Materials from the 2017 London Investment Management Conference

Our Twelfth Annual Investment Conference in London featured presentations from lawyers across the K&L Gates global platform and distinguished industry speakers.

Downloadable Content:

Agenda:
Please click here to download a copy of the day's agenda.

Conference Presentations

• Session I: The Outlook for the European Asset Management Industry (Download the slides for this session)
• Session II: EU Regulatory Update: MiFID II (Download the slides for this session)
• Session III: Keynote Address by Rushad Abadan, Group General Counsel, Standard Life Aberdeen (Download the slides for this session)
• Session IV: Global Distribution Update: Distribution and Registration Regulations, Exemptions and Market Practice
  o Breakout Group 1: U.S. Global Distribution Update
  o Breakout Group 2: EU Global Distribution Update (Download the slides for this session)
  o Breakout Group 3: Middle East (Download the slides for this session)
• Session V: Challenges and Trends in Funds: What to Expect in 2018
• Lunch-Time Keynote Address by Guy Sears: Mutual Funds - If They did not Exist, Would They be Created Today?
• Session VI: Competition and Trade Regulation Risks to Active Fund Managers (Download the slides for this session)
• Session VII: UK and U.S. Enforcement Update: Lessons from Key Cases (Download the slides for this session)
• Session VIII: Fintech for Asset Managers: Blockchain's Transformation of the Asset Management Industry and its Future as the Next Wave of Digitisation Approaches (Download the slides for this session)
• Session IX: ICOs - The Hottest Thing in FinTech and a Trap for the Unwary (Download the slides for this session)

Conference Supplementary Materials

• MiFID II Toolkit for Global Investment Managers
• PRIIPs KID – The New Disclosure Document for Manufacturers and Distributors of Funds, Structured Securities and Other Packaged Investment Products
• UK Asset Management Study - FCA’s Final Report and Package of Remedies 

Industry Speakers

• Rushad Abadan, Group General Counsel, Standard Life Aberdeen
• Haig Bezian, Vice President, Brookfield Financial
• Jos Evans, CEO & Founder, AI-X.ai
• David Harris, Head of Emerging Technology, London Stock Exchange Group
• Julie Patterson, Head of Investment Management, EMA Regulatory Centre of Excellence KPMG
• Jelena Petrovic, Manager of London Regulatory Affairs and Compliance, Western Asset
• Philip Reed, General Counsel, Independent Franchise Partners, LLP
• Jon Rickert, Investment Director, GAM
• Guy Sears, Independent Non-Executive & Consultant