Private Event - Demystifying Luxembourg Funds

Nov. 9, 2023

The Luxembourg House
17 Beekman Place
New York, NY 10022


Description

Private Event ~ Registration and Attendance by Invitation Only

Hosted by

CACEIS, ONE Group Solutions, PwC, and Simpson Thacher

 


Demystifying Luxembourg Funds:

Turning Challenges into Opportunities

 

Introductory Remarks by Consul General
and Executive Director of
Luxembourg Trade and Investment Office in New York

Mr. Paul Steinmentz


Topics to be covered will include:

  • Distributing your funds via Luxembourg

  • Aligning your preferential treatment approach across your U.S. and EU funds in light of the SEC Preferential Treatment Rule as compared to the AIFMD Transparency Reporting obligation.

  • Using third party service providers efficiently

  • A glimpse into the future:

    • a focus on crypto and tokenization

    • unlocking new pools of capital via retailization

 

Speakers

Mr. Steve Bernat ONE Group Solutions
Ms. Nadia Bonnet Simpson Thacher
Mr. Bertrand Jaboulay PwC Luxembourg
Mr. Arren Skandarajah CACEIS U.S.

 

 

 


Featured Speakers

Speaker: Mr. Steve Bernat ~ Founding Partner, ONE Group Solutions
Speaker Mr. Steve Bernat ~ Founding Partner, ONE Group Solutions
Steve is a founding partner of ONE group solutions. Prior to establishing ONE, he was CEO of Carne Group in Luxembourg and a member of the Group’s global executive committee. Although he started his career working for the Luxembourg Government, he soon became aware that the funds sector would offer …

Steve is a founding partner of ONE group solutions. Prior to establishing ONE, he was CEO of Carne Group in Luxembourg and a member of the Group’s global executive committee.


Although he started his career working for the Luxembourg Government, he soon became aware that the funds sector would offer the international exposure he desired.  In 1998, he joined Amundi Pioneer Asset Management and realised his true vocation. He then went on to spend over 12 years in Fund Operations, Product and Client Delivery roles, with organisations such as Citibank, State Street, Lemanik Asset Management, DST and Linedata Services.


Steve is an innate business development professional, and his network spans every continent. A Luxembourg national, he is also fluent in English, French and German. He is an active member of various fund industry committees and working groups and is a regular speaker at conferences around the globe.


 

Full Description

Speaker: Ms. Nadia Bonnet ~ Senior Luxembourg Counsel, Simpson Thacher
Speaker Ms. Nadia Bonnet ~ Senior Luxembourg Counsel, Simpson Thacher
Nadia Bonnet is Senior Luxembourg Counsel at Simpson Thacher, based in the Firm’s New York office. She has more than 15 years of experience in guiding U.S. and international sponsors on the formation of funds and other investment vehicles in Luxembourg and across Europe, as well as in related distribution …

Nadia Bonnet is Senior Luxembourg Counsel at Simpson Thacher, based in the Firm’s New York office. She has more than 15 years of experience in guiding U.S. and international sponsors on the formation of funds and other investment vehicles in Luxembourg and across Europe, as well as in related distribution and other activities. Her practice focuses on the development and regulation of alternative investment funds, vehicles and managers (AIFMs) across a wide range of asset classes, including private equity, real estate, venture capital, private debt and infrastructure, for both regulated and non-regulated investment structures. In the beginning of her career, she also counseled clients in related joint ventures, corporate restructurings and mergers and acquisitions.

Nadia has represented many sponsors of private investment funds over her career, such as: LVMH and Groupe Arnault in the structuring and lifecycle of their Real Estate Funds and in their strategic partnership with Catterton; GCM Grosvenor; and Edmond de Rothschild Private Equity. She also acted as a consultant to the World Bank, analyzing the offshore (Luxembourg) regulatory framework for supporting the establishment of hybrid (public-private), venture capital and private equity funds in developing countries, including in the Western Balkans.


Nadia is a recognized authority in Luxembourg private fund formation and investment matters, having played a prominent role in some of the most significant Luxembourg fund matters in recent years. She has written articles for the European American Chamber of Commerce, International Financial Law ReviewESG Investing, the Luxembourg Revue Pratique de Droit des Affaires and many others.

Nadia regularly serves on panels at several industry conferences. She has spoken at events hosted by the Association Luxembourgeoise des Fonds d’Investissement (“ALFI”), HFMWeekInforma Connect (the “UCITS & AIFMD for US Managers” conference), the Hedge Fund Association, the “big four” accounting firms and other industry players.


Fluent in French and English, Nadia is a member of the Luxembourg bar. She received a Bachelor’s in Business Law, with distinction, and a Master’s in European Business Law, with distinction, from the Université de Franche-Comté, and studied in Luxembourg and in a U.S. legal exchange program at Kansas University (undergraduate). She also received a Certificate of Business Finance Formation from the HEC Liège, Belgium, a Certificate of Islamic Capital Markets Formation from the Luxembourg School of Finance and a Certificate in the Fundamentals of Alternative Investments from the Chartered Alternative Investment Analyst Association.


Nadia is a member of the International Bar Association and the 100 Women in Finance Association – New York. She also serves on the board of the Luxembourg American Chamber of Commerce and is the President of the Parents Association of Lyceum Kennedy French American School.

Full Description

Speaker: Mr. Bertrand Jaboulay ~ Partner, PwC Luxembourg
Speaker Mr. Bertrand Jaboulay ~ Partner, PwC Luxembourg
Bertrand Jaboulay is a PwC Luxembourg based Partner with 24 years of experience in the financial sector. Bertrand is specialised in the audit of traditional and alternative financial products with a strong focus on Private equity and debt products. He is also leading the AIFM and Manco practice for PwC …

Bertrand Jaboulay is a PwC Luxembourg based Partner with 24 years of experience in the financial sector.


Bertrand is specialised in the audit of traditional and alternative financial products with a strong focus on Private equity and debt products. He is also leading the AIFM and Manco practice for PwC Luxembourg and has a very strong and deep expertise and knowledge of the products/vehicles in Luxembourg dedicated to traditional and alternative asset managers. Bertrand is also a regular speaker on Manco/AIFM topic in conferences in London, Switzerland and US.


Bertrand used to deal with numerous UK asset managers in addition to US and Swiss based asset mangers.


Since 1st July 2023, he is also in charge of the client and market for the asset management industry for PwC Luxembourg.


Bertrand is “Reviseur d’entreprise” in Luxembourg and has been recently certified in Corporate Governance at INSEAD and in Private Equity at Oxford Said University.

Full Description

Speaker: Mr. Arren Skandarajah ~ Associate Director, CACEIS U.S.
Speaker Mr. Arren Skandarajah ~ Associate Director, CACEIS U.S.
Arren is responsible for Business Development and Client Coverage efforts at CACEIS Investor Services in the US focusing on traditional and alternative asset classes. Arren has over 12 years’ experience in the financial services industry. Arren is skilled at combining industry, product and regulatory knowledge providing tailored advice to North …

Arren is responsible for Business Development and Client Coverage efforts at CACEIS Investor Services in the US focusing on traditional and alternative asset classes. Arren has over 12 years’ experience in the financial services industry. Arren is skilled at combining industry, product and regulatory knowledge providing tailored advice to North American asset management firms entering new markets outside of the US and accessing new sources of capital.

Full Description

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Date and Time

Thu, Nov. 9, 2023

4 p.m. - 6:30 p.m.
(GMT-0500) America/New_York

Location

The Luxembourg House

17 Beekman Place
New York, NY 10022

 


Private Event
By Invitation Only


Location


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The Luxembourg House

17 Beekman Place
New York, NY 10022