AREF/IPF Event: Exploring the Future of Long-Term Asset Funds (LTAFs)

We are delighted to invite members of both AREF and IPF to join us for a breakfast seminar, exploring the latest developments for Long-Term Asset Funds (LTAFs).

The event will include:

• An FCA update from Mhairi Jackson, Asset Management Policy Manager at the FCA.
• An update on standard documentation & practical insights
• A panel discussion on the state of the market for LTAF fund-raising and investment.

Speakers:

• Moderator: John Forbes, John Forbes Consulting
• Speaker: Mhairi Jackson, Asset Management Policy Manager, Financial Conduct Authority
• Panellist: Christy Lindsay, Head of Sales and Head of Private Markets Distribution Legal & General Investment Management (LGIM)
• Panellist: James Lowe, Director, Private Markets, UK Wealth, Schroders
• Panellist: James Monk, Investment Director, Fidelity

Date:

Tuesday 11th February 2025

Timing:

08:30am – networking and coffee & breakfast
09:00am – session starts
10:30am – session finishes. 

Venue:

PwC Offices
7 More London Riverside
London
SE1 2RT

Cost:

• AREF Members: This event is FREE and open to all staff from AREF Fund, Affiliate, Associate and Investor member firms (view our list of members here). 
• Trial Members:  Non-members are welcome to join this event for a fee of £100+VAT.  Please email us at [email protected] if you wish to register.

To Book:

AREF members should click here or the blue button below and log-in to book.

IPF members should book through the IPF website.

Speaker Biographies:

John Forbes

Independent Consultant, John Forbes Consulting

John Forbes is an independent consultant advising real estate investment managers, investors and others in the real estate industry in the rapidly changing areas of product development, governance and regulatory matters for real estate funds.  He has advised on the restructuring of high profile open and closed-ended real estate funds in the UK and elsewhere in Europe, as well as the establishment of new funds. He has advised service providers to the real estate investment management industry on the strategic implications of regulatory and other changes.  Prior to setting up John Forbes Consulting LLP in 2013, he spent over twenty-five years with PwC, where he led the firm's Real Estate Industry Practice in Europe, the Middle-East and Africa across all of the firm's services to the real estate industry.

John is the chairman of the Independent Supervisory Board of the UBS Triton Property Fund, independent chair of the Urban Splash Residential Fund and non executive chairman of Ginkgo Advisor UK Limited.

Read more

Mhairi Jackson

Manager, Funds and Asset Management Policy, FCA

Mhairi Jackson manages the UK’s Funds and Asset Management policy area, where she is responsible for setting and overseeing the policy direction for the UK asset management sector, including UCITS, AIFMD and the overseas fund regime.  She has overseen the development of the UK’s new fund authorised fund structure, the Long Term Asset Fund, and has worked closely with the Bank of England in reviewing fund liquidity requirements.
 
Mhairi represented the UK at ESMA and currently Chairs IOSCO’s Committee for Intermediaries, and represents the UK at IOSCO on fund issues. Prior to this, Mhairi reformed the UK retail derivatives market and was responsible for the implementation of areas of MiFID II.
 
Mhairi has extensive regulatory and risk experience of the asset management sector, having lead the FCA fund supervision team, and worked in Advisory Compliance at State Street Global Advisors and Operational Risk at Man Group.

Read more

^{With special thanks to PwC for hosting this event.}