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Understanding Investing 简体中文网页 Members section

global distribution conference - speakers 'biographies

Frederic BATARDY has more than 25 years’ experience in the financial sector. He has been particularly involved with US tax issues and tax reporting obligations at large. As Deputy Group Head of Tax, he has led the group wide tax implementation of the QI Program, the European Savings Directive and FATCA for a Luxembourg Headquartered Banking Group. Mr. Batardy was actively involved in the works of the Luxembourg Bankers’ Association (ABBL) and the European Banking Federation (EBF) regarding US taxation and the automatic exchange of information. He held the post of Chairman of the US tax issues Working Groups of both ABBL and EBF for many years. He has recently joined the Tax Directorate of the Luxembourg Ministry of Finance.

Silke Bernard, Counsel, IMG Linklaters Luxembourg. A fully qualified lawyer in both Germany and Luxembourg.  Silke works extensively with the asset management groups of prime international banks and is one of the main contacts for German speaking clients.  Silke has broad experience with the structuring of various types of alternative investment funds (regulated and unregulated) and with tailored fund structuring (sovereign funds, insurance, pension). Silke is also experienced in innovative and sophisticated UCITS products. Silke is a chairperson of the ALFI ELTIF working group and pensions and long term savings committee and is active in other ALFI working groups.

Laurent Bouchet, Head of Product Development at European Fund Administration (EFA), is in charge of designing, launching and commercialising new products and services specialised in fund administration activities. With more than 16 years of experience in the financial sector, of which 9 at EFA, Laurent previously worked for a life-insurance company in Luxembourg as Product Manager. He holds a Master degree in Business Economics from the University of “Sciences Politiques” of Grenoble (France).

Freddy Brausch is Managing Partner of Linklaters LLP in Luxembourg and partner in the Investment Management group since 1985. Freddy represents some of the prime investment banks and asset managers in all aspects of their investment management business including the structuring of traditional and alternative investment fund products. He is regularly sought after for advice and opinions about the evolution of the Luxembourg fund sector. Freddy is a member of the key Luxembourg advisory and law-making bodies including the “Haut Comité de Place” and several committees of the CSSF, and is a regular conference speaker.

Nicolas Buck is an Entrepreneur. He holds a degree in economics from the University of Bath (UK) and is a Wirtschaftsingenieur from the Hochschule für Druck ind Medien in Stuttgart. Co-founder of Victor Buck Services, sold in 2012 to P&T Luxembourg, he created Seqvoia with his long time partner Renaud Jamar, a company realizing software for the fund industry. He holds various independent board positions in banking and private equity. He is deputy chairman of Fedil,  Luxembourg business federation and chairman of Nyuko a non profit organisation whose vision it is to turn Luxembourg into a Start up Nation

Andrea Cattaneo is the Head of BNP Paribas Securities Services Brazil since January 2015. He is responsible for the strategic development of the location, focusing on increasing the domestic custody and funds services franchise of Securities Services in Brazil for domestic and international clients. Additionally, Andrea actively promotes the transversal coordination across the region and between business lines. He is a member of Banco BNP Paribas Brazil Executive Committee. Andrea has over 10 years of experience in Securities Services where he held several positions covering operational, product and client development, before becoming Head of Asset Manager Solutions in 2011. In his most recent role, he was responsible for launching and coordinating the Global Funds initiatives and actively participating in the strategic development across Europe, Latin America and Asia for Securities Services. Andrea is a graduate in Finance and Economics following a 3 year experience in a legal and advisory firm in Milan, and holds an executive education programme at INSEAD. 

Marc Chandler has 30 years experience analyzing, writing and trading in the global capital markets.  He joined Brown Brothers Harriman in 2005 to head up a team of global strategists.  Previously he worked at Deutsche Bank, Mellon Bank and HSBC.  He is a prolific writer and speaker.  His book "Malking Sense of the Dollar" was published by Bloomberg in 2009 and won a Bronze award from Independent Publisher.   He is an associate professor of International Politcal Economy at New York University's Center for Global Affairs and Visiting Executive Lecturer at Darden School of Business Administration at the University of Virgina.   His blog is found at www.marctomarket.com.
Michael Chow Yuk Sing is managing director and responsible officer of Fullgoal Asset Management (HK) Limited. Prior to joining Fullgoal Asset Management (HK) Limited, Mr. Chow was executive director at China International Capital Corporation from 2011 to 2012. From 1998 to 2011, Mr. Chow held various senior positions at MCL Assets Limited, Superfund Financial (HK) Limited, American Express Bank and MFS International Limited. Mr. Chow started his asset management career as assistant director at Jardine Fleming Unit Trusts Limited from 1992 to 1998. Mr. Chow has over 20 years of asset management experience in sales and marketing, business development and office management in Asia.
Mr. Choy Peng Wah is the Vice Chairman, Board of Directors and Chief Executive Officer of Harvest Global Investments Limited (HGI). In addition, he is the Chairman of Harvest Global Investments (UK) Limited. Prior to joining Harvest, Mr. Choy Peng Wah was the Deputy Chief Executive Officer of Fullerton Fund Management Company Limited. Before that, Mr. Choy was the Chief Executive Officer at Deutsche Asset Management Asia, ex-Japan, based in Singapore. During his time, he was responsible for Deutsche’s expansion into South Korea, India and China. Mr. Choy started his career at Citibank Singapore as an executive trainee and has worked in Citibank’s offices in New York and Hong Kong in a variety of capacities. Mr. Choy graduated from McGill University in Canada with a Masters in Business Administration.
 

Kristel Cools, recently appointed Group Head of Asset Management at KBL European Private Bankers, has nearly 20 years of experience in banking and asset management in senior roles. In this newly created position, Cools assumes responsibility for the management and sales of all group funds. A graduate of the University of Antwerp who holds a degree in commercial engineering, Cools most recently served as Head of Group Networks at BNP Paribas Investment Partners Belgium, where she was also a member of the Executive Committee.

Gian Luigi Costanzo is Senior Adviser for European Business Development of China Universal Asset Management and Independent Board Member of China Universal Sicav. In addition, he is Founder & CEO of Atman Advisory, a company providing consulting and advisory services. He is also Senior Lecturer at LIUC University. Mr. Costanzo has over 30 years experience in the asset management and financial services business, as CEO/CIO of the asset management activities of Banca Intesa in the 1990s and of Assicurazioni Generali from 2001 until 2013. He is a Graduate in Economics at Bocconi University and at The University of Chicago.

Kristina Danielson is an Executive Director and Head of Global Client Portal Distribution at UBS Global Asset Management, where she is responsible for developing an integrated portal for the asset management business to enhance client service, operational efficiency and client user experience. Kristina has been with UBS for 15 years in various managemet roles responsible for on-line strategy and business development, change management, overseeing business and production processes as well as technology implementation and operation. Prior to joining UBS Global Asset Management division, Kristina was responsible for communication and marketing at the UBS Chief Investment Office Wealth Management positioning the CIO WM via media, advertising, podcasts, video publications, thought leadership conferences, client advisor meetings and client events. She has also been heading the Web Communication Channles team for the UBS Chief Communication Officer being responsible for the group-wide content management systems for public corporate web sites. Prior to joining UBS, Kristina was working for Arthur Andersen in Stockholm and Zürich as an audior and consultant.

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.

Jose Carlos Doherty is graduated from the Federal University of Brasilia (UnB), Finance Executive MBA from INSPER and GAMP Certificate from Georgetown /ESADE. Doherty joined Anbima in 2006 as Head of Market Supervision and was appointed CEO in 2012. Over the last 25 years he worked at CVM and Bovespa (Brazil), where he worked in the development of rules and operational structures for foreign investments in capital market . Doherty also worked at financial institutions: Deutsche Bank, BankBoston, Bank of America and Brown Brothers Harriman & Co. Since 2012 he chairs the IOSCO-AMCC, representing ANBIMA in international regulatory and self-regulatory forums.

Chris Edge has 27 years’ experience in the financial services industry, mainly with Chase Manhattan Bank Luxembourg and its successor business under J.P.Morgan. Chris left J.P.Morgan in 2005 to build a business offering savings and investment service propositions for UK retail clients. In 2009/10 he built a mobile payment business in East Africa. Chris re-joined J.P.Morgan in 2011 and was appointed Managing Director of its Luxembourg bank once more. Chris was appointed Head of HSBC Securities Services Luxembourg in September 2014.

Pierre Etienne joined Pictet & Cie (Europe) S.A. in Luxembourg in 2002 and was appointed Managing Director in 2010. He has been a member of the Management Committee of Pictet Luxembourg since 2002 originally responsible for the administrative and operational activities of the Group's investment fund platform. In 2009 he also joined the Management Committee of the Group's custodian bank in Geneva. Before joining Pictet, he held a number of management positions, including head of finance and operations at Banque Fortis in Luxembourg and director of e-banking at Banque Générale du Luxembourg. Pierre holds a degree in Civil Engineering & Applied Mathematics from the Université Catholique de Louvain and an MBA in Finance from Chicago Business School.

Michael Ferguson is the EY 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 25 years experience in the investment management industry primarily in Luxembourg, Ireland, the United Kingdom and the United States. Michael is a member of EY’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 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.    

Noël Fessey, as Schroders' Global Head of Fund Services,  runs teams in London and Luxembourg that look after more than 200 open and closed-ended funds in Luxembourg, the UK, Jersey, Guernsey and Ireland. He also provides leadership for Schroders' fund services in other countries around the world. Noel is the managing director of Schroder Investment Management (Luxembourg) S.A. and has lived and worked in Luxembourg for twelve years. Noel was elected a member of ALFI's board of directors in 2005.

Stephanie Flanders delivers insight into the economy and financial markets to professional investors across the UK, Europe and globally. Stephanie was previously the economics editor at the BBC. Prior to joining the BBC, Stephanie worked in a variety of roles including being a reporter at the New York Times, speechwriter and senior advisor to US Treasury Secretaries Robert Rubin and Lawrence Summers, a Financial Times leader-writer and columnist, and an economist at the Institute for Fiscal Studies and London Business School. Stephanie obtained a first class degree in Philosophy, Politics and Economic from the University of Oxford and attended Harvard University’s Kennedy School of Government.

Stéphane Giordano joined SG Global Banking & Investor Solutions (GBIS) Public Affairs team in late 2013. He has been a delegate to AMAFI (the representative body for professionals working in the securities industry and financial markets in France) since 2008, and has been elected as AMAFI’s chairman in October 2014. He also sits on AMF (Autorité des Marchés Financiers) Markets Consultative Commission. Prior to that, from 2008 to 2013, Stéphane headed Paris based cash equity execution teams and was the Chairman of SG broker for Continental Europe. Stéphane joined Société Générale in 1996 as an Inspector within the internal audit and advisory department. Stéphane Giordano is a graduate of Ecole Polytechnique.

Jean‑Marc Goy is the Counsel for International Affairs of the Luxembourg Supervisory Authority of the Financial Sector, where he is in charge of ensuring the communication and relations with foreign Supervisory Authorities. He is representing the CSSF within a number of international forums, such as the ESMA Investment Management Standing Committee and its Sub‑Groups, IOSCO and the Enlarged Contact Group. He lectures at the University of Luxembourg and he is the Vice‑President of the Board of the Luxembourg Institute of Socio‑Economic Research. Before joining the CSSF in 1998, Jean‑Marc worked as an attorney‑at‑law for a Luxembourg law firm. He has studied law at the University of Montpellier, where he earned a Master and a postgraduate degree.

Jon Griffin is Managing Director and CEO of JPMorgan Asset Management (JPMAME) in Luxembourg. JPMAME is an approved UCITS and AIF Management Company supervising the activities of JPMorgan’s Luxembourg domiciled mutual fund ranges. JPMAME provides distribution, administrative, operational and client servicing capabilities and has branches in Austria, France, Greece, Germany, Italy, Netherlands, Spain and Sweden. JPMAME is the largest promoter of funds domiciled in Luxembourg with assets under management of around $270 billion. Jon has had prior assignments within the JPMorgan Group in Frankfurt, London and Tokyo and has been an ALFI Board member since 2005.

Nannette Hechler-Fayd’herbe has been with Credit Suisse since 1999. She originally joined the group as the Head of Swiss Fixed Income and Credit Research at CSFB. She then transferred in 2006 to Credit Suisse’s Private Banking division, where she thereafter was put in charge of global fixed-income and credit strategy advice. In 2011, she took responsibility for Global Financial Markets Research and was thus in charge of research and investment recommendations across all asset classes. Since August 2013, she is Head of Investment Strategy for the Private Banking & Wealth Management division. She also serves on  the Board of Trustees of the Credit Suisse pension fund Switzerland and on the board of the International Capital Market Association. Ms. Hechler-Fayd’herbe is married and the mother of two children. In her spare time she enjoys playing the piano and likes to go sailing around the Mediterranean with her family as often as possible.

Marc Hengen is Managing Director of ACA since March 2013. After 18 years of professional experience in the Luxembourgish insurance sector, he joined the Executive Committee of ACA in 2010. He is also a member of the Executive Committee of the UEL (Union des Entreprises luxembourgeoises) and Secretary General of AGERE (Association des gestionnaires d’entreprises de réassurances). Mr. Marc Hengen holds a Master degree in Law from the Robert Schuman University of Strasbourg.

Olav Jones is Deputy Director General at Insurance Europe, which represents the European insurance industry. He is responsible for all issues relating to Prudential Regulation, Financial Reporting, Investments and International Affairs. He is also a member of the IFRS Advisory Council and Vice-Chair of the EIOPA’s Insurance and Re-Insurance Stakeholder Group. After studying Engineering and then Finance, he started as a consultant with Oliver, Wyman and Company. He then spent 15 years in the insurance industry working at Prudential Plc, Fortis Insurance and Ageas primarily in risk focused roles including Chief Risk Officer.

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. He had been admitted to the Luxembourg Bar in April 1993. Gast 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).

 

Martina Kelly is Deputy Head of the Markets Policy Division within the Central Bank of Ireland with particular responsibility for investment funds policy.  In that capacity she is directly involved with the development of the Irish regulatory regime applicable to authorised investment funds and their service providers. Martina represents the Central Bank at the ESMA Investment Management Standing Committee.  She also participated in the European Union Council Working Groups on files such as AIFMD and UCITS V.

 

Raymond Krawczykowski Raymond Krawczykowski is an International Tax Partner in Deloitte’s Luxembourg office, heading the Tax department. He is focusing on Merger and Acquisition transaction as well as Alternative Investment Funds. Raymond has over 22 years of tax experience. He spent four years in London with Andersen focusing on cross-border tax advisory work for U.S. and UK-based groups investing in Europe. Raymond advises clients on a wide variety of international tax issues, including mergers and acquisitions, assistance with structuring acquisitions, repatriation of income planning, leveraging acquisition vehicles and tax structuring of infrastructure funds for major US, Australian, Canadian and UK Private Equity houses.

Mr. Carlos Massaru Takahashi is CEO at BB Asset Management DTVM since October 2009. BB DTVM manages over BRL 500 billion in funds and managed accounts and has maintained the top position in Latin America since 1994. Mr. Takahashi has over 35 years of experience within Banco do Brasil Group. Prior to joining BB DTVM in 2007, Carlos
had held senior management positions in Banco do Brasil’s Private Banking and Corporate Banking businesses. Previously, he served as Head of Banco do Brasil’s retail branches operations both in Rio de Janeiro and São Paulo cities. He currently serves as Senior Vice President of ANBIMA – Brazilian Financial and Capital Markets Association and is on the Board of Directors of BB Securities London, New York, Singapore, and NeoEnergia. He is the Chairman of RTM. He holds a Bachelor and Master Degrees in Business

Sheila Nicoll joined Schroders in September 2014. Her financial services regulatory career began in 1982. She was Senior Advisor at EY in 2013/14, focused on the asset management sector having been Director of Conduct Policy at the Financial Services Authority (FSA) between 2009 and 2013, and joined the FSA as Director of Retail Firms Division in 2007. Previously she was Deputy Chief Executive of the Investment Management Association and held several policy roles at the London Stock Exchange.She is a modern Language graduate and is a board member of the European Funds and Asset Management Association. 

Claude Niedner is a founding partner of Arendt & Medernach and a member of the firm's strategy 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 is chairman of the AIFMD working group of ALFI and has liaised intensively with the public bodies participating in the negotiation process of the directive. Claude 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).

Hervé Noël, who was born in 1956, is Vice-Chairman of the Belgian Association of Pension Institutions since 1987 and Board Member of the European Association of Paritarian Institutions (AEIP) that represents the social protection institutions jointly managed by social partners. He is heading the employee benefits department at ENGIE (formerly GDF-SUEZ) since 1980 and is Director of Pension Funds & Life Insurance operating for the ENGIE Group and the gas and electricity sector in Belgium. Hervé Noël has a Master Degree in Economics and Social Sciences (University of Namur, Belgium, 1978), he is married and father of 4 children.

 

Mathias Lentz a native Luxembourger. He studied in England, France, the United States and Switzerland. 4 years ago he moved to China to learn the language and worked for a Shanghainese constructor. 2 years ago he joined the family brewery and in helping to develop the Bofferding brand in China. Simultaneously he graduated from Jiaotong University with an MBA. Since June of this year he is back in Luxembourg and works in the French sales department and still keeps an eye on the China market.
 

 

Keith O'Donnell is a Founding Partner and the Managing Partner of ATOZ Tax Advisers Luxembourg, a high-end independent advisory firm offering a comprehensive and integrated range of tax and corporate implementation services. He is also the Global Real Estate leader of Taxand, the global organisation of independent tax advisors. 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 recognised as one of Luxembourg’s leading tax advisers. He has been instrumental in shaping legislative change in coordination with industry bodies.

Jefferson Oliveira currently serves as PwC’s Luxembourg Financial Services Advisory Director with major focus on inbound and outbound business with Latin America. Jefferson has over eighteen years  experience within the Management Consulting and Corporate Finance fields, possesses in-depth expertise on international markets and has led several initiatives that range from the market entry,  go-to-market strategies, internationalization programs for both Latin America and Foreign companies, merger & acquisitions, initial public offerings,, product portfolio launch, target operating model as well as program management. Jefferson has a solid track record of successful projects within the Asset Management, Investment Banking and Capital Markets industries besides a relevant living experience in the Brazilian, UK, U.S., European and Southeast Asian markets. Jefferson is an active member in various FS industry working committees. Jefferson holds a B.S. from Pontificia Universidade Catolica de Sao Paulo, an MBA degree from Universidade de Sao Paulo and Executive Education from INSEAD Singapore.

Since 2011, within AXA IM, Ghislain Périssé is in charge of the business development of the Insurance segment and of the Solvency II services. For 7 years Ghislain was a managing director-head of structuring/analytics within Merrill Lynch and Morgan Stanley CM in charge of delivering cross asset solutions to institutional and wholesale clients in London, New York and Asia. Before for 6 years he worked at Societe Generale to help them setting up their Alternative Investment arm (Hedge funds, structured products, etc). And he started as a quantitative analyst at Commerzbank in Germany in 1998. He holds an Ecole Polytechnique degree as well as a PhD in applied Mathematics

 

Olivier Portenseigne is responsible for the business development and product management of Fundsquare. He has long experience in the fund industry and he previously held various management positions in major asset servicing companies where he was responsible for the setup and development of a fund distribution platform, head of transfer agency and global head of product management for these two services. Olivier is also member of the ALFI TA steering Committee and Fund Platform Group.

 

Geoff Radcliffe, Managing Director, heads BlackRock EMEA Fund Administration with responsibilities extending into Asia Pacific.  The EMEA population is 1,100 funds with fund assets, primarily in UK, Luxembourg & Ireland, exceeding US$900 billion. He leads teams in various countries which focus on change management, exception management and risk management. He joined BlackRock in 1998 and has 30 years of fund, accounting and banking experience gained in Luxembourg, Bermuda, London and Isle of Man. He is a chartered accountant, resident in Luxembourg and a director of BlackRock funds and group companies. He was appointed to the ALFI board of directors in 2013.

Gavin Rankin has 19 years’ worth of finance experience, starting his career at Goldman Sachs, working with their hedge fund clients in London and New York. Mr Rankin moved into wealth management in 2004, and has held a variety of senior investment roles at UBS and Citi Private Bank. In his current role he is responsible for the delivery of mutual and hedge funds, discretionary portfolios, private equity and real estate in EMEA. Mr Rankin holds the CFA charter and a BSc (Hons) in Economics and Politics from the University of Bristol.

 

Anne Richards is Chief Investment Officer and executive director of Aberdeen Asset Management, a FTSE 100 company.  She began her career as a research fellow at CERN, the European Organisation for Nuclear Research, moving into investments in 1992.  Her career has included research analysis, portfolio management and global asset allocation. A graduate of University of Edinburgh and INSEAD, Anne is a Chartered Engineer and a Fellow of the Chartered Institute for Securities and Investment.  She is a FN100 Women in Finance, a member of the Board of Leaders of 2020 Women on Boards and is the recipient of the 100 Women in Hedge Funds 2014 European Industry Leadership Award. In June 2014 Anne was appointed a Commander of the Royal Victorian Order (CVO) and was awarded a Commander of the Order of the British Empire (CBE) for services to Financial Services and the Voluntary sector in December 2014.  Anne also holds various non executive positions.

David Ricketts joined the Financial Times Group in 2007 as a reporter on Pensions Week, where he covered the UK occupational pensions market. He subsequently joined Ignites Europe, the Financial Times' online asset management news service, where he was part of the editorial team which launched the online publication in 2008. He is now Associate Editor and reports on regulatory developments affecting the European asset management industry. He has also written for FTfm, FT Business Education, Investment Adviser and MSN Money.

José Manuel Chaves da Veiga Sarmento was born in Lisbon, on the 7th of July 1951. José Sarmento holds a licentiate degree in Economics from Instituto Superior de Economia (Lisbon) and a CSE from Ecole Nationale d’Administration (Paris). He is the Chairman of APFIPP, the Portuguese Association of Investment Funds, Pension Funds and Asset Management, as well as CEO of BPI Vida e Pensões (Insurance and Pension Funds) and Director of BPI GA (Mutual Funds) and of BPI Global Investment Fund (Lux.). Before José Sarmento’s appointment to his current positions he was responsible for the Risk Management Department and Head of IT of BPI (Banco Português de Investimento).

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.

Alexander Schindler became a member of the executive board in January 2004. He is responsible for institutional client business and international business activities. He is also member of the board of directors of BEA Union Investment Management Limited, Hong Kong since 2007. He was elected as the president of EFAMA, the European Fund and Asset Management Association, in June 2015. Prior to joining Union Investment, from 1998 to 2003, Alexander was managing director of asset management at Sal. Oppenheim Jr. & Cie KGaA, Cologne, being in charge of domestic and international clients and cooperations. He also worked many years for Commerzbank’s portfolio management in different executive positions. Alexander is a qualified banker and lawyer by profession.

René van Leggelo has more than 30 years’ experience in employee benefits as an insurer, reinsurer, consultant and asset manager in Europe through different management functions. Since the beginning of the IORP directive he assisted different multinational in the optimization of their pension plans. He is today Product Manager International Retirement for Amundi Asset Management.”

 

Chrystelle Veeckmans is Chairman of the Association of Luxembourg Pension Funds and Chairman of KPMG Luxembourg Pension Fund. Chrystelle is an audit partner for clients covering a wide range of investment activities from the traditional UCITS to the alternative investments space and for insurance companies. Chrystelle participates in various industry groups, at the level of EFAMA, ALFI and IRE. She is co-chair of the ALFI Solvency II group and participates in the ALFI Pension Funds and ELTIF working groups as well as the IRE Securitization committee.

Denise Voss is Chairman of the Association of the Luxembourg Fund Industry (ALFI) and has been a member of the ALFI board of directors since 2007. Conducting Officer of Franklin Templeton Investments, has worked in the financial industry in Luxembourg since 1990. Denise joined Franklin Templeton Investments in 1995 where she served as General Manager of the Luxembourg subsidiary until December 2005.  In 2006, she took up the role of Conducting Officer of Franklin Templeton Investments’ Luxembourg-domiciled UCITS, Franklin Templeton Investment Funds.  As from November 2013 she is Conducting Officer and board member of Franklin Templeton International Services S.à r.l., a Luxembourg-based management company, managing both UCITS and AIFs. Prior to joining Franklin Templeton Investments, Denise worked in the audit division of Coopers & Lybrand in Boston, USA and Luxembourg, for over 9 years.  Denise holds a Massachusetts C.P.A. license and obtained an undergraduate degree from Tufts University, as well as a masters degree in accountancy from Bentley College.

Dr. Esther Wandel has more than 15 years of experience in asset management regulation and European policy making. Currently she is the manager of the fund policy team at the FCA in London. Her responsibilities also include policy on social finance. She had been working for seven years for the European Commission and was involved in numerous projects such as UCITS III and IV, PRIIPs, venture capital etc. She also worked for the Ministry of Finance in Berlin and as a manager at BaFin in Frankfurt. She is a regular speaker at international conferences and holds a doctorate in environmental law.

 

Michael Weber is Head of Mutual Fund Distribution Operations at Allianz Global Investors GmbH, based in Frankfurt. Michael has more than 15 years’ experience in the financial industry, including six years in the fund industry. Prior to joining Allianz Michael worked at Dresdner Bank in Germany as a stock advisor.

 

 

Sally Wong is the Chief Executive Officer of the Hong Kong Investment Funds Association, which is a non-profit-making organization that represents the fund management industry in Hong Kong. She represents the industry in liaising with the authorities, legislators, media and other stakeholder groups to discuss issues that have implications to the Hong Kong mutual fund market and the Mandatory Provident Fund (“MPF”) Schemes market. She also takes an active role in investor education and research initiatives. Mrs. Wong is a member of the Hang Seng Index Advisory Committee and a member of the MPF Guidelines Committee.  She was a non-official member of the Hong Kong SAR Government Advisory Committee on Bond Market Development.   In addition, she has also been representing the Association to speak at major international fund industry conferences and a range of educational and promotional events.

Dariush Yazdani leads the Market Research Institute within PwC Luxembourg. He has more than 18 years of experience in the wealth management and banking industry. Dariush has led and contributed to various research and thought leadership studies for external clients and in support of other PwC Units. Client assignments include development of market entry studies and strategies for multiple European, Asian and North American wealth managers, product and fee benchmarking reports as well as reports for the EU Commission. He holds an MBA from the University of Chicago, GSB.
 

 

Updated on 12/09/16  
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