Insights

AIFMD webinars

On the road to implementation

This series of webinars breaks AIFMD down into manageable parts, focusing on key requirements and business strategy implications. We discuss new developments, share with you our insights and outline key actions to ensure compliance.

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AIFMD webinar: remuneration and delegation

AIFMD went live on 22 July 2013 but AIF Managers continue to grapple with the compliance challenges the new regime has brought. Two key areas – remuneration and delegation – stand out as major challenges where uncertainties persist. 

To help firms understand these challenges and how to address them, Deloitte specialists from the UK, Ireland and Luxembourg hosted a joint webinar in which they share insights on the latest developments in AIFMD’s rules on remuneration and delegation. Areas for discussion include: 

  • Current themes across asset management reward 
  • Impact of the recent Financial Conduct Authority (FCA) remuneration consultation paper 
  • AIFM remuneration in a Luxembourg and Ireland context 
  • How the different remuneration regimes (CRD III, CRD IV, AIFMD, UCITS V) interact 
  • Delegation and substance in the UK, Ireland and Luxembourg 
  • Deciding on your AIFM model 

Speakers: 

Helen Beck, Partner, Financial Services Remuneration, Deloitte UK 
Niamh Geraghty, Director, Investment Management Advisory, Deloitte Ireland 
Marc Noirhomme, Director, ERS Regulatory Consulting, Deloitte Luxembourg
Patrick Rooney, Senior Manager, Investment Management Advisory, Deloitte Ireland 

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AIFMD remuneration and delegation slides (PDF)

AIFMD webinar: depositary function

AIFMD introduces a depositary  regime that is far more detailed, prescriptive and onerous than the current European depositary framework.  The new standard of depositary liability  stands out as one of the most controversial elements of the new regime while  other duties in relation to depositary oversight, safekeeping and cash monitoring have also raised the bar. 

This webinar covers:

  • Overview of the new depositary regime
  • Key duties
  • Depositary liability and prime broker models
  • Operational impacts
  • Future depositary landscape

Speakers: 

Niamh Geraghty, Director,  Investment Management Advisory, Ireland
Patrick Rooney, Senior Manager, Investment Management Advisory, Ireland
Michael Booth, Senior Manager, Audit and Advisory Financial Services, UK

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AIFMD: Depositary function slides (PDF)

AIFMD webinar: AIFM structuring and delegation, valuation and remuneration

This webinar discusses key considerations in appointing an AIFM and structuring your delegation, remuneration and valuation arrangements.

The webinar addresses:

AIFM structuring and delegation

  • Key requirements and responsibilities
  • Applying the rules on delegation
  • Impacts on business structure

Remuneration

  • AIFMD – remuneration update
  • Interaction with other regulatory developments (CRD IV and UCITS V)
  • How are firms responding to the challenges and next steps

Valuation

  • Valuations governance
  • The role of the “external valuer”
  • Key valuation controls

Speakers: 

Helen Beck, Partner, Financial Services Remuneration, Deloitte UK
Niamh Geraghty, Director, Investment Management Advisory, Deloitte Ireland
John Cotton, Director, Financial Services Remuneration, Deloitte UK
Patrick Rooney, Senior Manager, Investment Management Advisory, Deloitte Ireland

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AIFMD: AIFM structuring and delegation, valuation and remuneration slides (PDF)

Webinar: AIFMD for US fund managers

The Alternative Investment Fund Managers Directive (AIFMD) brings about significant changes for US managers in respect of the funds that they either manage or distribute in the EU. The rules will apply to managers of alternative investment funds including hedge funds, private equity funds and real estate funds. This new and comprehensive AIFMD regulatory framework will be in place as of July 22, 2013.

Topics covered include: 

  • Impacts on distribution
  • Key requirements of the directive
  • Options available and steps to compliance

Speakers: 

Mike Fay, Principal, Deloitte & Touche LLP
Brian Jackson, Partner, Deloitte & Touche Ireland
Niamh Geraghty, Director, Deloitte & Touche Ireland
Marc Noirhomme, Director, ERS Regulatory Consulting, Deloitte Luxembourg
Patrick Rooney, Senior Manager, Deloitte & Touche Ireland

View webinar

AIFMD for US fund managers slides (PDF)

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