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Understanding Investing 简体中文网页 Members section

spring conference - speakers' biographies


Peter Arnold
Peter Arnold is a Managing Director and Global Head of IFD (Institutional Fund Distribution). Peter has been with Citi for 13 years. For the first 7 years Peter was instrumental in helping to build the Structured Solutions  Franchise in the Nordic region. During that time ,CITI Markets Franchise grew to be one of the largest in the region. The Institutional Fund distribution group sits within the Multi Asset group in Markets. Peter's group is responsible for the origination and Marketing of 3rd Party funds to Institutional investors globally , Multi asset solutions and funds involving Quantitative Algorithmic strategies and Emerging market non-standard products. The team is currently based in London ,New York, Hong Kong and Singapore. Peter has twenty two years' experience in Fixed income products, Financial solution derivatives, raising 3rd party assets and has worked at JP Morgan , Bloomberg , UBS and Societe General prior to joining CITI in 2001. Peter currently sits on the Management committee for the Multi Asset group.



Ian Barnes
Ian joined J.P. Morgan Worldwide Securities Services in 1989 and for the last 7 years has been based in Luxembourg as Head of the Trust and Fiduciary group for Continental Europe. In this position he is responsible for the Luxembourg, Belgium, Denmark, Finland, Germany, Netherlands, Norway, Sweden and Switzerland Depository Bank oversight obligations groups. 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.




Silke Bernard
Silke Bernard is Managing Associate in the Investment Management Group of Linklaters LLP in Luxembourg. Silke passed the First and Second State Examinations in Germany and holds a Master of Law (DESS) in France. Silke is admitted to the Bar in Germany and Luxembourg. Silke advises and works extensively with the asset management groups of prime international banks, notably including major German and Swiss investment fund houses. Within Linklaters' Investment Management Group Silke is one of the main contacts for German speaking clients. Silke has broad experience in the UCITS universe ranging from day-to-day assistance to large UCITS platforms to the innovative and challenging structuring of sophisticated UCITS products. Silke has been co-leading the IMG UCITS IV project. Besides UCITS, Silke also has broad experience with the setting-up and ongoing assistance to various types of Specialised Investment Funds including notably upstream private equity and fund of real estate structuring, hedge funds and tailor-made vehicles for dedicated investors with specific (e.g. regulatory or other) needs. Silke is actively participating in several ALFI working groups (including on pensions and ManCo substance) and is a member of the EFAMA pensions steering committee. She is a regular conference speaker.




Germain Birgen
With some 30 years of experience in the Luxembourg finance and fund industry, Germain Birgen is heading up the business development of the professional banking division of Banque de Luxembourg. Prior to this, he was a Managing Director and Head of HSBC Securities Services Luxembourg and more recently he led the Client Solutions Europe division within RBC Investor and Treasury Services. He has also been instrumental, both within HSBC Group and the Luxembourg financial sector in establishing and promoting servicing models in Islamic finance. Over the years, he has been an active member of various industry bodies, associations, committees and working groups with the Luxembourg Stock Exchange, the Association of the Luxembourg Fund Industry (ALFI) and Luxembourg for Finance (LFF). Germain is a Luxembourg national and has always been based in Luxembourg.




Aymeric Blanc
Aymeric started his career at BNP Paribas CIB in London in 2004, where he worked for 2 years on the equity derivatives desk, selling delta-one products to pan-European clients. From 2006 to 2011 Aymeric worked at Blackrock in Paris where he served  as a Vice President in charge of selling ETFs to French institutional clients. Since 2012, Aymeric has been responsible within Lyxor AM of the coverage of Institutional clients in Luxembourg and France, in charge of distributing the Lyxor ETF range. Aymeric holds a Master’s Degree in Economics and Finance from Audencia Business School in Nantes.




Georges Bock
Georges Bock is Managing Partner of KPMG in Luxembourg, member of KPMG Europe LLP.  Georges Bock joined KPMG Audit in 1991 where he acquired in-depth knowledge of the banking business and of financial instruments. In 1994, he joined KPMG Tax Advisers and was promoted partner in January 2000. In his 23 years within KPMG in Luxembourg, Georges Bock has specialised in Structured Finance, Capital Markets, UCITS tax aspects and international taxation for banks and investment funds. Moreover he is leading as a Global Chairman KPMG’s Funds tax Network. He is a recognised author of numerous articles and publications on banking and Investment Management and actively twitters on Investment Management News. He is married with two children.




Jonathan Bowers
CVC Credit Partners manages $12bn in assets across 37 vehicles in the US and Europe across CLOs, Credit opportunities, and managed account strategies. Jonathan founded CVC Cordatus in 2006 and manages the European performing credit business and European Credit Opportunities Vehicle.  Prior to CVC he worked in European Leveraged Finance group at Deutsche Bank (Bankers Trust) as a senior director originating and structuring numerous financings for leveraged buyouts and corporates.







Freddy Brausch
As a senior industry figure, Freddy is regularly sought after for advice and opinions about the evolution of the fund industry sector in Luxembourg. Freddy is the Managing Partner of Linklaters LLP in Luxembourg and has been a partner in the Investment Management Group since 1985. He represents some of the most important prime investment banks and asset managers, on all aspects of their investment management business including the structuring of traditional, as well as alternative investment fund products. He has been involved in the servicing side of asset management, advising global custodians, asset managers, administrators and securities settlement houses. Freddy is also a member of the key Luxembourg bodies. He is a permanent member of the “Haut Comité de Place”, a think tank set up by the Luxembourg Ministry of Finance to preserve the main advantages of the financial centre. This instance gathers selected representatives from the Luxembourg Insurance Commission, the Luxembourg’s Financial Sector Supervisory Commission, the professional associations (ABBL, ALFI, ACA and the Professional of the Financial Sector), the most important law firms and the fiduciaries as well as the government. He also sits on several advisory committees of the Luxembourg Financial Sector Supervisory Commission particularly on the ones dealing with investment funds, pension funds, private equity and venture capital funds.




Angus Canvin
Angus is senior policy adviser, regulatory affairs, at the UK's investment/asset management industry trade association, The Investment Association, which represents the second-largest asset management industry in the world. Current position follows extensive public service in financial services regulatory policy (European Parliament, UK FSA and Bank of England). Angus was then a member of the Goldman Sachs’ EMEA government relations team prior to joining The Investment Association.




Rémi Charrier
More than 20 year experience in banking, insurance, financial guarantee and multilateral institutions, especially in structured finance. Currently Head of International Business Development at EIF - European Investment Fund (EIB Group), in charge of the establishment of new programmes between EIF and institutions such as the European Commission and the EIB. Previously Managing Director at CIFG and senior positions at AGF (Allianz Group), Standard & Poor’s and Credit Lyonnais. Graduated from Ecole Supérieure de Commerce de Paris (ESCP-EAP), France





Benjamin Collette
Benjamin is an Advisory & Consulting Partner. He joined Deloitte in 2006 and is specialised in Strategy and Operations set-up and efficiency engagements. He leads the Global Investment Management Consulting Practice. In Luxembourg, he is a member of the Executive Committee of the Firm and in charge of the Strategy, the Corporate Finance as well as the Regulatory Practices. His areas of activities include Asset Management and Services clients, Global Custody and Banking clients for traditional and alternative assets as well as Wealth Managers. Before joining Deloitte, Benjamin served as Management Consultant with McKinsey and Company Inc., and as Director for the company servicing Independent Financial Advisors: Moventum. Benjamin Started his career at Fortis where he worked in the Trading Room as a currency options trader and later in the Corporate Finance Department on various M&A files.



Joanna Cound
Joanna Cound, Managing Director, heads up BlackRock's Public Policy team in Europe. She is a member of BlackRock's Global Government Affairs Steering Committee, BlackRock's European Operating Committee and BlackRock's Leadership Council in Europe. She is also a board member of the European Fund and Asset Management Association (EFAMA, the European Capital Markets Institute (ECMI) and the Institutional Money Market Fund Association (IMMFA). Prior to moving to this role, Ms. Cound was International COO for BlackRock's Cash Management Group. Ms. Cound's service with the firm dates back to 1996, including her years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006.  Ms. Cound earned a BA degree in European studies from Loughborough University and a masters in European studies from the College of Europe in Bruges, Belgium. She also has an MBA from the London Business School.




Sébastien Danloy
Sébastien Danloy is Managing Director, Luxembourg and CEO of RBC Dexia Investor Services Bank S.A.  He is leading the Luxembourg Management Committee and works with the local management teams to build a sustainable business growth strategy. Prior to his present role, Sébastien was working with Société Générale Securities Services where he served as Global Head of Sales & Relationship Management.  He also held senior roles with BNP Paribas Securities Services and State Street. Sébastien Danloy graduated from the Solvay Business School of Economics & Management, Université Libre de Bruxelles.





Peter De Proft
Peter De Proft is the Director General of EFAMA (The European Fund and Asset Management Association), a position he took up in October 2007.  Prior to his appointment with EFAMA, he was CEO at Fortis Investment Management Belgium (2004-2007), where he was responsible for the development and implementation of the global Fortis Investments strategy at Belgian level, and he has also previously held the position of Executive Director at Banque Nagelmackers 1747 / Groupe Delta Lloyd (1995-2004).  Prior to that Peter was Director of the Fixed Income Department at Petercam (from September 1988 until April 1995) and he was also a Central Banker in the Department of Public Funds from May 1980 until September 1988. Peter has held a number of board positions in the fund & asset management industry, including Chairman of the Board of BEAMA (Belgian Asset Managers Association), Board Member and Vice Chairman of Febelfin (2002-2006); Board Member of FEFSI/EFAMA  (2002-2004). He was Chairman of the International Investment Funds Association (IIFA) from May 2009 to September 2011. Other positions have included the MiFID Level 3 expert consultative group, and previously the MiFID Level 2 Consultative Working Group of Market Participants (2004-2005), and the Efficiency Expert Group of the European Commission for enhancing the single market framework for investment funds (January-June 2006). He is Chairman of the Administrative Committee of the European Parliamentary Financial Services Forum (EPFSF) and serves on the Board of Directors of the European Money Markets Institute (EMMI). Peter is a member of ESMA’s Securities and Markets Stakeholder Group (SMSG).  He was re-elected Vice-Chair of that Group in January 2014. A trained lawyer, Peter was educated at The Free University, Brussels, where he received a degree in Law (with specialisation in economic, financial and tax law) in 1976, and an additional degree in Economic Law in 1977.



Marty Dobbins

Martin Dobbins is the Country Head for the State Street Group and its affiliates in Luxembourg and is the Managing Director of State Street Bank Luxembourg. In this role, he is responsible for the business strategy and governance of the organization and chairs the management board. Mr. Dobbins was previously the chief operating officer and head of fund administration for State Street in Luxembourg. During his 29 years at State Street, Mr. Dobbins has held senior positions in collective investments, custody and information technology in Europe, the United States and Asia-Pacific. His previous positions in Europe included regional director of operations management, European director of global funds solution – consultancy, and head of fund services and information technology (Munich). Mr. Dobbins holds a bachelor’s degree in finance and banking from Suffolk University and a master’s degree in international finance from Suffolk University’s executive Masters of Business Administration program. Mr. Dobbins is an ABBL Board Member and chairs the ABBL Depositary Cluster. He previously chaired the ALFI Operational Committee and chairs the ABBL/ALFI Depositary Forum. He is a member of the CSSF Banking Committee and the Depositary Committee. He’s also Board member of IFDS Luxembourg and State Street Services Luxembourg.




Nathalie Dogniez
Nathalie is a partner at PwC Luxembourg. With more than 25 years of experience serving asset managers and investment funds, she coordinates PwC Asset Management Regulatory Services in Europe. Her expertise ranges from UCITS to AIFMD implementation, including responsible investment products. She is deeply involved in ALFI working groups where she (co)chairs working groups such as UCITS eligible assets, AIFMD reporting and money market funds. She is a regular speaker on regulatory topics such as UCITS, AIFMD and SRI.





Symon Drake-Brockman
Symon is CEO of Pemberton which specialises in Direct Lending and Private Lending to European Corporates.  In August last year Legal and General became a 40% partner in Pemberton.   Prior to this he was Global Head of Debt Markets at Royal Bank of Scotland, responsible for all trading and underwriting risk across investment and non-investment grade debt, and CEO of RBS Americas. Previously Mr Drake-Brockman worked for ING Barings, where he was the Global Head of Debt Products from 1998-2001 and Regional Head of Financial Markets in Asia-Pacific from 1994-1998. He began his career at JP Morgan as a corporate debt trader




Michèle Eisenhuth
Michèle Eisenhuth is a Partner in the Investment Management practice of Arendt & Medernach and a member of the firm’s strategy board. She specialises in investment fund law, advising domestic and international clients on the corporate, regulatory and compliance aspects of the structuring and reorganisation of investment funds, with a particular focus on UCITS, alternative UCITS, ETFs and hedge funds. She has been a member of the Luxembourg Bar since 1995. Michèle sits on the board of several funds launched by international asset management groups. She is also a chairman or active member of various committees of Alfi as well as ad hoc committees set up by the CSSF. She is also a regular speaker at conferences in Luxembourg or abroad. She is a member of the European Banking Federation, more particularly involved in the Investment Funds Issue Group and a lecturer at the Luxembourg Institute for Training in Banking.




Roger Exwood
Roger Exwood is the head of the BlackRock Product Tax team in EMEA, having earlier joined iShares Europe as Director of Tax at the beginning of 2009. He took up his current role in April 2010 and was promoted to Managing Director in 2012. He was previously Head of Operational Tax for UBS Global Asset Management, a position he took up after 11 years with the Deutsche Bank group in fund management tax roles. Roger is a past Chairman of the Investment Management Association tax committee and is currently active with EFAMA (the European Funds and Asset Management Association). The BlackRock EMEA Product Tax team has grown from six to eleven strong and oversees the tax issues of approximately $1tn of assets, including a diverse range of alternatives strategies and traditional funds as well as iShares. 




Michel Foucher
Geographer and diplomat, he is presently Senior Advisor at the Compagnie Financière Jacques Coeur (France), and he is holding the Chair of applied geopolitics at the College of World Studies (Paris). He served as Director of the Policy Planning Staff at the French Foreign Office, special advisor to the Foreign Minister, Ambassador to Latvia and Ambassador at large on EU affairs. He is member of the Scientific Board of the Robert Schuman Foundation in Paris and co-editor of the yearly Schuman Report on the State of the Union (English version with Springer in Berlin). His last presentations include a speech on Eurasia at the World Policy Conference in Seoul (Dec. 2014) and on Freedom and Security as European challenges at Tönissteiner Kreis (Berlin, Jan.2015). Among his last books,The battle of maps, a critical analysis of the visions of the world (electronic and bilingual version at Ipad/Itunes, 2013).




Gudrun Göbel
Gudrun Göbel is Chief Operating Officer, Director of Risk Oversight and Conducting Officer at RBS (Luxembourg) S.A.. RBS is one of the largest third-party management companies in the Luxembourg jurisdiction offering full management company or unbundled services. Gudrun holds a Diploma in Mathematics and Economics. She held positions in operations, client relationship, and product management within the Transfer Agencies of State Street and SociétéGénérale Securities Services. At SGSS Luxembourg she was recently as COO for Fund Processing Services responsible for the operational teams of the Transfer Agency and the Global Fund Trading Platform. Since June 2014, Gudrun is holding the position as COO, Director of Risk Oversight and Conducting Officer at RBS (Luxembourg), contributing with her experience and knowledge to oversee, support and strengthen the investment funds serviced by RBS. Gudrun and her teams are very engaged in market associations like ALFI and EFAMA, chairing or participating in working groups, with focus on regulatory and market infrastructural influences.



Jean Guill
Jean Guill has been Director General of the “Commission de surveillance du secteur financier” (CSSF) since May 2009. Before moving to that post, he was Director of the Treasury in the Luxembourg Ministry of Finance from 1998. He started his professional career in 1974 at the “Commissariat au contrôle des banques”. From 1978 to 1979 Jean Guill was in Washington in the office of the Executive Director for Luxembourg at the International Monetary Fund (IMF) and the World Bank. During his time in the Finance Ministry, he was an Alternate Governor of the World Bank and the European Bank for Reconstruction and Development (EBRD) as well as a State representative in the Boards of different national institutions and companies. He is a member of the Board of Supervisors of ESMA, the European Securities and Markets Authority.




Philippe Hoss
Philippe Hoss, "maître en droit", holds a post graduate degree (DEA) in business law and has been a member of the Luxembourg Bar since 1987. He worked as an assistant with Slaughter and May (London) in 1987-1988. His principal fields of activity are mergers and acquisitions, capital markets, securitisations, banking, finance, securities and investment funds. He is a member of the "Comité des Marchés de Valeurs Mobilières" (Securities' Markets Committee) and of the various Working Groups in capital markets and securitisation matters set up by the "Commission de Surveillance du Secteur Financier", the Luxembourg regulator of the financial sector. He lectures on various business and financial law matters at Luxembourg University and on company law in the courses for admittance to the Luxembourg Bar.





Gast Juncker
Gast Juncker's principal fields of activity are investment funds and investment companies. He advises clients in relation to the set-up and structuring of their Luxembourg investment fund operations. Admitted to the Luxembourg Bar in April 1993.
Joined Elvinger, Hoss & Prussen in February 1993 and became partner at Elvinger, Hoss & Prussen in 2000.
He is a member of the IBA and of various work groups of ALFI (Luxembourg investment fund association).






Lisa Kealy
Lisa leads EY’s EMEIA ETF working group; is our leader of EY’s Irish Regulated Funds practice and is a member of our EMEIA Regulated Funds steering group. Lisa chairs the Irish Funds Industry Association’s (IFIA) ETF Committee and sits on both the IFIA’s UCITS Product & Events Committees. Lisa is a recognised expert in the asset management industry, contributing written reports on both the European and global ETF market in addition to a variety of industry topics which impact on investment funds, market dynamics and regulatory topics. Lisa has also spoken at a number of international conferences in various European and Asian cities.




Bob Kneip
Over the past 22 years, Bob Kneip—founder and CEO of KNEIP—has focused on helping asset managers increase their efficiency in meeting recurring investor disclosure needs and regulatory reporting obligations. Since 1998, he has steered the company’s efforts exclusively towards the investment fund industry with confirmed experts, industry-leading technology, and field-tested processes. His vision is to be the place asset managers come for peace of mind in regulatory reporting and investor disclosure. Bob actively participates in national and international industry bodies, in Corporate Social Responsibility initiatives, and enjoys sharing his passion for Pop Art.




Claude Kremer
Claude Kremer is a Founding Partner of Arendt & Medernach and Head of the firm’s Investment Management business unit. His whole professional career has been devoted to the global fund and asset management industry advising clients on the setting up of Luxembourg investment and pension funds and providing legal support to asset managers, depositaries and other asset servicers with regard to the structuring and development of their businesses in Luxembourg. In October 2014, Claude was elected to the Board of Directors of the International Investment Funds Association (IIFA) which brings together 41 regional and national investment fund associations on a worldwide basis with a view to facilitate the continued growth of the investment funds sector internationally. From June 2011 until June 2013, Claude served as president of the European Fund and Asset Management Association (EFAMA). From May 2007 until June 2011, he was chairman of the Association of the Luxembourg Fund Industry (ALFI). In 2005, he was a member of the EU Commission expert group on market efficiency for the asset management sector. Claude is a member of several advisory committees to the Commission for the Supervision of the Luxembourg Financial Sector (CSSF). He sits on the board of various listed companies and international asset management groups as well as their fund ranges in Luxembourg. Claude is co-author of a book entitled Collective Investment Schemes in Luxembourg: Law and Practice (Oxford University Press, March 2014), which was first published in French (Les organismes de placement collectif en droit luxembourgeois, Larcier, Brussels, 3rd edition, 2014). In addition, he is a lecturer in fund law at the University of Luxembourg. A member of the Luxembourg Bar since 1982, Claude holds Master's degrees in law and history from the Université Pierre Mendès France de Grenoble (France) and a Master's degree in accounting and finance from the London School of Economics and Political Science (U.K.). Languages: English, French, German and Luxembourgish.




Bing Li
Bing LI heads up the Asset Management Department at ICBC(Europe)S.A. after moving to Luxembourg from Shanghai in 2012. He has various positions within ICBC Group spanning 16 years, such as Senior Investment Advisor in the Private Banking, Head of Risk Management Division, Deputy Head of Credit Analysis Division. He has a profound knowledge of the Chinese asset management industry with extensive exposure to QFII and RQFII investments in a wide spectrum of investment products, from structured products and derivatives to fixed income, private equity and hedge funds. He has a BEc in investment from Shanghai University of Finance and Economics and an MSc (distinction) in Finance from the University of Manchester, where he was awarded the 2007-2008 British Chevening Scholar by the British Foreign and Commonwealth Office. He is a Chartered Financial Analyst (CFA), a member of the China Institute of Certified Public Accountants (CPA) and Fellowship of Chartered Certified Accountants (FCCA).




Nicolas Mackel
Nicolas Mackel is CEO of Luxembourg for Finance, the Agency for the Development of the Financial Centre, since July 2013.Nicolas is a career diplomat. He has graduated with a law degree from the University of Aix-­‐en-­Provence, and holds two post-­‐graduate diplomas in European law from the Sorbonne University, respectively the College of Europe in Bruges where he then also served as teaching assistant in the Law Department. He worked as a legal clerk at the European Court of justice before joining the Ministry of Foreign Affairs in1999. His assignments focused on the successive EU Treaty negotiations (Amsterdam, Nice, Constitution, Lisbon). Nicolas was consecutively posted at Luxembourg's Permanent Representation to the EU (2002-­‐07), as Deputy Chief of Mission at Luxembourg's Embassy in Washington DC (2007-‐11) and as Consul General in Shanghai (2011-‐13) where he was in charge of promoting Luxembourg's economic interests throughout China as the Executive Director of the Luxembourg Trade and Investment Office.



Steven Maijoor
Steven Maijoor is the Chair of the European Securities and Markets Authority (ESMA).  He took up office on 1 April 2011 and is the first chair of the authority and has been appointed for a term of 5 years.  He is responsible for chairing ESMA’s Board of Supervisors and Management Board. Prior to taking up this role, Steven was Managing Director at the AFM, the Dutch financial markets regulator, where he was responsible for, amongst other areas, overseeing the integrity of financial markets, financial reporting and auditing, and prospectuses and public offerings.  In his regulatory role Steven has held a number of international positions, including the Chairmanship of IFIAR (International Forum of Independent Audit Regulators). Before joining the AFM, Steven was the Dean of the School of Business and Economics at Maastricht University, and had pursued a long career in academia which included a variety of positions at Maastricht University and the University of Southern California. He holds a PhD in Business Economics on the regulation of financial reporting from Maastricht University, and is currently a Professor at the Vrije Universiteit, Amsterdam.




Nadia Manzari

Nadia graduated in law from the University Robert Schumann in Strasbourg and holds a postgraduate DJCE (Diplôme de Juriste Conseil d’Entreprise) degree with a focus on German-French business law. For the time being she is participating in module 10 of the International Directors Programme at INSEAD. She started her professional career in 2000 at a law firm in Luxembourg before joining the banking supervision department at the CSSF in 2001. Nadia is member of various national and international committees and expert groups. At national level she is member of the HCPF FinTech Working Group. At European level she is member of the European Banking Authority (EBA) Task force on virtual currencies, of the EBA Task force on payment services (TFPS), of the EBA Standing committee on consumer protection and financial innovation (SConfin) and of the EBA Subgroup on Governance and Remuneration. She is also national expert at the European Commission for the payment services directive, payment account directive and the e-money directive. She represents the CSSF in the task force on Corporate Governance of the Basel Committee of Banking Supervision (BCBS). Moreover, Nadia is Speaker at several conferences, covering payment services, remuneration policies and corporate governance at national and international level. She is regulator at residence in the International Directors Programme at INSEAD




François Masquelier
François Masquelier has been Head of Corporate Finance and Treasury with RTL Group since November 1997. Before he worked for Eridania Béghin-Say (Coordination Centre) and ABN AMRO. He is Doctor in Tax Law and has degree in Economy and Administration from the University and Business School of Liège and has a post degree in Management from the Solvay Business School. He is the President of Association of Corporate Treasurers of Luxembourg (ATEL). He is also Honorary Chairman and Founder of Euro Associations of Corporate Treasurers. François Masquelier is a regular contributor to different corporate finance and treasury magazines and newspapers. He is Editorial Director of the “Magazine du Trésorier”, quarterly publication dedicated to Treasury and Corporate Finance issues.




Shawn McNinch
Shawn McNinch is a Senior Vice President and Global Head of Exchange Traded Fund Services at Brown Brothers Harriman. Shawn has over 20 years of experience in the financial services industry. He joined BBH in 2009, prior to which he worked at Barclays Global Investors as a Senior Principal in the iShares (ETFs) product strategy group. Shawn worked on numerous strategic initiatives for the iShares business, including assisting with the launch of new ETFs, developing a distribution strategy, conducting a technology assessment to position the business for growth, and assessing numerous new business opportunities. Shawn has worked as a Senior Director at Investors Bank and Trust, where he was the senior relationship officer for several clients, including Barclays Global Investors, its largest client. Shawn has also worked as a Senior Manager at BearingPoint/Andersen Business Consulting, focusing on selling and executing strategic consulting engagements for financial services firms. He began his career in financial services at Merrill Lynch. Shawn graduated from Syracuse University, and has an MBA degree from the Leonard N. Stern School of Business at New York University. He holds Series 7 and Series 63 FINRA registrations.



Harry Nash
Harry Nash has two primary roles within Franklin Templeton.  These are Conducting Officer and Director of the Luxembourg Management Company, responsible for FT’s Luxembourg UCITS and European AIFs. He also leads the Enterprise Bank Relationship team globally managing the relationships with the FT’s primary banking partners. He joined Franklin Templeton in 2006 to head International  Fund Accounting and Reporting  in Asia, India and Europe and subsequently has led the global Operational Risk group within FT’s administration division. Prior to Franklin Templeton, he was Head of Fund Accounting for JPMorgan Luxembourg and BNY Mellon in the UK as well as working as Financial Controller in a range of insurance and financial services businesses. He has a Bachelor of Commerce and is a Chartered Accountant.




Frédéric Perard
Frédéric Perard is regional head of Luxembourg and offshore centres and location head of BNP Paribas Securities Services Luxembourg.  He is also a member of the BNP Paribas Securities Services executive committee. Prior to this, he was head of product management for global custody and fund services. Having begun his career with JP Morgan in 1986 in the fund administration and technology area, he joined Paribas in 1999 and worked on a number of major projects like the merge between BNP and Paribas prior to heading investment management operations.  He is a member of several industry working groups and is in charge of the operational techniques committee at ALFI. Frédéric holds a BSc in finance and economics from the Institut Catholique des Hautes Etudes Commerciales in Brussels.




Olivier Portenseigne
Olivier is Chief Commercial Officer at Fundsquare, member of the Executive Committee and responsible for the business development of the Fund Market Infrastructure since the 1st of February 2013. Olivier has had 15 years’ experience in the fund industry and he previously held various senior management positions at RBC Investor Services where he was successively responsible for the setup and development of the distribution support platform, Head of Shareholder Services in Luxembourg and finally Director of Product Management for Shareholder Services and Distribution Support globally.




Raffaele Russo
Raffaele Russo is the Head of the BEPS Project at the OECD Centre for Tax Policy and Administration. Previously he was Head of the Non-Compliance Unit at the OECD, in charge of the work on Aggressive Tax Planning and on Tax Crimes. Prior to that, he worked on the OECD Model Tax Convention and the OECD Transfer Pricing Guidelines, as well as on Exchange of Information matters. He obtained his Law Degree from the University Federico II (Naples, Italy), and his LLM in International Taxation from the University of Leiden in the Netherlands, both cum laude. He is the author of several articles on international tax matters and editor and co-author of several books. He is a frequent speaker at conferences and seminars.





Marc Saluzzi
French, 51 years old, graduated from the "ISG" (Institut Supérieur de Gestion) in Paris. Marc is also Réviseur d'entreprises agréé. He joined PwC in 1986, was admitted as a partner in 1996 and has more than 30 years of experience in the Asset Management Industry in Luxembourg and in the US. Between 2006 and 2010, Marc led the PwC Global Asset Management practice. Marc is a member of the CSSF-OPC Committee, advising the Luxembourg fund regulator on laws and regulations impacting the fund industry in Luxembourg. Since June 2011, Marc is the Chairman of ALFI, the Luxembourg fund association.





Thomas Seale
Thomas Seale is CEO of European Fund Administration  in Luxembourg. Mr. Seale is a Member of the CSSF OPC Committee, Chairman of LUXFLAG (Luxembourg Fund Labelling Agency), Member of the Board of ALFI (Association of the Luxembourg Fund Industry), past Chairman of  ALFI’s Responsible Investing Technical Committee and ALFI’s Microfinance Sub-Committee. Before EFA, Mr Seale was Managing Director and Country Corporate Officer for Citibank Luxembourg, led Product Marketing for The Citibank Private Bank in Switzerland, and worked as a Management Consultant for the Mac Group in Paris and Los Angeles. Mr. Seale holds an MA in Economics and an MBA from the University of California at Los Angeles. He received his BA in Economics from the University of California at Santa Cruz and he spent a year studying abroad at St. Andrews University in Scotland.



Jean-Louis Schiltz
Jean-Louis Schiltz is a partner with Schiltz&Schiltz, avocats à la Cour. His areas of practice are: Technology (TMT internet) and Regulatory as well as M&A and Finance. He is a Guest Professor at Luxembourg University, where he teaches internet- and telecommunications law. He has also been teaching at his alma mater, the University of Paris I (Panthéon-Sorbonne) in the past. Jean-Louis SCHILTZ is a member of the Broadband Commission of the United Nations.  He also serves on the Advisory Board of the Smart Sustainable Development Model (SSDM) of the International Telecommunications Union (ITU). From 2004 to 2009, Jean-Louis SCHILTZ was a Cabinet minister in Luxembourg. He was in charge of media and telecommunications, including internet. During the same period, he was also the minister for international development cooperation. He was Luxembourg’s Minister of Defense between 2006 and 2009.



Mark Stevenson
click here




Paul Stillabower
As Managing Director, Sales and Distribution (S&D) Development, Paul represents S&D across client, industry and competitor initiatives. Working closely with other RBC I&TS functions, Paul ensures that client requirements, along with industry and competitor trends, are appropriately incorporated into RBC I&TS product roadmaps and positioned with S&D teams. Paul brings over 20 years’ experience in the financial services industry, including almost 20 years in securities services. He has held a variety of roles in this area, including managing businesses, running operations, overseeing sales and relationship management and developing strategies. Paul spent 12 years with Royal Bank of Canada, and 9 years with HSBC prior to returning to RBC three years ago.






Philip Warland

Philip has spent more than thirty years in the financial services industry.  After spending over twenty years with the Bank of England including spells in the Governor’s office and as Chief Press Officer he went to Standard Chartered Bank as a Group Deputy General Manager. After that he spent ten years as Director General of the UK’s asset management trade association, now the Investment Management Association.  This gave him a detailed knowledge of the industry which he both used and added to from 2001 to 2006 when he was a Senior Adviser with the Investment Management practice of PricewaterhouseCoopers in London and Brussels. In 2006 he joined the City headhunters Halsey Consulting, and in July 2009 was appointed to the new role of Head of Public Policy at Fidelity International. Philip was the founder-chairman of the Oasis Charitable Trust in 1986.  It operates with disadvantaged young people in eleven countries and is the sponsor of thirty nine City Academies in the UK.  He chaired the trust until 2006.



Franck Wassmer
Franck joined BNY Mellon Luxembourg in 2000 and is currently acting as Head of the Luxembourg Depositary Bank services and CSSF approved conducting officer of the Luxembourg Bank. Franck is also an active member in various local and European industry committees and working groups (e.g. ALFI, ABBL, ETDF…). Prior to joining The Bank of New York Mellon, Franck was an audit manager for PricewaterhouseCoopers Luxembourg specialized in investment funds and banks. 




Niek van der Weide
Dutch national , married one son
Since 1 November 2014 Executive Vice President Sales and Marketing responsible for all commercial and sales activities for Cargolux worldwide-Member of the Executive Committee.
November 2009 – 31 July 2014 Vice President Cargo Sales responsible for commercial cargo business and sales at Qatar Airways based in Doha , Qatar(retired from Qatar Airways)
July 2009 – November 2009 consulting activities in cargo industry  for  interim period
November 2006 – July 2009 Executive Vice President Commercial/Board Member of Cargo B airlines in Brussels - co-founder of the only all cargo airline in Belgium operating 2 Boeing 747-400 freighter aircraft
January 2003 – October 2006 Senior Vice President Sales & Marketing European Cargo Service in Brussels/Paris  - holding company which owned 22 subsidiaries and 54 offices worldwide acting  as Cargo General Sales and Services Agent representing large number of international airlines. Before that also worked for 12 years at Martinair Holland from 1985-1997 in various management positions last one was as Vice President sales & Marketing Cargo




Jane Wilkinson
Jane Wilkinson is a Partner at KPMG Luxembourg, serving audit and advisory clients, particularly focused on alternative investments and responsible investing.  Jane leads KPMG Luxembourg’s Sustainability Services team assisting organisations to implement corporate responsibility strategies, ESG investment processes, improve sustainability reporting.  Jane has over 20 years’ experience in the financial sector and is a qualified Chartered Accountant (UK) and a Réviseur d’Entreprises (Luxembourg).  Jane participates in different industry working groups at ALFI and LPEA (Luxembourg Private Equity Association) and chairs the ALFI Responsible Investing Market Intelligence working group.  She regularly shares her knowledge and expertise at conferences worldwide as a speaker on responsible investing and alternative investments.  Jane is a Board member of Ile aux Clowns asbl, a charity of professional hospital clowns visiting children, the elderly and isolated persons in hospital, care centres and at home.  She is also Managing Director of the KPMG Luxembourg Foundation and is responsible for KPMG’s internal CSR programme.


Oleg Williamson
Oleg Williamson has over 10 years of experience in treasury and finance with US multinationals. His current areas of responsibilities are Cash & Liquidity management, Short Term Investments, FX risk management and Bank relationships in EMEA.







Deborah Zurkow
Deborah is the CIO and Head of the Infrastructure Debt Team at Allianz Global Investors. The team was established in September 2012 to develop the institutional investor debt market in infrastructure and  to secure investments in the sector for Allianz Global Investor’s parent, Allianz SE and third party investors. Since its inception, the team  has made over €2 billion of debt investments in a variety of infrastructure sectors, including greenfield PPPs, utility financings and re-financings, including  various landmark transactions, such as the L2 Marseille bypass and the M8 in Scotland. Before joining AGI she was CEO of Trifinium Advisors Limited, and head of Public Finance EMEA for MBIA UK Insurance Limited. She was responsible for the oversight for new business efforts in infrastructure, including government-supported entities, transportation, utilities and Public Private Partnerships/Private Finance Initiative financings.  She also previously served as a Director of MBIA UK Insurance Limited, and as President of MBIA Assurance S.A. Previously, she managed MBIA’s Paris office, where she was responsible for both structured and public sector business, and worked on a variety of transactions including French securitisations and European local government financings. Deborah holds an MBA from Yale School of Management, and a BA from Wellesley College. She’s a member of the International Project Finance Assoc. (IPFA) Council of Management.



Updated on 20/03/15  
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