The current legal framework that governs Alternative Investment Funds has so many moving parts that Managers and Operators have a hard tome getting their heads around. One of the most important issues, and due to the fact they never had to do so until recently, is the requirement to appoint a depository. This course will go through all the operational and practical details that professionals in the Funds sector are looking to get answers for, whether that is classical AIFs, or for Limited Number of Persons.
Who should attend:
Investment Services Professionals, Legal Professionals, Accountants, Fiduciary Service providers, individuals that deal with Alternative Investment Funds and their Managers, Investment Advisers, Fund Custodians, Portfolio Managers, Risk Managers, Legal Professionals and Compliance OFficers
DATES: 21 March
DURATION: 5 Hours
CPD UNITS: 5
LOCATION: EIMF Premises, Nicosia
TIME: 08:30 – 13:30
FEES: €180 + 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|
If you need help completing the online registration form, please give us a call at 2227 4470 or email us at firstname.lastname@example.org
Instructor: Mr Alexis Kartalis
Mr. A. Kartalis was born in Athens in 1968. He graduated from the Department of Statistics of Athens University of Economics and Business (ex A.S.O.E.E) in 1991. In 2003 he got an MBA in Finance from ESCEM. He is a certified derivatives clearer.
He started his career from Citibank Athens, where he worked from 1994 till 1997. From 1997 till 2012 he worked at BNP Paribas Securities Services Athens, initially as Head of Securities Operations and then as General Manager.
From September 2013 till today he works as General Manager in GMM Global Money Managers Ltd, a Cypriot mutual funds management company.
He is married and he has two children, while he systematically practices in long distance running