Date

17 MAY 2022

Location

European Convention Center Luxembourg
and Online

Supported by

Global sponsor

Platinum sponsors

Gold sponsor

Silver sponsors

 

Conference agenda 2022

Registration and welcome coffee

Welcome & opening remarks by the Hosts and Chairman

Lou Kiesch, Partner, Deloitte Luxembourg
Jacques Elvinger, Partner, Elvinger Hoss Prussen
CHAIR: Elizabeth Lumley, Deputy Editor, The Banker

KEYNOTE: Linking Investments to Achieve Net Zero

To accelerate a global green economic transition, countries and companies need clear targets and bold policy frameworks. Europe is at the forefront of the race to a carbon neutral future, and the European Investment Bank is leading that charge. Our keynote speaker will detail the challenges in reaching Net-Zero targets from a public and private sector perspective, and focus on the role of policy, innovation and investments to climate action.

Nancy Saich, Chief Climate Change Expert, European Investment Bank; Rapporteur of EU Platform on Sustainable Finance
INTRODUCTION: Elizabeth Lumley, Deputy Editor, The Banker

DIALOGUE: Navigating the shifting geopolitical landscape

Vladimir Putin’s invasion of Ukraine has highlighted global economic weaknesses, shifting the long-term geopolitical landscape. Amid a down-shift in European agency, can the US de-escalate the prospect of a European war? How will China respond to Russian hegemony? What are the long-term prospects for the EU and Nato?

Jean-Claude Juncker, Former Luxembourg Prime Minister, Former President of the European Commission
Herman Van Rompuy, Former Belgian Prime Minister, Former President of the European Council
MODERATOR: Luc Frieden, Partner, Elvinger Hoss Prussen

Coffee Break

PANEL: SFDR – the distribution challenges and opportunities for managers

While the Sustainable Finance Distribution Regulation is a welcome driver of sustainable investments, it also represents a huge step change for asset managers, with the biggest impact felt by non-EU managers that market to EU investors.

  • How will managers navigate discrepancies in articles 6, 8 and 9 categorisations? What should they expect from SFDR Level 2?
  • What is the impact on non-EU domiciled funds and providers?
  • Challenges in wrangling ESG data to assess investment risk.
  • How will managers best capitalise on and market their green credentials to engage new clients?

Elizabeth Gillam, Head of EU Government Relations and Public Policy, Invesco
Vincent Ingham,, Director, Regulatory Policy, European Fund and Asset Management Association (EFAMA)
Aleksandra Njagulj, Managing Director, Global Head of ESG - Real Estate, DWS Group
Evert van Walsum, Head of Investors and Issuers Department, European Securities and Markets Authority (ESMA)
MODERATOR: Laurence Fletcher, Hedge Fund Correspondent, Financial Times

PANEL: Post-Brexit divergence – what next for UK and European fund managers?

Over a year after the Brexit deal was formalised, the outlook for managers remains murky. UK/ EU regulatory divergence will increase in complexity and cost, and international businesses face additional cross-border governance, risk management and compliance hurdles.

  • How do the UK and EU’s approach to the realities of Brexit differ?
  • What is the impact for firms operating in both jurisdictions?
  • What approach should fund managers take to manage differing divergency time-lines?
  • How will this impact cross-border distribution and operational strategies?

Suzanne Berg, Head of ManCo Oversight, Pictet Asset Management
Michael Collins, Director of Government Affairs, M&G
Arnaud Gebhart, Executive Director, Head of International ETF Platform, J.P. Morgan
MODERATORS: Lou Kiesch, Partner, Deloitte Luxembourg, Jérôme Wigny, Partner, Elvinger Hoss Prussen

PANEL: The regulatory priorities for the year ahead

Our expert panel will consider forthcoming regulatory priorities, including key themes from a European perspective around resilience in the face of market, credit and liquidity shocks, sustainable investing and emerging crypto regulation, highlighting considerations for non-European brands and global players.

Jérôme Reboul, Director, Regulation and International Affairs, Autorité des Marchés Financiers (AMF)
Furio Pietribiasi, CEO, Mediolanum International Funds Limited
Laurent Van Burik, Head of Unit, Legal, International & Enforcement Investment Funds, Commission de Surveillance du Secteur Financier (CSSF)
MODERATOR: Laurence Fletcher, Hedge Fund Correspondent, FT

Lunch Break

VIRTUAL PANEL: Decentralised finance – the future of distribution?

Fast-moving innovations in blockchain, cryptocurrency, tokenisation and the metaverse are opening the door to de-centralised finance (De-Fi), offering automated solutions that remove the need for central institutions and corporate structures. This session will consider the key considerations and issues in the space, including increasing scrutiny from regulators.

  • Is De-Fi ready to go mainstream?
  • How can de-centralised finance solutions extend the potential of cross-border trading?
  • Will large-scale tokenisation increase access to existing asset classes?
  • Is algorithmic trading ready to move into the mainstream?
  • How are different territories regulating the De-Fi space?

Oskar Åslund, Head of Business Development, AK Jensen
Mona El Isa, Co-Founder and Chief Executive Officer, Avantgarde Finance
Ritesh Dutta, Co-Head Markets and Investment Solutions, SEBA Bank
Valerie A. Szczepanik, Head, Strategic Hub for Innovation and Financial Technology, US Securities and Exchange Commission (SEC)
MODERATOR: Elizabeth Lumley, Deputy Editor, The Banker

INTERVIEW: Does the funds sector understand the value of diversity?

Diversity is a chasm in the fund industry with just 14% of fund managers globally estimated to be women. The cause is likely a complicated combination of structural barriers and implicit biases – but, as research repeatedly confirms, it has nothing to do with ability. Meanwhile black employees and members of other minority groups remain dramatically underrepresented in the sector — particularly in senior roles. What initiatives can be implemented to foster greater racial representation and gender diversity in the asset management industry?

Mitesh Sheth, Chief Investment Officer, Multi-Asset, Newton Investment Management
Carol Tarr, Portfolio Manager, Kavedon Kapital
MODERATOR: Elizabeth Lumley, Deputy Editor, The Banker

Coffee Break

PANEL: Pandemic positives – capitalising on the digital acceleration

Covid-19 has had a profound impact on the fund industry, driving huge technological, behavioural and operational change among both investors and asset managers. The digital acceleration has, for many fund firms, connected front, mid and back offices more effectively, offered new routes to client engagement, and provided a wealth of data.

  • Can managers sustain the technological momentum? How should they position themselves for the next wave of technological innovation?
  • Can digitisation and automation level the playing field for small and midsize managers?
  • What can the distribution industry learn from pure digital players?
  • What important insights can new data streams provide?

Steve Bennett, Director, Investment Management Solutions Carne Group
Leah Cox, Managing Director, IANUA Market
Dr. Zeynep Hizir, EMEA Institutional Business Development, SS&C
Henning Swabey, Head of EMEA, Calastone
MODERATOR: Hamish Purdey, Chief Executive Officer, FE fundinfo

PANEL: How will managers capitalise on the rise of alternatives?

The hunt for returns in a perpetually low-yield environment is driving increasing numbers of retail investment in alternatives. Prohibitive fees and liquidity have historically made alternatives the preserve of institutional and high-net-worth investors, but recent innovations in fund structures have reduced barriers and are opening the doors to a huge growth market for managers.

  • What are the key relationships and technologies to open access to the retail space? Geographically, where are the stand-out opportunities?
  • How should asset managers’ approach differ with retail investors, and what are investor expectations in this space?
  • What are the key regulatory and compliance hurdles?
  • How is the retail alternatives space likely to develop in the short term?

Kirsten Bode, Co-head of Private Debt, Pan Europe Muzinich & Co
Olga Bogdanova, Head of Investment Counselling North & Central Europe, Citi Private Bank
Leon Volchyok, Managing Director, Real Estate, The Blackstone Group
MODERATOR: Laurence Fletcher, Hedge Fund Correspondent, FT

Closing remarks and close of conference

Jacques Elvinger, Partner, Elvinger Hoss Prussen
CHAIR: Elizabeth Lumley, Deputy Editor, The Banker

Cocktail

 

Speakers

Oskar Aslund

Oskar Åslund

AK Jensen

Steve Bennett

Steve Bennett

Carne Group

Suzanne Berg

Suzanne Berg

Pictet Asset Management

Kirsten Bode

Kirsten Bode

Muzinich

Olga Bogdanova

Olga Bogdanova

Citi Private Bank

Michael Collins

Michael Collins

M&G plc

Leah Cox

Leah Cox

IANUA Market

Ritesh Dutta

Ritesh Dutta

SEBA Bank

Mona El Isa

Mona El Isa

Avantgarde Finance

Laurence Fletcher

Laurence Fletcher

Financial Times

Arnaud Gebhart

Arnaud Gebhart

J.P. Morgan Asset Management

Elizabeth Gillam

Elizabeth Gillam

Invesco

Mona El Isa

Dr. Zeynep Hizir

SS&C

Vincent Ingham

Vincent Ingham

EFAMA

Jean Claude Juncker

Jean-Claude Juncker

European Commission

Lou Kiesch

Aleksandra Njagulj

DWS group

Dervedia Thomas

Furio Pietribiasi

Mediolanum Asset Management

Jerome Reboul

Jérôme Reboul

French Autorité des Marchés Financiers

Nancy Saich

Nancy Saich

European Investment Bank

Evert van Walsum

Mitesh Sheth

Newton Investment Management

Henning Swabey

Henning Swabey

Calastone

Carol Tarr

Carol Tarr

Kavedon Kapital

Laurent van Burik

Laurent van Burik

CSSF

Valerie A. Szczepanik

Valerie A. Szczepanik

U.S. Securities and Exchange Commission

Herman Van Rompuy

Herman Van Rompuy

European Policy Centre

Evert van Walsum

Evert van Walsum

European Securities and Markets Authority

Leon Volchyok

Leon Volchyok

The Blackstone Group

 

Moderators

Jacques Elvinger

Jacques Elvinger

Elvinger Hoss Prussen

Luc Frieden

Luc Frieden

Elvinger Hoss Prussen

Lou Kiesch

Lou Kiesch

Deloitte Luxembourg

Elizabeth Lumley

Elizabeth Lumley

The Banker

Dervedia Thomas

Hamish Purdey

FE fundinfo

Jerome Wigny

Jérôme Wigny

Elvinger Hoss Prussen

ESG Publications

Publications

Magazines

Newsletters

Publications

Previous editions

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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