Date

9 February 2021

Location

Webinar

Presented by:

Platinum sponsors:

Gold sponsors:

Silver sponsor:

Conference agenda 2021

Welcome & opening remarks by the Hosts and Chairman

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

Panel Discussion: Navigating fund distribution in Asia

Where are the opportunities across Asia and how have international fund managers responded to date?

How can Luxembourg build on the strong relationship with Asia to leverage its expertise to gain access to the potential of this market?

How has the crisis transformed the distribution landscape in Asia?

How can European managers and distributors capitalise on Asia's fund industry in a digital technology boom?

To what extent does the Greater Bay Wealth Initiative present an opportunity for Luxembourg’s asset management industry?

Stewart Aldcroft, Senior Advisor & MD, Citi Markets & Securities Services
Eric Bruce, Client Director APAC & China, Aberdeen Standard Investments
Amy Cho, CEO, Hong Kong & Head of Intermediary, Asia Pacific, Schroders
Vivek Kudva, Head of APAC Distribution, Franklin Templeton

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

Keynote Interview: The regulators view of developments in cross border fund distribution

Ugo Bassi, Directorate-General for Financial Stability, Financial Services and Capital Markets Union, European Commission

Keynote Interview: Successfully capital raising post Covid-19?

Michael Phillips, Managing Partner, Castik Capital

Panel Discussion: Has the game changed for cross border fund distribution

MiFID II and the inducements rule review – how should you manage and what are the implications for the industry?

How are fees and commissions breaking down barriers? What are the implications for fund distribution?

The impact of Covid-19 on fund distribution across Europe

An overview of cross-border regulations post Covid-19

Regulation and value for money – opinions and challenges and implications of a hard Brexit

Gina Miller, Founding Partner, SCM Direct
Evert Van Walsum, Head of Investors and Issuers Department, European Securities and Markets Authority (ESMA)
Marco Zwick, Director, Commission de Surveillance du Secteur Financier (CSSF)

Keynote Interview: The role of private equity fund managers in shaping economic recovery across the globe

Lord Jim O’Neill, Chair, Chatham House

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

Panel Discussion: Active and passive fund due diligence – Evolving and now more critical than ever?

Best practice due diligence in fund and manager selection – how has it changed in the past year?

Has the international settlement model for ETFs lived up to its promised benefits?

The Woodford scandal – could and should it have been picked up in fund selector due diligence? What are the lessons learned for investors?

Developments in due diligence measures for distributors

How can technology transform due diligence for active and passive fund investors?

Axel Lomholt, Head of ETFs, Vanguard

Panel Discussion: Bonds – the new equities?

Navigating the bond market in a period of crisis management

Why are/ were bonds perceived to be the new equities?

The extraordinary response of central banks to Covid-19 and opportunity for the bond market and investors

After the volatility of equities at the start of the lockdown, are bonds back as a long-term asset class?

Is now the right time to trade bonds opportunistically, to complement equities and other alpha-generating assets?

David Roberts, Head of Global Fixed Income, Liontrust

Interview: Beating the index – Who are the biggest sellers and why?

This session will reveal the biggest successes in European fund management. The biggest sellers from the last year/the last three years/the last five years/ten years and see if those funds made any money/beat the index. What they are doing differently and what impact branding has in fund success will also be discussed.

Chris Chancellor, Senior Director, Global Insights, Broadridge Analytics Solutions

Keynote Interview: the case for investing in Japan

Katie Koch, Co-head of the Fundamental Equity Business, Goldman Sachs Asset Management

Keynote interview

Interview: A spotlight on alternative assets in 2021

Panel Discussion: Has 2020 been a turning point for ESG: How is the asset management industry building back better?

ESG - what does it now mean for different issuers and owners?

As ‘S’ overtakes ‘E’ and ‘G’ as an investor priority, how can you successfully measure the impact of S? Is measuring outcomes the answer?

The rise of ESG in ETF funds – will you need to convert funds to check different indeces if metrics change?

The impact of recent regulatory reforms on how you incorporate sustainability preferences for European investors

ESG is seemingly a beneficiary of Covid-19 – where are investors priorities?

Hortense Bioy, Director, Sustainability Research, EMEA, APAC, Morningstar
Jessica Ground, Global Head of ESG, Capital Group
Andrew Jamieson, Global Head of ETF Product, Citi Group
Charlotte Thorne, Partner, Capital Generation Partners

Moderator: Elisa Battaglia Trovato, Deputy Editor, Professional Wealth Management, Financial Times

Edward Bonham Carter

Keynote Interview: Diversity in the investment industry – next steps

As diversity and racial justice issues continue to make headlines, following the devastating events in the US, how is the funds industry responding? How can it adapt and support the drive for greater equity via its own operations and through ESG investing?

Shola Mos-Shogbamimu, New York Attorney and Solicitor of England & Wales

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

Panel Discussion: Where does the digitalisation of asset management go from here?

The expansion of data warehousing in Luxemburg and opportunities for the asset management industry

How are asset managers evolving in terms of AI and digital to meet the motivations of millennial investors?

Has Covid-19 driven greater and permanent adoption of digital technology in the asset management industry?

What reforms are required for digital distribution, to make this acceleration sustainable and feasible in the future?

What are the next steps for digitalisation in the industry and what do you see being the biggest challenges?

Charles Chang, Professor of Finance, Fanhai International School of Finance, Fudan University
Sharmil Patwa, Founder, Opus Una
Nasir Zubairi, CEO, The Luxembourg House of Financial Technology (LHoFT)

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

Edward Bonham Carter

Leaders Panel: The future – looking to asset management in 2025

The continued disintermediation of investment managers and effects of and impact on fee pressures and profitability in the next few years

How will M&A change the industry by 2025?

The human factor: Diversity and inclusion – what will the workforce of the future look like?

Post Covid-19- where do you believe the asset management industry will be in 2025?

What role will social media have in the industry in 2025?

Automation – where will the asset management industry be in 2025?

What’s next in terms of innovation in the industry?

Ylva Baeckstrom, Lecturer in Finance, King’s College London
David Blumer, Senior Advisor and Chairman of Switzerland, BlackRock
Jakob Stott, Group CEO, Quintet Private Bank

Edward Bonham Carter

Panel Discussion: Brexit and the US elections and implications for international trading patterns

How has Brexit altered the pattern and level of distribution of funds from the EU into the UK? To what extent will there be an impact on Luxembourg and the rest of Europe? How can Luxembourg funds industry promote themselves to maximise interest from the UK and US and beyond?

The US election and potential impact on the industry globally. How do the US and Asia see trading relationships changing?

UCITS and AIFMD post Brexit, including marketing in the EU, dual employment and secondments

What will global regulatory developments mean for the international trading patterns and fund distribution going forward?

Distribution to Latin America – trends and opportunity

John Marshall, British Ambassador to Luxembourg, British Government
Jervis Smith, Country Managing Director, Luxembourg, Vistra
Natalie Westerbarkey, Director & Head of EU Public Policy, Fidelity International

Chairs Closing Remarks and Close of Conference

Event Speakers 2021 / meet the experts

Stewart Aldcroft

Stewart Aldcroft

Citi Markets & Securities Services

Ylva Baeckstrom

Ylva Baeckstrom

King’s College London

Ugo Bassi

Ugo Bassi

European Commission's Directorate General for Financial Stability, Financial Services

Hortense Bioy

Hortense Bioy

Morningstar

David Blumer

David Blumer

BlackRock

Eric Bruce

Eric Bruce

Aberdeen Standard Investments

Chris Chancellor

Chris Chancellor

Broadridge

Charles Chang

Charles Chang

Fanhai International School of Finance, Fudan University

Amy Cho

Amy Cho

Schroders

Jessica Ground

Jacques Elvinger

Elvinger Hoss Prussen

Jessica Ground

Jessica Ground

Capital Group

Andrew Jamieson

Andrew Jamieson

Citi

Lou Kiesch

Lou Kiesch

Deloitte Luxembourg

Katie Koch

Katie Koch

Goldman Sachs Asset Management

Vivek Kudva

Vivek Kudva

Franklin Templeton

Axel Lomholt

Axel Lomholt

Vangaurd

John Marshall

John Marshall

British Government

Gina Miller

Gina Miller

SCM Direct

Shola Mos-Shogbamimu

Shola Mos-Shogbamimu

New York Attorney and Solicitor of England & Wales

Sharmil Patwa

Sharmil Patwa

Opus Una

Michael Phillips

Michael Phillips

Castik Capital Sarl

David Roberts

David Roberts

Liontrust

Jervis Smith

Jervis Smith

Vistra

Jakob Stott

Jakob Stott

Quintet Private Bank

Charlotte Thorne

Charlotte Thorne

Capital Generation Partners

Evert van Walsum

Evert van Walsum

ESMA

Natalie Westerbarkey

Natalie Westerbarkey

Fidelity International

Nasir Zubairi

Nasir Zubairi

The Luxembourg House of Financial Technology (LHoFT)

Marco Zwick

Marco Zwick

Commission de Surveillance du Secteur Financier (CSSF)

 

Moderators

Yuri Bender

Yuri Bender

Professional Wealth Management

Elisa Trovato

Elisa Trovato

Capital Generation Partners

Publications

New

The second edition of Navigating Asia is on its way!

Following the success of Navigating Asia, our second edition will focus on the reporting aspects; topics covered will include regulatory reporting when marketing a foreign domiciled fund and tax implications when investing in Asian securities. The publication will provide these insights for today’s top Asian markets, but will continue to evolve over time to include other types of reporting, including the Risk-based Capital reporting which has already been implemented or is still undergoing implementation. To receive a copy of this second edition, please click here. Happy Reading!

Previous editions

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.
 
 

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

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