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executivetraining

Format: 2017-03-26
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. »

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 »

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! »

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. »

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.    »

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. »

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.   »

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. »

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. »

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  »

features

Awards

etfexpress Awards 2017

etfexpress Awards 2017

Mon, 13/03/2017 - 10:36

Blue sky thinking for new ETF range

Thu, 09/02/2017 - 16:59

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

ITG focuses on European ETF illiquidity

Thu, 06/10/2016 - 08:01

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

events
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training
Mon, 27/03/2017   - London
Mon, 27/03/2017   - London
Mon, 27/03/2017   - London
specialreports
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