Program

08:30	Welcome and registration
09:00	Welcome Words	Details will be available soon
09:05 (40′)	Panel 1	Towards a new private banking client model: Value Proposition 2.0 Moderated by: Claude Marx, Executive Director, CRO, Lombard International Assurance Jean Louis Courange, Managing Director, Foyer International Steen Foldberg, Managing Director, Merrill Lynch Jean Pierre Malliar, Partner, Smart Private Managers Ariste Chiabotti, Managing Director, Head UHNW Benelux, UBS (Luxembourg) S.A.
09:50 (40′)	Masterclass 1	Ready for Online Engagement? A survey on digital maturity in the banking sector Rolf Nuyts, Entreprise Sales, Sitecore International Co-presented by Vincent Köller, Partner, KPMG Asset Management in Private Banking: shaping an innovative value proposition Alan Picone, Director – Risk Management, Deloitte How client-centricity can increase your profitability Georges Hübner, Chief Scientific Officer, Gambit Financial Solutions
10:30	Coffee break
10:50 (40′)	Masterclass 2	Regulatory tsunami : Survival kit and safety measures Frederic Kemp, Managing Director Benelux, Avaloq Luxembourg Sarl and Dominique Emery, Product Manager, Avaloq Evolution AG How to navigate in difficult times: Asset allocation strategies – Protecting downside risk without eliminating return Thomas F. Langer, Head of Business Development-International, ETHNA FUNDS Assurance-vie : A bridge accross the Channel Philippe Burdeyron, Deputy CEO, LA MONDIALE EUROPARTNER and Olivier Martinez, Head of Business Development, LA MONDIALE
11:40 (40′)	Panel 2	Regulatory aspects around Moderated by: Xavier Guyard, Director, ALPP Fabrice Sauvignon, CEO, LA MONDIALE EUROPARTNER Denis Costermans, Director Corporate Strategy, Deloitte Thierry Afschrift, Avocat, AFSCHRIFT Association d’avocats Head Legal, Banque et Caisse d’Epargne de l’Etat, Luxembourg
12:20	Lunch
14:00	Afternoon Opening Words
14:05 (40′)	Panel 3	The new Family Office: Luxembourg facing the emerging realities Moderated by Olivier Marechal, Partner, Deloitte Xavier Guyard, Directeur LAFO (Luxembourg Association of Family Offices) Serge Krancenblum, CEO, SGG Claudio Bacceli, Managing Director / Global Head of Financial Intermediaries, Société Générale Bank & Trust Giuliano BIDOLI, Head of Private Wealth Management, Experta Corporate and Trust Services SA, Luxembourg Ariste Chiabotti, Managing Director, Head UHNW Benelux, UBS (Luxembourg) S.A.
14:50 (40′)	Masterclass 3	Current Macro View and Asset Allocation Strategy – Clouds Parting, Revealing Opportunities Patrick Rudden, Head – Blend Strategies, AllianceBernstein Impacts of FATCA and the planned Intergovernmental Agreement on the Private Banking sector in Luxembourg Gérard Laures, Partner, Tax Department, KPMG SaaS & BPO for Wealth management & Life Insurance industry. What’s the added value of outsourced solutions & services ? Paul Massart, Managing Director, Solfia and Bernard Rossi, Head of Product Development & Pre-sales, Solfia
15:40	Coffee break
16:00 (40′)	Masterclass 4	Advanced Portfolio Risk Management: Tailoring the Private Banking Offering to the client’s risk requirements in order to regain trust and increase profits again Torsten Reischmann,Senior Product Manager, vwd Vereinigte Wirtschaftsdienste AG How to deal with a formal information request: legal study of Luxembourg administrative case law Donald Venkatapen, Avocat à la Cour, WAGENER & ASSOCIES Cédric Schirrer, Avocat à la Cour, WAGENER & ASSOCIES What’s wrong with my investment strategy ? Going beyond myth and fantasy of portfolio management Hervé Kias, Partner, Oriskany Cyril Alvarez-Pereyre, Partner, Oriskany
16:40	Networking cocktail