Bloomberg invites you to join our first annual Fund Industry Risk, Regulatory and Valuations Forum 2019 in Cyprus.

This exclusive event will feature our keynote speaker Mr Angelos Gregoriades, Chairman of the Cyprus Investment Fund Association who will speak about the 2019 outlook for the Fund Industry in Cyprus. This will be followed by an overview on how to utilise Bloomberg Data to meet various challenges the industry is facing.

The forum will conclude with a panel discussion about AIFs, UCITS, Wealth Management, cross border distribution and the latest developments of the Fund and Asset Management Sector in Cyprus.



08:30 – 09:00

Coffee and Registration

09:00 – 09:15

Welcome address

Mr Angelos Gregoriades, Chairman of the Cyprus Investment Fund Association
Mr. Michalis P. Michael Chairman of Invest Cyprus

09:15 – 09:30

Bloomberg Case Study – Reference Data and Sanctions Screening

Cem Guler, Enterprise Solutions Specialist, Bloomberg LP

Overview on Bloomberg’s Enterprise Data Solutions available to source your end of day, real time and sanctions data requirements

09:30 – 10:15

Liquidity & Valuations

Chris Fonte, EMEA Head of Risk and Valuation Sales, Bloomberg LP

10:15 – 10:45

Coffee break

10:45 – 11:45

Regulatory Data, Derivatives Analytics and Valuations Overview

Darren Lawrence, Enterprise Data Specialist, Bloomberg LP

Overview to include
– Investor Protection & PRIIPS Daa – Product Complexity
– Solvency II
– Liquidity Coverage Ratio & NSFR Data (HQLA)
– IFRS 9 Data: SPPI/Impairment (ECL)/Hedge Accounting
– SIMM: Collateral Tagging – Initial Margin Eligibility
– IFRS 13 Fair Value Leveling Automation
– EU Benchmark Regulation Datasets & IBOR Replacement
– Tax Solutions: FATCA, 871-m, EMEA Stamp Duty Datasets
– MIFID II Transparency Data
– Brexit Contingency Regulatory Datasets
– Derivative Valuations: OTC Derivatives, Structured Products
– Bloomberg Implied Volatility Data: FX Pairs, Swaptions, Rates, Credit, Equity and Commodity

11:45 – 12:45

Panel Discussion on Key Opportunities and Challenges for the Fund Industry in Cyprus

This engaging panel discussion will discuss the latest developments of the Fund and Asset Management Sector in Cyprus, addressing AIFs, UCITS, Wealth Management, and cross border distribution. Topics we will address include:
– Managing Sanctions Compliance, AML and Investor Protection
– Valuations NAV Challenges
– The Challenges of meeting Local and International Tax reporting compliance on Financial Instruments
– Cyprus, Post MIFID II

Moderator: Georgios Georgiou, Bloomberg News
Panel speakers:
– Andreas Yiasemides: Vice-Chairman of CIFA, Partner and Head of Fund Services of PWC
– Antonis Rouvas: Chair of the AIF Committee of CIFA, Partner at KPMG
– Alexios Kartalis: General Manager of GMM Global Money Managers Ltd
– George W. Sams: Chief Executive Officer of Wealth Fund Services Ltd
– George Karatzias: Vice-Chair of Fund Admin & Custodians Committee CIFA, Senior Manager at Alter Domus
– Mr Konstantinos Xanthis: Head Wealth Management Operations at Eurobank Cyprus

12:45 – 13:00

Closing remarks

13:00 – 14:00

Networking Lunch

When & Where

14 May

Hilton Cyprus
98 Archbishop Makarios III Avenue