Annual Global Funds Conference 2014
Welcome to the homepage of the 2014 Annual Global Funds Conference, hosted by the Irish Funds Industry Association (IFIA). The Annual Global Funds Conference now in its 16th year has become a landmark in the international funds industry calendar and attracts a wide range of participants from across the international investment funds community. The conference brings together prominent industry speakers to discuss current issues and challenges facing the international investment funds industry. The event will include thought provoking and informative presentations, keynote talks and panel discussions from internationally respected industry experts will cover the latest developments. It will look at Irish solutions for managers globally.
For further details regarding timings etc., please look at the program. We will be adding to this as our preparations continue and we finalise our arrangement
The Conference will be preceded by a golfing event on the afternoon of Tuesday 17 June 2014; participants will have the opportunity to enjoy a day’s championship golf on one of Ireland’s most stunning and exclusive courses. The Royal Dublin Golf Club is one of the world’s leading links courses and has hosted the Irish Open and Irish PGA six times, with winners such as Seve Ballesteros, Bernhard Langer, and Christy O Connor, Junior and Senior.
Barry O’Dwyer, Managing Director, BlackRock.
Karen B. Peetz, President of BNY Mellon.
Where are the Returns ? Where are the Investors ? and How best to deliver each to each other?Is the perfect storm of increasing regulatory and investor requirements in a period of asset and fee compression abating?Have only the fittest or the fattest survived thus far? Who will survive long term?Talent attrition: what to do to attract and retain the best for your business?Thoughts on 2014 to date: remainder of the year and the industry in 5 years’ time.
- Pat Lardner, Chief Executive Officer at Irish Funds Industry Association.
- Paul Price, Global Head of Distribution at Morgan Stanley Investment Management.
- Jennifer L. Driscoll, Executive Vice President, Corporate & Institutional Services, Northern Trust-Chicago
- Stephen Foster, Chief Executive Officer at Credit Suisse Asset Management Limited
- Furio Pietribiasi, Managing Director at Mediolanum Asset Management Ltd
Christian Dargnat, President of the European Fund and Asset Management Association (EFAMA).
Where will investors allocate their holdings in coming years?Hear from investors and allocators on what they really want from fund managers going forward.The investor verdict on regulation, help or hindrance?What makes our lives easier (and more difficult) in dealing with Fund Managers, Promoters and Service Providers?Current thinking on the manager selection process.How to achieve asset allocation in a low return and high risk environment.Direct investment vs intermediaries.
- Kieran Fox, Director of Business Development, IFIA.
- William Jenkins, Director, Co-Head Operational Due Diligence Amundi Alternative
- Deborah Smyth-Reidy,Director, Investment Consulting at Aon
- Hewitt Hooman Kaveh, Chief Investment Officer -Europe, Investment Management, Mercer
- Eugene O’Callaghan, Director, National Pensions Reserve Fund of Ireland.
The Irish Prime Minister, Enda Kenny T.D.
- Andrew O’Callaghan, Partner, Asset Management & FDI, PwC
- Ted McGrath, Director, KPMG Ireland
- Michael Jackson, Head of the Asset Management and Investment Funds Group, Matheson
- Steve Penney, CEO, Ireland Swiss Capital Invest Holding (Dublin) Limited
Gareth Murphy, Director of Markets, Central Bank of Ireland
Emerging Opportunities for Asset Managers in a Changing World
Operating in a post AIFMD world, what it means. Examining the AIFM Solutions and the opportunities they offer to managers in and outside of Europe. US managers now seeking to diversify and distribute through AIFs. Private placement and passporting – the benefits that both models offer to manager distributing into Europe. New products – the ICAV. A more flexible product whilst retaining the safeguards investors need. ILPs – the benefits of recent changes that managers need to be aware of.Re-domiciliation – how large managers have used the new legal framework to facilitate their move onshore.China onshore investment from a European perspective – how RQFII fits in UCITS structure, the trend…Dublin funds approved as RQFII products, first few RQFII ETFs listed on LSE. Increasing trend of alternative managers forming part of traditional asset management firms. Large global managers offering both solutions to clients given common frameworks.Helping promoters access Asian markets – how should funds be structured for a non-Asian manager looking to distribute in Asia? How can service providers help them access these markets?
- Paul Harvey, Chief Executive Officer, Juniper Place LLP.
- Alan Yau, Director, Institutional Client Management, HSBC Asset Management.
- Dervilla Lannon, Director, Legal and Compliance, BlackRock.
- David Stevenson, CFA Head of Business Development, Baring Asset Management.
- Seán Páircéir, Partner and Co-Head of Europe, Middle East and Africa, Brown Brothers Harriman.
- Jim Firn, Head of Product and Governance, EMEA at Russell Investments
- Paul Freeman, Managing Director BlackRock United Kingdom Investment Management
- Marie O’Connor, Asset Management Partner, PwC
- William Slattery, Executive Vice President of State Street Corporation and Head of Global Services business in Europe, the Middle East and Africa.
Pat Lardner, Chief Executive Officer, Irish Funds Industry Association
David McWilliams, Economist
Pat Lardner is Chief Executive of the Irish Funds Industry Association clg (Irish Funds) which represents 115 member firms with almost €4 trillion in assets under administration. Pat attended UCD gaining a Bachelor of Commerce Degree and UCD’s Smurfit Graduate School of Business and graduated with a Master of Business Studies Degree in Financial Services. Pat has a wealth of experience in industry starting in 1991 with Lloyds Private Banking. In 2005 he moved to Australia with Bank of Ireland Asset Management as a Regional Director with responsibility for Asia ex Japan. In 2008 Pat was approached by Hastings Funds Management Limited to join the company as an Executive Director. Pat has also been a past Council Member of the IAPF and a Director of the IAIM. He is currently a Board Member of EFAMA.
Andrew is an audit partner in the Asset Management group and has spent 22 years working in the auditing arena, including two years in Boston and four years in London. For 18 of these 22 years, he has specialised in asset management / mutual funds. He is currently the PwC Exchange Traded Funds leader in EMEA. His clients include leading US, UK, Swiss and Japanese asset managers and their fund vehicles. Andrew has written and spoken widely on the opportunities and challenges facing the industry. He is a Fellow of the Institute of Chartered Accountants in England and Wales and Chartered Accountants Ireland. He has also been Chairman of the Irish Funds Industry Association Limited Irish Competitiveness Working Group and the Irish Funds/NICSA Conference Committee.
Paul Harvey is the founder and Chief Executive Officer of Juniper Place LLP an innovative Placement Agent that gathers investor intelligence and raises assets for hedge funds.
He has been active in the hedge fund industry since the mid-1990’s. In prior roles he was the founder and CEO of GLG’s Multi-manager hedge fund business, has headed hedge fund sales and capital introductions with both Citi and Morgan Stanley, and has been COO of a hedge fund business.
He has been connected to the Dublin-based hedge fund community throughout that time.
Alan joined HSBC Global Asset Management in 2007. Alan is a client director and responsible for the management of client mandates from a relationship and portfolio perspective. Prior to HSBC he was a Senior Global Fixed Income and Currency Portfolio Manager at Franklin Templeton Investments, London, where he was actively involved in strategy formation and investment management for client portfolios across the firm. Alan has travelled extensively in South-East Asia covering his network of high profile institutional clients in the region. Alan holds a BSc. Degree in Engineering and an MBA from Imperial College, University of London. Alan is IMC registered and fluent in Cantonese.
Marie O’Connor has been a audit and assurance partner at PwC Ireland for 30 years. She led PwC's Irish Asset Management practice for 12 years until 2007, and also led the Financial Services practice for four years. Marie has been a member of PwC's Global Investment Management Leadership team and PwC's European Investment Management and Financial Services Leadership executive for many years. She has worked extensively with US companies expanding into Europe throughout her career, has travelled and worked extensively in the US, UK and Canada. Marie is the country lead for the 30% Club in Ireland, a member of the Irish Chapter of the Ireland-US Council for Commerce and Industry and of the University College Dublin President’s Advisory Board. She recently was appointed to the Council of the Chartered Association of Certified Accountants in Ireland. She has formerly been a board member of the American Chamber of Commerce, the ESRI, The Children’s Hospital and other organisations. Marie has been appointed as non-executive director by the Irish Government over the last twenty years. Appointments have included Dublin Airport Authority, IDA Ireland, Irish Life, National College of Art and the Top Level Appointments Committee. Marie is a Fellow of the Chartered Association of Certified Accountants and is also qualified as a Barrister and was the first woman to be admitted as a partner to Price Waterhouse in Ireland. She was the first female student accepted to the Business Studies Diploma at DIT where she achieved first place overall and was awarded the Gold Medal. She received a Lifetime Achievement award from the Ireland-US Council in June 2016. She was also honoured by Irish America Magazine as one of its Inaugural Top 50 Women in July 2016. She was an honouree of University College Dublin at their Alumni Dinner in New York in October 2016. In 1994 she received the Accountant of the Year award from ACCA’s Leinster Society.
Kieran Fox joined the Association in August 2007 and is the Director - Business Development for Irish Funds. As well as being responsible for working with investment managers and developing our membership offering, Kieran participates in a number of our steering groups including Distribution, Marketing & Promotion and Front Office and has led engagement on specific regulatory matters. Kieran has a BSc Finance and holds a Post Graduate Certificate in Information Systems. Prior to joining us he gained significant experience both in industry and within the regulator. He was a senior regulator and risk specialist with the Central Bank of Ireland for almost two years and prior to this spent seven years in a variety of roles across the front office within the hedge fund industry in London. Kieran represents the Association on the Summit Finuas Network Steering Committee.
Barry O’Dwyer, Managing Director of BlackRock. He is the Head of Funds Governance for BlackRock’s European open-ended fund range and is the Chief Operating Officer for BlackRock’s Irish business. He serves as a Director on a number of BlackRock corporate, fund, and management companies in Ireland, Luxembourg, Switzerland and Germany and on BlackRock’s UK Life company. He was Chairman for the Irish Funds Industry Association Limited in 2014/15 and a Board Director of Financial Services Ireland. He joined BlackRock Advisors (UK) Limited in 1999 as head of risk management and moved to his present role in 2006.
Prior to joining BlackRock Advisors (UK) Limited, Mr O’Dwyer worked as risk manager at Gartmore Investment Management and at HypoVereinsbank and National Westminster Bank.
Mr O’Dwyer graduated from Trinity College Dublin with a degree in Business Studies and Economics in 1991. He holds a Chartered Association of Certified Accountants qualification and an MBA from City University Business School.
Michael is head of the Asset Management and Investment Funds Group at Matheson, Ireland’s largest law firm. Michael is chairman of the legislative sub-group of the IFSC funds group and has been actively involved in promoting and working on the introduction of the ICAV fund structure. Michael was chairman of the Irish Funds Industry Association Limited (Irish Funds) during the 2009/2010 session. He was also a member of an Irish Funds policy group which has liaised with the Central Bank regarding implementation of AIFMD in Ireland. Michael was a member of the Primary Market Committee and Funds Listing Committee of the Irish Stock Exchange.
Furio Pietribiasi is responsible for Irish Operations of Mediolanum in Ireland and in Luxembourg. Furio is Managing Director at Mediolanum Asset Management Ltd. and Mediolanum International Funds Ltd., and member of the Board of Mediolanum International Life Ltd.. He is also Chairman of Gamax Management AG and member of the Board of Mediolanum Specialities SICAV SIF. Furio was previously responsible for the development of funds and insurance products, distributed in Italy, Germany and Spain and he also oversaw the selection and the relationships with the external investment advisors. He is also currently Deputy Chairman of the Board of the Irish Association of Investment Managers and member of the Council of IFSC Ireland. Furio is also part of the Taoiseach Department Working Groups for the Funds and Asset Management, Member of the Executive Committee of the Italian Business Group under the aegis of the Italian Embassy in Ireland and Chairman of the Advisory Board of the Diploma in Innovation in Financial Services – University College Dublin (UCD). He started his career in investment management in Mediolanum Gestione Fondi in Milan and prior to that he worked in one of the leading legal and fiscal practice in Italy. Furio holds a BA in Finance and Economics.