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Legal Zeidgeist is an investment funds law podcast series brought to you by Zeidler Group, the technology driven law firm revolutionising legal and regulatory compliance services for the asset management industry. Our team of lawyers, regulatory compliance, data and technology experts along with our industry partners will discuss the latest perspectives, best practices and leading insights to help investment firms and asset managers re-evaluate and revolutionise their current approach to inv ...
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ELTIF 2.0: What You Need to Know About the New RTS
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In this episode of the Legal Zeidgeist, Kate Horgan sits down with Peter Sherwood, an Associate Solicitor in Zeidler Legal Services LLP, to discuss the latest developments in European Long-Term Investment Funds (ELTIFs). Peter provides an insightful overview of the ELTIF 2.0 reforms and the newly introduced Regulatory Technical Standards (RTS). Pet…
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SFDR in Focus: Insights from Recent Assessment and Consultations
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In this episode of the Legal Zeidgeist, Kate Horgan is joined by Kwame Taylor, an Associate in Zeidler's ESG Legal Advisory Team, to explore the Sustainable Finance Disclosure Regulation (SFDR). They discuss the recent comprehensive assessment of the SFDR framework, unpacking key findings from the summary report of open and targeted consultations. …
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Global Fund Distribution & Regulation Compliance: Best Practices
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In this episode of the Legal Zeidgeist podcast, we explore the latest insights and best practices for fund distribution and compliance. Kate Horgan, Business Development Manager, sits down with Patricia Nitschke, Associate in Zeidler’s Legal Services Division, to discuss the most recent regulatory updates affecting fund distribution worldwide. Patr…
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In this episode of the Legal Zeidgeist podcast, the Overseas Fund Regime (OFR) takes centre stage. In this 2 part special, Kate Horgan is joined by Robert Boyle, Solicitor and Partner at Zeidler Legal Services LLP to dissect the key aspects of the OFR and its implications for fund marketing in the UK. In part 1 as the industry prepares, discover th…
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In this episode of the Legal Zeidgeist podcast, the Overseas Fund Regime (OFR) takes centre stage again. In this 2-part special, Kate Horgan is joined by Robert Boyle, Solicitor and Partner at Zeidler Legal Services LLP, to dissect the key aspects of the OFR and its implications for fund marketing in the UK. In Part 2, join us as we examine whether…
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AIFMD II: Insights, Considerations & Implications for Fund Managers
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25:43
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In this episode of the Legal Zeidgeist podcast, AIFMD II takes the centre stage. Kunal Grover, Head of Business Development is joined by Valentin Chantereau to dissect the key highlights of the amendments to AIFMD and what these updates hold for EU and non-EU AIFMs. As the industry braces for the new regime, discover the proactive steps fund manage…
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FCA's ESG Review: Fund Managers, Sustainability & Guiding Principles in ESG investments
4:41
4:41
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In this episode of the Legal Zeidgeist podcast, the focus is on the recent UK's Financial Conduct Authority (FCA) review examining how Authorised Fund Managers (AFMs) are embedding the Guiding Principles in ESG and sustainable investment funds. Kate Horgan, Business Development Manager is joined by Kwame Taylor, Associate, at Zeidler Group to unpac…
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Understanding Central Bank of Ireland's Individual Accountability Framework Guidance
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4:21
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In this brief but insightful episode of Legal Zeidgeist, we unpack the Central Bank of Ireland's recent final guidance on the Individual Accountability Framework. Kate Horgan, Business Development Manager, is joined by Daniel O'Leary, Associate, to unravel the Central Bank of Ireland's recent final guidance on the Individual Accountability Framewor…
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Navigating the Nexus: Decoding the US Regulatory Landscape
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In this episode of the Legal Zeidgeist podcast, the US regulatory landscape is unravelled. Kate Horgan, Business Development Manager at Zeidler Group, is joined by colleagues Madeline Gegg and Alex Mercer, Associates in Zeidler's Phoenix office to guide you g through the maze of Federal, State, and Self-Regulatory Organizations. Navigating the regu…
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Swiss Representative Insights: Expanding Foreign Investment in Switzerland for Global Funds
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7:39
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In this episode of the Legal Zeidgeist podcast, the focus is on Swiss Representative Services for foreign collective investment schemes. Kate Horgan, Business Development Manager is joined by Josef El Semari and Michael Meier Directors at Zeidler Group as they delve deep into the intricacies of the Swiss regulatory landscape. Josef and Michael unve…
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Raising assets in the EU for US and non-European Managers
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In this episode of the Legal Zeidgeist podcast, Kunal Grover, Head of Business Development is joined by Arne Zeidler, CEO and Founder of Zeidler Group to discuss how US and non-European managers can seamlessly navigate the perceived complexity of regulations and roadblocks and instead raise assets successfully in Europe. Arne details a roadmap of a…
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In this episode of the Legal Zeidgeist podcast, the focus is on a fund's marketing communications. Kunal Grover, Head of Business Development, is joined by Robert Boyle, Head of Legal Ireland to discuss the fast-approaching European Securities and Markets Authority (ESMA) marketing communication guidelines. With the guidelines coming into force on …
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In this Legal Zeidgeist episode, Associate Brigid Dolan is joined by Elisa Forletta-Fehrenberg, Head of ESG, to provide a brief but comprehensive analysis of what has been happening in the world of ESG in the UK right now. Elisa and Brigid discuss the recently published FCA guiding principles on ESG for investment funds, the UK Government's roadmap…
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In this Legal Zeidgeist episode, Head of Business Development Kunal Grover sits down with Thilo Zeidler, CFO and Product Owner to discuss transaction costs. As a former Head of a Trading Desk, Thilo has a detailed understanding of the various needs and challenges such as cost pressures and reporting compliance. With a wide range of methodologies av…
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Regulatory Compliance: Information interpretation for the entire organisation
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12:22
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In this Legal Zeidgeist episode, Legal Researcher, Sabir Musthafa, is joined by Senior Associate, Sarah Noville, to discuss how investment management firms can keep pace with regulatory change in multiple jurisdictions. Providing an overview of questions that compliance professionals should consider from the outset, Sarah outlines the advantages an…
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UCITS & PRIIPs KI(I)Ds – A never ending story….
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13:32
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The focus of this Legal Zeidgeist podcast episode is on K(I)IDs. Zeidler Group's Senior Associate Gemma Capelo sits down with Director, Martin Jones, to provide a succinct summary of the ever-changing landscape of the PRIIPs regulation including the latest updates on the proposed changes to the PRIIPs Regulatory Technical Standards (RTS). Martin an…
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ESG: Where are we now and where do we need to be?
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In this episode of the Legal Zeidgeist podcast episode, the regulatory spotlight is on ESG. Senior Associate, Jasminka Makovec, is joined by Head of ESG, Elisa Forletta-Fehrenberg, for a comprehensive and candid overview of the latest ESG updates and regulatory requirements. Elisa outlines the actions asset management firms need to take to be ready…
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In this episode of the Legal Zeidgeist podcast, Max Harper, Chief Delivery Officer, is joined by Valentin Chantereau, Head of Legal Paris, to discuss the many opportunities in the French market for asset management firms. Valentin also provides a synopsis of his career to date and how Zeidler's Paris office can add additional value for clients.…
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Cross-Border Distribution Directive: The new pre-marketing regime
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12:36
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In this episode of the Legal Zeidgeist podcast, the focus is on the upcoming Cross-Border Distribution Directive's new framework that will introduce uniform European rules regulating the pre-marketing of alternative investment funds (AIFs). Zeidler Associate, Peter Sherwood, joins Sarah Noville to provide an overview of what is defined by pre-marke…
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ESG: regulations, reporting disclosures and regulatory roadmap
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In this episode of the Legal Zeidgeist podcast, the spotlight is on ESG related regulations and reporting disclosures. In part 2 of our ESG spotlight special, Zeidler's Senior Associate, Jasminka Makovec and Head of ESG, Elisa Forletta-Fehrenberg, provide an overview of SFDR and discuss the regulatory pipeline firms need to be aware of within the n…
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ESG: The rise of sustainability in the investment management industry
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In this episode of the Legal Zeidgeist podcast, the spotlight is on sustainable investing and the rise of ESG and ESG disclosure reporting within the investment management industry. In part 1 of our ESG spotlight special, Zeidler's Head of ESG, Elisa Forletta-Fehrenberg, provides a concise overview of ESG and contextualizes its rise within the fina…
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In this episode of the Legal Zeidgeist podcast, we examine the role of notarisation agent services in Germany. Zeidler's Chief Delivery Officer, Max Harper, and Notarisation Officer, Enes Soylu, discuss why and when firms may need a notary agent in Germany, how Zeidler can assist and share their amusing and unexpected anecdotes from their experienc…
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Company Secretary: The secret sauce of fund governance
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In this episode of the Legal Zeidgeist podcast, Zeidler’s legal experts look at the behind-the-scenes operations of a fund. Associate, Daniel O'Leary, and Senior Associate, Jasminka Makovec, discuss the role and responsibility of a company secretary, why firms may outsource this task and the best practices a company secretary should always consider…
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Cross-Border Distribution Directive: the good, the bad, and the UCITS
8:29
8:29
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In this episode of the Legal Zeidgeist podcast, the focus is on the upcoming cross-border distribution directive's impact on UCITS. The upcoming cross-border directive and regulation will be effective from 2 August 2021. As the countdown to the implementation date continues to draw nearer, Senior Associates, Katrina Crampton, and Sarah Noville, dis…
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The post Brexit impact on the investment industry
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11:14
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In this episode of the Legal Zeidgeist podcast, Kunal Grover, Zeidler's Director of Business Development is joined by Robert Boyle, Head of Legal Ireland to discuss the ongoing post Brexit challenges the investment industry is facing. Examining the different approaches and solutions asset management firms took to prepare for Brexit, Robert and Kuna…
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National Private Placement Regimes (NPPR)
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12:40
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In this episode of the Legal Zeidgeist podcast, Aoife Maguire, Head of Fund Registration at Zeidler Group is joined by Robert Boyle, Head of Dublin Office, to provide a comprehensive overview of National Private Placement Regimes (NPPR). Discussing when investment firms may use these regimes, Aoife and Robert share their legal and regulatory insigh…
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In this episode of the Legal Zeidgeist podcast, Zeidler's Kunal Grover, Business Development Director is joined by Arne Zeidler, Founder and Managing Directive of Zeidler Group, to discuss the upcoming Cross-Border Distribution Directive. With the new legal framework for cross-border distribution live from 2 August 2021, Kunal and Arne provide an o…
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In this episode of the Legal Zeidgeist podcast, Zeidler Group’s Chief Delivery Officer, Max Harper is joined by Founder and Managing Director of Zeidler Group, Arne Zeidler, to explore the evolution of Zeidler Group. Max and Arne discuss Zeidler Group's mission to revolutionise legal and regulatory compliance services for asset management industry …
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In this episode of the Legal Zeidgeist podcast, Kunal Grover, Business Development Director at Zeidler Group is joined by Zeidler Group's, Head of Product- Data Solutions, Martin Jones to look back and review the annual KIID refresh. Kunal and Martin discuss the impact of SFDR requirements and how asset management firms can best prepare for the nex…
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Digital Innovation for legal and compliance: buzzwords versus best practices
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11:25
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In the first episode of the Legal Zeidgeist podcast, Kunal Grover, Director, Head of Business Development at Zeidler Group is joined by CEO and Founder of Zeidler Group, Arne Zeidler to discuss digital innovation within the asset management industry. Kunal and Arne examine how far asset management firms have digitalized their legal and compliance d…
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