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SFDR in the spotlight – are asset managers ready for 10 March 2021?

03 February 2021

Join us on 3rd February for the #LuxFLAG Sustainable Finance Webinar series, focused on “SFDR in the spotlight – are asset managers ready for 10 March 2021?”.

Three webinars to take place in partnership with Arendt & Medernach, Linklaters and GSK Stockmann.



  • 09.00 am to 10.00 am – Session in partnership with Arendt & Medernach
  • 10.00 am to 11.00 am – Session in partnership with Linklaters
  • 11.00 am to 12.00 pm  – Session in partnership with GSK Stockmann






Session in partnership with Arendt & Medernach:


  • Antoine Peter: Partner / Arendt & Medernach
  • Stéphane Badey: Senior Advisor / Arendt & Medernach
  • Maria Kahane: ESG Specialist / IR Team / Edmond de Rothschild AM Head of Government Relations, Europe / Capital International Management Company
  • Agathi Pafili: Head of Government Relations, Europe / Capital International Management Company
Covered topics:
  • Practical implementation of SFDR
  • Challenges around funds categorization
  • The AMF approach and the concept of materiality.


Session in partnership with Linklaters:


  • Ruth Knox: Managing Associate at Linklaters. Ruth is an Environmental and Product Regulation lawyer who advises on the allocation and management of ESG, health and safety and product stewardship liabilities in corporate and project finance transactions.  She has led the development of the firm’s practice in respect of a number of regulatory areas including the Task Force on Climate related financial disclosures (TCFD), fiduciary duties and ESG factors, the EU Energy Efficiency Directive and UK carbon reporting.
  • Julia Vergauwen: Managing Associate at Linklaters. Julia is a Managing Associate in the funds team and one of the leading individuals within Linklaters driving the ESG initiative. She works on a cross-practice and cross-jurisdictional bases which ensures integrated and holistic ESG advice to major asset management clients. Julia has deep understanding of technicalities of the EU Sustainable Finance initiatives (including the Taxonomy Regulation and the SFDR) and the commercial aspects of sustainable finance.
  • Katherine Scott: Senior Legal Counsel at Macquarie Asset Management. Katherine is an Associate Director in the legal team at Macquarie Asset Management (MAM). In partnership with the Sustainability team, Katherine is leading the implementation of SFDR across MAM’s public and private markets businesses.  
  • Adrian Whelan: Global Head of Market Intelligence at BBH. Adrian is the Global Head of Market Intelligence and BBH and passionate about helping clients identify and interpret regulatory change. He is focused on articulating the impacts to clients and their businesses and highlighting the opportunities they can create. Through active industry engagement, Adrian acts as an advocate for our clients’ interests. He is the lead contributor to BBH’s On The Regs blog, and regularly shares insights on global regulatory topics there and across social media.  Adrian is also a regular conference speaker and contributor to trade media on all aspects of asset management. Prior to joining BBH in 2011, Adrian worked in a number of global custody banks as well as running a regulatory consulting firm.  Adrian is active with many asset management industry advocacy groups including the Investment Company Institute, Irish Funds and the Investment Association. He is a member of BBH’s Executive Sustainability Council, as well as several industry groups focused on ESG.  Adrian is also a very active and vocal contributor to diversity, equity and inclusion initiatives, including BBH BANC Networks and several external campaigns.


Ruth Knox
Julia Vergauwen
Katherine Scott
Adrian Whelan








Covered topics:

  • How does the industry deal with the data gap?
  • The application of SFDR to AIFs
  • The actual meaning of “promotion” for Art.8 funds
  • The necessity to use PAB or CTB benchmarks for Art.9 funds
  • The requirement to have only sustainable investments for Art.9 funds
  • The new ESA letter to the commission and what it could mean for the industry – e.g. what if commission’s view diverges from the industry one at last minute?
  • To what extent the draft RTS is being considered when complying with the SFDR
  • Brexit and SFDR


Session in partnership with GSK Stockmann:


  • Irina Stoliarova a Senior Associate at GSK Stockmann in Luxembourg. She has experience advising national and international clients on all legal and regulatory aspects in the fields of investment funds (UCITS, AIFs, regulated and non-regulated structures), private equity as well as corporate and M&A matters.
  • Marco Cipolla a founding partner and managing director of SELECTRA Management Company S.A., an independent UCITS management company and the authorised AIFM in Luxembourg.
  • Antonio Robert Thomas a Group CEO of Limestone Platform AS, Luxembourg Branch, an authorised AIFM and UCITS management company authorised under the laws of Estonia.


Irina Stoliarova
Marco Cipolla
Antonio Robert Thomas









Covered topics:

  • Road to 10th March: where do we stand?
  • Third party UCITS Mancos, AIFMs offering hosting solutions – are you ready for the upcoming deadline of 10 March?
  • Promoters and lack of knowledge in relation to the SFDR
  • Entity level obligations – Perception of information and difficulties in implementation of the information
  • Experiences from other jurisdictions/regulators apart from the CSSF
  • Involvement of other stakeholders in the SFDR disclosure process


Participants may also be interested in ALFI member briefing on SFDR scheduled on 02 February.


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February 3
9:00 am - 12:00 pm CET
Event Category:


+352 22 30 26-1
View Organizer Website