Tuesday 1 November: Welcome reception

Time: 6:30-8:30pm CET 

Venue: Pley Hotel, 214 Rue du Faubourg Saint-Honoré, Paris, France



Wednesday 2 November: Full-day Forum

*Times are listed in CET. The agenda and order of the panel topics are subject to change.

Venue: Hotel du Collectionneur, 51-57 Rue de Courcelles, 75008 Paris, France

9:00am Opening remarks

Jiří Krόl

Deputy CEO, Global Head of Government Affairs, AIMA

 

9:10am In conversation with Simon Messenger, IFRS

Kate Boulden

Associate Director, Markets, Governance and Innovation, AIMA

 

9:40am Panel | Progress towards a Capital Markets Union: where are we and what’s next?

This panel will shine a light on the European Commission’s CMU project, looking in particular at the latest position when it comes to the overhaul of the AIFMD and ELTIF frameworks. It will cover issues including delegation, third-country funds’ access to EU investors, loan funds regulation and liquidity risk management tools. Should the industry be preparing for radical change or incremental adjustment to the status quo?

Antonio Barattelli

Head of the Investment Management Unit, European Securities and Markets Authority

Frédéric Pelèse

Deputy Executive Director, Policy and International Affairs Directorate, French autorité des marchés financiers

 

11:00am Panel | Sustainable finance in the spotlight

Across all aspects of rulemaking, sustainable finance remains a focus. This panel will look at implications for managers, addressing issues including disclosure, corporate reporting and the treatment of ratings providers. It will also focus on the question of global consistency of requirements, looking at challenges for firms that operate in multiple jurisdictions.

Nike Trost

Head of Department, Buyside Market Analysis & Policy, Financial Conduct Authority

 

11:50am In conversation with Chairman Rostin Behnam, CFTC

Jiří Krόl

Deputy CEO, Global Head of Government Affairs, AIMA

 

12:35pm Lunchtime workshop - Selecting your fund domicile: structures, regulation & trends

This workshop will examine the primary considerations when setting up alternative investment funds across the main fund domiciles of the Cayman Islands, Ireland and Luxembourg, including in the context of parallel fund structures. We will look at the typical fund structuring considerations within the themes of investment fund regulation, management companies, impact investing and examine some recent trends.

 

1:20pm Panel | A new vision for transparency and market structure

In Europe, a consolidated tape is finally on the cards with the review of MiFID II / MiFIR, but how can policymakers overcome the remaining challenge of data quality to make this a reality? In the US, short selling remains in the spotlight, with SEC rulemaking set to usher in major changes, alongside new obligations when it comes to reporting of securities lending transactions and security-based swaps. This panel will explore these topics and more, considering how regulators are reforming the trading landscape.

Stephen Berger

Managing Director, Global Head of Government & Regulatory Policy, Citadel

Adam Jacobs-Dean

Managing Director, Global Head of Markets, Governance and Innovation, AIMA

Carol McGee

Associate Director, Office of Derivative Policy and Trading Practices, U.S. Securities and Exchange Commission

 

2:10pm Panel | Rethinking the regulation of the U.S. asset management industry

A significant wave of regulatory change is reshaping the framework for the U.S. asset management industry. This panel will explore what this means in practice for firms, tackling everything from private funds rulemaking, Form PF, cyber security and changes to dealer registration. What do the changes mean in aggregate and how should firms prepare?

Melissa Roverts Harke

Assistant Director, Investment Advisor Regulation Office, U.S. Securities and Exchange Commission

Ryan Taylor

Co-COO & Group Head of Compliance, Brevan Howard

 

3:30pm Breakout session A | ELTIF - key reforms and what to expect next

 

3:30pm Breakout session B | The future of crypto

Join Sarah Crabb, hedge funds partner, and Martin Shah, tax partner, from Simmons & Simmons to discuss the future of crypto, including:

  • Current trends and future outlook for digital asset fund structures and strategies
  • Navigating operational challenges and regulatory and tax uncertainties
  • Evolution of institutional adoption of the asset class

 

 

4:05pm Breakout session C | What's on the cards for D&I 2023?

Session overview

  • 100Women in Finance’s update on their mission, plus recent success stories 
  • Next Gen/Impact and the importance of this for the wider diversity in Financial Services
  • The emphasis on S in ESG - professional women in finance - better business and cultural outcomes

 

Hannah Rossiter

Managing Director, Financial Services Compliance & Regulation, Kroll