Event
26 Jan.

19. Deutscher Fondstag

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Der 19. Deutsche Fondstag findet am Donnerstag, 26. Januar 2023, in unserem Haus statt.

Traditionsgemäß sprechen wir mit unseren internen und externen Expertinnen und Experten über aktuelle gesetzliche, aufsichtsrechtliche und steuerliche Themen, die für Fondsakteure in Luxemburg, aber auch in Deutschland, Österreich und der Schweiz relevant sind.

Ein Themenschwerpunkt werden bei diesem Fondstag die aktuellen Vorschriften zu Nachhaltigkeit bilden, über die Lisa Backes (Vorständin bei Hauck & Aufhäuser Fund Services S.A.) und Gianina Thalmann (ESG Strategic Sales Manager bei FE fundinfo) gemeinsam mit unserer Kollegin Wiebke Merbeth, (Partnerin bei Deloitte Deutschland Consulting und Mitglied im Sustainable Finance-Beirat der Bundesregierung) und unserem Kollegen Carsten Auel (Direktor Sustainable Finance bei Deloitte Deutschland Audit & Assurance) im Rahmen einer Podiumsdiskussion sprechen werden.

Ein weiterer Themenschwerpunkt bilden die rechtlichen und steuerlichen Herausforderungen für Investoren in luxemburgische Investmentfonds.

Unser Programm im Detail:

Uhrzeit

Thema

08:15 – 9:00

Registrierung und Kaffee

09:00 – 09:15

Begrüßung

09:15 – 10:00

Regulatorisches Update

10:00-10:30

Rechtliche und steuerlichen Herausforderung für Investoren in luxemburgische Investmentfonds

10:30 – 11:00

Kaffeepause

11:00 – 11:15

Marktstudie Top 100 Investmentfonds 2022

11:15 – 12:30

Was Sie schon immer über ESG wissen wollten (Vortrag und Podiumsdiskussion)

12:30 – 12:35

Schlusswort

12:35 – 14:00

Networking-Lunch / Erfahrungsaustausch


Teilnahme nur auf Einladung. Wenn Sie am Fondstag teilnehmen möchten, senden Sie bitte eine E-Mail an luevents@deloitte.lu. Ihre Registrierungsanfrage unterliegt der Genehmigung durch Deloitte.

Kontakte
Andreas Meier

Andreas Meier

Partner | German Business Community Leader
+352 45145 2320

Andreas Meier is Audit Leader Real Estate with more than 21 years of experience in the Financial and Non Financial Service industry, servicing Private Equity, Real Estate, Investment Management and Commercial clients in an audit and advisory capability in Luxembourg. As German Business Community Leader of Deloitte Luxembourg, his focus is to enhance the cooperation with German-speaking market players in Luxembourg and become their preferred service provider in audit, tax, and consulting. The German Business Community (“GBC” in short) offers a multidisciplinary range of services, an increased cross-border cooperation, and targeted investments in innovative services, consistently adapting to the needs and challenges of German-speaking clients. Andreas is a qualified Luxembourg Réviseur d’entreprises agréé, German Wirtschaftsprüfer and Luxembourg Expert Comptable. He specialises in real estate (regulated and unregulated direct real estate funds and property companies), debt funds, infrastructure funds, private equity and investment holding companies and is in charge of the audits of vehicles/funds, which are owned and/or managed by a number of real estate developers, real estate and private equity asset managers and sovereign wealth funds. He is experienced in assurance reports for specific transactions (contribution in kind, interim dividends, liquidation reports), the performance of specific procedures in relation to compliance certificates and compliance with real estate best practices (i.e. INREV best practices) and the performance of financial due diligences. Andreas is Board Member of Lux Real, a co-chair of the ALFI real estate fund financial framework-working group and the INREV Debt Fund Focus Group.

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Frank Lichtenthäler

Frank Lichtenthäler

Partner | Advisory & Consulting
+352 451 45 4387

Frank is a Deloitte Partner in the Strategy, Regulatory & Corporate Finance department with a proven track record of more than 16 years in the Financial Services Industry and Big4 in Luxembourg. His profound market knowledge and expertise in Luxembourg Banking and Investment Management Industry covers: Depositary banking, Wealth Management, Migrations, Restructuring, IT Transformation, Alternative Investments, Regulatory topics, and Project Management. Frank has recently coordinated a large-scale bank transformation project for a major German banking group in Luxembourg. In that respect, he mainly acted as Lead PMO during the evaluation and migration phase to a new core banking system for the Operations stream. Furthermore, he coordinated various internal and external stakeholders while a team of up to fifteen staff on the ground. Frank is a German native speaker and speaks English fluently. He is a German “Bankkaufmann” and holds certification “Operations Certificate Program by ICMA” as well as “Prince2 (Foundationer)”.

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Christian Bednarczyk

Christian Bednarczyk

Partner | International Tax
+352 451 454 467

Christian has over sixteen years of international tax experience in the alternative investment industry. He provided tax advice to major multinational companies in different industries and alternative investment funds specializing in private equity, real estate, private debt and infrastructure. Christian was previously based in Miami and Houston where he has advised his clients on U.S. federal income tax matters in the private equity and real estate business. He is now leading the AIF tax reporting solution. He is a licensed CPA in Texas and Florida and a member of the American Institute of Certified Public Accountants.

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Harald Thul

Harald Thul

Partner | Audit & Assurance
+352 621 41 2697

Harald is an audit Partner within Deloitte Luxembourg and is part of the PERE industry group. He has over 19 years of experience in the financial and non-financial services in Luxembourg as auditor and at a trust company. He is specialised in the audit of regulated and unregulated Private Equity and Real Estate structures reporting under IFRS and/or Lux GAAP on standalone and consolidated basis. Harald has extensive experience in IFRS accounting topics and is co-chairman of the REIF Best Practice Fund Operations working group of the Luxembourgish Fund Association, ALFI. Harald is a qualified Luxembourg Réviseur d’Entreprises.  

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