Kristel Cools – who has nearly 20 years of experience in banking and asset management in senior roles – is Group Head of Asset Management at KBL European Private Bankers. A graduate of the University of Antwerp who holds a degree in commercial engineering, Cools previously served as Head of Group Networks at BNP Paribas Investment Partners Belgium, where she was also a member of the Executive Committee.
In this role, he is responsible for developing the business strategy and the visibility of SGSS in Luxembourg.
He has 25 years of experience in the investment funds industry. Prior to joining SGSS in 2009, Jean Pierre held several senior positions in collective investment, custody and fund administration, worked as consultant for 3 years and served as director for a number of fund management companies and funds.
He has substantial and extensive client management experience covering a broad range of fund administration services (including the core services of custody, fund accounting and transfer agency), compliance and funds corporate services.
Jean-Pierre contributes actively to ALFI and LPEA working groups, the Luxembourg funds industry trade associations aiming at promoting Luxembourg as main European Centre for investment funds. He is also a lecturer at the Luxembourg Institute for Training in Banking (IFBL).
He is a regular speaker at international seminars and conferences and was involved in MiFID II workshops organized by Markus FERBER at the European Parliament in 2015 and in 2016.
Daniel is working as Vice President for Fintech Strategy & Partnerships at J.P. Morgan. Previously, he was a management consultant at McKinsey & Company, advising global banks, asset managers, hedge funds and private equity funds. He is focusing on digital technologies and disruptive innovation, having been part of McKinsey & Company’s Big Data and advanced analytics group.
Daniel has been appointed to lead the ‘Future of FinTech’ team on behalf of the World Economic Forum. He has been an investment manager at the SBS Seed Fund since 2014, sitting on the Advisory board of two portfolio companies. He is the co-founder of TonalityTech, a start-up that provides big data based sentiment analysis solutions for corporates, sell-side analysts and hedge funds.
Daniel has been a speaker at 25+ international conferences such as TEDxBasel (Switzerland), Money20/20 Europe (Copenhagen), Impact CEE (Poland), RegTech Futures (Netherlands) Geneva Blockchain MeetUp (Switzerland), The Bitcoin Conference (Lithuania), WBS Paytech 2016 (UK), Fintech Connect Live (UK), Money20/20 (USA), Aurexia Fintech Awards (UK), Next B2B Forum – Disrupt Finance (Germany), M&A and Private Equity Conference (Germany), RYLA young leaders conference (USA) and at the Harvard HPAIR conference (Korea). He facilitated workshops at the University of Oxford (UK), the London School of Economics (UK), the WHU Otto Beisheim School of Management (Vallendar, Germany) and the Frankfurt School of Finance & Management (Germany).
Daniel completed an M.B.A. degree with Distinction at the University of Oxford, holds a Masters degree (LL.M.) in Corporate Law and was appointed a Visiting Fellow at Harvard University in 2016.
Sasho Bogoevski is Managing Director of Multi-Asset Solutions, overseeing the development of quantitative equities within AB’s Multi-Asset Group. In his previous role, he was responsible for institutional and sub-advisory relationships in the UK and Ireland. Prior to joining the firm in 2004, Bogoevski was a director at Lazard Asset Management, where he was responsible for client service and sales in the UK and parts of Europe. From 1996 to 2002, he was head of business development for Lazard in Australia. Bogoevski has also worked as a senior investment consultant with Mercer and Jacques Martin Hewitt in Australia, and as a director at Prudential Corporate Markets. He holds a BEc and a BA in politics from the Australian National University. Location: New York
Jon joined the firm in 2013. Jon is a Senior Portfolio Manager for Global Fixed Income strategies and is a member of the senior investment team that sets overall portfolio strategy for Global Investment Grade. Prior to joining the firm, Jon was employed by J.P. Morgan for 15 years. Most recently he served as Head of the Global Aggregate Team at J.P. Morgan in London. Jon received a Masters in Financial Engineering from New York University and a BSc in Applied Mathematics from the University of Iceland.
Yoram Lustig is a multi-asset portfolio manager and author. He has been professionally managing assets since 2002 and writing since 2012.
In 2013 he joined AXA Investment Managers as Head of Multi-Asset Investments UK, experiencing innovative investment techniques, such as outcome-oriented, risk premia, smart beta and factor investing, and developing a range of investment solutions. From 2009 to 2012 he was Head of Multi-Asset Funds at Aviva Investors, managing over £60 billion, focusing on institutional investors. From 2002 to 2009 he was Head of Portfolio Construction at Merrill Lynch, managing multi-asset discretionary portfolios for wealthy individuals. He began his career in 1998 as a lawyer.
Yoram’s first two books, Multi-Asset Investing and the award-winning The Investment Assets Handbook, were published by Harriman House in 2013 and 2014. His first book was translated to simplified Chinese in 2015 and translation of his second book is a work-in-progress. His latest book, the best-selling The Financial Times Guide to Saving and Investing for Retirement, was published by FT Publishing International in 2016.
Yoram serves as an external advisor to the Investment Committee of the Royal College of Nursing.
He was awarded the Chartered Advisor in Philanthropy (CAP) designation in 2007; the Professional Risk Manager (PRM) certification in 2005; the Chartered Financial Analyst (CFA) designation in 2004; an MBA from London Business School in 2002; and a law degree from Tel Aviv University in 1997. He is admitted to both the Israel and New York State Bars. When younger, he studied Electrical Engineering for two years in the Technion – Israel Institute of Technology.
Yoram lives in London; he’s married and is a father of two young children.
Olivier is Managing Director and directly responsible for the business & product development of Fundsquare, the Fund Market Infrastructure 100% owned by the Luxembourg Stock Exchange, since the 1st of February 2013. Olivier has had 18 years’ experience in the fund industry and he previously held various senior management positions at RBC Investor & Treasury Services where he was successively responsible for the setup and development of the distribution support platform, Head of Shareholder Services in Luxembourg and finally Global Head of Product Management for Shareholder Services and Distribution Support.
Gunnar Knierim joined AllianceBernstein in July 2011 as Advisor Financial Institutions. He covers semi-institutional clients ranging from asset allocators, to Fund-of-Fund Managers, Family offices and Private Banks in Germany and Luxembourg. From 2005 to 2011 he was a Senior Sales Manager at Pioneer Investments in Munich where he looked after institutional and semi-institutional clients. Prior to that he was Head of Fund-of-Funds at Warburg Invest in Frankfurt am Main. Gunnar holds a degree in business administration (Dipl.-Betriebsw.) from the Dualen Hochschule Baden-Württemberg and is a Certified European Financial Analyst (CEFA).