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14:00-14:30 Registration and (virtual) networking
14:30-14:35 Introductory remarks by the moderator
14:35-15:10 Introductory remarks by speakers
15:10-16:10 Panel discussion and Q&A
Senior Manager, Deloitte
Biography is coming soon.
Head of Unit, Securities Markets, European Commission
Mr Lueder is head of the unit dealing with investment funds at the European Commission's Internal Market department. The unit is responsible for developing European policy in the area of investment funds. This involves drafting legislative proposals, implementing measures and pre-legislative impact studies. The unit currently administers the EU rules applicable to collective investment schemes (UCITS) and those applicable to alternative investment fund managers (AIFMD). The unit represents the Commission in Council and Parliament as well as with the European Securities and Markets Authority (ESMA). Previously, from January 2005 to April 2011, Mr Lueder was head of the copyright unit. He represented the Commission in Council and Parliament. He also represented the Community and its Member States in the World Intellectual Property Organisation (WIPO). From 2002 to 2004 he was the Commission's spokesman for antitrust and state aid policy. He joined the European Commission's antitrust department in 1999, after having worked for several years as a lawyer in private practice. Mr Lueder holds a doctorate from the University of Tübingen (Germany) and a diploma awarded by the College of Europe in Bruges (Belgium).
Chief Legal Officer, S&P Dow Jones Indices
Joe DePaolo is the Chief Legal Officer of S&P Dow Jones Indices (S&P DJI) and Associate General Counsel of S&P Global. In this role, Joe is responsible for all legal matters of S&P DJI, including transactions, regulatory matters, disputes, and intellectual property issues, and manages a team that provides solutions-oriented legal support across the organization. Joe has been in the Global Legal & Regulatory Affairs Department of S&P Global for more than a decade and prior to becoming the Chief Legal Officer of S&P Dow Jones Indices he supported the various other business divisions across S&P Global. Prior to joining S&P Global, Joe worked at Salomon Smith Barney. Joe holds a JD from Brooklyn Law School and a bachelor’s degree in economics from Gettysburg College.
Managing Director, BVI
Rudolf Siebel is responsible for Legal, Statistics & Research and IT at BVI, the German Investment Funds Association. Mr. Siebel represents the interests of the fund industry on the Technical Committee at the German Federal Financial Supervisory Authority (BaFin). He is a member of the European Commission Expert Group on European Financial Data Space (EFDSEG) and the associated Open Finance sub-group. He was appointed to the Product Advisory Committee of the Digital Token Identifier Foundation (DTI PAC). He is also a board member of the German Asset Management Standards Committee (GAMSC) the Country Sponsor of the GIPS in Germany. He was a member of the ESMA Post Trade Standing Committee Consultative Working Group (PTSC CWG), the EU Commission European Post Trade Forum (EPTF), and the German SEPA payments council jointly organized by the German treasury BMF and Deutsche Bundesbank. Furthermore he was Chair of the Trading, Reporting & Market Infrastructures Standing Committee (TMR SC) of the European Fund and Asset Management Association (EFAMA) until the end of 2021. Until April 2019 he served also as Vice Chair of the International Securities Market Practice Group (SMPG). Previously, he was a Vice President - Senior Credit Officer - with Moody´s Investors Service and responsible for analysing and rating money market, bond investment funds as well as life insurance. Mr. Siebel started his career as counsel for securities investment and international law with BVI. He is a trained German lawyer (Rechtsanwalt) and holds a Master of Law degree from Georgetown University, Washington D.C.
Senior Policy Officer, ESMA
Chantal Sourlas is a Senior Policy Officer within the Ratings, Indices and Securitisation Department at the European Securities and Markets Authority (ESMA). Within the Benchmarks Team she acts as the Rapporteur for ESMA’s Benchmarks Network of experts. At ESMA she has also contributed to a number of workstreams on Sustainable Finance and has been a member of the European Commission’s Technical Expert Group developing a Technical Advice to the European Commission on Climate benchmarks and ESG disclosures for benchmarks. Before joining ESMA, she worked as a market risk manager and senior auditor in the banking sector.