Alternatives Day

Introduction
René Paulussen - Alternatives Leader (PE, RE, Infra, Debt, VC, Hedge), Assurance Partner, at PwC Luxembourg

Market Dynamics

Adapting to economic trends by Olafur Margeirsson  - Head of Real Estate Research & Strategy EMEA, UBS Asset Management

Evolution of ESG integration and consideration in the asset class by Gwen Colin - Head of ESG & Research, Partner, Vauban Infrastructure Partners

Panel discussion with industry experts
Moderated by Emanuela Sardi and Karim Bara - Partners, Co-leaders Clients & Markets for Alternatives, at PwC Luxembourg

Panellists:

• Marco Lippi - Group Head of Risk Management, Urban Partners
• Elona Ajdari - Head of Operations, Cinven
• Douglass Welch - Managing Director & Portfolio Conducting Officer, Pemberton
• Lukas Burkhard - Chief Operating Officer, Mercer

Tech Panel (AI, operational efficiency, tokenisation)

Moderated by Kai Braun - Partner, Alternatives Advisory Leader

Panellists:

• Martin Krist - Head of Fund Operations, Nordic Capital 
• Tony Malghem - CTO, Tokeny
• Estelle Beyl Vodouhe - Director, Co-Head of Platform Investing and Head of Real Asset, The Carlyle Group

Afternoon breakout sessions to choose:

• Private Debt & Infrastructure Forum

Bring together industry leaders and experts to explore the evolving impact of infrastructure and private credit funds within the alternative investment landscape

• Welcome and opening - Pierre Mallet, Clients & Markets Infrastructure Leader, PwC Luxembourg
• Panel discussion "A perspective from the market: Launching infrastructure & private credit funds in Luxembourg"
  Moderated by Pierre-Yves Thomas, Director, PwC Luxembourg
  • Alain Porchet - Director, Edmond de Rothschild
  • Richard Du Plessis - Climate Fund Managers, New Ventures
• Tokenisation and the infrastructure funds - Mathieu Scodellaro, Head of Investment Funds Practice, PwC Legal
• Interview: Acceleration of the valuation timeline for credit funds
  • Samir Moussaoui - Valuation Director, PwC Luxembourg
  • Nicolas Payet - Clients & Markets Private Debt Leader, PwC Luxembourg

• Retailisation - Tokenisation: the new era of Alternatives

With the rise of investment funds investing in private assets structured as (semi) open-ended funds to meet investors' liquidity requirements, GPs have to pay particular attention to the overall portfolio composition to ensure that the liquidity targets can be met while striking the right balance between the liquidity of the portfolio and its performance. With that dilemma in mind and with the traditional secondary market mechanisms proving to be inefficient, can the tokenisation of shares of investment funds be the silver bullet for asset managers? Generally speaking, can tokenisation of assets be a solution to bring liquidity to an illiquid world?

• Welcome and opening - Mathieu Scodellaro, Principal, Head of Investment Funds Practice, PwC Legal Luxembourg
• Panel discussion: Tokenisation of assets, a Real-World feedback
  Moderated by Kai Braun - Partner, Alternatives Advisory Leader, PwC Luxembourg
  • Ilya Zuckerman - Partner, Stake Capital Group
  • Georges Bock - Founder and CEO, Moniflo
  • John Hosie - Conducting Officer, VP Fund Administration & Reporting Europe, Franklin Templeton

• Valuation Oversight 2.0

How to deal with evergreen funds, technological breakthrough, evolving regulatory requirements and fundraising challenges in a volatile and uncertain economy.

• Welcome and opening - Alexandre Goossens, Valuation Advisory Partner, PwC Luxembourg
• Conditions enhancing valuation risk in Private Markets - Victoria Chernykh, Vice President, Preqin
• Perspectives on current challenges on valuation - Rafael Le Saux, Valuation Advisory Director, PwC Luxembourg
• Panel discussion on Practical challenges and valuation processes evolutions
  Moderated by Alexandre Goossens, Valuation Advisory Partner, PwC Luxembourg
  • Vusala Ahmadova - Conducting Officer Valuation, Operations and NAV Oversight, Vistra
  • Gianluca Frena - Conducting Officer Valuation and Risk Management, BC Partners
  • Nic Müller - CEO & Conducting Officer Valuation and Risk Management, ACM Private Markets