Insights

Deloitte Link'n Learn webinar series 2015

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.

New! Download the 2015 Link'n Learn schedule

Latest Link'n Learn webinars

Private Equity, Property Funds & Real Estate

Thursday 26 November 2015

Agenda

Numbers and Trends

  • Strategies

- Core

- Core Plus

- Value Added

- Opportunistic

- Distressed

  • Structures

- Segregated Mandate

- Close-end

- Open-end

- REIT

Speakers

  • Matt Foley, Director, Audit, Ireland
  • Francesco Piantoni, Director Strategy, Regulatory and Corporate Finance, Luxembourg
  • David McCaffrey, Senior Manager, Audit, Ireland

View the webinar in full

Introduction to Hedge Funds

Friday 13 November

Agenda

  • Introduction and Background
  • Key market participants and their respective roles
  • Types of hedge funds
  • Hedge fund strategies
  • European AIFs

Speakers

  • Conor Clancy, Manager, Audit, Ireland
  • Herve Hens, Manager, Outsourced Solutions, Luxembourg

View the webinar in full

Introduction to Hedge Funds

Investment Management Tax

Friday 9 October 2015

Agenda

  • FATCA - latest developments
  • OECD Common Reporting Standard - new exchange of information provisions
  • Capital Gains - tax provisioning, risk, monitoring jurisdictional rule changes, etc
  • Transfer Pricing - implications for Management Companies
  • VAT - Case law developments
  • BEPS - latest on proposals

Speakers

  • Richard McDaid, Director, Tax, Ireland
  • Eugene O’Keeffe, Director, Tax, Ireland
  • Karen Devine, Senior Manager, Tax, Ireland
  • Manuela Abreu, Director, Cross-Border Tax, Luxembourg
  • Irene Aquili, Senior, Cross-Border Tax, Luxembourg

View the webinar in full

Investment Management Tax

Derivative Financial Instruments - Valuing Complex Instruments

Monday 5 October 2015

Agenda

  • Credit-Linked Notes
  • Regulatory Context
  • Recent Trends in Derivative Valuation

- OIS discounting

- Credit Valuation Adjustment

  • Illustration Swap Trading Pre and Post-Crisis

Speakers

  • Elaine Canty, Manager, Financial Advisory, Ireland
  • Greg Watchorn, Manager, Financial Advisory, Ireland
  • Guillaume Ledure, Manager, Advisory and Consulting, Luxembourg

View the webinar in full

Derivative Financial Instruments - Valuing Complex Instruments

Basel III & Solvency II Impact for AM

Monday 28 September 2015

Agenda

  • Introduction
  • Basel III / CRD IV for invesment funds
  • Solvency II for investment funds

Speakers

  • Sylvain Crépin, Director, Outsources Solutions, Luxembourg
  • Bertrand Parfait, Director, Governance Risk & Compliance, Luxembourg

View the webinar in full

Basel III & Solvency II Impact for AM

AIFMD II

Thursday 6 August 2015

Agenda

  • Interest rate swaps
  • Cross currency swaps
  • Contracts for difference
  • Forward contracts and futures
  • Options
  • Total return swaps

Speakers:

  • Aisling Costello, Senior Manager, Investment Management Advisory, Ireland
  • Paola Liszka Draper, Senior Manager, Outsourced Solutions, Luxembourg
  • Ciara Smith, Senior Manager, Audit, UK

View the webinar in full

AIFMD II

Derivative Financial Instruments - Introduction to Valuation

Thursday 9 July 2015

Agenda

  • Interest rate swaps
  • Cross currency swaps
  • Contracts for difference
  • Forward contracts and futures
  • Options
  • Total return swaps

Speakers:

  • Elaine Canty, Manager, Financial Advisory, Ireland
  • Guillaume Ledure, Manager, Advisory and Consulting, Luxembourg

View the webinar in full

Derivative Financial Instruments - Introduction to Valuation

Remuneration (CRD,MiFID, AIFMD, UCITS)

Thursday 11 June 2015

Agenda

  • Regulatory developments:
     - EBA guidelines on CRD IV
     - AIFMD
     - UCITS V
     - MiFID
  • Alignment of risk, reward and culture
  • Key themes in asset management remuneration

Speakers:

  • John Cotton, Director, Tax, UK
  • Xavier Martinez Aldariz, Director, Tax, Luxembourg
  • Chris Campbell, Assistant Manager, Tax, UK

View the webinar in full

Remuneration (CRD,MiFID, AIFMD, UCITS)

EMIR

Thursday 28 May 2015

Agenda

  • Current status of EMIR – where do we stand on implementation and final technical rules
  • What is still outstanding – what rules need to be finalised and when do we expect this
  • Future challenges – what are the challenges still facing market participants on implementing EMIR
     - collateral
     - clearing
  • SFTR
     (a) What is it
     (b) What does it do
            (i) Disclosure
            (ii) Trade reporting
            (iii) Re-hypothecation
     (c) What is the expected timeframe
     (d)What should the market be thinking about now?

Speakers:

  • Niamh Geraghty, Partner, Financial Services, Ireland
  • Hubert Justal, Director, Audit, Luxembourg
  • Natalie Berkecz, Senior Manager, Audit, Luxembourg
  • Tim Rawlings, Assistant Manager, Audit, UK

View the webinar in full

EMIR SFT Regulations

Capital Markets Union

Thursday 21 May 2015

Agenda

  • Introduction to capital markets union
  • ELTIFs & CMU
  • UCITS, retail funds, & CMU
  • CMU & tax
  • CMU – political environment

Speakers:

  • Christopher Stuart Sinclair, Director, Corporate Finance, Luxembourg
  • Laura Wadding, Senior Manager, ERS, Ireland
  • Aisling Costello, Senior Manager, Investment Management Advisory, Ireland

View the webinar in full

Capital Markets Union

European Fund Distribution

Thursday 30 April 2015

Agenda

  • Market overview
  • EEA region

UCITS & PRIPS - KID & KIID

ELTIF – retail & professional passporting

AIFMD passport – ‘Commission Delegated Regulation’ & ESMA ‘Call for evidence’

  • Swiss funds distribution regime

Speakers:

  • Markus Schwamborn, Senior Manager, Outsourced Solutions, Luxembourg
  • Marc Escher, FSI Investment Management, Switzerland
  • Aisling Costello, Senior Manager, Investment Management Advisory, Ireland

View the webinar in full

European Fund Distribution

Anti Money Laundering (AML)

Thursday 16 April 2015

Agenda

  • The 4th EU Money Laundering Directive
  • Expected major effects on Irish legislation
  • Focus of Irish regulator on AML
  • UK perspective on the 4th EU Money Laundering Directive
  • 4th Directive – building on solid foundations
  • Focus of the UK regulator on AML
  • Next steps for Funds and Administrators

Speakers:

  • Niall O'Farrell, Manager, ERS, Ireland
  • Scott Geddes, Senior Manager, Audit, UK

View the webinar in full

Anti Money Laundering (AML)

Loan Funds

Thursday 2 April 2015

Agenda

  • Introduction
  • Background to loan funds
  • Ireland’s Loan QIAIF
  • European Long Term Investment Fund
  • Comparison between the Loan QIAIF and the Loan ELTIF
  • April webinars
  • Q&A

Speakers:

  • Niamh Geraghty, Director, Financial Services, Ireland
  • Conor Clancy, Senior Manager, Financial Services, Ireland
  • Aisling Costello, Senior Manager, Investment Management Advisory, Ireland

View the webinar in full

Loan Funds

Client assets

Thursday 25 March 2015

Agenda

  • FCA Policy Statement 14/9 – 1 June 2015 impact
  • Quarterly Consultation CP15/8 on CASS
  • Outlook of CASS Risks for 2015

Speakers:

  • Dennis Cheng , Senior Manager, Audit, UK
  • Aisling Costello, Senior Manager, Investment Management Advisory , Ireland

View the webinar in full

Client assets

UCITS V & VI updates

Thursday 5 March 2015

Agenda

  • UCITS market overview
  • UCITS VI
  • ESMA’s consultation on different share classes
  • PRIPS & KID
  • Guidelines on ETFs and other UCITS issues
  • Depositary independence
  • UCITS V

Speakers:

  • Aisling Costello, Senior Manager, Investment Management Advisory , Ireland
  • Tom Renders , Senior Manager, Audit, Brussels

View the webinar in full

UCITS V and UCITS VI updates

AIFMD developments

Thursday 19 February 2015

Agenda

  • Market review
  • Annex IV Reporting
  • Distribution
  • Asset Segregation

Speakers:

  • Aisling Costello, Senior Manager, Investment Management Advisory , Ireland
  • Paola Liszka Draper , Senior Manager, Outsourced Solutions, Luxembourg
  • Sylvain Crepin, Senior Manager, OUutsourced Solutions, Luxembourg

View the webinar in full

AIFMD Developments

Money Market Funds - International developments

Thursday 5 February 2015

Agenda

  • CNAV funds
  • Directors’ responsibilities
  • Diversification & concentration
  • Stress testing & credit assessment
  • Valuation
  • Authorisation
  • External support
  • Transparency

Speakers:

  • Paul Kraft, Partner, Audit, US
  • Brian Jackson, Partner, Investment Management, Ireland
  • Alan Cuddihy, Director, Audit, Ireland
  • Aisling Costello, Senior Manager, Investment Management Advisory , Ireland

View the webinar in full

Money Market Funds - International developments

Regulatory outlook for 2015

Thursday 22 January 2015

Agenda

  • UCITS 
  • AIFMD
    - Remuneration
    - Reporting
    - Marketing
  • MiFID
  • Money Market Funds
  • European Long Term Investment Funds
  • European Social Entrepreneurship fund
  • European Venture Capital Fund

Speakers:

  • Markus Schwamborn, Senior Manager, Outsourced Solutions, Luxembourg
  • Paola Liszka Draper, Senior Manager, Outsourced Solutions, Luxembourg
  • John Cotton, Director, Tax, UK
  • Michel Rothilde, Senior Manager, Governance Risk and Compliance, Luxembourg
  • Servane Pfister, Associate Director, ERS, France
  • Aisling Costello, Senior Manager, Investment Management Advisory , Ireland
  • Juliette Ly, Senior Manager, ERS, France
  • Brian Jackson, Partner, Investment Management, Ireland

View the webinar in full

Regulatory outlook for 2015
Did you find this useful?