London

This conference examines the likely shape of future OTC Derivatives Regulation given the efforts by transatlantic regulators to achieve a shift to more centralised system of clearing and settlement.

Subjects covered:

• Current Regulatory Initiatives
• Recent Market Developments
• Clearing and Execution of the OTC Transactions
• The Future of non-CCP Cleared Products
• Increased Trade Transparency

Featuring presentations by:

David Bailey Capital Markets Sector Manager, Financial Services Authority
Theo Lubke Senior Vice-President, Banking Supervision Group, Federal Reserve
Bank of New York
Peer Ritter Financial Markets Infrastructure, Internal Markets Directorate,
European Commission

21 - 22 April 2010

IIR’s Private Equity Exit Strategies conference has been extensively researched with the market and is designed to give Private Equity professionals an in depth knowledge of exit strategies, both current and future, to enable you to deliver maximum returns to your investors.

1 - 2 March 2010

This 2 day practical course is designed to equip the delegates with a sound financial modelling skills and techniques to prepare and forecast financial statements needed in a modern corporate world. You will gain a firm understanding of the modelling process and financial ratios analysis.

9 - 10 March 2010

This 2 day course will give participants a practical understanding of portfolio creation and management techniques. Delegates will learn to analyse pros and cons of investing in bonds, equities and alternative instruments, explore methods for measuring returns and risk and explore how to build an optimal portfolio for private clients.

17 - 19 March 2010

This practical 3 day course is exploring the DCF valuation method and looking at more complex aspects of calculation of terminal value, associates, NCIs, tax and provisions as well as explains adjusted present value approach. During the second day delegates will have a chance to learn about the concept of the cost of capital and its application in practice.

This year the wealth management community has, selectively, struggled to justify itself to clients – particularly with some mediocre investment performances. Other client concerns relate to high staff turnover & the impact of non-wealth management activity within parent banks onto the wealth management business itself.
Going forward, the reputation of the organization and quality of line management and financial advice will be crucial for the wealth managers to hold onto disgruntled clients. As ever though, in adversity lies an opportunity for those managers with a business model aligning their interests with those of their clients.

As successful families become more international in their outlook so their needs become more complex and they seek cross border planning solutions.
This practical 2 day training run by a wealth manager is designed for family office and wealth management professionals. The course is examining the changing role of family office and prepares for new challenges

The Investment Management Industry Transformation and Outsourcing Strategies Forum is a one day event that offers insightful discussions on growth strategies, operational and technology challenges, alternate operating models for cost containment and increasing customer satisfaction. The forum also explores risk management strategies, increasing regulatory requirement challenges and industry best practices. Delegates will also have an opportunity to leverage an extensive networking opportunity with their peers and thought leaders.

18 - 19 March 2010

This event will herald the first substantial gathering of the covered bonds industry in 2010 with more than 700 professionals expected to attend.

23 - 24 February 2010

PROJECTED GROWTH: 160 billion by 2030. A now widely circulated Bernstein Research study projects excellent growth in the Life Settlement Industry. The U.S. secondary market for life insurance is primed for a significant infusion of investment capital. As economies stabilize, investors seek reduced volatility and stable returns.

The 2010 Life Settlement Trade Mission hosts institutional buyers, investment houses and individual managers for a three-nation trade summit on the secondary market for life insurance.

Agenda Highlights
Tax treatment of life settlements
Country-specific financial structures
Custom portfolio development
Risk mitigation strategies unique to life settlements
Retail investment