Topics covered

The course is split into the following sections:

Section 1: Introduction

• What is an AIF
• AIF Categories
• Legal Forms
• Types of investors
• AIFs in Cyprus

Section 2: Fund Governance

• Key Persons of an AIF
• Depositary
• Administrator
• Investment Manager
• AMLCO and Auditor

Section 3: Regulatory Reporting

• Minimum Reporting Requirements
• Information to Unitholders
• Liquidity reports
• Other types of reports (Net DEV01, CS01, etc.)

Section 4: Marketing Communication

• Definitions and identification of marketing communications
• Risks, Rewards, and consistency
• Examples
• Investment policy
• Good practices
• Past and future performance
• The CySEC C473 circular
• Common marketing breaches

Section 5: Portfolio Management

• The AIFM 2015 Law on Portfolio Management
• The main strategies employed

Section 6: Global Macro

• Introduction
• Types of Global Macro strategies
• The Niederhoffer example
• Relative value and mean reversion
• Momentum and trend following
• Tail trading
• Generic and specific examples
• Performance and risks

Section 7: Event-Driven strategies

• What it is
• Mergers and Acquisitions
• A case when it worked and one it didn’t
• Other examples
• The Howard Marks example
• Performance and risks

Course Duration

This course will be presented Online Live on 16 November 2023 at 10:00 – 15:30. The Course duration is 5 hours.

The course is addressed to:

This course is addressed to all individuals who are involved in the Funds’ industry such as:

• Executive Directors, Non-executive directors, Senior Managers, Risk Managers, Asset Managers, Compliance Officers, Product Managers, Portfolio Managers, Investment Advisors, Dealers, Marketing Managers and in general employees of investment firms, UCITS, Funds and Fund Managers.
• Fund Administrators
• Fund consultants
• Internal Auditors
• Professionals in the Funds’ industry
• Lawyers
• Accountants

It is also suitable to professionals pursuing CPD for the renewal of CySEC Certificate (CySEC Basic and CySEC Advance Certificate) or other relevant professional certificates in other jurisdictions.

Training Method

Live Online

At the end of the Course, participants take a Quiz. A Certificate of Completion shall be issued and sent to participants after the Course is completed.

Accreditation and CPD Recognition

The course may be accredited by regulators and other bodies for up to 5 CPD Units, that require CPD training in financial regulation. The course may be also approved for up to 5 CPD Units by institutions that approve general financial training, such as the CySEC, ICPAC, CBA and CISI.

Eligibility criteria and CPD Units are verified directly by your association or other bodies in which you hold membership.

Registration and Access

To register to this course, click “Take this Course” above to pay online and register for this course. After your registration, you will receive an email with information for the Live Online presentation of the Course.

If you are purchasing this course on behalf of others, please be advised that you will need to create or use their personal profile before finalizing your payment.

If you wish to receive an invoice instead of paying online, please Contact us by email. Talk to us for our special Corporate Group rates.

If you wish to receive an invoice instead of paying online, please complete and submit the Registration Form.

Instructor

With more than 10 years of experience, Nektarios is an expert in the financial services industry, having worked in key roles at investment funds, CIFs and other service providers. His exposure to the industry allowed him to gain knowledge in a variety of vital investment functions.

Complementing his practical knowledge of the industry, Nektarios also holds a number of professional and academic qualifications, including CySEC’s Advance Certification. He is currently employed by an Investment Fund.

See more Courses from Nektarios Michael

Click “Take this Course” above to Register Online

OR