San Francisco Seminar October 2016
Irish Funds in partnership with CAIA, CHFA and the Bay Area Hedge Fund Association are delighted to host an industry update and networking session focused on the opportunities and challenges for Bay Area managers who currently distribute, or have ambitions to distribute, European domiciled fund products. More information to follow as we finalise details.
Anthony Bassili, CAIA
Kieran Fox, Irish Funds
Padraig Brosnan, Maples
- Dan Forbes, DMS Governance
- Dervilla Lannon, Blackrock
- David Walsh, Dillon Eustace
- Niamh Geraghty, Deloitte
Who is buying in Europe, and What are they buying ?
- Rob Drake, Bury Street Capital
Interviewer: Andrew Thorn, BBH
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.
Dervilla is a member of BlackRock’s Legal and Compliance Group based in San Francisco, primarily responsible for supporting the U.S. iShares business. Prior to joining BlackRock’s Legal and Compliance Group in the U.S. in February 2015, she held a number of roles within the EMEA Legal and Compliance Group including Head of Compliance for BlackRock’s Irish domiciled entities and funds, and was previously an attorney in BlackRock’s Legal and Compliance Group based in London.
Prior to joining BlackRock, she was an associate in the Asset Management Department of Matheson based in Dublin where she advised on the legal and regulatory issues relating to the establishment and ongoing requirements of investment funds. She previously spent four years with the law firm, William Fry, based in Dublin, with a focus on investment funds in Ireland. Dervilla earned a law degree (LLB Hons) from Trinity College, Dublin. She was admitted to the Roll of Solicitors in both Ireland and England & Wales.
Davidjoined Dillon Eustace in 2007 and qualified as a solicitor in 2010. David advises on the establishment, authorisation, operation and maintenance of Irish regulated UCITS funds and open and closed-ended Alternative Investment Funds. David has been seconded to US and French asset management clients of Dillon Eustace in both London and Paris. David is currently based in the New York office where he advises large U.S. asset managers with respect to their Irish domiciled funds. David works closely with US asset managers, and their onshore legal advisers, to provide Irish legal advice in an efficient and timely manner. David keeps close to legal, regulatory and industry developments in the US which enables the lawyers in the Irish and Cayman offices to better understand the needs of their clients.
Bury Street Capital represents mainly US based boutique fund managers in Europe. The principle activity is institutional fund raising from pension funds, insurance companies, sovereign wealth funds, foundations, banks, family offices and independent wealth managers. Fund managers the company represents cover the long only, hedge fund and real asset categories.
Robert founded the firm in 2005 and prior to that was the Chief Investment Officer of Asymmetric Capital Management, a specialist convertible bond arbitrage hedge fund manager. Asymmetric was a joint venture between Robert and Jefferies & Company, a New York Stock Exchange-listed Global Investment Bank.
Before Asymmetric, Robert was Chief Executive of Pavilion Asset Management, a fund management company owned by Seymour Pierce Group plc, a Managing Director at Credit Suisse First Boston, where he ran their International Equity Linked sales and research business, and Bankers Trust, where he set up and ran their European Distressed Debt trading business. He originally trained as an equity portfolio manager.
He graduated from Portsmouth Polytechnic with a first class honours degree in Business Studies.
Andrew joined BBH in 2011 as a member of the Investor Services Relationship Management team based in Dublin, Ireland. Since 2013 he has been the Head of Business Development for BBH’s Irish business. In that role he is responsible for developing and overseeing relationships with global asset managers with Irish, Luxembourg and Cayman domiciled investment platforms.
Prior to joining BBH, Andrew held a number of institutional business development and relationship management roles in the United States and Europe covering foreign exchange, cash and medium term debt. Andrew is a Chartered Alternative Investment Analyst and a Member of the Chartered Management Institute. He holds a BA from The George Washington University as well as an MBA from the University of Glasgow.
Niamh Geraghty is an audit partner in the Financial Services industry group in Deloitte Ireland with over 15 years of experience. Niamh has wide ranging experience in risk, accounting, advisory and audit services. She provides audit and business advisory services to clients in the banking and investment management fund sectors, working with both Irish domiciled companies, as well as large multinational entities. Niamh holds a Masters of Accounting and Batchelor of Commerce (International with French) degree from UCD and is a member of the Chartered Accountants in Ireland.