switzerland roadshow - Botschaft von Luxemburg in Bern grand

SWITZERLAND
ROADSHOW
Luxembourg:
The Global Fund Centre
Grand Hotel Kempinski Geneva
28 October 2015
Hotel Marriott Zurich
29 October 2015
programme genève, 28 octobre
08.15 – 09.00
Accueil et petit-déjeuner
09.00 – 09.30
Discours d’ouverture
Marc-André Bechet, Director Legal & Tax,, ALFI
09.30 – 09.45
Luxembourg - Un centre financier international de premier plan
Tom Théobald, Deputy CEO, Luxembourg for Finance, Luxembourg
09.45 – 10.45
Table Ronde: L’industrie de la gestion d’actifs à l’horizon 2020
Modérateur: Lou Kiesch, Partner, Deloitte, Luxembourg
Panélistes: Andreea Stefanescu, Executive Director, Head Institutional Clients & Real Estate,
Private Labelling, GAM Investment Management (Switzerland) Ltd.
Hernri Hackenberg, Managing Director, Brown Brothers Harriman, Luxembourg
Sven Kasper, Senior Vice President, Director EMEA, Regulatory Industry and
Government Affairs, State Street Corporation, London
10.45 – 11.15
Pause Café
11.15 – 12.15
Tendances actuelles dans la distribution globale de fonds d’investissement
Passeports européens UCITS & AIF - un état des lieux; Nouveaux passeports (ex. Asie);
Rémunération des partenaires de distribution et impacts des changements réglementaires (ex.
MiFID II); Solutions opérationnelles et facteurs de succès
Modérateur: Gilbert Schintgen, CEO, UBS Fund Management (Luxembourg) S.A.
Panélistes:
12.15 – 12.30
Herman Beythan, Partner, Linklaters LLP, Luxembourg
Olivier Carré, Partner, PwC, Luxembourg
Mario Geniale, CIO, Bank CIC (Schweiz) AG, Basel
Daniel Häfele, CEO, Acolin Fund Services AG, Zurich
Témoignage
Corinne Vitte, Responsable vente Investisseurs Institutionnels, BNP Paribas Securities Services,
Zurich
12.30 – 14.00
Déjeuner
programme genève, 28 octobre
14.00 – 15.15
Ateliers simultanés
14.00 – 15.15
Lancer votre structure à Luxembourg – Le b.a.-ba de la structuration de
fonds d’investissement
Quelles sont les questions à se poser avant de se lancer dans la structuration d’un fonds
luxembourgeois?
Modérateur: Germain Birgen, Directeur, Head of Business Development, Banque de Luxembourg
Panélistes: Giuliano Bidoli, Director, International Tax, Alternative Investments and Private Equity,
KPMG Luxembourg
Kai Braun, Associé, EY, Luxembourg
Laurent Fessmann, Partner, Baker & McKenzie, Luxembourg
Martin Vogel, CEO, MDO Management Company S.A., Luxembourg
14.00 – 15.15
Structuration de Fonds Privés/Gestion Patrimoniale
Modérateur:Gilles Dusemon, Partner, Arendt & Mederdach, Luxembourg
Panélistes: Timothé Fuchs, CEO, Fuchs Asset Management, Luxembourg
Massimo Talia, Director, Asset Servicing Wealth Management, UBS, Geneva
Stéphane Ries, Head of Institutions Desk – Group Business Development, KBL
European Private Bankers S.A., Luxembourg
14.00 – 15.15
Hedge Funds & UCITS alternatifs
Modérator: Gast Juncker, Partner, Elvinger, Hoss & Prussen, Luxembourg
Panélistes:
14.00 – 15.15
Yannick Arbaut, Counsel, Allen & Overy, Luxembourg
Jean-Luc Neyens, Directeur, Banque Degroof Luxembourg S.A., Luxembourg
Serge Weyland, Head of Financial Institutions, Banque Internationale à Luxembourg
S.A., Luxembourg
Dirk Wieringa, Alternative Investment Advisor, Credit Suisse Asset Management,
Zurich
Table Ronde: Les principaux aspects des investissements durables &
responsables
Modérateur: Annemarie Arens, General Manager, LuxFlag S.A. Luxembourg
Panélistes:
15.15 – 16.00
Joëlle Hauser, Partner, Clifford Chance, Luxembourg
Veronika Giusti Keller, Head of Credit Risk Management, BlueOrchard Finance S.A.,
Geneva
Guillaume Bonnel, Impact Investing Advisor, Lombard Odier, Geneve
Jacques Grivel, CEO, Fundo S.A., Lausanne
Pause café et fin de l’évènement
programmm zurich, 29 Oktober
08.15 – 09.00
Ankunft der Teilnehmer und Anmeldung
09.00 – 09.30
Begrüßung & Einführung
Marc-André Bechet, Director Legal & Tax, ALFI
09.30 – 09.45
Luxemburg - Ein führendes internationales Finanzzentrum
Tom Théobald, Deputy CEO, Luxembourg for Finance, Luxembourg
09.45 – 10.45
Diskussionsrunde: Vermögensverwaltung - Ausblick 2020
Moderator: Lou Kiesch, Partner, Deloitte, Luxembourg
Panelisten: Michael Kehl, Managing Director, UBS AG, Global Asset Management, Zurich
Sven Kasper, Senior Vice President, Director EMEA, Regulatory Industry and
Government Affairs, State Street Corporation, London
Hernri Hackenberg, Managing Director, Brown Brothers Harriman, Luxembourg
Dominik Rutishauser, Executive Director, Head Business Development Private
Labelling, GAM Investment Management (Switzerland) Ltd
10.45 – 11.15
Kaffeepause
11.15 – 12.15
Aktuelle Markttrends für den globalen Vertrieb
Europäischer Pass- OGAW & AIF - ein Überblick – Neue Pässe (z. Asien) – Vergütung von
Vertriebspartnern und Auswirkungen regulatorischer Änderungen (ex. MiFID II) – Operative
Lösungen und Erfolgsfaktoren
Moderator: Olivier Carré, Partner, PwC, Luxembourg
Panelisten:
12.15 – 12.30
Herman Beythan, Partner, Linklaters LLP, Luxembourg
Mario Geniale, CIO, Bank CIC (Schweiz) AG, Basel
Daniel Häfele, CEO, Acolin Fund Services AG, Zurich
Julien Zimmer, General Manager, Investment Funds, DZ Privatbank S.A., Luxemburg
Testimonial
Garrick Smith, Director General, BNP Paribas Securities Services, Zurich
12.30 – 14.00
Stehbüffet
programmm zurich, 29 Oktober
14.00 – 15.15
Parallel stattfindende Workshops
14.00 – 15.15
Das 1x1 der Fondsstrukturierung
Welche Fragen soll man sich stellen bei der Planung und Strukturierung eines luxemburgischen
Investmentfonds?
Moderator: Germain Birgen, Directeur, Head of Business Development, Banque de Luxembourg
Panelisten: Kai Braun, Partner, EY, Luxembourg
Giuliano Bidoli, Director, International Tax, Alternative Investments and Private Equity,
KPMG Luxembourg
Martin Vogel, CEO, MDO Management Company S.A., Luxembourg
14.00 – 15.15
Strukturierung Private Funds/Wealth Management
Moderator: Gilles Dusemon, Partner, Arendt & Mederdach, Luxembourg
Panelisten: Timothé Fuchs, CEO, Fuchs Asset Management, Luxembourg
Dr. Jörg Kopp, Director, Wealth Management, Rothschild Bank, Zurich
Stefan Flachsmann, Managing Director, Head Asset Servicing Wealth Management,
UBS Fund Management (Luxembourg) S.A., Luxemburg
Herholdt Albrecht, Product Management Private Funds & Offering Management, Bank
Julius Baer & Co, KG, Zurich
14.00 – 15.15
Hedge Fonds & Alternative UCITS
Moderator: Gast Juncker, Partner, Elvinger, Hoss & Prussen, Luxembourg
Panelisten: Arne Bolch, Counsel, Allen & Overy, Luxembourg
John Pauly, Member of the Executive Board, Director Fund Services, Banque Degroof
Luxembourg S.A.
Serge Weyland, Head of Financial Institutions, Banque Internationale à Luxembourg
S.A., Luxembourg
Dirk Wieringa, Alternative Investment Advisor, Credit Suisse Asset Management,
Zurich
14.00 – 15.15
Diskussionsrunde: Nachhaltige Geld – und Kapitalanlagen
Moderator: Annemarie Arens, General Manager, LuxFlag S.A. Luxembourg
Panelisten:
15.15 – 16.00
Joëlle Hauser, Partner, Clifford Chance, Luxembourg
Sabine Döbli, CEO, Swiss Sustainable Finance, Zurich
Rochus Mommartz, Member of the Management Board, responsAbility Investments
AG, Zurich
Dr. René Nicolodi, Zürcher Kantonalbank, Head of Equities & Themes, Asset
Management, Zurich
Kaffee und Ende der Veranstaltung
sponsors
ab
roadshow
28 - 29 - 10/ 15 geneva, zurich