FRANKFURT
ROADSHOW
Luxembourg :
Internationaler Fondsstandort
mit globaler Ausrichtung
Kap Europa
6. Juli 2015
programm
08.30 – 09.30
Ankunft der Teilnehmer und Anmeldung
09.30 – 09.45
Begrüßung & Einführung
Julien Zimmer, Member Board of Directors, ALFI
09.45 – 10.45
Roundtable: Ausblick 2020
Moderator: Camille Thommes, Director General, Association of the Luxembourg Fund Industry
Panelists:
Manfred Bauer, CEO, Deutsche Asset & Wealth Management Investment S.A.,
Luxemburg
Christian Machts, Managing Director, Head of Retail Germany, Austria and Eastern
Europe, BlackRock, Frankfurt
Andreas Maskow, Head of Unit Public Affairs, Union Asset Management Holding AG,
Frankfurt
Marcel Renné, Vorsitzender des Vorstands, FERI Trust (Luxembourg) S.A., Managing
Partner Feri Group
Dr. Kai Wallbaum, MBA, FRM, Managing Director, Head of Products Europe
Head of Life/Asset Products, Allianz Global Investors GmbH, Frankfurt am Main
10.45 – 11.15
Kaffeepause
11.15 – 12.05
Fondsvertrieb: Chancen im neuen regulatorischen Umfeld
MIFiD II - PRIPs - AIFM Pass - Nationale/Regionale Vertriebsregeln - Neue Produkte - Neue
Märkte - Revision der Prospektus Direktive
Moderator: Charles Muller, Partner Regulatory IM, KPMG, Luxemburg
Panelists:
12.05 – 12.45
Gast Juncker, Partner, Elvinger, Hoss & Prussen, Luxemburg
Dr. Sven Olaf Eggers, Geschäftsführer, Patrizia WohnInvest
Kapitalverwaltungsgesellschaft (KVG) Augsburg
Nikolaus Rummler, Managing Director, IPConcept (Luxemburg) S.A.
Daniel Scire, Head of Compliance, Franklin Templeton Investment Services GmbH,
Frankfurt
ELTIFs – Top oder Flop?
Moderator: Catherine Rückel, Partner, PwC, Luxemburg
Panelists:
12.45 – 14.15
Hermann Beythan, Partner, Linklaters LLP, Luxemburg
Alexander Schindler, Member of the Executive Board, Union Asset Management
Holding AG, Frankfurt am Main
Hermann Wüstefeld, Managing Director, AWM - Investment Platform, Alternatives and
Fund Solutions, Frankfurt
Stehbüffet
programm
Parallel stattfindende Workshops
14.15 – 15.15
Workshop I: Operationelle Themen
Segregation - Bearer shares & Global Certificates - Share Classes - Auslagerung - Reporting Data Management
Moderator: Julien Zimmer, General Manager Investment Funds, DZ PRIVATBANK S.A., Luxemburg
Panelists:
14.15 – 15.15
Gudrun Goebel, Chief Operating Officer, RBS (Luxembourg) S.A.
Vanessa Grüneklee, Global Head of Distribution and Client Operations, Axa
Investment Managers Deutschland GmbH, Frankfurt
Christoph Haas, Partner, EY, Luxemburg
Johannes Höring, Rechtsanwalt, Bödecker Ernst & Partner, Steuerberater
Rechtsanwälte, Düsseldorf
Workshop II: Real Estate & Private Equity Strukturen
Moderator: Joëlle Hauser, Partner, Clifford Chance, Luxemburg
Panelists: Arne Bolch, Counsel, Allen & Overy, Luxemburg
Alexander Taft, Managing Director, Structured Finance, Invesco Real Estate München
Dominik Thienel, Vice President, Warburg Invest Luxembourg S.A.
Max Welbes, Partner, MNKS S.à r.l. Luxemburg
14.15 – 15.15
Workshop III: Alternative Fondsstrukturen
Alternative UCITS & Hedge Fonds
Moderator: Claude Niedner, Partner, Arendt & Medernach, Luxemburg
Panelists:
14.15 – 15.15
Martin Bock, Director, Deloitte, Luxemburg
Daniel Flück, Direktor Sales und Business Development, Universal-InvestmentLuxembourg S.A., Luxemburg
Mathias Turra, Geschäftsführendes Verwaltungsratsmitglied, Commerz Funds
Solutions S.A., Luxemburg
Michael Sanders, Chairman of the Board and Managing Director, Alceda, Luxembourg
Roundtable: Neues über die wichtigsten Aspekte nachhaltiger Geld- und
Kapitalanlagen
Microfinance & Inclusive Finance, Impact Investing, Socially Responsible Investing & “ESG”
Moderator: Annemarie Arens, General Manager, LuxFLAG, Luxembourg
Panelists:
15.15 – 16.00
Anja Mikus, Chief investment Officer, Partner, Arabesque (Deutschland) GmbH,
Frankfurt
Christoph Jochum, Senior Consultant, Head of Austria and Germany, CSSP - Center
for Social and Sustainable Products AG
Uwe Schober, Head Equity Team and MENA Region, Finance in Motion, Frankfurt
Christian Vomberg, Senior Portfolio Manager, Director, Bank J. Safra Sarasin
(Deutschland) AG
Kaffee und Ende der Veranstaltung
sponsors
roadshow
06/07/ 15
frankfurt

vorläufiges Programm - sga