4 October 2018 - The Monthly Briefing

Agenda

08:30 - 09:00 Welcome coffee
09:00 - 09:05 Launch of the "AWM Monthly Briefing" series (Christelle Crépin & Frédéric Vonner, PwC Luxembourg)  
09:05 - 09:30 State of the AWM Industry (Denise Voss, Chairman of ALFI & Steven Libby, PwC Luxembourg)  
09:30 - 10:00

The new Circular CSSF 18/698 (Olivier Carré, PwC Luxembourg & Denise Voss, Chairman of ALFI) 

10:00 - 10:30 ESG: open discussion between Mario Mantrisi (CEO of LuxFLAG) & Nathalie Dogniez (PwC Luxembourg)  
10:30 - 11:00 Coffee break  
11:00 - 11:25 Tax update: focus on Transfer Pricing (Caroline Goemaere & Marie-Isabelle Richardin, PwC Luxembourg)  
11:25 - 11:50 Distribution update: focus on ETF (Pierre-Yves Jahan, PwC Luxembourg)  
11:50 - 12:15 Regulatory update (Nathalie Dogniez, PwC Luxembourg)  
12:15 - 12:20 The last 5 minutes: Spotlight on a PwC solution
12:20 - 12:30 Wrap-up (Christelle Crépin & Frédéric Vonner, PwC Luxembourg)
From 12:30 Walking lunch

Guest speakers

Denise Voss, Conducting Officer of Franklin Templeton Investments, has worked in the financial industry in Luxembourg since 1990.

Denise joined Franklin Templeton Investments in 1995 and is currently Conducting Officer and board member of Franklin Templeton International Services S.à r.l., a Luxembourg-based management company.

Prior to joining Franklin Templeton Investments, Denise worked for over 9 years in the audit division of Coopers & Lybrand in Boston, USA and Luxembourg.  Denise holds a Massachusetts C.P.A. license and obtained an undergraduate degree from Tufts University, as well as a masters degree in accountancy from Bentley University.   She is Chairman of the Association of the Luxembourg Fund Industry (ALFI) and has been a member of the ALFI board of directors since 2007.   Denise is also Chairman of the EFAMA Investor Education Platform.

Mario Mantrisi joined Luxflag as of January 1st, 2018 in the role of General Manager.Mario is known in the fund industry for his in-depth knowledge of the asset management value chain. He has held positions as AVP and Head of Custody Operations at respected Luxembourg banks and as Chief Strategy and Research Officer and Executive Board Member at Kneip. Most recently he co-founded Inreg. He is also an active member in a number of European Fund Associations including ALFI. Mario is a regular speaker at industry conferences and events as well as an experienced teacher.

PwC speakers

Olivier Carré

Partner, Luxembourg, PwC Luxembourg

+352 49 48 48 4174

Email

Christelle Crépin

Partner, Luxembourg, PwC Luxembourg

+352 49 48 48 2119

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Nathalie Dogniez

Partner, Luxembourg, PwC Luxembourg

+352 49 48 48 2040

Email

Caroline Goemaere

Partner, Luxembourg, PwC Luxembourg

+352 49 48 48 3002

Email

Pierre-Yves Jahan

Director, PwC Luxembourg

+352 49 48 48 4210

Email

Steven Libby

Partner, Luxembourg, PwC Luxembourg

+352 49 48 48 2116

Email

Marie-Isabelle Richardin

VAT Partner, PwC Luxembourg, PwC Luxembourg

+352 49 48 48 3009

Email

Frédéric Vonner

Partner, Privacy Leader, Luxembourg, PwC Luxembourg

+352 49 48 48 4173

Email

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Contact us

Christelle Crépin

Partner, PwC Luxembourg

Tel: +352 49 48 48 2119

Frédéric Vonner

Partner, Privacy Leader, PwC Luxembourg

Tel: +352 49 48 48 4173

Anne-Claude Bartin-Veneau

Asset and Wealth Management Marketing Manager, PwC Luxembourg

Tel: +352 49 48 48 5652

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