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Retail Investment Strategy: key priorities

Day 2 Morning

Thursday 08 September

Room :

CONGRESS HALL 2

Speakers

Chair
Natasha Cazenave
Executive Director - European Securities and Markets Authority (ESMA)
Public Authorities
Barbara Antonides
Manager Public and International Affairs - Dutch Authority for the Financial Markets (AFM)
Fausto Parente
Executive Director - European Insurance and Occupational Pensions Authority (EIOPublic Authority Speaker)
Tsvetelina Penkova
Member of European parliament - Committee on the Internal Market and Consumer Protection, European Parliament
Guillaume Prache
Managing Director - Better Finance
Jean-Paul Servais
President - Financial Services and Markets Authority, Belgium (FSMA)
Industry Representatives
Matthew Holmes
Group Head Political and Government Affairs - Zurich Insurance Company Ltd
Simon Janin
Head of Public Affairs - Amundi

Objectives of the session

This session will first discuss the current trends of retail investment in Europe and how they are due to evolve in the present macro-economic and market context with rising interest rates, high inflation, market volatility and increasing digitalisation.

The panel will also assess the potential impact and feasibility of the main options for developing retail investment considered by the European Commission in the context of the preparation of the Retail Investment Strategy and identify the key priorities that this initiative should focus on.

Points of discussion

  1. Retail investment trends in the EU: How is retail investment evolving in the EU? How is the current macro-economic, geopolitical and market context expected to impact retail investment? What can be expected from a further digitalisation of finance in this area?
  2. Priorities for the Retail Investment Strategy: What are the main objectives that the upcoming Retail Investment Strategy (RIS) should focus on? What can be expected from a more holistic and investor-centric policy approach? Does the current supervisory framework need to be reviewed to better support cross-border retail investment?