UK

COBS Operations

Wed, 30/04/2014 (All day)

This one day workshop is designed specifically to examine the COBS rules from an operational perspective

Key areas of COBS for Operations 
Application
Obligation
Client categorisation
Communications with clients
Information about the firm, its services and remuneration
Client agreements
Dealing and Managing
Providing product information to clients
Reporting information to clients

UCITS Fund Administration

Wed, 30/04/2014 (All day)

The course is designed to provide a detailed overview of fund operations and regulations. 

The course objective: 
To understand operational activities and relevant regulatory provisions 
To gain an appreciation of the controls environments that you would expect to see in place in respect of each operational activity 
To negate the risks which those controls activities are intended to address

The course will consider:
Operational best-practice range of compliance and audit activities 
The role of meaningful Management Information
Reporting

Benefit from a Workshop Environment and the Practical Application of Key Issues:
The programme is designed for those who are seeking to gain an end-to-end understanding of the fund administration lifecycle and of the requirements of the FCA COLL Sourcebook.

Alternative Investor

Wed, 21/05/2014 (All day)

Alternative Investor has been designed to aid Family Offices, Pension Funds, Endowments & other Institutional Investors when deciding which alternative strategies to pursue.
The one-day forum covers the entire spectrum of alternative investments, with expert contributions from the leaders in Private Equity, Real Estate, Infrastructure, Private Debt & Hedge Funds.

Fund Manager Selection

Tue, 29/04/2014 (All day)

The only conference dedicated to choosing fund managers and assessing manager skill
Fund Manager Selection (FMS) is a unique event focused on the complex and increasingly important area of assessing and choosing external asset managers.
As a manager, FMS 2014 will help you discover what top institutional investors, trustees, family offices, multi-managers & consultants are looking for and how you can improve your investment processes.

Investors will gain a valuable opportunity to engage in a broad discussion of how the asset management industry can better serve the needs of professional institutional investors as well a chance to meet their peers and hear how the best in the business set mandates and selet their managers.

The European Private Rented Sector (PRS) Forum

Wed, 09/04/2014 (All day)

IMN is delighted to present the inaugural European Private Rented Sector (PRS) Forum, taking place 9 April 2014 in London.

Fund Governance 2014

Tue, 13/05/2014 (All day)

Conference: 13-14 May 2014, Post-Conference Workshop 15 May.

Infoline’s inaugural Fund Governance Conference promotes the latest guidance on new responsibilities faced by alternative funds. Thought leaders from funds alongside industry experts will share guidance and best practice approaches to meeting the challenges of governance, regulation and economic factors which are shaping the market through 2014 and beyond.

Hedge Fund Startup Forum London 2014

Wed, 07/05/2014 (All day)

Designed with the aid of hedge fund industry veterans, this event has been put together to provide those looking to start a Hedge Fund with an in depth guide to setting up a fund and gaining investmen

AltFi Summit 2014

Tue, 11/03/2014 (All day)

P2P lending, investing in online invoices and crowdfunding - the Alternative Finance space is growing at a phenomenal rate with 2014 likely to be the biggest year yet for investors!

Every week seems to bring new opportunities (and talk of tax breaks!) and that means that professional advisers and investment managers need to understand the true scale of opportunity represented by this disruptive sector.

What are the likely returns from lending to businesses and consumers through P2P platforms?

Can investment managers construct short duration diversified portfolios of invoice based investments?

Can crowdfunding opportunities sit alongside EIS structures and venture capital?

Which platforms will be tomorrow's dominant brands and how can I invest in them?

AltFi aims to answer all of these questions and much more! We'll feature all the major platforms from Europe as well as some of the biggest VC and PE investors in this fast growing, disruptive space.

Private Debt Investor Forum 2014

Wed, 26/03/2014 (All day)

The private debt fund market has seen a huge expansion and is currently an incredibly fast growing asset class.
 
Attend the 4th Annual Private Debt Investor Forum to gain a full understanding of the opportunities this expansion offers, addressing the current market and future outlook for investing in private debt instruments.

London Business School 10th Annual Private Equity & Venture Capital Conference

Fri, 07/03/2014 (All day)

“Embracing Change: Evolving Strategies to capture Value and drive Growth”
Church House Conference Centre, Westminster, London, SW1P 3NZ
 
Hosted by the London Business School Private Equity & Venture Capital Club, this flagship event attracts a rich variety of industry professionals from GPs to LPs, advisors, recruiters, media, as well as enthusiastic business school students and academic thought leaders, forming a diverse public arena for debate of current trends, challenges and opportunities in the private equity and venture capital space.
This year’s conference theme examines the strategies industry players are using to stay competitive and generate returns in the current cycle.
 
Keynote Speakers:
Andrea C. Bonomi Founder and Senior Principal at Investindustrial
Joseph C. Schull Managing Director and Head of Europe at Warburg Pincus
Alain Carrier Managing Director and Head of Europe at CPPIB 
The event will also feature prominent panellists from: 3i, Accel Partners, Actis, Amadeus Capital Partners, Bain Capital, Cerberus, CPP Investment Board, General Atlantic, GSO Capital Partners, Index Ventures, KKR, Oaktree, Terra Firma, The Carlyle Group, TPG, Warburg Pincus and more to be confirmed in due course.

Upcoming events

Upcoming training

Mon, 12/05/2014 (All day) - Dubai
Tue, 13/05/2014 (All day) - Dubai