Menu

Market turbulence re-emerged with a vengeance through the latter half of 2015 with fund managers once again challenged by the need to carefully pick the strategies that would ride the volatility storm. Coupled with market management, investment managers also saw moves by investors towards a wider area of investment strategies and an ongoing need to manage costs in the formation, domiciling and distribution stages.

The seventh annual Fund Formation, Domiciling & Distribution report brings together leading chief operations, regulation, product development, technology and senior executive officers to debate and explore appropriate strategies to forming new investment structures, picking appropriate domiciles and moving to a distribution campaign with best practice in mind.

Download
Report Free

Share with others:

SECTION 1

MAXIMIZING FUND VALUE BY GETTING IT RIGHT IN THE BEGINNING

1.1 INTERVIEW:
Five things you need to know when setting up a fund

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee

  • Terry Yodaiken, Head of Product Development – EMEA, First State Investments

1.2 WHITEPAPER:
Substance requirements remain under the fund microscope

  • Dominic Wheatley, Chief Executive, Guernsey Finance

SECTION 2

ONSHORE OR OFFSHORE: WHICH MAKES THE MOST SENSE?

2.1 INTERVIEW:
Criteria and checklist for choosing a domicile

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Enrico Turchi, Managing Director – Conducting Officer, Pioneer Investment Management

2.2 INTERVIEW:
Differences between offshore domiciles and how to make an accurate comparison between each

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Christopher Jehan, Chairman of the Technical Committee, Guernsey Investment Fund Association and Operations Manager, Investec Asset Management

SECTION 3

KEY FORCES SHAPING DISTRIBUTION: CHALLENGES AND OPPORTUNITIES

3.1 INTERVIEW:
Solutions for asset managers in distributing their funds globally

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Jean Devambez, Global Head of Product and Clients Solutions, BNP Paribas Securities Services

3.2 WHITE PAPER:
Regulatory consistency in a global environment - an outlook on current challenges and opportunities in the regulation of fund distribution worldwide

  • Denise Jud, Executive Director, Head of Global Legal Distribution, GAM Investment Management (Switzerland)

Dominic Wheatley

Chief Executive, Guernsey finance

Jean Devambez

Global Head of Product and Clients Solutions, BNP Paribas Securities Services

Enrico Turchi

Managing Director/Conducting Officer, Pioneer Asset Management

Denise Jud

Executive Director/Head of Global Legal Distribution, GAM Investment Management

Terry Yodaiken

Head of Product Development – EMEA, First State Investments

Guernsey Finance is the promotional agency for the island’s finance industry internationally.
The joint government / industry body is responsible for promoting Guernsey as a leading international finance centre, including its internationally renowned banking, investment funds, private wealth and insurance sectors, across traditional and emerging markets. Headquartered in Guernsey, the organisation also has representative offices in Shanghai and Hong Kong.
Under the leadership of Chief Executive Dominic Wheatley, Guernsey Finance ensures that the core values and competencies of the island’s finance sector are accepted and respected by the international community and that financial business development flows are enhanced.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.
Opal Group is a global conference organizer catering to top executives and decision makers throughout various industries.