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Deloitte Link'n Learn webinar

Interactive access to Deloitte knowledge

Led by Deloitte’s industry experts, Link’n Learn is a series of free of charge webinars conducted during the course of the year, specifically designed to keep you up-to-date with today’s critical trends and the latest regulations impacting your business. An hour of your time is all you need to log on and tune in to each informative webinar.

European Regulatory update

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European regulatory update

Thursday 23 October 2014

Agenda:

  • Reporting - Update on ESMA Q&A dated 30 September
  • Remuneration
  • Marketing
  • UCITS V

Speakers:

  • Brian Jackson, Partner, Investment Management, Ireland
  • Miles Bennett, Associate Director, Audit, UK
  • Michel Rothilde, Senior Manager, Governance Risk and Compliance, Luxembourg
  • Aisling Costello, Senior Manager, Investment Management Advisory , Ireland
  • Ali Ashgar Ismail, Senior Manager, Audit, Ireland

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Base Erosion Profit Shifting (BEPS) and the Funds Industry

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BEPS in the Funds Industry

Thursday 9 October 2014

Agenda:

  • An introduction to BEPS
  • How did BEPS come into being, what are the timelines and what other areas might BEPS consider in the future?
  • Consideration of the BEPS action items in the papers issuing from the OECD/G20 on September 16th, 2014
  • Issues relevant to the Fund Industry arising from BEPS

Speakers:

  • Deirdre Power, Partner, Tax, Ireland
  • Louise Kelly, Director, Tax and Legal, Ireland

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Introduction to IFRS for Investment Funds

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Introduction to IFRS for Investment Funds

Thursday 28 August 2014

Agenda:

  • Introduction
  • IFRS and Investments Funds
  • Format of IFRS Financial Statements for Funds
  • IFRS for Investment Funds

Speakers:

  • Darren Griffin, Director, Audit, Ireland
  • Sang Eui Han, Manager, Audit, Ireland

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Introduction to Private Equity

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Introduction to Private Equity

Thursday 14 August 2014

Agenda:

  • Introduction to Private Equity
  • Fund economics
  • Valuation
  • Market Trends & Challenges
  • Q&A

Speakers:

  • Ed Hayes, Manager, Audit, Ireland
  • Samantha Lamb, Manager, Audit, Ireland

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Introduction to Derivative Instruments (Part 2) – Valuing Complex Instruments

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Introduction to Derivative Instruments (Part 2) – Valuing Complex Instruments

Thursday 31 July 2014

Agenda:

  • Credit Linked Note
  • OIS Discounting
  • Credit Valuation Adjustment / Debit Valuation Adjustment

Speakers:

  • Elaine Canty, Manager, Financial Advisory, Ireland
  • Greg Watchorn, Analyst, Financial Advisory, Ireland

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Remuneration: Trends in asset management remuneration

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Remuneration: Trends in asset management remuneration

Thursday 17 July 2014

Agenda:

  • Key trends in asset management remuneration
  • AIFMD – update on current position and current country challenges
  • CRD IV – impact of new rules on Code Staff identification
  • UCITS – remuneration developments

Speakers:

  • Helen Beck, Partner, Tax, Deloitte UK
  • John Cotton, Director, Tax, Deloitte UK

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Introduction to Derivative Instruments – Part 1

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Introduction to Derivative Instruments – Part 1

Thursday 19 June 2014

Agenda:

  • Interest Rate Swaps
  • Cross Currency Swaps
  • Forward Contracts & Futures
  • Options
  • Contracts for Difference
  • Total Return Swaps

Speakers:

  • Elaine Canty, Manager, Financial Advisory, Ireland
  • Christopher Seenan, Assistnat Manager, Financial Advisory, Ireland

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Basel III & CRD IV the impact for the Investment Firms

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Basel III & CRD IV the impact for the Investment Firms

Thursday 5 June 2014

Agenda:

  • Give a brief overview of Basel III and Capital Requirements Directive IV
  • highlight the regulatory implications of CRD IV for Investment firms/Managers of funds
  • Highlight the regulatory implications of CRD IV of Investment Fundss and potential structural reform
  • Outline the business implications of CRD IV
  • Q&A

Speakers:

  • Sylvain Crepin, Senior Manager, Enterprise Risk services, Luxembourg
  • Malachy Quinn, Senior Manager, Financial Advisory, Ireland
  • Katherine Jane, Senior Manager, Audit, UK

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Introduction to Hedge Funds

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Introduction to hedge Funds

Thursday 22 May 2014

Agenda:

  • Introduction and background
  • Key market participants and their respective roles
  • Types of Hedge Funds
  • Hedge Fund strategies
  • European AIFs

Speakers:

  • Gerard White, Senior Manager, Audit, Ireland
  • Jim Meegan, Manager, Audit, Ireland
  • Ed Hayes, Manager, Audit, Ireland

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MiFID II / MiFIR - Implications for Fund Managers

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MiFID II / MiFIR - Implications for Fund Managers

Thursday 8 May 2014

Agenda:

  • Drivers for change
  • Governance
  • Conflicts
  • Markets Reform
  • Conduct
  • Joining the dots between regulatory change
  • Key next steps

Speakers:

  • Rana Manmeet, Senior Manager, Audit, UK
  • Mike Williams, Partner, Audit, UK

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UCITS Developments

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UCITS Developments

Thursday 24 April 2014

UCITS is a phenomonally successful brand, recognised the world over for its level of investor protection and regulation. With further changes planned, what lies ahead for UCITS? In this webinar we discuss key UCITS developments and their impact.

Agenda:

  • Evolution of UCITS
  • UCITS V
  • ESMA UCITS guidelines
  • UCITS VI
  • Impact of wider retail investor protection initiatives on UCITS
  • UCITS product and distribution landscape
  • The future of UCITS

Speakers:

  • Martin Bock, Director, Enterprise Risk Services, Luxembourg
  • Patrick Rooney, Senior Manager, Investment Management Advisory, Ireland

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AIFMD: 100 Day plan

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AIFMD: 100 Day plan

Thursday 10 April 2014

As the final deadline for submission of an AIFM application moves closer, this webinar discusses recent developments, key challenges and actions for AIFMs as they plan for 22 July 2014.

Agenda:

  • Status and developments from ESMA/key jurisdictions
  • Distribution and passporting under AIFMD
  • Compliance planning – key risks and challenges
  • AIFMD risk management 
  • Delegation and remuneration in practice
  • Preparing for regulatory reporting
  • Service provider and depositary arrangements 

Speakers:

  • Niamh Geraghty, Director, Investment Management, Ireland
  • Martin Bock, Director, Enterprise Risk Services, Luxembourg
  • Michael Booth, Senior Manager, Investment Management and Private Equity, UK
  • Patrick Rooney, Senior Manager, Investment Management Advisory, Ireland

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FATCA Implementation

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FATCA Implementation

Thursday 27 March 2014

Agenda:

  • FATCA Overview
  • Latest Technical Updates
  • Key Priorities/Requirements
  • Key Pillars for Successful Implementation of a FATCA Programme

Speakers:

  • Eugene O’Keefe, Director, Tax, Ireland
  • Alain Verbeken,Director,Tax,Luxembourg
  • Martin Kille, Director, Tax, UK
  • Cormac Dinan, Director, Consulting, Ireland
  • Louise Courtney, Manager, Consulting, Ireland

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AIFMD depositary - Taking a risk intelligent approach

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AIFMD depositary - Taking a risk intelligent approach

Thursday 20 April 2014

Agenda:

  • The changing risk and cost profile for depositaries
  • Operational impacts
  • Pricing strategy
  • Capital considerations
  • Findings of our European depositary survey

Speakers:

  • Jean-Philippe Peters, Director, Risk and Capital Management, Luxembourg
  • Michael Booth, Senior Manager, Investment Management and Private Equity, UK
  • Patrick Rooney, Senior Manager, Investment Management Advisory, Ireland

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EMIR: The countdown to implementation

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EMIR: The countdown to implementation

Thursday 6 March 2014

Agenda:

  • Current Status – taking stock
  • Deep dive into Trade Reporting
  • Future outlook – impacts on the asset management industry going forward
  • Broader market response

Speakers:

  • Niamh Geraghty, Director, Investment Management Advisory, Ireland
  • Fiona Syers, Director, Financail Services, UK
  • Hubert Justal, Director, Financail Services, Luxembourg
  • Patrick Rooney, Senior Manager, Investment Management Advisory, Ireland

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Introduction to Investment Funds

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Introduction to Investment Funds

Thursday 13 March 2014

Agenda:

  • Introduction 
  • Key participants to a fund
  • Financial instruments and valuation
  • Market trends
Speakers:
 
  • Ed Hayes, Senior Manager, Financial Services, Ireland
  • Martina McDevitt, Manager, Financial Services, Ireland

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