roadshow oktober 2014

zürich,1. oktober 2014

Luxembourg:The Global Fund Centre

zurich, october 1st, 2014geneva, september 30th, 2014

sept.-oct. 2014roadshow

welcome

Dear fund industry professional,

The world of asset management is moving fast. The AIFM Directive has already entered into force more than one year ago, and the drawing up of UCITS V and VI regulations is making rapid progress.

It is high time, therefore, to exchange first experiences with the new environment for alter-native investment funds and to attempt an outlook on what the new regulatory framework might bring in the years to come.

That’s what we plan to do, together with you, at our roadshows in Geneva and Zurich to which I would like to cordially invite you on behalf of the Association of the Luxembourg Fund Industry ALFI.

Geneva - 30 September 2014(seminar held in french)Grand Hotel Kempinski

Quai du Mont-Blanc 19, 1201

Zurich - 1 October 2014(seminar held in english)

Hotel MarriottNeumuehlequai 42, 8006

At our seminars, we also offer you a series of parallel workshops dealing with the structur-ing of private funds, corporate governance and risk management, trends in cross-border dis-tribution under the Swiss perspective and the structuring of non-traditional funds.

Experienced asset managers and well acknowledged lawyers, consultants and tax experts will share their knowledge with you and be at your disposal for questions and discussions.

The lunch will provide you with ample opportunity to make contacts in an informal atmos-phere and to deepen the topics you are most interested in.

The seminar is free of charge. A detailed program is enclosed.

We hope you will consider attending our seminar and forward our invitation to colleagues you believe would be interested to participate.

Please confirm your participation by registering online in the events section of the ALFI web-site www.alfi.lu.

We look forward to welcoming you.

Sincerely,

Camille Thommes,Director General, ALFI

08.00 – 8.30 Accueil et petit-déjeuner

08.30 – 09.00 Discours d‘ouvertureH.E. Mr. Marc Thill, Ambassadeur du Grand Dûché de Luxembourg en SuisseCamille Thommes, Director General, ALFI

09.00 – 10.00 Table Ronde: L’industrie de la gestion d’actifs en 2015 et au-delà

Modérateur: Marc Saluzzi, Chairman, ALFI

Panélistes: Lionel Aeschlimann, CEO Mirabaud Asset Management, GenevaAlexandre Meyer, General Counsel, Lombard Odier Asset Management (Switzerland) S.A., Geneva

10.00 – 10.30 Pause café

10.30 – 11.20 AIFMD: Premières expériences pratiques

Modérateur: Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A., Luxembourg

Panélistes: Olivier Carré, Partner, PwC, LuxembourgSébastien Danloy, CEO, RBC Investor Services Bank S.A., LuxembourgJean-Daniel Zandona, Director, Credit Suisse Fund Services (Luxembourg) S.A., LuxembourgClaude Niedner, Partner, Arendt & Medernach, Luxembourg

11.20 – 12.10 UCITS V & VI: Nouveaux développements

Modérateur: Charles Muller, Partner, KPMG, Luxembourg

Panélistes: Hermann Beythan, Partner, Linklaters LLP, LuxembourgPhilippe Burgener, Counsel, Elvinger, Hoss & Prussen, LuxembourgPierre Cimino, Managing Director, Caceis Bank LuxembourgYvan de Laurentis, Head of Depositary and Fiduciary Services, BNP Paribas Securities Services, Luxembourg

12.10 – 13.40 Déjeuner

programme matin Genève - seminaire présenté en français

programme après-midi Genève - seminaire présenté en français

13.40 – 14.55 Ateliers simultanés

Structuration de Fonds Privés / Gestion de Patrimoines / d’Actifs

Modérateur: Paul van den Abeele, Partner, Clifford Chance, Luxembourg

Panélistes: Arnaud Bon, Private Equity & Real Estate Industry Leader, SGG Group, Luxembourg Gilles Dusemon, Partner, Arendt & Medernach, LuxembourgPierre Even, Fondé de pouvoirs, Business development, Banque de LuxembourgGast Juncker, Partner, Elvinger, Hoss & Prussen, Luxembourg

Tendances dans la distribution transfrontalière sous perspective suisse

Modérateur: Rafael Aguilera, Executive Director, EY, Luxembourg

Panélistes: Omar Chanan, Vice President CIMC Luxembourg Conducting Officer, Risk Senior Manager Europe and Asia, Capital International Management Company LuxembourgManfred Dietrich, Partner, Van Campen Liem, LuxembourgChristophe Saint-Mard, Partner, Global Fund Distribution, PwC, LuxembourgBernard Tancré, Head of Business Solutions - Investment Fund Services, Clearstream Banking S.A., Luxembourg

Corporate Governance / Risk Management

Modérateur: Kai Braun, Executive Director, EY, Luxembourg

Panélistes: Silke Bernard, Managing Associate, Linklaters LLP, LuxembourgAxelle Ferey, General Manager, ARKUS FS., LuxembourgAlan Picone, Managing Director, Global Head of Risk, Kinetic Partners (Luxembourg) Management Company S.à r.l Xavier Zaegel, Partner, Deloitte, Luxembourg

Fonds non-traditionnelsDéveloppement de fonds spécialisés en micro-finance, ESG, finance Islamique...

Modérateur: Germain Birgen, Directeur Professional Banking, Banque de Luxembourg S.A.

Panélistes: Jane Wilkinson, Partner, KPMG, LuxembourgNicolas Hennebert, Partner, Deloitte, LuxembourgSachin Vankalas, Operations Officer, LuxFlag, LuxembourgRégis Veillet, Head of Sales & Client Relationship, Société Générale Securities Services Luxembourg

14.55 – 15.30 Pause café et fin de l’évènement

programme a.m. Zurich - seminar held in english

08.00 – 8.30 Registration & breakfast

08.30 – 09.00 Welcome and IntroductionH.E. Mr. Marc Thill, Ambassador of the Grand Dûché of Luxembourg in SwitzerlandCamille Thommes, Director General, ALFI

09.00 – 10.00 Roundtable: The Asset Management Industry in 2015 and onwards

Moderator: Marc Saluzzi, Chairman, ALFI

Panelists: Christian Hinze, Managing Director, COO, BlackRock, ZurichJens Kruse, Director & Country Head, Franklin Templeton Switzerland Ltd., ZurichMartin Thommen, Head UBS Funds, UBS Global Asset Management, Zurich

10.00 – 10.30 Coffee break

10.30 – 11.20 AIFMD: First practical experiences

Moderator: Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A.

Panelists: Olivier Carré, Partner, PwC, LuxembourgSébastien Danloy, CEO, RBC Investor Services Bank S.A., LuxembourgJean-Daniel Zandona, Director, Credit Suisse Fund Services (Luxembourg) S.A.LuxembourgClaude Niedner, Partner, Arendt & Medernach, Luxembourg

11.20 – 12.10 UCITS V & VI: Latest developments

Moderator: Charles Muller, Partner, KPMG, Luxembourg

Panelists: Hermann Beythan, Partner, Linklaters LLP, LuxembourgPhilippe Burgener, Counsel, Elvinger, Hoss & Prussen, LuxembourgYvan de Laurentis, Head of Depositary and Fiduciary Services, BNP Paribas Securities Services, Luxembourg Thomas van Ditzhuyzen, Head Private Labelling, Swiss & Global Asset Management Ltd., Zurich

12.10 – 13.40 Lunch break

13.40 – 14.55 Simultaneous workshops

Structuring Private Funds / Wealth Management

Moderator: Paul van den Abeele, Partner, Clifford Chance, Luxembourg

Panelists: Arnaud Bon, Private Equity & Real Estate Industry Leader, SGG Group, LuxembourgGilles Dusemon, Partner, Arendt & Medernach, LuxembourgGast Juncker, Partner, Elvinger, Hoss & Prussen, LuxembourgAndré Müller-Wegner, Head Investment Fund Product Development & Management, UBS AG, Zurich

Trends in crossborder distribution under the Swiss perspective

Moderator: Rafael Aguilera, Executive Director, EY, Luxembourg

Panelists: Manfred Dietrich, Partner, Van Campen Liem, LuxembourgHeinz Hofmann, Chief Executive, HSBC Global Asset Management, ZurichOliver Schachinger, Partner, Global Fund Distribution, PwC, LuxembourgJulien Zimmer, General Manager Investment Funds, DZ PRIVATBANK S.A., Luxembourg

Corporate Governance / Risk Management

Moderator: Kai Braun, Executive Director, EY, Luxembourg

Panelists: Silke Bernard, Managing Associate, Linklaters LLP, LuxembourgMartin Jufer, Member Group Management Board, Swiss & Global Asset Management Limited, ZurichAlan Picone, Managing Director, Global Head of Risk, Kinetic Partners (Luxembourg) Management Company S.à r.lJan van Delden, Partner, Deloitte, Luxembourg

Non-traditional FundsDevelopment of specialist funds in Microfinance, ESG, Islamic Finance...

Moderator: Germain Birgen, Directeur Professional Banking, Banque de Luxembourg S.A.

Panelists: Jane Wilkinson, Partner, KPMG, LuxembourgNicolas Hennebert, Partner, Deloitte, LuxembourgSachin Vankalas, Operations Officer, LuxFlag, LuxembourgRégis Veillet, Head of Sales & Client Relationship, Société Générale Securities Services Luxembourg

14.55 – 15.30 Closing coffee

programme p.m. Zurich - seminar held in english

sponsors

roadshow30/09/ 1401/10/14

genevazurich