Continue

This site uses third party analytics cookies. Continuing the navigation over the following banner or closing the same is expressed consent to their use.

Understanding Investing 简体中文网页 Members section

frankfurt roadshow - speakers' biographies

 
Annemarie Arens ist seit dem 1. Oktober 2014 in der Rolle des General Manager. Annemarie ist verantwortlich LuxFLAG zu fördern, neue Fonds und Kunden für die Labels zu gewinnen sowie, die Sichtbarkeit und den Bekanntheitsgrad von LuxFLAG über die Grenzen von Luxemburg weiter zu entwickeln. Vor ihrer Rolle bei LuxFLAG war Annemarie 18 Jahre für RBC Investor Services Bank in Luxemburg verschiedenen Führungspositionen tätig, verantwortlich für Sales, Relationship Management und Client Service. Davor war Annemarie 6 Jahre im Produktvertrieb bei Axa Versicherungen in Luxemburg und 5 Jahre als Private Banking Relationship Manager bei der Berenberg Bank in Luxemburg und in Deutschland.
Maurice Bauer is a municipal councillor of the City of Luxembourg. He is currently Secretary General of the Luxembourg Stock Exchange. Before joining, he was for six years Secretary General of CETREL. Previously, he began his training as a lawyer at Schiltz & Schiltz law firm before joining the Dexia-BIL Group as a legal advisor. He is in charge of the X Principles of Corporate Governance of the Luxembourg Stock Exchange and member of the CSSF expert group on corporate governance. Maurice Bauer holds a master in law of the University of Strasbourg. During his studies, he worked as journalist at the European Parliament and at the Council of Europe.
Hermann Beythan is the head of the Investment Management group of Linklaters Luxembourg where he has been a partner since 1998. Besides his decades-long UCITS practice, he is renowned for his work on cross-border financial services regulation, international private placements and outsourcing arrangements. He advises on the structuring of complex alternative investment fund set-ups and socially responsible fund structures. He is further active in several industry committees (ABBL/ALFI/CSSF) and a regular conference speaker.
Giuliano Bidoli is Tax Partner in the Alternative Investments Department with KPMG. He is a national tax adviser, with over 15 years of work experience, including international taxation, cross-border tax planning and reorganizations.  Giuliano is heading the tax practice of M&A in Luxembourg and has permanent involvement in international tax planning (European holding, headquarters and finance structures, mergers and acquisitions, group restructurings and reorganizations). Giuliano works closely with national and international clients in the Private Equity, Hedge Funds and corporate sectors in designing and executing complex multijurisdictional investments and transactional structures. His practice supports multinational corporate, private equity  and hedge funds clients on tax matters related to merger and acquisitions, debt restructuring. His areas of expertise include Mergers & Acquisitions, Private Equity, Group restructuring, Holding and Finance companies. Giuliano has a degree in Economic and Management Science (Université Catholique de Louvain, Belgium).  Furthermore, Giuliano is member of the Tax Committee of the LPEA (Luxembourg Private Equity Association). Finally, Giuliano is fluent in Italian, English, French, Luxemburgish and German. “
 Dirk Bruckmann, Managing Director, CEO of Deutsche Asset Management S.A. and Head of Active Office: Luxembourg & Frankfurt joined the Company in 1997. Prior to his current role, Dirk held positions as Global COO within the Solutions & Trading Group and Global Head of Securities Lending and Funds Execution. Previously, he held various Business and Product Management functions within Corporate Banking & Securities and Global Transaction Banking. Master’s Degree (”Diplom-Kaufmann”) in Business Administration from Westfaelische Wilhelms-Universitaet Muenster

Olivier Carré is a partner in the Financial Services Advisory Department of PwC Luxembourg. He has gained extensive experience in the review and design or Private Equity operational set-ups, controls and workflows. He has assisted Private Equity Managers and Service Providers on a number of assignments, including assistance in operational reviews, drafting of operating memoranda and assistance in the creation of private equity desks. He is member of the Association of the Luxembourg Fund Industry Alternative Investment Fund Managers Directive workgroup.

Yves Cheret is a chartered accountant with more than 20 years of experience in Director roles with particular expertise in Private Equity and Real Estate. Yves joined Crestbridge in January 2014 and prior to that he has been working for another leading corporate services provider in Luxembourg. He is familiar with both regulated and non-regulated entities and he has a sound knowledge of key regulatory issues such as AIFMD. He is fluent in 5 languages. Yves is a member of an ALFI working group.”

Jan van Delden is the German Business Community leader at Deloitte in Luxembourg. In his role as an audit partner Jan has specialised in the audit of Real Estate Funds as well as and Investment Funds. His clients include both regulated and unregulated Real Estate Funds, structured products, regulated Management Companies and Investment Funds. He has over 20 years of experience in audit and is a qualified Réviseur d’entreprises agréé in Luxembourg and Wirtschaftsprüfer in Germany. He is a member of the ALFI Real Estate Sub-Committee and an external trainer for IFRS and real estate fund accounting. Prior to starting his carreer in audit he has graduated from ESB Reutlingen and Middlesex University.

 

Johannes Feist is the Chairman of the Board of Directors of Microfinance Enhancement Facility (MEF), a Luxemburg-based public-private refinancing facility for MFIs globally. He is also the Secretary General of the International Development Finance Club (IDFC), an association of 22 development banks from across all continents. He has over 15 years’ experience in financial services and economic development based on a progressive career at KfW, a German development bank. At KfW, he was the Resident Director in Kosovo and Serbia, led KfW’s promotional activities in the EU and managed KfW’s corporate strategy department. Since April 2015, he heads the division for Financial Systems Development in Southern Africa and is responsible for most of KfW’s regional and global funds. He has been involved in many financial sector programmes in developing countries and in the EU. He is a nationally and internationally recognised development banking and climate finance expert. Before joining development finance, Mr. Feist served in the German security and defense establishment. He holds a PhD and a Master Degree in Economics, from Universities of Munich (Germany) and Bordeaux (France).

Dr. Thomas Goergen is co-founder and Managing Director of Luxembourg Investment Solutions S.A., an AIFM and UCITS Management Company, and co-founder and Managing Partner of Compliance Partners S.A., a CSSF regulated MiFID Investment Firm. In addition, he is a Director for various Luxembourg Alternative Investment Funds. Previously, he was Managing Director of cominvest Asset Management S.A., a UCITS ManCo of Allianz Global Investors Group, and Managing Director and Member of the Board of Münchner Kapitalanlage AG, a BaFin regulated Management Company. Thomas was a visiting Doctoral Fellow at The Wharton School (University of Pennsylvania, USA) and received a doctoral degree (Dr. rer. pol) in Finance and a Master’s degree in Business Administration from Trier University, Germany.

FundRock (formerly RBS (Luxembourg) S.A.) is Luxembourg’s largest fully capitalized third-party UCITS Management Company and Alternative Investment Fund Manager. Gudrun Goebel’s responsibilities as Executive Director Operations and Conducting Officer include fund risk and compliance monitoring, delegates and depositary oversight, as well as client relationship management. She and her teams are engaged in market associations like ALFI and EFAMA, with focus on regulation and market infrastructure.

Prior to joining FundRock, Gudrun held various positions within the transfer agencies of State Street and Société Générale Securities Services Luxembourg, where most recently as COO for Fund Processing Services she was responsible for the operational teams and the global fund trading platform. Gudrun holds a diploma in mathematics and economics.

As Private Equity & Real Estate leader of SGG Luxembourg, Anja Grenner manages the commercial activities and relationship efforts towards both new clients and market stakeholders. Mrs. Grenner’s expertise and knowledge of Alternative Funds and her extensive network in the U.S and Germany combined allow her to advise and support many global leading Private Equity & Real Estate investment managers for the set-up of their projects in Luxembourg. Through her 20 years of experience, she has acquired a profound insight into key PERE markets, as well a sound knowledge of audit and valuation-related topics. Prior to joining SGG in 2015, Anja was Associate Director, Head of Business Development, Alternative Assets at Ernst & Young Luxembourg for 8 years. Anja is German and speaks English, French, Spanish and Luxembourgish.
 
Dr. Christoph Haas ist Partner bei EY und seit über 25 Jahren in den Bereichen Wirtschaftsprüfung und Managementberatung tätig. Er ist Réviseur d’Entreprises agréé (Wirtschaftsprüfer) und leitet in Luxemburg das „EY German Market Desk“ für unsere im Finanzsektor tätigen deutschsprachigen Mandanten. Seine Tätigkeitsschwerpunkte sind die Prüfung deutscher und internationaler Banken und Kapitalanlagegesellschaften, die Analyse und Umsetzung regulatorischer bzw. aufsichtsrechtlicher Anforderungen sowie die Risikomanagementberatung. Herr Haas ist Mitglied mehrerer ALFI Arbeitsgruppen. Unter anderem hält er den Vorsitz der ABBL/ALFI Arbeitsgruppe Depotbanken („in-bank assets“), welche die Umsetzung der AIFM- und UCITS V-Richtlinien für Depotbanken und Verwaltungsgesellschaften vorbereitet. Herr Haas ist des Weiteren Mitglied des CSSF Komitees Depotbanken und des ABBL Komitees Accounting.
 
Joëlle Hauser leitet die Abteilung für Investmentfonds von Clifford Chance in Luxemburg und war und ist somit für alle Mandate im Fondsbereich verantwortlich. Ihre Tätigkeit umfasst Infrastruktur-, Publikums-, Immobilien-, Private Equity und institutionelle Fonds. Sie ist Mitglied des “Comité OPC” (UCI Komitee) der CSSF und aktives Mitglied verschiedener Arbeitsgruppen der ALFI.''
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).

Maria Löwenbrück has been working in the financial industry in Luxembourg for more than 20 years. Maria joined Union Investment in June 2000 and is currently managing director and member of the Board of Union Investment Luxembourg S.A., a Luxembourg-based  German fund company,  the fund company of the German cooperative banks, managing both UCITS and AIFs. She is also chairman of the board of UniInstitutional Infrastruktur SICAV SIF and member of the board of different SICAV`s and investment vehicles. Prior to that she worked at Freie Internationale Sparkasse and DekaBank Luxembourg.

Florian Meister started his finance career with Wasserstein Perella in New York in 1989 in M&A, then worked for several investment banks in Germany. In 2005, he became advisor in the inception of EFSE, later acting as CFO to the Fund Advisor. Upon foundation of Finance in Motion in 2009, he became the Company’s first Managing Director. Florian holds an MBA from INSEAD, Fontainebleau, and a BA in Economics and Political Science from Swarthmore College, Philadelphia. He also runs an ecological mountain farm producing cheese in South Tyrol.

Thomas Meyer zu Drewer serves on the board of Commerz Funds Solutions S.A.  and  is responsible for ComStage ETFs, the global Exchange Traded Funds brand of Germany’s second largest bank, Commerzbank AG. Thomas started his career as a salesman to institutional clients in Frankfurt. He moved on to a large asset manager as (senior-) fundmanager for many years. From 1999 he headed Activest’s fundmanagement, the then active manager of HypoVereinsbank. Thomas got involved with ETFs when he became a board member at INDEXCHANGE, a pioneer in ETFs in Europe. He also worked for Lyxor Asset Management, Société Générale’s ETF arm.

Sandra Müller is Managing Director and Member of the Board of Management of MEAG Luxembourg S.à r.l.. MEAG is the global asset manager of Munich Re and ERGO, bundling extensive know-how in all key asset classes under one roof. After completing degrees in architecture and economics, Sandra Müller started her professional career in 2000 as Investment Manager International at Deka Immobilien Investment in Frankfurt. She joined MEAG in Munich in 2004, and became director of MEAG property companies and branches abroad. In 2007, she relocated to Luxembourg to set up MEAG’s management company there. MEAG Luxembourg S.à r.l. is authorised as a UCITS management company and AIFM, dedicated to supporting the global business activities of Munich Re group and serves as a hub for cross-border business with international institutional investors. Beyond that, Sandra Müller is a founding member of LuxReal-Real Estate Association of Luxembourg a.s.b.l. and has been President from its inception in 2009 until 2015.

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).

Sven REIN joined Pancura in January 2015 as Managing Partner, heading up the 3rd Party AIFM with focus on Real Estate Funds with actual more than € 1bn AUM. Prior to that Sven was Managing Director of BNP Paribas Real Estate Investment Management, responsible for the group’s real estate platform in Luxembourg. Sven joined BBH in Luxembourg in 2006 to develop the real estate investment fund administration after having managed a Pan European real estate fund distributed to institutional investors for Deka Immobilien in Frankfurt. Sven is a Real Estate Economist (ebs), member of RICS, founding member of LuxReal and Co-Chair of an Alfi Real Estate Working Group.

Nikolaus Rummler, 53, ist Vorstand bei IPConcept ( Luxemburg) S.A., einer Tochter der DZ PRIVATBANK S.A. Er ist seit mehr als fünfzehn Jahren im internationalen Fondsgeschäft tätig. Rummler wechselte im Juni 2006 nach fünf Jahren in leitender Position bei der Hauck & Aufhäuser Investment Gesellschaft S.A. zur DZ PRIVATBANK S.A. als Leiter Set-Up, Consulting, Kundenbetreuung und New Product Process im Bereich Investmentfonds der Bank. Rummler, der langjährige Erfahrung im Segment Alternative Investments verfügt, hat seit 2009 die starke Stellung der Verwaltungsgesellschaft durch die Konzeption und Auflegung kreativer und individueller Investmentfonds weiter ausgebaut.

Jean Schaffner heads the Luxembourg tax practice and has also been a member of Allen & Overy's global tax board, the firm-wide management body of the Tax department. He advises various international investment banks on tax structured finance schemes (including securitisations) and has extensive experience in advising institutional investors and private equity funds in cross-border investments all over Europe. He has significant expertise in advising clients on tax aspects for Luxembourg investments and in relation to the structuring of international acquisitions via Luxembourg regulated and non-regulated vehicles. He has more than 20 years of experience as a tax lawyer and has written several books on Luxembourg and international taxation.

 

Ingo Speich joined the equity portfolio management of Union Investment in August 2004. As Head of Sustainability and Engagement he is responsible for sustainable investments, corporate governance and active engagement. After a training at Dresdner Bank Ingo studied business administration at Boston University/USA, University of Durham/UK, European Business School/Germany, University of Trier/Germany. Ingo received degrees as Diplom-Kaufmann and Master of Business Administration (MBA). Additionally, he successfully completed the programme Chartered Financial Analyst (CFA).

 

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 (BCEE) from 2001-2006, after holding various senior positions in the Securities & Custody department since 1993. 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 the Board of Directors of the Luxembourg Supervisory Authority (CSSF) and a member of the Consultative Committee for Prudential Regulation. Camille is also a member of the High-Level Committee of the Financial Centre set up by the Ministry of Finance. Furthermore, he represents ALFI at the Board of Directors of the European Fund and Asset Management association (EFAMA) and is a Board member of PROFIL SA and XBRL asbl. Camille 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 accomplished traineeships in London and New York. A Luxembourg native, Camille is fluent in English, French and German.

Georg Wunderlin, Auda International LP, New York, Chief Operating Officer. As COO Auda International, Dr. Georg Wunderlin is responsible for Solutions and Product Development, Investor Relations and Client Service and for overall coordination of Business Development. In addition he covers Auda’s third party placement relationships and heads Auda’s Managed Account Platform. He has over 15 years of experience within Investment and Finance and joined Auda in 2012. Previously, Dr. Georg Wunderlin was Member of the Executive Board Wealth Management at UBS Germany, where he led the Family office and Professional Clients Division. He started his career at The Boston Consulting Group, where we was advising clients in the Corporate Finance and Financial Institutions Practice Area. Dr. Georg Wunderlin studied at University of St. Gallen and Stockholm School of Economics and holds a  lic. Oec. (HSG) and CEMS Master, as well as a Dr. oec.  from University of St. Gallen, Switzerland.

Julien Zimmer ist Generalbevollmächtigter Investmentfonds der DZ PRIVATBANK S.A. Seit mehr als 14 Jahren ist er dort erfolgreich verantwortlich für die Themen rund um die Auflage von Fondsprodukten, deren Administration, die damit verbundene Kunden­betreuung, sowie allen Fragen und Zuständigkeiten rund um das Investmentfondsgeschäft der DZ PRIVATBANK. Des Weiteren ist er Mitglied in verschiedenen Aufsichtsräten/ Verwaltungsräten, u.a. von IPConcept (Luxemburg) S.A und IPConcept (Schweiz) AG. Julien Zimmer ist seit 1999 Mitglied des Verwaltungsrates des Verbandes der Luxemburger Fondsindustrie ALFI (Association of the Luxembourg Fund Industry) und besetzt dort seit 2005 zusätzlich die Rolle des Treasurer. Darüber hinaus arbeitet er seit 1998 aktiv im Fondsausschuss (Comité OPC) und seit 2014 in dem damals neu gegründeten Comité GFIA (Ausschuss für alternative Investmentfonds) der luxemburgischen Aufsichtsbehörde CSSF (Commission de Surveillance du Secteur Financier) mit. Er blickt auf weitreichende Erfahrungen im Zusammenhang mit dem Investmentfonds­geschäft zurück, unter anderem aus seiner Zeit als geschäftsführender Verwaltungsrat der Fondsgesellschaften Euro Fonds Services sowie Unico Financial Services. Seine ursprüng­lichen Wurzeln zum Fondsgeschäft fand Julien Zimmer bei der Banque Internationale à Luxembourg.
 
 
 
Updated on 04/07/16  
Share |