Marketing Alternative Investment Funds into the EU - A Practical Approach

Introduction

The EU’s Alternative Investment Fund Managers Directive has created a pan-EU marketing passport for European managers of European funds.

For other managers marketing into the EU, the national private placement regimes create a patchwork of availability.

Added to this, the recent introduction of the Cross Border Distribution of Funds Directive establishes additional restrictions on pre-marketing of funds, and MiFID regulates the investment activities carried on by managers when they are fundraising, as well as persons acting on their behalf.

What You Will Learn

This live and interactive session will cover the following:

• Recent legislative developments including the introduction of the CDBF Directive
• An update on regulatory approaches and enforcement action including in relation to ‘reverse solicitation’
• How managers should formulate their fund structuring decision-making and implement their marketing strategies
• Considerations for the interaction of fund managers with EU-based ManCos
• Considerations for evaluating the costs and benefits of setting up EU-based funds or parallel vehicles
• Ways to address and comply with the restrictions created by MiFID and CBDF
• An update on the likely implications of the forthcoming AIFMD II rules and regulations, including considerations on how to future proof your fund and marketing strategy

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.