Focus on global fund distribution

As market recovery gathers pace and investment managers target new growth opportunities, attention is becoming increasingly focussed on global distribution channels. The 19th annual ALFI/NICSA global investment funds forum will explore the future opportunities and challenges that lie ahead for fund promoters, with a special conference emphasis this year on distribution, governance and market infrastructure. As market interest in emerging economies grows, the forum will also include a special session on fund distribution activities in Latin America. In turn, the conference will feature presentations exploring trends and policies in European pension funds and ways in which the global financial crisis is reshaping the investment industry, public policy and US politics. Leading global industry experts, including Jean-Michel Loehr, Chief Industry & Government Relations at RBC Dexia Investor Services (RBC Dexia), will debate key market issues during an intensive two day programme, sharing insights and intelligence on the very latest industry developments.

RBC Dexia in the agenda

Target 2 Securities (T2S)/Luxembourg Central Security Deposit (Lux CSD): simply new securities settlement plumbing or a tidal change in the fund industry?

Jean-Michel Loehr – Chief, Industry & Government Relations, RBC Dexia Investor Services

Infrastructure supporting the European industry faces significant reform and development with the advent of the pan-European T2S initiative. This special panel session will explore the ongoing development of T2S and likely future implications of the project. It will also assess the likely impact on and role of the Lux CSD as the changes ahead take effect. The panel will draw on the views and insights of leading industry figures, with Mr. Loehr providing specific strategic and administrative perspective. A key question will centre on the future role and impact of central securities depositories on fund share order processing and settlement, given the leading role of the Luxemburg fund industry in supporting the cross-border distribution of funds within and beyond the EU borders. The choice between the CSD model or dedicated fund processing solutions will also feature in the debate.

September 28, 2010
4:10 – 4:55 pm
View Jean-Michel Loehr’s bio

Meet our people

Meet our RBC Dexia representatives during the two day conference.
Visit us at Booth 22.

Jean-Michel Loehr - Chief, Industry & Government Relations
Frank Van Hoornweder - Managing Director, RBC Dexia Investor Services Bank S.A
Annemarie Arens - Head, Client Service, Continental Europe
Markus Postler - Director, Business Development Luxembourg
Ilias Georgopoulos - Director, Sales & Relationship Management
Jeffrey Nadal - Director, Sales & Relationship Management
David Dibben - Head, Global Fund Products
Bill Gourlay - Director, Fund Segment Strategy
Alessandro Silvestro - Director, Sales and Relationship Management
Martin Bock - Fund Services Manager
Samuel Kuborn - Head, Operations Luxembourg
Muhammad Cassim Hossen - Head, Statutory and Regulatory Reporting

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 stand at Booth 22 at the ALFI/NICSA Global Investment Funds Forum.

Our latest industry guides and publications include:

Trends in Fund Distribution
Fund Distribution Poll Summary Results

Target 2011: Preparing for the new UCITS IV implementation measures

Useful information