Fund Fundamentals
Description
This webinar provides an introductory overview of the Funds sector for new joiners to the industry. It introduces the core characteristics of a fund, the range of asset classes covered, and the key role of the fund administrator.
Content
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The purpose and life cycle of a fund
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The key parties to a fund: roles and responsibilities
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Primary fund asset classes – bonds, equities, real estate, private equity
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The role of the fund administrator
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Current trends in the offshore fund industry
Learning Outcomes
Having attended this webinar, delegates will:
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Learn the essential features of the offshore fund industry
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Understand the fund life cycle, key asset classes and the administrator’s role
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Gain insight into the regulatory context and industry developments
Speaker
Paul Darroch GrodenExpert trainer, Finance, business strategy & soft skills at the School of International Financial Services |
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Paul is a freelance tutor specialising in finance, business strategy, and soft skills. He has worked for over twenty years in leading global firms, primarily in securitisation, structured products and change management. Paul gained a first-class degree in Modern History from Oxford University, where he was a Centenary Scholar at St Hugh’s College. He also holds a postgraduate diploma in Business Studies with Distinction from the London School of Economics. He is winner of the Shell Economist Writing Prize and is the author of two published books. Paul is a Fellow of CIMA and a Chartered Fellow of CISI. He is the current President of CISI Jersey branch. |