All sessions are indicated in local time.

8.00 - 8.45
Registration and breakfast

8.45 - 8.50
Welcome address by ALFI

Speaker
Jean-Marc Goy
Jean-Marc Goy
ALFI

Chairperson

8.50 - 8.55
Welcome address by the Consulate General of Luxembourg in New York

Speaker
Paul Steinmetz
Paul Steinmetz
Consulate General of Luxembourg in New York

General Consul

8.55 - 9.00
Opening by the Master of ceremony

Master of Ceremony
Nicolas Fermaud
Nicolas Fermaud
Elvinger SARL PLLC

Partner - Head of the New York office

9.00 - 9.10
A global macro-economic view on fund distribution

Speaker
Daniel Gerard
Daniel Gerard
State Street

Senior Multi-Asset Strategist

9.10 - 10.00
Retailisation of PA, reality or hype?

Delve with us into the retailisation of private assets to understand if this trend is a fleeting buzz or a concrete shift in investment strategies. Our engaging session will examine Luxembourg's role in pioneering accessible fund structures for private assets, addressing the changing demands of LPs and the trends we are seeing on the market. We'll discuss the overarching successes and obstacles encountered, and illuminate the regulatory environment influencing Luxembourg's position as a leader in widening the investor base for private markets. Join us for an insightful analysis into how Luxembourg is shaping the landscape for retail investors venturing into private assets, offering a glimpse into the future of global fund distribution.

Moderator
Claire Prospert
Claire Prospert
Linklaters

Partner

Panellists
Steven Greenspan
Steven Greenspan
J.P. Morgan Asset Management

Global Director of Product Development

Jarrett Mellman
Jarrett Mellman
iCapital Network

Senior Vice President, Fund Management & Research

Cyril Schopfer
Cyril Schopfer
CACEIS Investor Services Bank S.A

Managing Director & Head of CACEIS US

Stefan Staedter
Stefan Staedter
Arendt & Medernach

Partner, Head of Office New York

10.00 - 10.40
Illuminating industry insights

Are you losing sleep over pressing industry concerns? ALFI offers a dynamic solution in the form of rapid-fire executive briefings that resemble the efficiency of speed dating. Our briefings are designed to address the questions that keep you awake at night, delivering essential insights on pivotal industry topics. These sessions delve into regulatory nuances and hard-hitting business facts while analysing their direct impact on the business models and value chains of asset managers, management companies, and their products. Our format is crisp and to the point, with a total of 4 briefings, interspersed with engaging Q&A sessions to ensure all your queries are met.

AIFMD II + UCITSD: Nicolas Fermaud, Elvinger SARL PLLC
Distribution opportunities and challenges: Frank van Kuijk, Loyens & Loeff
Sustainability: Maren Stadler-Tjan
Clifford Chance Valuation: Rafael Perez, One Group Solutions

Moderator
Serene Shtayyeh
Serene Shtayyeh
PwC

Partner

Panellists
Nicolas Fermaud
Nicolas Fermaud
Elvinger SARL PLLC

Partner - Head of the New York office

Joshua Goldman
Joshua Goldman
Blackstone

Senior Vice President

Adam King
Adam King
KKR

Principal

Rafael Perez
Rafael Perez
ONE group solutions

Business Development Lead, Americas

Maren Stadler-Tjan
Maren Stadler-Tjan
Clifford Chance

Partner

Frank Van Kuijk
Frank Van Kuijk
Loyens & Loeff

Partner

10.40 - 11.10
Coffee break

11.10 - 11.45
Update from the regulators

Supervisory authorities play a crucial role in maintaining and promoting a welcome sense of order. Robert Shapiro from the SEC and Marco Zwick from the CSSF will talk about the expectations of the institutions they represent, share their key priorities, discuss opportunities and hot topics of significant focus for both regulators such as AML/CFT, operational resilience, liquidity risk management, sustainable finance, …. to name a few.

Interviewer
Jean-Marc Goy
Jean-Marc Goy
ALFI

Chairperson

Interviewee(s)
Robert Shapiro
Robert Shapiro
US Securities and Exchange Commission

Assistant Director, Investment Management Division

Marco Zwick
Marco Zwick
Commission de Surveillance du Secteur Financier

Director

11.45 - 12.25
Operational aspects of Luxembourg funds

The panel of experienced professionals from Asset Management, Banking, and Fund Administration providers will provide their interactive insight into the Operational aspects of executing against an international distribution strategy. What have we learned? Where do we go? What worked and didn't work?

Moderator