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Episódio 7 - Modelos operacionais de gestão de ativos

FS Transfer Pricing Decoded – A global tax podcast series

Este episódio, gravado no verão de 2021, discute fatores no sector da gestão de ativos que tiveram um impacto nos modelos operacionais (incluindo regulamentação, ambiente de mercado e tecnologia) e as considerações associadas aos preços de transferência.

Oiça o FS Transfer Pricing Decoded

Tópicos abordados:

  • Alterações no enquadramento jurídico e nos modelos de funcionamento dos gestores de ativos na Europa.
  • Novos desenvolvimentos no Reino Unido sobre as alterações previstas nas estruturas/domicílios dos fundos após o Brexit.
  • O que se passa com o setor da gestão de activos na Ásia e a entrada de operadores estrangeiros no mercado asiático.
  • O impacto da tecnologia através de novas plataformas de distribuição, robo-advisors e RegTech no setor.

Oradores

Greg Martin

Deloitte - Reino Unido
Greg is a Partner in the Financial Services Transfer Pricing team and has 17 years of experience in the Transfer Pricing and Corporate Tax sectors. He advises clients on appropriate transfer pricing policies, supporting documentation, and dealing with tax authority challenge. His specific industry focus is investment management including private equity and real estate. Greg is a Chartered Tax Advisor with the Chartered Institute of Taxation, and has a degree in Economics from the University of Warwick, UK.
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Jon Gemus

Deloitte - Global
Jon is a Principal in Deloitte’s New York transfer pricing practice. He is the Americas Investment Management transfer pricing industry leader and has experience working with a wide array of clients on engagements spanning planning, documentation, controversy and APAs, with a particular focus on financial transactions and valuations.
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