Taking private funds to IPO can raise many questions. What will taking a private fund onto the London Stock Exchange achieve? What is the market looking to invest into? Does the fund meet the requirements for an IPO? What do boards and fund managers need to consider? Who needs to be involved?
In this 30 minute webinar, our expert panel answers these questions and more as they share important IPO criteria for taking the next steps in the evolution of a fund.
This session, first aired at the November Guernsey Funds Forum, offers you practical guidance on how to list funds on the London Stock Exchange. If you are a board director or fund manager this event will help you to anticipate the requirements and inform your decision-making.
Rebecca Booth, Client Director at Carey will moderate the discussion. She focuses on new business working in partnership with clients in areas of real estate, corporate and funds, listed and PE. Rebecca has a background in corporate governance and is a member of the Governance Institute.
James Carthew, Founder and Head of Investment Companies Research at Marten & Co. James started his career at M&G in 1984 where he wrote research on a wide variety of UK companies and managed a number of UK equity funds as well as M&G’s Fund of Investment Trusts. From 2001-2010 he managed Advance UK Trust PLC, a global fund of funds that promoted good corporate governance within the closed-end fund industry. James writes articles on the closed-end fund industry for various publications, including a regular column in Citywire, and sits on the judging panel for the Investment Company of the Year Awards. James also sits on the Marten & Co board.
Giles Rolls, Corporate Finance Associate Director at finnCap. He works with corporate finance and UK equity capital markets both Main Market and AIM. Giles specialises in investment companies with a focus on alternative assets and is a chartered accountant.
Akhil Suresh, Senior Associate at the London Stock Exchange, Investment Funds team. He works with capital markets advisors including investment banks, legal advisors to help inform fund managers globally about the London fund market.