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Executive course

Advances in Asset Allocation Seminar

Training : Advances in Asset Allocation Seminar

Date : Mon, 15/05/2017   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. Cutting-edge concepts will be discussed and illustrated using Excel spreadsheets that delegates can take away. This exclusive event, presented in a highly accessible manner, will take place in London on May 15-17, 2017. 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. »

Multi-Asset Investment Products and Solutions

Training : Multi-Asset Investment Products and Solutions

Date : Tue, 21/03/2017   for 3 Days

Country : USA

City : New Haven

The aim of this three-day seminar is to equip participants with practical tools to improve asset allocation and risk management decision processes, and to implement novel investment management approaches. »

Multi-Asset Investment Products and Solutions

Training : Multi-Asset Investment Products and Solutions

Date : Tue, 07/03/2017   for 3 Days

Country : UK

City : London

The aim of this three-day seminar is to equip participants with practical tools to improve asset allocation and risk management decision processes, and to implement novel investment management approaches. »

Investment Performance Measurement

Training : Investment Performance Measurement

Date : Wed, 17/05/2017   for 2 Days

Country : UK

City : London

This practical two day training run by a former senior banker has been designed for anyone who needs to understand the fundamentals of measuring investment performance.    The course explores all aspects of performance measurement including the calculation of returns, impact of different benchmarks and adjusting performance for risk taken. Through the analysis of the best current industry practice you will learn how to set up, maintain and improve performance measurement systems within your organisation. »

International Trade Finance – London

Training : International Trade Finance – London

Date : Mon, 27/03/2017   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. »

AML & KYC Compliance

Training : AML & KYC Compliance

Date : Wed, 28/06/2017   for 1 Day

Country : UK

City : London

This 2-day intensive course is designed for bankers and professionals working in the financial services industry to provide them with a better understanding of: Money laundering and terrorist financing Suspicious transaction reporting and suspicious activity indicators Customer due diligence and record keeping and International regulatory standards  »

AML & KYC Compliance

Training : AML & KYC Compliance

Date : Mon, 20/03/2017   for 1 Day

Country : UK

City : London

This 2-day intensive course is designed for bankers and professionals working in the financial services industry to provide them with a better understanding of: Money laundering and terrorist financing Suspicious transaction reporting and suspicious activity indicators Customer due diligence and record keeping and International regulatory standards  »

The Repo Market

Training : The Repo Market

Date : Tue, 16/05/2017   for 1 Day

Country : UK

City : London

This 1 day course is designed for delegates who are either new to the business of bond repurchase agreements (repos) or want to refresh their knowledge. You will learn how repos are priced, settled and why they are transacted by different participants in the market, including pension funds, hedge funds, market makers and derivatives users.  You will also learn about bonds and key money market operations.   You will have a chance to explore applications of repos for risk management, speculation and arbitrage purposes with a particular emphasis on the relationship between the bond repo market and derivatives such as swaps and exchange traded bond futures.   »

International Payments

Training : International Payments

Date : Tue, 21/03/2017   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. »

International Securities Settlements & Custodial Services - 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 serv »

International Securities Settlements & Custodial Services - Dubai

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 serv »

Equity Valuation & Analysis

Training : Equity Valuation & Analysis

Date : Mon, 15/05/2017   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.    »

Family Office & Wealth Management

Training : Family Office & Wealth Management

Date : Thu, 23/03/2017   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. »

UCITS Funds

Training : UCITS Funds

Date : Mon, 27/03/2017   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 : Mon, 15/05/2017   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 : Tue, 21/03/2017   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. »

Strategic Corporate Governance

Training : Strategic Corporate Governance

Date : Sun, 19/03/2017   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.  »

FATCA Compliance

Training : FATCA Compliance

Date : Wed, 22/03/2017   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, 28/03/2017   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. »

CRS – Common Reporting Standard

Training : CRS – Common Reporting Standard

Date : Sun, 09/04/2017   for 1 Day

Country : United Arab Emirates

City : Dubai

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! »

CRS – Common Reporting Standard

Training : CRS – Common Reporting Standard

Date : Thu, 23/03/2017   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! »

CASS – Managing Client Money & Assets

Training : CASS – Managing Client Money & Assets

Date : Wed, 17/05/2017   for 1 Day

Country : UK

City : London

This very practical 1 day course conducted by an expert with over 20 years of experience within the sector will provide a thorough overview of the CASS regulation, its scope and requirements and prepare participants to effectively comply with it. You will learn about the principles of clients' money and asset protection, how to segregate and hold funds and keep records. You will also learn about the reporting requirements and how to set up all the processes and operations in order to stay compliant. »

CASS – Managing Client Money & Assets

Training : CASS – Managing Client Money & Assets

Date : Mon, 27/03/2017   for 1 Day

Country : UK

City : London

This very practical 1 day course conducted by an expert with over 20 years of experience within the sector will provide a thorough overview of the CASS regulation, its scope and requirements and prepare participants to effectively comply with it. You will learn about the principles of clients' money and asset protection, how to segregate and hold funds and keep records. You will also learn about the reporting requirements and how to set up all the processes and operations in order to stay compliant. »

AML & KYC Compliance

Training : AML & KYC Compliance

Date : Tue, 06/12/2016   for 2 Days

Country : UK

City : London

The FCA has increased its efforts to fight every aspect of financial crime: Money laundering, terrorist financing, market manipulation and data theft. Along with partner agencies, the FCA looks towards the firms they regulate when combating financial crime. Firms are required to work together with the FCA and the international community in their efforts to make it harder for criminals to exploit their businesses and their clients. »

EMIR

Training : EMIR

Date : Thu, 10/11/2016   for 1 Day

Country : UK

City : London

EMIR introduces a number of complex issues and creates challenges and risks on one side and opportunities on the other side for all market participants, mainly banks, asset managers and other financia »

CASS – Managing Client Money & Assets

Training : CASS – Managing Client Money & Assets

Date : Wed, 19/10/2016   for 1 Day

Country : UK

City : London

This very practical 1 day course conducted by an expert with over 20 years of experience within the sector will provide a thorough overview of the CASS regulation, its scope and requirements and prepare participants to effectively comply with it. You will learn about the principles of clients' money and asset protection, how to segregate and hold funds and keep records. You will also learn about the reporting requirements and how to set up all the processes and operations in order to stay compliant. »

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. »

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. »

features

Awards

Hedgeweek Global Awards 2017

Hedgeweek Global Awards 2017

Thu, 06/04/2017 - 14:14

GFM Events

James Williams, Global Fund Media

Shaping smarter performance

Wed, 29/03/2017 - 10:44

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 11:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 13:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 15:43

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