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Description

Effective Due Diligence 2019

, London

This INREV course will address current issues and changes in the due diligence process for non-listed investments in the context of today’s markets.

Investors and fund managers face changing priorities in the due diligence process with governance, risk management, portfolio management, operational issues and compliance gaining strong attention.

This course will examine the latest due diligence issues and outline how to manage business, legal and operational due diligence efficiently.

The course will begin with an investor’s view of current issues, followed by a session on performing fund manager due diligence, and will also include a fund manager’s view on how to adapt to changing needs of investors during the due diligence process. 

The course will be a mix of presentations, discussions and case studies from experienced market players.

The course will cover the following topics:

  • The latest developments in the due diligence process and their implications for investors and fund managers;
  • Identifying key risks in the process of the due diligence of the fund manager and fund;
  • How to manage business, legal, and operational due diligence efficiently;
  • Overview of the INREV Due Diligence Questionnaire new structure

The course will be given by leading industry experts with an emphasis on group discussions and a case study to allow participants to share their views.

Who should attend the course?

The course is aimed at experienced professionals with several years of practice within the non-listed real estate investment industry. This could be institutional investors who wish to improve their knowledge of the due diligence process, understand the practical applications and those fund managers  who want to gain a better understanding of what investors are currently looking at during their fund selection.

The course is suitable for middle to senior management at a fund level and/or Portfolio Managers at an investor level. The course is open to INREV members and non-members.

Upon completion of the seminar participants will be able to:

  • Comprehend and have a good overview of efficient due diligence practice in the non-listed real estate industry;
  • Understand current issues, including key elements of legal and regulatory implications and their impact on the due diligence process;
  • Identify and understand the different risk items in the due diligence process in current markets and be able to propose solutions for these issues;
  • Understand perspectives on portfolio management and operational due diligence.

This course is open to members and non-members and it counts towards the INREV/ Henley Certificate for non-listed real estate investments.

Where

Where

London, United Kingdom

  • UBS Global Asset Management
  • 5 Broadgate
  • EC2M 2QS

Programme

Fees & Terms

Fees

One day course for INREV members (€ 750)

Terms and conditions

Non Member fee: 850 Euro

General

1.1. INREV Training Courses are open to Representatives and other interested individuals, not being Representatives (Non-Representatives).

1.2. For Representatives, the Membership Terms and Conditions fully apply to INREV Training Courses. In the event of any conflict or inconsistency between any provisions of these Training Courses Terms and Conditions and the Membership Terms and Conditions, first the Training Course Terms and Conditions and then the Membership Terms and Conditions shall prevail.

1.3. Representatives and Non-Representatives will hereinafter together be referred to as “Applicants”.

1.4. The costs of attending an INREV Training Course (Attendance Fee) will be communicated to Applicants at the time of registration at the latest.

1.5. Admission to any INREV Training Course is subject to registration and subsequent written confirmation of that registration by INREV. If you are a Representative and the Member you represent has not yet paid their annual INREV membership fee, INREV will not confirm registration of any of their Representatives until payment is made If an Applicant personally has any outstanding invoices with INREV, INREV will not confirm registration for INREV Training Courses until full payment of all outstanding invoices is made.

1.6. All personal data provided to INREV by Applicants, during the application process or afterwards, including their biographies, will be processed in accordance with the Privacy Statement of INREV, which can be found on the INREV website. Biographies of Applicants, and the personal data they may contain, will only be shared with other Applicants as part of the course documentation of an INREV Training Course, with prior consent of the Applicant,

1.7. By registering for an INREV Training, attendees accept and acknowledge that images may be taken of them during the INREV Training and give INREV express permission to use these images for reproduction. Only in the event that such an image depicts a close up of a particular attendee or a small group of attendees, INREV shall seek additional permission for the use of such an image.

Cancellation and no-show policy

2.1. When registering for an INREV Training Course, INREV will inform Representatives of the applicable attendance fee. Attendance Fees may differ for Representatives and Non-Representatives.

2.2. There is no charge for cancellation until attendance of the INREV Training Course is confirmed by INREV. Any Attendance Fees paid to INREV before confirmation will be fully restituted.

2.3. Full attendance fee is due as soon as INREV confirms an Applicants registration, , Any Attendance Fees already paid to INREV will not be refunded.

2.4. As a Representative, if you register and your registration is confirmed by INREV, but you do not attend an INREV Training Course (no-show), the full Attendance Fee is due, unless you are replaced with another Representative. As a Non-Representative, if you register and your registration is confirmed by INREV, but do not attend an INREV Training Course (no-show), you will be charged with the full Attendance Fee to cover the costs that INREV will incur. Any Attendance Fees already paid to INREV will not be refunded. As a Non-Representative, and only if full payment is made in time, you are also allowed to have someone else participate in your place.

Miscellaneous

3.1 If any provision (or part of a provision) of these Training Courses Terms and Conditions is found by any court or administrative body of competent jurisdiction to be invalid, unenforceable or illegal, the other provisions shall remain in force.

3.2 If any invalid, unenforceable or illegal provision would be valid, enforceable or legal if some part of it were deleted, the provision shall apply with whatever modification is necessary to give effect to the commercial intention of the parties.

3.3 These Training Courses Terms and Conditions are governed by the laws of the Netherlands.

3.4 The competent court in Amsterdam, the Netherlands, shall have jurisdiction to settle any dispute in connection with Training Course provide by INREV and/or these Training Courses Terms and Conditions, without prejudice to the right of appeal and that of appeal to the Supreme Court.

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