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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.

Location
Four Seasons Hotel Dublin Simmonscourt Road Dublin 4
Date
18 June 2014
7.00 am - REGISTRATION OPENS
7.00 – 8.45am - BREAKFAST

Kindly Sponsored by

8.45 am - WELCOME – IFIA CHAIR

Barry O’Dwyer, Managing Director, BlackRock.

9.00 am - KEYNOTE SPEAKER

Karen B. Peetz, President of BNY Mellon.

9.30 am - CEO PANEL, Opportunities (and Challenges) for the asset management industry

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.

Moderator:

Pat Lardner, Chief Executive Officer at Irish Funds Industry Association.

Panellists:

Paul Price, Global Head of Distribution at Morgan Stanley Investment Management.Jennifer L. Driscoll, Executive Vice President, Corporate & Institutional Services, Northern Trust-ChicagoStephen Foster, Chief Executive Officer at Credit Suisse Asset Management LimitedFurio Pietribiasi, Managing Director at Mediolanum Asset Management Ltd

10.15 am - KEYNOTE SPEAKER

Christian Dargnat, President of the European Fund and Asset Management Association (EFAMA).

10.45 am - COFFEE BREAK – NETWORKING

Morning coffee kindly sponsored by

11.15 am - INVESTORS AND ALLOCATORS PANEL

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.

Moderator:

Kieran Fox, Director of Business Development, IFIA.

Panellists:

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.

12.00 Noon - LUNCH

Lunch Kindly Sponsored by

1.30 pm - Address by An Taoiseach

The Irish Prime Minister, Enda Kenny T.D.

1.45 pm - THE GLOBAL FUNDS CENTRE OF CHOICE, DOING BUSINESS IN IRELAND

Moderator:

Andrew O’Callaghan, Partner, Asset Management & FDI, PwC

Panellists:

Ted McGrath, Director, KPMG IrelandMichael Jackson, Head of the Asset Management and Investment Funds Group, MathesonSteve Penney, CEO, Ireland Swiss Capital Invest Holding (Dublin) Limited

2.30 pm - KEYNOTE SPEAKER

Gareth Murphy, Director of Markets, Central Bank of Ireland

3.00 pm - COFFEE BREAK – NETWORKING

Kindly Sponsored by

3.40 pm - DISTRIBUTION IN A CHANGING WORLD

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?

Moderator:

Paul Harvey, Chief Executive Officer, Juniper Place LLP.

Panellists:

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.

4.25 pm - LOOKING BACK TO MOVE FORWARD, CELEBRATING 25 YEARS OF IRISH FUNDS INDUSTRY

Moderator:

Seán Páircéir, Partner and Co-Head of Europe, Middle East and Africa, Brown Brothers Harriman.

Panellists:

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.

5.15 pm - IFIA CLOSING REMARKS

Pat Lardner, Chief Executive Officer, Irish Funds Industry Association

6.30 pm - NETWORKING DRINKS

Drinks Kindly Sponsored by

7.30 pm - CONFERENCE GALA DINNER
- After Dinner Speaker:

David McWilliams, Economist

Dinner Kindly Sponsored by

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Pat Lardner
Irish Funds
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Andrew O’Callaghan
PwC
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Paul Harvey
Juniper Place LLP
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Karen B. Peetz
BNY Mellon
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Alan Yau
HSBC
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Marie O’Connor
PwC
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Kieran Fox
Irish Funds
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Paul Freeman
BlackRock United Kingdom Investment Management
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Hooman Kaveh
Mercer
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Barry O’Dwyer
BlackRock
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Eugene O’Callaghan
National Pensions Reserve Fund of Ireland
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David Stevenson
Baring Asset Management
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Christian Dargnat
BNP Paribas
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Michael Jackson
Matheson
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Furio Pietribiasi
Mediolanum
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