12 & 13 November 2020
Virtual Conference

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THE AFTERMATH

Lessons learned and future perspectives

* The organisers reserve the right to adapt the programme.

(timings subject to change)

Thursday, 12 November

10.00

 Welcome and Introduction 

 

Tanguy van de Werve, Director General, EFAMA

10.10 - 10.40

 Keynote Speech 

 

Dr. Jörg Kukies, State Secretary, Federal Ministry of Finance, Germany

Q&A

10.40 - 11.10

 Keynote Speech 

 

Florika Fink-Hooijer, Director General for Environment, European Commission

11.25 - 12.45

 CEO panel 

Moderator:

David Ricketts, Financial News

 

Panellists:

Naïm Abou-Jaoudé, Chief Executive Officer, Candriam

Gilbert Van Hassel, Chief Executive Officer, Robeco

Aleksandar Ivanovic, CEO EMEA, UBS Asset Management

Jean Raby, Chief Executive Officer, Natixis Investment Managers

12.45

 Lunch Break 

14.00 - 15.15

 UCITS and AIFs: ready to meet future investor needs? 

 

The panel will put the future of UCITS into perspective, reflecting on the reasons of its worldwide success and the conditions that need to be in place to preserve its attractiveness going forward. Panellists will also consider whether the current range of EU fund vehicles (UCITS, AIFs, ELTIFs, …) remains adequate to meet investors’ needs and will discuss what improvements may be required to meet future investor demands.

 

Moderator:

Marc-André Bechet, Deputy Director General, ALFI

Panellists:

Colm Kincaid, Director Securities and Markets Supervision, Central Bank of Ireland

Pierluigi Martino, General Counsel, Business Unit, Generali Investments and Asset Management

Gareth Murphy, Chief Risk Officer, Standard Life Aberdeen plc and Aberdeen Standard Investments

Anne Schaedle, Deputy Head of Unit, Asset Management, DG FISMA, European Commission

 

15.15 - 15.45

 Coffee Break 

15.45 - 17.00

 Increasing retail participation in capital markets post-Covid19: utopia or   necessity? 

 

The Covid19-induced market turmoil will have done little to restore investor confidence in markets… The panel will focus on the relevant actions of the European Commission’s EU Action Plan and address retail participation by answering these two questions:

  • How to foster investor confidence?

  • How to provide for an adequate retirement income?

 

Moderator:

Tanguy van de Werve, Director General, EFAMA

Panellists:

Gabriel Bernardino, Chairman of EIOPA

Sheila Nicoll, Head of Public Policy, Schroders

Tatyana Panova, Head of Unit, DG FISMA, European Commission

Guillaume Prache, Managing Director, Better Finance

Thomas Richter, Chief Executive Officer, BVI

 

17.00

 End of Day 1 

Friday, 13 November

9.30

 Opening 

 

Nicolas Calcoen, EFAMA President

9.35 - 10.15

 Keynote Speech 

Steven Maijoor, Chair of ESMA

Q&A

10.25 - 11.40

 How to improve ESG disclosures to unleash the potential of sustainable   finance? 

Making sustainable finance work in practice requires improved ESG data disclosures by investee companies. The panel will discuss both legislative and market-led solutions for addressing the ESG data challenge. Panellists will discuss what ESG data is needed and whether a central ESG database or public register can be part of the solution. They will also address how to get the review of the Non-Financial Information Directive right.

Moderator:

Olivier Carré, Financial Services Market Leader, PwC

Panellists:

Beatrix Anton-Grönemeyer, Chief Sustainability Officer, Allianz Global Investors

Ben Constable Maxwell, Head of Sustainable and Impact Investing, M&G Investments

Alain Deckers, Head of Unit, DG FISMA, European Commission

Sirpa Pietikainen, MEP

11.40

 Break 

11.55 - 13.10

 Regulatory panel: what have we learned from the Covid-19 market   reaction? 

 

Prominent regulators and policy makers will draw lessons from the Covid-19 crisis, provide their perspective on the long-term implications of this crisis for asset managers and their investors and discuss what could be done to further strengthen the resilience of the industry in times of trouble.

Moderator:

Dr Joachim Hein, Managing Director, Union Investment and Chair of EFAMA's Management Companies Regulation & Services Standing Committee

Panellists:

Jos Heuvelman, Member of the Executive Board, Dutch Authority for the Financial Markets (AFM)

Patrick Simion, CEO Chief of Staff & Public Affairs, BNP Paribas Asset Management

Robert Taylor, UK FCA and Chair IOSCO Committee 5

Evert van Walsum, Head of Investors and Issuers Department, ESMA

 Lunch Break 

14.15

 Interview with 

Paul Stevens, President Emeritus of the Investment Company Institute

Interviewer: Jarkko Syyrilä, Vice-President of EFAMA

15.00

 Hot topics and trends in U.S. regulation of funds and asset managers  

Dechert LLP

1. Introduction to ESG for Asset Managers in the United States

2. ESG Considerations Under U.S. Pension and Benefits Laws - Does ERISA Have Social Goals?;

3. The Coming Storm: New U.S. Antitrust Scrutiny for Asset Managers;

4. Other U.S. Developments for Asset Managers:

  • Lessons from the Market Downturn in the Spring of 2020

  • Overview of the SEC’s New Rules on Use of Derivatives by Mutual Funds

  • Overview of the SEC’s New Rules on Fund of Funds Arrangements

  • Developments related to Proxy Voting

  • Status of the hold placed by the U.S. Securities and Exchange Commission (SEC) on new European asset manager registrations with the SEC arising from concerns about conflict with the EU General Data Protection Regulation (GDPR)

  • The Next 4 Years

Julien Bourgeois, Partner, Financial Services & Investment Management

David Harris, Partner, Financial Services & Investment Management

Craig Falls, Partner, Antitrust/Competition

Andrew Oringer, Partner, Employee Benefits and Executive Compensation

 End of Day 2 

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