Portfolio management

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Course outline

The objective of this course is to understand the key roles, duties, and liabilities of directors, as regards the investment management function of investment funds with a focus on oversight of the delegated portfolio management function of an investment funds. 

This course will provide an overview of the investment management process, addresses the various models of delegation and highlights key considerations for Directors in their role of oversight over this function.

This course will explore not only the legal and regulatory aspects but will also provide participants with best practices and practical advice. The programme is designed to be highly interactive and is facilitated by Luxembourg experts.

This course is designed for directors (executive and non-executive), who want to improve their knowledge of the role and responsibilities of the director as regards the investment management function and how to effectively perform their oversight of delegates involved in the function. It will also be of interest to senior managers, conducting officers and other professionals interacting with boards who are looking to improve their understanding of the role of a board and its directors.


Benefits of the programme

The course will enable participants to get: 

  • An understanding of the key concept and responsibility of Directors as regards the investment management function as well as best practice/expectations as regards reporting and escalation
  • An opportunity to seek practical advice from our experts


Target audience

This course is designed for new aspiring directors (executive and non-executive), as well as board members representing employees, senior managers, conducting officers and other professionals interacting with boards who are looking to gain essential understanding of the role of a board and its directors.

Date & Time

03/10/2024 - 13:30
17:30

Venue

INNSiDE by Meliá Luxembourg

CPD hours

4.0 hours

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Member fee : 430.00€ (+ VAT 3%)

Non-member fee: 660.00€ (+ VAT 3%)

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Speakers

Philippe BRUCH

Head of PM Real Estate / Private Equity of CSFM S.A.

Forbes FENTON 

Conducting Officer - Internation Development

Daniela KLASEN-MARTIN

Board Member and Conducting Officer , CEO

Agenda and schedule

Venue

An address must be specified for a map to be embedded


INNSiDE by Meliá Luxembourg  
12 Rue Henri M. Schnadt
L-2530 Luxembourg

Contact the organiser
Institut Luxembourgeois des Administrateurs
certifications@ila.lu  | +352 26 49 58 5976