1. travel
2. tourist facilities
3. hotel

PROGRAMME
EFAMA INVESTMENT
MANAGEMENT FORUM
2014
5 - 6 NOVEMBER 2014 | BRUSSELS
FROM REGULATORY REACTION TO THE CRISIS
TO CREATING NEW GROWTH FOR EUROPE?
AGENDA OF THE NEW EUROPEAN PARLIAMENT AND
COMMISSION FOR INVESTMENT MANAGEMENT
PROGRAMME | 5-6 NOVEMBER 2014 | BRUSSELS
THIS CONFERENCE IS SPONSORED BY:
MEDIA PARTNERS
WORKSHOP HOSTS
EFAMA INVESTMENT
MANAGEMENT FORUM
2014
TABLE OF CONTENTS
EFAMA INVESTMENT MANAGEMENT FORUM 2014­­­­­
PAGE
PROGRAMME Wednesday 5 November - day 1 4
Thursday 6 November - day 2
6
General Information 8
Location and Accommodation 11
VENUE
Square Brussels Meeting Centre
Main Entrance – Mont des Arts / Kunstbergstraat - Glass Cube
1000 Brussels
www.square-brussels.com
FUTHER ENQUIRIES
EFAMA SECRETARIAT
Rue Montoyer 47, B-1000 Brussels
Tel: +32 2 513 39 69 | Fax: +32 2 513 26 43
E-mail:[email protected]
PARTHEN R&S
Gebouw Edison, Stroombaan 4, NL-1181 VX Amstelveen
Tel: +31 20 5727315 | Fax: +31 20 5727377
E-mail: [email protected]
Conference organiser
BALANCE BUSINESS EVENTS
Pilotenstraat 58, NL-1059 CR Amsterdam
Tel: +31 20 5727180 | Fax: +31 20 5727189
E-mail: [email protected]
PROGRAMME | 5-6 NOVEMBER 2014 | BRUSSELS
DAY 1 | WEDNESDAY 5 NOVEMBER 2014
08:15 – 09:00
Registration & Coffee
09:00 – 09:30
I ssues, Opportunities and Priorities for the European Investment Management Industry
Christian Dargnat, President of EFAMA
09:30 – 10:15
ESMA – Issues & Priorities for 2015
Keynote Speaker: Steven Maijoor, Chair of ESMA
10:15 – 10:45
Coffee Break & Networking Opportunities
10:45 – 11:45 What Next in Investment Funds Regulation?
Recurrent revisions of the UCITS regime, new frameworks for EuSEFs, EuVECAs and ELTIFs.
Do investors need even more new regimes or building up on the existing ones?
A panel chaired by Pat Lardner, Chief Executive Officer, IFIA, Chair of EFAMA International
Distribution Working Group, with:
Lázaro de Lázaro, Chief Executive Officer, Santander Asset Management Spain
Ulf Linder, Deputy Head of Unit, European Commission, DG Internal Market and Services - Unit G4,
Asset Management
Thomas Rose, Head I&RM UBS Funds; UBS Global Asset Management
11:45 – 12:30
European Commission’s Agenda for the next 5 years
Olivier Guersent, Deputy Director General, DG Internal Market and Services, European Commission
12:30 –13:45
Lunch
13:45 – 14:50 What is the appropriate regulatory approach for money market funds?
The regulatory approach for MMFs has been discussed for years both in Europe and the US.
What is the way forward?
Introduction by David Wright, Secretary General, IOSCO
A panel chaired by Rudolf Siebel, Managing Director, BVI, Chair of EFAMA Money Market Funds
Working Group, with:
Jonathan Curry, Chair, IMMFA
Thierry Darmon, Deputy Head of Euro Fixed Income and Credits / Head of Treasury Management
Business Line, Amundi Group
David Wright, Secretary General, IOSCO
4
The organisers reserve the right to change the programme or speakers if necessary.
EFAMA INVESTMENT
MANAGEMENT FORUM
2014
14:50 – 15:55The Impact of Regulation on Distribution Models MiFID II, IMD II & PRIIPS
The implementing measures of MiFID II will define the boundaries of inducements regimes.There is
still no level playing field between different savings wrappers.What are the impacts on investment
managers and how can the industry prepare for the oncoming change?
A panel chaired by Thomas Richter, Chief Executive Officer, BVI, with:
Jean Berthon, Chairman of Better Finance,The European Federation of Financial Services Users
Jamie Hammond, Managing Director, Europe, Franklin Templeton Investments
William Nott, Chief Executive Officer, M&G Securities
Michael Rüdiger, Chief Executive Officer, DekaBank
15:55 – 16:10
Tea Break & Networking Opportunities
16:10 – 17:10What role can investment managers play in long-term financing and saving?
Investment managers are being asked to fill the gap left by banks in long-term financing. Can this be
done, what are the limitations and impacts on the investment management industry?
A panel chaired by Roderick Munsters, Chief Executive Officer, Robeco Group, with:
Massimo Greco, Head of Continental European Funds, J.P. Morgan Asset Management
Gareth Murphy, Director of Markets, Central Bank of Ireland, Chair of ESMA Investment
Management Standing Committee
Allan Polack, Head of Asset Management, Nordea
17:10 – 18:30 Are investment managers systemically important?
The FSB and IOSCO are looking into the systemic importance of investment managers.What is
the industry’s response to regulators’ concerns and what are the potential impacts for investment
managers considered as G-SIFIs?
A panel chaired by Guy Sears, Director - Risk, Compliance and Legal, IMA, with:
Rolf Bachner, Managing Director, EMEA Funds Product Manager, BNY Mellon Asset Servicing
Natasha Cazenave, Head of the Asset Management Regulation Policy Division, AMF, Chair of IOSCO SC5
David J. Harris, Partner, Dechert LLP
David Wright, Secretary General, IOSCO
18:30
Close of Day 1
20:00
Reception & Gala Dinner
Palais des Beaux-Arts ‘Bozar’
For the latest programme see: http://www.efama.org
5
PROGRAMME | 5-6 NOVEMBER 2014 | BRUSSELS
DAY 2 | THURSDAY 6 NOVEMBER 2014
08:15 – 08:50
Registration & Coffee
08:50 - 09:10 Opening of Day 2, Peter De Proft, Director General of EFAMA
09:10 – 10:30Opportunities in International Distribution for European Investment
Managers
Keynote Speaker: Bao Linsheng, Member of Asset Management Association of China (AMAC),
Vice General Manager, GF Fund Management Co., Ltd
International distribution is more and more important to European investment managers.What are
the key barriers and challenges to developing international distribution even further and what can
EFAMA do about them?
panel chaired by Camille Thommes, Director General, ALFI, Chair of EFAMA International
A
Distribution Working Group, with:
Richard Garland, Managing Director, Americas, Japan, and Asia Client Group, Investec Asset
Management
Bao Linsheng, Member of AMAC,Vice General Manager, GF Fund Management Co., Ltd
Laurent Ramsey, Group Managing Director and CEO, Pictet Asset Management
Philip Warland, Head of Public Policy, Fidelity Worldwide Investment
10:30 – 11:00
Coffee Break & Networking Opportunities
11:00 – 12:15The Crucial Issues for the European Investment Management Industry in 2015
An Industry Leaders Round Table chaired by Pierre Bollon, Director General, AFG, with:
Naïm Abou-Jaoudé, Chief Executive Officer, Candriam
Stan Beckers, CEO, ING Investment Management
James Charrington, Chairman, EMEA, BlackRock
Helena Morrissey CBE, Chair of the Investment Management Association
Massimo Tosato, Executive Vice Chairman, Schroders
12:15 – 12:30
Conclusions & Closing of the Conference
Christian Dargnat, President of EFAMA
12:30 – 13:30 Lunch
6
The organisers reserve the right to change the programme or speakers if necessary.
13:45 – 15:00
EFAMA INVESTMENT
MANAGEMENT FORUM
2014
Concurrent workshops on:
Dechert LLP Update on U.S. Regulatory Developments:
Lessons Learned and Implications for European Fund and Asset Managers
•
•
•
•
•
McKinsey&Company breakout session on regulation:
‘Regulation – it is time to grasp the nettle’
Increasing Use and Enforcement of Economic Sanctions and Russia Sanctions Update
Volcker Rule Implementation Issues
U.S. Money Market Fund Reforms
Asset Managers as SIFIs? Other Developments of Interest to European Managers
A total ban of inducements is still looming over most of Continental European asset
management industry.
What will be its effects on different market players once it comes through?
Which scenarios are thinkable and what could be winning strategies in each of the scenarios?
These are the questions to be discussed in this breakout prepared
by the Regulations Service Line of McKinsey’s European Asset Management Practice.
7
PROGRAMME | 5-6 NOVEMBER 2014 | BRUSSELS
GENERAL INFORMATION
Online Conference registration
www.parthen.nl/efama
If you have any questions concerning your registration or payment, please contact:
Parthen R&S bv
P.O. Box 25, 1180 AA Amstelveen, The Netherlands
Telephone: +31 (0)20 572 73 15, Fax: + 31 (0)20 572 73 77, E-mail: [email protected]
Venue
Square Brussels Meeting Centre, Glass Entrance, rue Mont des Arts, B-1000 Brussels, www.square-brussels.com
Dates
5-6 November 2014
Registration Fee
The registration fee includes access to the conference on both days, refreshments, lunches, Gala Dinner and
documentation.
€ 1,950 + 21% VAT EFAMA members
€ 1,050 + 21% VAT Full members € 1,400 + 21% VAT Others
(National Associati­ons, Corporate and Associate Members)­
(of EFAMA Member Associations)
Registration Hours
Registration will be on 5 November 2014 in the Silver Foyer, from 08:00 a.m.
and on 6 November 2014 from 08.00 a.m.
Payment Information
In order to have a guaranteed booking, the total amount due should be received before 24 October 2014
All payments must be made in Euro (EUR) and the name of the participant and company name should be clearly
stated.You can pay by bank or credit card, cheques are not accepted. After receipt of your payment, a confirmation
will be sent to you.
Bank
By Bank transfer to ING Bank, Amsterdam, The Netherlands
Account no. 66.16.04.349 Amsterdam, The Netherlands.
IBAN NL96 INGB 0661 6043 49 / SWIFT/BIC: INGBNL2A
Please mention the participant’s name and address.
Please note that all costs are to transmitter’s charge!
8
EFAMA INVESTMENT
MANAGEMENT FORUM
2014
Credit Card
Please provide the credit card details, name participant and company name on the online registration.
The total amount due will be charged as soon as we receive your online registration.
­­­
Confirmation
After receipt of your online registration, Parthen R&S will confirm your registration by e-mail. Parthen R&S will send
out confirmations up to one week before the event. Forms received after that date will not be confirmed, unless
requested specifically.
Should you be in any doubt as to the status of your registration, please contact Parthen R&S ([email protected]).
Gala Dinner
Date: 5 November 2014
Venue: Palais des Beaux-Arts ‘Bozar’
Price: Inclusive in the fee for participants;
€ 125 (+ 21% VAT) for accompanying persons
Conference and Gala Dinner locations are within easy walking distance.
Hotel Accommodation
We have negotiated special conference rates with 3 hotels. In order to book a room, please contact directly the
hotel of your choice. Please quote ‘EFAMA’ to receive the negotiated rate. The hotel will request a credit card
number in order to guarantee your booking.
Please note that hotels in Brussels at this time of year are very busy.
After 4th October hotels have the right to offer a certain number of rooms to other guests. We advise you to
contact the hotels as soon as possible.
The conference is held at the Square Brussels Meeting Centre which is located within walking distance of all offered
hotels. All below mentioned prices are per room per night.
Cancellation for the Hotel
Any cancellation must be reported to the hotel in writing. Ask the hotel for their cancellation policy. If hotel
cancellations are received 24 hours, or less, prior to the arrival date, the first night will be charged.
In case of check out prior to the departure date booked the hotel will charge the agreed room rate for the
remaining nights.
9
PROGRAMME | 5-6 NOVEMBER 2014 | BRUSSELS
Cancellation for the Conference
Notification of cancellation should be sent by e-mail to Parthen R&S bv. Parthen will consider the day of receipt of
the e-mail as the definite cancellation date.
If the cancellation is received before 24 October we will refund the total amount minus EUR 25 cancellation costs.
If the cancellation is received after 24 October we regret no refund will be paid. Substitute delegates may attend any
time, if Parthen R&S is notified before the start of the conference.
Conference Language
The working language of this conference is English.
Climate and Clothing
November weather in Brussels: winds tend to be stronger in winter but the most constant weather pattern would
be rainfall. Snow is possible but does not occur very often, average of 5 - 9 degrees Celcius. But we do advise to
bring a warm jacket and an umbrella.
Dress code
For the entire conference including the Gala Dinner: business.
10
PRELIMINARY PROGRAMME
5-6 NOVEMBER 2014 | BRUSSELS
EFAMA INVESTMENT
MANAGEMENT FORUM
2014
LOCATION AND ACCOMODATION
1 Venue
Square Brussels Meeting Centre
Glass Entrance
rue Mont des Arts, B-1000 Brussels
www.square-brussels.com
2 Gala Dinner
Palais des Beaux-Arts, Rue Ravenstein 23
3 Hotel Amigo*****
Rue de l’Amigo 1-3, 1000 Brussels
Tel: +32 2 547 47 07, Fax:+32 2 502 28 05
[email protected] | www.roccofortecollection.com
Price single room€ 259,00 | Price double room € 278,00 | Incl. Breakfast
5
3
4 Stanhope Hotel*****
Rue due Commerce 9, 1000 Brussels
Tel: +32 2 506 91 11, Fax:+32 2 506 90 26
www.stanhope.be
Price single room€ 190,00 | Price double room € 210,00 | Incl. Breakfast
2
Main Entrance •
1
5 Novotel Grand Place****
Rue du Marché aux herbes 120, 1000 Brussels
Tel: +32 2 500 37 01, Fax:+32 2 511 77 23
[email protected] | www.novotel.com
Price single room€ 209,00 | Price single room € 229,00 | Incl. Breakfast
4
1
Square Brussels Meeting Centre | Main Entrance – Mont des Arts­­­
2
Gala Dinner | Palais des Beaux-Arts, Rue Ravenstein 23
3
Hotel Amigo | Rue de l’Amigo 1-3
4
Stanhope Hotel | Rue du Commerce 9
5
Novotel Grand Place | Rue du Marché aux herbes 120
10
11
EFAMA INVESTMENT
MANAGEMENT FORUM
2014
LOCATION AND ACCOMMODATION
1 Venue
Square Brussels Meeting Centre
Glass Entrance
rue Mont des Arts, B-1000 Brussels
www.square-brussels.com
2 Gala Dinner
Palais des Beaux-Arts, Rue Ravenstein 23
3 Hotel Amigo*****
Rue de l’Amigo 1-3, 1000 Brussels
Tel: +32 2 547 47 07, Fax:+32 2 502 28 05
[email protected] | www.roccofortecollection.com
Price single room€ 259,00 | Price double room € 278,00 | Incl. Breakfast
4 Stanhope Hotel*****
Rue due Commerce 9, 1000 Brussels
Tel: +32 2 506 91 11, Fax:+32 2 506 90 26
www.stanhope.be
Price single room€ 190,00 | Price double room € 210,00 | Incl. Breakfast
5 Novotel Grand Place****
Rue du Marché aux herbes 120, 1000 Brussels
Tel: +32 2 500 37 01, Fax:+32 2 511 77 23
[email protected] | www.novotel.com
Price single room€ 209,00 | Price single room € 229,00 | Incl. Breakfast
11
PROGRAMME | 5-6 NOVEMBER 2014 | BRUSSELS
THIS CONFERENCE IS SPONSORED BY:
MEDIA PARTNERS
WORKSHOP HOSTS