Private Equity Forum – 5th AIFM Directive 2015 Conference

James Christie, Kevin Smith, Gerry Warwick and David Price will be attending the 5th AIFM Directive Conference due to be held in London on 30th November 2015.

The main topics under discussion will be:

  • AIF and AIFM Valuation Responsibilities
  • National Authority Reporting Obligations
  • Marketing AIFs & AIFMs in Europe
  • Selling into Europe within an AIFMD Environment
  • What Does the Future Hold for National Private Placement Regimes?
  • The Impact MiFID II Rules will have on AIFMs
  • Depositary Obligations under AIFMD
  • Risk Management Requirements under AIFMD


Heritage continues to demonstrate its commitment to providing outstanding client service by ensuring key staff remain up to date with regulatory changes and their impact on the investment funds industry.

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Estera is a leading global provider of fiduciary and administration services. The 
acquisition of Heritage Financial Services Group is central to the expansion of 
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corporate clients.

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