BSP, Deloitte Luxembourg and RBC Investor & Treasury Services welcome you as we explore the latest asset industry trends including the democratisation of private capital and ESG strategies for Luxembourg vehicles. This session is designed to help Danish managers, present in Luxembourg or considering entering the market, set up Luxembourg structures and maintain an awareness of the factors that will impact them most.
The event will cover both liquid and alternative assets and will close with a networking lunch.
9:00 am Registration and breakfast
9:30 am Opening session – Setting the scene[+]
10:45 am – 11:00 am Networking Break
11:00 am Session on ESG Strategies/SFDR[+]
11:45 am Session on Democratisation of private capital[+]
12:30 pm Networking lunch
2:00 pm Close
Jean-Philippe Bachelet
Partner
Deloitte Audit
Jean-Philippe is an audit partner with over 25 years of experience in accounting and auditing. He is specialised in the audits of regulated investment funds and Management Companies and has deep experience in auditing various types of UCITS and AIF structures, investing in a variety of assets from traditional shares and bonds to complex derivatives, structured products, infrastructure funds and efficient portfolio management techniques.
Jean-Philippe is co-leading the Audit Nordic Initiative at Deloitte Luxembourg and has developed in this context a deep knowledge of the Nordic asset management markets and its key players.
He has also actively contributed to funds industry initiatives and has participated in various working groups of the Association Luxembourgeoise des Fonds d’Investissement (“ALFI”) and is a member of the Deloitte Luxembourg Investment Fund Task Force.
Jean-Philippe is leading the technology and innovation activities of Deloitte Audit Sàrl.
Isabel Høg-Jensen
Partner
BSP
Isabel has twenty years of experience in the Luxembourg investment fund market. She previously worked at a Magic Circle law firm as well as HSBC Securities Services Luxembourg S.A, where she gained extensive operational experience while working in the legal department and structuring alternative investment funds. Isabel also worked within ALFI (Association of the Luxembourg Fund Industry), where she assisted at the fund industry level with the coordination of the implementation of the alternative investment fund managers directive in Luxembourg. She has been with BSP for nearly five years assisting international fund promoters and asset managers in relation to the structuring and establishment of a wide range of funds (both liquid and illiquid).
Isabel is head of the Nordic Desk and leading all sustainable finance development and regulatory follow up within BSP. Isabel is BSP’s CSR leader initiating internal and external awareness and developing activities around the three pillars of diversity & inclusion, environmental sustainability and community responsibility.
Johan Lindberg
Managing Director, Head of Nordics, Client Coverage
RBC Investor & Treasury Services
Johan has been leading business development and client relations activity for the Nordic region at RBC Investor & Treasury Services since 2015. From 2007 to 2010, Johan worked for RBC Dexia Investor Services as Director, Business Development.
Johan is a seasoned leader with over 25 years of business exposure in the Nordics, having held various managerial and executive positions including Managing Director at SEB and BankInvest and CEO at Coeli Asset Management. He has extensive experience from business development and client relationship management in the asset servicing industry, while being active within fund distribution, product development and securities lending. Since 2015, Johan has served as President and Chairman on the Board of the International Bankers Club Luxembourg.
Johan holds a Diploma (Combined Honours) degree in Economics, Law and Marketing from the Stockholm School of Economics.
Kerstin Lindgren
Director, Client Coverage, Nordics
RBC Investor & Treasury Services
Kerstin has over 20 years of experience in the financial industry. Prior to joining RBC Investor & Treasury Services (RBC I&TS), she worked at Intertrust, where she managed their Depositary Services for Alternative Investment Funds, and has also worked at SEB, both in Sweden and in Luxembourg, where she was responsible for various operational and client facing functions, including heading custody services in Luxembourg. Kerstin is responsible for the growth and retention of Nordic asset managers’ portfolios and has extensive experience of managing large institutional client relationships. She joined RBC I&TS in 2017 and is based in Luxembourg. Kerstin holds a degree in International Law and Legal Studies from Örebro University.
Yann Mérillou
Partner
Deloitte Audit
Yann is an audit partner with over 15 years of experience in accounting and auditing. He is specialised in the audits of regulated investment funds and Management Companies and has deep experience in auditing various types of UCITS and AIF structures, investing in a variety of assets from traditional shares and bonds to complex derivatives, structured products, infrastructure funds and efficient portfolio management techniques.
Yann is co-leading the Audit Nordic Initiative in Deloitte Luxembourg, and has developed in this context a deep knowledge of the Nordic asset management markets and its key players.
Yann also actively contributes to Fund governance initiatives and participates in various working groups of the Institut des Administrateurs Luxembourgeois (“ILA”) (Audit Committee for funds and Board Organization and Effectiveness Committee), and is member of the Deloitte Luxembourg Investment Fund Task Force.
Yann is leading a technology initiative for the audit of funds and drive automation in the audit of funds. In this context, he is in charge of the development of D.NAV, which serves as a leading solution for the audit of funds in Luxembourg.
Jef Nymand Hounsgaard
Partner
Plesner
Jef is a partner in the Tax Law team at Plesner. He focuses primarily on corporate tax matters including private funds, corporate income tax, transfer pricing and taxation of shareholders. Jef continuously advises a large number of fund managers and LPs in relation to all tax aspects of fund formations. Furthermore, he represents taxpayers in relation to tax dispute matters before the administrative authorities and the courts of law, for example, Jef is currently representing tax payers in a number of test cases concerning taxation of carried interest.
Jef has broad teaching experience, having taught at the University of Copenhagen and on various courses for employees of the Danish Customs and Tax Administration as well as audit firms.
Location: | |
Date: | June 14, 2023 |
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