Global Taxes

Virtual IBA Asset Management and Investment Funds Conference

Virtual IBA Asset Management and Investment Funds Conference

A virtual conference presented by the IBA Asset Management and Investment Funds Committee

8-10 MAR 2021

François Rayroux
Lenz & Staehelin, Geneva

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Christian Schmies
Hengeler Mueller Partnerschaft von Rechtsanwälten mbB, Frankfurt; Co-Chair, IBA Asset Management and Investment Fund Committee

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Julio Veloso Caro
Broseta, Madrid; Co-Chair, IBA Asset Management and Investment Fund Committee

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Virtual conference sessions

Monday 8 March 2021

0800 – 0900 GMT

Zoom

Opening remarks from Conference Co-Chair François Rayroux

ESG engagement: how can asset managers best deliver value to pension funds, sovereign wealth funds and other institutional investors?

Topics will include:

  • What are institutional investors now expecting from asset managers on the environmental, social and governance (ESG) front?
  • How is sustainable finance addressing the fiduciary duty and the management/mitigation of ESG risks?
  • Who are the main drivers of sustainable finance – investors or policy makers?
  • What are the main barriers to ESG adoption and what can an asset manager do to overcome these?
  • Cultural aspects – a must or a nice to have: perspectives from Asia, the European Union and United States

Isabelle Lebbe
Arendt & Medernach, Luxembourg City

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Gast Juncker
Elvinger Hoss Prussen, Luxembourg City

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Jack Nichols
Green Climate Fund, Incheon

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Oriane Schoonbroodt
Label R, Luxembourg

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Monday 8 March 2021

0900 – 1000 GMT

Zoom

Revision of the AIFMD: Key issues and impact on delegation arrangements into third countries

Topics will include:

  • The potential impacts of the Alternative Investment Fund Managers Directive (AIFMD) on delegation arrangements with third countries – political or investor driven?
  • What will be the impact on distribution?
  • The proposed extension of AIFMD passport and the impact on the National Private Placement Regime (NPPR)
  • Investor protection issues, including transparency, valuation provisions and depositary clarifications

Closing remarks from Conference Co-Chair François Rayroux

Mark White
McCann FitzGerald, Dublin; Conference Quality Officer, IBA Asset Management and Investment Funds Committee

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Lora Froud
Macfarlanes, London; Newsletter Editor, IBA Asset Management and Investment Funds Committee

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Jeremy Lam
Deacons, Hong Kong SAR; Secretary, IBA Asset Management and Investment Funds Committee

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Ludmila Careri
Universal Investment, Luxembourg City

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Monday 8 March 2021

1000 – 1030 GMT

Zoom

Virtual networking

Tuesday 9 March 2021

1200 – 1300 GMT

Zoom

Opening remarks from Conference Co-Chair François Rayroux

Industry and self-regulatory organisations: What's next for the asset management industry

Hear from industry associations and self-regulatory associations on the issues which their members are already or will soon be grappling with and the opportunities and challenges they may present.

Brian McDermott
A&L Goodbody, Dublin

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Chris Cummings
Investment Association, London

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Diana Imbach Haumüller
Asset Management Association, Basel

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Pat Lardner
Irish Funds, Dublin

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Tuesday 9 March 2021

1300 – 1400 GMT

Zoom

Derivatives and funds

Topics will include:

  • Specific legal risks and documentation issues
  • Regulatory evolutions
  • Collateralisation issues
  • Coordination with third parties, including the custodian
  • Events of defaults
  • Insolvency issues

Closing remarks from Conference Co-Chair Christian Schmies

François Rayroux
Lenz & Staehelin, Geneva

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Graham Bryant
ISDA, London

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Johannes Dietenberger
Deutsche Bank AG, Frankfurt

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Simon Firth
Linklaters, London

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Tuesday 9 March 2021

1400 – 1430 GMT

Zoom

Virtual networking

Wednesday 10 March 2021

1600 – 1700 GMT / 1100-1200 EST

Zoom

Opening remarks from Conference Co-Chair Christian Schmies

Trends in private equity funds: a whole new chapter or just turn the page?

  • Potential impacts of the Biden administration on the regulation of private equity
  • Are PE-sponsored SPACs here to stay, and what is the next ‘big idea’?
  • Life after leaving: what’s next for UK-based PE firms post-Brexit?
  • Trends in ESG-focused investment strategies and related regulation 

Justin Storms
Debevoise & Plimpton, New York City, New York

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Jason Carss
Kohlberg Kravis Roberts & Co, New York City, New York

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Andrew I Chizzik
Weil, Gotshal & Manges, New York City, New York

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Matt Keogh
Linklaters, London

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Wednesday 10 March 2021

1700-1800 GMT / 1200-1300 EST

Zoom

Trends in hedge funds in the United States

Topics will include:

  • Looking at the evolving climate – what’s the new normal?
  • From the ‘buy side’: who’s buying what?
  • Exploring due diligence, potential added risks, cyber and evolving strategies
  • Changes on the ‘sell side’: the adjustment being made by managers
  • Elephant in the room: factoring in the new European Union, United Kingdom and US political landscape
  • Social media’s impact: maybe that’s the real ‘elephant in the room’

Closing remarks from Conference Co-Chair Christian Schmies

Michael Tannenbaum
Tannenbaum Helpern Syracuse & Hirschtritt, New York City, New York; Website Officer, IBA Asset Management and Investment Funds Committee

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Ilka Gregory
Truvvo Partners, New York City, New York

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Timothy Ng
Chief Investment Officer, Clearbrook Global, New York City, New York

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Sharad Samy
General Counsel, Commonfund, New York City, New York

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Bob Sherry
Maybank-KE, New York City, New York

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Wednesday 10 March 2021

1800-1830 GMT / 1300-1330 EST

Zoom

Virtual networking

Fees

Prices in GBP + UK VAT @20%, where applicable

 

IBA members

£95

Non-members*

£125

All session recordings will be available to all registered delegates; registration fees are non-refundable

Certificate of Attendance

Certificates of attendance for each session will be provided, automatically, to all delegates who have registered in advance and attended the live broadcast for a minimum of 30 minutes based on verified sign-in and sign-out times. Certificates can only be issued to the name provided at the time of registration. If you have any queries relating to your Certificate of Attendance, please email webinars@int-bar.org