Mosaic NED - INEDs in Asset and Fund Management - ZISHI

Mosaic NED – INEDs in Asset and Fund Management

This course is designed for current Senior Executives or anyone with Executive experience who wants to utilise their skills and see if they are ready and willing to transition into the Non-Executive space within Asset & Fund Management.

CPD:

29 hours

Mosaic Ned ineds in asset and fund management

Course available in-house:

Yes

Price per person (Ex. VAT): £2,080 17 days

KEY OUTCOMES

Facilitated debate and discussion with industry expert guest speakers

Ability to join with like-minded individuals and creating ongoing dialogue and discussion

An accredited CPD Certificate to evidence attendance as part of any Fit & Proper requirements

First year Affiliate or Membership (dependent on eligibility) with the Chartered institute of Securities and Investment with joining fee waived

KEY BENEFITS

  • Corporate Governance
  • Fund legal structures and responsibilities
  • NED responsibilities in the SMCR
  • Product Governance and Customer Duty of care
  • ESG and Climate change agenda and NED challenge
  • ESG dashboards and NED involvement
  • Behavioural factors and Board dynamics
  • Assessment of Value Reports, including FCA findings together with practical case studies
  • Investment case studies – challenging of portfolio managers
  • NED role in change (Culture across the key committees) and Innovation – including new asset classes
  • Preparing for an FCA visit and interview

COURSE OVERVIEW

This CPD accredited programme was developed by Mosaic NED in response to the FCA Asset Management Market Study requirements introduced in 2019.

Designed to support and prepare prospective INEDs in Asset and Fund Management, it provides a knowledge tool kit for aspiring and newly appointed NEDs to help them add comprehensive value in the Boardroom.

With its focus on the current issues and developments in Asset and Fund Management, the course draws upon the expertise of SME speakers, allows debate and challenge from participants and active involvement in case study examples. For that reason we believe it is uniquely placed to provide delegates with a rounded knowledge of what they can expect, and how they can use their skills and experience for INED roles.

This programme will run over eight half days over a three week period. Alongside our Guest speakers will cover – the role as Chair and other key committees, the relationship with the Chair, personal and expert experience of applying for an INED roles and a CISI Integrity Matters activity.

You can find more details on the evolution of the Mosaic NED programme on their website, including how previous attendees found it invaluable.

Speakers

 

  • Julia Kirkland, Head of Regulatory Training & Leadership Development, ZISHI Cornerstone
  • Philippa Grocott, Head of Business Development, ZISHI Cornerstone
  • Jon Rebak, Founding Partner of Mosaic NED
  • Jim Winter, Regional Director CISI
  • Paul Craven, Advisor to Mosaic NED and public speaker on Behavioural Economics
  • Vivien Crayston, SME Consultant, ZISHI Cornerstone
  • Bernard Duffy, Senior Consultant for ZISHI on ESG/Climate Change
  • Simon Ellis, Mosaic NED Senior Adviser
  • Julia Fearn, Partner & Head of Financial Services Practice, Warren Partners
  • David Moffat, Senior Director SS&C
  • Nicola Ralston, PiRho Investment Consulting
  • Alistair Reid, Senior Independent NED

 

Workshop dates and times are:

 

DateTimeTopic
13th September9:30 – 13:15Regulatory Expectations of Non-Executive Directors and UK Fund legal structures
14th September9:00 – 13:15Corporate and Product Governance and integrity debate
15th September9:30 – 12:45Assessment of Value and FCA
21st September9:00 – 13:15ESG the NED role to challenge
22nd September9:30 – 13:15 Lessons from Behavioural Science
27th September9:30 – 13:15Assessment of Value Case Study and Developments in Asset Management
28th September9:30 – 13:00Investment portfolio case studies
29th September9:30 – 13.15NED Role Leading Change and Preparing for and FCA Visit

 

This course works well as an in-house event, contact us to discuss your needs on 0204 551 8568 or email info@thezishi.com

This course is designed for current Senior Executives or anyone with Executive experience who wants to utilise their skills and see if they are ready and willing to transition into the Non-Executive space within Asset & Fund Management.

CPD:

29 hours

Mosaic Ned ineds in asset and fund management

Course available in-house:

Yes

Price per person (Ex. VAT): £2,080 17 days

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