Date

12 February 2019

Location

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

We are delighted to announce the date of the 7th 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 12 February 2019 in Luxembourg.

This event has become an important gathering for regulators, leading asset managers and experts to address key distribution industry issues. Themes for 2019 include:

  • Latest updates on the review of delegation rules and what the proposed changes may mean in practice
  • FinTech to RegTech – game-changers for fund distribution?
  • Opportunities and challenges ahead for asset managers as they gear up for a the new decade in fund management
  • GDPR - One Year On: is it achieving its objectives?
  • Integrating gender diversity into ESG and the wider funds industry
  • Brexit Debate – what will happen after March 2019?

White paper 2018: €15 trillion and counting

Supporting partner:

Platinum sponsors:

Gold sponsors:

Silver sponsor:

Conference agenda 2019

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

John Emerson (Former US Ambassador to Germany, Global Relationship Manager & Vice Chairman, Capital Group International)

Edward Bonham Carter

EU Commission: Towards A More Competitive Landscape For Cross-Border Funds Distribution

The EU Commission’s cross-border funds distribution proposal is a significant development for the asset management industry, seeking to reduce regulatory barriers and streamline distribution across Europe. This session will explore and clarify the objectives and potential implications for UCITS and the AIFMD and beyond.

Sven Gentner (Head of Asset Management Unit, DG FISMA, EU Commission)

Edward Bonham Carter

Panel: Planning Ahead for Regulatory Priorities and Change

2019 will bring a new EU Parliament and Commission, and Brexit. How are these developments likely to impact the priorities and plans of policy makers in the next period? Are changes on the way, and if so what will this mean in practice?

  • Taking a step back – what regulatory measures have worked and what haven’t?
  • What should regulators focus on in the next five years, taking into account political, demographic and risk developments?
  • Is there a need for a global framework in fund regulation?
  • Regulatory disruption – a positive or negative agent of change in the industry?

  • Vincent Ingham Director, Regulatory Policy, EFAMA
    Giles Swan (Director Global Funds Policy, ICI Global)
    Sheila Nicoll (Head of Public Policy, Schroders)
    Sally Wong (Chief Executive Officer, Hong Kong Investment Funds Association)

    Coffee break

    Keynote:

    Verena Ross (Executive Director, European Securities and Markets Authority (ESMA))

    Outlook for Fund Distribution in Asia

    Mark Evans (Independent Consultant, Funds Expert)

    Leaders Discussion: Seizing Opportunities for a New Decade of Asset Management

    With the global economy in recovery after a decade of crisis, the asset management industry can look to the future, using innovation in products and services to capture opportunity. What will differentiate the leaders from the laggards in the new world order, increasingly influenced by changing political dynamics, rising rates, and fee-conscious millennial investors, and a growing focus on sustainability?

  • How is the universe of investment products and strategies likely to develop further, evolving in areas including ESG, impact investing, factor investing, private equity and beyond?
  • Will the shift from active to passive continue, or will the trend balance or reverse?
  • Which regions and markets offer the greatest potential for growth in the next 5 to 10 years?
  • How can digital innovation be successfully employed to build market share and meet changing investor preferences?
  • What is next for fees as profits come under pressure, and investors demand more?

  • Fiona Frick (Group CEO, Unigestion)
    Amanda Ruch (Global Head of Fee Management, Capital Group)
    James Bevan (Chief Investment Officer, CCLA)

    Lunch

    GDPR One Year In: Where is Data Protection heading?

    The General Data Protection Regulation (GDPR) came into force on 25 May 2018 in Europe and since Data Protection has become a global topic

  • Common grounds and differences between the EU and US
  • An outlook on where Data Protection is heading
  • Main practical implementation challenges, from gaining consent from clients to hold data to sharing information with third parties

  • Mary Galligan (Managing Director, Risk and Financial Advisory, Deloitte & Touche LLP)
    Interviewed by: Georges Wantz (Director, Advisory & Consulting, Luxembourg, Deloitte Luxembourg)

    Discussion: Integrating Gender Diversity Into ESG and the Wider Funds Industry

    The business case for investing in women in the workplace and economy has been proven time and time again and now it is filtering through across the asset management sector. What progress has been made to date, and what are the next steps to see real change?

  • Who is leading the charge to implement gender diversity in asset management, and why is it important?
  • To what extent is demand from institutional investors driving gender diversity into the mainstream?
  • How is it being integrated into investment decisions?

  • Ulrika Hasselgren (Global Head of Sustainability and Impact Investment, Danske Bank)
    Karine Hirn (Partner and Co-founder, East Capital)
    Lorraine Rodrigues (Global Head, Diversity and Inclusion, Fidelity International)

    Coffee break

    Snapshot: From FinTech to RegTech – Game-Changers in Investment and Fund Management

    Jean Devambez (Global Head of Digital and Acceleration, BNP Paribas)

    Panel: Brexit – Shifting Sands – Which City Will Be Europe’s Financial Hub after Brexit?

    As the UK prepares for April 2019, and its exit from the EU, what does the future hold for London as a global financial centre? As uncertainty continues, to what extent are major asset management and financial services firms looking to relocate to remain within the EU’s single market to retain the benefits of fund passporting, marketing, clearing and more? Will one financial centre emerge, or will financial services be diluted across different locations?

    John Marshall (British Ambassador to Luxembourg)
    Herman van Rompuy (Former Prime Minister of Belgium, President of the European Council)
    Luc Frieden (Partner, Elvinger Hoss Prussen, Former Minister of Finance, Luxembourg)
    Peter Grimmett (Head of Regulatory Development, The M&G Group)
    Carla Jayne Findlay Dons (Chief Global Regulatory and Market Strategist, Brown Brothers Harriman)

    Closing remarks and close of conference

    Jacques Elvinger (Partner, Elvinger Hoss Prussen)

    Cocktail

    Event Speakers 2019 / meet the experts

    Baptiste Aboulian

    Baptiste Aboulian

    Financial Times

    Yuri Bender

    Yuri Bender

    Financial Times

    James Bevan

    James Bevan

    CCLA

    Jean Devambez

    Jean Devambez

    BNP Paribas

    Jacques Elvinger

    Jacques Elvinger

    Elvinger Hoss Prussen

    John Emerson

    John Emerson

    Capital Group International

    Fiona Frick

    Fiona Frick

    Unigestion

    Luc Frieden

    Luc Frieden

    Elvinger Hoss Prussen

    Sven Gentner

    Mary Galligan

    Deloitte & Touche LLP

    Sven Gentner

    Sven Gentner

    EU Commission

    Peter Grimmett

    Peter Grimmett

    The M&G Group

    Ulrika Hasselgren

    Ulrika Hasselgren

    Danske Bank

    Karine Hirn

    Karine Hirn

    East Capital

    Vincent Ingham

    Vincent Ingham

    EFAMA

    Lou Kiesch

    Lou Kiesch

    Deloitte Luxembourg

    Sheila Nicoll

    Sheila Nicoll

    Schroders

    Sheila Nicoll

    Herman van Rompuy

    European Council

    Sheila Nicoll

    Verena Ross

    European Securities and Markets Authority (ESMA)

    Sheila Nicoll

    Amanda Ruch

    Capital Group

    Giles Swan

    Giles Swan

    ICI Global

    Georges Wantz

    Georges Wantz

    Deloitte Luxembourg

    Sally Wong

    Sally Wong

    Hong Kong Investment Funds Association

    Publications

    The European investment fund industry in recent years has grown to over €15 trillion in assets today. This growth has been supported partly by general market conditions as well as the recovery of capital markets. Another key contributor has been the asset inflows generated through cross-border fund distribution, which has gained importance over the past decade.

    The cross-border fund distribution model, where a fund and its management company outsource key functions such as distribution, portfolio management, or risk management to other entities that may be located in other countries, has become central to how the European asset management industry works. The model has also served as a key driver of service quality and efficiency delivered to European savers and investors.

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

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    Event Location

    Previous editions

    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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