Fund Industry Summit: AIFMD & UCITS V – Schedule and Speakers
TIMETABLE AND PRESENTATIONS
9.30 Breakfast and registration
10:00 Welcome speech
10:10 THE SCOPE AND SCHEDULE OF TFI ADJUSTMENT TO THE NEW LEGISLATION
During the lecture we will give an answer to the question how the final shape of the legislation differs from the project, published in December last year. We will show the most important changes. We'll show how to run the schedule of implementation with regard to transitional periods and adaptation by individual business areas TFI. Speaker - to be confirmed.
10:40 FSA SUPERVISION, REPORTING OBLIGATIONS AND SANCTIONS FOR TFIs
We will show how the new Atc extends the range of FSA power and how supervision will be exercised. We will discuss the types and amount of the sanctions introduced by the new Act. We will present what kind of new reporting and information obligations are associated with this from the point of view of TFI. Speaker - to be confirmed.
11:10 REMUNERATION POLICY AND IT'S INFLUENCE ON EMPLOYEES AND EMPLOYERS
The new remuneration policy entails the need to adapt systems of remuneration on the one hand, and on the other will have an impact on the industry job market. We will talk on both areas. First SGP Legal representative is to present formal and legal issues arising from the new Act. Then, Aneta Czernek, Team Leader at Antal, will present the results of a survey conducted among employers and employees in connection with the implementation of UCITS V. She will also summarize challenges and threats in the labor market of TFI associated with the provisions of the Directive.
11:45 MANAGING INVESTMENT RISK; A DEPOSITARY'S PERSPECTIVE
Have regulators left any place for good-old investment risks or brought investment risks in all shapes and forms once and for all under control? During this presentation, Arnaud will perform a round up of the multiple types of risks relevant to the institutional and retail investors, and addressed by recent waves of EU regulation. This includes the vicious, hidden, quasi-operational facets of investment risks which crystalized during the Madoff or Lehman crisis. These regulatory changes have imposed new standards of governance and stimulated the emergence of new stakeholders called to play a central role in the new risk management framework, for the intended benefits of the investors. Arnaud will describe the deep transformation of the depositarys' role and practices in the EU and beyond as a result of this new framework. Finally, Arnaud will review where new digital technology and cooperation practices can further help eliminate the undesired forms of investment risks.
12:20 Lunch break
13:10 OUTSOURCING AGREEMENTS - Q& A
Articles 36a, and 45a-46 c of the Act introduce a number of changes in delegating to third parties perform certain tasks of TFI. Many issues require clarification. Therefore, before the conference we will gather from TFIs the most problematic and popular question and lawyers from the Office of KRW Legal will provide answers during the Fund Industry Summit: AIFMD and UCITS V.
13:40 AIFMD & UCITS V - THE NEXT STEPS; NEW CHALLENGES, NEW OPPORTUNITIES
Are the changes introduced by the new Act is a significant change from a business point of view? What's next? MiFID II and other provisions are waiting in the queue. Is it possible to treat them as an opportunity for the development of the Polish fund market or means only new obligations or restrictions for TFI? This topic will be discussed by FIS panelists - representatives of investment funds and depositaries.
14:30 THE NEW ACT ON INVESTMENT FUNDS FROM A TO Z
How comprehensively prepare for the implementation of the new Act so that you do not miss anything? Specialists from KPMG show how to do it. They will present the map of the various measures and a timetable for implementation. This practical tool will help participants adapt to the new rules step by step.
15:00 Closing speech
15:10 Coffe and networking
16:00 The end of Fund Industry Summit
THE SPEAKERS
JULIEN BERNARD
CFO, BOARD MEMBER
AMUNDI POLSKA TFI
ARNAUD CLAUDON
GLOBAL HEAD OF DEPOSITARY&FIDUCIARY SERVICES
BNP PARIBAS SECURITIES SERVICES
ANETA CZERNEK
TEAM LEADER
ANTAL
TOMASZ KOŁODZEJCZYK
EXECUTIVE CONSULTANT
KPMG
MICHAŁ KARWASIŃSKI
LAWYER
KRW LEGAL
BARBARA KRUSZAKIN
SENIOR CONSULTANT
KPMG
HUBERT ŁUKASIEWICZ
BOARD ADVISOR AT FIS
HEAD OF PRODUCT DEVELOPMENT AND INNOVATION AT KBC TFI
JAKUB NAPIERAŁA
HEAD OF CUSTODY DEPARTMENT
mBANK
ANDRZEJ SZADKOWSKI
DIRECTOR GENERAL
BNP PARIBAS SECURITIES SERVICES SKA POLAND
ARKADIUSZ ZBYROWSKI
LAWYER
KRW LEGAL
SEBASTIAN BUCZEK
CEO, CIO
QUERCUS TFI
ARTUR GRANICKI
LAWYER
SGP LEGAL
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