Infokiosk
The Event
The International Funds Summit has been created as a direct response to the increased need of professionals to find new outlets for constructive interactions in refreshing environments.
The 7th edition of the Summit will provide the perfect environment for the delegates to share their knowledge and experience through intimate conversations, interactive panel discussions, and first-class presentations by esteemed industry professionals and thought-leaders on topics such as:
- The Current Regulatory Landscape
- Asset Management: Investment Vehicles and Asset Classes
- Asset Management: Financial Stability and Liquidity
- Fintech & Regtech – Game Changers in Investment and Fund Management
- Cross-Border Distribution
- Sustainable Investment Industry
7th International Funds Summit Details:
- The Summit will take place on 1-2 November 2021 in a hybrid format
- Presentations will include welcome addresses, keynote presentations and panel discussions
- The language will be English
- Virutal and in person one-on-one meetings will be available
- Participants can earn up to 7 CPD units*
The Summit is organized by the Cyprus Investment Funds Association (CIFA), Invest Cyprus, and IMH, and it is under the patronage of the President of the Republic. It is under the auspices of the Cyprus Securities and Exchange Commission.
*The Organisers provided a Certificate of Attendance to all participants. Subject to CPD requirements, this can be used to obtain the relevant number of hours’ accreditation. The number of CPD hours available varied depending on the final agenda and the rules applied by the relevant association/society on time recording criteria.
Key Topics
- Cyprus Economy Outlook
- The Investment Vehicles and Asset Classes that Lead the Market
- Cross-Border Distribution
- Sustainable Investing
- Asset Management – Financial Stability And Liquidity
- Demystifying the Nouveau Depositary Model
- Fintech & RegTech – Game Changers in Investment and Fund Management
Speakers
MSTA, MCSI, Chief Executive Officer & Chief Investment Officer
@ Fortified Capital Ltd
Investment Director and Senior Portfolio Manager on the Global Rates Team
@ Aberdeen Standard Investments
Head of US & UK
@ International Institutional Client Group, Edelweiss Asset Services, India
Sponsors
Eurobank Cyprus has been operating in Cyprus since 2007. Focusing on the wholesale side of business, specificallyEurobank Cyprus has been operating in Cyprus since 2007. Focusing on the wholesale side of business, specifically in the areas of Corporate & Investment Banking, Wealth Management, Fund Services, International Business Banking, Global Capital Markets, Shipping and Affluent Banking, Eurobank Cyprus operating model is distinct from the rest of the banking industry in Cyprus. Its strong capital base, substantial liquidity, and solid financial results allow Eurobank Cyprus to continue its dynamic growth and its ongoing support of the Cyprus economy. Eurobank Cyprus Ltd is a Cyprus registered company founded in 2007, operates autonomously and is subject to all laws and regulations of the Republic of Cyprus.
Alter Domus is a leading provider of integrated solutions, serving private equity, real assets and debt capital marketsAlter Domus is a leading provider of integrated solutions, serving private equity, real assets and debt capital marketssectors with more than 3,300 employees across 36 offices globally. Solely dedicated to alternatives, Alter Domus offersfund administration, corporate services, depositary services, capital administration, transfer pricing, domiciliation,management company services, loan administration, agency services, trade settlement and CLO manager services.
BOC Asset Management Ltd (BOCAM) is a UCITS Management Company which is fully supervised by the Cyprus Securities and Exchange Commission and operating under licence number ΕΔ ΟΣΕΚΑ 5/78/2012. BOCAM is a 100% owned subsidiary of CISCO member of Bank of Cyprus Group, and the first Cyprus banking UCITS Asset Management Company. It offers a broad spectrum of investment products and services to private and institutional clients. The primary service offered by BOCAM is the management of UCITS funds along with other services such as Risk Management, Discretionary Portfolio Management, Investment Advice and Fund Administration Services, allowing it to cater to the current and future investment needs of its clients in Cyprus.
Deloitte Limited is among the leading professional services firms in Cyprus, providing audit & assurance, consulting,Deloitte Limited is among the leading professional services firms in Cyprus, providing audit & assurance, consulting,financial advisory, wealth advisory, risk advisory, tax and related services, as well as a complete range of services tointernational business, through over 700 people in Nicosia and Limassol. Deloitte Limited, is the sub-licensed affiliatefor Cyprus of Deloitte NSE LLP, a UK limited liability partnership and member firm of Deloitte Touche Tohmatsu Limited.Please visit www.deloitte.com/cy to find out how Deloitte in Cyprus is making an impact that matters. As part of theDeloitte global network, with more than 312,000 people in over 150 countries, Deloitte Limited has the advantage ofglobal sharing of knowledge with local adaptation and personal approach, built on the solid foundations of over 60years of successful operations on the island.
Fortified Capital is a multi-asset class AIF Management company (AIFM) specializing in setting-up administering andFortified Capital is a multi-asset class AIF Management company (AIFM) specializing in setting-up administering andmanaging AIFs and RAIFs. Since its inception in 2013, Fortified Capital is at the forefront of the Cyprus Fund industry,offering a one-stop solution for those seeking to establish and operate Regulated and/or Registered Fund structuresthrough Cyprus. Fortified Capital can also provide Cross-Border Fund Management services to EU Funds and to Fundsauthorised in third country jurisdictions.
KPMG operates in Cyprus since 1948 and currently employs more than 900 professionals working from 6 offices KPMG operates in Cyprus since 1948 and currently employs more than 900 professionals working from 6 offices across the island (Nicosia, Limassol, Larnaka, Pafos, Paralimni and Polis Chrysochous). It is a member of the global network of KPMG, one of the world’s largest professional firms providing Audit, Tax and Advisory services, employing 219.000 people in 147 countries and territories. In relation to funds, our strong local practice along withthe global professional and industry expertise we possess, place us in an optimal position to provide added value‘ one-stop’ service to our clients facilitating the process of setting up, structuring and operating fund vehicles and fund management companies through Cyprus.
Our more than 1,000 professionals in Cyprus with the support of our global network of more than 284,000 people in. Our more than 1,000 professionals in Cyprus with the support of our global network of more than 284,000 people in155 countries are a community of solvers coming together in unexpected ways to deliver bold ideas, solutions which are human-led and tech-powered and meaningful experiences which deliver real-life results. The New Equation is our new global strategy and speaks to the two most fundamental and interconnected needs clients and organisations are grappling with today. The urgency to build trust and the need to deliver sustained outcomes.
Treppides Group of Companies is the largest independent consulting Group in Cyprus having an established presenceTreppides Group of Companies is the largest independent consulting Group in Cyprus having an established presence in Great Britain and Malta and employing approximate 200 professionals. The Group, through its wholly owned subsidiary, Treppides Fund Services Ltd (“TFS”), has been active and fully dedicated to Fund and Fund ManagementSupport Services since 2012 and has become a leading Fund Administration service provider in Cyprus. TFS experience covers complex fund structures and provides fund support services in EU, BVI, Cayman Islands and Singapore and its elite team of experienced executives can guide and assist Fund Managers and Funds during their establishment process and subsequent on-going operational activities globally.
ARK36 is an investment fund providing professional and well-informed investors with risk-adjusted exposure to digital assets. As one of the EU’s first fully regulated funds exclusively focusing on assets such as Bitcoin and other cryptocurrencies, we’re bridging the gap between the needs of traditional investors and the opportunities of this promising asset class. Our diverse team leverages expertise from both the traditional investment sphere and hands-on experience with cryptocurrency technologies and trading.
Creating, Protecting and Growing Wealth. We guide our clients through the maze of options for a tailored funds solution. We work with our clients to administer their fund as their trusted service partner. Our tailored solutions create wealth in an optimal investment structure. Our diligent approach protects our clients and their wealth. Our proactive daily engagement allows our clients to focus in growing their wealth. We put our heart in our work and our service offering reflects this. Our services cover the full range of Fund Administration, Back Office and Transfer Agent functions as well the initial set up advice, Licensing and re-domiciliation of existing funds. We offer our services in Cyprus, UK, Cayman Islands, and BVI.
BAO Capital Partners Ltd is an Alternative Investment Fund Manager (AIFM) regulated and licensed by CySEC. BAO Capital Partners is founded on the core principles of Trust and Diligence for our own investment products or tailor-made formulas, combined with our experience and meticulous research to create long-lasting solutions with management, risk management, compliance/AML and administration. As part of its Pan-European spectrum, BAO Capital Partners Ltd acts as Portfolio Manager for the BAO Vitta UCITS domiciled in Liechtenstein. BAO provides Fund as a Service (FAAS) providing fund services to third-party managers and Family Offices. Within this service, the company offers white labelling for new AIFs & RAIFs. This service allows a quick solution to getting your fund up and running – either via a compartment in an Umbrella fund or as an externally managed fund. BAO Capital Partners Ltd is part of BAO Financial Group which has a global footprint.
CPF, a member of the CPM Group, is a leading Fund Administrator in Cyprus with over 15 years of experience, providing fund administration services to a significant number of Alternative Investment Funds (AIFs) regardless of complexity, asset size and strategy, including both onshore and offshore funds. CPF offers a complete administration solution including fund accounting and reporting, transfer agency, compliance AML services, regulatory reporting, corporate and trustee services.
Profile Software has a long-standing presence of 30 years in the financial services industry, developing ground breaking solutions for banking and investment management, with a proven specialisation in delivering investment and fund management award-winning systems through its internationally implemented Axia Suite, covering robo, wealth, asset, fund and more. Other platforms include the new mobile-first Digital Banking platform Finuevo, the award-winning Core banking platform FMS.next, the fully automated Front-to-Back Treasury Management platform Acumen.plus and RiskAvert, the comprehensive risk management system. Visit our stand to discuss how our solutions can best address your business requirements.
SYSTEMIC is a software developer providing investment and risk management solutions to financial institutionssince 1999. RiskValue™ investment management platform, the cornerstone of Systemic’s software solutions, offersa technological environment for client firms to uniquely integrate back, middle, and front office operations, financialrisk management, regulatory reporting, and compliance requirements. RiskValue™ is used today by leading financialinstitutions, fund managers, insurance companies, wealth managers, broker-dealers, asset servicers and regulators.
Founded in 1978, the Trident Trust Group is one of the largest independent global providers of fund administration, corporate and fiduciary services. Our fund services are focused on serving hedge funds, private equity, and real estate funds, ranging from billion-dollar managers to start-up next generation funds. Today, over 500 alternative investment funds worldwide, select us to support them with our comprehensive range of fund accounting, administration, and investor services.
As one of the leaders in our industry, Vistra has a long-standing tradition of providing innovative corporate, fiduciary and administrative solutions for alternative investment structures, including real estate and private equity funds. Whether we’re helping you communicate with investors, manage cash flow or comply with regulation, our deep understanding of the funds sector means we can deliver a tailored, accurate and responsive service throughout your fund’s lifecycle.
The Cyprus Investment Funds Association (CIFA) represents the face and voice of the Cyprus asset management and investment fund community. Founded in 2013, CIFA currently counts over 380 members and represents fund managers, depositaries, administrators, professional advisory firms and other specialist firms involved in the fund services industry in Cyprus. CIFA’s Board of Directors is comprised of high caliber industry professionals who come from all areas of the funds industry and are well-placed to support and complement the continued development of the industry. CIFA’s mission revolves around assisting its members capitalize on industry trends, shaping the development of the regulatory and legislative framework, enhancing professionalism, integrity and quality, and promoting Cyprus as a leading funds jurisdiction.
Invest Cyprus (Cyprus Investment Promotion Agency) is the investment promotion agency of the Government of Cyprus, dedicated to attract and facilitate foreign direct investment into the country. In close collaboration with all governmental authorities and public institutions, as well as the private sector and international experts, Invest Cyprus is the country’s lead agent in establishing Cyprus as a world class investment destination. Invest Cyprus’ mandate, is to raise awareness of Cyprus as a location for FDI across the globe, providing certainty around all aspects of operating a business in Cyprus and supporting potential investors in developing their business case for investment into the country.
Created in 2003, CFA Society Cyprus is dedicated to professional excellence, integrity, education, volunteer service and strength of community. CFA Society Cyprus has over 180 Members representing all major banks and investment firms in Cyprus. The CFA Society Cyprus Members have earned the Chartered Financial Analyst (CFA) designation. Awarded only to a select group of investment specialists, the CFA charter requires its candidates to master a rigorous curriculum including investment valuation, portfolio management, asset allocation, economic and market analysis and ethical practices. CFA Society Cyprus is a local Society for CFA Institute, Charlottesville, Virginia and a Member of the CFA Institute Global Network of Societies.
The Chartered Institute for Securities & Investment (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, the Institute has a global community of circa 45,000 members in over 100 countries. The CISI’s world-renowned qualifications are designed by senior practitioners to help you meet the requirements of markets and regulators across the globe and achieve core competence for your job requirements.
ICAEW is a world leading professional body of Chartered Accountants with 189,500 members and students. ICAEW Chartered Accountants are talented, ethical and committed professionals, which is why all of the top 100 Global Brands employ chartered accountants. We attract talented individuals into the profession and give them the skills and values they need to build resilient businesses, economies and societies, while ensuring our planet’s resources are managed sustainably. The collective skills of our membership are the reason we believe that chartered accountancy can be a force for positive changes, which can help to create strong and sustainable economies.
ICMA promotes well-functioning cross-border capital markets, which are essential to fund sustainable economic growth. It is a not-for-profit membership association with offices in Zurich, London, Paris, Brussels and Hong Kong, serving more than 600 member firms in over 60 jurisdictions. Among its members are private and official sector issuers, banks, broker-dealers, asset managers, pension funds, insurance companies, market infrastructure providers, central banks and law firms.
It provides industry-driven standards and recommendations, prioritising four core fixed income areas: primary, secondary, repo and collateral and sustainable finance. ICMA works with regulatory and governmental authorities, helping to ensure that financial regulation supports stable and efficient capital markets.
Agenda
Click here to download the 2021 agenda