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ALFI/NICSA Global Investment Funds Forum
September 22-23, 2009 | Luxembourg

A Global perspective on investment funds

Encouraging economic signals are driving renewed optimism in global securities markets, with financial institutions exploring a growing range of global business opportunities. The 18th Annual ALFI/NICSA Global Investment Funds Forum will explore the business potential of Asia, the US and the Middle East and product specific areas such as UCITS IV, hedge funds and securities lending. Key sessions will explore potential challenges and opportunities facing asset managers, the registration and distribution of products such as UCITS and the development and likely impact of new regulation for the asset management business. Leading global industry experts, including Chris Stuart Sinclair, head of operations at RBC Dexia Investor Services Bank Luxembourg, will debate the issues during an intensive two day program and share insights and intelligence on the very latest market developments.

RBC Dexia in the agenda

UCITS IV – Potential new business opportunities and critical challenges for the industry
Chris Stuart Sinclair – Head Operations Luxembourg, RBC Dexia Investor Services Luxembourg

As the global funds industry prepares for implementation of UCITS IV in 2011, Chris Stuart Sinclair will contribute to an expert discussion panel, assessing the potential opportunities and challenges the latest phase of UCITS development presents. The session will explore the likely market for the products, strategic implications, the implementation requirements surrounding UCITS IV products and the operational and servicing needs the development of UCITS IV is expected to generate. The panel will draw on the views and insights of leading figures from the international asset management arena, with Mr Sinclair providing a specific operational and administrative perspective. Chris Stuart Sinclair

September 22, 2009
16:00 pm – 17.05 pm
View Chris Sinclair’s bio

Meet our people

Meet our RBC Dexia representatives during the 2 day conference
Visit us at stand Green 22.

Jean-Michel Loehr
Chief Industry & Government Relations

Laurent Vanderweyen
Managing Director Luxembourg

Chris Stuart Sinclair
Head Operations Luxembourg

Howard Luder
Director Business Development Luxembourg

Marco Siero
Director Sales & Relationship Management Luxembourg

Ilias Georgopoulos
Director Relationship Management Luxembourg

Stéphane Badey
Director Compliance Europe

Olivier Portenseigne
Director Shareholder Services Luxembourg

Thinking ahead

Our innovative range of RBC Dexia industry guides provides insight and analysis of the very latest trends, challenges and opportunities designed to help you refine your business strategies and realize your ambitions.

To download our latest market guides and insights, follow the links below or pick up a copy at our booth, Green 22 at the ALFI/NICSA Global Investment Funds Forum.

Our latest industry guides and publications include:

Perspectives: What now? Risk management after the turmoil

After years spent chasing risky assets and high returns, how will a possible future of risk averse investors impact markets going forward? In the September 2009 edition of RBC Dexia's popular proprietary newsletter Perspectives, to be launched shortly, we ask nine industry experts for their view on how money managers are dealing with risk in a post-crisis world.

A practical guide to outsourcing partnerships

RBC Dexia is pleased to present "A practical guide to outsourcing partnerships", developed by Nick Alford, a partner with Kingston Smith Consulting LLP. This guide provides an end-to-end view of the steps that should be considered when entering an outsourcing partnership and reflects the experiences and recommendations of a number of organisations that have successfully navigated outsourcing transitions.

Demystifying Securities Lending

Without question, the credit crisis and changing market dynamics have had an influence on securities lending programs worldwide. And regulators, program providers and participants have responded to this challenge in a variety of ways. In this new feature publication, RBC Dexia explores the challenges that exist today including market impact, the controversy surrounding temporary regulatory restrictions on short selling, and insight on the quest for quality, product fundamentals, risk and risk mitigants and differences between cash and non-cash programs.

Towards the next generation: moving from UCITS III to UCITS IV

The funds landscape is changing and the forthcoming launch of UCITS IV will introduce new regulations designed to strengthen the existing UCITS brand and ease the path for cross-border fund mergers and distribution. As you build your business and the investment industry prepares to embrace the next generation of funds our guide can help you gain detailed insights of major changes that will pave the way for UCITS IV.

Useful information

Venue: Centre de Conférences Kirchberg
4, Place de l’Europe (behind the Philharmonie) L-1499 Luxembourg - Kirchberg
Conference website: http://www.alfi.lu/index.php?id=70&tx_mjseventpro_pi1[showUid]=20&cHash=0548c07520/
Stand number: Green 22

We look forward to seeing you in Luxembourg.