Rakesh Vangayil, COO APAC and Emerging Markets at BNP Paribas Investment Partners, on how AIFMD is impacting managers in APAC and the biggest challenges that it is bringing for those firms. Rakesh also summarises the conclusions drawn during his panel discussion at the 2014 Global Custody Forum in London.
Views: 446 COOConnect
Interview: Roman Pelka, Montfort Funds - October 2014
Views: 317 COOConnect
Interview: Wasseem Ghorayeb, Koger Inc, September 2014
Views: 524 COOConnect
Presentation delivered by David Nowell of UnaVista during the COOConnect MiFID II webinar in January 2015.
Views: 1027 COOConnect
Alun Green, General Manager, Post-Trade Derivatives at SunGard, provides an overview of post-trade futures and cleared swaps utility, the challenges faced in the current market environment and how their utility can assist clearing brokers.
Views: 255 COOConnect
Markus Ruetimann, Chief Operating Officer at Schroders, on the challenges of T2S and the impacts of CSDR. Markus also summarises the conclusions drawn during his panel discussion at the 2014 Global Custody Forum in London.
Views: 223 COOConnect
Sebastien Chaker, Managing Director, Head of Asia at Calastone, spoke to COOConnect about the Hong Kong / China Mutual Recognition of Funds (MRF) scheme at FundForum 2015. More specifically, Chaker explains the consequences for fund managers, both positive and negative, the operational constraints, and the assistance that Calastone can provide.
Views: 316 COOConnect
Luxembourg is the London of the mutual fund business. It is the most international fund distribution centre of any. The Grand Duchy is an entrepôt for fund managers drawn from all over the world, using Luxembourg fund vehicles and transfer agency and fund accounting services to support the distribution of funds to over 70 separate jurisdictions. But the fund distribution is grappling with a series of potentially revolutionary changes, with regulators pressing for the standardisation of order-routing and settlement, the elimination of perverse incentives in the remuneration of fund distributors, and fund managers looking to increase assets under management and widen margins through the collection and analysis of data about what investors are buying, where, and why. To discuss these trends, Dominic Hobson, founder of COOConnect, joined Olivier Portenseigne, chief commercial officer at Fundsquare, the Luxembourg Stock Exchange’s owned fund order routing, information and reporting services; Pierre Mottion, global head of transfer agency and fund dealing at BNP Paribas Securities Services; and Michael Weber, head of mutual fund distribution operations at Allianz Global Investors, and chairman of the ALFI working group on T2S.
Views: 313 COOConnect
PE-Connect Roundtable: Private Equity Fund Administration, Video 2 - 6 October 2014
Views: 128 COOConnect
COOConnect spoke to Chris Sagovac, Managing Director at Benefit Trust, about why the industry needs a fund of funds portfolio management system, the benefits to fund managers, the benefits to fund administrators and what custodians are getting out of the system.
Views: 153 COOConnect
PE-Connect Roundtable: Private Equity Fund Administration, Video 1 - 6 October 2014
Views: 280 COOConnect
KYC/AML and sanctions screening are rising up the agenda for hedge fund managers and private equity managers. COOConnect's Dominic Hobson spoke to Lucy Kennedy, Barrister at QEB Hollis Whiteman, about what people are not doing that they ought to be doing in order to comply with the regulations, and what people should be doing now to avert potential regulatory issues down the line. In addition, Kennedy also explains what should be done if something does go wrong, such as being about to close a fund or close to receiving a large subscription, but discovering an investor is a politically exposed or sanctioned person.
Views: 684 COOConnect
Brian Bartaby, Founder and CEO of Proplend, spoke to COOConnect at FundForum 2015 about how crowdfunding models are relevant to today's markets, the difference between crowdfunding and P2P lending, and the types of loans being offered through P2P platforms.
Views: 123 COOConnect
PE-Connect Roundtable: Private Equity Fund Administration, Video 3 - 6 October 2014
Views: 123 COOConnect
COOConnect catches up with the experts at the Global Custody Forum to review their panel discussions and the main topics covered at the London event in December 2014.
Views: 118 COOConnect
Lee Robinson, Founder of Altana Wealth, spoke to COOConnect at GAIM Monaco about central banks and disruptive technologies, including how the withdrawal of central bank money will impact asset prices and how P2P lending and Bitcoin are rapidly changing finance.
Views: 249 COOConnect
Interview: Ian Kelly, Group CEO, Augentius - September 2014
Views: 550 COOConnect
David Moffat, Group Executive at International Financial Data Services, discusses the new lines of business that can be developed as TA revenues fall, the ways in which funds can be bought, and the impact of MiFID II on their business, during the ITAS conference in Luxembourg.
Views: 451 COOConnect
On 10 November 2015, Dominic Hobson, Founder of COOConect, hosted a webinar on the topic of the margining of uncleared swaps. Joining Hobson were Jaki Walsh of Derivati Consulting, Will Winterton of Clifford Chance and Paul Quarto of Omgeo.
Views: 938 COOConnect
Interview: Warren Roy of Global Relay, February 2014
Views: 34 COOConnect
This webinar, sponsored by SuMi TRUST, explored the changes imposed on managers of UCITS funds by the latest iteration of the Directive, with a focus on the practical, day to day consequences of the new depositary, cash flow monitoring, compliance and remuneration rules. A summary of the key points from the discussion, biographies of the panellists and the slideshow presentation delivered by Roger Fishwick can all be found on the webinar webpage: http://cooconnect.com/events/webinar-what-fund-managers-will-have-to-do-differently-under-ucits-v-and-possibly-ucits-vi To access a copy of the slides addressed by Dominic Hobson at the beginning of the webinar, please contact HFR via https://www.hedgefundresearch.com
Views: 967 COOConnect
Jaki Walsh of Derivati Consulting and Philip Simons of Eurex Clearing provide their expertise at the COOConnect Breakfast Briefing, hosted at the Lansdowne Club in Mayfair, London, on 20 October 2015.
Views: 156 COOConnect
Ricky Maloney of Eurex Clearing speaks to Dominic Hobson of COOConnect about the criteria hedge fund managers should consider when choosing a CCP, whether fund managers are paying attention to the wrong things, and the key features of the Eurex offering to the buy-side that distinguishes it from the competition. 20 October 2015.
Views: 69 COOConnect
A replay of the webinar at Catalyst's offices in London, as Dominic Hobson moderates the discussion between Tom Lodge of Catalyst, John Wilson of Tradition and Jaki Walsh of Derivati Consulting.
Views: 441 COOConnect
Interview: Simon Whiteside, Partner at Simmons & Simmons - November 2014
Views: 549 COOConnect
PE-Connect Regulatory Reporting Webinar at Augentius in London.
Views: 28 COOConnect
Interview with Derek Sammann, Senior Managing Director at CME Group (Part 1)
Views: 29 COOConnect
Interview: Maryse Gordon, London Stock Exchange Group, August 2013
Views: 193 COOConnect
Interview: Charles Bathurst, SuMi TRUST - July 2014
Views: 242 COOConnect
COOConnect spoke with Andy Woolmer, Managing Director at New Change FX, about the money fund managers are squandering by failing to manage their FX costs, the 4 o'clock fix and how relevant this is to managing FX costs effectively, and how the level of understanding of FX costs can be improved.
Views: 258 COOConnect
Interview: Bill Prew, CEO, INDOS Financial - November 2014
Views: 170 COOConnect
Webinar: Third Party Collateral Management in OTC derivative clearing - March 2014
Views: 560 COOConnect
COOConnect spoke to Lize Griffiths, a Partner at Deloitte (Luxembourg), during the ALFI London Conference in April 2015 about European Long Term Investment Funds (ELTIFS) and the compliance obligations surrounding them.
Views: 360 COOConnect
Dixon Boardman, Founder and CEO of Optima, delivers a speech at GAIM Monaco on how to create value in an increasingly institutional hedge fund industry.
Views: 160 COOConnect
COOConnect spoke to James Phare and Nigel Higgs, Managing Directors at Data to Value, about the importance of data management for financial firms and how the area is developing.
Views: 118 COOConnect
Tim Reucroft, Thomas Murray Investor Data Services, on Risk Waterfalls - August 2013
Views: 27 COOConnect
COOConnect spoke to Koji Hashimoto of Nomura about what extent non-Japanese fund managers have succeeded in penetrating the Japanese pension fund market and the most important ingredients of success in securing allocations from Japanese pension funds.
Views: 255 COOConnect
Interview: John Cargill of Northern Trust, March 2014
Views: 228 COOConnect
Dominic Hobson speaks to Anna Pajor about the changes that Blockchain can introduce to the custody and settlement industries.
Views: 436 COOConnect
Interview: Bill Prew of INDOS Financial on AIMFD - August 2013
Views: 50 COOConnect
Mike Tumilty, Director of Operations at Standard Life Investments, speaks about the ways in which to buy a fund, how TAs can help fund managers obtain distribution data, how the burden of KYC/AML on investors can be most effectively managed and the extent that TAs and third party service providers can help firms in terms of global distribution. The interview took place during the ITAS conference in Luxembourg.
Views: 384 COOConnect
A video replay of the COOConnect webinar that took place in January 2015.
Views: 243 COOConnect
AIFMD was implemented on 22 July 2014. The webinar focused on the national implementation timetable, and how managers are coping with the obligations it imposed.
Views: 67 COOConnect
COOConnect spoke to John Morton, Business Technology Consultant at CPM, about big data, the meaning of the term, and how fund managers can use data to automate their compliance process. In addition, Morton explains how there is plenty of data available in the investment management industry that is not being used, and how all this data can be used in a competitive environment.
Views: 129 COOConnect