|09.00 – 09.15 Welcome|
Camille Thommes, Director General, ALFI
|09.15 – 09.20 Chairperson’s introduction|
Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A.
|09.20 – 09.30 - Video Message in Geneva & will be present in Zurich|
H.E. Pierre Gramegna, Minister of Finance, Luxembourg
|09.30 – 09.55 - Keynote Speech|
Simon Bryceson, Issues Management & Strategy Consultant, Region of Brussels
|10.25 – 11.25 - CEO Panel – New Realities|
|Nicolas Mackel, CEO, Luxembourg for Finance, Luxembourg|
Nicolas Mackel is CEO of Luxembourg for Finance, the Agency for the Development of the Financial Centre, since July 2013. Nicolas is a career diplomat. He has graduated with a law degree from the University of Aix-en-Provence, and holds two post-graduate diplomas in European law from the Sorbonne University, respectively the College of Europe in Bruges where he then also served as a teaching assistant in the Law Department. He worked as a legal clerk at the European Court of Justice before joining the Ministry of Foreign Affairs in 1999. His assignments focused on the successive EU Treaty negotiations (Amsterdam, Nice, Constitution, Lisbon). Nicolas was consecutively posted at Luxembourg's Permanent Representation to the EU (2002-07), as Deputy Chief of Mission at Luxembourg's Embassy in Washington DC (2007-11) and as Consul General in Shanghai (2011-13) where he was in charge of promoting Luxembourg's economic interests throughout China as the Executive Director of the Luxembourg Trade and Investment Office.
|Heinz Hofmann, CEO, HSBC Global Asset Management (Switzerland) Ltd., Zurich|
Heinz Hofmann holds the Chief Executive Officer position at HSBC Global Asset Management (Switzerland) Limited and is responsible for the distribution of HSBC funds in Switzerland. He joined HSBC Group in 2003 and held several positions in Business Development and Private Banking. He gained experience in the fund industry over the last 25 years and worked for several fund management houses during that time.
|Christoph Halbluetzel, Managing Director Switzerland, Lombard International Assurance S.A., Zurich|
Christoph joined Lombard International Assurance in 2015 as Managing Director, Head of Switzerland. He is responsible for developing and growing the company’s wealth management activity and commercial strategy in Switzerland. Christoph began his professional career in the insurance industry in Switzerland and France in 1989 prior to moving to the banking industry where he held various senior positions in wealth management in Switzerland, covering several countries in EMEA.
|Martin Möller, Digital Strategy & Transformation, Credit Suisse Financial Services, Zurich|
Following several roles within Credit Suisse’s Global Strategy Department as well as Premium Clients Division with a focus on market-, segment and operating strategy as well as business innovation topics, Martin is today part of the bank’s digital transformation efforts. He is responsible for driving the development of the front-to-back digitalization strategy for the Swiss Universal Bank’s private client businesses from retail & affluent clients over HNWIs to UHNWIs. In addition, working closely with different front units he is developing new private as well as corporate client business models responding to shifting client needs and changing competitive dynamics.
Jean Keller, CEO, QUAERO Capital SA, Geneva
|11.25 – 12.40 - New Opportunities – New Products|
Olivier Carré, Partner, PwC, Luxembourg
|Xavier Balthazar, Partner, PwC, Luxembourg|
|Gast Juncker, Partner, Elvinger Hoss Prussen, Luxembourg|
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).
|Dominik Rutishauser, Executive Director, Head Business Development Private Labelling, GAM Investment Management (Switzerland) Ltd., Zurich|
Dominik Rutishauser has been working in the financial industry for over 15 years. He started his career as legal engineer at the fund management company of UBS. Thereafter he held various positions at UBS (ABS structurer and credit portfolio manager) and at Swiss Re (credit structurer and underwriter for commodity trade finance) before he joined GAM’s private labelling team in 2009. Dominik has a Master of Law and an Executive MBA from the University of Fribourg respectively the University of Strathclyde.
|Gudrun Göbel, Executive Director – Network & Client Relationships, FundRock Management Company S.A., Luxembourg|
Gudrun Göbel joined FundRock in June 2014 as Executive Director Operations and COO with responsibility for the fund risk management and investment compliance monitoring, delegates and depositary oversight, Data Management as well as client relationship management. She actively engages in various market associations. Gudrun has been appointed Executive Director Network & Client Relationships in September 2016, which includes the management of our executive relationships with industry associations, other industry participants and the executive client relationships. Prior to joining FundRock in June 2014, Gudrun held various positions at State Street and SGSS Luxembourg, where she was recently as COO for Fund Processing Services. Gudrun holds a diploma in mathematics and economics.
|Daniela Klasén-Martin, Managing Director, Country Head, Crestbridge S.A., Luxembourg|
Daniela’s career has crossed borders and spanned the width of the financial sector. She arrived in Luxembourg in 1997 and has hold positions as Head of Finance and CEO/Managing Director, gaining strong expertise in providing corporate governance and risk management services for both UCITS and alternative Funds. Joining Crestbridge Luxembourg in 2010 as Managing Director and Country Head, she has led the firm to be one of the first third party management companies to provide services to AIFMs/AIFs, UCITS as well as VC Funds. She also acts as Director and Conducting Officer for UCITS, AIFs and AIFMs, investing in both financial and non-financial assets. Mrs Klasén-Martin contributes actively to the Fund Industry, sitting on a number of ALFI committees within risk management and fund governance and as a member of ILA (Luxembourg Institute of Directors) and of ALRiM (the Luxembourg Association for Risk Management professionals). She is frequently speaking at fund events on topics such as risk management and fund governance.
Hermann Beythan, Partner, Linklaters LLP, Luxembourg
Michael Kehl, Managing Director, UBS AG, Global Asset Management, Zurich
|14.00 – 15.00 MAINSTREAM UCITS WORKSHOP|
|Simon Ramos, Partner, Deloitte, Luxembourg|
Simon is a Partner in Deloitte Luxembourg’s Advisory & Consulting practice. He has over 20 years of professional experience in the field of investment funds and banking institutions, covering strategic, operational and regulatory aspects. Its major customers are Asset Management and International Banking groups having an establishment in Luxembourg and in the EMEA region at large. Simon is coordinating Deloitte Luxembourg’s Investment Management services for the Advisory & Consulting function. He is also centralizing the Regulatory services rendered to financial institutions. Simon also holds various coordination roles within Deloitte’s Investment Management industry at EMEA level. He is the chief editor of the "Performance" publication, Deloitte’s first Global and sector related publication. He is leading Deloitte’s EMEA regulatory watch services rendered to asset managers and asset servicers. Simon is the co-chairman of ALFI’s Investor Forum.
|Philippe Burgener, Counsel, Elvinger Hoss Prussen, Luxembourg|
Philippe Burgener’s practice concentrates on collective asset management and investment funds. He advises a number of investment fund promoters and other financial institutions in relation to the set-up and structuring of their Luxembourg investment fund operations. He is a member of the Bar of the Canton of Fribourg, Switzerland and joined Elvinger Hoss Prussen in 2007. He was admitted to the Luxembourg Bar in May 2007 under his home title. Philippe became counsel in 2012. He is a "licencié en droit" from the "Université de Fribourg" and holds an LLM in European Economic Law from the University of Zürich. Before joining Elvinger Hoss Prussen, he worked for the SWX Swiss Exchange Disclosure Office, becoming its head in 2004. He has also worked as a Compliance Officer for Vontobel Fonds Services AG, dealing with investment funds in Switzerland and Luxembourg. He is fluent in English, French and German.
|Stéphane Ries, Head of Institutions Desk-Group Business Development, KBL European Private Bankers, S.A., Luxembourg|
Stéphane Ries is Head of Institutions Desk – Group Business Development of KBL epb S.A. in Luxembourg.
Steve David, Country Head, Northern Trust Luxembourg
Martin Jufer, Member of the Group Management Board, Head of Operations, GAM, Zurich
|14.00 – 15.00 PRIVATE EQUITY STRUCTURES WORKSHOP|
|Kai Braun, Partner, EY, Luxembourg|
Kai has more than 10 years experience as a consultant at Ernst & Young in the alternative investment sector. He also gained significant hands-on experience while working as head of operations for a leading German service provider both in terms of administration and custody in Luxembourg. In this position, Kai was in charge of accounting, transfer agency and reporting for 25 PE and RE funds and 80 Luxembourg domiciled companies and SPVs.
|Yannick Arbaut, Counsel, Allen & Overy, Luxembourg|
Yannick specialises in the structuring, setting up, and registration of regulated funds (UCITS, Part II funds, SIFs and SICARs) and unregulated funds (limited partnerships) for institutional and non-institutional investors in a variety of areas including private equity, real estate, equity, bonds and derivatives. Yannick also provides ongoing regulatory advice to clients on Luxembourg investment funds and other areas of law relating to the funds business and transactions (ie, finance, corporate, derivatives, etc). Yannick is an active member of the Association of the Luxembourg Fund Industry (ALFI) and the Luxembourg Banking Lawyers Association (ALJB). He joined Allen & Overy Luxembourg in 2007.
|Giuliano Bidoli, Partner, KPMG, Luxembourg|
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. “
Kavitha Ramachandran, Senior Manager , Business Development and Client Management, Maitland
Yvonne Stillhart, Independent Chairman of Private Equity organizations, Enoha GmbH
|15.00 – 16.00 RESPONSIBLE INVESTING WORKSHOP|
Fabio Sofia, President of Sustainable Finance Geneva & Executive Director, Head of Client Relationship, Symbiotics, Geneva
|Sachin S. Vankalas, Head of Operations & Sustainability, LuxFlag, Luxembourg|
Sachin Vankalas is a seasoned finance professional, with over a decade of professional experience in Asset Management and in particular in Impact and Responsible Investing. At present he works for LuxFLAG as a Head of Operations and Sustainability where he primarily works with Investment Funds active in Responsible / Sustainable Investing themes which include Microfinance, Climate, ESG, Impact Finance, etc. Prior to joining LuxFLAG, Sachin worked first as an Investment Officer for a Swiss Asset Management firm in Zurich and before as a Analyst in an International Rating Agency. Sachin completed executive education programs in Finance and Sustainability from Harvard University & NYU Stern and holds a MS in Banking and Finance from the Luxembourg School of Finance.
|Laura Hemrica, Global Head Corporate Citizenship & Foundations, Credit Suisse, Zurich|
|Angela de Wolff, Founding Partner Conser, Vice President Swiss Sustainable Finance, Geneva|
Angela de Wolff has been active in the financial sector since 22 years, with a focus on Responsible Investment (RI). Among others she has been leading the sustainability team at Lombard Odier bank. In 2007, she capitalized on her experience to create www.conser.ch an independent firm specialized on responsible investment. Angela is co-founder of Sustainable Finance Geneva. She is on the Board of “Banque Cantonale de Genève” (BCGE) and Vice-President of the platform « Swiss Sustainable Finance ». Ms. de Wolff obtained a Master in economics from the Lausanne University in 1989. She became a Certified European Financial Analyst (CEFA) in 2000
|Maurice Bauer, Secretary General, Luxembourg Stock Exchange|
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.
|Eric Borremans, Sustainability Expert, Pictet Asset Management, Geneva|
Eric Borremans is responsible for the development and implementation of sustainable investment strategies at Pictet Asset Management. Before joining Pictet Asset Management in 2013, he spent eleven years with BNP Paribas Investment Partners in Paris where he was successively in charge of ESG research, proxy voting, SRI development, and CSR. He was previously Head of Research Services with Sustainable Asset Management (Zurich) until 2002. He started his career in 1992 at Environmental Resources Management (ERM) advising multinational companies and public sector entities on environmental, health and safety issues. Eric holds a degree in Finance from Solvay Business School (Brussels) and an MBA in environmental management from Columbia Business School (New York). He was vice-Chair of the Institutional Investor’s Group on Climate Change from 2008 to 2015, and currently sits on FTSE Russell’s Environmental Markets Advisory Committee and the Climate Bonds Initiative (CBI) Standards Board.
|Christian Hertz, Legal Director, Luxembourg Investment Solutions S.A.|
Hakan Lucius, Professor of Finance, SciencesPo, Paris - Welch College of Business, Luxembourg
|15.00 – 16.00 REAL ESTATE STRUCTURES & DEBT FUNDS|
|Germain Birgen, Directeur, Banque de Luxembourg S.A., Luxembourg|
With more than 30 years of experience in the Luxembourg finance and fund industry, Germain Birgen, a Luxembourg national, is now a Director at Banque de Luxembourg, heading up the business development for its professional banking services. Prior to this, he was the Managing Director and Head of HSBC Securities Services Luxembourg and more recently led the Client Solutions Europe division within RBC Investor and Treasury Services. Over the years, he has been an active member of various industry bodies among which the Luxembourg Stock Exchange Commission, the Association of the Luxembourg Fund Industry (ALFI) as well as Luxembourg for Finance (LFF).
|Marc Meyers, Partner, Loyens & Loeff, Luxembourg|
Marc Meyers heads the Luxembourg investment management team of Loyens & Loeff. Marc specialises in advising clients in respect of the structuring, regulatory and transactional work for Luxembourg alternative investment fund structures, with a particular focus on private equity, debt and property funds. In addition, besides his fund-related work, he has broad experience in corporate and secured financing work. Marc is an active member of several working groups within the Association of the Luxembourg Fund Industry (ALFI), as well as the Luxembourg Private Equity and Venture Capital Association (LPEA). He is a member of the Luxembourg and New York Bars.
Thomas Goergen, Managing Partner, Luxembourg Investment Solutions S.A., Luxembourg
|Gilles Dusemon, Partner, Arendt & Medernach, Luxembourg|
Gilles Dusemon is a partner in the private equity/real estate investments practice of Arendt & Medernach and a member of the firm’s strategy board. He specialises in the formation of alternative investment funds (AIF). He has been a member of the Luxembourg Bar since 1997. Gilles Dusemon is actively involved with the Association of the Luxembourg Fund Industry (ALFI). He serves as co-chairman of ALFI's Private Equity and Venture Capital Working Group. He is also a founding member of LPEA, the Luxembourg Private Equity and Venture Capital Association, and is sitting on its Executive Board. Gilles Dusemon holds a Master's degree in business and tax law from the Université de Nice Sophia Antipolis (France), as well as an LL.M. in International Taxation from New York University (2000).
|Yves Cheret, Director, Crestbridge S.A., Luxembourg|