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2013/05/19
2013/05/21 |
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SUM
Summits
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MGM Grand at Foxwoods Resort and Casino
Mashantucket, USA
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Chief Financial Officer Summit
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The primary objective of the CFO Summit XXVI is to explore the key aspects and issues related
to financial best practices and their application as business drivers for innovation and growth.
The Summit's program topics have been pinpointed and validated by senior executives from the
financial community as the top critical issues they face.
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2013/05/21
2013/05/21 |
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FOR
Forum
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Venue TBC
London, United Kingdom
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4th Annual Family Office Forum London 2013
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Supplying wealthy families with investment advice and a savvy tax strategy is not enough anymore. In a volatile world and with the next generation increasingly mobile and technology proficient, family offices and advisors need to think outside the box.
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2013/05/22
2013/05/23 |
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FOR
Forum
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The Harvard Club
Boston, USA
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RetailALTS: Advisor and Broker-Dealer’s Forum
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Financial Research Associates’ RetailALTS: Advisor & Broker-Dealer’s Forum brings together the industry’s leading minds in alternative investments - with a new agenda that reflects the continued growth and development of retail alternatives over the past year. Subscribers of Private Banking are entitled to a 10% discount. Mention FMP148 during registration to enjoy this offer.
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2013/05/27
2013/05/29 |
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CON
Conference
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Doha Exhibition Centre
Doha, Qatar
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Cityscape Qatar
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Cityscape Qatar, backed by industry leaders, is an event that will support this continued real estate growth by providing a platform that will highlight high growth investment opportunities, showcase innovative products and underline sustainable developments.
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2013/05/29
2013/05/30 |
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FOR
Forum
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The Fairmount Hotel
Singapore
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The 4th Annual Wealth Forum Asia
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Asia has seen explosive growth in recent years. It will continue unabated for the foreseeable future.
In terms of number of millionaires, Asia is set to become the second largest regional wealth market after North America with its overtaking of Western Europe. Asia will have almost one third of global millionaires’ liquid assets by 2015. Learn more, see the latest agenda and register, quoting VIP code FKW52554PBL to save 10% with Private Banking
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2013/06/02
2013/06/04 |
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SUM
Summits
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Ritz-Carlton Buckhead
Atlanta, USA
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Private Wealth Management Summit
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The Private Wealth Summit will highlight the current challenges and opportunities through visionary conference sessions delivered by thought leaders from America's Family Offices. All this, seamlessly integrated with informal networking opportunities over two days, will provide a unique interactive forum. Do not miss this opportunity to network, establish new connections and gain knowledge.
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2013/06/04
2013/06/05 |
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FOR
Forum
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New York, USA
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2nd Annual Collateral Management forum
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The 2nd Annual Collateral Management forum is tackling the most current topics. In the course of two days, key players from the buy side, sell side and vendor companies will meet to network, present, benchmark, and discuss the latest developments in the collateral management world.
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2013/06/04
2013/06/04 |
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CON
Conference
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Crowne Plaza London Kensington Hotel
London, United Kingdom
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Inheritance Tax Planning
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Ruthlessly practical, this Conference will address the key IHT issues that will, or are likely to, cross your desk in the near future.
It will focus on Tips and Traps and provide an ideal opportunity for you to have your questions answered by acknowledged experts on the various papers presented.
To claim your 10% discount please visit the website and quote VIP Code FKW52544PBL.
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2013/06/05
2013/06/06 |
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CON
Conference
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TBA
Prague, Czech Republic
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Private Banking in CEE, SEE & CIS
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EBCG’s 2nd Annual Private banking conference Serving the Needs of the Wealthy in CEE, SEE & CIS will bring together the most respected private banks and leading wealth managers to discuss actual trends and challenges which professionals are facing these days. The event is filled with keynote presentations, hot topics and insightful panel discussions which provide an interactive and highly practical guide for all industry peers. To receive 20% discount use the code PB895.
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2013/06/07
2013/06/07 |
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WRK
Workshop
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New York, USA
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Family Office Workshop
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2013/06/09
2013/06/12 |
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CON
Conference
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Fairmont Southampton Princess
Southampton, Bermuda
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Bermuda Captive Conference
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Catch up to Bermuda, the global force and master innovator in the captive market;
Listen to industry specialists, network with other captive owners and managers;
Join in discussions on hot topics and how they will shape the future of this industry;
The Bermuda Monetary Authority will be available throughout the conference to answer;
your regulatory questions.
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2013/06/13
2013/06/14 |
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FOR
Forum
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Gaylord National
Washington, USA
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Private Placement Life Insurance & Annuities Forum
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Case studies focusing on the anatomy of a deal, product innovation, and boosting investment returns.
Keynotes from an influential investment strategist and a top insurance industry lobbyist.
Eight full hours of networking time, nearly half with our Direct and Alternative Investing Forum for Family Offices.
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2013/06/13
2013/06/14 |
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SUM
Summits
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Gaylord National Resort and Convention Center
Washington, USA
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Family Office Investment Summit 2013
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2013/06/17
2013/06/19 |
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SUM
Summits
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Fairmont Le Montreux Palace
Montreux, Switzerland
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Elite Summit 2013
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The Elite Summit is the most highly acclaimed forum for key decision makers from Europe's most prominent Family offices, Trusts and Wealth Management Offices. It is designed for SFO/MFO and Private Wealth Advisors who are directly responsible for the investment decisions of their private clients with funds of EUR100m+.
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2013/06/17
2013/06/19 |
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CON
Conference
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Le Méridien Beach Plaza
Monte Carlo, Monaco
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The 19th Annual GAIM International 2013
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• Pre-schedule meetings with 250 investors active in alternatives and 200 managers
• Match your fund with the right type of investor using Gaim’s unique networking tools
• Hear from 150 speakers including powerful end investors such as State of Wisconsin Retirement System, Barclays Pension Fund, Stanford Management Company, Howard Hughes Medical Centre Investment Office, L Investments, Fleming Family, EIM, Abbey Capital, Coutts…
Quote fkn2355pb for a 15% discount
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2013/06/17
2013/06/17 |
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REP
Report
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London, United Kingdom
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Investing in Emerging Market Equities
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The online report where the international pension plan world comes together to examine the opportunities emerging market equities provide at a time of developed world uncertainty. The report will consider key developments in the emerging market equities sector and how pension plans are searching for greater risk diversity in the context of developing emerging market equity portfolios.
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2013/06/17
2013/06/18 |
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CON
Conference
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Four Seasons Hotel
Miami, USA
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Private Equity World Latin America
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Private Equity World Latin America unites over 300 local and global investors, private equity funds and venture capitalists to discuss the latest investment strategies and opportunities across the region.
If you are looking to forge new partnerships, raise capital or stay on top of the latest fund offerings and investment opportunities, then you must attend.
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2013/06/17
2013/06/17 |
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SUM
Summits
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The Princeton Club
New York, USA
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FATCA Implementation Summit
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Financial Research Associates’ FATCA Implementation Summit is the ONLY event delving into the unique challenges funds will face under the sweeping FATCA regime. Discussions will include significant changes revealed in the final regulations, timelines, best practices and procedural benchmarks, new and updated forms, and so much more! Subscribers of Private Banking are entitled to a 10% discount. Mention FMP148 during registration to enjoy this offer.
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2013/06/18
2013/06/18 |
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CON
Conference
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The Princeton Club
New York, USA
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Preparing for the AIFMD
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At Financial Research Associates’ Preparing for the AIFMD Summit, you will hear directly from both EU and U.S. AIFMD experts on the marketing impact the directive will have on U.S. managers, reporting and transparency requirements, delegation rules, and so much more! Subscribers of Private Banking are entitled to a 10% discount. Mention FMP148 during registration to enjoy this offer.
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2013/06/19
2013/06/20 |
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CON
Conference
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Grand Hotel Kempinski
Genève, Switzerland
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The 28th Annual Transcontinental Trusts 2013
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2013/06/20
2013/06/21 |
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CON
Conference
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Executive Conference Center
New York, USA
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2013 Operational Due Diligence on Alternative Investments for Endowments & Foundations
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The second annual Investor Ops for Endowments and Foundations, Operational Due Diligence on alternative investments, is an exclusive investor industry event, bringing together like-minded institutional investors to explore best practices for maximizing operational due diligence reviews targeted to alternative investments.
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2013/06/20
2013/06/21 |
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CON
Conference
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Executive Conference Center
New York, USA
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InvestorOps Operational Due Diligence on Alternative Investments for Endowments and Foundations
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InvestorOps provides an intimate setting for education, networking and learning with your peers about operational due diligence for alternative investments including hedge funds, private equity and real assets, brought to you by the producers of GAIM Ops Cayman.
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2013/06/20
2013/06/21 |
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CON
Conference
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Hotel Zhaojin Shunhe
Zhaoyuan, China
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International Gold Mining Conference 2013
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The International Gold Mining 2013 is expected more than 200 business executives & decision makers from the core industry chain to attend, that means you'll be interacting with an exclusive group of your peers who are on your level and understand your business challenges
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2013/06/24
2013/06/27 |
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FOR
Forum
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The Grimaldi Forum
Monte Carlo, Monaco
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FundForum International 2013
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Register on Privatebanking.com and get a 10% discount when quoting VIP: FKN2352PBWB.
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2013/06/24
2013/06/25 |
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SUM
Summits
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Ritz-Carlton
Miami Beach, USA
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The Outsourced CIO Summit
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Financial Research Associates’ Outsourced CIO Summit is the ONLY event specifically focused on the outsourced CIO issue. You’ll hear directly from investors who have gone through the process and decided to outsource, as well as from prominent providers of outsourcing services. Subscribers of Private Banking are entitled to a 10% discount. Mention FMP148 during registration to enjoy this offer.
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2013/06/24
2013/06/25 |
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FOR
Forum
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The Princeton Club
New York, USA
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3rd Annual Private Equity Operations ad Compliance Forum
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Financial Research Associates’ 3rd Annual Private Equity Operations and Compliance Forum is designed to equip a wide-spread array of fund professionals with exceptional guidance on how to cost-effectively ensure total compliance and operational excellence. Subscribers of Private Banking are entitled to a 10% discount. Mention FMP148 during registration to enjoy this offer.
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2013/06/24
2013/06/24 |
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CON
Conference
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Capital Grille Wall Street
New York, USA
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Cap Intro: Emerging Markets Alternative Investing
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Cap Intro: Emerging Markets Alternative Investing is a highly focused capital introduction event bringing together active investors and successful, growing alternative investment managers in private meetings.
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2013/06/24
2013/06/26 |
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CON
Conference
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Hong Kong
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Asset Allocation for Insurance APAC
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This marcus evans conference offers the ideal platform in which to share and discuss the latest developments in asset allocation strategies for insurance companies to gain a competitive edge by proactively optimizing, managing and growing their portfolios, and remain compliant to Solvency II and its equivalents in a low interest and inflation environment.
For updated brochure and registration, kindly contact Ms Cherrie at CherrieK@marcusevanskl.com.
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2013/06/25
2013/06/25 |
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CON
Conference
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Kingsway Hall Hotel
London, United Kingdom
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Complex Financial Issues on Divorce
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In Just One Focused Day:
Access the latest thinking on:
• Optimising divorce financial planning strategies
• Divorce related tax traps to avoid
• Pension distribution during a divorce settlement
• Petrodel v Prest and future implications
Enhance your practical understanding of:
• Using corporate structures in divorce planning
• Judicial modernisation of financial remedies on divorce
• Analysing businesses and business accounts
...and much more.
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2013/06/25
2013/06/26 |
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SUM
Summits
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Miami Beach, USA
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The DCIO Market Share Summit
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Financial Research Associates’ DCIO Market Share Summit is focused on accessing, supporting, and distributing to consultants and advisors across the various defined contribution investment-only markets. Interact directly with consultants, advisors, platforms, and DCIO thought leaders as they discuss the keys to success in the retirement planning industry. Subscribers of Private Banking are entitled to a 10% discount. Mention FMP148 during registration to enjoy this offer.
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2013/06/27
2013/06/27 |
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CON
Conference
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etc Venues, The Hatton
London, United Kingdom
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101 Ideas for Private Client Tax Planning
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This CPD certified event contains presentations from industry experts and authors including Patrick Soares from GRAY’S INN TAX CHAMBERS, Chris Whitehouse of 5 STONE BUILDINGS and David Kilshaw from KPMG. Hot topics for 2013 include:
• Pension Schemes – QROPS, ROPS etc
• CGT Planning
• National Insurance Contributions
• Tax Planning for Employment Income
• Stamp Duty and SDLT Planning
10% discount, quote VIP code FKW52577PBL
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2013/06/27
2013/06/27 |
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FOR
Forum
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The Yale Club
New York, USA
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New York Private Equity Forum
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Benefits of Attending:
Improve the likelihood of your getting funded soon
Network with 150+ investment professionals, top venture capitalists, business leaders and successful entrepreneurs
Find out what angel investors, venture firms, and private equity funds are looking for today when making new investments
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2013/06/27
2013/06/27 |
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SUM
Summits
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New York, USA
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Family Office Leadership Summit USA
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We provide a private forum for idea generation and insight sharing between family office professionals, building on nearly a decade of successful events in Europe. Our agenda is being put together by leading family offices, ensuring an event that will deliver what the audience want. We will cover topics ranging from asset allocation and the economic outlook, running a single and multi-family office to hiring and staff retention strategies in a family office.
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2013/07/01
2013/07/02 |
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CON
Conference
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Singapore
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Intraday Liquidity Risk
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Increased awareness of the importance of liquidity management has seen a demand for banks to be able to monitor and manage their liquidity on an intraday basis, however whilst there is no consensus on how this should be done, there is a consensus on the fact that it is not an easy task.
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2013/07/01
2013/07/03 |
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CON
Conference
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Amathus Beach Hotel
Limassol, Cyprus
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IV World Finance Conference
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In 2013, the World Finance Conference, will take place in one of the 600 best hotel in the world - the Amathus Beach Hotel Limassol, in Cyprus.
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2013/07/02
2013/07/02 |
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CON
Conference
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London, United Kingdom
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7th Annual FarmTaxConference 2013
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2013/07/08
2013/07/08 |
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REP
Report
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London, United Kingdom
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Fund Outsourcing
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The third annual report where hedge fund, private equity, traditional and alternative fund managers come together with governmental regulators to share their insights regarding outsourcing key functions in the current market environment.
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2013/07/09
2013/07/09 |
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CON
Conference
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Venue TBC
London, United Kingdom
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HMRC and HNWIs
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With the HMRC becoming increasingly aggressive when it comes to HNWIs, it has never been more important for them and their advisors to make sure they are fully prepared.
Attend IBC's HMRC and HNWIs on 9th July to understand the developing ‘relationship’ between HMRC and HNWIs and prepare yourself to advise clients on best practice and traps to avoid when interacting with the HMRC.
Register by 3rd May to SAVE £200 on delegate fees plus and extra 10%.
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2013/07/10
2013/07/11 |
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CON
Conference
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Lugano, Switzerland
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Partnering for Global Impact
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Partnering for Global Impact® (PGI) is a landmark initiative to facilitate transactions in impact investing and philanthropy through one-to-one meetings. The annual PGI conference is a unique forum that encourages participants to share knowledge, engage with issues, explore investment opportunities and partner with one another. Our goal is to create a dynamic community of leaders that will increase the capital directed to scalable and sustainable solutions for global impact.
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2013/07/11
2013/07/11 |
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CON
Conference
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London, United Kingdom
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Offshore Tax Planning
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Don't miss Patrick Soares, Emma Chamberlain, Michael Flesch and Giles Clarke looking into the recent changes made into the 2013 Budget.
15 practical case studies including:
• ATED
• NEW 28% CGT charge
• NEW IHT debt provisions
• GAAR
• 15& SDLT charge
Plus covering topics on Property, Re-writes & Changes, Residence & Domicile and much more
Register online, alternatively, email kmregistration@informa.com or call us on +44 (0)20 7017 7790, quoting VIP code: FKW52578PB to get 10% discount
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2013/07/17
2013/07/19 |
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CON
Conference
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Shangri-La Hotel
Singapore
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AVCJ Singapore
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Join the region's most important fund managers and limited partners on 17-19 July at the AVCJ Singapore Forum, the leading private equity and venture capital gathering in the region. Attendees will hear two days of expert debates, keynote interviews, case studies and war stories focused on recent deals, market activity and the private equity issues that have been making the headlines.
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