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Investment, Fund and Asset Management
Structuring, Governance and Operational Issues
A Two-Part Online Training Program

Date:  10th & 11th November 2020

PROGRAM INTRODUCTION

The growth of middle classes across the world has led to a proliferation of wealth and asset management opportunities on offer. Despite its potential size, investment management remains a formidably competitive market, with many factors determining success. Not least, fund structure, management, operations, fees and governance.

This short, concise, practitioner-led program will allow you to understand key features of successful fund and asset management. Participants will learn the key considerations of asset management, including the definition and purpose of a fund, the investment mandate and the importance of the asset. They will then be provided with detailed coverage of operations, governance, market participants and different type of funds, as well as important Shariah compliant considerations. Participants will work in groups on case studies examining different fund structures to assess their suitability to various investment scenarios.

WHAT YOU WILL TAKE AWAY

  • Understand the features, objectives, mandate and risk profile of an investment fund
  • Assess important considerations for structuring and constructing an investment fund
  • Identify key issues and decisions relevant to fund incorporation
  • Understand vital governance matters and how to ensure compliance
  • Recognize the importance of benchmark size and fee structures
  • Evaluate fund types: structure, features, operations and mandates
  • Assess the applicability and suitability of different fund types to various investment scenarios
  • Identify important Shariah compliance and non-compliance issues for funds
  • Discuss the market for Shariah compliant investment and wealth management products

Fee

1 participant: RM995
2 participants: RM1990
3 participants: RM2985
4 participants: RM3980
5 participants: RM4975

Early Payment Discount: Payments made on or before 3rd November will receive a 5% discount
* Further attractive packages are available for groups of more than five. Please contact us directly

In-house/group training

If you are looking for an in-house training program or wish to send a group to an existing public program, kindly please contact Andrew Tebbutt at [email protected] or +603 2162 7802.
Learn More

Manual Registration

Kindly complete the registration form and email to [email protected] or fax +603 2162 7810

Online Delivery

For enquiries please contact:

Normariya Sariman
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 44

Ramesh Kalimuthu
Events Sales Director
[email protected]
Direct Line: +603 2162 7800 ext 65
Fax: +603 2162 7810

For sponsorship & speaking opportunities:

Andrew Tebbutt

Managing Director
[email protected]
Direct Line: +603 2162 7802

For marketing and media enquiries

Govina Selvanthran

Marketing Manager
[email protected]
Direct Line: +603 2162 7800 ext 22

PROGRAM INTRODUCTION

The growth of middle classes across the world has led to a proliferation of wealth and asset management opportunities on offer. Despite its potential size, investment management remains a formidably competitive market, with many factors determining success. Not least, fund structure, management, operations, fees and governance.

This short, concise, practitioner-led program will allow you to understand key features of successful fund and asset management. Participants will learn the key considerations of asset management, including the definition and purpose of a fund, the investment mandate and the importance of the asset. They will then be provided with detailed coverage of operations, governance, market participants and different type of funds, as well as important Shariah compliant considerations. Participants will work in groups on case studies examining different fund structures to assess their suitability to various investment scenarios.

WHAT YOU WILL TAKE AWAY

  • Understand the features, objectives, mandate and risk profile of an investment fund
  • Assess important considerations for structuring and constructing an investment fund
  • Identify key issues and decisions relevant to fund incorporation
  • Understand vital governance matters and how to ensure compliance
  • Recognize the importance of benchmark size and fee structures
  • Evaluate fund types: structure, features, operations and mandates
  • Assess the applicability and suitability of different fund types to various investment scenarios
  • Identify important Shariah compliance and non-compliance issues for funds
  • Discuss the market for Shariah compliant investment and wealth management products

Who Will Benefit

  • Portfolio and Pension Fund Managers
  • Mutual Fund Managers
  • Client Relationship Managers
  • Private Bankers and Wealth Management professionals
  • Insurance Companies and Independent Financial Advisors
  • Family Offices and High-Net-Worth Individuals
  • Endowment Trustees
  • Asset Allocation Managers
  • Auditors and Risk Managers
  • Consultants, Compliance and Legal teams

Program Format

This two-part training program will be delivered online through a stable, secure and free-to-access platform. The program itself will be delivered through lectures, worked examples and case studies in order to ensure a detailed and practical understanding of the program content. Participants will have plenty of opportunity to ask questions and interact with the program director. Login details and program materials will be sent to participants upon receipt of payment

Fee

1 participant: RM995
2 participants: RM1990
3 participants: RM2985
4 participants: RM3980
5 participants: RM4975

Early Payment Discount: Payments made on or before 3rd November will receive a 5% discount
* Further attractive packages are available for groups of more than five. Please contact us directly

In-house/group training

If you are looking for an in-house training program or wish to send a group to an existing public program, kindly please contact Andrew Tebbutt at [email protected] or +603 2162 7802.
Learn More

Manual Registration

Kindly complete the registration form and email to [email protected] or fax +603 2162 7810

Online Delivery

AGENDA

Part One: 10th November

Fund Construction, Operations and Governance
Key Considerations for Structuring and Constructing a Fund
  • What is a fund, what is its objective, uses and purpose?
  • Evaluating the investment mandate of a fund and understanding how this impacts a fund’s structure
  • Assessing a fund’s risk profile: what does this mean when structuring the fund?
  • Undertaking effective fund incorporation: key issues to consider
  • Discussing the key concept of the risk-free asset
  • Identifying transactional issues and how these influence fund structure
Important Fund Operation and Governance Issues
  • Assessing company structure: making important decisions at the outset
  • Identifying key functions and roles within the fund
  • Discussing vital fund operational issues
  • Examining important governance issues and ensuring compliance
  • We need to talk about fees: structure and disclosure of investment fees
  • Understanding the importance of benchmark size

Part Two: 11th November

Examining Shariah Compliant Fund Types
Examining Types of Funds
  • During this section we examine the objectives, structure, features, operations and mandates of several fund types. We also discuss the challenges and limitations of each and discuss the applicability and suitability of each to various investment scenarios.
    • Fixed income funds
    • Commodity funds
    • Real estate funds and REITs
    • Equity funds
    • Exchange Traded Funds
    • Hedge funds
Assessing Challenges and Opportunities with Shariah Compliant Funds
  • What are the main challenges with structuring Shariah compliant investment funds?
  • Discussing non-compliance of an asset and its implications
  • Implementing practical ways to manage and mitigate Shariah non-compliance risk in asset management
  • Discussing standardisation and what it means for Shariah compliant investment management
  • Evaluating the investment universe for Shariah compliant investment and wealth management products: what opportunities are on offer?
  • What do these opportunities mean for product evolution, particularly in area of Shariah compliant wealth management?
  • Assessing the important role of cash and cash-like instruments
Course Conclusion and Wrap-Up

EXPERT COURSE DIRECTOR


Dr Natalie Schoon 
CFA, LLM

Dr Natalie Schoon, CFA, LLM, is a results-driven professional with a broad background across the financial industry. She has lived and worked in Europe, the Middle East, and Asia working with both small and large organisations in the financial services industry. Most recently she has successfully completed a regulatory change project for RBS in the UK covering the submission of permission extensions for the application of IRB Credit Risk models to 2 additional entities of the bank, a full Enterprise Wide Risk wide review of CRR articles related to the risk modelling framework, an assessment of the use of the advanced IRB approach for parts of the mortgage book, a gap analysis on the models in the context of IFRS9 including LDP portfolios, and advised the ICB programme on regulatory approaches.

At the Agricultural Development Fund in Afghanistan, Natalie headed up the Islamic financial services section and was responsible for the design, implementation, and management of the Islamic financial services offered which included credit risk assessment, lending procedures, personnel management, and subsequent succession planning. As Head of Product Research at BLME, she was responsible for product development, which included risk assessment, responding to consultation papers from the UK regulators, representing the bank on the All Parliamentary Group on Islamic Finance, the design and implementation of the Bank Operating Model, and engaging with the regulator to complete the application for the banking license. Natalie was the secretary to ExCo and a member of ALCO. Natalie was the COO for GWK Bank in Bahrain, where she was responsible for all operations including treasury, cash management, accounts, regulatory reporting, and personnel, and managed the relationship with the Central Bank of Bahrain.

Natalie works closely with the Chartered Institute for Securities and Investment (CISI) in the UK on regulatory workbooks and has recently finalised an advisory role on a World Bank project for mortgage lending in Pakistan and is currently working on a regulatory change project in the context of Brexit.

WHO WILL BENEFIT

  • Portfolio and Pension Fund Managers
  • Mutual Fund Managers
  • Client Relationship Managers
  • Private Bankers and Wealth Management professionals
  • Insurance Companies and Independent Financial Advisors
  • Family Offices and High-Net-Worth Individuals
  • Endowment Trustees
  • Asset Allocation Managers
  • Auditors and Risk Managers
  • Consultants, Compliance and Legal teams

PROGRAM FORMAT

This two-part training program will be delivered online through a stable, secure and free-to-access platform. The program itself will be delivered through lectures, worked examples and case studies in order to ensure a detailed and practical understanding of the program content. Participants will have plenty of opportunity to ask questions and interact with the program director. Login details and program materials will be sent to participants upon receipt of payment

For enquiries please contact:

Normariya Sariman
Account Manager, REDmoney Seminars
[email protected]
Direct Line: +603 2162 7800 ext 44

Ramesh Kalimuthu
Events Sales Director
[email protected]
Direct Line: +603 2162 7800 ext 65
Fax: +603 2162 7810

For sponsorship & speaking opportunities:

Andrew Tebbutt

Managing Director
[email protected]
Direct Line: +603 2162 7802

For marketing and media enquiries

Govina Selvanthran

Marketing Manager
[email protected]
Direct Line: +603 2162 7800 ext 22

About Us

REDmoney Events designs, organizes and hosts industry-leading conferences, forums, roadshows and seminars focusing on the Islamic financial markets across a global, regional and national level.

+603 2162 7800
[email protected]

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