Insights

Deloitte Link'n Learn webinar series 2016

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.

Download the 2016 Link'n Learn schedule

The Securities Financing Transactions Regulation (SFTR)

Thursday, 1 December 2016

Agenda:

1. Background to SFTR and an overview of the 3 Key Requirements

  • Reuse Requirements
  • Disclosure Requirements
  • Reporting Requirements

2. Conclusions

  • Insights from Luxembourg and Ireland on the impact of SFTR

Speakers:

  • Laurent Collet, Partner, Advisory & Consulting, Luxembourg
  • Kevin Demeyer, Director, Advisory & Consulting, Luxembourg
  • Derina Bannon, Manager, Audit, Ireland

Watch the webinar in full

The Securities Financing Transactions Regulation (SFTR)

Basel III and Solvency II for asset managers

Thursday, 3 November 2016

Agenda

  • Overview of Basel III / CRD IV
  • Direct implications for investment firms
  • Indirect impacts for investment funds
  • Overview of Solvency II
  • Indirect impacts for asset managers and investment funds

Speakers:

  • Sylvain Crépin, Director, Advisory & Consulting, Luxembourg
  • Julien Wolff, Manager, Risk Advisory, Luxembourg
  • Jason Vassaux, Senior Consultant, Risk Advisory, Luxembourg

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Basel III and Solvency II for asset managers

Derivative Financial Instruments - Valuing Complex Instruments

Thursday, 13 October 2016

Agenda:

  • Reminders of Part 1
  • Current regulatory framework
  • Securitization and CDOs
  • Recent trends in derivatives markets

Speakers:

  • Guillaume Ledure, Senior Manager, Advisory & Consulting, Luxembourg
  • Stefano Portolan, Senior Consultant, Advisory & Consulting, Luxembourg

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Derivative Financial Instruments - Valuing Complex Instruments

Investment Fund Tax

Thursday, 6 October 2016

Agenda:

  • Introduction
  • Capital Gains Tax
  • BEPS
  • Anti-Tax Avoidance Diective
  • Country by Country Reporting
  • FATCA
  • Common Reporting Standard
  • Conclusion

Speakers:

  • Rebecca McGerty, Director, Tax, Deloitte UK
  • Manuela Abreu, Director, Cross Border Tax, Deloitte Luxembourg
  • Seamus Kennedy, Senior Manager, Tax, Deloitte Ireland
  • Rachel Henry, Assistant Manager, Tax, Deloitte Ireland

Watch the webinar in full

Investment Fund Tax

ETF Updates

Thursday, 22 September 2016

Agenda:

  • ETF landscape in Europe and Ireland
  • ETFs in operations
  • Impact of EU Audit Reform on ETF’s
  • Tax regime for ETFs
  • BEPS

Speakers:

  • Christian MacManus, Partner, Financial Services Audit, Deloitte Ireland
  • Jack Lee, Director, Financial Services Audit, Deloitte Ireland
  • Niamh Gaffney, Director, Financial Services Tax, Deloitte Ireland

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ETF Update

Opportunities and Threats of Digital for the Investment Management Industry

Thursday, 15 October 2016

Agenda:

  • Digital is changing the IM world
  • Focus on how Blockchain can be used in IM
  • Deloitte & Blockchain

Speakers:

  • Cillian Leonowicz, Senior Manager, Advisory & Consulting, Deloitte Ireland
  • Nadia Andersen, Manager, Advisory & Consulting, Deloitte Ireland

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Opportunity and threats of digital for the investment management industry

Property Funds, Private Equity and Real Estate

Thursday, 8 September 2016

Agenda:

  • Numbers and Trends
  • RE Strategies
  • Fund Structures
  • Financial Cash Flows & Operations
  • Balance Sheet and Profit & Loss examples
  • RE from an Investor Perspective

Speakers:

  • Francesco Piantoni, Director, Strategy, Regulatory and Corporate Finance, Deloitte Luxembourg
  • David McCaffrey, Senior Manager, Audit, Deloitte Ireland
  • Rory Brown, Manager, Audit, Deloitte Ireland

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Property Funds, Private Equity and Real Estate

AIFMD II

Thursday, 17 August 2016

Agenda

  • AIFMD Notifications Refresher
  • Update on ESMA's Advice of July 2016
  • Post Brexit Perspective

Speakers:

  • Paola Liszka-Draper, Senior Manager, Advisory & Consulting , Deloitte Luxembourg
  • Derina Bannon, Manager, Legal and Regulatory , Deloitte Ireland
  • Miles Bennett, Associate Director, Risk Advisory, Deloitte UK

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AIFMD II

MiFID II and MiFIR Update

Thursday, 11 August 2016

Agenda

  • Current State of Level 2 Text
  • Our Insight on key programme & regulatory challenges
  • Deep Dive: MiFID II Transaction Reporting
  • Q&A

Speakers:

  • Manmeet Rana, Director, Risk Advisory , Deloitte UK
  • Ciara O’Grady, Manager, Audit, Deloitte Ireland
  • Will McCarte, Manager, Risk Advisory, Deloitte Ireland

Watch the webinar in full

MiFID II and MiFIR Update

Introduction to Investment Funds

Thursday, 16 June 2016

Agenda:

  • Introduction
  • General principles

How an investment funds works?

Different structures

Parties involved

  • Regulatory evolutions
  • Market trends

Speaker:

  • Tom Renders, Senior Manager, Audit, Deloitte Belgium

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Introduction to Investment Funds

MAD II and MAR

Thursday, 2 June 2016

Agenda:

  • Background to MAR
  • Key Developments and Challenges
  • Case Studies
  • Market Abuse Control Frameworks

Speakers:

  • Stephane Blais, Associate Director, Risk Advisory, Deloitte UK
  • Simon Thorpe, Manager, Risk Advisory, Deloitte UK

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MAD II and MAR

Client Asset Rules Across Europe

Thursday, 26 May 2016

Agenda:

  • Client money overview
  • Client Assets in the UK
  • Client Assets in Ireland
  • MiFID II and Client Assets

Speakers:

  • Atique Khan, Manager, Risk Advisory, Deloitte UK
  • Laura Wadding, Senior Manager, Risk Advisory, Deloitte Ireland
  • Dennis Cheng, Senior Manager, Audit, Deloitte UK

Watch the webinar in full

Client Asset Rules Across Europe

Anti-Money Laundering

Thursday, 19 May 2016

Agenda:

  • 4 EU AML Directive
  • Updates to Directive by EU Commission
  • CBI AML Funds Industry letter Nov 2015

Speakers:

  • Niall O'Farrell, Senior Manager, Risk Advisory, Deloitte Ireland
  • Ciara O'Reilly, Manager, Risk Advisory, Deloitte Ireland

Watch the webinar in full

Anti-Money Laundering

Introduction to Derivative Instruments - Part 1

Thursday, 12 May 2016

Agenda:

1. Definition and use of derivatives

2. Case studies: derivatives failures

3. Classification of derivatives

  • Linear instruments
  • Swaps
  • Non-linear instruments
  • Structured products
  • Hybrid products

4. Conclusions and key messages

Speakers:

  • Guillaume Ledure, Manager, Capital Markets, Deloitte Luxembourg
  • Jean-Benoît Demelenne, Senior Consultant, Capital Markets, Deloitte Luxembourg

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Introduction to Derivative Instruments - Part 1

PRIIPs

Thursday, 28 April 2016

Agenda:

  • Part 1: Setting the scene: PRIIPs summary
    Defining the objectives of PRIIPs’ Regulation
    Types of products in scope
    Timeline and main information
  • Part 2: Key Information Document
    KID content dissected
    Risk & reward section
    KID update and refresh
    Challenges
  • Part 3: UCITS – Lessons Learned
    Design
    Calculation
    Digitalization, dissemination and publication

Speakers:

  • Sylvain Crépin, Director, Financial Risk Management, Deloitte Luxembourg
  • François-Kim Hugé, Director, Advisory and Consulting, Deloitte Luxembourg

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PRIIPs

Investment Fund Governance: Developing a Risk-Based Oversight Framework

Thursday, 21 April 2016

Agenda:

  • Part 1: Setting the scene for a Risk-Based Oversight Framework

1. Defining the objectives of investment fund governance

2. Unique characteristics of investment funds

3. Understanding the governance framework for investment funds

  • Part 2: Risk-Based Oversight Framework

Key risks

Step 1: Understanding the fund DNA

Step 2: Risk profiling the Fund

Step 3: Establishing the governance framework

Step 4: Implement and report

Step 5: Review, reflect and revise

Speakers:

  • Mike Hartwell, Head of Investment Management, Deloitte Ireland
  • Dr. Margaret Cullen, CEO, Certified Investment Fund Director Institute

Watch the webinar in full

Investment Fund Governance: Developing a Risk-Based Oversight Framework
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