PRIVATE BANKING : EXPLORING THE LIMITS OF DIGITALISATION
Jean-Charles Schiltz, Head of Portfolio Management and CIO(Chief Investment Officer) at Edmond de Rothschild Europe, has over 30 years of professional experience in the banking industry, having specialized in investment strategy and asset management. He had various professional occupations with European Institutions and U.S. Multinationals before joining Edmond de Rothschild 16 years ago. He is Chairman of Edmond de Rothschild (Europe)’s Local investment Committee and a voting member of Edmond de Rothschild’s International Private Banking Global Investment Committee.
In this role, he is responsible for developing the business strategy and the visibility of SGSS in Luxembourg.
He has 25 years of experience in the investment funds industry. Prior to joining SGSS in 2009, Jean Pierre held several senior positions in collective investment, custody and fund administration, worked as consultant for 3 years and served as director for a number of fund management companies and funds.
He has substantial and extensive client management experience covering a broad range of fund administration services (including the core services of custody, fund accounting and transfer agency), compliance and funds corporate services.
Jean-Pierre contributes actively to ALFI and LPEA working groups, the Luxembourg funds industry trade associations aiming at promoting Luxembourg as main European Centre for investment funds. He is also a lecturer at the Luxembourg Institute for Training in Banking (IFBL).
He is a regular speaker at international seminars and conferences and was involved in MiFID II workshops organized by Markus FERBER at the European Parliament in 2015 and in 2016.
Geoffroy De Schrevel
Geoffroy de Schrevel worked for MasterCard (1997-2001) where he was part of the team that put in place the Maestro International system. This was followed by two years of advisory at KPMG, after which he joined Swift as Head of Global Payments Infrastructure (2005-2009). In 2009, he took the head of Gambit Financial Solutions, a former spin-off of HEC-Liège, with a very clear goal: to transform this young and promising company into the leading figure of the investment advisory software market. Supported by a brilliant team of experts in finance and IT, he launched a new fintech in 2016: Birdee, a robo-advisory solution that relies on the technology created by Gambit.
Mr. Robert Thummel joined Tortoise Capital Advisors in 2004. He is a managing director and portfolio manager and serves as president of the Tortoise Energy Independence Fund, Inc. closed-end fund. He was previously the president of Tortoise North American Energy Corp. from 2008 until the fund was merged into Tortoise Energy Infrastructure Corp. in June 2014. He was director of finance at KLT Inc., a subsidiary of Great Plains Energy from 1998 to 2004 and a senior auditor at Ernst & Young from 1995 to 1998. Mr. Thummel earned a Bachelor of Science degree in accounting from Kansas State University and a Master of Business Administration degree from the University of Kansas.
Emmanuel started his career in 1991 as an auditor in France, before joining KPMG in Luxembourg,
after his military service as an officer. He joined Banque Cobert (Luxembourg) S.A in 2000 to head the
Corporate Banking Department before adding Business Development. In 2005, he joined the
Superfund Group to setup the Luxembourg UCITS Management Company, and moved to France to
setup operations in that country in 2007. In 2009, back to Luxembourg, Emmanuel created Ebsylon, a
niche advisory in the fields of marketing and regulation. He joined mebs in 2013, is Chief Operating
Officer since 2015 and became a Partner in 2017.
He is graduated from EM Lyon (France), and is fluent in French, English, German and Dutch.
Pierre Etienne Lorenceau
Till janv. 1997: Publishing Director, DECIDEURS: Strategie Finance Droit
DECIDEURS is the leading French Magazine for CEO and Executive Directors (CFO, HRO, CMO, General Counsels, CTO…). With over 16 000 suscribers, focused solely on this senior audience of leaders, DECIDEURS is the most impactul print & online media. Launched in 1996, it has experienced double digit growth, including in 2009, 2010 and recently.
Personnal Role: Management of team of Editors & market researchers Management of Sales & advertising team Business Development: building commercial partnerships Business development : launching market studies Business development : circulation and subscription partnerships
CEO, Founder & Owner
Launched & run more than 5 leading summits – Private Equity Largest Private Equity Summit : The Private Equity Exchange (www.private-equity-exchange.com) – 1200 delegates – Law Awards : www.tropheesdudroit.com – Trophees Leaders de la Finance: 600 CFO – G20 Strategy Summit – for CEO & CFO: 400 delegates – International Legal Alliance Summit & Awards (New York) – 500 delegates
Launched & run the leading french magazine for CEO, CFO, General Counsels and other Executive Committee members (HR Director, Marketing Directors…
Harvard Business School MBA Leadership, entrepreneurship, marketing, 2000-2001 ESCA, Master Finance 1998-1999 Assas Law School, DESS – DJCE, Business Law & Tax, 1993-1998
François-Xavier Chauchat, 51, is a graduate of Sciences Po Paris and holds a Master’s in money, finance and banking from the University of La Sorbonne.
He started his career in 1988 as a market economist with Banque Indosuez. In 1994, he joined the BNP dealing room where he was in charge of forecasts for the US bond market, before being appointed chief economist of the equity brokerage firm Crédit Agricole Cheuvreux in 1997. At the end of 2009 he joined the independent economic research company Gavekal Research, made up of a network of international economists specialised in advisory on asset allocation. He was appointed chief economist Europe, a position he held before joining Dorval Asset Management in February 2016.
Since 2008, he has also worked as a consultant with asset managers, international institutions (OECD) and audit and advisory companies. He teaches international economics at the Master II level at Paris-Dauphine University (Master 111/211).