Join us for the first in our series of Funds seminars in Edinburgh, covering the key things you need to know. If you work with funds, are looking to set one up or even invest in one you'll benefit from attending this seminar which is hosted jointly with NCM Fund Services and RBS International.
The session will focus on key aspects of setting up a private fund (an AIF). Between the speakers, we will be focusing on the following areas:
- Factors to consider when establishing a fund, including regulatory, tax and commercial drivers (with discussion on the new IRPA guidelines, the AIFMD and UK financial promotion regime) – Barry Stimpson, Partner, Womble Bond Dickinson
- The fundamental practicalities, covering helpful tips for managers around fund administration and investor reporting, the key things to think about if looking to leverage your fund and AIFMD implications – Kathleen McLeay, Chief Executive, NCM Fund Services
- Banking for Funds – the essentials: what are subscription facilities and why are they in demand; optimising Fund and Manager cash balances; funding your GP co-invest facility – Mike Lewis, Head of Private Equity, RBS International.
08:30 | Registration and refreshments
09:00 | Seminar begins
10:30 | Seminar ends
The seminar is suitable for those working with funds, looking to set up a fund or invest in a fund.