Hi [[ session.user.profile.firstName ]]

Hedge fund industry questions AIFMD rules

The webinar comprises discussion points relating to the latest developments and uncertainty surrounding AIFMD, the release of the draft "level 2" implementing rules, how the hedge fund industry is loddying for changes and the likely consequences if the EC does not consider these concerns.
Recorded Jun 18 2012 26 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Bill Scrimgeour
Presentation preview: Hedge fund industry questions AIFMD rules
  • Channel
  • Channel profile
  • Realising New Investment Opportunities in China Recorded: Nov 24 2016 55 mins
    Paul Ellis, EU Head of Product Solutions
    China continues to liberalise and improve the infrastructure of its financial markets, creating new
    investment opportunities for international firms. Fixed income investors could benefit from
    expansion of the China Interbank Bond Market and equity investors from the opening of the new
    Shenzhen Hong Kong Stock Connect trading link.
    Join our panel of China and regulatory experts as we share our experiences and explore how
    firms could realise these opportunities.
  • Realising New Investment Opportunities in China Recorded: Nov 24 2016 55 mins
    Paul Ellis, EU Head of Product Solutions
    China continues to liberalise and improve the infrastructure of its financial markets, creating new
    investment opportunities for international firms. Fixed income investors could benefit from
    expansion of the China Interbank Bond Market and equity investors from the opening of the new
    Shenzhen Hong Kong Stock Connect trading link.
    Join our panel of China and regulatory experts as we share our experiences and explore how
    firms could realise these opportunities.
  • Planning for "Brexit" Recorded: Sep 15 2016 47 mins
    Henry Raschen, Head of Regulatory Engagement, HSBC Securities Services
    The United Kingdom electorate voted in a referendum on 23 June 2016 for the country to leave the European Union. While the how and when of "Brexit" remain unknown, firms are already assessing its possible impact.
  • Planning for "Brexit" Recorded: Sep 15 2016 48 mins
    Henry Raschen, Head of Regulatory Engagement, HSBC Securities Services
    The United Kingdom electorate voted in a referendum on 23 June 2016 for the country to leave the European Union. While the how and when of "Brexit" remain unknown, firms are already assessing its possible impact.
  • G20 Derivatives Reforms Webinar Recorded: Jul 6 2016 51 mins
    Henry Raschen, Head of Regulatory and Industry Affairs
    Global regulators have been demanding central clearing of derivatives as part of their efforts to reform markets in the wake of the 2008 financial crisis. New rules as to margining of uncleared derivatives are being rolled out across the globe. It has never been more important for firms to understand and be operationally ready for the impact of these reforms.

    Join HSBC and our panel of regulatory experts as they give their insights and latest updates on the status of G20 swap reforms across Europe and Asia,
  • G20 Derivatives Reforms Webinar Recorded: Jul 6 2016 54 mins
    Henry Raschen, Head of Regulatory and Industry Affairs
    Global regulators have been demanding central clearing of derivatives as part of their efforts to reform markets in the wake of the 2008 financial crisis. New rules as to margining of uncleared derivatives are being rolled out across the globe. It has never been more important for firms to understand and be operationally ready for the impact of these reforms.

    Join HSBC and our panel of regulatory experts as they give their insights and latest updates on the status of G20 swap reforms across Europe and Asia,
  • Global Distribution Webinar Recorded: May 5 2016 54 mins
    Henry Raschen - Head of Regulatory Engagement
    Global regulators are driving changes to existing rules and creating new opportunities for the cross-border distribution of funds. Join HSBC and our panel of regulatory experts as they give their insights and latest updates on passporting schemes in Europe and Asia
  • Global Fund Distribution Update Recorded: Apr 28 2016 56 mins
    Henry Raschen, Head of Regulatory and Industry Affairs HSBC
    Global regulators are driving changes to existing rules and creating new opportunities for the cross border
    distribution of funds. Join HSBC and our panel of regulatory experts as they give their insights and latest
    updates on passporting schemes in Asia and Europe.
  • Global Fund Distribution Update Recorded: Apr 28 2016 51 mins
    Henry Raschen, Head of Regulatory and Industry Affairs HSBC
    Global regulators are driving changes to existing rules and creating new opportunities for the cross border
    distribution of funds. Join HSBC and our panel of regulatory experts as they give their insights and latest
    updates on passporting schemes in Asia and Europe.
  • HSBC Securities Services - 2016 Regulatory Update Recorded: Feb 25 2016 55 mins
    Henry Raschen
    Following the significant regulatory changes of the last few years, 2015 can be characterised by how firms addressed the challenges of newly implemented requirements such as AIFMD and EMIR.

    At the same time, investment firms have started to assess their readiness for impending regulations such as UCITS V, CRS, PRIIPs, SFTR, MIFID II and more. Understanding these requirements and their implications will be key in order to prepare your firm’s necessary response.

    We would like to take this opportunity to invite you to a webinar to discuss the second wave of regulations occurring in 2016 and 2017 and their implications for the investment industry.
  • HSBC Securities Services - 2016 Regulatory Update Recorded: Feb 25 2016 56 mins
    Henry Raschen
    Following the significant regulatory changes of the last few years, 2015 can be characterised by how firms addressed the challenges of newly implemented requirements such as AIFMD and EMIR.

    At the same time, investment firms have started to assess their readiness for impending regulations such as UCITS V, CRS, PRIIPs, SFTR, MIFID II and more. Understanding these requirements and their implications will be key in order to prepare your firm’s necessary response.

    We would like to take this opportunity to invite you to a webinar to discuss the second wave of regulations occurring in 2016 and 2017 and their implications for the investment industry.
  • HSBC Securities Services - 2016 Regulatory Update Recorded: Feb 24 2016 53 mins
    Henry Raschen
    Following the significant regulatory changes of the last few years, 2015 can be characterised by how firms addressed the challenges of newly implemented requirements such as AIFMD and EMIR.

    At the same time, investment firms have started to assess their readiness for impending regulations such as UCITS V, CRS, PRIIPs, SFTR, MIFID II and more. Understanding these requirements and their implications will be key in order to prepare your firm’s necessary response.

    We would like to take this opportunity to invite you to a webinar to discuss the second wave of regulations occurring in 2016 and 2017 and their implications for the investment industry
  • HSBC Securities Services - 2016 Regulatory Update Recorded: Feb 24 2016 53 mins
    Henry Raschen
    Following the significant regulatory changes of the last few years, 2015 can be characterised by how firms addressed the challenges of newly implemented requirements such as AIFMD and EMIR.

    At the same time, investment firms have started to assess their readiness for impending regulations such as UCITS V, CRS, PRIIPs, SFTR, MIFID II and more. Understanding these requirements and their implications will be key in order to prepare your firm’s necessary response.

    We would like to take this opportunity to invite you to a webinar to discuss the second wave of regulations occurring in 2016 and 2017 and their implications for the investment industry.
  • UCITS V: Implications and opportunities for fund managers and depositaries Recorded: Jul 16 2015 50 mins
    Paul Ellis and Ronnie Griffin
    The arrival of Undertakings in Collective Investments in Transferable Securities (UCITS) V in 2016 will greatly improve investor protection, but in so doing it will require a significant implementation exercise for fund managers and depositaries. However, more security for investors should further improve the marketability of UCITS, within and beyond Europe, creating commercial benefits for both types of organisation.

    In this webinar session HSBC subject matter experts will first summarise UCITS V’s key provisions and the implementation timetable. We will then examine the three main impacts of investor protection, market growth and fiduciary responsibilities and highlight what you should be doing now to seize the opportunities and plan for UCITS V implementation by 18 March 2016.
  • Breaking down the barriers - The harmonisation of Europe's Securities market Recorded: Oct 21 2014 40 mins
    Henry Raschen
    The European Commission’s objective of harmonising Europe’s securities markets – a process that started in 2000 – is nearly complete. Numerous regulations have been implemented, several more such as the AIFMD and EMIR are currently being phased in, and others like Target2-Securites (T2S) will soon be in force.

    Henry Raschen, Head of Regulatory and Industry Affairs, Europe, HSBC Securities Services, will host a webinar outlining the current situation, with a special focus on T2S. He will also examine the intended and possible unintended consequences of all of these changes for market participants.

    The webinar will take place on Tuesday 21 October, at 14:30
  • AIFMD: One year on Recorded: Oct 9 2014 42 mins
    Bill Scrimgeour
    The Alternative Investment Fund Managers Directive (AIFMD) came into force on 22 July 2013, but a number of transitional arrangements still apply, meaning that the Directive is not yet fully in force.

    Bill Scrimgeour, Global Head of Regulatory and Industry Affairs at HSBC Securities Services, will host a webinar on the AIFMD to explain what aspects of the Directive are yet to come into effect. He will also outline what impact the legislation has had on the alternative investment fund industry so far, and what further impact it could have in the coming years. The webinar will take place on 09 October at 08:30 UK time.
  • European T+2: Key issues and implications Recorded: Sep 25 2014 30 mins
    Henry Raschen and John Worden
    Europe is moving to T+2 securities settlement on 6 October 2014 in line with the EU's Central securities Depository Regulation, and to be ready for the launch of the ECB's T2S settlement system in June 2015. CSDs, custodians, buy-side and brokers will all be affected by the move to T+2. Implementation projects are coming to their conclusion across Europe, with widespread technical and commercial consequences. T+2 is a key feature of European settlement harmonisation, with several benefits, but there are obstacles to be navigated to get there.

    HSBC Securities Services' specialists Henry Raschen, Head of Regulatory & Industry Affairs Europe, and John Worden, Senior Manager, Global Custody Product Management,. will discuss the main features of the shorter settlement cycle and identify some key implications across the securities processing chain
  • MiFID II - The key implications Recorded: Feb 28 2014 38 mins
    Stephen Lear and Henry Raschen
    Providers of custodial and investment services in the EU, whether they are based in the EU or elsewhere, will be impacted by the revised Markets in Financial Instruments Directive (MiFID) and the new Markets in Financial Instruments Regulation (MiFIR), collectively known as MiFID II. The legislation has now been agreed by the European Commission, Parliament and Council and will come into effect in late 2016 or early 2017. It implements the G20 requirement in Europe for standardised OTC derivative contracts to be traded on exchanges or electronic trading platforms where appropriate, and makes other significant additions to the original Directive in force since 2007.

    Henry Raschen, Head of Regulatory and Industry Affairs, Europe, HSBC Securities Services, and Stephen Lear, Associate General Counsel, HSBC Securities Services, will discuss MiFID II’s main provisions and identify some key implications, particularly for custodians and investment managers.
  • EMIR reporting, February 2014: The LEI requirements and how to meet them Recorded: Jan 15 2014 48 mins
    Chris Johnson and Hany Choueiri
    European Markets Infrastructure Regulation (EMIR) transaction reporting commences February 12th 2014 and requires transaction reporting for OTC derivatives as well as exchange traded futures and options. There is a risk that buy-side clients might not be aware that they could face trading restrictions for derivatives (both for exchange traded and OTC derivatives) if they do not have a Legal Entity Identifier (LEI) for their funds or organisations.

    EMIR reporting requires firms to decide who will perform the reporting and which trade repository to use. What is not so well understood is that an LEI is also a requirement for reporting, and banks and brokers could require LEIs as a condition of trading. The LEIs can be sourced from Local Operating Units but most of these have been created recently and have limited capacity. Firms will need to act quickly to be sure of obtaining LEIs for their funds before the deadline.

    Chris Johnson, Head of Product Management, Market Data Services at HSBC Securities Services, and Hany Choueiri, GBM Chief Data Officer (CDO) Europe & Head of Data Quality Services, will host a webinar to explain how funds and other Counterparties can obtain Legal Entity Identifiers for their funds or organisations in the limited time still available before February 12th 2014, and a brief update about the evolving Global LEI system.
  • The European Union's Financial Transaction Tax: What it will mean for you Recorded: Dec 5 2013 49 mins
    Ed Turner, Head of Tax Product at HSBC Securities Services
    Eleven EU states have proposed a Financial Transaction Tax (FTT) on securities and derivatives trades. The tax will apply to transactions where any party to the transaction is resident in any of the 11 countries ("the residency principle") and to transactions between parties not resident in those countries if the security was issued in one of those 11 ("the issuance principle"). Two of the 11 countries, France and Italy, have already brought in issuance based FTTs.

    The EU FTT has caused a great deal of controversy. It seems that the arguments against the FTT's are gaining momentum and that elements of it may have to be watered down. The tax was due to come into effect on 1 January 2014, but agreement between the 11 states on its precise nature has yet to be reached so early 2015 is the more likely date.

    Ed Turner, Head of Tax Product at HSBC Securities Services, will host a webinar to explain how the FTT would operate as currently proposed, the benefits its proponents believe it will bring, and an overview of the FTTs already in existence today. He will also outline the problems the tax would create for the financial markets and the wider economy, and what concessions might be won before its eventual implementation.
GBM Webinar Series
GBM Webinar Series

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Hedge fund industry questions AIFMD rules
  • Live at: Jun 18 2012 10:10 am
  • Presented by: Bill Scrimgeour
  • From:
Your email has been sent.
or close