Regulation of ETFs & Complex UCITS

The next step for industry & investors post ESMA guidance, attendees of the Regulation of ETFs & Complex UCITS Conference in May 2012 will cover issues including:

Regulation:
-Get the latest feedback in ESMA consultation & to the paper
-Segmenting UCITS into complex and non-complex categories

Market & Produuct Trends:
-Developments in AuM
-Solutions to exposure on counterparty, collateral & systematic risks

Investor Issues:
-Tax & FACTA: lessons for investors and industry

and much more. For more information see the Regulation of ETFs & Complex UCITS conference latest agenda today.

23rd May 2012, London

Benefit from case studies and practical examples to gain complete knowledge on best practice in marketing and distributing your ETF.

The successful marketing and distribution of an ETF is pivotal in its management and success. Uniquely split into two sectors covering 1. distribution strategies and 2, legal awareness, this comprehensive workshop will guide you through the most recent developments essential for best practice and achieving success.

Part 1:
Marketing & Distribution Strategies for the ETF product
• What do I actually need to do and how do I get out there?
• Focus on strategies and marketing approaches which are achieving success
• Best practice on acquiring assets and choice of distribution channels – what works?
• Top tips on expanding distribution
• Approaches to effectively penetrating new markets
Led by: Michael John Lytle, Managing Director, Source

Part 2:
Focus on Legal Challenges
• Let’s make sure you can do what you want to do
• Listing on local stock exchanges
• Exchange listing requirements
• If you are not doing private placement, what else is available?
Led by: Karen Anderberg, Partner, Dechert LLP

See the workshop agenda today for more information.