Date

25 MAY 2023
08:30 - 18:30 CEST

Location

European Convention Center Luxembourg

On 25 May 2023, Deloitte and Elvinger Hoss Prussen, in collaboration with Financial Times Live, the global events division of the Financial Times, hosted the 11th Annual Cross-Border Distribution Conference, in Luxembourg.

This year’s Conference emphasized strategies for the evolving investment landscape. Key regulators, leading asset managers and experts gathered to address and exchange views on the distribution industry’s hot topics:

  • Navigating macroeconomic and geopolitical volatility
  • Exploring opportunities presented by the democratization of funds
  • Debating the crossroads faced by trends and movements like ESG and digitalization.


Photo gallery 2023

Conference agenda 2023

Registration and welcome coffee

Welcome & opening remarks

Justin Griffiths, Partner, Deloitte Luxembourg
Jérôme Wigny, Partner, Elvinger Hoss Prussen
Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Keynote interview: The road ahead for the European funds industry

Marie Dzanis, Head of Asset Management EMEA, Northern Trust Asset Management
In conversation with Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Interview: Competing in a new landscape - how can Luxembourg differentiate itself?

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

Moderator: Lou Kiesch, Partner, Deloitte Luxembourg

Leaders’ Panel: From Bull to Bear - will market volatility create new opportunities?

Europe’s fund managers face a rocky year ahead as the economic cycle turns. Soaring inflation, rising interesting rates, a looming recession and increasing regulatory pressures will further squeeze fees, costs and margins. How can leaders in the industry prepare and adapt? Will market uncertainty unleash a new wave of product innovation and creativity? What do asset managers want and expect from regulators to support and effectively compete amid uncertainty? As markets reshape, is it time for a reboot of asset management and distribution models?

Charlie Jewkes, Head of Global Wealth, Aviva Investors
Davina Goodall-Smith, Chief Operating Officer, EMEA, Nikko Asset Management
Jonathan Lipkin, Director, Policy, Strategy & Innovation, The Investment Association

Moderator: Liz Lumley, Deputy Editor, The Banker, Financial Times

Coffee break

Regulatory Insight: Will upcoming regulations help or hinder the evolution of the market?

Natasha Cazenave, Executive Director, European Securities and Markets Authority (ESMA)
In conversation with Liz Lumley, Deputy Editor, The Banker, Financial Times

Fireside chat: Learning from the past to rebuild for a better future

Nick Leeson, Former Rogue Trader
In conversation with Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Lunch break

Interview: Are peace, stability and security still achievable goals in Ukraine, or are they fragmented aspirations?

The fallout from the Russia-Ukraine conflict is unprecedented and ongoing, resulting in acute humanitarian, energy and supply chain crises. It is affecting global economies, hitting trade and investment at a time when both inflation and interest rates are increasing. Is a solution on the horizon? Can the war be ended through diplomacy? What would a peace deal look like on the ground, and for the world?

John Emerson, Vice Chairman, Capital Group International
In conversation with Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Panel: Fund tokenisation and digital custody - has the future arrived?

Asset management has long been touted as an industry ripe for innovation. The tokenisation of collective investments appears to be a natural evolution to the traditional mutual fund model and could provide benefits to both fund managers, investors and custodians alike in the form of fully digital, transparent and cost-effective products. How is tokenisation already being practically applied within the asset management and custody sectors, and why should asset managers and custodians become early adopters? How can technology providers help asset managers integrate tokenisation into existing infrastructures and distribution channels? In a tokenised economy, how will the custodian’s functions evolve?

Biba Homsy, Founder and Partner, Homsy Legal
Swen Werner, Head of Digital Custody and Payment, Managing Director, State Street Digital
Olivier Portenseigne, Chief Executive Officer, FundsDLT
John Caslin, Tokenisation Lead, Carne Group

Moderator: Liz Lumley, Deputy Editor, The Banker, Financial Times

AIFMD 2 - will proposed delegation changes help or hinder the market’s evolution?

Alain Deckers, Head of Unit C4, Asset Management, DG FISMA, European Commission
In conversation with Liz Lumley, Deputy Editor, The Banker, the Financial Times

Coffee Break

Panel: Part II Fund and ELTIF reforms: Will they open up private markets to retail customers?

Will the changes to rules around ELTIFs and Part II funds work in practice? There is no doubt they are timely, especially as appetite amongst retail and smaller investor appetite for alternative assets is growing. What are the key changes proposed around both structures? What are the key advantages and disadvantages for asset managers, and for investors? How should liquidity management issues be handled?

Elona Morina, Regulatory Policy Advisor, European Fund and Asset management Association (EFAMA)
James Hannigan, Client and Product Solutions, Apollo
Davide Rallo, Head of Product Development, Azimut
Tarun Nagpal, Founder and CEO, S64

Moderator: Jérôme Wigny, Partner, Elvinger Hoss Prussen

Debate: Is ESG ripe for reform or just simply evolving?

The business of ESG investing has reached a crossroads. As the factors connecting this now trillion euro industry, including data, labels, governance, and taxonomies become increasingly complex, opinion is divided on the best way forward to deliver on expected and mandated outputs. Is more regulation needed, particularly to tackle greenwashing? Are 2050 net-zero targets still realistic? How is responsible stewardship changing?

Sergio Venti, Partner, Deloitte Luxembourg
Rick Lacaille, Global Head of ESG, State Street
Desiree Fixler, Member ESG Advisory Committee, Financial Conduct Authority, Chair of the Board, Venture ESG

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

Closing remarks

Justin Griffiths, Partner, Deloitte Luxembourg
Jérôme Wigny, Partner, Elvinger Hoss Prussen
Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM), Financial Times

Cocktail

 

Speakers

Yuri Bender

Yuri Bender

Financial Times

John Caslin

John Caslin

Carne Group

Natasha Cazenave

Natasha Cazenave

European Securities and Markets Authority (ESMA)

Alain Deckers

Alain Deckers

European Commission

Marie Dzanis

Marie Dzanis

Northern Trust Asset Management

John Emerson

John Emerson

Capital Group International

Desiree Fixler

Desiree Fixler

Venture ESG

Davina Goodall-Smith

Davina Goodall-Smith

Nikko Asset Management

Justin Griffiths

Justin Griffiths

Deloitte Luxembourg

James Hannigan

James Hannigan

Apollo

Biba Homsy

Biba Homsy

Homsy Legal

Charlie Jewkes

Charlie Jewkes

Aviva Investors

Lou Kiesch

Lou Kiesch

Deloitte Luxembourg

Rick Lacaille

Rick Lacaille

State Street

Lou Kiesch

Nick Leeson

Former Rogue Trader

Jonathan Lipkin

Jonathan Lipkin

The Investment Association

Elizabeth Lumley

Liz Lumley

The Banker, Financial Times

Claude Marx

Claude Marx

Commission de Surveillance du Secteur Financier (CSSF)

Elona Morina

Elona Morina

European Fund and Asset Management Association (EFAMA)

Elona Morina

Tarun Nagpal

S64

Olivier Portenseigne

Olivier Portenseigne

FundsDLT

Davide Rallo

Davide Rallo

Azimut

Davide Rallo

Sergio Venti

Deloitte Luxembourg

Swen Werner

Swen Werner

State Street Digital

Jerome Wigny

Jérôme Wigny

Elvinger Hoss Prussen

GLOBAL SPONSOR

Supported by

Platinum sponsors

Gold sponsor

Silver sponsors

ESG Publications

Publications

Magazines

Newsletters

Publications

Previous editions

2022

For this year’s anniversary edition, a particular focus has been put on: Decentralized finance and the future of distribution, challenges and opportunities of SFDR and capitalizing on the rise of alternatives

2021

The 9th 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, took place on 9 February 2021 in Luxembourg.

2020

The 8th 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, took place on 4 February 2020 in Luxembourg.
This event was an unmissable gathering for regulators, leading asset managers and experts to address key distribution industry issues.

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.
 
 

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