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Annual Global Funds Conference 2015

Welcome to the Home Page of the Irish Funds' International Funds Conference. Now in its 17th year this conference is a landmark in the international funds industry calendar and it attracts a wide range of participants from across the international investment funds community.

The Conference will be preceded by a golfing even at Luttrelstown 18-hole championship golf course on the afternoon of Wednesday June 10 2015; The course forms part of the Luttrelstown Estate located in a prime position just west of Dublin city.

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. Come join is and see why Ireland is the domicile of choice for funds.

Our preparations are under way, as we continue and we finalise our arrangements we will keep you informed.

Location
RDS (The Royal Dublin Society), Merrion Road, Ballsbridge, Dublin 4
Date
11 June 2015
Download Agenda PDF
MAIN STAGE AGENDA -

Please note that the agenda for Hall 2 directly follows the Main Hall agenda below.

7.30 am - REGISTRATION OPENS
7.30 – 9.00am - BREAKFAST
9.00 am - WELCOME – IFIA Chairperson

Tadhg Young, Chairman, Irish Funds

9.10 am - WELCOME

Pat Lardner, Chief Executive, Irish Funds Industry Association

9.25 am - INTERVIEW WITH:

Peter D Sutherland SC, United Nations Special Representative for Migration and Development and President of the International Catholic Migration Commission.

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

This panel will discuss the various stages of managing businesses, from start-up phase to medium size through to large scale organisations. Raising assets, investor demands, challenges to overcome and challenges that were met. It will also look at how to scale for growth and when is big, big enough? Each panel member will touch upon their own business outlook for the years ahead.

Moderator:

Kieran Fox, Business Development Director, Irish Funds Industry Association

Panellists:

  • Bill Smith, Chief Executive, Lazard Asset Management Limited
  • Adrian Duffy, ‎Senior Managing Director, Guggenheim Partners
  • Martin Gray, Investment Director & Senior Fund Manager, Coram Asset Management
  • Alastair Blair, Country Managing Director, Accenture, Ireland
10.45 am - COFFEE BREAK – NETWORKING
11.15 am - KEYNOTE SPEAKER

Simon Harris TD, Minister of State at the Departments of Finance, Public Expenditure & Reform, and the Department of the Taoiseach (Prime Minister).

11.35 am -

A practical focus on key aspects of distribution

There are three main topics the distribution panel will address; the potential for disruption in fund distribution (such as technology and the growth in platforms), practical considerations for successful fund distribution in 2015 and AIFMD as a game changer for distribution in Europe. The session will focus on the 3 most significant markets in Europe from an Irish fund distribution perspective UK, Switzerland and Germany.

Moderator:

Ken Owens, Audit Partner Asset Management Group, PwC.

Panellists:

  • Alex Marshall-Tate, Senior Investment Officer, Citi Private Bank
  • Hector McNeil, Co-CEO, WisdomTree Europe
  • Daniel Hafele, CEO, ACOLIN Fund Services AG
  • Will Maydon, Director and Shareholder, Campion Capital
  • Rob Rosenberg, COO, Heptagon Capital
12.35 pm -

Gareth Murphy, Director of Markets, Central Bank of Ireland

1.00 pm - LUNCH
2.15 pm - Reviewing the key technological challenges and opportunities

This panel will discuss utilising technology to meet business needs for faster information, improved data quality and greater transparency and the importance of Big Data. IT Security and Cyber Resilience, Fintech and new entrants in Wealth Management will also be addressed along with social media in the Asset Management industry.

Moderator:

Greg Faragher-Thomas, Director, Alpha Financial Markets Consulting

Panellists:

  • Emer Coleman, Director Business Development, TransportAPI and Founder of DSRPTN
  • Leonard McAuliffe, Cyber Security and Forensics practice, PwC
  • Davi Ottenheimer, Senior Director of Trust, EMC
  • Simon Hanratty, Head of IT, Irish Life Investment Managers
3.15 pm - COFFEE BREAK – NETWORKING
3.45 pm - Hot Products – New Investment Opportunities

Hot Products will examine how the latest regulatory and legislative changes in Ireland have been enabling in nature rather than restrictive and have created new opportunities for Irish funds. The panel in particular will focus on topics such as the ICAV, AIFMD and distribution opportunities and property as a growing asset class. MMFs, ETFS and Loan Origination will also be discussed.

Moderator:

Reggie Dodge, Chief Compliance Officer and Legal Counsel, Emso Partners Limited

Panellists:

  • Nicholas Blake-Knox, Senior Vice President, PIMCO Europe
  • Bill Scrimgeour, Head of Regulation, HSBC
  • Dan Hedley, Head of Regulatory Policy, Fidelity Worldwide Investment
  • Jeremy O’Sullivan, Director, Asset Management, Lone Star Funds
  • Julie Patterson, Head of Investment Management, EMA Regulatory Centre of Excellence, KPMG
4.45 pm - Key Note Speaker

Dr Dermot F Smurfit, Chairman, ML Capital Group

5.05 pm - IFIA CLOSING REMARKS

Pat Lardner, Chief Executive Officer, Irish Funds Industry Association

5.30 pm - NETWORKING DRINKS
7.00 pm - CONFERENCE GALA DINNER
HALL 2 AGENDA -
SESSION 1 - The ETF industry – why now is the right time for Europe
2.15 pm - Welcome

Patrick Rooney, Regulatory Affairs Manager, Irish Funds Industry Association

2.20 pm - Presentation

The coming of age of the European ETF industry

Hector McNeil, Co-CEO Wisdom Tree Europe / Boost

2.30 pm - Panel 1:

Recent and planned structural innovations in the European ETF industry

Moderator:

Lisa Kealy, ETF EMEIA lead, EY

Panellists:

  • Russell Graham, Director, Head of iShares EMEA Range Management
  • Tara O’Reilly, Asset Management partner, William Fry
  • Gerry Sugrue, Vice President, Irish Stock Exchange 
  • Adrian Mulryan, Asset Management Partner, Arthur Cox
2.50 pm - Presentation

A recent new entrants experience in the ETF industry

Jean-Philippe Royer, CEO, Nomura Alternative Investment Management (Europe) Ltd

3.00 pm - Panel 2:

Regulatory impact on the ETF industry

Moderator:

Phillip Lovegrove, Asset Management partner, Matheson

Panellists:

  • Gemma Steel, Legal Counsel, Source
  • Ciara O’Leary, Investment Funds Partner, Maples
  • Jo McCaffrey, Head of Intermediary Product Development, EMEA, State Street Global Advisors
SESSION 2 - Risk Management in Ireland: Leading by Example
3.30 pm - Presentation

UCITS and AIFMD risk management: the regulatory environment in Ireland

Killian Buckley, Managing Director, Kinetic Partners

Panel Discussion: Risk Management considerations in building your Irish funds business

Practical approaches from asset managers to building out a risk management framework impact of regulatory drivers on building a UCITS risk management process interpreting AIFMD from a risk management perspective.

Moderator:

Killian Buckley, Managing Director, Kinetic Partners

Panellists:

  • Peter Beckhouse, Vice President, PIMCO 
  • Tom Coghlan, Head of Risk Services, MPMF Fund Management 
  • Jason Poonoosamy, Risk Director, DMS Offshore 
  • Neil Clifford, Director, Carne Group 
  • Michael Howell, Managing Director, CrossBorder Capital
Peter Sutherland
United Nations
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Peter Beckhouse
PIMCO
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Lisa Kealy
Ernst & Young
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Martin Gray
Coram Asset Management
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Simon Hanratty
Irish Life
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Nicholas Blake-Knox
PIMCO
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Alastair Blair
Accenture Ireland
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Greg Faragher-Thomas
Alpha FMC
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Gareth Murphy
Central Bank of Ireland
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Neil Clifford
Carne Ireland
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Bill Smith
Lazard Asset Management
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Jason Poonoosamy
DMS
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Adrian G.W. Duffy
Guggenheim
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Will Maydon
Campion Capital
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Robert Rosenberg
Heptagon Capital
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Keith Jackson
PwC
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Daniel Häfele
ACOLIN Fund Services AG
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Hector McNeil
WisdomTree Europe
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Dr. Dermot Smurfit
ML Capital Group
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Bill Scrimgeour
HSBC Securities Services
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Alex Marshall-Tate
Citi
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Philip Lovegrove
Matheson
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Kieran Fox
Irish Funds
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Pat Lardner
Irish Funds
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Simon Harris TD
Irish Government
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Tadhg Young
State Street
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Jean-Philippe Royer
Nomura Alternative Investment Management
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Gerry Sugrue
Irish Stock Exchange (ISE)
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Tara O’Reilly
William Fry
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Tom Coghlan
Maples
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Gemma Steel
Source
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Jeremy O’Sullivan
Hudson Advisors Ireland Limited
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Michael Howell
CrossBorder Capital
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Davi Ottenheimer
flyingpenguin
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Killian Buckley
Duff & Phelps
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Ciara O’Leary
Maples
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Jo McCaffrey
State Street
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Russell Graham
iShares
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Julie Patterson
KPMG
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Reggie Dodge
Emso Partners Limited
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Dan Hedley
Fidelity
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Leonard McAuliffe
PwC
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Biography
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