Ksenia Belova, Vice President, is a member of the Strategic Product Management team at BlackRock, responsible for providing regulatory and strategic advice in relation to the structuring of funds in the EMEA region. Ksenia specialises in alternative investment funds, with particular focus on the AIFMD. She was a key contributor to the cross-border project for the implementation of AIFMD at BlackRock and has experience across various BlackRock ranges, including funds domiciled in the UK, Ireland and Cayman Islands. Ksenia is a qualified solicitor.
Anna Berdinner joined AIMA’s asset management regulation team in February 2012 and was promoted to associate director, asset management regulation in April 2015. Prior to joining AIMA, she worked for Freshfields Bruckhaus Deringer, where she worked in the financial institutions disputes group, the structured asset finance group and the corporate financial services regulation group. Anna is qualified as a solicitor and has a degree in Law and German from Southampton University.
Marc Bichler is a lawyer by training and a diplomat by choice. He is currently Luxembourg’s Ambassador-at-Large for Climate Change. His professional career is characterized by a common thread of sustainable development and development finance throughout his successive functions as Deputy Director for Development Cooperation and Humanitarian Action (1995-2000), Deputy Permanent Representative to the UN in New York (2000-2005) and Director for Development Cooperation and Humanitarian Action (2005-2012). Before assuming the functions of the Executive Secretary of the United Nations Capital Development Fund (UNCDF) from 2012 to 2014, Mr. Bichler was Luxembourg’s non-resident Ambassador to Burkina Faso, Mali and Senegal. Since the mid-1990s, Mr. Bichler has been closely associated in defining the Luxembourg’s government policy for microfinance and inclusive finance. He is a member of the Board of the European Microfinance Platform and has chaired the United Nations Advisors Group on Inclusive Financial Sectors (2007-2008). He has actively promoted the public private partnership known as “emergency.lu”, a satellite based telecommunication platform for emergency situations, and is currently coordinating the work of the Climate Finance Task Force (CFTF) in Luxembourg. Mr. Bichler is married and father of two children.
Freddy Brausch is Managing Partner of Linklaters LLP in Luxembourg and partner in the Investment Management group since 1985. He specialises in investment funds and investment management law, banking and financial regulation, custody and settlement and capital markets. Over the years, his role has led him to represent 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 also active in the servicing side of asset management, advising global custodians, asset managers, administrators and securities settlement houses. Freddy has been appointed Vice-Chairman of ALFI in charge of National Affairs and is a member of ALFI’s Executive Committee. He is a member of the key Luxembourg advisory and law-making bodies including the “Haut Comité de Place” with the Ministry of Finance and several advisory committees of the Luxembourg Financial Sector Supervisory Commission particularly the ones dealing with investment funds, pension funds, private equity and venture capital funds. He also is a member of the EU Commission’s first advisory group on asset management and a board member of several Luxembourg fund platforms of prime banks and asset management houses. He regularly speaks at conferences and seminars, promoting Luxembourg as a fund centre abroad and providing conference-goers with updates and insights on the latest and future regulatory developments.
Ambassador Sasha Baillie is a Luxembourg diplomat currently seconded to the Ministry of Economy, where she works closely with the Deputy Prime Minister, Etienne Schneider. In addition to her role as Deputy Chief of Staff and Diplomatic Adviser to the Minister, Ms Baillie also chairs the Luxembourg Nationbranding Committee and is non-executive Chair of the newly created LuxGovSat Board. Ms Baillie joined the Foreign Ministry in 1997 and retains her diplomatic ties by serving as non-resident Ambassador to Serbia. Previously, she was the Director for International Economic Relations and European Affairs and also spent 4 years in Moscow as Luxembourg's deputy head of mission to Russia. Ms Baillie studied at St Andrews University, Scotland and the European University Institute, Florence. She is married with two children.
Photo © Chambre de Commerce – Laurent Antonelli
Leonard Brody was called “a controversial leader of the new world order” by BC Business Magazine and was recently named one of Canada’s Top 40 Under 40 by the Globe and Mail. He is a highly respected entrepreneur, venture capitalist, best-selling author and a 2 time Emmy nominated media visionary. He has helped in raising millions of dollars for startup companies, been through one of the largest internet IPOs in history and has been involved in the building, financing and/or sale of five companies to date. Much critical acclaim has followed him in his endeavours. At Onvia (where he was part of the founding executive), the company was voted Canada’s number one startup in 2000 and subsequently closed a $240 Million IPO on NASDAQ. In 2004, Leonard co-founded, and was CEO of, NowPublic.com which was a pioneer in thefield of citizen journalism. The company was named by Time Magazine as one of the top 50 websites in the world, was inducted into The Museum of the First Amendment in
Washington, D.C. In 2009, NowPublic was acquired by the Anschutz Corporation. Anschutz is one of the largest live sport and entertainment businesses in the world owning assets such as stadiums like the O2 Arena in London and Staples Center in LA; sports teams like the Los Angeles Lakers, Los Angeles Galaxy and the Los Angeles Kings, and today, one of the premiere concert promotion businesses in the world. At Anschutz, Leonard was President of the digital group responsible for overseeing one of the largest online news conglomerates in North America, as well as, overall strategy on digital and general innovation. He is also one of the proud owners of Coventry City Football Club in England. Leonard also acts as principal in several venture capital funds throughout the world and is behind the financing and creation of 20-30 startup companies a year. Throughout his career, has also advised several businesses including, the Associated Press, Alliance Atlantis, Derby County Football Club and MTV Enterprises. In addition, he was a Senior Technology Advisor to the Canadian Minister of Foreign Affairs & International Trade – The Honourable David Emerson. A highly sought-after public speaker, Leonard has lectured at institutions such as Stanford, the G8 and the United Nations. His insight has been requested by companies such as Forbes, The Financial Times, Warner Music, as well as, the governments of countries such as India, Israel, Ireland and South Africa. In addition, his work has been featured in such publications as Fortune, the Wall Street Journal, the BBC and the New York Times. He is co-author of the best selling books, “Innovation Nation: Canadian Leadership from Jurassic Park to Java” and “Everything I Needed to Know About Business...I Learned from a Canadian” both published by John Wiley and Sons. Leonard holds an Honours Bachelor of Arts from Queens University, a law degree from Osgoode Hall and is a graduate of the Private Equity Program at the Harvard Business School.
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
Michael Collins represents Europe’s private equity, venture capital and infrastructure sectors, as well as their investors, across the EU institutions. Based in Brussels, Michael covers both regulatory issues and wider EU political developments for the industry. He joined the EVCA (as Invest Europe was named at that time) 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.
Fabrice Coste is General Manager and Senior Director – Fund Accounting at Invesco Real Estate. He leads the team of Invesco Real Estate in Luxembourg which is responsible for providing central administration services to the Luxembourg-domiciled real estate funds and accounting support to the European business. He sits on the Board of the AIFM and is one of the conducting officers as well as the conducting portfolio manager. Prior to joining Invesco, Fabrice spent nine years at AIG in Luxembourg where he set up the Luxembourg office of AIG Global Real Estate and was responsible for the administration of Luxembourg vehicles and supervision of the off-shore structures. Fabrice is a member of the real estate financial framework working group of the Association of the Luxembourg Fund Industry (ALFI). Fabrice has a degree in Business Economics obtained from the Hautes Etudes Commerciales (HEC) in Liege, Belgium.
Nick Curwen is the country Head of the SS&C GlobeOp office in Luxembourg, having set the office up in 2013. He is also a Director in Investor Services, responsible for the Transfer Agency of European onshore funds. Prior to moving back to Luxembourg, Nick ran SS&C GlobeOp’s Dublin office for two years. Previously, Nick was Head of Client Services at a European fixed income asset manager in London, having moved there from Luxembourg in 2005. Nick holds a BSc in Astrophysics from Birmingham University and passed the IMC in 2006.
Henrik de Koning is Managing Director at UBS Investment Bank in Zürich. He started his career in 1995 at Société Générale as a member of the derivative and structured products marketing team. In 2003, Henrik joined UBS Investment Bank, where he successfully set-up the fund wrapping business. Henrik founded KdK Asset Management Ltd in 2008, a regulated investment management company focused on delivering solutions for alternative asset managers wishing to set up regulated investment vehicles. Henrik re-joined UBS Investment Bank – Global Equity Derivatives in January 2011. Henrik is in charge of providing solutions to hedge fund managers and hedge fund allocators.
Nathalie Dogniez 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.
Tobias A. Ettlin, Vice President, AQR Capital Management (Europe), LLP. Tobias has been with AQR since 2007 and heads the Compliance team for AQR Capital Management (Europe). In this role, he provides assurance that AQR’s European business unit adheres to applicable rules and regulations, client mandates and other contracts, and accepted industry practices. Prior to AQR, he was a compliance officer at Bear Stearns Asset Management and at JPMorgan Asset Management, both in New York.
Giovanni Garcea is a policy officer in the asset management unit of DG FISMA (Financial Stability, Financial Services and Capital Markets Union) at the European Commission. He is in the team responsible for the European Long Term Investment Fund Regulation, the European Venture Capital Funds Regulation and the European Social Entrepreneurship Funds Regulation. As such he is closely involved with the development of the more detailed level 2 rules. He has extensive policy experience in EU financial instruments having worked for 3 years in the unit dealing with the financing of innovation, competitiveness and employment policies of DG ECFIN (Economic and Financial Affairs) in Luxembourg. Before joining the European Commission he worked as portfolio manager for an Italian asset management company. He studied economics and finance in Italy, Belgium and the Netherlands. Giovanni is a Chartered Financial Analyst (CFA) charterholder.
Jean‑Marc Goy is the Counsel for International Affairs of the Commission de Surveillance du Secteur Financier (CSSF), the Luxembourg Supervisory Authority of the Financial Sector, where he is in charge of ensuring the communication and relations with foreign Supervisory Authorities, in particular in the field of investment management. He is representing the CSSF within a number of international forums, such as the European Securities and Markets Authority (ESMA) Investment Management Standing Committee and its Sub‑Groups, the International Organization of Securities Commissions (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 (LISER). Before joining the CSSF in 1998, Jean‑Marc worked a couple of years as an attorney‑at‑law for a Luxembourg law firm. He has studied law at the University of Montpellier (France), where he earned a Master of Laws degree and a postgraduate degree.
Gerry Jennings joined Alliance Bernstein in February 2014 as Global Head of Infrastructure, responsible for establishing the infrastructure debt platform within the firm. His responsibilities include sourcing, originating, executing and managing a portfolio of private economic infrastructure debt assets across the UK and Europe, including regulated utilities; water; gas and electricity transmission and distribution; transportation; communication and broadcast towers; and infrastructure-service assets. Jennings also manages sponsor relationships with global infrastructure equity firms, international banks and major debt advisory firms. He previously worked at AMP Capital Investors, where he was one of the founding principals in the infrastructure debt funds business and a member of the investment committee. Prior to that, Jennings served as a senior manager in private equity at Ahli United Bank and, before that, as director of leveraged finance at Mizuho Corporate Bank. He began his career at HSBC. Jennings holds an MBA and Diploma in Management from Henley Management College, as well as a Certified Diploma in Accounting and Finance from ACCA. Location: London
William Jones is the founder of ManagementPlus Group which was established in 2006 and provides directorship and management company services from Luxembourg, Cayman Islands, Singapore, New York and Geneva. Mr. Jones has 24 years’ experience in the hedge fund industry and has held senior positions with Goldman Sachs Asset Management International and Bank of Bermuda/HSBC. He completed the first cohort of the INSEAD International Directors Program (“IIDP”) in 2011 and is a member of the IIDP Advisory Board and served as its first President. Mr. Jones has been certified as a director by IIDP and the Institut Luxembourgeois des Administrateurs (“ILA”). He sits on the Board of Directors of ILA and its Fund Governance Committee and co-chaired the Alternative Investment Task Force of ILA’s Fund Governance Committee which issued the “ILA Guide for Board Members in the Context of AIF and AIFM” in July 2014. He sits on multiple committees of ALFI, the Luxembourg fund industry association. He was co-vice chair of the Alternative Investment Management Association’s (“AIMA”) working group which issued “AIMA’s Fund Director Guide” in April 2015. He served on the Board of Governors of the International School of Luxembourg from 2011 to 2015 and was its Chairman during the 2014-15 school year.
Urs Hammer is Ambassador of Switzerland to the Grand-Duchy of Luxembourg since September 2012. He has previously worked as Deputy Chief of Mission at the Swiss Embassy in Berlin (2008-2012), Deputy Head of Division, Regional Coordinator for the USA and Head of the Foreign Interests service in the Americas Division in the Directorate of Political Affairs in Bern (2005-2008), Counsellor at the Swiss Mission to the European Union in Brussels (2001-2005), First Secretary/Counsellor at the Swiss Embassy in Rome (1998-2001) and diplomatic collaborator at the Swiss Agency for Development and Cooperation (1994-1998) amongst other posts. Urs Hammer was a Stratton Fellow at Harvard University and holds a PhD in History from the University of Basel. He is married and father of two sons.
Dan Hedley - Head of European Regulatory Policy, Fidelity International After spending six years as a lecturer at the Universities of Oxford and Exeter Dan moved into financial services via the FSA where he occupied a number of roles across complaints, financial promotions, retail themes and Treating Customers Fairly ("TCF"). He then moved to Barclays Global Investors as Europe Head of Regulatory Policy and Training and later took additional responsibility as Europe Head of iShares Compliance. After a short spell as Europe Head of Regulatory Policy at Macquarie Group he joined Fidelity Worldwide Investment in September 2010. Dan maintains academic interest across a range of subjects including regulatory and financial policy.
Alain Kinsch is the Country Managing Partner for Ernst & Young in Luxembourg leading an office of approximately 1100 professionals. Alain has been active as an advisory and auditor to the Private Equity and the Banking industries for the last 19 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 a member of the High Committee of the Financial Sector and chairs its Alternative Investment Fund Working Group, 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 the Alternative Investment Fund Managers Committee of the Luxembourg financial services regulator (CSSF). Alain is the Consul General a.h. of the Republic of the Philippines in Luxembourg, a member of the Board of Governors of the University of Luxembourg and the Vice-President of SOS Villages d’Enfants Monde a.s.b.l. 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.
Barbara A. Knoflach is Deputy Chief Executive of BNP Paribas Real Estate and Global Head of Investment Management since August 2015. In her role, Barbara A. Knoflach is responsible for defining the strategy for the Investment Management business line and leading its effective execution through almost 300 employees in eight countries: France, Italy, Germany, United-Kingdom, Spain, Luxembourg, Belgium and Netherlands. In 2014, BNP Paribas Real Estate's Investment Management business line raised more than €1.7 billion of new cash in 2014. At the end of 2014, it had €20.3 billion in assets under management in Europe (79% for institutional investors). In August 2005, Barbara A. Knoflach became CEO of SEB Asset Management AG and has been a Managing Director of the investment company SEB Investment GmbH since June 1999. Under Ms. Knoflach’s leadership, SEB’s total assets under management rose to EUR 12 billion at end of 2014 from EUR 2 billion during her first year with the investment company. Ms. Knoflach has over 20 years’ experience in the real estate industry, covering all aspects of the business including transactions, re-development, leasing, capital markets and financing. She joined SEB AG in 1994, and after initially focusing on the bank’s closed-end property funds and leasing activities, she was appointed head of the fund management companies in 1997. Prior to joining SEB, she held a number of positions in the Deutsche Bank Group, starting in project financing in 1986 before moving within the group to the Real Estate department of consulting and research in 1991. Her career has covered a wide array of executive positions, active memberships in industry associations and various committees and organizations, e.g. the German Property Federation (ZIA) and the Urban Land Institute (ULI). She is a highly sought speaker on property investment and asset management. Furthermore, she is Chairman of the Advisory Committee and lectures at the intensive study programs “Certified Real Estate Investment Analyst” (CREA) and “Certified Real Estate Risk Manager” (CRERM), which are offered jointly by the International Real Estate Business School (IREBS) at University of Regensburg and the German Association for Financial Analyses and Asset Management (DVFA).Starting in 2009, Ms. Knoflach was Board Member of BVI, Germany’s Investment and Asset Management Association for almost six years. From 2001 through to 2004, she was Chairman of the BVI Real Estate Board. Ms. Knoflach joined the Association of Foreign Investors in Real Estate (AFIRE) in 2006 and became a Member of the Executive Committee in 2009 and Chairman in 2012. Since April 2007, she has been Member of the International Advisory Board of the Real Estate Academic Initiative (REAI) at Harvard University.
Rudolf Kömen is Chief Executive Officer of Credit Suisse Fund Management S.A., thus responsible for Credit Suisse's Luxembourg based group fund business. The book of business contains approx. 36 bn CHF in some 130 sub-funds. The management company holds the dual license for UCITS and as AIFM. Since 2013 he is Board member of ALFI and since 2015 also member of the ALFI Regulatory Advisory Board. Rudolf started in banking at the local savings bank in Trier / Germany. in 1990 (two years after UCITS I transposition into Lux law) he worked in banking in Luxembourg for the first time. Before joining the fund industry, he studied in Trier and London (he holds a double degree as "Diplom Betriebswirt (FH)" and "Master of Arts in HR-Management") and he worked in the audit practice at KPMG in Luxembourg. Thereafter his asset management positions in both Luxembourg and Frankfurt comprised BfG (1997 - 1999), SEB (2000 - 2012) and Credit Suisse experience (since 2013).
Claude Kremer is a Founding Partner of Arendt & Medernach and heads its Investment Management business unit. His 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 asset servicers. In 2014, Claude was elected to the Board of Directors of the IIFA and, served as president of EFAMA from 2011 until 2013. Between 2007 and 2011, he was chairman of ALFI and was a member of the EU Commission expert group on market efficiency for the asset management sector in 2005. Claude is a member of several advisory committees to the CSSF and sits on the board of various listed companies, international asset management groups and their fund ranges in Luxembourg.Claude co-authored Collective Investment Schemes in Luxembourg. He also lectures at the University of Luxembourg.
Jiří Krόl, Deputy CEO, Global Head of Government 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.
James (J.R.) Lowry is the head of Europe, the Middle East, and Africa (EMEA) and Strategy for State Street Global Exchange, which provides data and analytics solutions for institutional investors. In this capacity, he is responsible for all of GX’s activities in EMEA as well as strategy, business development, and acquisitions and partnerships. Prior to taking this role, he was GX’s Chief Operating Officer. Prior to joining State Street in 2010, he held several roles at Fidelity Investments, was a partner at McKinsey & Company, and served as an officer in the U.S. Air Force.
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 also member of the Comité sur les gestionnaires de fonds d’investissement alternatifs (“Comité GFIA”) at the level of the Commission de Surveillance du Secteur Financier (“CSSF”) as well as of the Alternative Investment Funds working group at the level of the Haut Comité de la Place Financière (“HCPF”) where he participates intensively in many initiatives regarding the development of the Luxembourg alternative funds sector. 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 Arendt & Medernach, 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).
Agathi Pafili is Senior Regulatory Policy Advisor in EFAMA in charge of regulatory developments since September 2012. She is also a member of the Euribor Steering Committee. She worked in the European Parliament from 2004 to 2012, as member of the cabinet of the Vice President of the European Parliament, in charge of the Economic and Monetary Affairs Committee and head of the cabinet of the Chair of the Culture and Education Affairs Committee. Ms. Pafili started her career in 2002 as a trainee lawyer in the Commercial Bank of Greece. She is member of the Athens Bar Association and holds a LL.M on international and European law.
|André PRÜM is Professor of law at the University of Luxembourg since 2005 where he holds the Chair in Financial and Business Law and served as founding Dean of the Faculty of Law, Economics and Finance of the University of Luxembourg. In June 2014, the University Laval, Québec-City, Canada awarded him an honorary doctorate “for his outstanding contribution to legal science as well as his leadership in university management”. He is regularly invited as visiting professor, most recently by Columbia Law School in New York, the Université Laval in Québec, the European University Institute in Florence, the University of Paris I Sorbonne and the University of Paris II Panthéon-Assas. During the last twenty years, André Prüm has been strongly involved in the modernization of Luxembourg’s legal infrastructure. The government of the Grand-Duchy of Luxembourg requested him to prepare major reforms of Luxembourg business law leading in particular to a complete overhaul of company law, the introduction of the law on securitization, the first law on electronic commerce, a law on trusts and fiduciary contracts as well as a reform of competition law. André Prüm is regularly requested to issue legal opinions on Luxembourg, French and European law and to serve as an arbitrator in international and national litigations.|
Mr Timo Ranta is Ambassador of Finland to Luxembourg and Belgium. He has previously worked as Diplomatic Adviser to the Minister for European Affairs and Foreign Trade of Finland (2011-2014), Member of the Cabinet of the President of the European Council (2010-2011), Administrator at the General Secretariat of the Council of the European Union (2008-2010), Counsellor at the Permanent Representation of Finland to the European Union (2004-2008, 1996-2000), Counsellor at the Prime Minister's Office of Finland (2000-2003) and First Secretary/Counsellor at the Ministry for Foreign Affairs of Finland (1995-1996, 2003-2004). Mr. Ranta holds a Licentiate in Economics from the Turku School of Economics and he started his career as researcher/lecturer at the Helsinki School of Economics (1992-1994).
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 funds. 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, which includes 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. As a lawyer, he has also worked in Germany, Italy, Turkey and in Washington DC, where he was involved in legislative and regulatory development.
Frank Schickram is responsible for Valuation, Strategy and Research at GLL Real Estate Partners GmbH. He joined the group in 2005 and worked prior to his current position as acquisition officer and fund manager for a globally invested, separate account. Before joining GLL, Frank Schickram was responsible for International Portfolio Valuations at the HypoVereinsbank (Unicredit), where he started his career as real estate appraiser in 1994. Frank Schickram is active in the industry since 1990 with extensive experience in all aspects of property valuation and management of commercial real estate. He is dedicated in the field of training and education of valuers and active consultant for a series of current valuation topics (e.g. member of the valuation committee at the ULI Greenprint Center of Building Performance). He graduated in Mass Communications, Law and Market Psychology at the Ludwig-Maximilians-Universität in Munich in 1992 and holds the CIS HypZert Certificate as real estate valuer for financial purposes.
Joseph A. Smith is a partner with Schulte Roth & Zabel, where he represents private equity fund sponsors and institutional investors in connection with fund formation, the acquisition of portfolio investments and the implementation of exit strategies. In this capacity, Joe advises clients on securities, governance, ERISA, Investment Advisers Act and structural issues. He has extensive experience with all alternative asset classes, including venture capital and later-stage growth equity investments, leveraged buyouts, mezzanine investments, real estate ventures and opportunity funds, secondary investments, funds-of-funds and hedge funds. Joe has also represented many fund managers in connection with spinoffs and consolidations.
Andreas Stepnitzka - Senior Regulatory Policy Adviser - Andreas Stepnitzka works as regulatory policy advisor at EFAMA (European Fund and Asset Management Association), a position he took up in 2013. He focuses in particular on alternative investment funds, fund distribution and investor protection issues. Andreas Stepnitzka has worked in financial advocacy in Brussels since 2011 when he moved there to take up the position of Financial Markets Adviser for the European Association of Co-operative Banks. Prior to this, he was a project manager responsible for fund operations and product structuring at the central bank of the Austrian co-operative banks, ÖVAG. He holds a master degree in Business Administration after his studies at the IMC University of Applied Sciences in Krems, Austria, and the Wilfrid Laurier University in Waterloo, Canada.
|Chris Stuart-Sinclair is with the Regulatory Consulting division of Deloitte Luxembourg. Like many market professionals who have discovered both the charm and stimulus of Luxembourg and its Financial Sector, he has been in Luxembourg on a “temporary” basis for over 25 years! In that time he has been variously a Portfolio Manager, has worked for a number of leading Asset Managers including Robert Fleming and ABN AMRO Asset Management, and has headed Operations for market heavyweights such as State Street Bank Luxembourg and RBC Dexia Investor Services Bank. His experience has covered the whole spectrum of activities to be encountered here, including Private Banking and Trading, but his area of expertise for most of his sojourn has been the Investment Fund sector, including most alternative and mainstream product lines, extending to Private Equity, Real Estate, Structured Products and other even more esoteric sectors and he has covered the whole gamut of this activity from active management through to administration. Chris is a British citizen although when he says “we” these days he is more likely to be speaking of Luxembourg than his native Scotland, unless he is attempting to say “yes” in French, which he speaks fluently.|
Daniel Summerfield works within the Responsible Investment Team of the Universities Superannuation Scheme (USS) Ltd, one of the UK's largest pension funds. He is responsible for coordinating USS’s work to improve the corporate governance performance of investee companies. As with all USS’s responsible investment activity, his focus is on several high-value projects. Currently, these include improving transatlantic collaboration on corporate governance issues and creating a long-term approach towards executive remuneration. Previously, he was the corporate governance executive at the Institute of Directors where he was responsible for the IoD’s work in corporate governance and corporate social responsibility. He was also project director of the Independent Director initiative, a joint venture between the IoD and Ernst & Young, which aims to support and promote the role and contribution of non-executive directors. Daniel has an academic and research background having obtained his PhD from the University of London and lectured at several institutions. He was formerly the director of research in the office of a member of the House of Lords and has held other senior posts in the public sector.
As the Deputy CEO of Luxembourg for Finance, Tom Théobald assists the agency in its strategic mission to promote the expertise and diversity of the financial centre abroad. Tom Théobald previously worked as Adviser at the Luxembourg Bankers’ Association (ABBL), where he was in charge of Communication and Press relations. He also held the position of Secretary of the ABBL Board of Directors. Prior to joining the ABBL in 2008, he served as an attaché to the Permanent Mission of Luxembourg to the UN in New York. Tom holds a PhD in English Literature from the University of Newcastle-upon-Tyne.
Camille Thommes is the Director General of ALFI, the Association of the Luxembourg Fund Industry. He joined the association back in 2007. Before ALFI, Camille Thommes was in in charge of the Investment Fund Department at the State and Savings Bank, Luxembourg from 2001-2006, after holding various senior positions in the Securities % custody department since 1993. Prior to that, he started his professional career in 1986 at Banque Générale du Luxembourg (now BGL-BNP Paribas) where he held positions in the Securities and Custody Division. He is a member of several advisory committees to the Luxembourg Supervisory Authority (CSSF) as well as a member of the High-Level Committee for the Financial Centre set up by the Ministry of Finance. He represents ALFI at the Management Committee and Board of Directors of the European Fund and Asset Management association (EFAMA) and is a Board member of PROFIL SA and XBRL asbl. Camille Thommes holds a Master’s Degree in Economics from the University Louis Pasteur in Strasbourg (France), completed the Accelerated Development Program at the London Business School and has attended traineeships in London and New York. He is fluent in English, French, German and Luxembourgish.
Matthias Ummenhofer is the founder of mojo.capital, investing in European-born digital technology growth companies through and alongside Funds, Business Angels and family offices. Prior to mojo.capital, Matthias has been building and leading European Investment Fund’s Technology Investment business between 2001 and 2014. He has been invested in or alongside the most dynamic and successful technology investors in Europe. Under his leadership, EIF’s technology investment business has grown substantially; with over EUR 4.7bn committed in or alongside more than 260 Funds, Business Angels and Family Offices. He had a key role in raising and managing major third party technology fund and co-investment mandates.
Roberto Varandas is Global Head of Business Development - Property and is responsible for property funds distribution and the property business development team. Roberto sits on the Aberdeen Property Management Committee, which oversees a USD 40 billion property fund management business. Roberto joined Aberdeen in September 2011 from UBS Global Asset Management where he was Head of Business Development - Europe for UBS Global Asset Management - Global Real Estate. Previously, Roberto worked for the Capital and Marketing Group, a capital markets adviser specialised in capital placement for alternative investments, in particular, property funds. Roberto has been involved in over 20 individual funds, totalling over €20 billion in equity capital raised and invested. Roberto is a dual Portuguese / Canadian citizen. He graduated from Universidade Lusíada in Lisbon with a degree in Business Management, holds an MBA from London Business School and concentrated in alternative investments at Columbia Business School in New York. Roberto is an active member of INREV - European Association for Investors in Non-Listed Real Estate Vehicles, PREA – Pension Real Estate Association and ANREV - Asian Association for Investors in non-listed real estate vehicles.
Patricia Volhard is a partner in P+P’s fund formation team. Prior to joining P+P she worked in a US law firm in Paris, admitted to the Paris bar and in Frankfurt. She advises fund sponsors in setting up domestic as well as cross-border fund structures for German institutional investors. She also advises on any EU and German regulatory issues to be considered when setting up and marketing a fund in Europe. Patricia chairs the tax and legal committee of Invest Europe.
|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.|
Likhit Wagle is a Partner and the Global Industry Leader for Banking and Financial Markets within IBM’s Global Business Services. Prior to taking up that role, Likhit led IBM’s Banking and Financial Markets team in North East Europe. His previous roles within IBM were: Leader in Europe for Value Creation and Leader of the Strategy and Change practice. Likhit has also led the M&A practice at PwC and has extensive corporate finance experience. With over 15 years of experience in the field of strategic consulting, including Value Based Management and Mergers and Acquisitions, Likhit’s extensive experience of leading complex engagements has addressed the development and implementation of value creation strategies, new business models, performance management, organisational change, and decision support systems. Under Likhit’s leadership, IBM have developed a market leading position in solutions that support the transformation of core banking and multi-channel processes and systems. Likhit’s blue chip client base includes NCB, China Construction Bank, K Bank (Thailand), Standard Bank of South Africa and Itau. In addition, Likhit oversees teams that work extensively with global banks such as Bank Of America, JPMC, Citigroup, Santander, Lloyds Banking Group and RBS.
Pierre Weimerskirch is co-founder and Managing Partner at Luxembourg Investment Solutions S.A. , a leading Luxembourg based AIFM, and responsible for Business Development and Distribution. Pierre has more than 20 years of experience in the financial and investment fund industry. He is a board member of a number of Luxembourg based investment funds focusing on Private Equity and Real Estate strategies. As a former partner at Ernst & Young in Luxembourg (2002 – 2012), Pierre led the firm’s advisory services for Real Estate and Private Equity funds, prior to which he held managerial positions at Arthur Andersen and Arthur D. Little. Pierre began his career as a Fund and Portfolio Manager for Institutional Clients with UBS Bank and holds a Doctor’s degree in Finance (Dr. rer. pol.), University of Trier (Germany); as well as a Master in Economics from the University of Strasbourg (France).
Jérôme Wigny became a member of the Luxembourg Bar in 1994 and a partner of Elvinger, Hoss & Prussen in 2001. He specialises in investment funds (UCITS and AIFs, in particular those pursuing alternative strategies) as well as management companies and alternative investment fund managers (AIFMs). He is a member of various commissions of the "Luxembourg Association of Investment Funds" (ALFI) and co-chairs the Hedge Fund commission. He is also a member of the investment fund committee of the "Luxembourg Directors' Institute" (ILA) and of the "Haut Comité de la Place Financière (HCPF), the advisory committee to the Luxembourg Ministry of Finance. He holds a "licence en droit belge" from the Université Catholique de Louvain-la-Neuve. 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).
Jérôme Wittamer is Managing Partner at Expon Capital, a global Venture Capital firm dedicated to exponential technologies and markets. Before Jerome was Managing Director at Genii Capital (Investment Management and Corporate Finance Advisory). Previous roles included Group CFO at DCL Group, where he co-founded several companies and held various executive and board positions, and senior member of the management team at BIP Investment Partners S.A. While at BIP, 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) of which he is President. Jérôme Wittamer graduated Cum Laude in Law from Université Catholique de Louvain. He received his MBA from the RSM Erasmus Graduate School of Business
Ali Ziai is a Director and Conducting Person of Orbis Investment Management (Luxembourg) S.A., a UCITS management company which manages the Orbis SICAV (launched in 2002) and, through a management company passport into the United Kingdom, the Orbis OEIC (launched in 2014). Ali joined Orbis in 2007, serving in the role of Legal Counsel from the Group’s headquarters in Bermuda before moving to Luxembourg in 2012. Prior to joining Orbis, Ali practiced corporate securities law at the law firm of Goodmans LLP in Toronto and more recently at a prominent law firm in Bermuda.
Julien Zimmer is General Manager Investment Funds at DZ PRIVATBANK S.A. Since 11 years he is responsible for set up of funds, client relationship management, central administration as well as coordination the whole Investment Fund Business in DZ PRIVATBANK S.A. Since 1998 Julien is member of Comité OPC at the local authority CSSF and since 1999 he is Board member at ALFI. In 2000 he became Member of the Executive Committee of ALFI and furthermore since 2005 he occupies the position as Treasurer of ALFI. He has long experience in association with investment funds business because of an extensive career as Managing Director at Euro Fund Services S.A. as well as at Unico Financial Services S.A., both for several years as Administrateur délégué, before he started his career at Banque Internationale à Luxembourg in the investment fund department.