Conference programme

• Where do you see your target market/distribution efforts growing and what are the local regulatory hurdles or considerations that either challenge or ease your growth?
• Distribution of retail funds: Are you seeing a market outside the US for US registered funds? Outside Europe for UCITS? Establishing local fund group or relying on private placement?
• Are investors coming to you or are you approaching them and with what types of investments?
• As an access fund/platform provider, what are the advantages and challenges that you see in your distribution relationships? Are fund managers trending towards access fund models?

• Product designs: what works and what doesn’t (yet)
• Accessing private wealth markets
• How to manage liquidity: liquidity management tools

• The global ESG regulatory landscape
• Cross-jurisdictional comparison of ESG labels
• Challenges in compliance for multi-jurisdictional asset managers
• How real is greenwashing - enforcement trends
• Is stewardship impactful
• ESG in private v. mutual funds

• Global asset managers’ approaches to liquidity risk management, and complexities of navigating contrasts between national/regional regulatory frameworks
• New and developing themes in liquidity requirements, including IOSCO’s final report on updated liquidity risk management recommendations, and ESMA’s implementing rules on liquidity management tools
• Operational and regulatory themes in valuation of liquid assets, including fixed income and derivatives
• Special topics in valuation of illiquid investments, including valuation topics for liquid alternative strategies

Fund distribution in Asia

• This roundtable will discuss the challenges and opportunities for international asset managers seeking to distribute their products in Asia and the latest regulatory developments

Fund distribution in LATAM

• This roundtable will discuss the challenges and opportunities for international asset managers seeking to distribute their products in LATAM and latest regulatory developments

• Governance
• Culture
• Global mobility
• DEI
• Incentives
• Non-financial misconduct

• Global pension reforms and reshaping product design across jurisdictions: evergreen structures, SMAs, and tech driven solutions
• Challenges for private funds in adapting to regulatory shifts and client demands
• Insurance innovations addressing longevity and market risks
• Cross-border lessons: reform driven opportunities for asset managers

An honest discussion on the market biases of choosing a private fund jurisdiction: Cayman Islands, Luxemburg, Channel Islands and Delaware

Exchange Traded Funds continue to attract ever increasing investment flows globally and are a core tool for portfolio construction. This panel combines global perspectives to explore the key trends shaping the ETF market, including:

• The continued rise of active ETFs
• Investor behaviour and distribution, and ETF adoption by retail investors
• Regulatory and tax developments globally impacting ETF structuring
• Liquidity and market structure, and the role of authorised participants and market makers
• Next-Gen ETF structures and tokenisation

Recent initiatives and focus for key trade bodies in the Asset Management sector