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Funds Speakers
Stefano Prosperi Head of New York Office Kairos Partners
Eric Neisner Director Legg Mason
Rhodri Mason Head Of Investment Solutions & Product Strategy Hermes
Dhananjay Pai CFO & COO P.Schoenfeld Asset Management
More Funds Speakers
Steve Bernat Director, Distribution Services Lemanik Asset Management
Ricardo Kaufmann Executive Director BTG PACTUAL
Kevin Ouellette Senior Counsel Wells Fargo
Verena Charvet Legal Director, European Regulatory Affairs Invesco Perpetual
European, Asian & LatAm Distributors
Victor Hugo Rodriguez CEO LatAm Alternatives
Michael Chan Managing Director BNY Mellon
Felipe Cousino Partner Alessandria & Compania
Miriam Muller Director Fund Platform Group BANK OF AMERICA MERRILL LYNCH
Benefits of Attending

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Calendar
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Distribution to Europe
  • Crack the European banking network
  • Using European passporting
  • Join the major European platforms
  • Which strategies are selling?
Distribution to Asia
  • Distributing across jurisdictions
  • Are risky strategies selling?
  • Partnering with local expertise
  • Understanding Chinese products
  • How Asian regulation affects funds
Distribution to LatAm
  • Accessing Chilean & Peruvian pensions
  • Monetising Brazil
  • Distribution strategies: Region-by-region
  • Where next: Colombia & Mexico?
Creating Your Global UCITS Distribution Strategy

Don't miss In-Depth Global Distribution Workshop, afternoon of 28th February 2013, New York

UCITS for US Managers conference:
Distribution & Asset Raising in Europe, LatAm & Asia

UCITS for US Hedge, Mutual & Investment Fund Managers: Are you capitalising on the opportunities?

UCITS for US Mangers 2013 provides a platform for top US funds and distributors from across Europe, Asia and LatAm to share success stories on themes such as:

Raising Assets/Distribution

  • Global Asset Raising Strategies
  • International Sales Trends
  • Setting Up a Distribution Network
  • Launching a Product
  • Accessing Investment from:
    • Asia
    • Latin America
    • Europe 

Regulation

  • Regulatory Impact of AIFMD
  • UCITS V & VI
  • Domiciliation:
    • Focus on Ireland
    • Focus on Luxembourg 

Asset Servicing

Funds & Distribution Networking Opportunities

Funds Attending in 2012 Included

AlphaMetrix • Amero Global Investors • Artisan Partners • Attalus • BTS Asset Management • DWS • Fidelity • First Trust Advisors • Further Capital Group • Gottex • Isis Asset Management • Man Investments • Nippon Value Investors • P. Schoenfeld • Potomac • Putnam • Pyramis Global Advisors • Schroder Investment Management • Southeastern Asset Management • Thornburg Investment Management • Vanguard • Wellington Management Company

•••••••••••••••••••••••••

Distributors Attending in 2012 Included

Alceda • Allfunds •  BAML • BNP Paribas • CACEIS • Carne • First Avenue Partners • JP Morgan • KB Associates • KNEIP • ManagementPlus • ML Capital • Northern Trust • Oppenheim • RBC Dexia • Societe Generale • UBS

•••••••••••••••••••••••••

Download Latest Information Now

(updated 20 May 2013)

linkedin Join in with the UCITS discussions

Discuss the implications and opportunities within the UCITS framework with your colleagues & competitors. Join our LinkedIn Group here

Hear What Past UCITS Delegates Have to Say:

"International panel session was particularly useful"
Benjamin Lamping
SolicitorRBS
"I appreciated the dynamic approach and concrete facts"
Claude Lawrence
ManagerNomura

Other Events That Will Interest You

UCITS and AIFMD & Regulated European Funds in Luxembourg

02 Jul 2013 - 03 Jul 2013
Sofitel Luxembourg Europe


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