Operational Tax Forum for the Asset Management industry

Operational Tax Forum for the Asset Management industry

Gain valuable insights and updates from speakers from the EU Commission, EFAMA and ALFI, industry peers as well as EY experts on the key operational tax challenges of today and tomorrow.

Join us to learn about the fast-evolving tax landscape impacting Asset Managers and Asset Servicers, network with your peers, meet industry and EY experts from Luxembourg, Germany, Denmark, Ireland, the UK, and equip yourself with the knowledge as well as awareness of tools and technology for your business and daily tasks.

Be sure to register for the event to reserve your spot.

We look forward to welcoming you to this insightful conference!

AGENDA:

8:30 a.m.

Registration & Welcome Coffee

9:30 a.m. 

Introduction

  • Rosheen Dries, Partner, EMEIA Wealth and Asset Management Tax Leader, EY Luxembourg

9:45 a.m.  

Update on reporting requirements (AEOI) and administrative procedures

  • Patrice Fritsch, Partner, Tax, EY Luxembourg
  • Dan Zandona, Partner, Business Tax Services, EY Luxembourg

10:45 a.m.  

Overview of the new and complex withholding tax system in Germany

  • Rainer Mathias Fieß, Partner, EY Germany

11:30 a.m.   

Ensuring responsible tax behavior to enhance ESG compliance with technology

  • Vanessa Müller, Partner, Consulting, EY Luxembourg
  • Hans From, Executive Director, Tax, EY Denmark
  • Joseph Asmar, Senior Manager, Consulting, EY Denmark

12:15 p.m.  

Lunch

1:30 p.m.  

Latest insights on FASTER from members of the EU Commission, EFAMA and ALFI

  • Lourdes Bustos, Policy Officer at DG TAXUD Unit D.2, Direct Tax Policy & Cooperation, European Commission
  • Vilma Domenicucci, Head of Tax, Association of the Luxembourg Fund Industry (ALFI)
  • Rosheen Dries, Partner, EMEIA Wealth and Asset Management Tax Leader, EY Luxembourg

2.30 p.m.  

Transforming your tax department to be fit for the future

  • Norman Finster, Partner, Alternative Investments Leader, EY Luxembourg
  • Alessandro Pascale, Partner, Accounting, EY Luxembourg

3:00 p.m.  

Coffee break

3:30 p.m.  

Opportunities for tax compliance with the use of AI/GenAI technology

  • Ajay Bali, Partner, Digital Emerging Technologies and Data Solutions Leader, EY Luxembourg
  • Leonardo de Figueiredo, Senior Associate, EY Luxembourg
  • Tanguy Christophe, Assistant, Business Tax Services, EY Luxembourg

4:15 p.m.  

Latest developments on fund structures and compliance in Luxembourg as well as Ireland

  • Vincent Remy, Partner, Private Debt Leader, EY Luxembourg
  • Christian Weines, Partner, Tax, Global Compliance & Reporting, EY Luxembourg
  • Sinead Colreavy, Partner, Tax, EY Ireland

5:00 p.m.  

BEPS P2 and what remains to be done to be compliant

  • Marie-Sophie Hélier, Partner, ITTS Banking and Insurance, EY Luxembourg
  • Olivier Bertrand, Partner, Tax Private Equity, EY Luxembourg

5:45 p.m.  

Wrap up

  • Rosheen Dries, Partner, EMEIA Wealth and Asset Management Tax Leader, EY Luxembourg

6:00 p.m.  

Networking drinks
Related topics Tax

Presenters

Photographic portrait of Rosheen Dries
Rosheen Dries
 EY EMEIA Wealth and Asset Management Tax Leader; EY Luxembourg Partner
A photographic portrait of Patrice Fritsch
Patrice Fritsch
 EY EMEIA Luxembourg Tax Partner

Location EY Luxembourg, 35E avenue John F. Kennedy, Luxembourg, Luxembourg, L-1855, LU

Time 09:00 - 18:00

Register