Intl. Fund & Asset Management Business Trainings

Transcription

1 Est (Version 5.0) Intl. und & Asset Business Trainings Legal / Compliance / Risk / Operations & Business Excellence for und & Asset Industry Professionals Strategic Business / und & AM Governance Operations / Administration Legal / Regulatory Product / Market Compliance / Risk und Custody Business

2 4 Level Training Program Legal / Compliance / Risk / Operations & Strategic Excellence for und & Asset Industry Professionals In partnership with: Level 1 Know the UNamentals Level 2 und Compliance & Operations Level 3 SAMO Swiss und & Asset Officer Level 3 Swiss Board Level irectors & Executives Programs Board Members, CEO Level 4 IAMO International und & Asset Officer Intro Basics / basic (Cert. Level ) I Intermediate Level II Advanced / Professional Level III 2 days, dt, fr. Zurich / Geneva Professional / Executive Managament Level IV 2 days, dt, fr. Prep SAMO Level III Level 3 Update Level 3 days, dt, fr. Legal / Compliance / Risk Operations / Product SAMO-Alumni 2 days, dt, fr. Zurich / Geneva Strategic Business L1 + L2 combined in Geneva 10 days, dt, fr. Zurich / Geneva **) Co-certified by: Luxembourg Brussels Paris London 8 days, engl. 2

3 4 Level Training Program und & Asset Officer 4 Level Program The Swiss and International und & Asset Officer Program is a 4-level Legal / Compliance / Risk / Operations & Strategic Training for und & Asset Industry Professionals. With the great number of participating leading business experts the course program provides intense exchange of knowledge and experience and brings together investment fund & asset management professionals and industry practitioners on four different levels: Level 1 Basic Level: Know the UNamentals Level 2 Intermediate Level: und Compliance & Operations Advanced / Professional Level: Swiss und & Asset Officer Level 3 Update Level: Swiss und & Asset Officer Swiss Board Level: irectors & Executives Training Level 4 Professional / Executive Level: International und & Asset Officer With a view to enhancing and deepening their understanding of the investment fund & asset management industry the und & Asset Officer Concept is committed to developing industry skills - the industry s first business wide 4-level educational standard for fund & asset management business specialists in Switzerland. On an operational and strategic management level business professionals learn, debate, discuss, analyze, reflect and deepen their business and administrative management skills based on 11 learning subjects and over 50 learning modules. 3

4 Supervisory Board Zurich Supervisory & Quality Board and Group of Experts Zurich 2015 / 2016 Beirat und Prüfungskommission Zürich 2015 / 2016 Chairman / Supervisory & Quality Board / Zurich: Hans rey, CEO, Swisscanto ondsleitung AG, Zurich (2015 / 2016) Chairman / Appeals Committee Zurich: r. Armin Kühne, Partner, Kellerhals Attorneys at law, Zurich Members / Supervisory & Quality Board / Zurich as per 2015/2016: Martin Büchel, Compliance Officer, isch Asset, Zurich Hans rey, CEO, Swisscanto ondsleitung AG, Zurich r. elix Horlacher, Leiter IfP, Vertreter IA, Zurich Martin Jufer, Member of the Group Board, Head Contin. Europe, GAM IM Ltd., Zurich Astrid Keller, Partner, KPMG AG, Zurich r. Armin Kühne, Partner, Kellerhals Anwälte, Zurich r. Rainer Landert, Gründer/Leiter und Academy AG, Zurich Thomas Schärer, Managing irector und CEO, Credit Suisse Asset unds AG, Zurich André Valente, Managing irector und CEO, UBS und AG, Basel Thomas Wiggli, Swisscanto ondsleitung AG, Zurich ieter Wirth, Partner, PwC, Zurich Raoul Würgler, ep. Head of Association of oreign Banks Switzerland, Zurich 4

5 Supervisory Board Geneva Supervisory & Quality Board and Group of Experts Geneva 2015/2016 Beirat und Prüfungskommission Genf 2015 / 2016 Chairman / Supervisory & Quality Board / Geneva: Jean-Sébastien Lassonde, Partner, PWC, Genève (2015/16) Chairman / Appeals Committee Geneva: Yvan Mermod, Partner, KPMG AG, Genève Lionel Aeschlimann, Membre Comité Exécutif, Associé-Gérant, Mirabaud & Cie Banquiers, Genève Philippe Bens, irecteur Général, CACEIS Switzerland), Nyon r. Rainer Landert, irector / founder, und Academy AG, Zürich Romain Marti, Senior Advisor, Pictet & Cie., Genève avid Martin, Managing irector, Head of Business Risk & Public Policy, Pictet Asset, Genève Yvan Mermod, Partner, KPMG AG, Genève Barbara Ofner, Partner, EY, Genève r. rançois Rayroux, Partner, Lenz & Staehelin, Genève Raoul Würgler, ep. Head of Association of oreign Banks Switzerland ABES, Zurich 5

6 aculty and Alumni Group of Industry participants und & Asset Officer Program 2015 (lecturers) und Academy s more than 120 faculty members are recognized business representatives, leading fund business experts of the national and international investment management industry, Supervisory Authorities, und Associations, Business Schools: among others: Arendt Regulatory Solutions, Association oforeign Banks Switzerland, BCV, Baloise und Invest, Bank Julius Baer, BNP Paribas, CACEIS, Credit Suisse, EKA, eloitte, EAMA, EY, BT, INMA (CH), MA (L), Gam, Gérifonds, IA, JMLP, JP Morgan, Kellerhals Anwälte, KGAST, KPMG, Lenz & Staehelin, LGT, Lombard Odier, Mirabaud, Picard Angst, Pictet unds, PwC, Raiffeisen, RBC, Sarasin, Schellenberg Wittmer, SAMA, SIX Swiss Exchange, State Street, Swisscanto, Tax Partners, UBP, UBS, Unigestion, Union Investment, Zürcher Kantonalbank. These experts with years of experience in all kind of disciplines within the value chain are a promise for comprehensive seminars and trainings with a highest degree of expertise, professionalism and international network. Business Networking & Alumni The forum riends-of-unds is the business network platform of the Swiss und & Asset Industry as well as the und Academy / Intl. und & Asset Business School Alumni Club established 2003 (more than 200 business events since in Zurich, Geneva and rankfurt). In this evening programs participants share in their experiences and enhance their personal business network. 6

7 Training Overview Language / trainings: Language / exams: E Level 4: IAMO International und & Asset Officer Legal, Compliance, Risk, Governance, Strategic und Academy (Luxembourg, Paris, London, Brussels) E Level 3 Swiss Board Level: irectors & Executives Training Legal, Compliance, Risk, Governance und Academy, Zurich / Geneva n/a n/a Level 3 Update Level: SAMO Alumni Legal, Compliance, Risk, Governance, Operations und Academy, Zurich / Geneva Level 3: SAMO Swiss und & Asset Officer Legal, Compliance, Risk, Governance, Operations und Academy, Zurich / Geneva Level 2: und Compliance & Operations Legal, Compliance, Operations Prep training SWISS UN & AM OICER; Zurich / Geneva Level 1: Know the UNamentals und Academy, Zurich / Geneva 7

8 About us und & Asset Officer Program 2015 The International und & Asset Business School (und Academy AG) is a broadly established and accredited Swiss Training Institute for investment fund and asset management business professionals. und Academy covers, educates and instructs more then 50 different learning modules in the context of the investment fund and asset management business (natl. / intl.) and the area of other collective and structured asset classes with two business lines: und Academy College College Platform for B2B Trainings and Exchange of Knowledge (4-Level-Program) und Academy Business B4B, tailor-made inhouse trainings and education, train the trainer, training support, assessment modules Clients, Attendees: Participants are business and custody banks, fund management companies, asset managers, fund reps, insurance companies, fund administrators, fund distribution channels, financial intermediaries, auditors, law firms, among others. In its more than 14 years history and experience und Academy trained in the very specific area of the Swiss investment funds and asset management industry more than business professionals a year on average. [ und Academy Ltd, est. march 2001 ] 8

9 International und & Asset Business School Zurich, Genève, Luxembourg und-academy Ltd. Sihlstrasse 99 CH-8001 Zürich Est.: 2001, by r. Rainer Landert, Zurich 9