OBJECTIFS

A travers un événement unique dédié aux challenges de l’éducation financière au 21^e siècle, la Fondation ABBL et la CSSF ont pour objectif de soutenir de façon plus active les programmes d’éducation financière et d’inclusion financière au niveau national afin de remédier aux lacunes du grand public dans ce domaine.

Seront notamment présentés lors de cet événement :

1. Les résultats d’un sondage évaluant la culture et l’inclusion financières réalisé par ILRES sur base d’un modèle élaboré par l’OCDE. Cet exercice vise à recueillir des informations sur les connaissances, comportements et attitudes dans le domaine financier pour évaluer les niveaux de culture, inclusion, résilience et bien-être financiers et de pouvoir comparer ces données à celles d’autres pays s’étant engagé dans la même voie.
2.  Un projet de mise à jour de la stratégie nationale de 2015.
3.  Money Odyssey, support d’apprentissage interactif.

PROGRAMME

13.30 - Accueil, café networking

14.20 - Message de bienvenue :
- Jerry Grbic, Président, Fondation ABBL pour l’éducation financière
- Claude Marx, Directeur Général, CSSF

14.30 - Allocution de Yuriko Backes, Ministre des Finances

14.40 - Message vidéo, John Berrigan, Directeur Général, DG FISMA, Commission européenne

14.50 - Présentation des résultats d’un sondage sur les connaissances en matière de culture financière des résidents au Luxembourg, Thomas Crépon, Managing Director, ILRES

15.00 - TABLE RONDE 1 : Les lacunes constatées et le rôle de l’enseignement dans le domaine de l’éducation financière

• Joseph Britz, Directeur, ECG - École de Commerce et de Gestion
• Claude Marx, Directeur Général, CSSF
• Isabelle Riassetto, Professeur Université de Luxembourg
• Sébastien de Brouwer, Chief Policy Officer, European Banking Federation

Q & A

Stratégie nationale

16:00 - Message vidéo, Flore-Anne Messy, OECD DAF Senior Counsellor, G20/G7/APEC Deputy, Deputy Finance, Sustainable Finance/Financial Inclusion Lead;

Secretary General, International Organisation of Pensions Supervisors (IOPS)

16.10 - Message vidéo, Annamaria Lusardi, Professeur, George Washington University School of Business

16.15 - Présentation du projet de mise à jour de la « stratégie nationale en matière d’éducation financière » : Danièle Berna-Ost, Secrétaire générale, CSSF et Catherine Bourin, Membre du Comité de Direction, ABBL

Gamification : Money Odyssey, un exemple de support interactif d’apprentissage

16.25 Présentation de Money Odyssey, application mobile, Catherine Bourin

16.40 - TABLE RONDE 2 : Méthodes d’apprentissage alternatives

• Matthieu Brachetti, CEO, Virtual Rangers
• Sergio Marx, Communication Officer, Banque centrale du Luxembourg
• Mireille Lux enseignante en sciences économiques et sociales, Lycée Robert-Schuman
• Christophe Trefois, Co-Founder and Board Member, Luxembourg Tech School

Q & A

17.15 - Conclusions

Join 150 investment decision makers ready to meet their pairs and partners !

More info

AGENDA

13:30 Welcome

14:15 Panel I (Plenary)

Future Proof Wealth Planning Strategies for turbulent times - Moderated by Jean-François Collin, CEO, KMC Finance 

Speakers

• Raphaël Bonfiglioli, Managing Director & Co-Founder, Harmony Family Office
• Henri Grellois, Co Fondateur & Adminstrateur, Octave Family Office - Affo
• Eric Andres, Partner, Natafera Family Office
• Marc Debois, Founder, FO-Next

15:00 Fireside chat with a Single Family Office

• Albert Brenninkmeijer, Managing Director, Anthos Fund & Asset Management 
• Marc Debois, Founder, FO-Next

15:20 Workshops Wealth & Asset Management

Insights & strategies from industry leaders (4 rooms)

• Bertrand Lecourt, Senior Portfolio Manager Head of Thematic Investing at Regnan, J O Hambro Capital Management - Title : "Defensive growth in an uncertain environment"
• Laurent Bouchet, Head of Product Development, EFA - Title : " Wealth Management survival kit"
• Tom Wagner, Founder, Stone2Cap | Manuel San Salvador, Founder & Managing Partner, Antwort Capital | Shanu Sherwani, Partner, Antwort Capital & Deputy CEO, AM Investment - "Stone2Cap fund a gateway to Luxembourg real estate for private and institutional investors"
• Nathalie Chaar, Head of Sales Europe,  BNP Paribas REIM - Title : "Capturing the potential of Sustainable European Real Estate"

15:45 Pause, exhibition area & networking coffee

16:15 Workshops Wealth & Asset Management

Insights & strategies from industry leaders (4 rooms)

• Ebert de Ronde, Sales Specialist, Morningstar - Title : "How to Leverage Data to Tell Your ESG Story"
• Sophie Careford, Product Specialist, Systematic Edge, Allspring Global Investments - Title : "Income elevated: diversify your income with global equities"

16:45 Panel II (plenary)

Global Markets & Asset Strategies - Moderated by Fabrice Neyroumande, Development Manager, Amadeis

Speakers

• Laurent Gorgemans, Head of Product Management, Nordea Asset Management
• Fabrice Kremer, Fund Manager, BLI
• Sébastien Barbe, CEO, Montpensier 

17:30 Panel III (plenary)

Illiquid assets, the implications of Democratized Markets. Moderated by Agnès Llorca Boutoleau, Executive Managing Director, SFO Confidential

Speakers

• Adil Amor, Managing Partner, Schelcher Prince Gestion
• Mansour Khalifé, Founder & Chairman, MNK Partners
• Shanu Sherwani, Partner, Antwort Capital | Deputy CEO, AM Investments

18:15 Networking Cocktail

19:30 ⭐️ Luxembourg Wealth Management Awards 2023

Seated dinner & awards ceremony

Cybersecurity is of paramount importance, especially for companies handling sensitive and valuable data. Join Pinsent Masons Luxembourg for a lunch event on the upcoming requirements of the Digital Operational Resilience Act (DORA) and the importance of cyber security resilience.

Experts from Pinsent Masons will provide valuable insights and practical advice on how to navigate this ever-changing regulatory landscape.

Lars Weber, Vice Chairman of the ABBL's Trust and Cybersecurity Working Group and Head of Non-Financial Risk Management at Spuerkeess, will also share his experience on the topic.

Sustainable finance has moved from niche to mainstream and now finds itself in a new period of development. One that, so far, has been characterised by growing scrutiny against greenwashing, the speed of uptake and transition, unfulfilled sustainability pledges, and more. As calls for action grow, many feel we are slipping backwards in the short-term. How then can financial services take the next steps and turn commitment into implementation?

Join digitally Luxembourg for Finance’s 6th annual Sustainable Finance Forum on 29 and 30 March 2023 from 10:00 to 12:00, where leading actors in the sustainable finance sector will discuss the next steps in the sustainable finance journey.

• John Kerry, United States Special Presidential Envoy for Climate, will highlight the necessity of working together in order to succeed in the fight against climate change.
• H.E. Yuriko Backes, Luxembourg’s Finance Minister, will provide us with details on financing a sustainable future.
• William Wright, Founder & Managing Director of New Financial, presents the results of a new study measuring how embedded sustainable finance has become.
• Ugo Bassi, Director of Financial Markets at FISMA, takes stock of the Action Plan five years on, and Julie Becker, CEO of the Luxembourg Stock Exchange, touches on the knowledge gap.

The first day of the conference will explore the evolution of sustainable finance, how embedded it has become within finance in general, and the products journey to end investor. Day two will see us delve into some challenges faced and how finance can act as a force for good relating to human rights.

With 46,200 millionaires domiciled in Luxembourg, private banking is a rapidly growing sector. Wealth management and optimisation professionals are deploying attractive solutions to serve UHNWIs and HNWIs who are increasingly savvy about finance, sustainability and technology.

With the participation of the two vice head of ABBL Private Banking Cluster Sandrine de Vuyst (ING Luxembourg) and Emilie Serrurier-Hoël (Banque Internationale à Luxembourg), with the head of ABBL Investment Firms working group Caroline Quéré (Spirit Asset Management), and with the president of Luxembourg Association of Family Offices Pascal Rapallino (Verona MFO).

This round table is an opportunity for wealth managers to showcase their offerings and for service providers to outline current regulatory, technological and social trends.

Programme

• 18:30 WELCOME COCKTAIL
• 19:00 ROUND TABLE
• 20:30-21.30 NETWORKING WALKING COCKTAIL