Financial Advice and Funds - August 2022

Event Details

Free


Date and Time

Tue, 23 August 2022

12:00 - 13:00


Location

Online via Zoom- Link will only be available in IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event Details

Free


Date and Time

Tue, 23 August 2022

12:00 - 13:00


Location

Online via Zoom- Link will only be available in IOB Learn

From your desktop

  • Login to IOB Learn
  • Under 'Quick Links' click on 'Events' on the left hand side
  • Click on 'My Upcoming Events' then on the Zoom Details

From IOB Learn App

  • Click on the middle icon at the bottom of the screen (looks like a compass dial)
  • Scroll down to Content Channels, under this is 'Events', click on 'Events'
  • Scroll down to 'My Upcoming Events'
  • Click on the event then click on Register to access the Zoom details.
Event details
+

During this event you will learn the following about funds:

• The makeup of funds

• The rules around funds and what can be in them

• Regulations such as SFDR

• How funds are regulated - UCITS and AIFs

• Risk profile

• How ESG fits in with new and old funds.

This is a repeat of the live event from May 2022. If you attend for a second time, you will not be awarded the CPD hours for a second time.

There is 1 CPD hour available for the following designations:

  • APA - Savings and Investments

  • QFA

  • Registered Strockbrokers

  • LCI

  • Accredited Fund Professionals

Karoline Keane

Head of Product Development and Management - Mediolanum

Karoline Keane is Head of Product Development and Management for Mediolanum Irish Operations (“MIO”) covering both funds and insurance.

MIO has assets of over €58bn and offers tailored investment solutions for our financial advisory networks in Europe. Karoline has extensive background in developing products and bespoke solutions across all asset classes and for retail and institutional clients.

Prior to Mediolanum, Karoline worked at Man Group plc, Citibank Europe plc and The Children’s Investment Fund. Karoline is also a Lecturer for the Institute of Bankers for Legal and Regulatory Aspects of Applied Alternative Investments. She is an active member of various industry groups and was former Chair of the AIMA Ireland Steering Group.

Karoline is also a member of the Steering Committee for the Dublin Chapter of 100 Women in Finance.

Karoline Keane