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Investment Fund Administration, Operations and Custody



For 3 registrations from the same entity, a standard 10% discount will apply. For over 4 registrations please contact us.


Start
April 20, 2021 9:00 am
End
April 21, 2021 5:15 pm
Address
25 Megaron Street, 2032 Strovolos, Nicosia, Cyprus   View map
Phone
+357-22274470
Email
CPD Units
5
Duration
14 hrs
Fees
HRDA eligible €292, Non-HRDA eligible €530 (both + €100.70 VAT)

HRDA is a subsidy provided to companies registered in Cyprus that meet specific criteria. More Information

Schedule

Tuesday 20/04/2021 - 09:00-17:15

Wednesday 21/04/2021 - 09:00-17:15

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Description

Event Details

 

In recent years, Cyprus has made an enormous effort towards the enhancement and completion of the national legal framework concerning investment funds. These legislations have been put in place in order to promote Cyprus as in international fund jurisdiction.

 

The Cyprus Investment Promotion Agency has helped in establishing the Cyprus Investment Funds Association in order to help promote and build a profitable sector. Having the correct knowhow is vital and as such critical for the sector to be equipped with qualified professionals.

 

 

Training Objectives

 

This programme will give the tools to professionals that work in the sector to better understand the processes relating to fund administration. Specifically, participants will:

 

  • Be equipped with a clear understanding of how and why funds are established, the nature and impact of investment decisions, pricing and valuation, related activities such as portfolio balancing and performance measurement and how these processes affect operational, compliance, reporting, and other administration procedures
  • Examine a wide range of fund types, their characteristics, operation and administration features, including: mutual funds and unit trusts, pension fund, hedge funds and FOFs, real estate funds, venture capital funds, money market funds
  • Enhance their market knowledge not only of traditional investment products such as bonds, equities and money market products, but also of more complex products such as derivatives, CDOs, structured products, exchange traded funds, real estate, private equity, commodities and any related structures such as SPVs, SIVs etc
  • Increase their confidence in controlling fund administration procedure, accurate pricing, valuation and best execution skills
  • Reassure their skills in the correct legal and compliance procedures, and confidence in liaising with fund managers, investors, sponsors, fund services providers, custodians, and regulators

 

 

Speaker
Bruce Lawrence

Bruce Lawrence, has over 43 years securities industry experience, provides consultancy, training, advice and technical assistance principally focused at the securities servicing arena and the development of the capital markets infrastructure of frontier and emerging markets. He has consulted and trained on the full spectrum of securities markets instruments (debt, equity & derivatives), Corporate Governance, Operational Risk, Custody, Clearing & Settlement, Fund Administration and assisted in the creation and further development of Central Securities Depositories (CSD’s), Central Counterparties (CCPs), Stock Exchanges and Domestic Custody Operations. Assignments have taken him to the following markets: Albania, Estonia, Ghana, Jordan, Kuwait, Mongolia, Pakistan, Qatar, Nigeria, Russia, USA, Uzbekistan and Vietnam.
See all courses by Bruce Lawrence