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The Fundamentals Training Series, sponsored by Aztec is designed to enhance the understanding of real estate funds through six focused sessions tailored to different aspects of fund management.
Second Session: "Introduction to Fund Regulation & Structures"
This second session of the series, "Introduction to Fund Regulation & Structures" will take place via webinar on Tuesday 8 July 2025. This session is exclusively for professionals working at AREF's Fund and Investor member firms and provides a foundational understanding of real estate fund management.
Session Overview:
This session will provide a comprehensive overview of the regulatory landscape and fund structures that are key to real estate fund management. This session is designed for professionals looking to deepen their understanding of the regulatory requirements that govern real estate funds, as well as the various fund structures that are commonly used in the industry.
Attendees will gain a clear understanding of the AIFMD (Alternative Investment Fund Managers Directive) and other regulatory frameworks that impact the operation of real estate funds, as well as the key considerations when selecting the appropriate fund structure. The session will cover a range of fund structures, including open-ended and closed-ended funds, joint ventures, club investments, and segregated mandates. We’ll also touch on how different structures align with investment strategies, tax implications, and regulatory requirements.
Key topics to be covered include:
✔ Overview of AIFMD and key regulatory considerations
✔ Fund structures: open-ended vs closed-ended, joint ventures, club investments, and segregated mandates
✔ The relationship between fund structures and investment strategies
✔ Regulatory reporting and compliance requirements
✔ Tax considerations in fund structuring
✔ The role of fund managers and their obligations
This session will be led by experts from the legal, regulatory, and fund management sectors, providing real-world insights into the regulatory frameworks and structural options available to real estate funds.
Who should attend?
The session is ideal for professionals new to the industry or those looking for a refresher, it’s particularly relevant for asset managers, investors, capital-raising professionals, and those in supporting roles. Attendees will walk away with a deeper understanding of how to navigate the regulatory environment.
Trainers:
This session will be led by:
- Will Lawrence, Partner, CMS
- Paul Dennis-Jones, Fund Manager, Waypoint Asset Management
Webinar Details:
Date: Tuesday 8 July 2025
Time: 09:15am – 10:15am
Cost: Free for AREF member firms
Cost & Booking:
This event is FREE and open to all staff from AREF Fund & Investor member firms only. We are sorry this is not open to Affiliate members* (view our list of members here).
Please note, this training session is NOT for Affiliate Members. It is for those working in Fund Management Houses and Investor Firms only.
Members can click here and log-in to book or click the blue button:
Trainer Biographies
Enquiries
Please email us at [email protected].