ESG Funds and Global Trends – Luxembourg's Role in Sustainable Investing

Includes a Live Web Event on 02/12/2025 at 10:00 AM (EST)

Join us for an insightful session on the growing importance of sustainable investment funds and their incorporation of ESG (environmental, social and governance) factors in the global investment landscape, with a special focus on Luxembourg’s pivotal role in this space. This webinar will explore recent developments for ESG funds and how they can align with international standards or regulatory frameworks, including the Corporate Sustainability Reporting Directive (CSRD).


Our expert panel will share trends driving ESG fund adoption, and highlight real-world success. Gain valuable insights to help position your firm for success in the fast-evolving ESG ecosystem.


Learning Outcomes 

-Understand Luxembourg’s leadership in the ESG fund space and recent developments of the sustainable finance framework

-Explore trends in ESG investing

-Gain practical insights on challenges regarding CSRD compliance and their implications for ESG fund management

-Discover proposals to enhance ESG fund adoption and drive sustainable investment growth


Target audience

Professionals within the global asset management and investment fund industry, including in the private assets space, focused on Fund and Investment Compliance, Fund Accounting, Risk Management, Portfolio Management, Operations, and Legal


This program is sponsored by:

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CPE INFORMATION:

Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Specialized Knowledge

Program Level: Basic 

Delivery Method: Group-Internet Based

Advanced Preparation: None 


CE Credits Redeemable with Investments & Wealth Institute™ (IWI)

Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.

To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf. 

The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.

CPEs Earned: 1 

Continuing Education Topic: Wealth Management

Program Format: Live Webinar 


CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org

Please note by registering for this webinar, you are consenting to Nicsa sharing your information with the sponsor of this webinar, who may subsequently contact you. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy


Please note by registering for this webinar, you are consenting to Nicsa sharing your information with the sponsor of this webinar, who may subsequently contact you. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy

Denise Voss (Moderator)

Chairwoman

LuxFLAG

Denise Voss is a Non-Executive Director and Chairwoman of flagship funds of major fund promoters.

Denise has worked in the financial industry in Luxembourg since 1990.  She retired from Franklin Templeton in 2020 after 25 years, where she was a Conducting Officer and Director of Franklin Templeton’s Luxembourg management company. Prior to that she worked for 10 years at Coopers & Lybrand in Boston, USA and Luxembourg. She obtained a BA from Tufts University, and an MSc in accountancy from Bentley University.  Ms Voss is currently Chairwoman of LuxFLAG, an agency supporting the financing of sustainable development and a board member of Accelerating Impact Finance Luxembourg.  She is also Chairwoman of the EFAMA Investor Education Platform, was Chairwoman of ALFI from 2015-2019, a member of the ALFI board from 2007-2019 and is currently a member of the ALFI Strategic Board.

Thomas Goericke

Partner

Elvinger Hoss

Tom Göricke’s practice focuses on collective asset management and investment funds with a specific focus on rules regarding sustainable finance and ESG. Tom advises clients on the set-up and structuring of their Luxembourg investment fund operations as well as on regulatory matters. He leads the firm’s sustainable finance task force and actively participates in various industry association working groups on this subject. Prior to joining the firm, Tom trained as a solicitor of England and Wales. Member of the British Chamber of Commerce legal group. Chairman of the ALFI Responsible Investing Committee working group H1 – (SC) RI Legal and Policy. Member of ALFI working groups on sustainable finance. Member of the Luxembourg Bar since 2010. Member of the Law Society of England and Wales since 2009. Solicitor of England and Wales since 2009.

Agathi Pafili

Vice President, Head of Government Relations

Capital Group

Agathi Pafili is Vice President at Capital Group and is head of Europe government and regulatory affaits. She has 21 years of policy and industry experience and has been with Capital Group for over 5 years. Prior to joining Capital, Agathi was a senior policy advisor at the European Funds and Asset Management Association. Before that, she worked in the European Parliament as policy advisor fand head of office for Members of the Economic and Monetary Affairs Committee. She holds a master's degree in international and European law and is a member of the Athens Bar Association. Agathi is based in Brussels.

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Webinar
02/12/2025 at 10:00 AM (EST)  |  60 minutes
02/12/2025 at 10:00 AM (EST)  |  60 minutes
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NASBA Certificate
1.00 CPE Credits credit  |  Certificate available
1.00 CPE Credits credit  |  Certificate available
IWI Certificate
1.00 Program ID: credit  |  Certificate available
1.00 Program ID: credit  |  Certificate available