Lessons learned and future perspectives
* The organisers reserve the right to adapt the programme.
(timings subject to change)
Thursday, 12 November
Welcome and Introduction
Tanguy van de Werve, Director General, EFAMA
10.10 - 10.40
Dr. Jörg Kukies, State Secretary, Federal Ministry of Finance, Germany
10.40 - 11.10
Florika Fink-Hooijer, Director General for Environment, European Commission
11.25 - 12.45
David Ricketts, Financial News
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
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.
Marc-André Bechet, Deputy Director General, ALFI
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
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?
Tanguy van de Werve, Director General, EFAMA
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
End of Day 1
Friday, 13 November
Nicolas Calcoen, EFAMA President
9.35 - 10.15
Steven Maijoor, Chair of ESMA
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.
Olivier Carré, Financial Services Market Leader, PwC
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
11.55 - 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.
Dr Joachim Hein, Managing Director, Union Investment and Chair of EFAMA's Management Companies Regulation & Services Standing Committee
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
Paul Stevens, President Emeritus of the Investment Company Institute
Interviewer: Jarkko Syyrilä, Vice-President of EFAMA
Hot topics and trends in U.S. regulation of funds and asset managers
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