We are pleased to invite you to join the Confluence team, along with industry experts, for an afternoon filled with content and insights from the best in the business!
You'll come away with:
- Insights into the latest and upcoming shareholder disclosure developments worldwide
- How to address regulatory change and operational challenges for your investments in North America, Europe, and globally
- Action steps to streamline your compliance and operational workflow, limit risk, and reduce costs
Agenda
14:30 – Check-in
15:00 – Introduction and overview of Confluence
15:15 – The challenge of shareholder disclosure
- Keeping up with regulation worldwide
- Automating your workflow
15:30 – Global shareholder disclosure trends
- Introduction
- Panel session in conjunction with regulatory experts aosphere, with topics to include:
- Recent fines
- Notification deadlines and digital initiatives
- Cash-settled positions
- Short selling developments
- Shareholder disclosure in the UK
- Non-EU regimes align with the EU
- USA developments (short selling, swaps, 13D/G filings)
- Shareholder activism
17:00 – Cocktails and Appetizers