Philippe Agrezio
Snapswap
Giovanna Aucone
PG Legal
Troy Bankhead
Techcyte Europe
Philippe Barthelemy
FARAD Group
With almost 20 years of hands-on experience gained in the Financial Services industry (both in ICT and Management Consulting areas), Philippe contributes to several boards of directors where he brings strategic insight and financial skills to clients. He holds a diploma from both a top-rated engineering school in France, and also holds a Master in Management. Philippe provides the Group with sound business perspectives coupled with a domestic regulatory experience.
Tobias Baumgartner
Nectar Financial
Claudia Belli
BNP Paribas
As Global Head of Social Business and Microfinance, Claudia Belli-Jeanteur is in charge of reinforcing the links created between BNP Paribas and the social enterprise ecosystem as well as meeting the rapidly-expanding needs of microfinance institutions (MFI) both in high and low income countries. This program “Act for Impact” is part of the Social and Sustainable Finance for BNP Paribas and is impacting now more than 1100 Social Entreprises in 7 countries through investements or lending for 980 m Euro.Claudia Belli joined BNP Paribas in 1991 after experiences in BtoB marketing in France (IDSI), real estate intermediary and Radio DJ in the Italian Dolomites. In BNP Paribas she started as coverage analyst dedicated to Media and Dairy industries, she continued with Corporate Finance, followed by several roles in the Export Finance department of CIB before becoming Head of Export Finance for the Asia-Pacific region in 2008 and Head of Business Development for the Export Finance in 2013. In September 2014 she joined Corporate Social Responsibility. An Italian and French national, Claudia is a graduate of BOCCONI University in Milan and holds a CEMS Master’s from HEC School of Management in Jouy-en-Josas, France. Claudia is also board member of the European MIcrofinance Platform, (e-MFP) promoting European investment into MFI in the emerging countries.
Germaine Brabants
Wealins
Paolo Brignardello
Fundsquare
Luca Bruni
Initio
Luca has more than 20 years of diversified experience in various sectors of the Asset Management world.He initially spent more than 10 years on the operational side of the investment fund industry working for companies such as Templeton, Schroders and RBC Dexia – then 7.5 years in the advisory department at PwC Luxembourg, focusing on several key areas such as Fund Distribution, Client management, People management, Project management, Marketing and promotion, Social media, publications & posts writer, Business development / product development, Expert on Italian and Swiss markets.Beginning 2015 he then joined Fund Channel – a fund distribution platform specialized on the retrocessions business – with a special focus on the development of the Italian, Swiss and Israeli market, where he stayed 2.5 years. Since October 2017 he’s been working at INITIO, a management consultancy firm specialized in the financial sector and providing a wide range of services in key areas such as regulatory & compliance, digitalisation, strategy, change management, PMO & organisation, asset management, cross border distribution, etc.
Francesco Bruno
FARAD Group
Francesco Bruno, graduated in Business from the University of Bari, with a Master in Tax Law at the LUISS University of Rome, is qualified as Public Chartered Accountant and Auditor in Italy and Expert Comptable in Luxembourg. Bruno has an important career experience in the sector with roles of responsibility such as International Tax Manager at Ernst & Young and ABN AMRO Bank, Head of Wealth Planning at Lombard International Assurance and Director Wealth Management & Products at ING Life.
Marco Caldana
FARAD Group
With a degree in Economics from the Catholic University of Milan, Marco Caldana began his professional career developing his experience in the Financial and Insurance Sectors in prominent international companies before becoming, in 2001, an Insurance Broker authorised by the Commissariat aux Assurances CAA in Luxembourg (2001CP013).
Olivier Carré
PWC
Olivier Carré joined PwC Luxembourg in 2003 and became partner in 2009. He took over the role of Banking Leader in 2014. Within his professional career over the past 18 years as advisor and auditor in Big Four firms, Olivier developed a thorough knowledge of the Investment Fund and Banking industries.In particular, in the domain of regulatory rule-sets interpretation and implementation. He has lead engagements in different areas of the financial services industry and especially in the investment fund industry, such as fund accounting, transfer agency or depositary banks. Olivier has been involved in the review of risk management systems and Back-Office processes for asset managers and asset servicers. Olivier is leading the MiFID II initatives of PwC Luxembourg composed of business, legal and tax experts focusing on the operational, business and revenue impacts of the new requirements for the Financial Services industry. He is co-chairman of the Luxembourg Fund Association (ALFI) Risk Management Committee
Mario Castro
HMS Lux S.A.
Ana Castro Gonçalves
Caiado Guerreiro
Marco Cipolla
FARAD Group
Graduated as Finance Engineer from Politecnico di Milano, Marco Cipolla worked first for an Italian management company and then, from 2007 to 2013, as project manager for FIA Asset Management S.A. Managing Partner and member of the Board of SELECTRA Management Company S.A., he also acts as conducting officer and member of the board for other Luxembourg companies and investment funds.
Martina Cocciolillo
FARAD Group
Martina is a qualified Lawyer admitted to the Milan Bar in Italy. Within FARAD Group, her practice covers regulatory, corporate and organizational matters pertaining to the different group entities, including regulated investment funds and provision of MiFID investment services, as well as compliance and anti-money laundering activities on behalf of companies of the group. Before joining FARAD Group, she was Legal and Compliance Officer at Assogestioni in Milan and seconded to the regulatory department of EFAMA in Brussels during the Italian Presidency of the Council of the EU, following negotiations on the IV AML Directive. She holds a Law degree from LUISS Guido Carli Law School in Rome and is currently concluding her Ph.D. in corporate law within the same university.
Anne Contreras
Arendt & Medernach
Alessandro Corno
Gatti Pavesi Bianchi
Arnaud Cywie
Borel & Barbey Avocats
Arnaud Cywie is active in the field of Swiss and international taxation (tax planning, trusts and foundations, lump sum taxation, restructuring).He is particularly active in structuring trusts and other complex family holding structures in Switzerland and abroad. He acts for family groups in Switzerland and abroad, as well as for setting up vehicles dedicated to certain assets (works of art, boats and aircraft, jewelry, other specific assets). He works on tax planning for Swiss and international clients.Finally, Arnaud advises and represents this private and institutional clientele, both in negotiations with the tax authorities and in litigation proceedings.
Paola D’Angelo
Innpact
Paola is a Director at Innpact, where she provides management support services to the Board of Directors of several impact finance investment funds and manages a team of specialised Board advisors. She has 18 years’ experience in the Luxembourg fund industry, having worked 12 years for an American bank providing custody and fund administration services to institutional clients before joining Innpact in 2012. Paola holds a degree in Economics and a Master’s degree in International Economics and Relations from the Catholic University of Milan, with focus on development studies. Driven by her interest for sustainable finance and economic development, Paola obtained a postgraduate certificate from the Boulder Institute of Microfinance before transitioning from traditional finance to Innpact.
Anthony Dault
PWC
Anthony is a Director specialized in insurance/reinsurance, with 15 years of experience in the insurance/reinsurance field, gained within the Luxembourg and Paris practices of PwC. He is actively involved in PwC Luxembourg Reinsurance and Insurance Group (RIG), and co-leads the Insurance Regulatory Solution, with a strong focus on cross-border distribution matters as well as regulatory licensing projects and relocation/restructuring projects. Recently, Anthony has been leading the IDD advisory services of PwC Luxembourg.Besides consulting services, Anthony leads audit engagements, and has been serving several multinational
Wim Dieryck
OneLife
Wim Dieryck joined OneLife as Chief Commercial Officer in January 2017, with overall responsibility for sales, marketing and product development activities. He has over 20 years’ experience in private banking in Europe and Asia. He started his career as a management consultant with Arthur Andersen. He then worked for Citi, Van Lanschot Bankiers and BIL (Banque Internationale à Luxembourg).Before joining OneLife, Wim Dieryck held the role of Global Head of External Wealth Managers at BNP Paribas Wealth Management, responsible for the design and implementation of the firm’s sales strategy for the Family Office, asset manager and independent financial adviser customer segments.
Marcello Distaso
Van Campen Liem
Marcello is an investment funds and private equity lawyer that divides his time between the Van Campen Liem Amsterdam and Luxembourg offices. His expertise includes the structuring of VC and private equity deals, JV and M&A transactions. He has particular expertise in engineering and negotiating investment funds as well as primary and secondary fund investments and co-investment structures. He lectures on investment funds and tax related topics at the University of Leiden and the IBFD. Marcello was appointed partner at Baker & McKenzie Amsterdam in 2006, where he has been co-chair of the PE Group and head of the European Tax Transaction Group. As of April 2012, he is one of the founding partners at Van Campen Liem.
Julia Doukaki
Initio
Julia is a digital transformation and business innovation expert. In her 17 years of experience, she has headed the conceptualization and implementation of digitization strategies and process transformation initiatives resulting in the launch of state-of-the-art disruptive financial services (FinTech) followed by effective dematerialized operational models. She is well-seasoned in the management of cultural change in organizations going through digitization. Julia holds a Master of Science in Information Systems and a Bachelor in Applied Informatics.
Nadege Dufosse
Candriam
Nadège Dufossé, CFA, has been Head of Asset Allocation at Candriam since 2014. She leads a 8-people team responsible for 15bn Euros under management.She joined Candriam as an asset allocation fund manager in 2007 and was promoted senior asset allocation strategist in 2011.Prior to Candriam, Nadège was employed at Exane BNP Paribas where she began her career as a sell-side equity analyst at Exane BNP Paribas. Her responsibilities grew in terms of both sector coverage and leadership to include the recruitment and integration of new analysts to the team.Nadège holds a Master in Finance from the Grande Ecole HEC business school in Paris. She is a CFA Charterholder.
Giuseppe Fazi
FARAD Group
Gonzalo García Pérez
OneLife
Gonzalo García Pérez joined OneLife as Wealth Planner Manager in October 2017, with responsibility for the in-house tax and legal planning for clients on the Iberian and Latin American markets. Gonzalo has over 6 years’ experience in wealth and estate planning. He started his career as a lawyer for the Spanish law firm Garrigues and then worked for Deloitte as a tax consultant. Before joining OneLife, Gonzalo García Pérez held the role of Senior Wealth Planner at Lombard International Assurance, with responsibility for the legal and tax planning of new business generated in the Iberian and Latin American markets.
Nicoletta Garola
FARAD Group
Laurent Gayet
AXA
Former tax inspector, Laurent started as an editor at the Ministry of Finance. After that, he became a tax expert for the CCF and then tax director of “Crédit Immobilier de France”. Following those experiences, he began to work as an attorney at the Landwel law firm before taking over the Credit Suisse wealth department in Paris. In 2004, he joined AXA France as head of legal & wealth management and then developed a private wealth management department for HNWI & UHNWI. Since 2015 in Luxembourg, Laurent is now deputy CEO of AXA Wealth Europe (subsidiary company of AXA, based in Luxembourg) as well as Head of Business development, Wealth Planning & Legal.
Marie-Paule Gillen
DSM Avocat à la Cour – ALCO
Practice areas:Banking and Financial LawCapital MarketsCompliance and Regulatory in the Financial SectorCriminal Law and White Collar CrimeCareer:2012 Attorney at law at the Luxembourg Bar and at the Bar of Brussels; Partner, DSM Avocats à la Cour1997-2012 Secretary General and Chief Legal Officer of KBL European Private Bankers S.A. et Groupe1980-1997 In-house legal counsel/Head of Legal Department of KBL Luxembourg (renamed KBL European Private Bankers S.A.)1980 Attorney-at-law at Luxembourg Bar1975-1980 Attorney-at-law at the Bars of Brussels and Arlon (Belgium)
Marc Gouden
Philippe and Partners / APCAL
Raymond Groen Int Woud
Kneip
Joar Hagatun
Kron.no
A pioneer in the Nordic Wealth Management space, Joar Hagatun is the Founder & CEO of the robo advisory company Kron. He started his career in Procter & Gamble before moving on to the Nordics largest privately owned wealth management company, Formue, where he spent the last years in the company’s London office as a Senior Portfolio Manager within Fixed Income & Hedge fund strategies. Driven by a mission to connect the financial world and life’s of ordinary people, Joar is best known for inspiring financial professionals to view their challenges through the eyes of their customers. Joar holds a BSc and MSc from the NHH Norwegian School of Economics as well as executive education from Harvard Business School.
Sebastian Hasenack
Investify
Sebastian Hasenack is responsible for the operative portfolio management. In his role as leading asset and fund manager at Rhein Asset Management SA, Sebastian developed systematic asset strategies for the successful management of big assets.
Adrie Heinsbroek
NN Investments
Business Experience2017-to date Adrie is Head of the Responsible Investment team of NN Investment Partners2015-2017 Head of Sustainability, ING Bank, Belgium2011-2015 Senior Sustainability Advisor, ING Group, Netherlands2006-2011 Senior Analyst / Strategist Socially Responsible Investments (SRI), ING Bank, Netherlands1998-2006 Senior Partner / Senior Account Manager, Nieuwenhuys Brink Crommelin (NBC) Duurzaam Vermogensbeheer, Netherlands1995-1998 Project Team Member / Assistant Publisher, Source Magazine, NetherlandsQualificationsTEMPO HEI, post academic Trans European Program in Corporate Social Responsibility, multiple universities, 2011-2012MSc in Social Anthropology / Development Sociology, Vrije Universiteit, Amsterdam in 1996
Andreas Heinzmann
GSK Stockmann
Kelly Jorritsma
Morningstar
Kelly has over 10 years of experience in financial services, focusing on standard and customized solutions for all-size financial institutions, including but not limited to, asset managers, fund distributors, operational service providers, risk and compliance management. With a strong understanding of both technology and the financial industry, she helps businesses define their development strategy, design state-of-the-art solutions and stay competitive in the market.
Lyu Ke
Bank of China
Dr. Lyu Ke is the Head of Cross Border Corporate Banking Department at Bank of China Luxembourg, and acted as Director of Chinese Corporate and Acquisition Finance Division before. Mainly cover the business with Chinese Corporates and local PE firms ,especially foucs on the M&A markets. From 2014 to now, Dr.Lyu with his team have totally issued 24 billion EURO commitment letter for M&A projects, have drawn down 7.8 billion EURO loan for financing including BEHL acquires EEW, CTG acquires Meerwind, Tencent acquires Supercell, and CIC acquires Logicor. Dr. Lyu got his Economics Doctorate from ZhongNan University of Economics and Law, and worked in Bank of China Head Office from 2009. From 2014 to now, he has been working in Bank of China Luxembourg.
Thomas Kusstatscher
European Investment Bank
Marco Lagona
Amicorp Luxembourg S.A.
Mr. Marco LAGONA is Head of Fund Services – Business Development and Operations at Amicorp Luxembourg SA, in charge of the business unit’s supervision, management of the resources, supervision of the processes, relations with the business partners, business development and structuring, validation and release of the NAV, reporting and relations with the local authorities. He joined Amicorp in 2013 and before taking over the lead of the Funds Business Division he served as Senior Manager in charge of Structuring and Client Relationship for Fund and Corporate Services. Furthermore Marco is a “CSSF” and “AIFM” authorised Board Member on several regulated investment funds in Luxembourg. Before joining Amicorp, in 2007 and in 2010 Marco worked first in a Luxembourgish Bank and then in a Trust Company being part of an Italian Bank Group and in both cases he held the position of Senior Manager in charge of Structuring and Client Relationship for private and corporate clients, participating to the launch/set up of these institutions. Marco’s career in Luxembourg commenced in 1998 in a local bank being part of an important Italian Bank Group, where he covered several roles in the structuring, tax and commercial fields of the bank’s Corporate Department. At a later stage he took over the role of Deputy Director in charge of the Marketing and Business Development for the SMEs on the Italian Market.
Dominic Lawrence
Charles Russel Speechy
Dominic’s specialisms are tax planning for international clients, succession structures, tax regularisation and philanthropy. He has been working in the field of private client law since 2002. He specialises in advising internationally mobile high net worth clients, many of them UK resident but non-UK domiciled (RND), on their estate planning and the structuring of their affairs to ensure tax-efficiency. These clients include US nationals resident in the UK. He has a wealth of experience in establishing offshore structures and in advising offshore fiduciaries on the governance of such structures.Dominic has also advised banks and investment managers on their offerings to RND clients – what they need to do to attract and keep RND business, how to ensure that their arrangements for RND clients are as tax-efficient as possible, and how to deal with potential reporting/withholding obligations where UK residents are concerned. Dominic is an experienced adviser on charities and tax-efficient philanthropy, and has established many charitable entities for clients. Since 2011, Dominic has been a co-author with the tax barrister Giles Clarke of one of the leading textbooks on tax planning for internationally mobile clients, Clarke’s Offshore Tax Planning.
Frédérique Lifrange
Elvinger Hoss Prussen
Pierre-Etienne Lorenceau
Leaders League
Stephan Ludwig
Vitis Life
Stephan Ludwig a une expérience de près de 20 ans dans le domaine des assurances.Il a commencé sa carrière en France auprès de différents opérateurs dans le monde de l’assurance.A des postes de Directeur de région, son rôle était de développer l’offre de produits auprès d’un réseau de partenaires.Arrivé au Grand-Duché courant 2012 auprès d’un pure player Luxembourgeois de l’assurance sur l’activité de LPS, il a notamment été en charge du marché français de la commercialisation de contrats d’assurances en « libre prestation de service » pour une clientèle HNWI et UHNWI.Il a intégré l’équipe VITIS LIFE en 2016 en tant que Country Manager France et contribue au développement de la compagnie sur ce marché.
Evelyn Maher
BONN STEICHEN & PARTNERS
Evelyn has been active in the Luxembourg investment fund market since 2001. She assists fund promoters and asset managers in relation to the structuring and establishment of a wide range of funds including private equity, venture capital, loan origination, loan participation and real estate. She provides advice on compliance with all aspects of the regulatory regime applicable to investment funds and in particular the AIFMD. Following launch of the fund Evelyn offers on-going assistance in relation to closings, investments, divestments, liquidation, and general issues arising throughout the life of the fund. She has extensive experience in relation to Luxembourg regulatory and corporate law.”
Mario Mantrisi
LuxFLAG
Mario Mantrisi joined Luxflag as of January 1st, 2018 in the role of General Manager. Mario is known in the fund industry for his in-depth knowledge of the asset management value chain. He has held positions as AVP and Head of Custody Operations at respected Luxembourg banks and as Chief Strategy and Research Officer and Executive Board Member at Kneip. Most recently he co-founded Inreg. He is also an active member in a number of European Fund Associations including ALFI. Mario is a regular speaker at industry conferences and events as well as an experienced teacher.
Bertrand Mariaux
Mariaux Avocats
Bertrand Mariaux is the founder of the first boutique law firm dedicated to social entrepreneurship and impact finance law in Luxembourg: Bertrand Mariaux Avocats (www.MariauxAvocats.com).Before founding Bertrand Mariaux Avocats, Bertrand has gained skills and experience within top-tier international UK based law firms. Bertrand Mariaux also managed all legal affairs within the Financial Risk Unit of the Risk Management Department at the European Investment Bank.Bertrand Mariaux is a registered lawyer with the Luxembourg and Paris law societies. He has an LL.M. (hons), is certified in microfinance (Frankfurt School of Finance), in social entrepreneurship (University of Oxford and the Wharton School) and in social and solidarity economy (Social & Solidarity Economy Academy, ILO).
Claude Marx
Commission de Surveillance du Secteur Financier
Claude Marx is Director General of the CSSF, Luxembourg’s financial supervisory authority, Member of the Board of Supervisors of ESMA (European Securities and Markets Authority).Prior to his nomination as Director General of the CSSF, Claude Marx was CEO, authorised manager of Lombard International Assurance S.A., a unit-linked life insurance company, owned by Blackstone Tactical Opportunities. He was also Chairman of the Board of the Luxembourg PFS Lombard Intermediation Services S.A., a fully owned subsidiary of Lombard International Assurance S.A.. From 1994 to 2011, Claude Marx worked for HSBC, where he last held the position of Deputy Chief Executive Officer of HSBC Private Bank (Luxembourg) S.A.Claude Marx holds a Master’s Degree in Law from the University of Paris and an LL.M. in International Business Law from the University of London.He is fluent in English, German, French and Luxembourgish.
Fabio Mastrosimone
Amicorp
Fabio Mastrosimone is an Italian national. He obtained a law degree at the University of Rome (Italy). He has been active in the financial services industry since 2002 and has a wealth of experience in private & corporate banking, private equity and venture capital. He is T.E.P. (Trust Estate Practitioner) and he passed an MBA program at the University of London.Fabio started his career in Luxembourg in the banking sector for the Luxembourg subsidiary of a major Italian banking group. There he provided tailor made solutions, in particular in relation to asset protection, re-domiciliation and wealth management to HNWIs with assets in several jurisdictions.In 2006 he joined the Trust company of the main Luxembourg banking group, as head of the Southern Europe and LATAM department. Later on he became the commercial and business development director. There he specialized in designing and executing complex multijurisdictional investments including the incorporation, domiciliation, management and administration of regulated and unregulated corporate structures. He also acquired a particular expertise in structuring investment funds such as venture capital, private equity, real estate and renewable energy funds.Fabio joined Amicorp in 2014 as Managing Director of the Luxembourg office.Fabio is fluent in French, English, Spanish and Italian.
Massimoluca Mattioli
Banque Havilland
With 30 years’ experience in banking, Massimoluca graduated from Milano Bocconi University with an honours degree in Economics. He spent 10 years in capital markets and investment banking with JPM, BNP and WestLB. He then stepped into institutional asset management with WestAM and WestLB-Mellon, as Country Manager Italy (operational start up and business development). From 2007 in Italease (then the 10th Italian banking group, listed on Milan stock exchange) where, as group CFO, he has been asked to act in distress conditions post a major derivatives scandal. He is in Luxembourg since 2012: as General Manager of former Banco Popolare Luxembourg, he oversaw the business model reconversion into institutional banking and the bank’s sale to Banque Havilland in 2016.
Alberto Meriggio
Deloitte
Alberto is an audit partner at Deloitte Luxembourg with more than 10 years of public accounting experience, principally serving clients in the Private Equity and Venture Capital Industry. He has broad experience with the accounting and reporting requirements of regulated and unregulated partnerships, investment managers and public companies.He is a member of the Association of Chartered Certified Accountants (ACCA), he is Réviseur d’entreprises agréé (Luxembourg statutory auditor) and he holds a MBA from the Hong Kong University of Science and Technology, where he specialized in private equity and valuation. Alberto is part of the working groups of the Luxembourg Private Equity Association – Young PE leaders.
Thierry Morel
FARAD Group
Fabio Morvilli
CCIL
Eudes Nitoumbi
Société Générale Bank & Trust S.A
Eudes Nitoumbi is Head of Sales and Relationship Management – Issuing and Paying Agent Services (IPA) in Luxembourg. Eudes is a highly experienced professional in the banking and financial sector. He has 20+ years experience within Société Générale where he held various positions in Business Development and Commercial activities within the Securities Services Business. Since 2015 he had been in charge of the Business Development and Solutions for IPA activities. Eudes is a graduated from ISC Paris Business School with a specialisation in Finance.
Richard Nordin
FA Solutions
Richard Nordin has built his career and solid experience with FinTech and Asset Management companies where IT solutions has been a key part of their evolution. This has spanned areas such as programming AI based trading algorithms already in 1994; Fund Supermarket solutions in 1999; and included the US fund of hedge funds management industry. Since 2012, Mr. Nordin has been a partner at FA Solutions, a leading edge provider of portfolio management solutions. Being a leader in Northern Europe, one of the leading FinTech hubs in the world, FA Solutions is continuously rethinking their offering to meet the requirements of the newest technology and automation projects in Asset Management. In his role at FA Solutions, Mr. Nordin meets daily with the top management of financial institutions to discuss not only Why they should go 100% digital, but also How it is done in practice.
Nicolas Palmitessa
Baloise
Marcus Peter
GSK Stockmann
Marcus Peter heads the Funds and Private Equity practice at GSK Luxembourg SA. Marcus is a lawyer in Germany (since 2004) and Luxembourg (since 2005) and obtained his LL.M and Ph.D. degrees from the European Institute in Saarbruecken, Germany. Prior to GSK Luxembourg, Marcus Peter has worked for a Luxembourg law firm from 2004 to 2016. Since 2017 he is a partner at GSK Stockmann in Luxembourg. Marcus is an expert in Luxembourg Investment Funds & Private Equity law, Mergers & Acquisitions, Corporate and Real Estate law. He speaks German, English, French and Russian. Marcus is a member of the Luxembourg Private Equity Association (LPEA), Chinese-Luxembourgish Chamber of Commerce, DAV Luxembourg, EVER and CBBL (Cross Border Business Lawyers).
Thierry Pouliquen
Pouliquen & Carat Associés
Walter Ricciotti
Quadrivio
Walter Ricciotti was born in 1971, he’s an italian Manager with over 20 years of experience in Finance and Consulting.He’s co-founder and CEO of Quadrivio Group, one of the main players in the Italian market of Private Equity and of the Alternative Investments.Quadrivio promotes and manages investment funds with Assets under Management over 1.4 Billion Euros.After graduation in Economics and Business from the University of Turin, he has worked as manager for Procter&Gamble and Boston Consulting Group.
Olivier Roumélian
Artesia Legal
Olivier ROUMÉLIAN is an attorney at law registered at the Paris Bar. He graduated from the University Paris II Assas and the University Paris I Sorbonne. He gained in international and national experience throughout works in major law firms, such as Landwell (Paris and London). In 2015, he founded ARTESIA law firm, enabling him to offer his various competencies, such as tax law expertise and life insurance law ; fields he also writes about in specialized law magazines and lead him to intervene frequently (Paris and many other places in France, Luxembourg, Geneva).
Tuomas Saarinen
Apollonian
Tuomas Saarinen is a Co-Founder and Chairman of Apollonian, a Luxembourg-based advisory and investment firm that has pioneered a new approach to identify, value and manage all intellectual capital and knowledge-based assets. Apollonian INSIGHT-service helps companies to improve corporate governance, business development, risk mitigation and overall transparency paving the way to capitalise on future opportunities for growth. Tuomas has Over 10 years of experience in wealth advisory, private banking and international asset management from a top-tier Nordic bank with In-depth knowledge about investment structuring, investor relationship management, venture capital and private equity advisory across multiple EU jurisdictions.
Nicola Saccardo
Maisto e Associati
Nicola obtained a Degree in Business Administration from the Bocconi University in Milan, a Degree in Law from the State University, as well as a Master of Laws (LL.M.) in International Taxation from the University of Leiden (The Netherlands). He is admitted to the Italian Bar and the Italian Association of Chartered Accountants. He is a member of the International Academy of Estate and Trust Law, as well as a member of its Executive Council and chair of its Tax Committee. He is a member of STEP Italy and a member of the International Client Global SIG Steering Committee of STEP and of the International Client London UK Satellite SIG Committee of STEP. He is ranked as leading expert in several legal directories, including Chambers High Net Worth 2017, Legal Week Private Clients Global Elite and Citywealth Leaders list. He is author of many publications on Italian tax matters and is frequent speaker at conferences.
Alain Smeraldi
Société Générale
Alain is currently Head of Business Development for Société Générale Securities Luxembourg. In this role, he is responsible for the initiation, management and development of solutions and all the range of services offered to Clients of SGSS worldwide. This includes the management and development of business, Product Engineering, Marketing and Global Business Monitoring as well as the coordination of all Commercial and Client Services aspects within the entity.
Javier Sola Camaño
Banque de Patrimoines Privés
Javier Sola is currently head of business development of Banque de Patrimoines Prives Luxembourg. He was before Head of institutional clients at Bankinter since 2013 being based in Madrid. Prior to that he was Head of Wealth Management of CAIXABank ( investment services) in Barcelona . He started his career at Morgan Stanley. M. Sola holds a BSc (Hons) in Business and economics from University San Pablo CEU and MBA from Instituto de Empresa Madrid. He has lived and worked in Spain, Italy, Mexico and currently in Luxembourg.
Jean-François Steichen
Etude Jean-François Steichen
Philip Tarplee
Bâloise
Philip Tarplee is a Director of IIII Ltd.; a Company established in 2010 and directly regulated by the UK Financial Conduct Authority to intermediate on contracts of insurance and investment. Of Philip’s 29 year career in financial services the last 21 have been focused exclusively upon international insurance business. As the Channel Islands Branch Manager for a major UK insurer Philip’s experience extended to working with partners whose clients reside across the world. At the end of 2014 IIII Ltd. became contracted to Baloise Vie Luxembourg (BVL) to develop and distribute a sophisticated solution for the UK residents of BVL’s European partners. BVL is ideally placed to deliver solutions for those European Nationals living in the UK. UK RNDs are experiencing a period of great change; fiscal change as the RND regime evolves and political change as the UK Government commits to Brexit.
Tom Theobald
Luxembourg for Finance
Tom Théobald is Deputy CEO of Luxembourg for Finance (LFF), a private public partnership between the Luxembourg government and the financial services industry. In this capacity, Tom assists the agency in its strategic mission to develop the Luxembourg financial centre and promote its expertise and diversity abroad. Tom previously worked as Adviser at the Luxembourg Bankers’ Association (ABBL), where he was in charge of Communication and Press relations. He also held the position of Secretary of the ABBL Board of Directors. Prior to joining the ABBL in 2008, he served as an attaché to the Permanent Mission of Luxembourg to the UN in New York. Tom holds a Doctorate in English Literature from the University of Newcastle-upon-Tyne in the UK.
Michel Turk
Cellule de Reseignement Financier (CRF)
Antonio Valente
CNP
Antonio Valente is Head of Sales for CNP Luxembourg, Insurance Company acting in freedom of service. Antonio has graduated with an economic degree from the University Of Brescia and holds a post -graduate diploma in economy and law. After few years in Milan he moved to Luxembourg in 2001. He worked for different players involved in the financial sector: banking and insurance covering different positions as trading, sales, and business development.
Stefan Van Geyt
KBL
Stefan Van Geyt serves as Group Chief Investment Officer at KBL European Private Bankers. In this role, he leads all asset management activities and heads the Group Asset Allocation Committee, as well as the group’s investment services across Europe.Speaking multiple languages, Van Geyt has vast experience in a variety of senior roles, including in fixed-income allocation, global asset allocation and risk attribution.Previously, he served at BNP Paribas Fortis Private Banking and, before that, at Banque MeesPierson BGL. He holds a master’s in commercial engineering from the University of Leuven and a master’s in finance from Robert Schuman University.
Wim van Hyfte
Candriam
Wim Van Hyfte is Global Head of Responsible Investments and Research at Candriam Investors Group since 2016. He is responsible for research on environmental, social and governance issues, the implications for and the integration into portfolio and risk management across assets. Before, he was senior fund manager-quant analyst at Candriam co-managing global ESG quant equity funds and segregated accounts for nearly 10 years. He joined Candriam in 2006 after having worked in the academic world for over 8 years.Since 2012, he is also Visiting Professor at ULB Solvay School of Economics and Management teaching on Asset Pricing in the Advanced Master in Quantitative Finance. From 2006 until 2012, he was Visiting Professor at Vlerick Business School teaching on portfolio management in an MBA program.He holds a Ph.D. in Financial Economics, an MBA in Finance and a Master’s degree in Applied Economics. His academic research covers both empirical and corporate finance with a focus on asset pricing, risk modeling and portfolio management. His work has been presented at international academic conferences and published in peer-reviewed international academic journals.
Frédéric Vonner
PWC
After developing operational competencies in the investment fund industry within a key player in Luxembourg, Frédéric manages projects and advises since more than 17 years Asset Managers and Securities Services providers, focusing amongst others on operational excellence in custody, depositary and fund administration businesses, for both plain vanilla and alternative investment funds. Over the last years, Frédéric assisted management companies and banks in dealing with the UCITS V and AIFMD regulations. Since more than a year now, Frédéric is also in charge of the General Data Protection Regulation topic at PwC Luxembourg, driving the PwC expert team as well as the market approach.
Maggie Wang
China Merchants Bank
Xiaozhu WANG, graduated from University of Western Ontario with an honors bachelor degree in Economics. Started Career in retail business of China Merchants Bank and has more than ten years of experience in wealth managements and relationship management of High Net Value Clients. Now she is in charge of setting up Private banking business in Luxembourg which will perform as European part of the global service platform for Chinese clients.
Jane Wilkinson
Luxembourg Green Exchange
Claude Wirion
Commissariat aux Assurances
Graduate of the prestigious Ecole Polytechnique (Paris) and of the Ecole Nationale d’Administration (Paris) and holder of a Master degree in law of the University of Paris I, Mr. Wirion started his career as a state official at the “Inspection générale des Finances” in Luxembourg. In 1992, he joined the Luxembourg insurance supervisory authority (“Commissariat aux Assurances”) as a member of the management board. He is responsible for the supervision of life insurance and pension funds.Internationally, Mr. Wirion has contributed to the preparation and the negotiation of most of the European directives adopted in the field of insurance supervision during the last 20 years. He is member of the Board of supervisors of the European Insurance and Occupational Pension Authority (EIOPA) headquartered in Frankfurt and he is a member of the Insurance and Pensions Committee of the OECD in Paris.Since 1992, Mr. Wirion is a lecturer at the University of Luxembourg.
Amanda Yeung
EMEIA Chinese Business Services – China Overseas Investment Network EY
Xiang Zhong
Bank of China
Master of Financial Engineering with distinction from Hong Kong University and a CFA charter holder.Exposed to a wide range of knowledge in the major of Finance and Economics.10 years’ solid and extensive risk management experiences gained at a sizable global financial institution.Over eight years of professional experience in various positions (including basic works) of the head office of BOC. Analytical and diligent, published own book Financial Illusion.Bachelor of Arts in English from Beijing Foreign Studies University.Self-motivated, innovative and good communication with people.
Nasir Zubairi
LHoFT
Nasir is CEO of The LHoFT – The Luxembourg House of Financial Technology, a public/private sector initiative to drive fintech innovation in Luxembourg. He is also a Non-Executive Board Director of Skandinaviska Enskilda Banken (SEB) S.A. Nasir has worked in Financial Services for 20 years. He spent 13 years working within Capital Markets at RBS, ICAP, HSBC and EBS. He has been immersed in the Fintech and startup sector for the past seven years. As an entrepreneur, Nasir has built multiple Fintech businesses across verticals. He has advised the boards of leading financial institutions, central banks and governments. Nasir is included in the “Top 40 innovators shaping the future of financial services -2014” by The Wall Street Journal/Financial News. Nasir has a BSc from the London School of Economics and is a Sloan Fellow from London Business School.