“Fund Terms,” SRZ London Investment Management Hot Topics, May 2023
“Next Generation Managers 10 Years On — Hindsights and Forecasts,” Alternative Investment Management Association Next Generation Manager Forum, May 2023
“Navigating the Surge of SEC Examinations in the UK: Implications for Your Business,” Optima Partners Client Breakfast, April 2023
“Marketing Alternative Investment Funds,” SRZ Webinar, May 2020
“Where To start? Creating a Fund in 2020,” HFM European Emerging Managers Summit 2020, Bagshot, UK, February 2020
“Investor Trends,” SRZ London Investment Management Hot Topics, June 2019
SRZ Breakfast Briefing: Marketing Materials: Preparation and Distribution, London, June 2019
“Seeding Panel,” Bloomberg Hedge Fund Start-up Conference, March 2019
“Implementing ESG in a Hedge Fund Construct” and “Marketing: Compliance Pitfalls,” UBS Hedge Fund COO Conference, October 2018
“Getting to Grips with Succession Planning and ‘Future-Proofing’ Your Business,” HFM European Operational Leaders and Legal Summit, September 2018
“Co-Investment Vehicles,” SRZ London Investment Management Hot Topics, July 2018
Maples and Calder Investment Funds Forum, 8-10 Feb. 2018
“Trends in EU Regulation,” SRZ 27th Annual Private Investment Funds Seminar, New York, January 2018
“Introduction,” and Moderator, “A Market Perspective,” SRZ London Investment Management Hot Topics, 8 March 2017
“Section 871(m): U.S. Withholding on Deemed Dividends,” SRZ Webinar, 29 Nov. 2016
“Trade Errors — Who Is At Risk?,” Willis Towers Watson and HighWater Seminar, 14 Nov. 2016
“Evolution of a Management Company,” SRZ London Investment Management Hot Topics, 16 March 2016
Maples and Calder Investment Funds Forum, 25-27 Feb. 2016
Credit Suisse Seeding & Strategic Partnership Luncheon, 10 Dec. 2015
“U.S. Firms’ Marketing Rules, UCITS, Fund Structures, AIFMD and MiFID II,” JP Morgan Capital Introduction Group Manager Education Series – Marketing 3.0, 17 Nov. 2015
“Regulatory Landscape — Regulations Impacting You,” JP Morgan The COO of Tomorrow — Hedge Fund Operational Leadership Forum, 16 Sept. 2015
“Unchartered Territory: The Legal Professional’s Role in Mapping the Future of Their Firm,” HFMWeek Operational & Legal Summits, 14-16 Sept. 2015
“Current Issues for Managers,” SRZ London Investment Management Hot Topics, 11 March 2015
“Legal and Compliance Panel,” Goldman Sachs Fifth Annual European Hedge Fund Leadership Conference, 8-10 March 2015
“Legal — Getting It Right From the Start,” Bloomberg Hedge Fund Start-Up Conference, 5 March 2015
“European Case Study,” Maples and Calder Investment Funds Forum, 5-7 Feb. 2015
“Legal View: Dealing with the Past, Living with the Present and Looking Ahead to the Future,” HFMWeek European Operational Leaders Summit, 15-17 Sept. 2014
“Fundraising in the Current Regulatory Environment,” JP Morgan Manager Education Series — Marketing 2.0, 26 June 2014
“Management Company Structuring and Operations,” SRZ London Investment Management Hot Topics, 12 March 2014
“Legal and Regulatory Update,” Goldman Sachs Fourth Annual European Hedge Fund Leadership Conference, 12 Feb. 2014
“Planning Pays — Remuneration, Taxation, Regulation,” Deutsche Bank Breakfast Private Round Table, 16 Jan. 2014
“AIFM Directive for EU Private Fund Managers: Remuneration Rules,” SRZ AIFM Directive Update: Requirements for Private Fund Managers Webinar Series, 12 Nov. 2013
“AIFM Directive Marketing Rules for US, EU and Non-EU AIFMs,” SRZ AIFM Directive Update: Requirements for Private Fund Managers Webinar Series, 22 Oct. 2013
“Underpaid and Over There: Raising Assets in the US,” HFMWeek European Operational Leaders Summit, 16-18 Sept. 2013
“AIFMD for EU Private Fund Managers: Marketing in the EU,” SRZ AIFM Directive: Requirements for Private Fund Managers Webinar Series, 19 March 2013
“Capital Raising in 2013,” SRZ London Investment Management Hot Topics, 14 March 2013
“AIFMD for EU Private Fund Managers: General Requirements,” SRZ AIFM Directive: Requirements for Private Fund Managers Webinar Series, 13 March 2013
“Legal and Regulatory Update,” Goldman Sachs Third Annual European Hedge Fund Leadership Conference, 6 Feb. 2013
“Marketing in Europe: AIFM and Beyond,” SRZ 22nd Annual Private Investment Funds Seminar, 15 Jan. 2013
“What Hedge Fund Managers Need to Know About the JOBS Act,” AIMA JOBS Act Seminar, 18 Sept. 2012
“Safety in Numbers: Change, Consolidation and M&A in the Hedge Fund Space,” HFMWeek Legal Summit, 11-12 Sept. 2012
“Bottom Line — Fund Terms, Managing Fees and Expenses,” Deutsche Bank Global Prime Finance European Hedge Fund Symposium, 24 May 2012
AIMA Half Yearly Meeting, 21 May 2012
“Current Terms: Hedge Funds,” International Bar Association 13th Annual International Conference on Private Investment Funds, 11 March 2012
“Institutional Investors and Operational Issues,” SRZ London Investment Management Hot Topics, 28 Feb. 2012
“US Regulatory Update,” Maples and Calder Investment Funds Forum, 10 Feb. 2012
“Relationships With Institutional Investors,” SRZ 21st Annual Private Investment Funds Seminar, 18 Jan. 2012
“Dodd Frank and the SEC Supervision of UK-based Firms Panel,” ACA Compliance Regulatory Horizon 2012, 13 Oct. 2011
“The Evolving Shape of Management Business and Funds,” HFMWeek Legal Summit, 20 Sept. 2011
“Regulation Update,” Goldman Sachs Client Webcast, 7 July 2011
“Blurring the Lines – The Continuing Convergence Between Traditional and Alternative Investment Funds,” Irish Funds Industry Association’s Annual Global Investment Funds Conference, 2 June 2011
“Regulatory Changes,” Bank of America Merrill Lynch COO Roundtable, 24 May 2011
“US Regulatory Issues for Non-US Managers,” SRZ Audio Conference Series, 20 April 2011
Stanford Resourcing Limited Hedge Fund Breakfast Forum, 19 April 2011, London
“Legal and Regulatory Developments,” Goldman Sachs European Hedge Fund Leadership Conference, 30 March 2011
“The European Perspective, Landscape and Market,” Maples and Calder Investment Funds Forum, 10 Feb. 2011
“What are the Major Differences Between the EU and US with Regards to Regulatory Policy?” Funds Summit, 24 Nov. 2010
"Dodd-Frank for Non-US Managers," Goldman Sachs Client Event, 28 Sept. 2010
"Global Regulatory Developments," AIMA Annual Conference, AGM and 20th Anniversary Celebration, 23 Sept. 2010
"Global Regulatory Environment," Credit Suisse Hedge Fund Leadership Conference, 21 Sept. 2010
"International Regulatory Update," HFMWeek Legal Summit, 14 Sept. 2010
“SEC Registration for Non-US Managers,” Goldman Sachs Client Event, 7 Sept. 2010
“Impact on Non-US Managers of the Financial Reform Bill,” Goldman Sachs Client Webcast, 2 July 2010
“Regulation & Compliance Priorities for 2010,” IBC 9th Annual Hedge Fund Operations Conference, 8 June 2010
“The EU Alternative Investment Fund Managers Directive: What Now?,” SRZ Audio Conference Series, 27 May 2010
“Accessing Complementary Distribution Channels for Alternative Investment Fund Managers Via UCITS,” Distribution of Alternative Funds Outside the United States, Carne Group/SRZ/Morgan Stanley Seminar, 18 March 2010
“Current Terms: Hedge Funds,” IBA 11th Annual Private Investment Funds Conference, 8 March 2010
“New Legislative and Regulatory Initiatives,” SRZ 19th Annual Private Investment Funds Seminar, 14 Jan. 2010
“EU Directive and Proposed SEC Registration,” Hedge Fund Leaders Conference, 1 Dec. 2009
“Alternative Investments in the Regulatory Spotlight,” ALFI European Alternative Investment Funds, 24 Nov. 2009
“US Regulatory Developments for UK, European and Other Non-US Investment Managers,” SRZ Audio Conference Series, 20 Oct. 2009
“Comparing US and UK Regulatory,” FINRA US Securities Regulation Course, 14 Oct. 2009
“European Union Draft Directive on Alternative Investment Fund Managers — What US Managers Need to Know,” Bank of America Merrill Lynch Seminar, 17 Sept. 2009
“EC Draft Directive on Alternative Investment Fund Managers — What You Need To Know, What You Need To Do,” Bank of America Merrill Lynch Seminar, 22 July 2009
“Accessing Complementary Distribution Channels Via Regulated Products Including UCITS for Alternative Managers,” Building a Sustainable Asset Management Business, Carne Group/SRZ/Morgan Stanley Seminar, 3 June 2009
“What Managers Need to Know About the New European Directive,” SRZ Audio Conference Series, 8 May 2009
“Publicly Offered Hedge Funds in Europe — New Possibilities for UCITS Products,” SRZ Audio Conference Series, 17 March 2009
