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Format: 2014-04-24

Midwest OCIO Summit

Mon, 28/04/2014 - 08:00

Financial Research Associates’ Midwest OCIO Summit will discuss critical steps in selecting, interviewing, analyzing, and onboarding an OCIO. Other conference highlights include governance and fiduciary issues surrounding the management of the relationship, ways to benchmark and evaluate the partnership, and challenges surrounding the maintenance of the agreement.

Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer

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.

20th Annual Spring Life Settlement Conference

Wed, 30/04/2014 (All day)

8:00 AM April 30, 2014  – 12:00 PM May 2, 2014

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.

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

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.

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 
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

ETP Distribution Summit

Thu, 01/05/2014 (All day)

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

3rd Annual Real Estate General Counsels Forum (West)

Mon, 05/05/2014 (All day)

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 

The Real Estate CFO Forum (West)

Mon, 05/05/2014 (All day)

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. 

Family Office Forum - Wiesbaden

Mon, 05/05/2014 (All day)

The Family Office Forum Wiesbaden is the annual meeting of German speaking Family Offices.
The Family Office Forum Wiesbaden, 5 - 7 May 2014 has a simple formula:

Private Equity World Latin America

Tue, 06/05/2014 (All day)

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.

Upcoming events

3 days 11 hours from now - Chicago
4 days 3 hours from now - London
5 days 3 hours from now - London

Upcoming training

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