Date

4 February 2020

Location

European Convention Center Luxembourg, 4 Place de L’Europe, Luxembourg

We are delighted to announce the date of the 8th Annual Cross-Border Distribution Conference. Hosted by Deloitte and Elvinger Hoss Prussen, in collaboration with Financial Times Live, the global events division of the Financial Times, the event will take place on
4 February 2020 in Luxembourg. We hope you will be able to join us.

This event has become an unmissable gathering for regulators, leading asset managers and experts to address key distribution industry issues. Themes for 2020 include:

  • EU Commission’s priorities for fund regulation in the next decade
  • Balancing AML/KYC compliance with the need for efficiency in distribution
  • Is automation driving a new low cost normal for investment?
  • Shifting gears for the next 10 years of asset management
  • Outlook for the US, a new decade and a presidential election
  • Navigating market uncertainty – striking a balance between passive, active and smart beta investing
  • Moving from policy to practice in sustainable investment
  • Brexit update – are there any opportunities?

Supporting partner:

Platinum sponsors:

                                 

Gold sponsors:

                
                

Silver sponsor:

Photo gallery 2020

Conference agenda 2020

Registration and welcome coffee

Registration and welcome coffee

Welcome & opening remarks by the Hosts and Chairman

Lou Kiesch, Partner, Deloitte Luxembourg
Jacques Elvinger, Partner, Elvinger Hoss Prussen
Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Keynote Address

James Randolph Evans, Ambassador Extraordinary and Plenipotentiary of the USA to the Grand Duchy of Luxembourg

Introduced by: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Edward Bonham Carter

Keynote

Claude Marx, Director General, Commission de Surveillance du Secteur Financier (CSSF)

Introduced by: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Edward Bonham Carter

EU Address: The Future for Fund Regulation in the Next Decade

As the new EU Commission and Parliament settles in, this session will explore how the European regulatory landscape is set to evolve. What are the priorities for the next five to ten years? Is cooperation between international regulatory and supervisory authorities likely to continue?

Sven Gentner, Head of Unit for Asset Management, European Commission

Introduced by: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Coffee break

Edward Bonham Carter

Panel: AML/KYC Compliance: Balancing Compliance with the Need for Efficiency in Distribution

Transparency is becoming critical as knowing your distributor, client and beneficial owner top the compliance agenda. How do national regulators view the implementation of AMLD5 and the Beneficial Owners Register on a national and cross border context? What do they expect from asset managers and service providers? Who reports to whom, and to what extent can technology play a role in making the process more efficient? Is there room for greater cooperation between national regulators?

Furio Pietribiasi, CEO, Mediolanum Asset Management
Agathi Pafili, Head of Europe Government Relations, Capital Group
Dominique Lepagnot, Head of AML, Asset Management Directorate, Autorité des marchés financiers (AMF)
Marco Zwick, Director, Commission de Surveillance du Secteur Financier (CSSF)

Moderator: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Insight: Digital Investing – A New Low Cost Normal for Investment?

Technology is transforming the landscape for investment, driven not least by a new generation of investors calling for user-friendly, cost-effective customised products and solutions. For asset managers, this is putting significant pressure on margins and fees, while costs remain stable or increase. How can the industry respond to this new normal, while remaining competitive?

Joanna Cound, Managing Director, Head Global Public Policy Group, BlackRock

Introduced by: Katie Martin, Markets Editor, Financial Times

Leaders Discussion: Shifting Gears for the Next 10 Years of Asset Management

Evolving regulatory requirements, economic uncertainties, changing competitive dynamics and a greater move towards sustainable investment and finance, are just some of the major developments impacting the outlook for fund management. How can the industry leaders in the industry prepare and adapt, ensuring readiness to capture opportunity? What are the major trends likely to dominate in the next decade of asset management and asset servicing? What do asset managers want and expect from regulators to support and continue to build the market? How will the universe of products and investment strategies develop further to meet investor expectations? Will the pace of technological innovation change in the coming years?

Giles Swan, Director of Global Funds Policy, ICI Global
Stéphane Janin, Head of Global Regulatory Development, AXA Investment Managers
Jonathan Doolan, Head of EMEA, Casey Quirk
John Donohoe, Group Chief Executive Officer, Carne Group
Antonio Barattelli, Head of Investment Management Team, Investors and Issuers Department, ESMA

Moderator: Katie Martin, Markets Editor, Financial Times

Lunch

Climate Change Impact Today: The Example of Bangladesh

Marc Elvinger, Chair, Friendship Luxembourg, Co-Chair, Friendship International

Introduced by: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Navigating market uncertainty - Striking a balance between passive, active and smart beta investing

Opinion is deeply divided about whether active or passive is more suited to the current fragile investment environment. The jury is out on the future for active management but with investors increasingly turning to passive products, something needs to change to ensure its survival. How can managers meet investor expectations in terms of fees, performance and products? Conversely what is the outlook for passive investing in the year ahead? How are products such as ETFs likely to perform as markets become increasingly unpredictable and the limitations of benchmarks become more apparent? Where do smart beta products fit into the mix – are they proving themselves as a viable alternative?

Jürgen Blumberg, Head of ETF Capital Markets EMEA, Goldman Sachs Asset Management
Deborah A. Fuhr, Managing Partner, Founder, ETFGI
Arnaud Gebhart, Head of International ETF Platform, Executive Director, J.P. Morgan Asset Management
Slawomir Rzeszotko, Head of Institutional Sales & Trading, Europe and Asia, Jane Street
Ronnie Vaknin, Director and Conducting Officer, Jupiter Asset Management Luxembourg

Moderator: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Discussion: From Policy to Practice in Sustainable Investment

Sustainable investing has moved from the margins to the mainstream as investors, asset managers and the wider industry embrace the integration of ESG factors across the asset classes. However, progress is a marathon rather than a sprint, as standards on pricing, products, data quality, and yield expectations remain fragmented. Do policy makers have a role to play in embedding sustainability in investing, or should markets be trusted to self-regulate? Who is leading the charge – investors, regulators or asset managers – and to what end?

Sandra Crowl, Stewardship Manager, Member of the Investment Committee, Carmignac
Elizabeth Gillam, Head of EU Government Relations and Public Policy, Invesco
Frédéric Hoogveld, Head of Investment Specialists Index & Smart Beta Strategies, Amundi
Denise Voss, Chairwoman, LuxFLAG

Moderator: Katie Martin, Markets Editor, Financial Times

Coffee break

Interview

Rt Hon Kenneth Clarke CH QC

In conversation with Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Panel: Update on Brexit – are there any opportunities?

A year on from our 2019 conference and questions remain around Brexit. In this session our expert panel will explore what the latest developments mean for investment, investors and the wider finance industry.

Nick Collier, Managing Director, Brussels, City of London in Brussels
Luc Frieden, Partner, Elvinger Hoss Prussen (Former Minister of Finance, Luxembourg)
Nicolas Mackel, Chief Executive Officer, Luxembourg for Finance
Jonathan Hughes-Morgan, Managing Director, Morgan Morgan Ltd

Moderator: Sheenagh Gordon-Hart, Partner, The Directors’ Office

Closing remarks and close of conference

Jacques Elvinger, Partner, Elvinger Hoss Prussen

Networking cocktail

Event Speakers 2020 / meet the experts

Antonio Baratelli

Antonio Barattelli

ESMA

Yuri Bender

Yuri Bender

Financial Times

Jürgen Blumberg

Jürgen Blumberg

Goldman Sachs

Kenneth Clarke

Rt Hon Kenneth Clarke CH QC

Nick Collier

Nick Collier

City of London

Joanna Cound

Joanna Cound

BlackRock

Sandra Crowl

Sandra Crowl

Carmignac

John Donohoe

John Donohoe

Carne Group

Jonathan Doolan

Jonathan Doolan

Casey Quirk

Jacques Elvinger

Jacques Elvinger

Elvinger Hoss Prussen

Marc Elvinger

Marc Elvinger

Elvinger Hoss Prussen

Luc Frieden

Luc Frieden

Elvinger Hoss Prussen

Deborah Fuhr

Deborah Fuhr

ETFGI

Arnaud Gebhart

Arnaud Gebhart

J.P. Morgan Asset Management

Sven Gentner

Sven Gentner

EU Commission

Elizabeth Gillam

Elizabeth Gillam

Invesco

Sheenagh Gordon-Hart

Sheenagh Gordon-Hart

The Directors' Office

Sheenagh Gordon-Hart

Jonathan Hughes-Morgan

Morgan Morgan Ltd

Frederic Hoogveld

Frédéric Hoogveld

Amundi

Stephane Janin

Stéphane Janin

AXA Investment Managers

Lou Kiesch

Lou Kiesch

Deloitte Luxembourg

Dominique Lepagnot

Dominique Lepagnot

Autorité des marchés financiers (AMF)

Nicolas Mackel

Nicolas Mackel

Luxembourg for Finance

Katie Martin

Katie Martin

Financial Times

Claude Marx

Claude Marx

Commission de Surveillance du Secteur Financier (CSSF)

Agathi Pafili

Agathi Pafili

Capital Group

Agathi Pafili

Furio Pietribiasi

Mediolanum Asset Management

James Randolph Evans

James Randolph Evans

Ambassador of the USA to the Grand Duchy of Luxembourg

Slawomir Rzeszotko

Slawomir Rzeszotko

Jane Street

Giles Swan

Giles Swan

ICI Global

Denise Voss

Denise Voss

LuxFLAG

Ronnie Vaknin

Ronnie Vaknin

Jupiter Asset Management Luxembourg

Marco Zwick

Marco Zwick

Commission de Surveillance du Secteur Financier

European Convention Centre Luxembourg
4 Place de L’Europe
L-1499 Luxembourg

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Event Location

Previous editions

2019

On 12 February 2019, the 7th Annual Cross-Border Distribution Conference was hosted by Deloitte and Elvinger Hoss Prussen, in collaboration with Financial Times Live, the global events division of the Financial Times. This event was an important gathering for regulators, leading asset managers and experts to address key distribution industry issues.

2018

On 30 January 2018, Deloitte Luxembourg and Elvinger Hoss Prussen, with the support of FT Live welcomed around 550 senior fund professionals at the sixth annual Cross-Border Distribution Conference at the European Convention Center. The full-day conference offered the audience a comprehensive view of the main trends and challenges faced by the fund industry.

2017

On 1 February 2017, Deloitte Luxembourg and Elvinger Hoss Prussen welcomed 500 senior fund industry professionals to the fifth annual Cross-Border Distribution Conference at the European Convention Center. As investor demands and regulations are on the rise and Brexit is shaking the industry, the conference, supported by Financial Times Live, offered a forum for thorough discussions on the way ahead.

2016

On 2 March 2016, the 4th edition of the Cross-Border Distribution conference was jointly organised by Deloitte and Elvinger Hoss Prussen. Several leading market players, including Fundsquare, F2C, GAM, Spectra and State Street, co-sponsored this landmark conference which was also supported by Financial Times Live, the Financial Times Global Conferences and Events division.

2015

On 3 March 2015, the third edition of the Cross Border Distribution conference, jointly organised by Deloitte and Elvinger, Hoss & Prussen, brought again together local and international fund professionals in Luxembourg. The conference focused on rethinking of distribution channel strategies, identification of new distribution opportunities and impact of the changing regulatory landscape.

2014

This edition of the Deloitte, EHP and RBSL Conference ‘continued the journey’ from 2013, focusing on distribution models for UCITS and AIFs faced with the evolving changes of regulation. More than 400 local and international participants attended the event.
 
 

Cross Border Conference is by invitation only. If you have any questions, please get in touch.

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