alfi leading edge conference AIFMs & Super ManCos 8 Northumberland Avenue

alfi leading edge conference
AIFMs & Super ManCos
Practical Insights and 1st Experiences
www.alfi.lu
8 Northumberland Avenue
November 14th, 2014
welcome
Dear Fund Industry Professionals,
ALFI is pleased to invite you to its Leading Edge Conference fully dedicated to the structur
-ing and operational aspects of Alternative Investment Fund Managers and Super “Mancos”.
AIFMs and Super ManCos - Practical Insights & 1st Experiences
an ALFI Leading Edge Conference
Friday 14 November 2014
8 Northumberland Avenue, London WC2N 5BY
Now that the AIFM Law is in full force and effect, this one day event will combine a
thorough legal and regulatory analysis, highly topical research, practical insights and
technical workshops that will provide an ideal opportunity for all industry stakeholders to
gain a deep insight on what the regulations mean for them in practice.
The conference will be a unique opportunity to hear from and exchange views with industry
leading experts on:
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The Luxembourg evolving Alternative Investment Management Company Operating Models;
Fundamentals and practical aspects of setting up and structuring a ManCo;
Fundamentals of structuring an AIF;
Practical aspects on distribution of AIFs;
AIFM Reporting;
Liability of the Depositary;
Remuneration;
Please find the conference programme and the registration form on our dedicated website.
Attendance fees start at only £160 for members and £200 for non-members.
We hope to have the pleasure of welcoming you to the conference.
Yours sincerely
Camille Thommes
Director General, ALFI
programme a.m.
08.30– 09.00
Registration & Breakfast
09.00 – 09.10
Welcome & Introduction
Camille Thommes, Director General, Association of the Luxembourg Fund Industry
09.10 – 09.20
Chairperson’s introduction
Pervaiz Panjwani, Country Officer, Citi Bank International Limited, Luxembourg
09.20 – 09.40
Setting the scene: AIFM registration status
Olivier Carré, Partner, PwC, Luxembourg
09.40 – 10.20
The Luxembourg evolving Alternative Investment Fund Management
Company Operating Models
How does it work to set-up a Luxembourg Alternative Investment Fund Management Company
•AIFM in London/AIF in Luxembourg
•Third Party ManCo in London/AIF in Luxembourg
•Third Party ManCo & AIF in Luxembourg/Investment Manager in London
Moderator: Michael Hornsby, Partner, EMEIA Real Estate Funds Leader, EY, Luxembourg
Panelists:
Daniela Klasen-Martin, Managing Director, Crestbridge S.A., Luxembourg
Pierre Weimerskirch, Managing Director, Luxembourg Investment Solutions S.A.,
Luxembourg
Thomas Nummer, Managing Director, Carne Global Financial Services, Luxembourg
10.20 – 10.40
Coffee Break
10.40 – 11.10
Fundamentals of structuring an AIFM
Jerôme Wigny, Partner, Elvinger, Hoss & Prussen, Luxembourg
10.40 – 11.50
Fundamentals of structuring an AIF
Moderator: Jean Christian Six, Partner, Allen & Overy, Luxembourg
Panelists:
11.50 – 12.30
Alexandra Hone, Associate Director - Mezzanine Funds Administration, Intermediate
Capital Group PLC, London
Roman Hackelsberger, Chief Legal Officer, Pinebridge Investments Europe Ltd, London
Brian McMahon, Managing Director Business Development, The Bank of New York
(Mellon), Luxembourg
Practical aspects on distribution of AIFs
•Passport
•Private Placement
•Reverse Solicitation
Moderator: Gilles Dusemon, Partner, Arendt & Medernach, Luxembourg
Panelists:
Gudrun Goebel, COO, RBS (Luxembourg) S.A.
Keith Burman, Partner, ManagmentPlus (Luxembourg) S.A.
Claus Mansfeldt, Chairman & Managing Director, SwanCap Investment Management
S.A., Luxembourg
12.30 – 12.35
Chairperson’s wrap up
12.35 – 13.30
Buffet Lunch
programme p.m.
Afternoon Sessions
13.30 – 14.00
Focus on: AIFM Reporting-are you ready to report?
•Regulatory Reporting - 1st Experiences
Leon Schwab, Director, BlackRock Luxembourg S.A.
Mario Mantrisi, Senior Advisor to the CEO, KNEIP, Luxembourg
14.00 – 14.40
Focus on: Depositary Liability
Ian Barnes, Executive Director, J.P. Morgan Bank Luxembourg S.A.
Hermann Beythan, Partner, Linklaters LLP, Luxembourg
Gérard Lorent, Director, Deloitte, Luxembourg
14.40 – 15.10
Focus on: Remuneration
•7 key questions & answers
Dan Hedley, Head of Regulatory Policy, Fidelity Worldwide Investments, London
Charles Muller, Partner, KPMG, Luxembourg
15.10 – 15.15
Chairperson’s closing remarks
sponsors
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london
14/11/ 14
Leading Edge Conference