UCITS & AIFMD Dublin 2022 | Informa Connect | 26 April 2022 | The Marker Hotel Dublin, Grand Canal Quay, Dublin Docklands, Dublin, D02 CK38, Ireland

Agenda:

◘ Key European regulatory updates and their impact for asset managers
• Regulatory updates and ongoing challenges at EU level
Review of the PRIIPS regime; Performance disclosures
MiFID suitability; challenges for firms
AIFMD II; proposals regarding delegation, liquidity risk management; implications for managers
SFDR implementation; detailed Level 2 disclosure provisions– July 2022
• Updates at local levels
CBI initiatives and priorities; impact on managers
Outsourcing, operational resilience
Greenwashing; additional guidance at local levels e.g. France, Germany, Switzerland; CBI’s expectations regarding climate change, greenwashing

◘ Evolving investor demands and commercial opportunities
Developing fund flows and commercial trends
Evolving investor expectations; where is demand coming from, and how is it changing? What are the jurisdictional trends?
ELTIFs; Making private markets available to a broader market; opportunities, uptake, challenges
Client and distributors' demand for ESG integrated product; opportunities for Dublin
ESG product proliferation; new launches

◘ The evolving distribution landscape; Challenges and opportunities
Distributing funds in Europe; current trends, challenges and opportunities
Ongoing impact of COVID on distribution
CBDF – Where are we now? Challenges and key considerations for managers
Successful distribution strategies in the evolving market
New platforms and methods of distribution; challenges and opportunities

◘ Designing and implementing a future-proofed investment strategy
How are companies and asset managers navigating the evolving ESG paradigm? What are asset managers doing to protect and future-proof their portfolios?
Successfully integrating SDGs; practical examples, dos and don’ts
Applying SDGs to different sectors; interpreting appropriate materiality
How are asset managers dealing with the variety of data available?
What are the NextGen demanding in terms of investment opportunities? What's the NextGen attitude to investment and market risk?

◘ Navigating the practical challenges of SFDR; Moving to Article 8 and 9
Remaining challenges with SFDR; mismatched implementation deadlines, lack of reliable data; disconnect between MiFID II on definitions with SFDR, taxonomy; impact on managers
CBI guidance expected; enforcement mechanism
ISSB creating data standards, starting with enterprise value; Impact for European standards global asset managers
Experiences moving to Article 8 and 9; impact on selling
Is investor demand pushing funds to move to category 8 or 9 too quickly?
Characterising Article 8 and 9 products; minimum standards for Article 8 and 9 at local levels; France, Germany
COP26, Net Zero; How to disclose your commitments; adapting and communicating portfolio alignment to Net Zero

◘ Spotlight on outsourcing, delegation and substance; Sustainable models going forwards
CP138; focus on outsourcing and delegation; Key considerations for funds and ManCos
Oversight of fund distributors and sub-distributors
How are the models that were recommended and adopted in anticipation of Brexit faring now?
How are various arrangements being viewed by the CBI, tax regulators? Secondment arrangements, tied agency models viewed? How will these models be viewed going forwards?
What do sustainable long-term models look like?

◘ The future of Dublin as an asset management centre
To what extent is Dublin becoming the next major front office centre? Drivers, progress so far and challenges ahead
Benefits of Dublin as a domicile
The future of talent in Dublin; where will senior talent come from to support the growth of the industry?
What talent is needed; e.g. staff required to set up a ManCo
Remuneration practices; are these optimised to draw in the right talent?
Strategies for securing and retaining diverse talent
Impact of diverse competencies and perspectives; decision-making, performance, organisational sustainability, and competitive advantage

2022 Speakers

Gayle Bowen
Partner, Head of Asset Management and Investment Funds, Ireland, Pinsent Masons

Victoria Brown
Managing Director, Aberdeen Standard

Vincent Ingham
Director, Regulatory Policy, European Fund and Asset Management Association (EFAMA)

Paul Nunan
Country Head, Jupiter Asset Management (Europe) Limited

Steven O'Hanlon
Chief Investment Officer, Rubrics Asset Management

Colin Keane
Country Head, Cohen & Steers Ireland Limited

Chris Muyldermans
Counsel EU Public Policy & Regulatory Affairs, KBC Asset Management

Claire Winrow
Senior Associate, Pinsent Masons

Sean Tuffy
Head of Market & Regulatory Intelligence, CFS EMEA, Citi

James McKnight
Partner, Simmons & Simmons LLP

Elizabeth Budd
Partner, Pinsent Masons

David Burke
Head of Compliance and Risk, Rubrics Asset Management

Daniel Capocci
CEO, FARAD Investment Management

Marilyn Cooney
Head of Regulatory, Legal, GAM Fund Management Limited

Torsten Hunke
Managing Director, VanEck

John Madigan
Independent Non-Executive Director, CIFD, Independent

Samantha McConnell, CFA
Independent Non-Executive Director, Fund, Manco and MiFID Boards in Ireland and Luxembourg

Aedín O'Leary
Independent Non-Executive Director, Co-Founder, Green Team Network

John O'Sullivan
Co-Head of Investments, Ireland & Chief Investment Officer, Beechbrook Capital

Giles Swan
Director of Global Funds Policy, ICI Global

2022 Sponsors

LEAD SPONSOR:
• Pinsent Masons

ASSOCIATE SPONSORS:
• Prescient Fund Services (Ireland) Limited
• Simmons & Simmons