european alternative investment funds conference - Speakers's biographies & photos
Prakash Advani is the Country Executive for RBS (Global Banking) Luxembourg SA and RBS plc, Belgian Branch. Prakash is part of the International Banking Division of RBS and has been with the bank in various roles since 1999. As the Country Executive, he is responsible for all AIFMD depositary/custodian activities carried out by RBS in Luxembourg and all banking services provided to corporate, fund, SPV and institutional clients in Belgium and Luxembourg. Prakash is also the Coverage Head of RBS-Belgium. Prior to his current role he was from a Director in the M&A & Corporate Advisory team advising corporate clients and private equity houses. Prakash started with RBS in Relationship Management in Dubai and thereafter moved to Portfolio Management in Brussels. He is a Graduate of Economics from Bombay University and a Chartered Accountant from the Institute of Chartered Accountants of India.
Mr. Arendt is the Managing Director of Natural Le Coultre Luxembourg SA whose corporate purpose is to build, own, lease and manage the Luxembourg Freeport, a state of the art, high-end, secure facility for the storage of fine art and other valuables in a tax friendly environment under customs supervision. Prior to joining NLC, Mr. Arendt was the Executive Vice-President & Chief Financial Officer of Cargolux Airlines International SA and a member of its Executive Committee from October 1998 to December 2011. From 1994 until 1998, he was a member of the Management team of Banque Générale du Luxembourg SA and from 1990 until 1994 he was Vice President at Merrill Lynch. Mr. Arendt is a lawyer by education and holds LLM's from King's College, London University and New York University School of Law. He practiced law for several years with the Luxembourg law firm of Arendt & Medernach and the New York law firms of Shearman & Sterling and Debevoise & Plimpton. Mr. Arendt was named CFO of the Year 2009 by CFO World.
David R.D. Bailey
David is one of the four founders of Augentius. Formed in 2002, Augentius has quickly become the world’s leading independent Private Equity and Real Estate Fund Administrator. Now responsible for the administration of over 260 Funds for over 100 Fund Management Groups, Augentius services circa 6000 investors from its’ offices in London, Guernsey, Jersey, Belfast, Luxembourg, The Netherlands, Cyprus, New York, Cayman, BVI, Mauritius, Singapore and Hong Kong and employs over 200 staff. David has worked together with numerous fund management groups and has considerable experience of the issues and pitfalls experienced by a fund manager. More recently he has been very involved with the implementation of the AIFMD, providing evidence to ESMA and working together with the FSA and UK Treasury on issues relating to the Depositary. David has a Master’s in Business Administration. He is active with both the BVCA and the EVCA and is a regular speaker at industry conferences and events.
Ian joined J.P. Morgan Worldwide Securities Services in 1989 and for the last 5 years has been based in Luxembourg as Head of the Trust and Fiduciary group. In this position he is responsible for the Luxembourg, Belgium, Germany, Switzerland, Denmark, Finland, Norway and Sweden Depository Bank oversight obligations. He is also a member of the Luxembourg Senior Management Team which oversees local corporate governance of the Luxembourg bank entity. Previously he held positions in operations, client services and relationship management based in J.P. Morgan Offices in Bournemouth (U.K.) and Frankfurt. This included setting up the Frankfurt client service group. Prior to joining J.P. Morgan he worked for Barclays International PLC for a period of 5 years, principally in its foreign exchange department, based in London. Ian holds a Business studies diploma and is a member of the association of Professionals in Risk Management (PRIM) in Luxembourg.
Steve Bernat has joined Lemanik Asset Management, one of the leading third party Management Companies in Luxembourg, in April 2012 as Head of Distribution Services. In this role, he is assisting asset managers globally in creating a successful distribution strategy. He has 15 years of experience in the international fund industry and has spent most of his career focusing on the theme of distribution from various perspectives and has thus become an expert in cross-border fund distribution matters. Between 2005 and 2012, he has worked for Citibank within its Securities and Fund Services division. He has held positions within Operations, Product Management and has most recently been responsible for Citi’s business development efforts with global asset managers. Prior to joining Citi, he has held positions at State Street/IFDS, Linedata Services and Pioneer Investments. He is an active member of a number of local, European and international fund industry committees and working groups. He is also the chairman of ALFI’s Distribution Support working group.
Hermann Beythan has been a partner in the Luxembourg office since 1998. He is a member of several industry committees on investment management. He is notably a member of the ABBL/ALFI Depository Forum Steering Group and of the Depositary Committee of the Luxembourg regulator, the CSSF. Hermann’s investment fund practice focuses on complex funds structurings, and he acts regularly as counsel for prestigious investment fund houses. Recently, Hermann has been involved in the structuring of some of the more complex investment fund structures on the market, including upstream private equity structurings, fund of property fund structurings and in the field of the Specialised Investment Funds some of which were dedicated funds for international pension schemes. Hermann is also acknowledged by the market as a regulatory expert in investment management matters. A particular focus of his regulatory practice, apart from cross-border financial service provisions and cross-border private placements, is outsourcing. Hermann is a regular speaker at industry conferences and client seminars. He is a member of several industry committees on investment management, including on pensions funds. Hermann is admitted to the Luxembourg Bar and German Bar.
Arnaud Bon is heading the Fund Services department of SGG S.A., a Luxembourg based group providing corporate and fund administration services from 15 different jurisdictions. SGG Group has been servicing for over 100 years corporate, HNWI and institutional clients. Arnaud is responsible for all services provided from Luxembourg to regulated Private Equity and Real Estate investment funds, including administrative support, accounting and reporting, risk management and substance solutions. In
Arnaud has extensive knowledge of legal and regulatory as well as financial and accounting topics relating to the Real Estate and Private Equity industries. Prior to joining SGG, Arnaud was a lawyer registered with the Paris Bar and practicing in Luxembourg. Arnaud is a member of several working groups within the ALFI and the LPEA.
Dr. Hauke Brede
Dr. Hauke Brede is Chief Risk Officer and Member of the Executive and Investment Committee of Allianz Real Estate (ARE). Dr. Brede left the University of Bamberg as Diplom-Kaufmann (German MBA equivalent) and received his Ph.D. from the University of Berne (CH). Before he joined ARE, he was Director at the US consultancy Gen3 Partners (Boston), Project Leader at Boston Consulting Group (Munich) and Chief Operating Officer (COO) Risk Management Hypo Group (Munich). He is currently also serving as Chairman of INREV’s Public Affairs Committee.
Shoqat Bunglawala is Head of International Product Strategy & Development for Goldman Sachs Asset Management. He serves as a member of the GSAM New Products Committee. Shoqat joined Goldman Sachs in 2004 and was named managing director in 2008. Prior to joining the firm, Shoqat was a vice president in Product Development at JPMorgan Asset Management, where he worked for more than six years. Shoqat earned a BSc (Econ) in International Relations from the London School of Economics in 1996 and then sat a postgraduate qualification at the College of Law, London. He is a CFA charterholder.
Keith Burman is senior managing director for State Street Services in Luxembourg. He is responsible for private equity and real estate activities in Ireland and Luxembourg. From 2004 to November 2011, he was Brown Brothers Harriman & Co.’s senior vice president responsible for real estate investment funds product development, global alternative investment fund services strategy and the company’s regulatory involvement
in Luxembourg. Prior to this role, he was a chartered investment surveyor with LaSalle Investment Management and Jones Lang LaSalle in Luxembourg and London. Mr. Burman holds a Bachelor of Business Science degree (University of Cape Town) and a Masters degree in Property Valuation and Law (City University, London). He co-chairs the Real Estate Funds sub-committee of the Association of the Luxembourg Fund Industry (ALFI) as well as ALFI’s AIFMD Working Group, and sits on the Public Affairs Committee of the European Association of Investors in Non-Listed Real Estate Vehicles (INREV), and the Royal Institution of Chartered Surveyors (RICS) BeLux Board.
Michael represents the private equity industry at the highest levels of government. Based in Brussels, Michael covers both regulatory issues and wider EU political developments for the industry. He joined the EVCA in 2013 from Citigroup, where he was Managing Director for European Government Affairs, with responsibility for a wide range of financial regulatory issues and for advising Citi senior management and clients on developments in the Euro area. Prior to Citigroup, Michael spent four years with the UK Foreign and Commonwealth Office in Brussels, as Financial Counsellor at the UK Permanent Representation to the EU (UKRep). In that role he represented UK Government interests before the EU Institutions, advised senior UK Ministers and officials on the range of economic issues facing the EU, and led the team responsible for macroeconomic policy, financial services regulation, and taxation and fiscal policy. The Alternative Investment Funds Manager’s Directive was part of his team’s responsibilities. Michael has 15 years of experience in the UK civil service, working in Edinburgh, London and Brussels, including 5 years in HM Treasury. Michael holds a First Class degree in Modern History from Wadham College, Oxford, where he was Student Union President, and also holds a postgraduate diploma in management.
Diana Diels, born in 1966 is founding partner of the Luxembourg Association of Family Offices and president of Luxembourg For Family Office. She is a senior executive of the financial sector specialised in wealth Management, Family office and External asset management. She studied economics and has a MBA in Finance. She was accredited by the CSSF in 1994 as Asset Manager and has more than 20 years of experience in Wealth Management. She worked for a Swiss Bank and managed family business in Information Technology, Business Process Outsourcing structures, Datacenters,.... She has experience in financial engineering, management of SOPARFIS and is over 20 years present as an Independent Director at the Board of Directors of several companies (Financial Sector or private held companies).
Michael Ferguson is the Ernst & Young Luxembourg Asset Management Practice Leader and their EMEIA Regulated Investment Funds Leader. His primary responsibility is to lead and develop audit and related services that EY delivers to an international investment management clientele. Michael has over 20 years experience in the investment management industry primarily in Luxembourg, Ireland, the United Kingdom and the United States. Michael is a member of Ernst & Young’s Global Asset Management Advisory Board and of its Global Hedge Fund Committee. His clients include a wide variety of mutual funds, hedge funds and structured products promoted by global asset managers. Michael Ferguson is a member of the Board of Directors of Association of the Luxembourg Fund Industry (ALFI) and chairs and participates in various ALFI committees. Michael is a member of Ernst & Young’s Global Asset Management Advisory Board and its Global Hedge Fund Committee. Michael is also a regular speaker at asset management conferences, including the local ALFI conferences as well as ALFI Road-shows to Asia, the UK and the US. He has written many articles and publications about the investment fund industry. Michael also meets, on a regular basis, the Commission de Surveillance du Secteur Financier (CSSF) to discuss issues impacting the asset management industry.
Laurent Fessmann founded the Baker & McKenzie Luxembourg office in 2010. Laurent Fessmann operates in the fund structuring practice area at Baker & McKenzie notably the formation and on-going assistance of regulated investment funds both for retail investors (UCITS) as well as in the alternative sector (real estate / infrastructure in Private equity / hedge funds (UCITS/SIFs) and debt funds (SIFs/Securitization schemes). Laurent is a member of the Baker & McKenzie global funds steering committee and is a regular speaker at Baker’s client seminars and asset management events.
Jean-Luc Fisch advises a large range of sophisticated investors on all tax aspects of investment funds, private equity, M&A, real estate and structured finance transactions. Jean-Luc holds a Masters (maîtrise en droit) from the Université Montpellier I and an LLM in tax law from the Ludwig-Maximilians-Universität (LMU) München. He became a member of the Luxembourg Bar in 1997. Before joining Elvinger, Hoss & Prussen, he worked for 13 years in the Luxembourg tax department of an international law firm and was a tax partner from 2008. He taught corporate tax law at the University of Luxembourg between 2003 and 2006 and is a regular speaker at tax conferences in Luxembourg and abroad. He publishes regularly on various tax topics. He is a member of the International Fiscal Association (IFA), the American Bar Association (ABA) and the International Bar Association (IBA). He is fluent in English, French, German and Luxembourgish.
Christopher Garbe has an equiv. BA in Economics and Business Administration from the University of Hamburg and an MBA gained from the University of Technology Sydney. He worked for the Australian shopping centre manager & developer “Westfield” as a management executive for several years, before joining Garbe UK in 2006. Christopher Garbe has been a director of the London business since March 2006 and Managing Director since March 2007. In April 2010 he has also been appointed CEO of Garbe Logistic AG and Co-Managing Director of the Holding Company. The Garbe Group of Companies are one of the leading logistics real estate companies in Germany and has also a 45 year track record in developing commercial and residential real estate in Germany and across Europe.
Joëlle Hauser heads the Clifford Chance Luxembourg Investment Funds Department and has been the lead partner on all of the Luxembourg fund matters. Her practice includes infrastructure, retail, real estate, private equity and institutional funds. She is a member of the “Comité OPC” (UCI Committee) of the CSSF and an active member of various working groups of ALFI. “Interviewees say Joëlle Hauser has ‘really exceptional knowledge; she seems to know SICAFs better than the regulator.’ She is considered ‘tremendous for real estate funds.’” Chambers Global 2013: Investment Funds, Luxembourg “Team leader Joëlle Hauser is widely regarded as an authority in real estate funds. She is greatly respected by peers and appreciated by clients for her vast knowledge and ‘ability to always find a solution to our problems. She is reactive, responsive and creative.’” Chambers Global 2012: Investment funds, Luxembourg
Christian joined Linklaters in 2008 having previously gained 5 years of experience with a leading law firm in Paris. As part of his previous and current experience, Christian also worked in Hong-Kong and London. He advises promoters and service providers for their Luxembourg funds operations, both on the UCITS and AIFMD sides. He has strong expertise in financial regulation matters (including implementation of financial sector EU Directives). He assists clients in their negotiations with the regulators and with their internal and external reorganisations. Christian is a member of several working groups of the Association of the Luxembourg Fund Industry (ALFI) and a regular speaker at industry conferences and seminars. He graduated from EDHEC (Grande Ecole) and from the University of Paris (Assas). He has been a member of the Paris Bar since 2003 and a registered foreign lawyer in Luxembourg since 2008.
William Jones is co-founder and senior partner of ManagementPlus Group (“MPL”). MPL was founded in 2006 and provides offshore directorship, management company and consulting services to the alternative investment industry from offices in the Cayman Islands, Luxembourg and Singapore. Mr. Jones was
Global Head of Legal, Compliance and Risk (Alternative Fund Services) at Bank of Bermuda/ HSBC based in London from 2002 to 2005. He was a partner at Agora Capital Management Ltd, a manager specializing in customized alternative investment products, based in Geneva and London from 2000 to 2002. Mr. Jones worked with The Goldman Sachs Group and an affiliate from 1991 to 2000. He was in-house legal counsel to Commodities Corporation, a multi-manager group which was acquired by Goldman Sachs, based in Princeton, New Jersey from 1991 to 1997, and subsequently Head of Legal of Goldman Sachs Asset Management International in London from 1997 to 2000. He was an associate at major New York law firms from 1988 to 1991 specializing in mergers and acquisitions. Mr. Jones has Master of Business Administration and Juris Doctor degrees from Columbia University and a Bachelor of Arts degree from Princeton University. He completed the first INSEAD International Directors Program (“IIDP”) during 2011 and is currently the President of the IIDP Network. Mr Jones is a frequent speaker at international conferences and contributor to fund industry periodicals. He lectures at semi-annual seminars sponsored by the Luxembourg Institute of Directors and provides seminars on corporate governance, most recently to the Maltese fund industry sponsored by the Malta Financial Services Authority.
Henry Kelly is the Managing Director of the Luxembourg-based consultancy firm that he set up in 1999. His firm, KellyConsult Sàrl, is a business advisory company that provides services to the investment fund sector in Luxembourg and internationally. From 1993 - 1999 he was a Managing Director of Fleming Fund Management in Luxembourg (now JP Morgan Asset Management). He is a member of several ALFI technical committees and serves on the Investment Funds Committee of the Luxembourg Institute of Directors. He was a member of the ALFI Executive Committee for ten years (1995 – 2005) and Chairman of the ALFI New Products Committee from its creation in 2003 until 2005. He is an independent director of several investment funds and investment management companies. Prior to joining Flemings in 1993, Henry Kelly worked in the capital markets division of
BNP Paribas for 5 years following 7 years’ experience with Price Waterhouse in Paris, Frankfurt and New York. He has a masters degree in Modern Languages from Cambridge University and is a Member of the Institute of Chartered Accountants.
Alain Kinsch is the Country Managing Partner for Ernst & Young in Luxembourg. Alain has been active as an advisory and auditor to the Private Equity industry for the last 15 years and he led the set-up of the EY Luxembourg Private Equity practice between 2004 and 2012 that now counts over 150 professionals dedicted to Private Equity. Today Alain leads the Private Equity fund practice for EY in EMEIA (Europe, Middle East, India, Africa). Alain Kinsch is the co-chairman of the ALFI Private Equity Committee, the Vice-President of the LPEA (Luxembourg Private Equity and Venture Capital Association), a member of several committes of the Luxembourg financial services regulator (CSSF). Alain holds an MBA from INSEAD, Fontainebleau, an MsC and BsC from the University of Paris-Dauphine and is a Réviseur d’Entreprises (CPA) in Luxembourg.
Over the past 20 years, founder and CEO Bob Kneip has put his vision and energy into building KNEIP into the preferred partner to the fund industry that it is today. He studied at both the University of Paris II-Assas and the Intitut Superieur de Gestion, Paris. The business acumen gained from his past experiences as founder of Chèque-Repas Luxembourg S.A., Managing Director of Germany’s Weka GmbH & Co KG and Managing Director of Luxembourg et Promotion S.àr.l have contributed to KNEIP’s success today. Bob’s many industry, charity and media Directorships serve to add value not just to the company, but to the Industry as a whole. With his dedication to be the reference for the production and disclosure of legal, regulatory and contractual information for the fund industry, Bob’s leadership and authenticity both encourages and inspires.
Pierre Kreemer has 20 years of diversified professional experience in international tax planning services with a focus on Luxembourg. Tax Partner since 2006, he leads the Real Estate & Infrastructure LoB of KPMG Luxembourg since 2013. He is Belgian, married, 3 children, speaks French, English and German with a Business Degree from University of Liège (Belgium). Pierre is regularly involved in large transactions and reorganisations for international clients and focuses on the structuring of (regulated and unregulated) real estate / infrastructure funds and transactions. His clients include very large fund managers, pension funds and sovereign funds. Expertise in holding and finance structures, mergers and acquisitions, joint ventures, debt funds, Islamic finance, AIFMD. He is an active member of the Luxembourg Fund Association (ALFI) Strategy working group for Real Estate Funds and a member of the INREV tax committee.
Deputy CEO, Head of Government and Regulatory Affairs. Jiří Krόl, Deputy CEO, Head of Government and Regulatory Affairs, joined AIMA in April 2010. Jiří started his career at the Czech securities market regulator. He then moved to the European Commission’s Internal Market Directorate-General, where he was responsible for the drafting and negotiation of the Markets in Financial Instruments Directive (MiFID) implementing measures. Previously, Jiří was appointed financial markets policy director in the Czech Ministry of Finance in 2007. In 2009, he led the Czech European Union Presidency’s work in the area of financial services. Jiří studied International Relations, Economics and Politics at Tufts University, London School of Economics and Sciences Po.
Thierry joined Valad Europe in 2013 and has responsibility for the Funds Management operation and is Fund Manager of the Polish Retail Fund. He also assists in the development and launch of new products for equity investors. Thierry was formerly General Manager, Europe, of GE Capital Real Estate’s Global Investment Management division. His previous roles included General Counsel for GE Capital Real Estate Europe and Fund Director of a European private equity real estate fund. He is a graduate from the economic and financial section of the Institut d’Etudes Politiques de Paris (IEP), holds a JD from Paris II Law School and a LL.M from Harvard Law School.
Catherine Martougin is a partner in the Private Equity, Real Estate investments practice area of the law firm Arendt & Medernach (Luxembourg) where she specializes in the formation of alternative investment funds with a strong focus on structuring and organizing significant real estate and private equity investment funds. She represents major international financial institutions, international companies and real estate promoters. She is a member of the Paris Bar and of the Luxembourg Bar. Catherine holds a master’s degree in international business law from the University Paris I Panthéon-Sorbonne and Paris X-Nanterre and is also a graduate of I.E.P. Sciences-Po Paris. Prior to joining Arendt & Medernach in 2003, she worked for four years in the Paris office of the American law firm Willkie Farr & Gallagher LLP. She is a member of the Executive Board of the Real Estate Association of Luxembourg (LuxReal) and is active within the ALFI as co-chair of the Real Estate Marketing working group. She also teaches at the training sessions of the Luxembourg Institute for Training in Banking (IFBL).
Brian McMahon, Managing Director, is responsible for business development for BNY Mellon’s Asset Servicing business in Luxembourg. Brian joined BNY Mellon in Luxembourg in January 2012. His focus is on developing the business in Luxembourg and he is also responsible for Private Equity sales in EMEA. Prior to this Brian held various senior positions in Citi, StateStreet, Mourant, and Deutsche Bank in both traditional and alternative asset servicing. Brian has over 15 years experience in the Funds Industry covering a variety of disciplines. He is a qualified Chartered Accountant (F.C.A), and holds a Batchelor of Commerce. and a Masters in Management Science from University College Dublin.
Patrick Mischo is a partner at Allen & Overy Luxembourg. Patrick specialises in corporate and international tax law. He advises clients on the tax aspects of private equity transactions and international real estate
investments, as well as the structuring of regulated and unregulated investment funds. He also has extensive experience in securitisations, structured finance and capital markets. He regularly publishes articles on tax topics and is a member of the editorial board of Kluwer's Luxembourg magazine ACE (accountancy, tax, audit and corporate law). Patrick is a member of the tax committee of the American Chamber of Commerce in Luxembourg, a member of the private equity working group within the Association of the Luxembourg Fund Industry (ALFI) as a well as a member of the legal committee and the co-chairman of the tax committee of the Luxembourg Private Equity & Venture Capital Association (LPEA). Patrick taught corporate tax law at the University of Luxembourg between 2003 and 2006.
Born in 1962, he holds an ESCEA degree in business economics: Member of the Swiss Acrobatic Ski team, he ranked in the European top five; Dominique was also member of the Finance Committee; 5 years at SIG (Sapal/Bosh) as head of the Asian and Indian markets, as well as head of marketing, controlling, IT , business development and strategy; 9 years as Executive Director at UBS Zürich, investment banking training in New York, restructurings, private equity and M&A; 2 years as a private equity consultant and 1 year at DEFI Gestion, a small and mid caps Pan-European private equity fund; 3 years with Threestones Capital, a real estate and private equity fund investing in Germany (nursing homes); Founder of Swiss Healthcare & Services Capital Fund in 2013.
After studying law in Paris („maîtrise en droit“ at the Sorbonne) and London (LLM at University College), Charles Muller (48) became a Luxembourg barrister („avocat à la Cour“). In 1994 he joined Banque Générale du Luxembourg, where he held various legal positions in the retail, corporate and private banking departments, before being appointed Deputy Secretary General of the Bank. In 2003, he joined ALFI, the Association of the Luxembourg Fund Industry where he held the position of Deputy Director General in charge of i.a. Legal and Tax Affairs, Promotion, Communication and Press Relations. Charles was also a Board member of the world-wide federation of investment fund associations IIFA (International Investment Fund Association), a Board member of the European Federation for Retirement Provision (EFRP) and a member of the Management Committee of the European Fund and Asset Management Association (EFAMA). Since December 2011, Charles Muller is a Partner with KPMG Luxembourg, in charge of the Investment Management arm of the European Financial Services Regulatory Centre of Excellence, based in London.
Claude Niedner is a founding partner of Arendt & Medernach law firm and serves as head of the firm’s Real Estate industry group. He is also a member of the firm’s management board. He specialises in investment funds and works in the UCITS, hedge funds and real estate areas. He has been a member of the Luxembourg Bar since 1993. He is chairman of the Alternative Investments Committee of the Association of the Luxembourg Fund Industry (ALFI). Claude has been actively involved in the AIFMD working group of ALFI, liaising intensively with the public bodies participating in the negotiation process of the directive. He is a regular speaker at international conferences on investment funds related topics. He was a lecturer in financial law at the Université Robert Schuman de Strasbourg (France). Prior to joining the Luxembourg Bar, Claude Niedner worked in the capital markets department of a major Luxembourg bank. Claude Niedner holds a Master's degree in law from the Université Robert Schuman de Strasbourg (France) as well as a Master's degree in business administration from the Hautes Etudes Commerciales (HEC), Paris (France).
Managing Partner Ambolt Management Sarl 2010 until present. Prior to Ambolt, Jarle was a Partner and Head of Real Estate Investments for ABG Sundal Collier (one of the leading Nordic investment banks) where he was for 18 years. From 2001, Jarle managed ABG’s partnership with Acta Fund Advisors, and oversaw the acquisition and asset management of €8 billion in real estate investments. These investments included assets, portfolios and companies totalling 7m square meters of institutional real estate located in Norway, Sweden, Finland, Germany, and the Baltics. Jarle has also acted as an advisor on many of Scandinavia’s largest real estate capital markets transactions, including the IPO’s of Steen and Strom, Oslo Areal, Norgani, Northern Logistic Properties and SPDE and the €3 bn sale of Steen and Strom to Klepierre/ABP. Furthermore, Jarle has acted as advisor to Statsbygg and ROM in Norway, and Technopolis and Sponda in Finland. Previously, Jarle was Head of Research and Real Estate Analyst for Sundal Collier (predecessor to ABG), where he covered all of the listed property companies and advised on several major transactions, including the merger of Aker and RGI and the recapitalization of the listed property company Avantor. Jarle has extensive experience covering the property sector throughout Scandinavia, including prior positions as Head of Research and Real Estate/Shipping Analyst at Alfred Berg Norge AS and Head of Research and Real Estate Analyst at Elcon Securities (predecessor to First Securities). Jarle received his M.Sc. in Economics from The Norwegian School of Management BI and his ICFA from The Norwegian School of Economics and Business Administration (NHH).
Keith is a founding partner and the managing partner of ATOZ. He is also the Global Real Estate leader of TAXAND, the first global network of independent tax advisors. Keith has been a tax specialist for 20 years during which time he has held senior technical and management positions within Ernst & Young, Andersen and TAXAND. As a partner of Ernst & Young, he was head of the real estate industry for Continental Western Europe as well as the tax leader for the asset management team in Europe. Within Andersen, he was responsible for the asset management practice in EMEIA. Keith advises international groups on the design and implementation of global tax strategies with particular emphasis on Global Real Estate and Private Equity funds and is recognized as one of Luxembourg’s leading tax advisers. He has been instrumental in shaping legislative change in coordination with industry bodies. He has sat on a number of key international bodies including the OECD’s collective investment vehicle ICG and the EU Commissions expert group on open-ended real estate funds. He is a regular speaker at national and international conferences on tax related topics and attends high level professional seminars regularly. He is also the author of numerous articles on tax related topics published in various professional journals. He is a member of INREV tax committee and of ALFI (Luxembourg Investment Fund Association) tax commission, chairman of the Double Tax Treaty Sub-Commission and participates in various ad hoc consultative bodies. Recently he has represented ALFI on the OECD workgroup on the application of Double Tax Treaties to Collective Investment Vehicles and was a member of the EU Commission expert group on Open Ended Real Estate Funds.
José María Ortiz
Prior to joining ECE Real Estate Partners in December 2010, from April 2006 to December 2010, José was Group Financial Controller at Hines in Luxembourg, where he was responsible for the co-ordination of the legal and tax structuring process of open-ended and closed-ended fund structures (Fonds Commun de Placement, Fonds d’investissement Spécialisé, FCP-FIS), co-ordination of acquisitions and disposals, finance and cash management, financial reporting, fee structuring, annual budget review and approval. In addition, during José’s time at Hines, he held Directorship functions for Luxembourg limited liability companies (Luxembourg S. à r. l.). Prior to joining Hines in April 2006, José worked from July 1999 to April 2006 at Arthur Andersen-Ernst & Young in Madrid and subsequently in Luxembourg and became a Manager in 2004. Whilst at Arthur Andersen-Ernst & Young, José’s tasks included auditing Luxembourg closed-ended investment funds investing in the European Union in development and operating projects ensuring compliance with IFRS and US GAAP and advising on the set up of different Luxembourg fund structures (FCP, SICAV, SICAR and SICAF). Prior to Arthur Andersen-Ernst & Young, José worked for the Spanish Foreign Affairs Ministry (Casa de América) in Madrid from September 1996 to May 1999, where he was a financial analyst. José obtained a degree in Economics and a PhD in Monetary Markets from the Universidad Complutense de Madrid in 1994 and a Masters in Macroeconomics from the Cámara de Comercio in 1995. Additionally, José obtained the diploma Expert Comptable from the Ordre des Experts Comptables, Luxembourg in 2005. José is fully fluent in Spanish, French and English and has a very good working knowledge in German and Italian.
Joep H. Ottervanger
Joep H. Ottervanger is a partner in the Investment Management Group of Loyens & Loeff N.V. Joep is an expert on investment management structures and fund formation and is active both on the GP and LP side. He represents fund-of-funds and asset managers on their alternative investments which may be structured as funds, managed accounts or similar ‘tailored’ investment structures. On the GP side Joep represents multiple, primarily Dutch or Luxembourg based, fund managers active in a variety of asset classes such as infrastructure, real estate, renewable energy and VC. Joep is a regular speaker on the topic of investment management and a member of the INREV Corporate Governance Committee.
Dr. Roberto Paganoni
Dr. Roberto Paganoni (born 1961) is founding partner and CEO of LGT Capital Partners, a globally active private equity and hedge fund investment firm, which he has been heading since 1997. From 1989 to 1997 he was a consultant at McKinsey & Co. in Dusseldorf, Brussels and Zurich, where he managed international consultancy projects in the field of industrial goods, airlines, telecommunications and financial services. Roberto completed his mechanical engineering studies at the Technical University of Aachen, Germany in 1984 and received a Ph.D in Business from the University of St. Gallen ("HSG") in 1989. He is a Dutch/Italian citizen, teaches at the University of St. Gallen and serves on the board of the Swiss Private Equity and Corporate Finance Association (SECA). He also served on the board of the European Venture Capital Association (EVCA) 2003 – 2007.
Justin is the Commercial Director for Ipes and is responsible for delivering the global business development and marketing strategy to expand Ipes’ profile in its key markets, diversify its product range within its areas of expertise, and grow the firm’s revenue base in a prudent and considered manner. Justin has spent more than 12 years in fund administration, having led the Private Equity department of a London based Private Equity administrator, and as a Director at UBS Fund Services and Deputy Head of the Toronto location, he assisted in the setup and growth of the new operation from nil to $17bn of single manager, fund of fund, and private equity assets, and also Financial Controller for the Cayman back office of Swiss Life Private Equity Partners. Prior to that Justin spent five years with Deloitte and PwC where he qualified as a Chartered Accountant (Canada). Justin is also a CFA charter holder and a full Member of the Chartered Institute for Securities & Investment.
Chief Executive of the European Investment Fund (EIF) since 2008. Main achievements: over the last three years of economic recession, he has successfully expanded EIF’s countercyclical role and doubled its impact on the provision of finance for growth and innovation. Under Richard Pelly’s leadership, the EIF has not only broadened its geographical reach but also considerably developed its product range to meet existing market needs and to help develop the venture and growth across Europe, as well as Bank lending to SMEs.
Business Development Manager, Branch Manager, Corporate Finance Director in the International Corporate Division, Head of Structured Finance in the Paris office, and finally Chief Operating Officer, BZW France, Barclays Bank (1977-1997)
Chairman and CEO of Budapest Bank, GE Capital platform in Hungary (1998-2004)
CEO of UK Business Finance (2004-2005) within GE Commercial Finance
Managing Director of Structured Asset Finance at Lloyds TSB Bank in London where he forged a 160-strong team providing project, property and asset finance on a global basis (2005- 2007)
Honours degree in Psychology from Durham University, U.K.
Diploma from the Institute of Bankers, U.K.
MBA with distinction at INSEAD Fontainebleau, France.
OBE in the Queen’s Honours List for Services to the Community in Hungary and to the Budapest Festival Orchestra (2003)
Hungarian Minister of Economy Medal for services to the development of the SME sector.
Richard Pelly is married with three children and is active in various voluntary sector organisations.
Christophe Reech is the Reech AIM Group’s Founder, Chairman and CEO. He has over 25 years’ of experience in investment banking and is a specialist in Derivatives, Financing and Risk Management. In 1999, Christophe established Reech Capital PLC, an independent derivative valuations and pricing house, which was acquired by SunGard in 2004. Prior to that, Christophe was part of the senior management team that set up and ran the derivatives divisions at Nikko Europe, Commerz Financial Products (the former derivatives arm of Commerzbank) and Banque Paribas (now part of BNP Paribas). He is recognised as an innovator in finance, and was awarded Risk Magazine’s “Risk Technologist of the Year” award in 2004. In 2002, Time Magazine short-listed him in its Top 25 European Innovators for his visionary concepts and the following year, Capital IT included him in its Top 30 European Innovating Company Executives.
Mr. Reid is Senior Vice President and Managing Director of International based in London. Prior to this, Mr. Reid served as co-head of SS&C's global hedge fund administration business and was responsible for operations management and oversight, client service and new business development. Mr. Reid has more than 25 years of experience in investment services, technology and operations for financial services and has held various senior executive positions in accounting and operations, financial services and investment consulting. Previously, Mr. Reid was Senior Vice President of Investment Operations, Accounting and Systems for Conning Asset Management, and Vice president of Mellon Global Securities Services. Mr. Reid has an undergraduate degree in Accounting from the University of Rhode Island in Kingston, RI.
Daniel Richards is a Partner in the Ogier group, practising Luxembourg and Jersey law. As a Luxembourg Advocate, Jersey Advocate and English Solicitor, Daniel’s practice is focused on Luxembourg and Jersey investment funds and related portfolio transaction structuring. Daniel's multi-jurisdictional team provides full service advice through the life-cycle of structures for these client relationships from initial fund domicile / structuring advice, including on a comparitive basis, through to fund launch, followed by corporate, tax and acquisition finance work for funds' portfolio acquisition / holding structures, to City of London client service standards. Prior to joining Ogier in 2005, Daniel qualified and practised at Hogan Lovells in London following education at Cambridge University. He was recognised by Legal 500 in 2011.
Jeff Rupp is the Director of Public Affairs at INREV, a position he has held since the spring of 2011. In that role, he leads INREV’s efforts to track and shape the development of European regulatory initiatives that could affect non-listed real estate investment. He is based in Brussels, where INREV opened a Public Affairs office in the spring of 2012. He was also formerly responsible for the professional standards portfolio at INREV, covering topics such as corporate governance, reporting, due diligence, secondary markets and liquidity, and sustainability. Jeff worked for several years as a writer and editor in the field of non-listed real estate funds before coming to INREV. A lawyer, he has also worked in Germany, Italy, Turkey and in Washington DC, where he was involved in legislative and regulatory development. Jeff received both a BA in economics and JD in international law from the College of William and Mary.
Lawrence M. Shindell
Lawrence M. Shindell is Chairman of New York-headquartered ARIS Title Insurance Corporation, a division of NASDAQ-traded Argo Group (AGII), an international specialty insurance company. A lawyer by profession, Mr. Shindell holds licenses in a number of U.S. jurisdictions including admission before the Bar of the Supreme Court of the United States. He regularly advises, speaks and writes on the legal title risks inherent in the global art and collectibles market for a range of market stakeholders and participants including the institutional commercial, not-for-profit, audit-accountancy, legal advisory, financial services, D&O/E&O insurance and private equity or alternative asset investment fund sectors. He has provided expert testimony of first‐impression in matters before the United States Tax Court on the interrelationship among legal title, valuation and tax questions involving tangible personal property. ARIS Title Insurance Corporation is the world leader in securing legal ownership to non-real estate property assets for multiple industry sectors.
Hans W. Stuckart
From July 2000 until June 2004 senior auditor in financial services for KPMG in Frankfurt, responsible for valuations, audit of property loans and audits of private equity vehicles. In the following term from June 2004 until January 2008 senior portfolio manager for Commerz Real, responsible for a shopping centre portfolio in Canada (>€1bn) for the open ended global property fund. Member of shareholder and advisory committees. From 2007 on management of two open ended institutional property funds, invested in shopping centers, office buildings and warehousing (>€1bn). From January 2008 to February 2011 Head of Asset Management and head of German operations for the UK private equity property investment company Catalyst Capital GmbH in Frankfurt. Responsible for the successful realization of implemented business plans, new acquisitions, due diligence, financial reporting and modeling and asset management for opportunistic retail (>€170m) and office properties (>€50m). Successful work out, refinancing and repositioning of the German portfolio. Since March 2011 Director at CORPUS SIREO Investment Management S.à.r.l. in Luxembourg and responsible fund manager of Sireo Immobilienfonds No. 4 SICAV-FIS. Degrees in Business Administration and Real Estate Portfolio Management (EBS).
Johan Terblanche, attorney, is a partner practicing in the Investment Management department of Loyens & Loeff, Luxembourg. He specialises in the structuring of investment funds and regulated business with special focus on alternative funds and advising managers and investors. Johan regularly speaks at conferences and funds events, has published articles in several industry publications and is a member of several working groups of ALFI (Association of the Luxembourg Fund Industry) and LPEA (Luxembourg Private Equity Association).
Laurent is Chief Executive Officer of Alter Domus Group and Global Head, Fund Services. Before joining Alter Domus in January 2012, Laurent was Managing Director and Country Executive at JP Morgan Bank, Luxembourg. He also served as Managing Director of RBC Dexia Investor Services Luxembourg and was a Member of the Group Executive Committee from 2006 until 2009. Laurent also held Senior Executive roles for Dexia Fund Services and Dexia Bil from 1993 until 2006.
Serge Weyland has over 15 years of experience in alternative investment funds servicing. In his current role at CACEIS he is responsible for North American & UK based clients serviced globally. Such clients include hedge funds and private equity managers trading private debt and using CACEIS as a service provider in various locations including Luxembourg, Ireland, Germany, France and North America. He plays an active role in the global AIFMD taskforce and is involved in product development and strategic projects around hedge fund, private equity and real estate servicing. He is also a member of the hedge funds working group of the Association of the Luxembourg Fund Industry (ALFI).
Jérôme Wigny holds a "licence en droit belge" from the Université Catholique de Louvain-la-Neuve. He became a member of the Luxembourg Bar in 1994 and worked as an assistant with Slaughter and May (London) in 1995. He became a partner of Elvinger, Hoss & Prussen in 2001. He specialises in the field of investment funds, in particular UCITS and alternative investment funds. He is chairman of the Corporate Governance Working Group and a member of various other commissions of the Luxembourg Association
of Investment Funds (ALFI). He is a regular speaker at conferences and seminars, in particular in relation to
investment fund-related topics, and is an invited professor at Hautes Etudes Commerciales (HEC), Liège (Belgium).
James Williams is the News Editor at Hedgeweek, a fully digital newswire wire service that covers all aspects of the global hedge fund industry. James joined Hedgeweek in June 2010, where he reports on key developments spanning fund performance and strategy, legal and regulatory issues, technology and risk management. In addition, James has contributed articles on the hedge fund industry and capital markets to the likes of the Financial Times, International Financial Review Asia, and Dow Jones Financial News. Prior to joining Hedgeweek, James lived in Hong Kong between 2001 and 2010 where he plied his trade as a financial copywriter. Before leaving Hong Kong, James worked at JP Morgan Treasury & Securities Services as an in-house editor.
Jérôme Wittamer serves as Managing Director at Genii Capital, now running Genii’s Investment Management business after launching Genii’s Corporate Finance Advisory practice. Prior to joining Genii Capital, he served as Group CFO at DCL Group, co-founded several companies and held various executive and board positions. Earlier in his career, Jérôme served for seven years as senior member of the management team at BIP Investment Partners S.A. a listed investment company. While at BIP Investment Partners, he co-founded VOXmobile, a mobile telephone operator, where he served as Board Member and CFO. The company was sold to Orange. Jérôme also successfully invested in media and communication technology companies such as EVS, OPTION and Evertz. Over the years he has been active in multiple nonprofit organisations supporting education and entrepreneurship (JEL), Luxembourg’s internet connectivity (LUCIX) and Luxembourg’s Venture Capital & Private Equity ecosystem (LPEA). Jérôme Wittamer graduated Cum Laude from Université Catholique de Louvain, where he obtained a Master of Law. He received his MBA from the RSM Erasmus Graduate School of Business