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UK : Events and Training

Regulations & Operational Compliance for Funds

Training : Regulations & Operational Compliance for Funds

Date : Tue, 15/03/2016   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. »

AEI & CRS – Common Reporting Standard

Training : AEI & CRS – Common Reporting Standard

Date : Thu, 17/03/2016   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. »

2016 Investment Outlook Conference

Event : 2016 Investment Outlook Conference

Date : Fri, 22/01/2016 - 08:00

Country : UK

City : London

Guest Speaker Tom Dorsey, Co-Founder of Dorsey Wright & other leading market experts from BNP, Cantor Fitzgerald & WisdomTree – CPD Creditable You are invited to attend an event featuring leading industry experts who will share their insight on the investment themes to watch for 2016. The event is hosted by CISI & Grant Thornton and carries 3 hours of CPD credits. This is an opportunity to hear first hand from leading speakers such as Tom Dorsey, Co-Founder of Dorsey, Wright & Associates. Other speakers include leading market expert commentators from global leading firms including BNP, Cantor Fitzgerald & WisdomTree. Topics include US, European & Emerging Markets economic macro outlooks which are expected to drive investment performance in the year ahead. Themes will include QE, deflation, Brexit, EM travails and many more such issues. The conference will also cover how to implement investment strategies to cope with the opportunities and risks in 2016. It will also provide a focus on ETF strategies including a detailed explanation of liquidity and trading effectiveness. The “Investment Outlook to 2016 Seminar” is a unique event which will be followed by the Annual Capital Challenge Rugby League match between London Skolars and Wigan Warriors. You will receive a complimentary ticket to this event which is the largest ETF event in Europe. »

Multi-Asset Multi-Manager Products and Solutions Seminar

Event : Multi-Asset Multi-Manager Products and Solutions Seminar

Date : Mon, 12/12/2016   for 2 Days

Country : UK

City : London

Yale School of Management is teaming with the EDHEC-Risk Institute to deliver a certificate program in advanced techniques for investment/asset management. This ambitious high-level programme con »

Harvesting Risk Premia in Alternative Asset Classes and Investment Strategies Seminar

Yale School of Management is teaming with the EDHEC-Risk Institute to deliver a certificate program in advanced techniques for investment/asset management. This ambitious high-level programme con »

Harvesting Risk Premia in Equity and Bond Markets Seminar

Event : Harvesting Risk Premia in Equity and Bond Markets Seminar

Date : Mon, 09/05/2016   for 3 Days

Country : UK

City : London

Yale School of Management is teaming with the EDHEC-Risk Institute to deliver a certificate program in advanced techniques for investment/asset management. This ambitious high-level programme con »

Asset Allocation and Investment Solutions Seminar

Event : Asset Allocation and Investment Solutions Seminar

Date : Tue, 26/01/2016   for 2 Days

Country : UK

City : London

Yale School of Management is teaming with the EDHEC-Risk Institute to deliver a certificate program in advanced techniques for investment/asset management. This ambitious high-level programme con »

TSAM Europe Congress & Expo

Event : TSAM Europe Congress & Expo

Date : Tue, 15/03/2016   for 1 Day

Country : UK

City : London

TSAM Europe Congress & Expo [March 15, 2016] The Summit for Asset Management (TSAM) speaks for itself; hosting numerous co-located conferences across major financial hubs globally – including London, New York and Boston - TSAM is the true home of the buy-side. Bringing together senior decision makers from both the largest asset managers and smaller investment boutiques, the latest innovations, strategies and future trends are continually thrashed out in this melting pot of buy-side leaders. »

Investor Briefing: Investing in Energy & Water Infrastructure

Rushlight and Forbury Environmental invite you to attend the next in our series of Investor  Briefings taking place on Thursday 15 May hosted by Ingenious Clean Energy at 15 Golden Square, London W1F 9JG starting at 17.30.  This briefing presents: Investing in Energy & Water Infrastructure.  There will be presentations from leading water and energy experts, a panel session, Q&A, together with the opportunity to network with investors, financiers, corporate customers, technology providers, service providers in the infrastructure supply chain, advisers and other followers of the sectors. »

Fund Marketing & Distribution 2016

Event : Fund Marketing & Distribution 2016

Date : Tue, 26/01/2016   for 2 Days

Country : UK

City : London

The 6th Annual Fund Marketing and Distribution Forum, January 2016 offers the opportunity to meet and pick the brains of most innovative funds and distributors, giving you the chance to benefit from their expert knowledge and shape your business plans to further your distribution reach.   Hear from those navigating the private placement regime in Europe, accessing Chinese investment in Asia and exploring the nascent LatAm market, plus get a detailed regulatory update covering all the latest hot topics including MiFID II & MIFIR, AIFMD, UCITS V and KIID & PRIIPS. »

LSE Alternative Investments Conference

Event : LSE Alternative Investments Conference

Date : Mon, 18/01/2016   for 2 Days

Country : UK

City : London

The 2016 AIC promises to provide a dynamic forum for education and networking between leading luminaries from the hedge fund, venture capital and private equity industries and the brightest students, from undergraduates to PhD candidates, who travel from as far afield as China and California to attend the Conference. »

Africa Energy Forum 2016

Event : Africa Energy Forum 2016

Date : Tue, 21/06/2016   for 4 Days

Country : UK

City : London

The 18th Annual Africa Energy Forum (AEF) will take place from 21-24 June in London. AEF has established itself as the international marketplace where governments and power utilities of Africa unite with the energy industry to focus on delivering power infrastructure projects across Africa.  All the players in the industry are in the same place at the same time.  Over 1800 industry stakeholders are expected to attend in June 2016 including; government representatives, utilities, financial investors, power technology providers, power developers, EPC contractors and more.  »

Smart Beta Investor Forum

Event : Smart Beta Investor Forum

Date : Wed, 25/11/2015   for 1 Day

Country : UK

City : London

IBC's Smart Beta Investor Forum aims to advance the dialogue around approaches to alternative benchmarks and factor exposures, giving investors an opportunity to explore the risks and opportunities presented by this investment. »

FIMA

Event : FIMA

Date : Tue, 10/11/2015   for 2 Days

Country : UK

City : London

FIMA, the ultimate event for CDOs and senior-level data professionals from global leading banks and asset management companies, is taking place this November10th – 11th in London.   FIMA focuses on how to meet regulatory requirements, streamline data across internal customers and business lines, whilst effectively managing cost. »

Distressed Debt Investor Forum 2015

Event : Distressed Debt Investor Forum 2015

Date : Wed, 02/12/2015   for 1 Day

Country : UK

City : London

This conference brings together an exceptional panel of leading international distressed debt & restructuring experts. »

The Future of European Securitisation in the Emerging Regulatory Environment

20% discount for Global Fund Media subscribers – see below This timely event follows on from City & Financial’s successful ECMU Summit earlier this year and will focus on the European Commission’s plan, due to be published in early September, for the re-launch of the securitisation market in Europe. The Commission’s plan will build on its original consultation paper on securitisation that was published alongside Lord Hill’s Green Paper on European Capital Market Union earlier this year. September’s plan is likely to be much more detailed and will set out specific steps for the relaunch of the European securitisation market. Martin Merlin, Director, Financial Markets, Directorate General for Financial Stability, Financial Services & Capital Markets Union, European Commission, will be delivering the keynote address. He will be joined by a an exceptional panel of speakers, including senior representatives from the Bank of England, the European Central Bank, the European Banking Authority and the EBRD, as well as leading practitioners. »

MFA’s Global Summit 2015

Event : MFA’s Global Summit 2015

Date : Tue, 27/10/2015   for 1 Day

Country : UK

City : London

MFA’s Global Summit is the Managed Funds Association’s inaugural London conference focused on content for U.K. and E.U. fund managers seeking clarity on what they need to know about investing in U.S. capital markets and advising U.S. based institutional investors about investing in their funds.  This event is designed to provide guidance and information on a variety of U.S. and global operational and compliance issues with presentations and input from senior U.S., U.K. and E.U. policy makers and leading industry experts. The panelists will focus on timely regulatory and operational issues for the industry and deliver practical advice that managers can implement immediately within their businesses. »

Advances in Asset Allocation

Event : Advances in Asset Allocation

Date : Tue, 17/11/2015   for 3 Days

Country : UK

City : London

Having learned through the recent crises about the limited payoffs and significant risks of excessive reliance on security asset selection models, investment managers and institutional investors are showing unprecedented interest in asset allocation approaches as sources of performance.   It is against this backdrop that in 2008, CFA Institute and EDHEC-Risk Institute, the premier European institution for applied research into risk and investment management,  partnered to offer advanced executive education programmes to senior investment industry professionals and introduced what remains their flagship programme, the three-day “Advances in Asset Allocation” seminar. The course presents the latest research in advances in asset allocation and examines emerging trends to clarify the sometimes fuzzy distinction between true innovation and mere marketing claims.   This event is a unique opportunity to gain an in-depth appreciation of the concepts and techniques that will shape the future of investment management and to acquire practical tools and novel investment approaches to improve asset allocation and risk management processes and design new products. »

International Trade Finance – London

Training : International Trade Finance – London

Date : Thu, 03/12/2015   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.   By the end of this course you will have a sound understanding of:    Foreign exchange & currency principles The underlying operations and processes in the international trade environment How trade finance is provided Trade finance instruments  International payments Supply Chain Finance  »

Anti-Corruption Compliance

Training : Anti-Corruption Compliance

Date : Thu, 26/11/2015   for 2 Days

Country : UK

City : London

This two-day intensive training course offers a practical look at corruption and current anti-corruption practices. It equips participants with a clear definition and guidelines on how to fight it, and offers a set of detailed tools and checklists to help set up an effective anti-corruption programme.   The objective of this training course is to provide all staff from front, middle and back office, with a sound foundation to understanding corruption and comply with anti-corruption standards. This training is provided in a practical “hands-on” manner which allows participants to immediately implement lessons learnt in the classroom.  »

Equity Valuation

Training : Equity Valuation

Date : Wed, 18/11/2015   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.    All participants are required to bring a laptop to the course. If needed, we can provide one for an additional fee.    Because of the nature of this training the number of places is limited and filled on first come first served basis. Register early to avoid disappointment! »

UCITS Funds

Training : UCITS Funds

Date : Mon, 30/11/2015   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. »

EDHEC-RISK DAYS 2016

Event : EDHEC-RISK DAYS 2016

Date : Tue, 15/03/2016   for 2 Days

Country : UK

City : London

Organised by an academic research centre for the benefit of professionals, the EDHEC-Risk Days is an annual conference taking place in London, which presents the research conducted by EDHEC-Risk Institute and EDHEC Business School and discusses it with the institutional investment and fund manager communities.  The conference enables participants to gain access to the latest conceptual advances and research results in investment and risk management and to discuss their implications and applications with researchers who combine expertise of advanced financial techniques with a sound awareness of their industry relevance. The event is structured to appeal to institutional investors, traditional and alternative investment managers and policy-makers. The conference includes three major events that will allow professionals to review major industry challenges, explore state-of-the art investment techniques and benchmark practices to research advances. »

Misys Connect Forum - London

Event : Misys Connect Forum - London

Date : Wed, 07/10/2015   for 1 Day

Country : UK

City : London

Join the Misys Connect Forum - London, on Wednesday 7th October at the Andaz London Liverpool Street Hotel. This event brings together leaders from throughout the Northern European financial sector and is an opportunity to share experiences and discuss key challenges with industry experts and peers. What to Expect Gain insights into how banks and investment managers can address the cost constraints, new business models and continuing regulatory change to create a successful platform for business in 2020.  Learn how Misys can help you become more resilient, efficient and competitive. »

Hedgeweek Cybersecurity Event: Adopting Best Practices

Event : Hedgeweek Cybersecurity Event: Adopting Best Practices

Date : Tue, 15/09/2015 - 12:00

Country : UK

City : London

When: Tuesday, 15 September 2015 Time: 12:00-14:00 (Lunch will be served)   Where:  Reform Club, 104 Pall Mall, London SW1Y 5EW, United Kingdom Target audience: Hedge Fund COOs, CTOs, operations & IR personnel With cyber risks increasing year-on-year, and regulators such as the Securities and Exchange Commission (‘SEC’) taking an increasingly prominent role in assessing the preparedness of broker-dealers and registered investment advisors, establishing cybersecurity best practices is not only useful; it’s a necessity. »

Middle Market Direct Lending Summit: Europe

Event : Middle Market Direct Lending Summit: Europe

Date : Thu, 24/09/2015   for 1 Day

Country : UK

City : London

iGlobal Forum’s Middle Market Direct Lending Summit will explore the critical role that alternative lenders can play in providing optimal lending solutions for European businesses. There is continued strong momentum in the European direct lending market and a proliferation of alternative capital providers. Funds are nimble and creative in their ability to structure different types of lending. The choice that borrowers have is wider than ever before. However, many business plans in Europe still don’t happen because direct lenders and corporates don’t find each other. »

The Repo Market

Training : The Repo Market

Date : Thu, 22/10/2015   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.  »

Managing Family Office & Wealth

Training : Managing Family Office & Wealth

Date : Thu, 03/12/2015   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. »

Managing Family Office & Wealth

Training : Managing Family Office & Wealth

Date : Mon, 28/09/2015   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. »

AML – Anti-Money Laundering

Training : AML – Anti-Money Laundering

Date : Mon, 30/11/2015   for 2 Days

Country : UK

City : London

This highly practical 2 day course provides guidance on identifying and controlling risks associated with money laundering and terrorist financing. The programme provides an overview of AML compliance program requirements, AML risks and risk management expectations, industry sound practices, and examination procedures. You will have a chance to analyse the latest AML techniques and strategies from around the world through practical case studies.   »

listingsdirectory
UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
Calastone
Mon, 29/02/2016 - 15:20
training
Wed, 08/06/2016   - London
Mon, 13/06/2016   - London
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