Many theoretical building blocks underpinning the history of Portfolio Management have been sorely tested in recent years. Are Markets ’Efficient’? Do we live in a statistically ‘Normal’ world? What happened to ‘Risk Free Rates of Return’? These important issues will be addressed, from a practical perspective, to understand how today’s Managers deal with such challenges.
Purpose of the Seminar
Understanding how Portfolio Managers navigate the Financial Markets is key to this programme. The management of Investor expectation is as important as the management of their funds.
Participants can expect to take away the following –
DATE: 19, 20 April
DURATION: 14 hours
LOCATION: EIMF Training Centre, Nicosia
TIME: 09:00 – 17:15
FEES: HRDA eligible €292, non-HRDA eligible €530 (both + €100.70 VAT)
|Start Date||Course Title||Location||CPD Units||Status|
|5 February||Alternative Investment Funds (AIF) and Undertakings in Collective Investment Transferable Securities (UCITS)||Nicosia||6||COMPLETED|
|7 February||Fundamentals of Fund Administration and Custody||Nicosia||5||COMPLETED|
|27 February||Investment Fund Administration, Operations & Custody||Nicosia||5||COMPLETED|
|5 March||Asset Securitisation||Nicoasia||5||COMPLETED|
|8 March||CII Award in Investment Planning||Nicosia||COMPLETED|
|21 March||Understanding the role and responsibilities of the depository under AIF, UCITS and AIFLNPs||Nicosia||5||UPCOMING|
|27 March||Overview of the Cyprus Fund Sector: A legal Operational Approach||Nicosia||5||UPCOMING|
|19 April||Institutional Portfolio Management||Nicosia||UPCOMING|
|23 April||Fund Administration A to Z||Nicosia||6||UPCOMING|
|10 May||Regulation (EU) 2017/1131 on money market funds||Nicosia||UPCOMING|
|12 May||Prospectus Law and Public Takeovers||Nicosia||UPCOMING|
|17 May||Packaged Retail and Insurance-based Investment Products (PRIIPs)||Nicosia||UPCOMING|
|17 May||Understanding and Negotiating ISDA Master Agreement OTC Documentation||Nicosia||UPCOMING|
|29 May||Alternative Investment Funds (AIF), AIFMD, and Undertakings for Collective Investment in Transferable Securities (UCITS)||Nicosia||6||UPCOMING|
|14 June||Compliance in the Financial Services Sector – the Compliance Function in Practice||Limassol||10||UPCOMING|
Who should attend:
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Instructor: Paul Meadows
Paul started his Investment Management career at Royal Insurance in 1983. Following successful completion of the Society of Investment Analysts Associateship, Paul joined the small team managing Royal’s in-house long term UK Equity portfolios. In 1990, following the lifting of exchange controls in Stockholm, he joined the Swedish insurer Trygg-Hansa’s London start-up operation to manage its UK Equity exposure.
In 1994 Paul moved into the Private Client arena, as part of the Investment Unit of Lloyds Private Banking & over a two year period diversified away from an exclusive analytical/Fund Management role to incorporate an extensive presentational package on the Bank’s investment strategy delivered ‘on the road’ to its network of offices around the country. In 1996 Paul took the opportunity offered by the Bermuda-domiciled Bank of Butterfield to head up the global Equity research effort in London in support of the Bank’s (offshore) private client base. While his freelance financial training commitments grew, Paul had a spell with an international high-risk security company analysing the operations of quoted oil & mining corporates worldwide. In 2000 Paul moved into full time training with DC Gardner, the in-house tailored training arm of Euromoney Institutional Investor, specialising in Fund Management, Equity Markets, Private Banking & Hedge Funds.