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Speakers

Featuring Speakers:

Juris Rumba, CFA, Board member, Funds manager, Swedbank Investment Management, Latvia

Juris Rumba has received his M.Sc. Finance degree from Stockholm School of Economics in conjunction with M.Sc. International Business from CEMS. He has also obtained CFA charterholder designation. His professional experience includes BIG4 audit, corporate financial advisory and since 2013 asset management at Swedbank Investment Management Latvia, where he manages pension second and third pillar funds in excess of 1.3 bEUR. He oversees strategic asset allocation process and has in-depth experience with fixed income portfolio management as well as has gradually built-up sizeable exposure alternative assets (Real Estate and Private Equity). He represents pension fund Dinamika, which in recent years has twice been awarded Investment & Pensions Europe  (IPE) Best CEE pension fund award.

 

Javier Castro Arriaza, Equity Fund Manager, Caja de Ingenieros Vida y Pensiones, Spain

Javier Castro Arriaza holds a bachelor’s degree in mathematics and a postgraduate degree in Quantitative Techniques for Financial Markets by Universitat Politècnica de Catalunya. He joined the Caja de Ingenieros team at the beginning of 2011 and since 2012 is the lead manager of European and US strategies. Later, since 2016 is the lead manager of global strategies where Caja Ingenieros Multigestion is included.

 

 

Margrét Sveinsdóttir, Managing Director of Asset Management, Arion Bank, Iceland

Margrét is the Managing director of Asset Management at Arion Bank. Margret has worked in the financial sector for over 30 years. Starting her career in credit at the Industrial Bank of Iceland. Then moving into asset management and capital markets, heading the securities brokerage and advisory at Íslandsbanki Securities Ltd, later the asset management division of Glitnir. She was head of financial institutions client relations at Glitnir before joining Arion Bank. Margrét has served on a number of boards of directors, including a life insurance company and several funds in Luxembourg. Margrét has an MBA degree from Babson College in Massachusetts and a degree in business administration from the University of Iceland. She is a certified stockbroker.

 

Stéphane Janin, Head of Global Regulatory Development, AXA Investment Managers, France

Stéphane, 51, has 28 years of experience in the areas of asset management and financial markets. Stéphane currently heads up Axa Investment Managers’ Global Regulatory Development directorate and internal network at worldwide level. Stéphane is a member of Axa Financial Regulation Steering Committee as well as a member of various internal topical regulatory Steering Committees. Before joining AXA Investment Managers, Stephane was Head of the International Affairs division at the AFG, the French Asset Management Association, responsible for international regulatory strategy and promotion. Prior to that, at the Autorité des Marchés Financiers (AMF), Stéphane was Advisor in charge of Strategy and Risks to the Managing Director after being the Head of Market Surveillance at the Commission des Opérations de Bourse (COB). At EU level, Stéphane has been an elected Board Member of the European Fund and Asset Management Association (EFAMA) since June 2017 and the Vice-Chairman of the ICMA Asset Management and Investor Council since March 2017. He is currently chairing the EFAMA Task Force on European Long Term Investment Funds (ELTIFs) as well as the ICMA Asset Management and Investor Council Working Group on fund liquidity. His first commitment at EU level started at the European Commission, where he was seconded as an official National Expert from 2000 to 2004 – being responsible for four regulatory topics: the UCITS Directive, the hedge fund file, the credit rating agency file and the Market Abuse Directive. At international level, Stéphane is a member of the stakeholders’ panel of the International Organization of Securities Commissions (IOSCO). He was a Member of the Board at the International Investment Funds Association (IIFA) from 2012 to 2014. Stéphane graduated from the Institut d’Etudes Politiques (IEP) – “Sciences Po” in Paris, with a major in Economics.

 

Robert Parker, Senior Adviser, International Capital Markets Association & Asset Management, UK

Robert Parker is a Senior Adviser to the International Capital Markets Association and chairs the Asset Management and Investors Council. He has worked in the capital markets for approximately 45 years, starting his career in corporate finance in France, then being a member of the N M Rothschild investment team and later he was a founder of Crédit Suisse First Boston’s investment activities. After 35 years, he retired from Crédit Suisse in May 2017. He is a member of the Supervisory Board of Arcus European Infrastructure and is Vice Chairman of the Quilvest Investment Committee. He gained his BA and MA in economics from Cambridge University.

 

Ada Harte, Deputy General Counsel, Natixis Global Asset Management, UK

Ada Harte is Deputy General Counsel for Natixis Global Asset Management. Previously Ada worked at Invesco Ltd. where she was Head of Legal, UK. During her career, Ada has also gained legal asset management experience with roles at T. Rowe Price, Pioneer and in private practice with the Financial Services team at A&L Goodbody Solicitors. She has experience of a wide variety of legal practice areas, including retail and institutional asset management, product development and distribution matters. Ada studied at University College Dublin where she obtained a Bachelor of Business and Legal Degree as well as a Masters in Commercial Law, and having qualified as a solicitor in Ireland in 1999, she is also qualified to practice law in England and Wales.

 

Agathi Pafili, Senior Regulatory Policy Advisor, EFAMA, Belgium

Agathi Pafili is Senior Regulatory Policy Advisor in the European Fund and Asset Management Association (EFAMA) since September 2012 in charge of regulatory developments at the EU and global level with a particular focus on benchmarks and indices and the long term investment funds. She is also a member of the Euribor Steering Committee. Agathi was formerly a member of the cabinet of the Vice President of the European Parliament, in charge of the Economic and Monetary Affairs Committee files. Prior to that, Agathi was the head of the cabinet of the Chair of the Culture and Educations Affairs Committee of the European Parliament from 2007 to 2009 and has worked as a policy advisor for a Member of the Economic and Monetary Affairs Committee of the European Parliament from 2004 to 2007. Agathi started her career in 2002 as a trainee lawyer in the Commercial Bank of Greece in charge of commercial private contracts. She is member of the Athens Bar Association and holds a LL.M on international and European law.

 

Angelos Gregoriades, Chairman, CIFA, Cyprus

Angelos Gregoriades, FCA, BSc (Econ.) is the Chairman and Senior Partner at KPMG Cyprus, President of the Cyprus Investment Funds Association (CIFA) as well as Honorary Consulate for Slovakia as from May 2017. Angelos is also the Vice-Chairman of the Cyprus Investment Promotion Agency (CIPA). With over 30 years’ experience as a member of KPMG’s Tax network, he has participated in numerous merger, acquisition and corporate structuring and restructuring operations at both national and international level and has written many articles and presented seminars of the role of Cyprus as a regional financial and commercial center. Solution and sector experience International Corporate Tax, Banking and Financial services.

 

Jean-Marc Goy, Counsel for International Affairs, Commission de Surveillance du Secteur Financier (CSSF), Luxembourg

Jean Marc Goy is the Counsel for International Affairs of the CSSF, the Luxembourg Supervisory Authority of the Financial Sector. His task is to ensure communication and relations with the foreign Supervisory Authorities, in particular in relation to investment management. He represents the CSSF in a number of international forums, such as the European Securities and Markets Authority (ESMA), the Investment Management Standing Committee and its Sub Groups, the International Organization of Securities Commissions (IOSCO), the Enlarged Contact Group (ECG) and the IFREFI. He lectures on the regulation of the financial sector at the University of Luxembourg and is the Vice President of the Board of the Luxembourg Institute of Socio Economic Research (LISER). Before joining the CSSF in 1998, Jean Marc worked for a couple of years as an attorney at law for a Luxembourg law firm. He studied law at the University of Montpellier, where he earned a Master of Laws degree and a postgraduate degree.

 

Patrik Karlsson, Director, Market Practice and Regulatory Policy, International Capital Markets Association, UK

Patrik Karlsson has been in involved in financial services policy analysis and stakeholder engagement for a long time. He joined ICMA’s buy-side practice, the Asset Managers’ and Investors’ Council (AMIC) in October 2014. Before that, he spent four years as Head of EU Government Affairs at Prudential plc and four years at the British Bankers’ Association (BBA). Patrik studied international relations and history at the London School of Economics and joined the government affairs practice of a law firm, DLA Piper LLP, in Brussels after a brief stint in Parliament with the Liberal Democrats.

 

 

Swen Werner, Managing Director of Product and Innovation, Cash and Custody, State Street Corporation, United Kingdom

Swen Werner is the Managing Director of EMEA Product and Innovation, Cash & Custody at State Street. He is responsible for EMEA Core Custody and Cash product management and the business lead for the Target2-Securities (T2S) programme overseeing readiness to manage the ongoing market migration of European CSDs onto the T2S platform and enhance the service and operating model in light of changing market requirements. He has recently overseen several initiatives aimed at reduce operational risk and improve client services in the core custody product. The T2S project is one of the largest initiatives impacting the European securities industry. He joined State Street Corporation in 2015 as Managing Director responsible for product strategy and implementation of operative changes concerning the T2S platform. He actively engages in regulatory and industry developments affecting the securities services environment.

 

Beate Born, Global MiFID II Project Lead, UBS Wealth Management, Switzerland

Beate Born, currently leads the Global MiFID II Program across UBS Wealth Management. She has 13 years’ experience in the financial services industry in Switzerland, Europe and Asia with a focus on regulatory implementation and program management. Amongst others, Beate worked as a consultant for Malik Management Zentrum St. Gallen, had her own regulatory implementation practice and is now deputy team head in Business Risk & Regulatory Management at UBS in Zürich. Degrees include an MBA from Clark University, a DESS from the Sorbonne and an executive diploma from the Swiss Finance Institute.

 

 

Bernard Tancré, Head of Business Solutions, Investment Fund Services, Clearstream, Luxembourg

Bernard Tancré joined the Investment Fund Services department of Clearstream in June 2012 as Head of Business Solutions. Before joining Clearstream, Bernard was the General Manager of Prime Fund Solutions Fortis Banque Luxembourg S.A., then Global Head of Products and Solutions for Asset and Fund Services, BNP Paribas Securities Services. He started his career with Coopers & Lybrand Luxembourg in 1991. He worked for Brown Brothers Harriman (BBH) in Luxembourg from 1996 to 2006, starting in the Global Controllers area then heading the Client Service Department.

 

 

Benedikt Weiser, Lawyer, Simmons&Simmons, Germany

Benedikt Weiser advises on all aspects of asset management, regulated and unregulated funds, private equity, general M&A and corporate law. He focuses on advising both investors and fund sponsors on the structuring and formation of investment funds, including private equity, real estate, infrastructure, mezzanine and hedge funds. His practice covers related tax and regulatory matters in all relevant fund jurisdictions. Benedikt has particular experience with accompanying investments of German insurance companies and other regulated investors. He has in-depth knowledge of structuring and implementing fund-of-fund and multiple-tier structures, fund-platforms for indirect investments, and tax efficient structured products.

 

George Chamberlain, COO, CDAM (UK) Ltd, UK

George Chamberlain joined CDAM in April 2015. He was previously Head of Sales Operations at Towry Ltd, a UK Financial Advice and Investment Management firm managing approximately £10 billion of retail client assets. George held several senior manager roles at Towry, joining them in 2010 after winning a scholarship to study for an International Executive MBA at ESCP Europe. Prior to Towry, he was Director of Sales at Image Source Ltd, responsible for revenue made by Image Source offices in the UK, Germany and the US, and by a distribution network of approximately 175 companies in over 50 countries. George graduated from Cambridge University with a 2:1 in 2000.

 

Jérôme de Lavenère Lussan, CEO, Laven Partners, UK

Lavenère Lussan is the founder and CEO of Laven – a global compliance consultancy and regulatory software publisher, servicing the financial industry. He has pioneered the development of a suite of regulatory software enabling the digitalisation of compliance processes and oversight including for the carrying out of fund operational due diligence. Lavenère Lussan’s background includes acting as a COO of a hedge fund and as a financial lawyer at Jones Day.  Lavenère Lussan holds an LLB from the University of Edinburgh. In 2010 and 2011, he was named by Financial News as one of its 100 Rising Stars, and in 2011 and 2012 one of its 40 under 40 Rising Stars in Hedge Funds. He is also the author of the Financial Times Guide to Investing in Funds.

 

Jonathan Lipkin, Director of Policy, Strategy & Research, Innovation Association, UK

Jonathan Lipkin is Director of Policy, Strategy and Research at The Investment Association (IA) and a member of the IA management team. The IA represents the UK investment management industry and its members manage over £5.7 trillion of assets on behalf of UK and overseas clients.  Jonathan’s work currently focuses on three key areas:  public policy issues affecting asset management; the strategic direction of the IA and the investment management industry; and the provision of research and analytical support for the IA’s activities.  In recent years, he has led major projects on UK pension reform, client disclosure policy and industry competition, and has played a role in broader IA policy development, including on EU and international affairs. Jonathan joined the IA in 2005, becoming Director of Public Policy in 2012. Prior to 2005, he worked for a number of years at Oxford Analytica, an international consultancy.  At OA, he led the European political and economic analysis serving a wide range of domestic and overseas clients, both corporate and governmental.  Jonathan is a member of the Advisory Board of the Centre for Asset Management Research at Cass Business School, London and a Fellow of the Royal Society of Arts.  He writes and speaks regularly both in the UK and abroad on asset management and pensions issues.

 

Richard Marshall, Fund Solutions, FundRock Management Company S.A, UK

Richard Marshall joined FundRock as a Fund Solutions expert in June 2016, with a focus on new product implementation and client management. Richard has more than 24 years of Fund industry experience. Prior to joining FundRock, Richard spent 10 years at BlackRock with roles covering Directorship in BlackRock’s Luxembourg Management Company (2006-2012) and leading BlackRock’s EMEA Fund OnBoarding Group in London (2012-2016). Prior to BlackRock, he held management roles with BNY Mellon, and spent 6 years with Fleming Asset Management in both Edinburgh and Luxembourg.

 

Russel Tatham, Head of Product Strategy EMEA, Deutsche Asset Management, UK

Russel Tatham joined Deutsche Bank in 2005 with 10 years industry experience. As Head of Product Strategy EMEA, Russel is responsible for defining and delivering Deutsche Asset Management’s strategy in the regions, working across our active, passive and alternatives businesses to ensure the firm has the right products to succeed in our target markets. Prior to his current role, Russel worked in a number of strategy and business management roles in Asset & Wealth Management and Global Markets. Russel holds an MBA from Manchester Business School and a BA in economics from Manchester University.

 

Demetra Kalogerou, Chairwoman, Cyprus Securities and Exchange Commission, Cyprus

Demetra Kalogerou (BSc, MSc, MPhil) is the Chairwoman of the Cyprus Securities and Exchange Commission, the public independent supervisory authority responsible for the overall supervision of the securities market in Cyprus. She is also a member of the five-member Public Oversight Committee that supervises auditors and audit firms. Furthermore, from September 2013 to June 2014, she served as a member of the then tripartite Resolution Authority together with the Minister of Finance and the Governor of the Central Bank of Cyprus. Previously she served as a Senior Officer of the Cyprus Stock Exchange. Overall she has more than 15 years of experience in the financial sector.

 

Jérôme Wigny, Partner, Elvinger Hoss Prussen, Luxembourg

Jérôme Wigny became a member of the Luxembourg Bar in 1994 and a partner of Elvinger Hoss Prussen in 2001. He specialises in investment funds (UCITS and AIFs, in particular those pursuing alternative strategies) as well as management companies and alternative investment fund managers (AIFMs). He is a member of various commissions of the Luxembourg Association of Investment Funds (ALFI) and co-chairs the Hedge Fund commission. He is also a member of the investment fund committee of the Luxembourg Directors’ Institute (ILA) and of the Haut Comité de la Place Financière (HCPF), the advisory committee to the Luxembourg Ministry of Finance. He holds a “licence en droit belge” from the Université Catholique de Louvain-la-Neuve. He is a regular speaker at conferences and seminars, in particular in relation to investment fund-related topics, and is an invited professor at Hautes Etudes Commerciales (HEC), Liège (Belgium).

 

Dr. Hilger von Livonius, Rechtsanwalt, Partner, K&L Gates LLP (Munich), Germany

Dr. Hilger von Livonius is a Partner at K&L Gates LLP. His practice concentrates on banking, investment and insurance regulatory matters, with a specific focus on investment funds and debt capital markets (DCM), structured financial products and derivatives. He advises product manufacturers (such as sponsors and fund managers) in connection with the issuance of financial products (both retail products and solutions for institutional investors). He also advises institutional investors (such as insurance companies and pension schemes) on their investments, in particular in the areas of real estate, other real assets and alternative investments.

 

 

Julie Patterson, Head of Asset Management, Regulatory Change, KPMG’s Regulatory Centre of Excellence EMA, UK 

Julie has specialised in the asset management and funds sector for 18 years.  She leads on asset management regulatory change within KPMG’s EMA Regulatory Centre of Excellence. She publishes thought leadership and knowledge-based analyses of regulatory proposals and of the evolving political and supervisory context.   She is also global lead on Brexit for the sector. Before joining KPMG, she worked for 15 years at the UK’s Investment Association and its predecessors.  In 2002, she established a widened regulatory function, covering investment management regulation, buy-side dealing, segregated mandates, capital requirements and operations.  In the last few years, she focussed on directing the association’s work across all aspects of collective investment funds – product regulation, distribution, fund administration and financial reporting, tax and legal. She has extensive knowledge of the EU regulatory process and the increasing role of international bodies such as IOSCO.  Also, through many years of working with the European Federation (EFAMA), she has acquired a broad knowledge of the different fund and distribution structures around the EU.  In particular, she chairs EFAMA’s Working Group on the investor protection aspects of MiFID II and the PRIIP KID.

 

Andreas Yiasemides, Partner, Head of Fund Services, PwC Cyprus

Andreas Yiasemides has joined PwC Cyprus as a Partner on 1st November 2016 and is the Head of the Fund Services of the organisation.  After his graduation from the University of Manchester with a first class degree in Economics, he joined PwC in 1999 and qualified as a Chartered Accountant (FCA). He continued his career with the Bank of Cyprus, holding various positions including heading the Custody and Trusts Unit. He then moved on to an organization of professional services where he set up and led the Fund Services Unit. He has served as a member of the Board of Directors of the Bank of Cyprus and of the Central Bank of Cyprus and is the Vice Chairman of Board of Directors of Cyprus Investment Fund Association (CIFA).