The Convene
The Convene, 75 Rockefeller Plaza, New York, NY 10019, USA

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Event Date Tue Mar 12 EDT - Wed Mar 13 EDT (over 2 years ago)
Location The Convene
75 Rockefeller Plaza, New York, NY 10019, USA
Region Americas

Navigating the changing European landscape with successful investment, distribution and regulatory strategies. Meet and learn from senior US asset managers launching and selling funds into Europe.

Why attend UCITS & AIFMD for US manager?

Keep up with developing distribution opportunities:
• European fund flows and sales trends; evolving investor demand
• Cross-border distribution post-Brexit
• Successfully launching UCITS & AIFs in Europe
• The growth of the passive market
• The business case for ESG and sustainable investment

Build industry relationships that matter:
• Global and boutique asset managers selling in Europe
• National regulators and supervisors
• National fund associations
• Fund distributors
• Senior legal counsel and compliance specialists

Get ahead with key regulatory discussions:
• Major UCITS & AIFMD developments; latest updates from the European Securities Markets Authority
• Impact of the European Supervisory Authorities (ESA) review
• CMU, PRIIPs - Where are we now?
• MiFID II post-implementation; impact on US managers and European clients

Who attends?

• Companies
Global and boutique asset managers, 3rd party management companies, European regulators and supervisors, European fund
associations and industry bodies
• Seniorty
CEO, CIO, COO, Founder, Country Head, Director, Head of Distribution, Head of Product, Head of Compliance, Head of Legal, Head
of Operations, INED, Managing Director / Partner, Senior Legal Counsel, SVP, VP, General Counsel
UK, Ireland, Luxembourg, New York, Boston, California, Connecticut, Delaware, Florida, Chicago, San Francisco, Texas, Washington,
Pittsburgh, Nevada, New Jersey, Toronto, Malta, Germany and more.


2019 Speakers:

Kevin Gustafson
Director of Legal & Compliance, Americas, Eastspring Investment

Eric Neisner
Director, International Business Development, Legg Mason Global Asset Management

Adam Johnson
Senior Vice President and Associate General Counsel, Cohen & Steers

Ross Stoeterau
Managing Director and Associate General Counsel, Nuveen

Matthias Liermann
Head of Global Product Platform, Deutsche Asset & Wealth Management

Deb Tobin
AVP, Global Distribution Compliance, Manulife Asset Management

Andrew Dreaneen
Head of Liquid Alternatives, Schroders

Justin Wheeler
Vice President, Blackrock

Andrew Kehoe
Head of Legal, KB Associates

Stephen Swanson
Assistant General Counsel, Invesco

Marc-Andre Bechet
Director Legal & Tax, ALFI

Peadar De Barra
Director & Chief Operating Officer, KB Associates

Eva Mykolenko
Associate Chief Counsel, Securities Regulation, ICI Global

Ryan Guthrie
Vice President, Intermediary Business Development (On/Offshore), PineBridge Investments

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

Clare Godson
Executive Director, Aosphere LLP

Ross Allen
Senior Consultant, KB Associates

Scott Parkin
Director of International Legal, Vice President, AllianceBernstein

Bob Humbert
Director of ETF Strategy and Solutions, BNY Mellon

Stephen Doyle
Head of Relationship Development UK and Ireland Institutional, BNY Mellon

Florence Stainier
Partner, Arendt & Medernach

Jenny Ljunghammar
Senior Associate, Aosphere LLP

Kimberly LaPointe
Executive Vice President, Head of Global Accounts, PGIM

Andrew Beer
Managing Partner and Co-Portfolio Manager, Beachhead Capital Management

David Giannone
Managing Director and Head of US, Global Client Coverage, RBC Investor & Treasury Services

Rebecca Strutton
Vice President and Associate General Counsel, New York Life Insurance Company

James Farrugia
Partner, GANADO Advocates

Joe Vittoria
CEO, Mirabella

Paul Ellis
Global Head of Regulatory Product Development, HSBC Securities Services

Richard Shamos
Counsel, Sadis & Goldberg LLP

Mario Rivero
Managing Director and CEO, FlexFunds

Craig Peretz
Chief Operating Officer, Chief Financial Officer and Chief Compliance Officer, Sierra Global Management, LLC

Jeffrey Himstreet
‎Corporate Counsel, PGIM, Inc. (Prudential Investment Management)

Cynthia Kalathas
Associate General Counsel, New York Life Insurance Company

Arne Bolch
Partner, GSK Stockmann

Matt Darwin
Associate Counsel, Cohen & Steers

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

Stuart Alexander
Co-Founder and Chief Executive, Gemini Investment Management

Matt Gertken
Associate Vice President, BCA Research

Aaron Ochstein
Head of Global Sales, Carillon Tower Advisers

Vitali Schetle, CFA
Director, Head Product Legal Engineering, Conducting Officer, Vontobel Asset Managemen

Gared Schneberger
SVP, Head of Legal – Asia, Australia, and the Americas, Natixis Investment Managers

Phil Coolidge
CEO, Global Fund Connections LLC

Ajai Thomas
Managing Director, Head of Investor Relations, Hollis Park Partners LP

Victor Hugo Rodriguez
CEO, LatAm Alternatives Group

Thomas Albert
CEO and Member of the Executive Board, Hauck & Aufhäuser

Sponsors & Partners

2019 Sponsors and Partners

• KB Associates

• Aosphere
• A&L Goodbody
• Arendt
• Baker McKenzie
• Dillon Eustace
• Northern Trust
• Pictet
• Prescient

• Axioma
• Finance Malta

• Eurekahedge
• Asset Servicing Times