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Setting up an AIF: A roadmap for success

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The Reform Club

104 Pall Mall

London

SW1Y 5EW

United Kingdom

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The GFM “Setting up an Alternative Investment Fund in Europe” event is aimed at fund managers looking to make their first foray into setting up their own alternative funds business, and what the best pathway should be to establishing an AIFMD-compliant fund product.

A series of five panel discussions will attempt to provide a clear roadmap on each of the key stages involved in thinking about the process of establishing an AIF; something that has taken on greater significance following the UK’s Brexit decision last June.

Today, for anyone looking to set up an EU regulated fund, there are so many considerations that need to be thought through: determining what the legal structure should be; which European jurisdiction to choose; who the target investors and overall distribution strategy will be; whether to set up a standalone fund or use a regulatory platform etc.

Regardless of whether attendees already operate a European alternative fund or are thinking of establishing one, the GFM “Setting up an Alternative Investment Fund in Europe” event will reveal just what it takes to get a fund off the ground in today’s complex regulatory environment.

Below is the outline agenda of the day:

09:30 - 10:20 - Panel 1: Legal and fund structure considerations: where should managers domicile the AIF? What are the different AIF vehicles available to use in different European jurisdications

  • Chairperson – Peter Jakubicka, Business Development Manager - Circle Partners
  • Nicholas Warren, Manager, Corporate Services - Chetcuti Cauchi
  • Marc van Campen, Partner, Van Campen Liem
  • Cillian Bredin, Partner, Asset Management & Investment Funds Team - Dillon Eustace
  • Pierre de Backer, Principal, Investment Funds, Asset Management and Corporate Pratices Deynescourt

10:20 - 11:10 - Panel 2: Regulation and Compliance: This panel will discuss how to set up your management business under AIFMD

  • Chairperson – Lucian Firth, Partner - Simmons & Simmons
  • Andrew Frost, Director, Investment Management Solutions - Lawson Conner
  • Jerome Lussan, Founder & CEO - Laven Partners
  • Nathalie Hankey, General Counsel - Privium

11:10 - 11:30 - Coffee break

11:30 - 12:20 - Panel 3: Self-managed AIFM vs outsourced AIFM – What are the considerations for becoming a registered AIFM, should a de miminis manager even need to think about it? What are the pros and cons to appointing a third party AIFM?

  • Chairperson – William Jones, Co-Founder & Senior Partner - ManagementPlus Group
  • Kavitha Ramachandran, Senior Manager - Business Development & Client Management - Maitland Group
  • Christoper Hilditch, Head Partner - Schulte Roth & Zabel
  • Conor MacGuinness, Director - DMS Group
  • Lisa McAnnay, General Counsel - Symmetry Investments

12:20 - 13:20 - Lunch

13:20 - 13:40 - Keynote address: What could the implications of Brexit be to UK-based AIFMs? Ian Manson, Managing Director - Duff & Phelps

13:40 - 14:30 - Panel 4: Selecting the AIF's Service Providers – the importance of the the prime broker, the fund administrator, the custodian, the depositary, and even the outsourced risk provider, in supporting an AIF.

  • Chairperson – Kevin LoPrimo, Managing Director, Head of International Prime Brokerage - Cowen Prime
  • Jerry Lees, CEO - Linear Investments
  • Leah Cox, Managing Director - Melana Capital
  • Paul Spendiff, Managing Director - Apex Fund Services

14:30 - 15:20 - Panel 5: Marketing & Distribution – passporting considerations, reporting to local regulators under NPRR, what are the different distribution channels available in Europe? Benefits of using distribution partners. Building a digital brand identity.

  • Chairperson – James Williams, Managing Editor, GFM
  • Cyril Delamare, CEO - ML Capital
  • Attilio Veneziano, Founder, Veneziano & Partners
  • Penny Walker, General Counsel - Campbell Lutyens
  • Ole Rollag, Founder, Murano

15:20 - 15:35 - Keynote address: Insights from a start-up manager. Randeep Grewal, Fund Manager - Trium Capital LLP

15:35 - close and networking drinks reception

Portfolio managers already working at alternative fund management groups, legal counsel, distribution agents, consultants and compliance specialists, are all encouraged to attend and find out more about doing business in Europe.

This event is strictly targeted at fund managers and is free to attend, it will start at 9am and finish with a networking drinks reception at 4pm

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Date and Time

Location

The Reform Club

104 Pall Mall

London

SW1Y 5EW

United Kingdom

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