Get ready for the Changes under AIFMD2. Join our practical 1 day virtual course conducted by senior market expert to learn about they key components of AIFMD 2 and how to best prepare for the upcoming changes.
The Alternative Investment Fund Managers Directive (AIFMD) has been a cornerstone of EU financial regulation since its implementation in 2013, establishing a harmonised framework for the management and marketing of alternative investment funds (AIFs). With the advent of AIFMD 2, coming in April 2026, the EU has introduced significant amendments to address gaps, enhance investor protection, and align the regime with evolving market practices.
This workshop provides a comprehensive deep dive into AIFMD 2, equipping asset managers, private bankers, and hedge fund professionals with the knowledge to navigate the revised regulatory landscape.
Key updates build upon a decade of AIFMD implementation, including stricter rules on delegation, enhanced liquidity risk management, and more granular reporting requirements.
Firms must now reassess their operational models, particularly in areas like loan origination, depositaries, and cross-border marketing, to ensure compliance. The session will also explore the directive’s interplay with other regulations, such as the Sustainable Finance Disclosure Regulation (SFDR) and MiFID II, ensuring a holistic understanding of the compliance burden. Whether you are a compliance officer, portfolio manager, or risk specialist, this workshop will clarify the directive’s implications and prepare your organization for seamless adaptation.
The Alternative Investment Fund Managers Directive (AIFMD) has been a cornerstone of EU financial regulation since its implementation in 2013, establishing a harmonised framework for the management and marketing of alternative investment funds (AIFs). With the advent of AIFMD 2, coming in April 2026, the EU has introduced significant amendments to address gaps, enhance investor protection, and align the regime with evolving market practices.
This workshop provides a comprehensive deep dive into AIFMD 2, equipping asset managers, private bankers, and hedge fund professionals with the knowledge to navigate the revised regulatory landscape.
Key updates build upon a decade of AIFMD implementation, including stricter rules on delegation, enhanced liquidity risk management, and more granular reporting requirements.
Firms must now reassess their operational models, particularly in areas like loan origination, depositaries, and cross-border marketing, to ensure compliance. The session will also explore the directive’s interplay with other regulations, such as the Sustainable Finance Disclosure Regulation (SFDR) and MiFID II, ensuring a holistic understanding of the compliance burden. Whether you are a compliance officer, portfolio manager, or risk specialist, this workshop will clarify the directive’s implications and prepare your organization for seamless adaptation.
Course Content
Background and ScopeAIFMD and AIFMD 2 ConceptsKey AIFMD 2 ChangesConsiderations for Market PractitionersReporting and Delegation ArrangementsSystems & ControlsHorizon Scanning & Next Steps
Recap of AIFMD 1: Key provisions and shortcomings
Definition of AIFs and AIFMs under the revised framework
Stricter delegation and substance requirements
Operational impacts on fund structuring and distribution
Revised Annex IV reporting requirements
Strengthening risk management frameworks
Expected timelines for national transposition
Speaker
The trainer is an industry advisor and regulatory expert with over 20 years of experience in investment banking, asset management regulations and Regulatory Technology (RegTech). He is an industry expert in Financial Regulation and covers all the key banking and finance regulations across US, EMEA and APAC including MIFID II, EMIR, CASS, AIFMD, UCITS, SFTR, IFR/IFD, Dodd Frank, FINMA (SIX), HKMA MAS and SFC, IBOR Transitions, SMCR, and ESG Regulations such as SFDR.He combines experience in strategic regulatory technology with processes and platform management incorporating risk and governance policies.
His recent key engagements include banks such as HSBC, Deutsche Bank, JP Morgan and Barclays and buy side firms such as T. Rowe Price, Ruffer, M&G and Investec Asset Management, to name a few. He is also a member and advisor of industry association committees for regulatory consultations with bodies such as ESMA, FCA, PRA/Bank of England and SEC.
