The Irish Funds Boston Investment Seminar will take place on Wednesday, 8 March 2017. More details to follow as we finalise arrangements.
Kindly sponsored by Connecting Cork
Senior product engineers and distribution experts will debate trends, threats and the opportunities facing globally oriented cross border UCITS and AIF managers. Deliberations to include Active vs. Passive, Marketing Restrictions, LATAM and NSCC.
- Chris Christian, Dechert
- Bilal Nasreddine, Putnam
- Joe LaRocque, Legg Mason
- Stuart Fross, Foley Lardner
Cillian Leonowicz, Deloitte
What projects you should be considering and how soon will they no longer be relevant? Deliberations to include Blockchain, Relevant Data vs. Big Data and the Rise of Robo & D2C in Europe
- Tim Bosco, Brown Brothers Harriman
Christopher D. Christian advises U.S. and European asset managers and investment funds and their boards of directors, including U.S. registered funds, funds organized under the European Union directive on Undertakings for Collective Investment in Transferable Securities (UCITS), and funds organized in other jurisdictions offered on a private basis.
Mr. Christian’s practice has a significant international component. He advises offshore funds on compliance with U.S. regulatory requirements and routinely counsels European retail and institutional funds on organization, registration, corporate governance, and global distribution issues. He has assisted clients in coordinating offering advisory services and various types of investment funds in compliance with local law in jurisdictions in Europe, Asia, the Middle East, and Latin and South America.
Mr. Christian is Chair of the International Bar Association’s Investment Funds Committee.
Cillian is a Manager within the Deloitte Ireland Financial Services Consulting Practice and has global management consulting experience in the asset servicing space across custody, fund accounting and transfer agency clients.
Specifically, he has helped firms to design and transform their operating models to meet the requirements of the modern asset and fund manager by facilitating the adoption of cutting edge technology for sustainable competitive advantage as well as the roll out of solutions to increase operational effectiveness and capability.
Cillian currently sits on Deloitte’s EMEA FinTech Taskforce and has authored an article “BlockChain – Disrupting the Financial Services Industry” and is currenlty writing an article titled “Disrupting the Transfer Agency” Cillian previously worked for DST Systems leading the Sales Team in Asia.
Managing Director, Affiliate Strategic Initiatives, joined Legg Mason in 2001 and has worked in various capacities within the asset management business. In this role, Joe has the responsibility of working with affiliates on their strategic and tactical priorities and to align their interests with that of Legg Mason. He also is the Chairman of the Legg Mason sponsored cross border mutual funds in Ireland.
Prior to this, Joe was the Chief Administrative Officer of the international business and also previously headed the International Product Management function where his team was responsible for market intelligence, product development, product restructuring and registration as well as product revenue sharing with affiliates, service provider interface and board governance for the international product set. The international product set includes both cross border (offshore) and locally domiciled product ranges. Joe also serves as both a current member and past Chairman of the Legg Mason Valuation Committee.
Previously, he had been responsible for the sales, marketing and operations of Legg Mason Global Distribution in the Americas, as well as the oversight of the offshore funds’ service providers. Prior to joining Legg Mason, Joe spent 10 years in the domestic and offshore mutual fund business at PricewaterhouseCoopers’ Boston, Dublin, Ireland and Baltimore offices. He received a Bachelor of Science and a Master of Business Administration from Southern New Hampshire University and is a Certified Public Accountant. Joe is also past Board Chair of Boys Hope Girls Hope Baltimore
Stuart Fross is a partner and business lawyer with Foley & Lardner LLP where he concentrates his practice on securities laws and regulations, as part of the Private Equity & Venture Capital, Transactional & Securities and International Practices.
Mr. Fross’ main focus is investment managers and pooled investment vehicles, including U.S. registered open-end, closed end and exchange traded funds, bank collective investment funds (with an emphasis a stable value funds), UCITS funds, as well as private funds, organized in the US and offshore. Mr. Fross has extensive experience with cross-border distribution related issues for registered and unregistered funds