Transforming Investment Management Oversight: Best Practices, Compliance, and the Role of Technology

This event brings together industry leaders to discuss challenges in the oversight of delegated investment management functions, with a focus on compliance, best practices, and real-world solutions.

📅 Date: March 18, 2025

📍 Location: LhoFT, 9 Rue du Laboratoire, 1911 Gare Luxembourg

📌 Floor 0 - Big Bang Room

⏰ Time: 8:30 AM – 10:00 AM

Why Attend?

• Navigate the Evolving Regulatory Landscape: Stay up-to-date with the latest compliance requirements and learn how to adapt to changing industry standards.
• Practical Strategies for Effective Oversight: Learn from experts about best practices for optimizing oversight processes in delegated investment management.
• Real-World Insights: Gain first-hand knowledge from experienced professionals on overcoming challenges and enhancing the effectiveness of oversight frameworks.

Speakers:

• Claudia Schuppan, Advisory Director, Regulatory & Compliance, PwC
• Séverine Raymond-Soulier, Chief Revenue Officer, Next Gate Tech
• Craig Blair, Senior Vice President, Country Head, Franklin Templeton
• Lydie Bini, Group Fund Management Lead, ONE
• Jacek Berenson, Conducting Officer, Portfolio Management, Columbia Threadneedle

Agenda:

• 8:30 AM - Welcome Breakfast
• 9:00 AM - Session on Transforming Investment Management Oversight: Best Practices, Compliance, and the Role of Technology
• 9:45 AM - Q&A
• 10:00 AM - Closing Statements & Networking

Register now to secure your spot!

This event will be conducted under Chatham House Rules.

This ensures an open and constructive discussion. We appreciate your adherence to these rules.