Overview
The London Stock Exchange's Specialist Fund Market opened for new admissions on 1 November 2007. This global unique market has been introduced to accomodate highly specialised investment entities with sophisticated legal structures and security types.
Our one-day conference will explore the benefits and opportunities of the Specialist Fund Market, examine the access and admissions process, analyse the different fund types and structures and assess the future potential of the market.
Location: London Stock Exchange
Conference date - 23 January 2008
Why attend the conference?
Hosted at the heart of London's financial centre and the home of the new market, this conference will focus on the benefits of this next generation marketplace and its appeal to offshore and overseas investment entities.
Topics to be discussed
- The impact of changes to the Chapter 14 ruling
- Admission rules and entry routes
- Tax considerations and domicile choices
- Accessing the liquidity pools available in London
- Choosing a fund administrator
- Investment techniques, trends and preferences
- The influence of the US economy on the new market
Who should attend?
Agenda summary - to view the full agenda please
click here08.30 Registration and coffee
09.00 Chair's welcome and aims of the day
Andrew Wallace, Senior Manager, Specialist Fund Market,
London Stock Exchange
The next generation marketplace09.05 The state of play: The impact of changes to the Chapter 14 ruling
Jim Moran, Primary Markets Policy, FSA
09.20 Merits and opportunities of the Specialist Fund Market
Andrew Wallace, Senior Manager, Specialist Fund Market,
London Stock Exchange
09.50 Demystifying the new admission rules
Steven Whittaker, Partner, Simmons & Simmons
10.20 An analysis of different fund types and structures
James Coleman, Managing Associate, Linklaters
10.50 Coffee
11.20 Tax considerations and domicile choices for investment entities
Nathan Hall, Tax Director, KPMG, LLP(UK)
12.00 Panel: The potential of the investment entities market
Simon Gray, Managing Editor, Hedgeweek
Steven Whittaker, Partner, Simmons & Simmons
Peter Radford, Chief Executive and Principal, Bordeaux
Services (Guernsey) Ltd
Tim Harvey-Samuel, Managing Director Equity Capital Markets,
Citigroup Global Markets Ltd
12.50 Lunch
Accessing the new market
14.00 London and liquidity: Investment pools available
Tim Harvey-Samuel, Managing Director Equity Capital Markets,
Citigroup Global Markets Ltd
14.40 Considerations when choosing a fund administrator
Peter Radford, Chief Executive and Principal, Bordeaux
Services (Guernsey)Ltd
15.10 Coffee
15.30 Understanding a fund manager's investment and location
decisions
Francois P Joly, Director, Probitas Partners
16.00 Future predictions for the Specialist Fund Market: An audience with the
new market practitioners
James Woolf, Partner, KMPG LLP(UK)
Jon Hayes, Partner, Linklaters
Andrew Wallace, Senior Manager, Specialist Fund Market,
London Stock Exchange
Andrew McCleod, Vice President, The Bank of New York
Mellon, Corporate Trust Services
16.30 Chair's closing remarks
16.45 Close of conference
Cost:
£650 + VAT
Five easy ways to register
Post: Return the booking form attached to the PDF to:
Training Services
London Stock Exchange
10 Paternoster Square
London, EC4M 7LS
Telephone: +44 (0)20 7797 1739
Fax: +44 (0)20 7920 4669
E-mail: training@londonstockexchange.comOnline: Click here to book online
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