Valérie Arnold has a 27 years experience in the audit of investment funds, especially in Luxembourg but also in Singapore, where she did a two-year secondment. She is mainly focusing on audit of “Responsible Investment Fund”: ESG or Impact Investing. Valérie is a founding member of “EIIL”: “European Impact Investment Luxembourg”, which is contributing to develop an eco-system to enable the growth of responsible investment. Valérie is leading the Corporate Responsibility effort at PwC Luxembourg since 2014, and has started to work extensively to define what Corporate responsibility means for a Big Four.
BNP Paribas AM
Arendt Regulatory & Consulting
Cellule de Renseignement Financier (CRF)
The Blended Capital Group – Former Head UNEP-FI
For 25 years Paul Clements-Hunt has been central to break-through developments in responsible investment and sustainable finance. In 2011-2012, he supported Former UK Prime Minister Gordon Brown in his work on financial stability and sustainability for the UNSG. While Head of www.unepfi.org from 2000-2012 his team conceived and delivered: the Principles for Responsible Investment (2005); the Principles for Sustainable Insurance (2011); and the Natural Capital Declaration (2012). In 2017 the PRI is backed by 1600 investors (AuM USD 68 trillion). Clements-Hunt was a UNPRI Board member for six years.Paul’s career has spanned business, the UN, and the media. He has been embedded in global policy discussions around climate change, biodiversity, and human rights since the early 1990s. After leaving the UN in 2012, he established The Blended Capital Group, a private equity firm focused on deals in Sub-Saharan Africa.Clements-Hunt established one of the first environmental strategy and technology consultancies for Southeast Asia while based in Bangkok (1991-1998). During this period he worked to promote greater environmental & social disclosure on the Stock Exchange of Thailand (SET) . In 1994 Paul took his business inside the world’s largest testing, inspection and verification group, the Swiss multinational SGS. From 1998 to 2000 he was the Senior Energy and Environment Policy Manager for the Paris-based global business organisation, the International Chamber of Commerce (ICC).In the mid-1980s he was a UK-based journalist specialising in environmental business issues.He has been embedded in global policy discussions around climate change, biodiversity, and human rights since the early 1990s. During this period he worked to promote greater environmental & social disclosure on the Stock Exchange of Thailand. Clements-Hunt was a UNPRI Board member for six years.
Kristel Cools is the Group Head of Asset Management at KBL European private bankers, where she manages of all the group’s asset management activities across Europe. Based in Luxembourg, she is responsible for Rivertree Investment Funds, the commercial brand of the group’s asset management arm. She is also Chief Commercial Officer and Director at Insinger Gilissen Asset Management since January 1st 2018. She previously served as General Manager for Richelieu Gestion in Paris and held different management functions at BNP Paribas Asset Management in Belgium, where she was responsible for BNPPAM’s strategic business development in group distribution. Her expertise includes management, strategic business development, marketing and sales in asset management.Kristel earned a Master (magna cum laude) in Commercial Engineering at the University of Antwerp (UFSIA).
Funds for Good
Columbia Threadneedle UK
David De Cubber
Amaury de Potter d’Indoye
Amaury de Potter d’Indoye, Lombard Intermediation Services S.A., joined Lombard International Assurance in 2001 as consultant within the Belgian team. After a couple of years Amaury took on the responsibility for one of Lombard International Assurance’s key partner channels covering relationships with independent asset managers, fiduciaries, tax advisers, lawyers and family offices. Since 2014 he assumes the role of Director Sales Belgium and Luxembourg. Born and educated in Belgium, fluent in French, English and Dutch, Amaury holds a Masters Degree in Economics from the University of Leuven and a Middle Management Programme Certificate from the prestigious Vlerick LG Management School as well as Executive Programme Certificate from St Aloysius University in Brussels. Amaury has extensive experience gained from a variety of roles such as Finance Director (Sea-Invest Group in Belgium), Chief Executive Officer (Bouchard l’Escaut in Belgium) and Vice President Operations Worldwide (Keyware Technologies in Belgium).
Inge de Wolf
FARAD International S.A.
Stefan Fank, Insurance Broker FARAD International S.A.Stefan Fank est un expert reconnu avec une longue expérience dans le domaine du Private Life Insurance. Ses connaissances approfondies portent notamment sur le secteur des finances et assurances ainsi qu´à la conception et la distribution transfrontalière (B2B2C) des produits assurantiels destinés au marché de l’Allemagne, de la Belgique et du Luxembourg. Il était directeur d’une succursale de la banque du Crédit Agricole dans région germanophone en Belgique, directeur des ventes pour le réseau de distribution de la compagnie d´assurance AG en Belgique et Sales Manager Allemagne de Foyer International Luxembourg. Aujourd’hui, il est consultant indépendant et courtier pour la société FARAD International S.A. En tant qu´intermédiaire agréé depuis 25 ans, il s’est spécialisé dans la gestion des risques liés à l’intermédiation et dans le support sur mesure lié à la gestion des portefeuilles existants.
Cardif Lux Vie
Jacques Faveyrol has nearly 30 years of experience in the insurance and reinsurance field and is Chief Executive Officer of Cardif Lux Vie in Luxembourg since 2014. He started his career in 1990 with the French insurer UAP before joining Swiss Re and taking over the responsibility of the Life and Health Marketing Department. In 2005, Jacques Faveyrol joined BNP Paribas Cardif as Global Protection Chief Actuary. He was appointed Group Chief Actuary in 2009 ; in 2014, Jacques became CEO of Cardif Lux Vie, a market-leading Luxembourg life insurance company combining local know-how and international expertise. Jacques Faveyrol graduated from the Centre d’Etudes Actuarielles (CEA) and from the ESSEC Business School. He is a certified member of the Institute of Actuaries and is currently ACA Vice-President.
FIA A.M. – FARAD Group
Carine Feipel is a Luxembourg attorney and independent director, certified by INSEAD and ILA. She is a member of the Board of Directors of a bank, several insurance companies, investment funds and other undertakings. She is also a member of the Board of Directors and Management Committee of ILA.She has practiced as a lawyer since 1994, specializing in insurance law. She spent almost 20 years with a major Luxembourg law firm before becoming independent in 2014. She advises insurance and reinsurance companies as well as other financial institutions on insurance law related questions.
Banque de Luxembourg Investments
Thierry Feltgen joined Banque de Luxembourg in 1999. In 2000, he specialised as a fund analyst focusing on bond funds selection and covered bond investments in our multimanagement portfolios. In 2007, he joined BLI’s fixed income team as a fund manager.In 2010, Thierry took over the responsibility for the “investment communication” activity on BLI’s fund range and acted as a product specialist to support the sales team. With BLI’s distribution activity increasing, he took over the role of Head of Product Management and Client Services in 2017. He also acts as project manager covering transverse content-related projects at BLI. In this function, he supervised the implementation of BLI’s ESG strategy.Thierry has a degree in agricultural engineering from the Swiss Federal Institute of Technology in Zurich (ETH Zurich). He also has a degree in economics from the HSG in St Gallen. He obtained the CEFA (Certified EFFAS Financial Analyst) diploma in 2003
Carla Jane Findlay-Dons
Gonzalo García Pérez
Gonzalo García Pérez joined OneLife as Wealth Planner Manager in October 2017, with responsibility for the in-house tax and legal planning for clients on the Iberian and Latin American markets. Gonzalo has over 6 years’ experience in wealth and estate planning. He started his career as a lawyer for the Spanish law firm Garrigues and then worked for Deloitte as a tax consultant. Before joining OneLife, Gonzalo García Pérez held the role of Senior Wealth Planner at Lombard International Assurance, with responsibility for the legal and tax planning of new business generated in the Iberian and Latin American markets.
Gian Luca Giurlani
Roger Hartmann is an experienced Senior Banker with over 35 years of banking experience and strong exposure to Wealth Management Strategy and Leadership, in particular to the transformation of a post-financial crisis business model. He has numerous experiences with growth strategies, development of new markets, hub strategies, M & A, transformation, cost reduction as well as crisis management. He has been exposed to various financial centers in Europe, Middle-East, Africa, Asia and Americas. Roger spent 25 years outside of his country of birth which is Switzerland, and holds also the Luxembourg citizenship. In his career, he worked as a CEO of various banks from 1998 to 2014, mainly in Europe and in Asia. He spent 24 years at UBS, where he worked all over the world and was also exposed to the Big Four with a couple of years at EY. All this helped him to be very versatile, open to the world, stress-resistant, fluent in several languages and able to quickly adapt to all types of environments and situations. Roger has been teaching at academic level since 1980. He is a visiting Professor at the Universities of Luxembourg, Liechtenstein and Basel. He is also a senior expert at the Luxembourgish ATTF, teaching Banking, Finance, Governance and Leadership in new frontier markets like Kazakhstan, Vietnam, Tunisia and Moldova. He is the academic Director of the Annual ATTF Executive Programme in Luxembourg. He is known for his broad network of business connections all over the world, which makes him very agile in bridge building between cultures and regions. Since 2016, Roger is also working as a Group Strategy Leader for Fuchs in Luxembourg and in Geneva. Currently, his main personal points of interest are Asia, the new emergence of Africa, Cyber Intelligence, Digitalisation and Blockchain and all issues related to Impact and Sustainability. Roger is giving conferences on a regular basis all over the world.
Banque de Luxembourg
Juriste au sein du Commissariat aux Assurances depuis septembre 2018 en charge plus particulièrement des aspects relatifs à la lutte contre le blanchiment et contre le financement du terrorisme (LBC/FT) et aux sanctions financières internationales.Auparavant : Avocate (conseil en matière de prévention contre le blanchiment de capitaux et le financement du terrorisme – mise en place de procédures, formations,.. – et en matière de droit des sociétés auprès de Dentons Luxembourg.) Senior Manager auprès d’Ernst & Young à LuxembourgLicenciée en droit de l’Université de Liège en septembre 2001
Silvia Lolli is an Italian lawyer, Counsel in the Italian financial institutions department of the international law firm Hogan Lovells and focuses on insurance regulation.Silvia has more than 18 years of experience advising insurers, reinsurers, intermediaries on all aspects of insurance and reinsurance activity, including regulatory, contractual and corporate law matters. Her advice ranges from the regulation of insurance business operations, insurance mediation regulation, drafting and distribution of insurance products, mediation agreements and insurance outsourcing. She regularly advises on regulatory matters such as authorization and communication procedures for the exercise of insurance activity in Italy; domestic and cross border mergers and acquisitions of insurance companies; insurance portfolio transfers; product design (with main focus on life insurance class of business and financial products); litigation with specific reference to the obligations of the insurers regarding the issuance of life insurance policies with financial content; as well as investigation procedures carried out by Italian regulators (IVASS and CONSOB) as well as foreign regulators as the case may be.Chambers & Partners Europe 2019 includes her as a ranked individual among the Italian lawyers having a strong expertise in the insurance sector.
Luxembourg for Finance
Gianluca Manca, Head of Sustainability at Eurizon.He served as chair of the Investment Commission and co-chair of the Asset Management working Group of the UNEPFI then joined the Business Economy Environment group of GLOBE EU at the EU Parliament. Gianluca is awarded an Honorary Fellowship of the Cattolica University in Milan, Italy, where he is an MBA lecturer on Global Sustainability while he is co-head of the business simulation at the Executive Master in Finance SDA Bocconi University. At present he is a member of the EFAMA Stewardship, Market Integrity & ESG Investment Standing Committee, a member of the European Banking Federation’s Sustainable Finance wg where he serves as chair of the Disclosure/Metrics subgroup, and he is a member of the ABI Sustainability wg. He was a global equities fund manager, then focused on responsible investments in late 90s and later became the head of the global RI team. At present he is the Secretary of the Sustainability Committee and the Chair of the Charity Committee at Eurizon. In the past 15 years he co-authored various papers and publications on ESG integration and climate change (UNEPFI, WBCSD, CDP). Graduated with a MSc at Bocconi University, he worked on his thesis at the Universiteit van Amsterdam, and successfully passed the professional exam for CFPs
Valerie Mariatte-Wood joined Lombard International Assurance in 2009. In her role, she is responsible for the company’s regulatory affairs, including advice on EEA and non-EEA regulatory compliance, intermediation/distribution/point of sale compliance as well as subject matter expert for areas such as PRIIPs/IDD, Automatic Exchange of Information (FATCA, CRS, DAC6) and BEPS7.Valerie is a financial services specialist with over 20 years’ experience in EEA cross-border life insurance. She has specific expertise of European Insurance Directives and local implementing legislation and in-depth knowledge of many European jurisdictions. Previous roles include Marketing & Development Manager at Clerical Medical Europe Financial Services (part of the Lloyds Banking Group) and Senior Consultant at JBI Associates in Luxembourg. Valerie holds a Master’s Degree in International Business and Strategy from the Ecole de Management de Lyon (EM Lyon) and a Master of Laws (LL.M) from the University of London (Insurance, Banking and Financial Services law). She served as Vice-President of ALCO (Association Luxembourgeoise des Compliance Officer) representing the insurance industry, as well as a member of ALCO’s Board of Directors. She is Rapporteur and frequent contributor to ACA (Association des Compagnies d’Assurances et de Réassurances).Valérie speaks French and English fluently, some Spanish and is currently learning Japanese.
Louvain la Neuve, Paris Dauphin
Nichola Marshall (M.A. Oxon) has been at Sparinvest since January 2007 and was appointed Head of Responsible Investment in September 2014. Nichola first entered the financial services industry in 1987 as a graduate recruit to the large UK mutual fund provider, Save & Prosper Group, a subsidiary of Flemings Merchant Bank. Nichola’s 19 years with the Flemings group of companies included periods as an investment writer, product manager, PR Manager, pan-Asian marketing (secondment to Jardine Fleming, Hong Kong), followed by three years of managing pan-European Marketing in Luxembourg. After a seven year career break for child-rearing purposes, Nichola resumed her financial services career in 2001 with a different perspective. As a parent, Nichola was attracted by the long-term investment philosophy of Sparinvest and has always taken a close interest in the development of the Group’s Responsible Investment Policy. Now, as Head of Sparinvest’s Responsible Investment Committee and part of the Asset Management team, Nichola works in conjunction with Portfolio Managers and Group Management to continue to develop and communicate responsible investment at Sparinvest and within the industry.
Biography of Claude MarxDirector General, CSSFClaude Marx is Director General of the CSSF, Luxembourg’s financial supervisory authority, Member of the Board of Supervisors of ESMA (European Securities and Markets Authority).Prior to his nomination as Director General of the CSSF, Claude Marx was CEO, authorised manager of Lombard International Assurance S.A., a unit-linked life insurance company, owned by Blackstone Tactical Opportunities. He was also Chairman of the Board of the Luxembourg PFS Lombard Intermediation Services S.A., a fully owned subsidiary of Lombard International Assurance S.A.. From 1994 to 2011, Claude Marx worked for HSBC, where he last held the position of Deputy Chief Executive Officer of HSBC Private Bank (Luxembourg) S.A.Claude Marx holds a Master’s Degree in Law from the University of Paris and an LL.M. in International Business Law from the University of London.He is fluent in English, German, French and Luxembourgish.
Fabio Mastrosimone is an Italian lawyer. He has been active in the financial services industry since 2002 and has a wealth of experience in designing and executing complex multijurisdictional investments and with main focus on structuring investment funds such as venture capital, private equity, real estate and renewable energy funds.Fabio started his career in Luxembourg in the banking sector at Intesa San Paolo Bank. In 2006 he joined the fully owned fiduciary of BIL as Head of the Southern Europe and LATAM department. Later on he became the commercial and business development director. In 2014 Fabio joined Amicorp Luxembourg as Managing Director. Amicorp Luxembourg S.A. provides all Luxembourg Corporate and Funds Services solutions.
María Mateo Iborra
Serial Entrepreneur. Maria has been in the space and satellite communications industry since 2005 and blockchain since 2015. She is MSc in Telecommunication Engineering, Master in satellite communications and executive MBA.
Massimoluca Mattioli, Senior Manager, Banque Havilland SA, LuxembourgMassimoluca graduated from Milano Bocconi University as Master of Science in Monetary and Financial Economics, with honours. He currently acts as Senior Manager at Banque Havilland SA Luxembourg, Non-executive Director at Octium Life DAC (Dublin) and Director at Strategic Investment Fund Sicav (Luxembourg). His experience in the financial services industry covers capital markets, investment banking, asset management, leasing, factoring, private banking and private insurance. He has served in French, German, English, Italian and Luxembourgish operations where he developed skills in strategy and planning, governance, business development, finance, investment, credit, risk management, reporting, accounting & balance-sheet and investor relations. His board room experience includes acting as CFO, General Manager, CEO, Executive and Non-executive Director in banks (including listed one), asset management company, investment vehicles and private insurance; in such roles he has been from time to time authorised by Italian, and currently, Luxembourgish and Irish supervising authorities.
Alexandre joined Lombard International Assurance in April 2015 as Head of Compliance. In his role, he has oversight of Financial Crime Compliance and Regulatory Compliance & Advisory, including supervision of the Company’s branches (Italy & Belgian). Alexandre is the appointed Chief Compliance Officer (CCO) and Money Laundering Reporting Officer (MLRO); he also acts as the Data Protection Officer (DPO).He previously worked at HSBC Group Luxembourg, where he spent circa 10 years heading the Internal Control, Internal Audit and Risk functions. Prior to that, he worked at Crédit Agricole Indosuez for 5 years. Alexandre completed his studies with an MA in Economics and an MBA.
Carlos Montalvo Rebuelta
FIA A.M. – FARAD Group
Camera di Commercio italo-Lussemburghese
Michael P. Reilly
Michael P. Reilly, CFAGroup Managing DirectorChief Investment Officer – EquitiesDirector of Equity ResearchMr. Reilly is the Chief Investment Officer of the Equities Group and Director of Equity Research. He joined TCW in 1992 as an Equity Analyst after working four years in corporate finance at Security Pacific Bank. In 1995, he assumed co-portfolio management responsibility for TCW’s Latin America, Emerging Markets and International Equities investment strategies. Subsequently, from 2002-2005, he was co-Portfolio Manager of the Société Générale Asset Management (SGAM) global equities team prior to assuming leadership of the U.S. Equity Research department in 2006. Mr. Reilly serves as a member of the USC Marshall Center for Investment Studies Board of Advisors and the USC Dornsife Board of Councilors. Mr. Reilly graduated valedictorian of the University of Southern California with a BS in Finance and a BA in Spanish and also received his MBA from the University of Southern California. He was recipient of the Rotary Foundation Ambassadorial Fellowship for a year of postgraduate studies at Universidad Complutense in Madrid, Spain. He is a CFA charterholder.
CEO and founder of Q Group with over 20 years of expertise in Private Equity, previously manager at BCG and Procter & Gamble
La Française AM
Dr Roland Rott, CFAHead of ESG at La Française Asset Management and Managing Director of Inflection Point by La Française LimitedRoland has sixteen years of experience in sustainable investing. He began his career in asset management in 2002 as a corporate governance consultant conducting projects, for example, for DWS and GMI Ratings. Thereafter and for ten years, he was a Senior Investment Manager and Partner at GO Investment Partners LLP. Roland joined La Française in 2016 as Managing Director of Inflection Point by La Française, the group’s London-based ESG research centre that conducts in-depth company analyses covering themes like climate change, digitalisation and innovation. Roland, in addition to his position as Managing Director, is also Head of ESG for La Française AM.Roland has been an Investment Committee Member of the United Nations Environment Programme Finance Initiative since 2017. He holds a PhD in Finance from Goethe University and is a CFA charterholder.
Water Security Fund
Thomas Schumann is the initiator and sponsor of Water Risk Index, the world’s first benchmark index to price financial water risk in equities and Water Security Fund, the world’s first responsible investment fund to advance UN Sustainable Development Goal 6. Thomas was born, raised and educated in Frankfurt/Germany and immigrated to California in 1996. Thomas loves trail running in the Santa Monica Mountains, travel, meaningful connections with people, and acting as an agent of positive, global change. He has been an accomplished endurance athlete and marathoner for 30 years won multiple national championships with his elite masters running team, ranked 7th in M50 age group of 2018 USATF Masters Long Distance Running Grand Prix and just started preparations for a top finish at 2025 Ironman World Championship, Kona when he turns 60. Thomas values “Spirit, People, Planet and Profit”, in exactly that order.
Finance In Motion
Diego is the director of Finance in Motion’s operations in Strategy and Planning, Treasury, and Monitoring and Reporting. Previously, he played a key role in the establishment of the eco.business Fund and ran asset-liability management, planning, and product development for the EFSE fund. He started his career as a member of the team managing development funds at the Frankfurt School of Finance & Management. Diego studied economics at Universidad de la República in Uruguay and holds a masters’ degree in International and Development Economics from the University of Applied Sciences, Berlin.
Ministère de l’Economie
After leaving the University of Strasbourg with a PhD in Chemistry, Christian spent a year at the Leibniz Institut für Polymerforschung Dresden before joining the BASF as a research laboratory leader in Ludwigshafen, Germany, where he worked on new polymerization methods. He then returned to his native country Luxembourg, working for Luxinnovation as an R&D consultant before taking over the management of the EcoInnovation Cluster, Luxembourg’s clean technologies cluster. In 2012, Christian worked for the Ministry of the Economy of Luxembourg as an independent consultant before joining the Directorate New Technologies. In 2015 he became Director for Sustainable Technologies and is currently developing the circular economy and intelligent mobility sectors in Luxembourg.
Martina Turner joined Quaero Capital SA in 2017 as a Fund Manager.She is the founder of the Accessible Clean Energy investment strategy.Martina has 30 years of experience in European financial markets.Following extensive experience acquired at Tier-1 financial institutions in equities, business development, and clean energy investments, Martina received training in solar technology and materials ‘science’ at MIT seminars and in microcredit for solar installation at Grameen Bank. Subsequently, Martina developed an investment strategy to generate profitable returns investing in companies focused on development, production and sale of technologies that enable the global dissemination of clean energy from the developed world to the most populated and most remote regions. After over 2 years of successful tracking, the investment model became the strategy of a structured fund, anchored by a pension fund.Master of Science from the Faculty of Economics, London School of Economics.Member of Société Française des Analystes Financiers.
Commissariat aux Assurances
Graduate of Ecole Polytechnique (Paris) and of Ecole Nationale d’Administration (Paris) and holder of a master degree in law of the University of Paris I, Claude WIRION started his career as a civil servant at the Inspection générale des Finances in Luxembourg.In 1992 he joined the Luxembourg insurance supervisory authority (Commissariat aux assurances) as a member of the management board responsible for the supervision of life insurance and pension funds from 1992 to 2014 and as the general director since 2015.Internationally Claude WIRION has contributed to the preparation and the negotiation of most of the European directives adopted in the field of insurance supervision during the last 25 years. He sits on the Board of Supervisors of the European Insurance and Occupational Pension Authority (EIOPA) headquartered in Frankfurt and is a bureau member of the Insurance and Pensions Committee of OECD in Paris.Since 1992 Claude WIRION is a lecturer at the University of Luxembourg.