This one day workshop is designed specifically to examine the COBS rules from an operational perspective
Key areas of COBS for Operations
Communications with clients
Information about the firm, its services and remuneration
Dealing and Managing
Providing product information to clients
Reporting information to clients
LISA will once again assemble a wide range of outstanding speakers whose expertise and viewpoints are in high demand both in and outside the life settlement industry. Attendees will join together to celebrate 20 years in the Life Settlement Industry as we examine our past, evaluate our present and explore our possibilities.
The inaugural ETP Distribution Summit is the only event of its kind, with an exclusive focus on the sponsor community and potential market entrants. It will inspire new approaches to the industry as well as offer practical guidance on how to succeed in ETP distribution in the next phase of the market’s development.
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer
After last year’s successful NY-based event, IMN is delighted to bring this CFO-specific forum back to the West Coast on May 5-6. Panel discussions outline the current issues and challenges real estate CFOs, treasurers and controllers are encountering, and the strategies and tools they are employing to succeed.
Attend to hear a speaker faculty of your industry peers and specifically-tailored content. Meet with forward-thinking professionals working in your role and learn the cutting-edge strategies needed to stay ahead of the curve. This CFO-specific forum will showcase the current issues and challenges real estate CFOs, treasurers and controllers are encountering, and the strategies and tools they are employing to meet these challenges. While other industry conferences may offer general overviews of the market, IMN's Real Estate CFO Forum is the only place to hear specifically-tailored content crafted by an advisory board and speaker faculty of your industry peers. Meet with forward-thinking professionals working in your role and learn the cutting-edge strategies needed to stay ahead of the curve.
Information Management Network (IMN), we would like to invite you to attend The 3rd Western Real Estate General Counsel’s Forum - May 5-6, Newport Beach, CA. IMN is pleased to be returning to the west coast to showcase the current issues & challenges in-house real estate law professionals are confronting and the strategies & tools they are employing to meet these challenges.
Among the topics to be covered at the conference are:
- How Will California Proceed Without Redevelopment Agencies? How Will Legacy Issues Play out?
- 2013 Case Law Developments
- Portfolio Deals: Bigger, Faster, More Complex
- Remedies for Deal Gone Bad
- Purchase & Sales Agreements that are Really used and Practical
- International Investors Coming into the US: Structural & Tax Considerations
- Who is your Client?: Managing Intra-Company, Affiliated Company & Joint Venture Conflicts
- Ethics in Real Estate Investment, Asset Management & Commercial Mortgage Lending
Private Equity World Latin America unites over 300 local and global investors, private equity funds and venture capitalists to discuss the latest investment strategies and opportunities across the region.
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.
With the door opening on securitization and the public equity markets joining well-capitalized funds the single family institutional investment market will continue to be in a growth phase and the only place to hear about the most up-to-date issues and meet the key players will be IMN’s 2nd Annual Spring Single Family Aggregation: REO-to-Rental Forum
Some numbers from our inaugural single family event...
800+ Executives in attendance
200+ Funds, REITs & Investors
24 Panel Sessions
ONE conference for the Institutional Single Family Investment Market.