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Operational Tax for Investment Firms London
TBC 2023
London
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Conference 08:30 - 09:0030 mins
Registration & Networking
    Conference 09:00 - 09:1515 mins
    Chair's Opening Remarks
    • Ali Kazimi - Managing Director, Hansuke Consulting
    Conference 09:15 - 10:0045 mins
    Fund structures: UK Funds Regime and new investment vehicles
    • Rachel Buggle - Vice President, Product Tax EMEA, Blackrock
    • Steve Newcombe - Tax Director, Aviva Investors
    • Gavin Kan - Head of Product Tax, M&G Investments
    Conference 10:00 - 10:4545 mins
    International regulatory and substance requirement developments – ensuring preparedness
    • Carine Beidas - Director Taxation, Royal Bank of Canada
    • Michael Back - Head of Tax, Man Group
    • Harrison Bees - Head of Tax, Revcap
    • Séverine Lauratet - Tax Partner, FIDAL
    Conference 10:45 - 11:0520 mins
    Coffee & Networking
      Conference 11:05 - 11:4035 mins
      Managing changes to tax risk and governance
      • Maarten Van Der Hoeven - Senior Operational Taxes Manager, abrdn
      Conference 11:40 - 12:2545 mins
      Withholding developments – an international outlook
      • Kathy Vawter - Head of LGIM Tax, Legal & General
      • Chris Hewitt - Senior Tax Manager, The Investment Association
      • Katja Pussila - Risk Manager, Verohallinto (Finnish Tax Administration)
      • Clare Stoddard - Director, Deloitte
      • Susanne Rauscher-Nwokedi - Senior Business Analyst, SDS
      Conference 12:25 - 13:2560 mins
      Lunch
        Conference 13:25 - 14:0035 mins
        Developments in VAT
        • Matthew Rees - Group Head of Indirect Taxes, Schroders
        Conference 14:00 - 14:4545 mins
        Industry perspectives: how to cope with increased audits and authority scrutiny
        • Martin Killer - Financial Services Tax Partner, Head of Operational Tax, Grant Thornton
        • Rebecca McGerty - Head of Tax EMEA, AQR Capital Management
        • Maarten Van Der Hoeven - Senior Operational Taxes Manager, abrdn
        • Abishnan Yogarajah - Head of Asset Management Tax Operations (EMEA), UBS
        Conference 14:45 - 15:0520 mins
        Afternoon Coffee & Refreshments
          Conference 15:05 - 15:4035 mins
          Tax data and documentation – emerging challenges and how technology can help
          • Kit Dickson - Partner, PwC
          • Daniel Dzenkowski - Director, PwC
          Conference 15:40 - 16:2545 mins
          Looking ahead – regulatory developments that FIs should be aware of
          • Robert Welzel - Partner, WTS
          • Roger Exwood - Senior Investment Tax Advisory Manager, Pictet Asset Management
          Conference 16:25 - 16:3510 mins
          Chair's Closing Remarks
          • Ali Kazimi - Managing Director, Hansuke Consulting
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