ALFI Roadshow to the USA
Where global fund leaders compare notes
Rafael Perez boasts nearly two decades of experience in the fund industry. His journey began in Luxembourg where he initially excelled in operations and account management at a leading Benelux Bank before transitioning to a client-facing role in BNP Paribas. In the United States, he spearheaded the establishment of an outbound sales team for EU-domiciled funds, collaborating with notable UK and US clients.
Focused on nurturing business growth, Rafael dedicated himself to developing commercial channels for outbound sales, particularly emphasizing Luxembourg and Dublin domiciled vehicles. He later assumed a regional co-leadership position at HSBC specializing in client development across North and Latin America.
Throughout his career, Rafael has closely collaborated with industry leaders, facilitating fund setups and cross-border initiatives. His dedication culminates in leading the establishment and expansion of the Americas region for ONE, leveraging his expertise to drive growth and success.
Speaking at
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?
Advisor and Board Member
Managing Director
Business Development Lead, Americas
Managing Director, Offshore Business Origination
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
Partner
Partner - Head of the New York office
Senior Vice President
Principal
Business Development Lead, Americas
Partner
Partner