The Funds Download

In this episode, our Partner Stéphane Karolczuk and Managing Director Danny Howell from FundSight explore the third-party AIFM model, its role in supporting non-EU asset managers, and the key challenges it solves. They discuss the AIFM’s core responsibilities in portfolio and risk management, the delegation versus advisory models, and fund sponsor preferences in Asia.The conversation also highlights the AIFMD Passport, and the steps to onboard an AIFM and launch a fund for EU distribution. A concise guide for managers navigating European fund structures and strategies.Stay tuned for our next episode, where we will explore parallel fund structuring from a fund sponsor’s perspective.Click here to subscribe to the Funds Download podcast. Choose your preferred platform from the list presented and click subscribe or follow once logged in.Visit the Funds Download podcast page to catch up on all the Funds Download episodes.If you’re considering establishing a fund in the Cayman Islands, Luxembourg, or the British Virgin Islands, visit our Funds Hub for guidance.

In this episode of the Funds Download, Head of our Luxembourg Funds & Asset Management team Vanessa Molloy and Counsel Pierre Luc-Wolff discuss Luxembourg’s new carried interest tax regime. They explain the two categories now available, contractual carry and participation carry, and explore who can benefit, including employees, partners, directors, and advisors.If you’re considering establishing a fund in Luxembourg, the Cayman Islands, or the British Virgin Islands, visit our Funds Hub for guidance: https://www.harneys.com/funds-hub/

In this first episode of our new podcast series, our Global Head of Financial Services, Maggie Kwok, and Partner Stéphane Karolczuk explore why managers targeting European investors avoid relying on reverse solicitation and instead turn to national private placement regimes (NPPRs) where available, or choose to establish an AIFMD compliant Luxembourg fund alongside their Cayman structure. For managers with a European background, or those with growing European ambitions, setting up a Luxembourg fund managed by a third‑party AIFM allows them to enjoy the best of both worlds: namely, (i) access to the AIFMD marketing passport for EU investors, and (ii) the ability to maintain their traditional Cayman fund for non‑EU investors without disrupting existing structures. This parallel Luxembourg–Cayman approach offers flexibility, regulatory certainty, and an efficient distribution strategy across jurisdictions.Stay tuned for our next episode, where we will take a deeper dive into selecting and appointing a third‑party AIFM for your Luxembourg fund and discuss the distribution, compliance, and marketing support they can provide.Click here to subscribe to the Funds Download podcast. Choose your preferred platform from the list presented and click subscribe or follow once logged in.Visit the Funds Download podcast page to catch up on all the Funds Download episodes.If you’re considering establishing a fund in the Cayman Islands, Luxembourg, or the British Virgin Islands, visit our Funds Hub for guidance.

In our final episode of The Funds Download season one, our host and the Global Head of Funds and Regulatory, Philip Graham, is joined by Partners Lewis Chong and Matt Taber, and Associate Marc Piano, our in-house crypto experts. They consider the most frequently asked questions encountered in their extensive experience with guiding emerging managers in this industry.

In the ninth episode of our Funds Download podcast series, our host and the global head of Funds and Regulatory, Philip Graham, is joined by Partner Matt Taber and Associate Marc Piano, to focus on how the FinTech evolution continues to provide a platform for serious innovation in the industry.

Host and the global head of Funds and Regulatory, Philip Graham is joined by Partner Lewis Chong and Associate Marc Piano, to discuss the hot topic of Cryptocurrency; how it has evolved, its recent resurgence and the essential role offshore jurisdictions play in supporting this dynamic industry.

In the seventh episode of our Funds Download podcast series, our host and the Global Head of Funds, Philip Graham, is joined by the Head of our Regulatory and Tax Department, Aki Corsoni-Husain, to talk us through the global regulatory framework that all aspiring fund managers and service providers should be aware of.

In the sixth episode of our Funds Download podcast series, our host and the global head of Funds and Regulatory, Philip Graham, is joined by head of Funds and Regulatory, Asia, Maggie Kwok, to share insights from the region.

In the fifth episode of our Funds Download podcast series, our host and the global head of Funds and Regulatory, Philip Graham, is joined by Harneys Fiduciary Managing Director of the Americas, Maria Pia Buchi, to examine market trends originating from Latin America and how investment fund products are structurally so important in the plumbing of the region.

In the fourth episode of our Funds Download podcast series our host and global head of Funds and Regulatory, Philip Graham, is joined by the head of our Luxembourg Investment Funds team, Vanessa Molloy, to take a closer look at the reasons why Luxembourg is such a successful investment funds jurisdiction, and the main factors to consider if you are thinking of establishing a Luxembourg structure.

When things go horribly wrong; Lehman, Madoff and the global financial crisis of 2008/2009In the third episode of our Funds Download podcast our host and the Global Head of Funds and Regulatory, Philip Graham, is joined by the Co-Head of Funds and Regulatory in the Cayman Islands, Matt Taber, the Global Head of Dispute Resolution, Phillip Kite and the Head of Dispute Resolution in the Cayman Islands, Nick Hoffman, to share their collective insights and knowledge acquired from the crash in 2008 and its aftermath.

In the second episode of our Funds Download podcast, our host and the global head of Funds and Regulatory, Philip Graham, is joined by the co-head of Funds and Regulatory in the Cayman Islands, Matt Taber, the global head of Dispute Resolution, Phillip Kite, and the head of Dispute Resolution in the Cayman Islands, Nick Hoffman. They relive the events of the financial crises of 2008/2009 and examine what valuable lessons were learnt by the Funds industry as a result.

In our first episode Global Head of Investment Funds, Philip Graham, and Partner Matt Taber, examine the investment funds market in Q1 2020, and make projections of the emerging issues as we step into Q2. Key takeaways“Business as usual” in January and FebruaryRegulatory changes including the new private fund regimesBlacklists, volatility and distressed funds in MarchA loft is as good a place as any to record a podcast