Link'n Learn

Insights

Link'n Learn

Interactive Access to Deloitte Knowledge

Since 2009, Deloitte has decided to open its knowledge resources to the professionals of the Financial Services Industries community.

What is Link’n Learn?

Led by Deloitte’s leading industry experts, Link’n Learn is a series of webinars conducted over 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.

How to join
Our webinars will be held on Thursdays, from 04:00 to 05:00 p.m. GMT (See the equivalent time for your region).

If you wish to attend to these webinars, please email us in order to receive our e-mail invitations with the link to access to these webinars.

You can also connect to the webinar via your smartphone or your tablet.

Missed a session?
The webinars are recorded and these recordings are available online in MP4 format after each session. These will be made available on this page after each session.

Link'n Learn - Interactive Access to Deloitte Knowledge

Agenda for Money Market Funds

  • Introduction
  • MMF Regulation at a glance
  • Key attention points
  • ESMA publication
  • Conclusions and Key Message

Speakers:

Nicolas Hennebert -Partner, Audit. Deloitte Luxemburg.

Fabian De Keyn - Director, OTC Valuations. Deloitte Luxemburg.

Derina Bannon - Senior Manager, Legal and Regulatory. Deloitte Ireland.

Money Market Funds

Agenda for Political Landscape and Global Impact for Funds

Thursday 16 November 

Agenda:

  • Introduction
  • Brexit impact for IM 
  • Recent ESMA opinion on delegation & substance
  • EU draft regulation on ESA powers
  • Conclusion

Speakers:

Sandrine Leclercq - Director, Advisory & Consulting. Deloitte, Luxemburg.  

Watch the webinar in full.

Agenda for Political Landscape and Global Impact for Funds

Basel III and CRD V/CRR II

Thursday 9 November 

Agenda: 

Overiew of CRR II

  • Basel III elements
  • Large Exposures
  • Leverage ratio
  • Exposure to Central Counterparties
  • Net Stable Funding ratio

Basel IV elements

  • Fundamental review of the trading book (FRTB)
  • Standardised Approach for Counter party credit risk (SA-CCR)
  • Interest rate risk in the book (IRRBB)
  • Disclosure        

Recovery and Resolution

  • Total loss absorbing capacity- TLAC

Conclusion

Speakers:

John Kernan – Director, Financial and Regulatory Risk - Deloitte Ireland 

Watch the webinar in full.

Basel III and CRD V/CRR II

Investment Management Tax

Thursday 2 November 

Agenda:

  • Introduction
  • Capital gains tax
  • Automatic exchange of information
  • DAC5
  • Section 871(m)
  • Investor tax reporting
  • Conclusion

Speakers:

Nenad Ilic – Director - Deloitte Luxembourg

Jacquou Martin – Director - Deloitte Luxembourg

Watch the webinar in full

Investment Management Tax

Derivative Financial Instruments - Part 2

Thursday 19 October

Agenda:

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

- OIS discounting

- Credit Valuation Adjustment

- Illustration: Swap trading in the past and nowadays

  • Conclusions and key messages

Speakers:

Guillaume Ledure – Senior Manager - Deloitte Luxembourg

Stefano Portolan – Manager - Deloitte Luxembourg

Watch the webinar in full

Derivative Financial Instruments - Part 2

Digital Landscape in the Investment Management Industry

Thursday 12 October  

Agenda

  • Introduction
  • Investment Management Wealth Digital overview and focus on distribution
  • Disruptive technology in asset servicing
  • Digital Regulatory Technology
  • Conclusion

Speakers:

Kim Huge - Partner, Investment Management, Luxembourg

Andrew McNeill - EMEA IM Digital lead, Deloitte UK

Julie Farren - Investment Management, Ireland

Digital Landscape in the Investment Management Industry

Derivative Financial Instruments - Part 1

Thursday 5 October

Agenda:

  • Introduction
  • Definition and use of derivatives
  • Case studies: derivatives failures
  • Classification of derivatives
  • Linear instruments
  • Swaps
  • Non-linear instruments
  • Structured products
  • Hybrid products
  • Conclusion

Speakers:

Guillaume Ledure – Senior Manager - Deloitte Luxembourg

Stefano Portolan – Manager - Deloitte Luxembourg

Watch the webinar in full

Derivative Financial Instruments - Part 1

Anti-Money Laundering Directive - AMLD IV

Thursday 21 September

Agenda:

  • Introduction
  • Regulation (EU) 2015/847 on information accompanying transfers of funds
  • Proposal for amendments (4th and 5th AML Directives)
  • AML and tax towards a transparent world
  • Local Developments
  • Conclusion

Speakers:

Laura Wadding, Director, Ireland, Dublin

Ciara Porter, Manager, Ireland, Dublin

Bastien Collette, Director, Luxemburg

Watch the webinar in full

Anti-Money Laundering Directive - AMLD IV

Investment Management Funds - Accounting update

Thursday 27, July 2017

Agenda:

  • The Companies Accounting Act (2017)
  • ESMA Brexit Opinions – Investment Management
  • Questions and Answers

Speakers:

Derina Bannon, Manager, Audit and assurance, Ireland
Livia Maria de Sousa Faria, Assistant Manager, Audit, Ireland

Watch the webinar in full

Investment Management Funds - Accounting update

Corporate Governance

Thursday 8, June 2017

Agenda:

  • Introduction to fund governance
  • An overview of CP86
  • Themes in Fund Governance

Speakers:

Sandrine Leclercq, Director, Advisory & Consulting, Luxembourg
Melissa Scully, Senior Manager, Financial Services Risk Advisory, Ireland
Derina Bannon, Manager, Audit and assurance, Ireland

Watch the webinar in full

Corporate Governance

ETFs

Thursday 18, May 2017

Agenda:

  • Growth of ETF’s in Europe
  • EFT Themes in Governance
  • Tax Landscape for ETF’s
  • The future for ETF’s

Speakers:

Guillaume Brousse, Director, Audit and assurance, Luxembourg
Jack Lee, Director, Audit and assurance, Ireland
Seamus Kennedy, Senior Manager, Tax and Legal, Ireland
Derina Bannon, Manager, Audit and assurance, Ireland

Watch the webinar in full

ETF's

PRIIPs and KID

Thursday 11, May 2017

Agenda:

  • Introduction: The PRIIPs framework
  • PRIIPS: Impact
  • PRIIPS New RTS: What has changed?
  • PRIIPS Challenge: Deeper dive on the Risk, Performance and Cost section
  • PRIIPS Challenge: Maintenance Cycle
  • Questions and Answers

Speakers:

Chris Farkas, Director, Risk Advisory, United Kingdom
Jeffrey Micallef, Director, Advisory & Consulting, Luxembourg

Watch the webinar in full

Download webinar slides

MiFID II

Thursday 27, April 2017

Agenda:

  • RTS and Level 3 Update
  • Q&A Update
  • Deep Dive into Product Governance, including survey from Luxembourg on cooperation between distributors and manufacturers of products
  • Questions

Speakers:

Kevin Demeyer, Senior Manager, Advisory & Consulting, Luxembourg
Ciara O'Grady, Manager, Audit, Ireland
Julien Baguet, Manager, Advisory & Consulting, Luxembourg

Watch the webinar in full

Download webinar slides

EMIR and SFTR

Thursday 13, April 2017

Agenda:

  • EMIR: where do we stand and next steps

- Margin requirements

- Clearing

- Reporting

  • SFTR: where do we stand and next steps

- Transparency on re-use

- Disclosure to investors

- Reporting

  • Data mutualisation between EMIR and SFTR

Speakers:

Kevin Demeyer, Senior Manager, Advisory & Consulting, Luxembourg

Watch the webinar in full

Download webinar slides

CMU

Thursday 30, March 2017

Agenda:

  • Overview of CMU initiatives
  • Timeline
  • Deep Dive – The Green Paper
  • CMU Policy Developments
  • Focus on Cross-Border Distribution of Investment Funds
  • EFAMA Statement
  • Pan – European Pension Product
  • Conclusions and questions

Speakers:

Paola Liszka Draper, Senior Manager, Advisory and Consulting, Luxembourg
Derina Bannon, Manager, Audit, Ireland
Coco Chen, Associate, Audit, United Kingdom

Watch the webinar in full

Download webinar slides

Data protection

Thursday 16, March 2017

Agenda:

  • Introduction to Data Protection
  • GDPR – Key changes in the new Regulation
  • Steps to take now to prepare for compliance

Speakers:

Georges Wantz, Director, Advisory & Consulting, Luxembourg
Jessica Lavery, Senior Consultant, Data Privacy Services, Ireland

Watch the webinar in full

Data protection

Fintech and disruptive technologies in asset management

Thursday 2, March 2017

Agenda:

  • Our World - A situation analysis of the industry now and in the future
  • The customers customer – New behaviours and approaches
  • Game changers – mega trends

- Blockchain

- Robotic Process Automation (RPA)

- Advanced analytics

  • Unlocking future success
  • RegTech

Speakers:

Cormac Dinan, Director, Consulting, Ireland
Cillian Leonowicz, Senior Manager, Consulting, Ireland
Katja Krieg, Manager, Consulting, Luxembourg

Watch the webinar in full

Fintech and disruptive technologies in asset management

Tax Outlook 2017

Thursday 16, February 2017

Agenda:

  • Introduction
  • UK Tax Update (Brexit, Autumn Statement)
  • Irish Tax Update (Finance Act 2016)
  • Luxembourg Tax Update
  • BEPS Update
  • Conclusion

Speakers:

Eric Centi, Partner, Tax, Luxembourg
Katherine Worraker, Director, Tax, United Kingdom
Julien Lamotte, Director, Tax, Luxembourg
Seamus Kennedy, Senior Manager, Tax, Ireland
Rachel Henry, Assistant Manager, Tax, Ireland

Watch the webinar in full

Tax Outlook 2017

Introduction to Investment Funds

Thursday 2, February 2017

Agenda:

  • Overview of Investment Funds Industry
  • Overview of Fund Types
  • Roles and Responsibilities of Key Actors
  • Key Developments and Challenges

Speakers:

Brian Forrester, Partner, Audit, Ireland
Sandrine Leclercq, Director, Advisory & Consulting, Luxembourg
Derina Bannon, Manager, Audit, Ireland

Watch the webinar in full

Introduction to Investment Funds
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