Marketing and Distributing your Fund in the European Union (EU)
Overview
Ever wonder what is required to sell into the EU? This is your opportunity to learn first hand how the AIFMD (Alternative Investment Fund Managers Directive) affects how non-EU managers can access investors in this huge and diverse market. Far from a harmonized rule, each jurisdiction has tailored requirements to their local needs so knowing the overall rules as well as nuances that can mean the difference between compliance with or running afoul of the law(s) is a must. This panel of experts will fill in the gaps for you so you can decide if the EU is a target market for you. This is presented with our partner: the Institute for Portfolio Alternatives (ipa.com).
This webinar is best suited to Canadian and U.S.-domiciled managers (with or without offshore funds) who are interested in broadening their reach to Europe.
In Partnership with IPA
Through advocacy and industry-leading education, the Institute for Portfolio Alternatives (IPA) is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios. The IPA provides national leadership for the Portfolio Diversifying Investments (PDI) industry. We bring together the top asset managers, product distribution partners and industry service providers – new and established – who are dedicated to driving the industry forward through education, innovation and transparency.
Where
Dial-in details will be sent once registration is complete
CAASA’s Virtual PlatformSPEAKERS
Ian Dillon
Partner
Arthur Cox
Jeremy C. Jennings-Mares
Senior Of Counsel
Morrison Foerster
Nicola Cowman
Director
Carne Group
Jason Chertin
Partner
McMillan
Ian Dillon
Partner
Arthur Cox
Ian is a partner in the firm’s Asset Management and Investment Funds Group with experience in all aspects of Irish fund law and regulation.
Ian’s particular focus is on alternative investments including all aspects of AIFMD as well as real estate, hedge, private equity, credit, infrastructure and liquid fund formation. Ian has extensive experience in Irish Real Estate Funds having acted for some of the world’s leading real estate managers and investors in the establishment, organisation and ongoing management of Irish fund structures. Ian is also experienced in the establishment and ongoing regulation of ETF fund and management operations in Ireland. Ian has worked in the investment funds industry in Ireland and internationally and both in practice and in-house roles for over 20 years.
Jeremy C. Jennings-Mares
Senior Of Counsel
Morrison Foerster
Jeremy’s practice focuses on securities, structured products, derivatives and structured financings, and financial regulation. In particular, he advises on:
- debt securities, including MTN Programmes
- structured securities, particularly equity-linked, credit-linked and fund-linked;
- OTC derivatives;
- securitisations and CLOs; and
- receivables financings.
His regulatory practice focuses on advising banks and other financial institutions in relation to international financial regulation, in particular in the areas of:
- securities and financial instruments, including the Prospectus Regulation and Market Abuse Regulation;
- structured products and OTC derivatives, including PRIIPs, EMIR, MiFID II/MiFIR and the Benchmarks Regulation;
- financial sector capital and liquidity regulation including the Basel framework and CRD IV/CRR; and
- financial institution recovery and resolution frameworks and bank ringfencing/separation measures, including the Bank Recovery and Resolution Directive and the Banking Reform Act.
Jeremy acts for banks, investment banks and other financial institutions, for issuers and investors in financial instruments and for providers and end-users of derivatives and structured products. He writes and speaks regularly on the above, and other, topics and is a contributor to the Covered Bonds Handbook, published by Practising Law Institute and Structured Products, published by Risk Books . Jeremy co-authored “The Approaches to Bank Resolution,” a chapter in Bank Resolution: The European Regime (Oxford University Press, 2016). He also contributed a chapter on “The Bail-In Tool” to “Understanding Bank Recovery and Resolution in the EU: A Guidebook to the BRRD” (compiled by World Bank Group Finance and Markets).
Prior to joining Morrison & Foerster, he was a partner at Freshfields Bruckhaus Deringer from 2001 to 2007, practising in both London and Asia.
Jason Chertin
Partner
McMillan
Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.
Members
Event Registration Closed
Non-Members
Event Registration Closed