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[CANCELLED] Benefits of Outsourcing and Recent Trends Event Code: 190718S-CEX
Date 18-Jul-2019
Time 7:00 p.m. - 8:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Jamie Beveridge
Alternative Sales
State Street
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 0 RBV CPD hour(s)
Remarks CFA Societies Global Passport Program Eligible 
- Snacks and soft drinks will be provided.
- Only Visa and Master Card are accepted for online payment.
- An additional administrative charge of HK$50 will be charged for participant who registers on the event day, please send email to for registration, then a payment link will be sent to you. 
HK$50 walk-in surcharge is imposed on all fees listed.
- To cope with the growing trend of going cashless, 
cash payment is not accepted.  Please ensure the online payment is successfully completed, otherwise the registration may not be processed.

Event Details
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As the demand of fund managers in the alternative space have become heavier from a regulatory and compliance perspective, the role of independent fund administrators have become more important as three key trends continue.

We are glad to have the presence of Mr. Jamie Beveridge, Alternative Sales of State Street, to discuss on the following topics with our audicne:

Political and regulatory developments prompting more managers to establish fund structures in jurisdictions with high standards of regulation and compliance 

Growth in the adoption of technology platforms to cope with better data integration linking underlying investments, managers, administrators and investors

An increased need for managers to outsource fund administration to focus on their core competences of managing investments

About the Speaker

Mr. Jamie Beveridge
Alternative Sales
State Street

Mr. Jamie Beveridge works in the sales sector solutions team primarily working with products from State Street’s Alternative Investment Solutions Division. First joining in 2016, from 2016 to 2018, Jamie supported middle office clients, new business implementation and exotic OTC projects. In 2018, Jamie was transitioned into the sales team specialising selling AIS Hedge Fund and Private Equity Services in Asia. During the past 3 years, the business has grown significantly and AIS is now market share leader for the Asia-Pacific region. 

Rating - General
Material presented will be basic and of interest to a general audience having no background in the area. 

CFA Societies Global Passport Program

HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-HKSFA CFA Institute societies qualify to attend this event at HKSFA member rates.  Please contact HKSFA at to register.  

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