers to succeed in the newenvironment.
Luxembourg, being a world leader in cross-border fund distribution, provides global fund managementfirms with a standard that is recognized and trusted across the globe. The seminars will highlight howthe unequalled distribution expertise available in Luxembourg can best be applied to the AIFMDframework.
The seminars also feature interactive sessions on the continuing opportunities provided by UCITS. TheUCITS brand is today recognised worldwide, and UCITS are the only truly globally-distributedinvestment fund products. As a result, more and more asset managers are establishing UCITS funds inorder to implement their global distribution strategies. Luxembourg, with altogether 2,565 billion euros(at 30th April 2013) in net assets under management, has been a leader in the UCITS market for morethan 20 years now and its endeavour is to repeat this success in the alternatives sphere as well.
The programmes will also include:• A roundtable on Responsible Investing• Interactive workshop sessions on hedge funds, private equity and infrastructure funds and real
estate funds
Expert speakers and panellists have been drawn from the Luxembourg and Swiss fund industries fortheir profile, experience and know-how. The seminars are free of charge to fund professionals andinclude a complementary buffet lunch.
The full programmes can be found on the following pages and also at: www.alfi.lu (events section).
To register, please refer to the personalised registration links in the email or click here(www.alfi.lu upcoming events section).
We look forward to welcoming you.
Yours sincerely,
Camille Thommes, Director General, ALFI
13.30.-13.45 Discours d’ouverture et introduction
H.E. Mr. Jean Faltz, Ambassador of the Grand Duchy of Luxembourg to Switzerland
Marc Saluzzi, President, ALFI
13.45-14.35 Dernières nouvelles sur : • Société de Gestion - substance et restructuration• UCITS V (Rémunération, Régime de Banque Dépositaire, Sanctions)• UCITS VI ( Actifs éligibles, Passeport Banque Dépositaire, Fonds Monétaires, Epargne et Financement à Long Terme)
• Règles de distribution (PRIPS, MIFIDII, rétrocessions)• Taxes (FTT, FATCA)
Modérateur: Charles Muller, Partner, KPMG, LuxembourgPanélistes: Virginie Amoyel-Arpino, Senior Adviser, Société Générale Securities Services, Paris
Martin Bock, Senior Manager, Deloitte, LuxembourgSebastien Danloy, Managing Director, RBC Investor Services Bank S.A., LuxembourgGast Juncker, Partner, Elvinger, Hoss & Prussen, Luxembourg
14.35-15.25 Structuration de fonds d'investissement alternatifs dans le cadre de la directive AIFM -série d'études de cas couvrant Private Equity, Fonds immobiliers et Hedge Funds, en se concentrant sur :• Structuration juridique et réglementaire• Structures existantes • Délégation• Distribution• Directives ESMA
Modérateur: Claude Niedner, Partner, Arendt & Medernach, LuxembourgPanélistes: Axelle Ferey, Director, EY, Luxembourg
Hermann Beythan, Partner, Linklaters LLP, LuxembourgJean-Paul Gennari, CEO, Credit Suisse Fund Services (Luxembourg) S.A.Olivier Carré, Partner, PwC Luxembourg
15.25-15.30 Témoignage: AIFMD ‐ l'évolution du cadre réglementaire: le point de vue luxembourgeois Frank Schäfer, Head of Product & Business Development, Credit Suisse Real Estate Asset Management
15.30-16.00 Pause-Café
12.00-13.30 Accueil et déjeuner
12.30-13.15 OptionalResponsible Investing Roundtable (with light lunch during the meeting) -in English• 2013 ALFI/KPMG Responsible Investing Survey Results• EUSEF• LuxFlag Labels• Islamic Funds
Moderator: Jane Wilkinson, Director, KPMG, LuxembourgPanelists: Maria Teresa Zappia, Chief Investment Officer, BlueOrchard, Geneva
Germain Birgen, Head Client Solutions, RBC Investor Services Bank S.A., LuxembourgChristian Hertz, Managing Associate, Linklaters LLP, LuxembourgSachin S. Vankalas, Operations Officer, LuxFlag, Luxembourg
Programme Genève, 30 septembre 2013
12.30-13.15 OptionnelTable Ronde sur l’Investissement Responsable (déjeuner durant la séance) -en Anglais• 2013 ALFI/KPMG Etude / Résultats sur l’investissement responsable en Europe• EUSEF• LuxFlag & Labels• Fonds Islamiques
Modérateur: Jane Wilkinson, Director, KPMG, LuxembourgPanélistes: Maria Teresa Zappia, Chief Investment Officer, BlueOrchard, Geneva
Germain Birgen, Head Client Solutions, RBC Investor Services Bank S.A., LuxembourgChristian Hertz, Managing Associate, Linklaters LLP, LuxembourgSachin S. Vankalas, Operations Officer, LuxFlag, Luxembourg
Programme Genève, 30 septembre 2013
Ateliers simunltanés (en Anglais)
16.00-17.00 Fonds Hedge
• Prime Brokers - Dépositaire, modèles de relations sous la directive AIFM
Modérateur: Luc de Vet, Managing Director, Citco Fund Services (Luxembourg) S.A
Panélistes: Sandrine Leclercq, Counsel, Baker & McKenzie, LuxembourgMartin Dobbins, Managing Director & Country Head Luxembourg, State Street Bank LuxembourgPhilippe Lenges, Partner, Deloitte, Luxembourg
16.00-17.00 Fonds Private Equity, Infrastructure
• Opportunités et impact sur les modèles opérationnels• Impact sur la distribution• Evaluation
Modérateur: Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A.
Panélistes: Marc Dellmann, Managing Director, UBS Global Asset Management, ZurichGilles Dusemon, Partner, Arendt & Medernach, LuxembourgChristian Hertz, Managing Associate, Linklaters LLP, LuxembourgJean-Christian Six, Partner, Allen & Overy, Luxembourg
16.00-17.00 Fonds Immobiliers
• Opportunités & impact sur les modèles opérationnels
Modérateur: Catherine Rückel, Partner, PwC Luxembourg
Panélistes: Edith Baggott, Vice President, Client service Manager, Brown Brothers Harriman (Luxembourg ) S.A.Anja Grenner, Associate Director, EY LuxembourgJoelle Hauser, Partner, Clifford Chance, LuxembourgStéphane Ries, Head of Business Development, KBL European PrivateBankers S.A., Luxembourg
17.00-18.00 Cocktail
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Programm Zurich 1. Oktober 2013
09.00-09.15 Begrüßung und Einführung (in Deutsch)
H.E. Mr. Jean Faltz, Ambassador of the Grand Duchy of Luxembourg to Switzerland
Marc Saluzzi, President, ALFI
09.15-10.05 Aktuelle Nachrichten zu den OGAW (in Deutsch)
• Verwaltungsgesellschaft - Substanz und Umstrukturierung• UCITS V (Vergütung, Depotbank Regime, Sanktionen)• UCITS VI (Zulässige Vermögenswerte, Depotbank – Europa-Pass, Geldmarktfonds, langfristige
Anlagen und Finanzierung)• Vertriebsregeln (PRIPS, MIFIDII, Retrozessionen)• Steuern (FTT, FATCA)
Moderator: Charles Muller, Partner, KPMG, LuxembourgPanelists: Martin Bock, Senior Manager, Deloitte, Luxembourg
Gast Juncker, Partner, Elvinger, Hoss & Prussen, LuxembourgNikolaus Rummler, Geschäftsführer, IP Concept (Luxembourg) S.A.Tom Weiland, Director, RBC Investor Services Bank S.A., Luxembourg
10.05-10.55 Strukturierung Alternativer Investment Fonds im Rahmen der AIFM-Richtlinie (in Deutsch)- eine Reihe von Fallstudien zu Private Equity, Real Estate & Hedge Fonds:
• Gestzliche & Regulatorische Strukturierung• Bestehende Strukturen• Delegation• Vertrieb• ESMA-Leitlinien
Moderator: Claude Niedner, Partner, Arendt & Medernach, LuxembourgPanelists: Hermann Beythan, Partner, Linklaters LLP, Luxembourg
Kai Braun, Executive, Director, EY, LuxembourgOlivier Carré, Partner, PwC LuxembourgJean-Paul Gennari, CEO, Credit Suisse Fund Services (Luxembourg) S.A
10.55-11.00 Testimonial: AIFMD, die sich verändernden regulatorischen Rahmenbedingungen ‐ Luxemburger
StandpunktFrank Schäfer, Head of Product & Business Development, Credit Suisse Real Estate Asset Management
11.00-11.30 Kaffeepause
7.30-9.00 Ankunft der Teilnehmer und Anmeldung
8.00-08.45 Teilnahme optionalDiskussionsrunde über verantwortliches Investment (mit Frühstück während der Diskussionsrunde) - in Englisch
• 2013 ALFI/KPMG Responsible Investing Umfrageergebnisse• EUSEF• LuxFlag Labels• Islamische Fonds
Moderator: Jane Wilkinson, Director, KPMG Panelists: Maria Teresa Zappia, Chief Investment Officer, BlueOrchard, Geneva
Germain Birgen, Head Client Solutions, RBC Investor Services Bank S.A., LuxembourgChristian Hertz, Managing Associate, Linklaters LLP, LuxembourgSachin S. Vankalas, Operations Officer, LuxFlag, Luxembourg
Programm Zurich 1. Oktober 2013
Parallel stattfindende Seminare (in Englisch)
11.30-12.30 Hedge Fonds Seminar
• Prime Brokers – Depotbank - Relationship Modelle unter AIFMD
Moderator: Luc de Vet, Managing Director, Citco Fund Services (Luxembourg) S.A
Panelists: Sandrine Leclercq, Counsel, Baker & McKenzie, LuxembourgMartin Dobbins, Managing Director & Country Head Luxembourg, State Street Bank LuxembourgPhilippe Lenges, Partner, Deloitte, Luxembourg
11.30-12.30 Private Equity, Infrastructure Funds Seminar
• Chancen & Auswirkungen auf die operativen Set-ups• Neue Vertriebsmodelle• Bewertung
Moderator: Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A.Panelists: Marc Dellmann, Managing Director, UBS Global Asset Management, Zurich
Gilles Dusemon, Partner, Arendt & Medernach, LuxembourgChristian Hertz, Managing Associate, Linklaters LLP, LuxembourgJean-Christian Six, Partner, Allen & Overy, Luxembourg
11.30-12.30 Real Estate Seminar
• Chancen & Auswirkungen auf die operativen Set-ups
Moderator: Catherine Rückel, Partner, PwC Luxembourg
Panelists: Edith Baggott, Vice President, Client Sevice Manager, Brown Brothers Harriman (Luxembourg) S.A.Anja Grenner, Associate Director, EY LuxembourgJoelle Hauser, Partner, Clifford Chance, LuxembourgStéphane Ries, Head of Business Development, KBL EuropeanPrivate Bankers S.A., Luxembourg
12.30-14.00 Stehbüffet
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