london-based Event on fund of funds will be followed by seminar on the increasingly important retail structured products market
Back to back forums on multi-manager and structured products take place on 22 May in London. The MultiManager forum will look at this growing trend in the intermediary market, including such issues as whether or not to outsource fundpicking to a third party. The Structured Products event will examine how protected investment plans work and how advisers can judge their risks and pick the right products for clients. Both forums are being run by Investment Week's parent company, Incisive Media.
Contact Louisa Bundy on 020 7432 4440 or email [email protected]
Ernst & Young and Scottish Financial Enterprise are holding a summit on issues facing the financial services sector in the wake of the bear market. The Financial Services Summit takes place on 7-8 May in Edinburgh.
Further information on 0131 553 5777.
JP Morgan Fleming, Schroders and Investec are jointly hosting a series of breakfast forums for intermediaries, starting this week. The providers will discuss consistency of performance regarding their fund ranges.
The next forum is in Northampton on 7 May, followed by Nottingham on 8 May, Reigate on 13 May, Bournemouth on 14 May and High Wycombe on 15 May.
Further information on 0161 877 8099.
Close Property Investment is holding a series of seminars in May to market its new property fund of funds, Property Investment Portfolio.
In addition, Close Finsbury will discuss the new strategy behind its North American Equity fund and Close Brothers Investment will present a product designed to be inheritance tax efficient.
The first seminar is scheduled for 8 May in Belfast, followed by 13 May in Manchester and 14 May in London.
Further information on 020 7424 4000.
A seminar on hedge funds is scheduled for 12-14 May in London. It will cover hedge fund styles and strategies, investor demands, distribution and regulation. Speakers will include Skandia head of risk management Boualem Djehiche and Odey Asset Management partner Hugh Hendry.
Call 020 7242 2324 or visit www.hedgefundsworld.com.
The NAPF Conference & Exhibition will take place 22-23 May at the Scottish Exhibition and Conference Centre in Glasgow. The conference will include discussion on regulations affecting pensions, the Green Paper, corporate governance and the future of the life industry.
Call 020 7808 1300 or email [email protected]
The FSA is organising a conference for investment firms entitled Meeting the Regulatory Challenge at the QE2 Conference Centre in London on 29 May. Key themes will include reforms in the retail market and outsourcing. Speakers will include John Tiner, David Kenmir and David Green from the FSA, Dick Saunders from the IMA and Paul Smee from Aifa.
Call 01483 720707 or email [email protected] cityandfinancial.com.
The FSA is running a conference in London on 4 June to discuss the latest updates to its handbook. The event will focus on topics of concern to compliance officers, including authorisation and supervision, the conduct of business rules, market conduct and the market abuse regime and the approved persons regime.
Call 01483 720 707 or email bookings @cityandfinancial.com.
Goldman Sachs is sponsoring the Global Alternative Investment Management Forum, to be held 10-13 June at the Noga Hilton in Geneva.
Call 020 7915 5103 or email [email protected]
Client risk management and portfolio planning in a bear market is the subject of a one-day seminar being held by the Society of Financial Advisers on 11 June in London.
It will include practical tips on compliance and good practice in a bear market, assessment of the future of with-profits and packaged equity products and best practice on explaining risk and imparting bad news to investors.
Contact www.sofa.org or call 020 7417 4798.
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