UCITS & AIFMD for US Managers 2021 | Informa Connect | 9 November 2021 | Convene 75 Rockefeller Plaza, 75 Rockefeller Plaza, New York, NY 10019, USA

US Asset Managers: Optimize Your Fund Distribution Strategies in Europe

Navigating the changing European landscape with successful investment, distribution and regulatory strategies.

Get the inside scoop on launching and selling in Europe; meet the European experts and US decision-makers under one roof at the definitive meeting place for US asset managers distributing funds in Europe.

What will you gain?
Understand the latest commercial opportunities in Europe:
• Opportunities in Europe; investor appetite, strategies; What are European investors looking for and responding to? Differences between trends in Europe and the US
• Successfully launching UCITS & AIFs in Europe
• Updates on the UK as a fund domicile; regime, available fund structures
• The growth of ETFs and indexing in Europe
• LTAF & ELTIF Structures; Making alternatives mainstream
• ESG products, strategies; What are managers doing? Success stories, challenges
• Diversity on Boards; Optimising decision-making and performance

Engage with an exclusively senior audience of decision makers from the US and Europe:
• 100+ senior asset managers from across the USA
- CEO, Founder
- Head of Distribution
- Head of Product
- Head of Compliance
- Head of Legal
- Head of Operations
- Managing Director
- Partner
- General Counsel
• European experts; Law firms, 3rd Party Management Companies, Custodians, Administrators, Software providers, Specialist advisors

Keep up with key regulatory developments impacting your business:
• Key European regulatory developments; What are regulators and supervisory bodies focusing on? o Review of UCITS and AIFMD; what to expect, impact for US managers
• EU Sustainability Disclosure Regulation; effective from March 2021
• Liquidity risk management; ESMA Common supervisory action; local regulators' expectations; what to do to ensure compliance
• Update on the new EU Cross-Border Distribution of Funds (CBDF) rules; Implementation, impact for managers
• Marketing non-EU AIFs into the EU; new rules in 2021
• Navigating the practical challenges of SFDR

2021 Speakers

Sharanya Mitchell
Senior Vice President and Associate General Counsel, Cohen & Steers

Gordon Eng
General Counsel & Chief Compliance Officer, SKY Harbor Capital Management, LLC

Deborah Hammalian
MD Chief Compliance Officer, Voya Investment Management

Steven Yadegari
Chief Operating Officer and General Counsel, Cramer Rosenthal McGlynn, LLC

Victor Hugo Rodriguez
CEO, LatAm Alternatives Group

Eva Mykolenko
Associate Chief Counsel, ICI Global

Habib Moudachirou
Chief Investment Officer, V-Square Quantitative Management

Scott Parkin
Director of International Legal, Vice President, AllianceBernstein

Charles Heinzer, CIMA
SVP, Head of FIG Americas, PGIM Investments

Katharina Just
Co-Head of Legal Documentation Management, DWS

Daniel Mueller
Partner, Head of Latin America, Alpine Capital Advisors

Andrew Kehoe
Head of Legal, KB Associates

David Walsh
Partner, Asset Management and Investment Funds, Dillon Eustace

Anne Marie Thurston
Director, US Offshore Intermediaries, BlueBay Asset Management

Emma Rodriguez-Ayala
General Counsel, Chief Compliance Officer and Board Secretary, LGIM America

Candice Richards
Chief Compliance Officer, MidOcean Partners

Cynthia Kalathas
Associate General Counsel, New York Life Insurance Company

Martin Jarzebowski
Director of ESG & Responsible Investing, Federated Hermes

Cyril Schopfer
Director, Client Coverage, RBC Investor & Treasury Services

Jag Alexeyev
Head of ESG Insights, Broadridge Financial Solutions

Ross Allen
Senior Investment Risk Manager, Jupiter Asset Management

James Athey
Senior Investment Manager, Aberdeen Standard Investments

Nora Brown
Senior Director, Distribution Compliance, Manulife Asset Management

Yovanka Bylander
Head of Sustainability, TimesSquare Capital Management, LLC

Pasquale Capasso
Head of ETF Capital Markets, Southern Europe & LatAm, Invesco Ltd.

Eunice Chapon
VP and Counsel, Decency Global Inc.

Phil Coolidge
CEO, Global Fund Connections LLC

Peadar De Barra
Director & Chief Operating Officer, KB Associates

Brian Dunleavy
Associate Director, KB Associates

Sarah-Jane Elsner
Senior Associate, aosphere LLP

Elisa Forletta-Fehrenberg
Head of ESG, Zeidler Group

Deborah Gilshan
Independent Advisor, Investment Stewardship & ESG, Founder, The 100% Club

John Grady
Chief Operating Officer and General Counsel, ABR Dynamic Funds, LLC

Nizam Hamid
Independent

Paul Harvey
Founder & Executive Chairman, Juniper Place

Aisha Hunt
Principal Kelley Hunt, PLLC

Axel Lomholt
Head of Product and Master Program Management, Vanguard Asia

John Madigan
Independent Non-Executive Director, CIFD Independent

Eric Neisner
Director, Global Financial Institutions, Franklin Templeton

Craig Peretz
Chief Financial Officer, Golden Eagle Strategies, LLC

John Ricciardi
Head of Global Asset Allocation, Deuterium Capital Management, LLC

Wassim Sakka
Director of Hedge Fund Research, Lyxor Inc

Paul Taylor
Independent Consultant, NED Independent

2021 Sponsors

LEAD SPONSOR:
• KB Associates

ASSOCIATE SPONSORS:
• aosphere LLP
• Broadridge
• Dillon Eustace
• Finance Malta
• Invest Cyprus
• Prescient Fund Services (Ireland) Limited
• RBC Investor & Treasury Services
• Zeidler Group