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28 March 2017
Doubletree by Hilton Victoria,
London

Investment Company: Regulation, Accounting & Taxation - 9th Annual Forum

Practical updates for Listed Investment Funds including Investment Trusts & Offshore Investment Companies

WHAT'S ON THE AGENDA AT THE 9TH ANNUAL FORUM:

Understand & clarify the latest sector impacts from:
  • Regulatory developments in the UK and EU: 
    • PRIIPS - MAR - MiFID II and MiFIR - AIFMD II - BREXIT

Ronald Paterson, Eversheds Sutherland


  • Tax changes and their practical impacts
    • UK tax changes and developments -Tax risks for investment trusts - BEPS, FATCA and CRS

Anne Stopford, Grant Thornton


  • Accounting and reporting developments
    • FRS 102 fair value hierarchy disclosure change - FRS 102 discussion paper - FRC Lab reports incuding disclosure of dividends
    • FRS 9 on financial instruments - ESMA guidelines on Alternative Performance Measures - Audit Committee focus and reports

Nick Pearce, Alliance Tust

Hear unique Board Member & Analyst perspectives:
  • Board Member’s challenges and managing Investor and Manager relationships

Hugh Aldous, Chairman & Non-Executive Director


  • The Analysts view and assessment of Investment Companies and the sector
    • Fundraising trends
    • Patterns of Investor demand
    • Corporate activity – current and potential

Kieran Drake, Winterflood Investment Trusts


Pose your own questions during the panel sessions:
  • Addressing BREXIT, MiFID II and other Opportunities and Threats for the Investment Company Sector

Simon Crinage, J.P. Morgan Asset Management

Cathy Pitt, CMS


  • Managing the operational challenges of working with external Administrators to manage regulatory and legislative Change

The 9th Annual Investment Company Regulation, Accounting & Taxation Forum in numbers...

9
Successful years as the only Investment Company specific update of its kind - The only annual update you need
9
Sessions covering the latest operational & technical updates - Ensure your Business is correctly positioned
50
Attendees sharing practical experiences and insights - Take the opportunity to networking with your peers

BECOME AN EVENT PARTNER AND RAISE YOUR FIRM'S PROFILE WITHIN THE INVESTMENT COMPANY SPACE...