What's been happening at Cadogan Financial - July 2025
Investment20/20 Training
We delivered our annual pro bono training for around thirty I20/20 trainees in London in May, at the Investment Association. The Investment 20/20 Trainee Programme seeks to attract trainees to the investment management sector and targets those both with and without a degree: internships or relevant work experience is not required. Trainees are offered a 12-month full time paid job with training, support and networking opportunities, which may be part of an apprenticeship.
More information on Investment20/20 can be found here.
Azerbaijan
We continue to work on a project to facilitate
the development of a legal and regulatory framework governing
management of alternative investment funds and in particular
venture capital funds.
Indonesia
The first phase of our project in Indonesia looking at the legal and regulatory and fiscal framework applying to venture capital funds has been completed so it's on to phase two - feedback.
Understanding Investment Fund Management
Our online interactive and self-paced course Understanding Investment Fund Management is available through the Investment Association, £395 + VAT for non-members and £295 + VAT for members – click here for more information.
The course is made up of thirteen modules, including a randomly generated test, and takes around ten hours to study.
May 2025
Investment20/20 TrainingWe will be providing pro bono half-day training sessions to two groups of Investment20/20 members again this year, in mid-May. The annual Investment20/20 Trainee Programme is for people both with and without a degree and internships or relevant work experience are not required. Investment20/20 now has 60 member firms and together they have supported over 2,500 young people to start their professional careers in investment management.
More information on Investment20/20 can be found here.
March 2025
AzerbaijanWe are continuing to work on the development of alternative investment funds including venture capital funds and the need for law and regulation to govern the management of these funds.
Indonesia
A new project is starting in Indonesia, looking at the legal and regulatory and fiscal framework applying to venture capital funds to identify how market development may be enhanced.
October 2024
Azerbaijan
We were glad to have had the opportunity to return to Baku in September - much has changed since we were last there in 2010. Then we were reviewing a draft investment funds law which governed publicly offered funds which is now in place. Now we are looking at the development of alternative investment funds including venture capital funds and the need for law and regulation to govern the management of these funds.July 2024
Azerbaijan
We are currently undertaking a project to assess the framework governing the operation of alternative investment funds in Azerbaijan, with a view to facilitating their development.
March 2024
Training courses at Investment2020
On Wednesday 6th and Friday 8th March we provided courses on understanding open ended investment funds for I2020 trainees at the Investment Association. Here's what some of the participants said:
"I really enjoyed the enthusiastic approach to explaining the processes and the keen focus on asking questions."
"Both Sally and Mark did an absolutely fabulous job facilitating an engaging workshop packed with lots of knowledge. They were both really personable and had a great ability to connect with their audience. And it was very evident that they were experts in their field! What I enjoyed most of the event was that I thought you got a clear picture of all the components making up the Investment Fund Management picture. As fabulous of a job as they did, I thought that because the duration was quite long and content-heavy, it would have been good to have two smaller breaks instead of a long one. I am really glad that I attended this session!"
"Engaging and knowledgeable speakers; learnt plenty around fund structures and consumer duty in a greatly enjoyable session."
"I liked how informative Sally and Mark were and how much knowledge they had about the industry."
Investment2020 is focused on creating a more diverse and inclusive investment industry and since 2013 has helped more than 2,200 young aspiring professionals start their career in investment management.
More information on I2020 can be found here.
January 2024
Pro bono training for I2020 trainees in March 2024
We will be providing training courses on understanding open ended investment funds for two groups of I2020 trainees at the Investment Association during March 2024. I2020, which is part of the Investment Association, is focused on creating a more diverse and inclusive investment industry and has helped more than 2,200 young aspiring professionals start their career in investment management. More information on I2020 can be found here.
March 2023
Investment 2020
We will be delivering two mornings of pro bono training for around forty trainees from Investment20/20, the Investment Association initiative that seeks to increase diversity in the investment management sector, on 2 and 9 March at the Investment Association offices in London. One aim is that the training will reinforce the understanding they will already have gained from studying the modules of our online Understanding Investment Fund Management course, that covers the fundamentals of the market, to which we have also given them free access. The other is to explain what is involved in the new FCA Consumer Duty being implemented from the end of July this year.