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London : Events and Training

Advances in Asset Allocation Seminar

Training : Advances in Asset Allocation Seminar

Date : Tue, 22/11/2016   for 3 Days

Country : UK

City : London

The renowned Advances in Asset Allocation Seminar is an intensive three-day course that will provide participants with an in-depth appreciation of the concepts and techniques that will shape the future of investment management.  This exclusive event, presented in a highly accessible manner, will take place in London on November 22-24. The course will be led by Professor Lionel Martellini, a seasoned instructor who combines academic expertise and industry experience. Each afternoon of the seminar is dedicated to integrative case studies providing practical applications in both the institutional and individual money management contexts, drawing examples from asset-only and asset-liability management perspectives. »

Advances in Asset Allocation Seminar

Event : Advances in Asset Allocation Seminar

Date : Tue, 22/11/2016   for 3 Days

Country : UK

City : London

The renowned Advances in Asset Allocation Seminar is an intensive three-day course that will provide participants with an in-depth appreciation of the concepts and techniques that will shape the future of investment management. This exclusive event, presented in a highly accessible manner, will take place in London on November 22-24. The course will be led by Professor Lionel Martellini, a seasoned instructor who combines academic expertise and industry experience. Each afternoon of the seminar is dedicated to integrative case studies providing practical applications in both the institutional and individual money management contexts, drawing examples from asset-only and asset-liability management perspectives. »

SS&C 'The View From Within'

Event : SS&C 'The View From Within'

Date : Wed, 05/10/2016 - 17:00

Country : UK

City : London

Join SS&C's founder and CEO Bill Stone for a series of topical discussions with leading investment management executives from the asset management, hedge fund, and private equity sectors (full speaker list below).   Agenda   17.00:  Welcome drinks 17.30:  CEO address - Bill Stone, CEO & Founder, SS&C 17.45:  Market update - Rahul Kanwar, Global Head of Alternatives, SS&C 18.00:  The View From Within Fireside chat with Jeremy Ghose, CEO, 3i Debt Management and Bill Stone Panel discussion focused on trends in asset management, moderated by Stephanie Miller, Managing Director, SS&C with: Andrew O'Callaghan, Asset & Wealth Management Leader, PwC Daniel Page, Head of Asset Management Advisory, KPMG (Ireland) Roy Stockell, Head of Wealth and Asset Management EMEIA, EY  Fireside chat with Leda Braga, CEO, Systematica Investments and Bill Stone 19.15   Networking drinks and canapés »

6th AIFM Directive 2016 Conference: Private Equity post Brexit

Event : 6th AIFM Directive 2016 Conference: Private Equity post Brexit

Date : Tue, 29/11/2016   for 1 Day

Country : UK

City : London

Brexit: what will it mean for Private Equity and Venture Capital?   »

Family Office Forum London

Event : Family Office Forum London

Date : Tue, 04/10/2016   for 2 Days

Country : UK

City : London

The Family Office Forum London is the meeting of genuine* Family Offices based in England.   The Family Office Forum London, 4 – 5 October 2016 has a simple formula: More Family Officers and Principals than solution providers on stage. More Family Officers and Principals than solution providers in the audience.   Expect 100+ Family Offices, Principals and CIOs attending.   No product presentations or specific pitches - topics covered are key issues of Principals and Family Offices based in England, such as Allocation, Family Governance, Operations or Tools. »

NPL Europe Autumn 2016

Event : NPL Europe Autumn 2016

Date : Thu, 29/09/2016   for 2 Days

Country : UK

City : London

Following on from the outstanding success of NPL Europe Spring 2016, we now bring you the FOURTH edition of the NPL Europe summit, once again bringing together key originators, investors, servicers and financiers from all over Europe to London. »

FIMA

Event : FIMA

Date : Wed, 02/11/2016   for 2 Days

Country : UK

City : London

FIMA attracts the highest number of top banks and asset management companies and provides the best opportunity to increase your visibility in the financial data world – critical to your personal career development. »

Energy Trading Operations and Technology Summit 2016

Event : Energy Trading Operations and Technology Summit 2016

Date : Wed, 05/10/2016   for 3 Days

Country : UK

City : London

Now in its 8th edition, ETOT will be back to London this autumn to welcome once again CIOs, COOs, Heads of Back office, IT Managers, Operations Managers from leading energy trading companies across Europe, such as E.ON, Gazprom, GDF Suez, Endesa, RWE, OMV, Vattenfall, Axpo, Iberdrola, CEPSA, Enel, Edison, etc. »

Governance in the Family Business

Training : Governance in the Family Business

Date : Wed, 07/12/2016   for 2 Days

Country : UK

City : London

This highly practical 2 day course examines the best practices in the governance of family businesses. You will have a chance to examine different challenges facing family businesses and explore the range of effective governance tools, structures and mechanisms available.   Conducted by a trainer with over 20 years of international experience in family businesses and wealth management advisory this programme will equip you with a solid understanding of available strategies and help assess the best ones for your organisation.  »

Strategic Corporate Governance

Training : Strategic Corporate Governance

Date : Thu, 01/12/2016   for 2 Days

Country : UK

City : London

High-quality corporate governance leads to better-run companies, which create, grow and protect value for all their stakeholders.    During this highly practical 2 day course conducted by a senior industry expert and practitioner, you will have a chance to learn about the best current practices in corporate governance. Through thought-provoking discussions you will be able to assess the strength and weaknesses of the governance structure within your own organisation, and identify where change and improvement is needed for your company to become more effective in creating value, resilient in times of market turbulence, and sustainable into the longer term. »

International Trade Finance

Training : International Trade Finance

Date : Mon, 28/11/2016   for 2 Days

Country : UK

City : London

This intensive 2 day course has been tailored for professionals in banking, commerce and trade and industry who need to gain a closer understanding of International Trade Finance.   The course provides a comprehensive foundation of all aspects of International Trade Finance in a global context covering the key concepts, practices and current developments.   This course will be of special interest to banking and commercial professionals, who wish to expand their knowledge base, enhance their expertise and advance their careers into the international trade finance arena. »

International Securities Settlements & Custodial Services

Training : International Securities Settlements & Custodial Services

Date : Mon, 28/11/2016   for 2 Days

Country : UK

City : London

This training program is designed to provide delegates with practical knowledge about the key concepts, systems, processes and procedures in international securities settlement and custodial services as well as operational risks involved. Participants will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved. »

UCITS Funds

Training : UCITS Funds

Date : Mon, 17/10/2016   for 1 Day

Country : UK

City : London

This practical one day course is designed to provide an insight into the area of UCITS, showing how funds may select eligible assets and demonstrate how these instruments may be employed to achieve different investment objectives. »

Mastering Operational Risk

Training : Mastering Operational Risk

Date : Thu, 07/07/2016   for 2 Days

Country : UK

City : London

This highly practical 2 day course will help you explore the best current practice in operational risk management. You will learn how to identify and prevent occurrence of risks in the business context, assess risk appetite within your organisation, set up the most effective risk management framework as well as strategies for risk monitoring and reporting.   You will also learn about the latest key regulatory requirements affecting operational risk management from Basel II/II and MiFID to Senior Managers & Certification Regime (SMCR), which will commence on 7 March 2016. »

Mastering Operational Risk

Training : Mastering Operational Risk

Date : Thu, 29/09/2016   for 2 Days

Country : UK

City : London

This highly practical 2 day course will help you explore the best current practice in operational risk management. You will learn how to identify and prevent occurrence of risks in the business context, assess risk appetite within your organisation, set up the most effective risk management framework as well as strategies for risk monitoring and reporting.   You will also learn about the latest key regulatory requirements affecting operational risk management from Basel II/II and MiFID to Senior Managers & Certification Regime (SMCR), which will commence on 7 March 2016. »

Family Office & Wealth Management

Training : Family Office & Wealth Management

Date : Mon, 05/12/2016   for 2 Days

Country : UK

City : London

This 2 day practical programme for family office representatives and wealth managers explores the best strategies for preserving family wealth and managing a modern family office.   You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning. You will also learn about the operational setting and asset allocation, cost and risk management, tax advisory and philanthropy.   Run by an expert in family office and services for high net worth clients this course focuses on the latest market trends and effective wealth preservation strategies. »

Family Office & Wealth Management

Training : Family Office & Wealth Management

Date : Mon, 03/10/2016   for 2 Days

Country : UK

City : London

This 2 day practical programme for family office representatives and wealth managers explores the best strategies for preserving family wealth and managing a modern family office.   You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning. You will also learn about the operational setting and asset allocation, cost and risk management, tax advisory and philanthropy.   Run by an expert in family office and services for high net worth clients this course focuses on the latest market trends and effective wealth preservation strategies. »

FATCA Compliance

Training : FATCA Compliance

Date : Mon, 03/10/2016   for 1 Day

Country : UK

City : London

With US FATCA legislation now published, the major focus is now on Reporting Solutions Considerations that are effective but not commercially onerous or operationally disruptive.    A number of key drivers for success continue to impact the consistency and methods of how new accounts are opened, the Know Your Client (KYC) process, data management, income identification, financial accounts identification, and to a larger extent business processes that support customer identification, classification and disclosure.  What solution is key to the success of FATCA Reporting? Are their economical benefits in the segregation of US activities or re-organizing business functions to achieve compliance easily?   This intermediate level course explores FATCA requirements and guidance as set out by HMRC but is also relevant for participants from abroad.  »

Regulations & Operational Compliance for Funds

Training : Regulations & Operational Compliance for Funds

Date : Tue, 18/10/2016   for 1 Day

Country : UK

City : London

This practical one day workshop conducted by a fund management veteran will equip you with the most up-to-date knowledge about the latest regulation requirements which apply to the operations of authorised funds. You will have a chance to explore the impact of MiFID 2, AIFMD, the latest developments in UCITS Funds as well as the key regulations in the FCA COLL sourcebook and RDR. »

CRS – Common Reporting Standard

Training : CRS – Common Reporting Standard

Date : Tue, 04/10/2016   for 1 Day

Country : UK

City : London

The Automatic exchange of financial account information is about improving transparency in the fight against tax evasion and in so doing protecting the integrity of the tax systems of the Participating Jurisdictions. Set up by OECD, CRS - Common Reporting Standard is an effort to coordinate globally efforts to increase tax transparency and will have a major impact on reporting requirements of financial institutions.   This highly practical 1 day course provides an overview of AEI reporting requirements but with strong focus on the reporting requirements of CRS/DAC and highlights the differences that apply under the other two regimes as well as FATCA. Conducted by an experienced City practitioner, the programme focuses on pragmatic aspects of setting up CRS framework and becoming compliant.    You may be also interested in our FATCA course – register for both and save additional £100! »

MiFID Transaction Reporting

Training : MiFID Transaction Reporting

Date : Wed, 28/09/2016   for 1 Day

Country : UK

City : London

The original MiFID Transaction Reporting provides a platform for European Market participants to gain an appreciation of changes introduced by MiFID II and get ahead of the forthcoming MiFIR Transaction Reporting through developing a reporting model to suit their business.   This one-day course conducted by a City expert provides an overview of the original MiFID transaction reporting, identifies the changes introduced by MiFID II, discuss MiFIR and highlights how MiFID can help pave the way for better MiFIR Transaction Reporting. »

AIFMD

Training : AIFMD

Date : Thu, 29/09/2016   for 1 Day

Country : UK

City : London

This highly practical 1 day course conducted by a senior compliance practitioner will explore the AIF industry, the components of an AIF structure, distribution and passport requirements. You will also learn about the registration and authorisation processes for AIFMs and regulatory reporting requirements. Finally, you will have a chance to learn in more detail about the AIFMD legislation and the latest market developments.  »

International Trade Finance

Training : International Trade Finance

Date : Wed, 08/06/2016   for 2 Days

Country : UK

City : London

This intensive 2 day course has been tailored for professionals in banking, commerce and trade and industry who need to gain a closer understanding of International Trade Finance.     The course provides a comprehensive foundation of all aspects of International Trade Finance in a global context covering the key concepts, practices and current developments.    This course will be of special interest to banking and commercial professionals, who wish to expand their knowledge base, enhance their expertise and advance their careers into the international trade finance arena. »

International Payments

Training : International Payments

Date : Wed, 21/09/2016   for 2 Days

Country : UK

City : London

This practical 2 day course has been tailored for banking professionals who have some experience in domestic payments and want to expand their knowledge of international payments. You will explore the key principles, concepts, practices and current developments in the international payments.   You will have a chance to learn about the principles of foreign exchange and currency, high-value global payments, purpose and role of SWIFT and CLS, global clearing and settlement mechanisms as well as about liquidity management, international trade facilitation, risk management, and legal and regulatory issues.   Who should attend? This course will be of special interest to payment professionals with some experience who wish to expand their knowledge base and advance their careers into the global payments arena. »

International Securities Settlements & Custodial Services

Training : International Securities Settlements & Custodial Services

Date : Wed, 08/06/2016   for 2 Days

Country : UK

City : London

This training program is designed to provide delegates with practical knowledge about the key concepts, systems, processes and procedures in international securities settlement and custodial services as well as operational risks involved. Participants will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved. »

Equity Valuation & Analysis

Training : Equity Valuation & Analysis

Date : Thu, 28/04/2016   for 2 Days

Country : UK

City : London

This intensive 2 day course will equip you with the skills required to effectively evaluate companies and assets. Conducted by a former City banker the course starts with an overview of different equity valuation methods and explains fundamental framework.  Working through models and case studies based on real companies you will have a chance to go through various ratios including cash flows, discount rates and periods, DCF, capital structure and understand the important parameters that can cause the valuation to break down if overlooked.  »

UCITS Funds

Training : UCITS Funds

Date : Mon, 20/06/2016   for 1 Day

Country : UK

City : London

This practical one day course is designed to provide an insight into the area of UCITS, showing how funds may select eligible assets and demonstrate how these instruments may be employed to achieve different investment objectives.   You will learn about the main characteristics of UCITS, their structure and objectives as well as about the key risk and performance indicators. Setting up funds in different jurisdictions and organising fund management and oversight will be discussed in detail.    You will learn about the regulatory reporting requirements, fund authorisation and distribution process as well as about organising effective governance and compliance monitoring structures. »

Mastering Operational Risk

Training : Mastering Operational Risk

Date : Thu, 23/06/2016   for 2 Days

Country : UK

City : London

This highly practical 2 day course will help you explore the best current practice in operational risk management. You will learn how to identify and prevent occurrence of risks in the business context, assess risk appetite within your organisation, set up the most effective risk management framework as well as strategies for risk monitoring and reporting.   You will also learn about the latest key regulatory requirements affecting operational risk management from Basel II/II and MiFID to Senior Managers & Certification Regime (SMCR), which will commence on 7 March 2016.   Conducted by an expert with over 18 years of practical experience gained in the City and in major organisations worldwide, this intensive training course explores the best current practices and standards in operational risk management.   You will consolidate your knowledge through a series of exercises and case studies using real-life business situations. »

FATCA Compliance

Training : FATCA Compliance

Date : Wed, 15/06/2016   for 1 Day

Country : UK

City : London

With US FATCA legislation now published, the major focus is now on Reporting Solutions Considerations that are effective but not commercially onerous or operationally disruptive.    A number of key drivers for success continue to impact the consistency and methods of how new accounts are opened, the Know Your Client (KYC) process, data management, income identification, financial accounts identification, and to a larger extent business processes that support customer identification, classification and disclosure.  What solution is key to the success of FATCA Reporting? Are their economical benefits in the segregation of US activities or re-organizing business functions to achieve compliance easily?   This intermediate level course explores FATCA requirements and guidance as set out by HMRC but is also relevant for participants from abroad.  »

Regulations & Operational Compliance for Funds

Training : Regulations & Operational Compliance for Funds

Date : Tue, 21/06/2016   for 1 Day

Country : UK

City : London

This practical one day workshop conducted by a fund management veteran will equip you with the most up-to-date knowledge about the latest regulation requirements which apply to the operations of authorised funds. You will have a chance to explore the impact of MiFID 2, AIFMD, the latest developments in UCITS Funds as well as the key regulations in the FCA COLL sourcebook and RDR.   You will also learn about the transfer agency and fund accounting, concentrating on high risk areas where mistakes frequently occur, such as fund pricing and will examine case studies. Finally, you will work through the techniques and examples of “intelligent oversight” which can greatly simplify the identification and resolution of administration problems. Examples are provided of due diligence questionnaires and oversight reports. »

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