28th Annual Conference on the Globalisation of. Investment Funds

Transcription

1 A conference presented by the IBA Investment Funds Committee, supported by the IBA North American Regional Forum, the National Investment Company Service Association (NICSA), the Association of the Luxembourg Fund Industry (ALFI) and the Bundesverband Alternative Investments (BAI) 28th Annual Conference on the Globalisation of Follow #IBAInvest Investment Funds April 2017 Le Parker Meridien, New York, USA Topics include: The DOL Fiduciary Rule, MiFID II inducements provisions and similar legislation: impact on mutual fund distribution Brexit: consequences and potential solutions for asset managers The great FinTech race: robo advice and B2C solutions Changing environment for distribution of alternative funds Loan funds: current guidance and trends MiFID II: trading and operational implications for asset managers Risk management and emerging compliance issues Challenges and opportunities for fund custodians, administrators and other service providers Meet the regulators: a roundtable discussion REGISTER BEFORE 17 MARCH 2017 TO RECEIVE EARLY REGISTRATION DISCOUNTS BOOK NOW AT UP TO 12¼ CPD/CLE HOURS AVAILABLE*

2 Programme This year marks the 28th anniversary of the Globalisation of Investment Funds Conference. The conference will focus on several major trends that will likely impact the investment management industry in These include shifts in buyer behaviour as the millennial generation becomes a greater force in the investing marketplace; the transformative effect that FinTech will have on the industry; increased focus on risk management; and the impact of regulation on the distribution of investment funds globally. Over the years, this conference has been a forum for the global fund industry to: learn more about business and regulatory developments share new ideas and best practices keep current on innovations in fund structures network with other professionals involved in the industry We look forward to continuing to provide such a forum and welcoming representatives from all aspects of the asset management industry including investment professions, regulators, fund company executives, legal advisers, auditors and services providers to share their perspectives in a time of unprecedented regulatory change. We look forward to seeing you in New York. Kind regards Conference Co-Chairs Christopher Christian Dechert, Boston Jacques Elvinger Elvinger Hoss Prussen, Luxembourg; Co-Chair, IBA Investment Funds Committee Organising Committee Kirstene Baillie Fieldfisher, London Felipe Cousino Alessandri, Santiago David Dillon Bridge Consulting, Dublin Stephen H Etkind Henry Davis York, Sydney Jeremy Lam Deacons, Hong Kong SAR Brian McDermott A&L Goodbody, Dublin; Senior Vice Chair, IBA Investment Funds Committee François Rayroux Lenz & Staehelin, Geneva; Newsletter Editor, IBA Investment Funds Committee Rebecca F Silberstein Devevoise & Plimpton, New York; Co-Chair, IBA Investment Funds Committee Gordon Taylor Baillie Gifford & Co, Edinburgh Julio Veloso Broseta Abogados, Madrid; Secretary, IBA Investment Funds Committee Edgar Wallach Hengeler Mueller, Frankfurt Christopher Christian and Jacques Elvinger Continuing Professional Development/Continuing Legal Education *The number of CPD/CLE hours available may vary depending on the rules applied by the members bar association/law society on time recording criteria. For conference delegates from jurisdictions where CPD/CLE is mandatory, the IBA will provide a Certificate of Attendance for the conference. Subject to CPD/CLE requirements, this can be used by conference delegates to obtain the relevant number of hours accreditation. A CPD/CLE Certificate of Attendance is available to conference delegates on request. Please ask at the IBA conference registration desk for information on how to obtain the certificate. Sunday 23 April Opening reception Estrella Penthouse, Le Parker Meridien All registered delegates and guests are invited to attend this opening reception and networking opportunity. Badges for the conference can be collected at the reception. Headline social event sponsors

3 Monday 24 April Registration Continental breakfast Opening remarks Christopher Christian Keynote address When Politics Trumps Economics Marc Chandler Global Head of Currency Strategy, Brown Brothers Harriman, New York The DOL fiduciary rule, MiFID II inducements provisions & similar legislation: impact on mutual fund distribution Defining the role of the adviser Impact on business models and operating margins Trump administration friend or foe? Challenges and opportunities Impact on product development Session Chair J Christopher Jackson General Counsel, Calamos Investments, Naperville, Illinois Speakers Eric Adelson Senior Vice President, Head of Legal Canada, Invesco, Toronto Ruth S Epstein Stradley Ronon Stevens & Young, Washington DC Matthias Liermann Head of Global Product Platform, Deutsche Asset Management, Frankfurt Steven W Rabitz Stroock & Stroock & Lavan, New York Robert Slange Chief Compliance Officer, Robeco, Rotterdam Coffee/tea break Brexit: consequences and potential solutions for asset managers Brexit: where are we now? Impact on MiFID firms and AIFMs Impact on UCITS and AIFs Potential solutions for asset managers post-brexit Session Chair Kirstene Baillie Speakers Michèle Eisenhuth Arendt & Medernach, Luxembourg Lora Froud Macfarlanes, London Jorge Morley-Smith Director, The Investment Association, London Alex Ollier Managing Legal Counsel, Columbia Threadneedle, London Mark White McCann Fitzgerald, Dublin Lunch The great FinTech race: robo advice and B2C solutions Different firms, different approaches to robo-advice How FinTech is shaping financial services Impact on business models for distribution Session Chair Lynn M McGrade Borden Ladner Gervais, Toronto Speakers Benjamin T Alden General Counsel, Betterment, New York James R F Shipton Executive Director, Harvard Law School, Boston Kendra Thompson Managing Director, Accenture Wealth and Capital Markets, Toronto Coffee/tea break Associate conference sponsor Conference dinner sponsor Conference reception sponsor

4 Monday continued Changing environment for distribution of alternative funds Asset gathering opportunities for alternative funds Structuring opportunities for emerging markets AIFMD: where are we now? Multi-asset funds Session Chair Nicolas Tschopp General Counsel, Pictet Asset Management, Geneva Speakers Jaime de la Barra Partner and Senior Investment Strategist, Compass Group, Santiago Jo Cunningham Maples & Calder, Caymand Islands Nathan Greene Shearman & Sterling, New York Christopher Hilditch Schulte Roth & Zabel, London Kei Ito Nishimura & Asahi, Tokyo Siddharth Shah Khaitan & Co, Mumbai 1900 Reception and conference dinner Inside Park at St Bart s 325 Park Avenue, New York, NY Decorated in the Byzantine style, Inside Park at St Bart s is adjacent to the 19th century Bartholomew s Church. Enjoy an elegant evening with your fellow delegates in this historic setting. Ticket price: US$155 per person (delegate or guest) Return transport to Inside Park at St Bart s from Le Parker Meridien and via the Perfect Pint on the return will be provided After dinner drinks The Perfect Pint West 123 West 45th Street, New York, NY Join us after the gala dinner for a chance to network with your friends and colleagues in an informal atmosphere in one of New York s premier Irish bars. Tuesday 25 April Registration Continental breakfast Opening remarks Jacques Elvinger MiFID II: trading and operational considerations for investment managers Soft commissions, transparency and reporting reforms Record-keeping and oversight Practical compliance considerations Session Chair Dr Christian Schmies Hengeler Mueller, Frankfurt; Website Officer, IBA Investment Funds Committee Speakers Francesco P Crocenzi Studio Legale Crocenzi e Associati, Milan Adam Jacobs-Dean Director, Global Head of Markets Regulation, The Alternative Investment Management Association (AIMA), London Ross Stoeterau Managing Director, Nuveen Investments, Chicago Coffee/tea break After dinner drinks (Monday) sponsor Conference luncheon and refreshment break sponsors Exhibitor

5 Tuesday continued Loan funds: current guidance and trends Bank loan funds defined Structuring solutions for European investors Legal structures for bank loans Loan origination fund outlook in a changing environment Session Chair David A Vaughan Dechert, New York Speakers Kieran Fox Director of Business Development, Irish Funds, Dublin Frédérique Lifrange Elvinger Hoss Prussen, Luxembourg Tara O Reilly William Fry, Dublin James Wallin Senior Vice President, Fixed-Income, AllianceBernstein, New York Risk management and emerging compliance issues Examination priorities Key risk management issues for 2017 Emerging risk and compliance considerations for investment funds Session Chair Derek Delaney Managing Director, DMS Consulting, Dublin Speakers Asha Balachandra Regional Head of Legal, Invesco, Hong Kong SAR Michelle Davila Senior Associate General Counsel, Franklin Templeton Investments, Miami Gonzalo Delaveau Honorato Delaveau, Santiago Mary E Keefe Managing Director and Chief Compliance Officer, Nuveen Asset Management, Chicago Richard Marshall Funds Solutions, FundRock Management Company S.A, Luxembourg Emerging challenges and opportunities for fund custodians, administrators and other service providers Segregation of assets Liability Automation and technology Session Chair Patrick O Brien Director, Citibank Europe, Dublin Speakers James Chew Senior Product Manager, HSBC, Dublin Bob Kern Executive Vice President, US Bancorp Fund Services, Milwaukee Rafael Perez Vice President, BNP Paribas Securities Services, New York Regulators roundtable Session Chair Jeremy Lam Deacons, Hong Kong SAR Speakers Katherine P Feld Senior Special Counsel to the Deputy Director, Office of Compliance Inspections and Examinations, US Securities and Exchange Commission, New York Jean-Marc Goy Counsel for International Affairs, Commission de Surveillance du Secteur Financier (CSSF), Luxembourg Grainne McEvoy Acting Director, Securities and Markets Supervision Directorate, Central Bank of Ireland, Dublin John Mountain Director, Investment Funds and Structured Products, Ontario Securities Commission, Toronto Thomas M Selman Executive Vice President, Regulatory Policy & Legal Compliance, FINRA, Washington DC Closing remarks Lunch The organisers may at any time, with or without giving notice, in their absolute discretion and without giving any reason, cancel or postpone the conference, change its venue or any of the other published particulars, or withdraw any invitation to attend. In any case, neither the organisers nor any of their officers, employees, agents, members or representatives shall be liable for any loss, liability, damage or expense suffered or incurred by any person, nor will they return any money paid to them in connection with the conference unless they are satisfied not only that the money in question remains under their control but also that the person who paid it has been unfairly prejudiced (as to which, decision shall be in their sole and unfettered discretion and, when announced, final and conclusive). Kindly supported by

6 Information Date April 2017 Venue Le Parker Meridien 119 West 56th Street New York NY USA Tel: Fax: Language All working sessions and conference materials will be in English. How to register Register online by 18 April at aspx and make payment by credit card, to avail of the ten per cent online registration discount or complete the attached registration form and return it to Rosie Mathers at the IBA together with your bank transfer or cheque. You should receive ed confirmation of your registration within five days; if you do not then please contact Rosie Mathers at int-bar.org. Fees Online registrations received: on or before until 17 March 18 April IBA member $1,410 $1,520 ALFI/BAI/BVI/NICSA member $1,410 $1,520 Non-member* $1,580 $1,690 Young lawyers (under 30 years) $1,060 $1,690 Academics/judges (full-time) $1,060 $1,690 Public lawyers $1,060 $1,690 Corporate counsel ** $1,270 $1,690 Guest $170 $170 Conference dinner $155 $155 After 18 April registrations must be received in hard copy at the IBA office. Hard copy registration forms and fees received: on or before after 17 March 17 March IBA member $1,565 $1,690 ALFI/BAI/BVI/NICSA member $1,565 $1,690 Non-member* $1,755 $1,880 Young lawyers (under 30 years) $1,175 $1,880 Academics/judges (full-time) $1,175 $1,880 Public lawyers $1,175 $1,880 Corporate counsel** $1,410 $1,880 Guest $170 $170 Conference dinner $155 $155 * By paying the non-member fee, we welcome you as a delegate member of the IBA for the year in which this conference is held, which entitles you to the following benefits: 1) Password access to certain parts of the IBA website. 2) Receipt of IBA E-news and access to online versions of IBA Global Insight. 3) Pay the member rate for any subsequent conference registrations for this calendar year. ** A reduced rate is offered to IBA Corporate Group Members. Please register online to obtain a 25 per cent discount on the IBA member fee. If you would like to become a full or general member of the IBA, which includes membership of one committee or more and inclusion in and access to our membership directory we encourage you to do so now in order to register for this conference at the member rate. Full details of how to join can be found at A reduced rate is offered to lawyers who are over the age of 65, have been an IBA member for more than 20 years and are no longer practising law. Full payment must be received in order to process your registration. Fees include: Attendance at all working sessions Conference materials, including any available speakers papers submitted to the IBA before 14 April. Access to the above conference working materials from the IBA website ( approximately seven days prior to the conference Access to mobile delegate search application Lunch on Monday and Tuesday Tea and coffee during breaks Reception on 23 April After dinner drinks on 24 April Please note that registrations are not transferable. Guest fees include: Reception on 23 April After dinner drinks on 24 April A guest must not be a member of the legal profession or seek to use the Conference as a business networking opportunity. Access to working sessions is not permitted for guests. Checks are made to ensure members of the legal profession are not registered as guests, if this is the case, registration will be refused unless the guest registers as a full delegate for the conference. Only registered guests (ie, those paying the guest fee) are eligible to participate in the social programme. List of participants In order for your name to appear in the list of participants, which will be distributed at the conference, your registration form must be received by 18 April at the latest. Mobile delegate search application All registered delegates will receive a printed list of participants at the conference, however delegates are now also able to use the mobile delegate search. This application has been developed to aid networking by giving delegates instant access to an up-to-date list of their fellow attendees, and comes with the added benefit of a built-in messaging service. All registered delegates with an internet or Wi-Fi-enabled device will have access, using their IBA username and password. Simply visit: m.ibanet.org/conf790. Registration confirmation All documentation regarding your attendance at the conference can now be obtained from the IBA website. Upon receipt of your payment for the conference a confirmation will be sent containing instructions on how to download the documents. Registration confirmation will not be distributed by post.

7 Photography and filming Certain sessions and/or social functions may be photographed and/or filmed and some of this content may be used for future IBA marketing materials, member communications, products or services. Should you have any concerns with regard to this, or do not wish to be featured in any of these materials please contact the IBA Marketing Department at Promotional literature Please note that no individual or organisation may display or distribute publicity material or other printed matter during the conference, unless by prior arrangement with the IBA. Organisations and companies wishing to discuss promotional opportunities should contact the IBA Sponsorship Department at Payment of registration fees US dollars: by cheque converted at the current rate of exchange and drawn on a US bank and in favour of the International Bar Association. Please send to: 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom. OR by bank transfer to the IBA account number: (Sort Code ) at the National Westminster Bank, St James s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom. SWIFT address NWBKGB2L, IBAN GB55NWBK Please ensure that a copy of the bank transfer details is attached to your registration form. Pounds sterling: by cheque drawn on a UK bank and in favour of the International Bar Association. Please send to: 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom. OR by bank transfer to the IBA account number: (Sort Code ) at the National Westminster Bank, St James s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom or SWIFT address NWBKGB2L, IBAN GB05NWBK Please ensure that a copy of the bank transfer details is attached to your registration form. Use the exchange rate prevailing at the time of registration. Euro: by cheque or bank draft, drawn on a euro zone bank and converted at the current rate of exchange and in favour of the International Bar Association OR by bank transfer to the IBA bank account number 550/00/ (Sort Code ) at the National Westminster Bank, St James s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom or SWIFT address NWBKGB2L, IBAN GB58NWBK Please ensure that a copy of the bank transfer details is attached to your registration form. Use the exchange rate prevailing at the time of registration. Online credit card payments: by Visa, MasterCard or American Express. No other cards are accepted. PLEASE ENSURE THAT YOUR NAME AND CON790NEWYORK APPEAR ON ANY TRANSFER OR DRAFT. No deductions or withholdings All fees payable to us by you in accordance with the terms contained in this Information section shall be paid free and clear of all deductions or withholdings whatsoever. If any deductions or withholdings are required by law to be made from any fees payable to us by you under the terms contained in this Information section you shall pay such sum as will, after the deduction or withholding has been made, leave us with the same amount as we would have been entitled to receive in the absence of any such requirement to make a deduction or withholding. If we obtain the benefit of any tax credit or other relief by reference to any such deductions or withholdings, then we shall repay to you such amount as, after such repayment has been made, will leave us in no worse position than we would have been had no such deductions or withholdings been required. Conference sell-outs The IBA places its conference in venues of a suitable size for the event; however, there are times when our conferences may sell out. Should this happen, prospective delegates will be informed and a waiting list will operate. The waiting list will function on a first come, first served basis, subject to receiving registered delegate cancellations. The IBA will not be liable for any travel or accommodation expenses incurred by an individual who travels to the conference without a confirmed place at the event. Cancellation of registration If cancellation is received in writing at the IBA office by 24 March, fees will be refunded less a 25 per cent administration charge. Refunds will be made minus any monies owed to the IBA. We regret that no refunds can be made after this date. Registrations received after 24 March will not be eligible for any refund of registration fees. Please note that NO exception will be made to this policy. Should you have difficulties in obtaining your visa and are not able to attend the conference this cancellation policy will still apply. Provided you have cancelled your registration to attend an IBA conference in accordance with the terms of the cancellation of registration clause included in the Information section of the relevant conference programme, you must then confirm to us in writing at the IBA office as soon as possible but in no event later than one year (12 calendar months) from the date of any such conference all necessary details to enable any reimbursement owed to you to be paid. We regret that no refunds will be made after the date that is one year (12 calendar months) after the date of the relevant conference. Travel arrangements and visas Participants are responsible for making their own travel arrangements. It is recommended that you check your visa requirements with your local embassy or consulate. We are unable to dispatch visa invitation letters to support your visa application prior to receipt of your registration form and full payment of registration fees. Please apply for your visa in good time. Social programme Sunday 23 April Opening reception Estrela Penthouse, Le Parker Meridien Monday 24 April 1900 Reception and conference dinner Inside Park at St Bart s 325 Park Avenue, New York, NY Ticket price: US$155 per person (delegate or guest) Social event ticket reservations cannot be guaranteed unless payment has been received before 18 April, subject to availability After dinner drinks The Perfect Pint West 123 West 45th Street, New York, NY Join us after the gala dinner for a chance to network with your friends and colleagues in an informal atmosphere in one of New York s premier Irish bars.

8 Hotel accommodation The IBA has reserved a limited number of rooms at the Le Parker Meridien for the nights of April inclusive at the following rates: Single/double room: US$299 The above rate is per room, per night and exclusive of breakfast, service and facility charges and local taxes. To avail of the IBA rate, please book your accommodation online using the following link: Cancellation and no-show policy Reservations not cancelled before 3pm New York time on the day prior to arrival will be billed for the room and tax charges. Please note that in the event of any cancellations or no-shows, rooms will be charged to the individual guest s credit card given at the time of booking. Please note that any reservation made after 24 March will be subject to availability and cannot be guaranteed at the special IBA rate. As a limited number of rooms have been blocked at the hotel, availability cannot be guaranteed once the room block is full. Delegates are responsible for making accommodation reservations directly with the hotel and entering into an agreement with the hotel regarding credit card guarantees, cancellation terms and conditions, and room rates (should these differ from the special IBA rate). The IBA cannot accept responsibility for hotel accommodation disputes between a delegate and the hotel. Unauthorised accommodation agents It has been brought to our attention that there are multiple companies contacting past attendees, claiming to represent the IBA, offering assistance with registration and hotel bookings. They are operating by cold-calling and spamming companies whose names have appeared on previous List of Participants, Programmes and Sponsorship recognition. The only Accommodation Agent the IBA works with is Judy Lane ICS. Judy Lane ICS do not contact delegates on behalf of the IBA without delegates making initial contact. Please ignore any communication that does not come directly from the IBA or Judy Lane ICS. Disabled access The Le Parker Meridien is wheelchair accessible. Please notify us if you require special assistance. IBA App additional functionality now added available from the App Store and the Google Play Store The IBA App has been updated to become even more user friendly, providing you with the latest legal news, updates and content while on the move. All new functionality is now available for both the App in the Apple Store and for the Android version in the Google Play Store. New functionality: Access to IBA Digital Content with new articles, stories and items of interest available and updated daily The ability to download PDFs and podcasts from the IBA Digital Content library to your mobile device How do I access the App? Simply download the App (search for International Bar Association and download the IBA Members Directory) via the Apple App Store or Google Play Store Login with your IBA membership user ID and password Search the full IBA Member Directory or update your My IBA profile Don t let valuable contacts pass you by, update your profile today!

9 Registration form 28th Annual Conference on the Globalisation of Investment Funds April 2017, Le Parker Meridien, New York, USA Please read the Information section before completing this form and return it together with your bank transfer or cheque to Rosie Mathers at the address overleaf. REGISTER ONLINE AT TO MAKE IMMEDIATE AND SECURE PAYMENT BY CREDIT CARD AND OBTAIN A 10 PER CENT DISCOUNT ON THE FEES BELOW PERSONAL DETAILS (Please attach your business card or write in block capitals) Title Given name Family name Name and country to be shown on badge (if different from above) IBA Membership number (if applicable) Date of birth Firm/company/organisation Address Country Tel Fax Guest Guests are not entitled to attend the working sessions. No member of the legal profession may be registered as a guest. SPECIAL DIETARY REQUIREMENTS If you have special dietary requirements, due to allergen intolerances, medical, religious reasons or a life choice, please specify the requirement below. The IBA is unable to cater for dietary requirements other than for the above reasons. Please tick box if you have allergen intolerances and specify Please tick box if your guest has allergen intolerances and specify Please state all other dietary requirements clearly, i.e. I am a vegetarian; I do not eat red meat. Disclosure of dietary information denotes you have agreed to the IBA sharing this information with relevant third parties who are providing catering on our behalf. TO OBTAIN A TEN PER CENT DISCOUNT ON THE FEES BELOW, PLEASE REGISTER BY 18 APRIL ONLINE AT IBA MEMBERS CAN REGISTER ONLINE BY 17 MARCH FOR $1,410, PLEASE SEE INFORMATION FOR FURTHER ONLINE REGISTRATION DETAILS. HARD COPY REGISTRATION FORMS AND FEES RECEIVED: on or before 17 March after 17 March amount payable IBA member $1,565 $1,690 $ ALFI/BAI/BVI/NICSA member $1,565 $1,690 $ Non-member* $1,755 $1,880 $ Young lawyers (under 30 years) $1,175 $1,880 $ Academics/judges (full-time) $1,175 $1,880 $ Public lawyers $1,175 $1,880 $ Corporate counsel** $1,410 $1,880 $ Guest $170 $170 $ Guests are not entitled to attend the working sessions. No member of the legal profession may be registered as a guest. SOCIAL FUNCTIONS Conference welcome reception I will attend I will attend with a guest NIL A guest fee (see above) is applicable for any accompanying person wishing to attend the welcome reception. Conference dinner Number of $155 $ One dinner ticket for each delegate and registered guest is permitted. Social function ticket reservations are subject to availability and cannot be guaranteed unless payment has been received before 18 April. TOTAL AMOUNT PAYABLE $

10 *JOIN THE IBA TODAY AND REGISTER FOR THIS CONFERENCE AT THE IBA MEMBER RATE. PLEASE FIND THE MEMBERSHIP APPLICATION FORM AT **A REDUCED RATE IS OFFERED TO IBA CORPORATE GROUP MEMBERS. PLEASE REGISTER ONLINE TO OBTAIN A 25 PER CENT DISCOUNT ON THE IBA MEMBER FEE A REDUCED RATE IS OFFERED TO LAWYERS WHO ARE OVER THE AGE OF 65, HAVE BEEN AN IBA MEMBER FOR MORE THAN 20 YEARS AND ARE NO LONGER PRACTISING LAW. PLEASE CONTACT THE IBA OFFICE FOR FURTHER INFORMATION. METHODS OF PAYMENT FULL PAYMENT MUST BE RECEIVED IN ORDER TO PROCESS YOUR REGISTRATION. PLEASE NOTE THAT REGISTRATIONS ARE NOT TRANSFERABLE. By credit card Register online at and make immediate and secure payment by credit card Note: please do not send your credit card details on the registration form or within an or fax. By bank transfer and cheque/draft Please send me an invoice. I enclose a cheque/draft for the total amount payable. I have transferred to the IBA bank account the total amount payable and have attached a copy of the bank transfer details. US dollars: by cheque converted at the current rate of exchange and drawn on a US bank and in favour of the International Bar Association. Please send to: 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom. OR by bank transfer to the IBA account number: (Sort Code ) at the National Westminster Bank, St James s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom. SWIFT address NWBKGB2L, IBAN GB55NWBK Please ensure that a copy of the bank transfer details is attached to your registration form. Pounds sterling: by cheque drawn on a UK bank and in favour of the International Bar Association. Please send to: 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom. OR by bank transfer to the IBA account number: (Sort Code ) at the National Westminster Bank, St James s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom or SWIFT address NWBKGB2L, IBAN GB05NWBK Please ensure that a copy of the bank transfer details is attached to your registration form. Use the exchange rate prevailing at the time of registration. Euro: by cheque or bank draft, drawn on a euro zone bank and converted at the current rate of exchange and in favour of the International Bar Association. OR by bank transfer to the IBA bank account number 550/00/ (Sort Code ) at the National Westminster Bank, St James s & Piccadilly Branch, 208 Piccadilly, London W1A 2DG, United Kingdom or SWIFT address NWBKGB2L, IBAN GB58NWBK Please ensure that a copy of the bank transfer details is attached to your registration form. Use the exchange rate prevailing at the time of registration. WHERE DID YOU FIRST HEAR ABOUT THIS CONFERENCE? IBA CONFERENCE OTHER CONFERENCE DIRECT MAIL INTERNET ADVERTISEMENT EDITORIAL RECOMMENDATION OTHER Please provide further details, quoting code (if applicable) IBA listings are provided to relevant third parties for marketing purposes. The IBA will treat your personal information with the utmost respect and in accordance with UK data privacy laws. If you are agreeable to passing on your details, please tick this box If you do not wish to receive IBA information and materials, please tick this box Your details will however be included in the list of participants. PLEASE SEND THE COMPLETED FORM TO INTERNATIONAL BAR ASSOCIATION: Rosie Mathers 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom Tel: +44 (0) Fax: +44 (0) rosie.mathers@int-bar.org

11 The 2017 IBA Annual Conference will be held in Sydney, Australia s leading global city. Recognised internationally as a future-focused and innovative business centre, Sydney provides headquarters for almost 40 per cent of the top 500 Australian corporations. The city combines natural beauty with buzzing urban villages and a city centre that s home to some of the world s most recognisable and iconic structures such as the Opera House and Sydney Harbour Bridge. As one of the world s most multicultural and connected cities, Sydney will be an ideal location for the largest and most prestigious event for international lawyers, providing an abundance of business and networking opportunities, as well as the chance to explore one of the most beautiful cities on Earth. What will Sydney 2017 offer you? Gain up-to-date knowledge of the key developments in your area of law which you can put into practice straight away Access to the world s best networking and business development event for lawyers attracting over 6,000 individuals in 2016 representing over 2,700 law firms, corporations, governments and regulators from over 130 jurisdictions Build invaluable international connections with leading practitioners worldwide, enabling you to win more work and referrals Increase your profile in the international legal world Hear from leading international figures, including officials from the government and multilateral institutions, general counsel and experts from across all practice areas and continents Acquire a greater knowledge of the role of law in society Be part of the debate on the future of the law To register: Visit: To receive details of all advertising, exhibiting and sponsorship opportunities for the IBA Annual Conference in Sydney andrew.webster-dunn@int-bar.org OFFICIAL CORPORATE SUPPORTER

12 International Bar Association the global voice of the legal profession The International Bar Association (IBA), established in 1947, is the world s leading organisation of international legal practitioners, bar associations, law firms and law societies. The IBA influences the development of international law reform and shapes the future of the legal profession throughout the world. It has a membership of more than 80,000 individual lawyers and more than 190 bar associations and law societies spanning over 160 countries. IBA Investment Funds Committee overview The Investment Funds Committee provides a convenient forum for its members to consider current developments in the global investment funds industry, including both regulatory and product development. It also produces newsletters and occasional e-bulletins for its members. Advert In addition to its programmes space at the annual IBA conferences, the committee presents an annual conference on Globalisation of Investment Funds, which celebrated its 27th successful year in The event attracts delegates from approximately 30 countries, and features presentations by senior regulators from around the world, senior executives of top fund managers and other fund service providers as well as from leading practitioners in the field. IBA North American Regional Forum overview The IBA s North American Regional Forum brings together North American lawyers who share many concerns and interests and a common perspective in many areas. These include: (i) North American business law issues in core areas of corporate commercial and financial law such as banking, finance, securities, M&A, corporate, restructuring; (ii) trade issues like NAFTA, foreign investment, competition; (iii) issues in key industrial and business sectors in North America such as automotive, high-tech, medical, pharmaceutical, telecom, agri-business, mining, energy, and other natural resources; international tax issues; and (v) litigation and dispute resolution, including class action proceedings. Contact information International Bar Association 4th Floor, 10 St Bride Street, London EC4A 4AD, United Kingdom Tel: +44 (0) Fax: +44 (0) member@int-bar.org

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