CMS Funds Academy

We are pleased to introduce our "CMS Funds Academy" workshop series, meticulously crafted to empower you with sophisticated, forward-looking financial knowledge in today's complex and rapidly evolving investment ecosystem.

Workshop details

• Format & duration: 2-step training consisting of an online 30-min training session with our expert’s briefing on the topic; and a one-to-one session of 30-min with tailor-made content focused on your business and addressing your personal questions on the topic (to be scheduled shortly after the inaugural training sessions according to your availabilities)
• Featuring expert speakers from our investment funds’ or capital markets’ teams
• Complimentary for our premium clients, as part of our engagement to deliver high-end service

Learning outcomes

• Enhance your investment decision-making skills
• Understand complex fund management topics
• Navigate current market challenges
• Develop sophisticated investment perspectives

Sessions

1. AIFMD II: upcoming challenges and opportunities
2. Loan origination under AIFMD II: key features
3. ESG/SFDR: latest developments
4. ELTIF 2.0 and RTS: general overview and key topics
5. Pre-marketing & marketing: general overview
6. Fund terms: back to basics & recent trends
7. Carried interest structures: legal and tax considerations
8. Evergreen funds: key features
9. Retail strategies: Part II UCI, ELTIF, RIS and other key considerations
10. SFDR revision: key considerations
11. Fund financing
12. Interactions between debt funds and SV
13. Fund tokenisation
14. 4 weeks to go before AIFMD II: what you need to know
15. Latest updates on retail strategies: modernisation of Part II UCIs and new FAQ on ELTIFs
16. EU competitiveness initiatives: consultation on the EU venture and growth capital funds reform, and Market Integration Package
17. Carbon credit funds
18. Back-to-basics: Blended finance funds
19. Cybersecurity: key considerations

Interested? Contact us at event@cms-dblux.com