Annual Global Funds Conference 2019
The Irish Funds Annual Global Funds Conference 2019 took place on Thursday, 23 May 2019. The Irish Funds Annual Global Funds Conference 2020 will take place on Thursday, 21 May 2020 at at the Convention Centre Dublin.
This event is a highlight 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 industry and will include thought-provoking and informative presentations, keynote talks and panel discussions from internationally respected industry experts.
To view the agenda from this year's, scroll further below.
Laura Wadding, Deloitte
Yvonne Connolly, Chairperson, Irish Funds
Pat Lardner, Chief Executive, Irish Funds
Michael D'Arcy, Minister of State at the Department of Finance
This panel of business leaders will provide a macro overview and discussion of the key issues affecting the asset management industry including changing global investor demands, Brexit planning, sustainability, diversity & inclusion, big data & digitalisation and the future direction and shape of the industry.
- Andy O’Callaghan, PwC
- Victoria Brown, Aberdeen Standard Investments
- David Greco, Fidelity International
- Angela Billick, John Hancock Investments
- Glenn Thorpe, Goldman Sachs Asset Management
- Ed Sibley, Deputy Governor, Prudential Regulation, CBI
This year's panel will focus on the developing policy debates and major issues that are shaping the future of the funds Industry in Ireland, Europe and on the global stage. How is the European regulatory landscape going to evolve? What is the outlook for international regulatory and supervisory cooperation? What are some of the key initiatives to look out for?
- Mary O'Dea, Institute of Banking
- Evert Van Walsum, ESMA
- Nick Miller, FCA
- Tanguy Van De Werve, EFAMA
- Martina Kelly, CBI
Richard Susskind, OBE, author of “The Future of the Professions: How Technology Will Transform the Work of Human Experts”
What are the prospects for employment in a world of increasingly sophisticated artificial intelligence and machine learning? Does technology pose an existential threat to the funds industry as currently constituted? Are there better and more efficient ways to allocate and distribute capital? In this thought-provoking keynote, Richard Susskind, co-author of "The Future of the Professions", will challenge assumptions about the future of work in professional services in addition to posing moral and practical questions about the relevance of professions in the 21st Century.
In a follow up to Richard Susskind’s keynote; our panellists debate the Future of Work in our industry and how we will need to adapt culturally and practically, individually and collectively to ongoing evolutionary and revolutionary forces. Sharing real world of work experiences, we explore how the human experience interacts with the technological experience and seek to offer some points of thought to assist you and your organisation assess how best to meet the challenges and opportunities ahead.
- Neil Sands, Fox Design Thinking
- Dr Susan McKeever, Technological University Dublin, School of Computer Science
- Richard Susskind OBE, Author
- Marie Dzanis, Northern Trust Asset Management
- Colin Meagle, Continuum Group
Andrew McDowell, Vice President, European Investment Bank
Andrew will outline the role of the European Investment Bank with the European Investment Fund in supporting venture and infrastructure funds across the EU. He will discuss the opportunities and challenges for Europe and Ireland from the growth of climate and sustainable finance and also how the European Investment Fund can help to address shortfalls in Ireland’s venture capital ecosystem.
Peter Branner, CIO APG Asset Management
FinTech and Artificial Intelligence
There are now more Amazon Prime users in the US than registered voters. The expectations on service have changed at pace and we need to understand how technology can be an enabler for the Asset Management industry. New compelling technology solutions such as Blockchain, AI and data services have the capacity to transform costs and service capabilities as a bear market sits worryingly on the horizon. Our very experienced panel will make sense of these technologies and their application into our world, projecting out into the future to understand the impact on the shape of our organisations, our processes, our people and our services to our customers. We will explore the ways in which these solutions might be delivered, including the ability to collaborate.
- Kate Webber, Calastone
- Lior Yogev, FundGuard
- Olivia Vinden, Alpha FMC
- Rachel Howick, Citi
- Miroslav Petrov, Fortia Financial Solutions
This panel includes cyber security leaders with diverse perspectives across the financial services industry and supervisory authority as well as law enforcement. The panel will cover the key cyber security issues affecting the asset management industry, including relevant cyber threats that are currently active in the industry, technology disruption affecting the risk profile of doing business in the digital world, and the regulatory trends likely to affect the industry in the coming years.
- Hugh Callaghan, EY
- Nicola O'Connor, AIB
- Michael Gubbins, Garda National Cyber Crime Bureau
- Joern Dobberstein, Central Bank of Ireland
More and more asset managers are adopting dedicated environmental, social and governance (ESG) strategies. Over the last decade sustainability has become an increasingly key aspect of investing. An asset managers’ credentials in integrating ESG have now become a standard feature of interactions with investors who are showing an appetite for products that recognise and reflect the relationship between their investments and an ever more challenging social and environmental backdrop. The panel will examine the landscape of activities and strategies that fall under the broad umbrella of ESG and sustainability, and assess how companies can improve ESG-related business practice.
- Rachel Turner, BNY Mellon
- Will Oulton, First State Investments
- Elizabeth Gilliam, Invesco
- Meaghan Muldoon, Blackrock
- Jaakko Kooroshy, FTSE Russell
The Future of Fund Distribution
Fund distribution in Europe has entered a new era, with an evolving regulatory agenda, technological developments, and shifting investor preferences. The pace of change is accelerating rapidly and industry players are grappling with the implementation of emerging technologies, boosting their product development efforts, and enhancing their client services to keep up with the evolving and complexifying environment. In light of this scenario, what's the future of fund distribution?
- Fabrizio Zumbo, Cerulli
- Paul Price, Morgan Stanley Investment Management
- Lory Kehoe, Consensys
- Henning Swabey, Calastone
- Lorraine Dunbar, JP Morgan
- FinTech and Artificial Intelligence
- ESG Investing
- The Future of Fund Distribution
This panel will discuss the current political scene in Ireland, UK and EU and what are the likely outcomes of Brexit negotiations at the end of the Article 50 extension. Panellists will explore the range of potential impacts on financial services and asset management under several different scenarios and will also look at what organisations are doing to mitigate these impacts. To conclude, the panel will consider how future relationships between the EU and UK will take shape and the implications on the major financial and political institutions.
- Deborah Hutton, Eversheds Sutherland
- Prof. Federico Fabbrini, Brexit Institute DCU
- Senator Neale Richmond, Fine Gael
- Chris Cummings, The Investment Association
- Eve Finn, LGIM Ireland
Pat Lardner, Chief Executive, Irish Funds
Laura is a Director in the Irish firm’s Risk and Regulation team, within the Risk Advisory Department, specialising in Conduct Risk and Regulatory Compliance.
Laura has 20 years’ experience in financial services. Prior to joining Deloitte, Laura worked with a fund service provider for almost 11 years, during which time she managed two functional areas, namely Compliance and Investor Services, and lead several company and group wide initiatives within the organisation, including the development of AML policies and procedures, the application of domestic tax reporting requirements and the development and implementation of a FATCA service for reporting financial institutions in several jurisdictions.
Laura held previous roles in the areas of investor services and compliance and holds a Degree in Law from the Dublin Institute of Technology and a Diploma in Compliance from the Institute of Bankers.
Laura currently chairs the Irish Funds Operational Steering Group, with responsibility for coordinating the efforts of 8 working groups – AML, Transfer Agency, Regulatory Reporting, Legal, Depository, Financial Reporting, Heads of Operations and Internal Audit. Laura plays an active role in the development of industry initiatives, and has been at the forefront of regulatory developments in the financial services sector, in particular, the development of the Investor Money Regulations for fund service providers, the evolving Anti-Money Laundering landscape and the regulatory expectations around Outsourcing.
Since joining Deloitte, Laura has worked with Banks, Insurance, Fund Administration and Wealth Management firms on a number of large regulatory projects with a focus on key areas such as AML, IMR, MiFID, Consumer Protection, and several Conduct Risk framework style reviews, including the Tracker Mortgage Examination. Laura has also helped clients to prepare their governance and risk management submissions to the CBI for approval in advance of Brexit related restructuring.
Yvonne is a Principal with Carne Global Financial Services Limited and CEO of Carne’s Irish business. Carne employs 180 people across 9 global locations and is a governance and substance provider for asset managers with $700 billion in Assets Under Management. Yvonne is currently Vice Chair of Irish Funds Council, the official representative body for the Irish investment fund industry. She also acts as a Chairman and Director to traditional funds, hedge funds and management companies domiciled in Ireland and Cayman. Yvonne has over 25 years’ experience within the funds industry and is a specialist in governance, product development, compliance, financial reporting and operations. She also has experience in assisting fund managers and service providers with various aspects of operational development, control and risk management. She is a recognised expert in back office operations and change management and regularly speaks at fund industry conferences. Prior to joining Carne, Yvonne was Head of Operational Development at State Street (International) Ireland (formerly Deutsche Bank), where she looked after new business take on, product development, system implementation and change management. As a member of the senior management team at State Street, Yvonne reported directly to the CEO and was a key contributor to the overall strategy and direction of the business. Yvonne trained as a chartered accountant with KPMG, specialising in corporate taxation. She is a Fellow of the Institute of Chartered Accountants. Yvonne is a member of multiple industry associations including Irish Funds, the Institute of Directors in Ireland, 100 Women in Finance and the 30% Club.
Michael D’Arcy is Fine Gael TD for Wexford and in June 2017 was appointed Minister of State at the Department of Finance and Public Expenditure and Reform with special responsibility for Financial Services and Insurance.
Michael D’Arcy previously served as a Senator on the Administrative Panel from 2011 to 2016 where he was appointed Government Spokesperson on Finance in the Seanad and served on the Oireachtas Banking Enquiry. He also served on the Oireachtas Committees on Finance and Agriculture, Food and the Marine
He was first elected to Dáil Éireann in 2007 and was appointed Deputy Spokesperson on Justice, with special responsibility for Equality. During the 2007-2011 term, he served on the Oireachtas Committee on Communications, Energy and Natural Resources.
Michael D’Arcy is a graduate of University of London.
Professor Richard Susskind OBE is an author, speaker, and independent adviser to major professional firms and to national governments. Having worked on legal technology for over 30 years, his main area of expertise is the future of professional service and, in particular, the way in which the IT and the Internet are changing the work of lawyers.
In 2011, Richard succeeded Lord Saville as President of the Society for Computers and Law. In the same year he became Chairman of the Advisory Board of the Oxford Internet Institute (OII) at Oxford University. Since 2009, he has also been a Visiting Professor in Internet Studies at the OII.
A pioneer in the field of information technology and law, Richard has been the IT Adviser to the Lord Chief Justice of England and Wales since 1998. He is the first Honorary Professor of Gresham College in London and the co-founder of the Centre for Law, Computers and Technology at the Law School of the University of Strathclyde in Glasgow.
He has written and edited numerous best-selling books, including “The End of Lawyers? Rethinking the Nature of Legal Services” (2008), “Tomorrow’s Lawyers” (2013), and most recently, co-authored with Daniel Susskind, “The Future of the Professions: How Technology Will Transform the Work of Human Experts” (2015). Having written around 150 columns for The Times, his work has been translated into 10 languages.
Andrew McDowell joined the European Investment Bank as Vice President in September 2016, and has responsibility for energy and agriculture lending, economics and institutional relations with 10 European and 15 Asian countries. He is the first Irish member of the bank’s Management Committee for 12 years.
Prior to joining the European Investment Bank, Andrew McDowell was Economic Advisor to the Taoiseach, Ireland’s Prime Minister, since 2011. He has 20 years of experience in economic policy and public service management. Prior to working for the Taoiseach, Andrew was Chief Economist at the Irish business development agency, Forfás, and European Deputy Editor at the Economist Intelligence Unit. He holds an MBA from the Michael Smurfit Graduate School of Business and studied at John Hopkins University and University College Dublin.
Peter Branner is Chief Investment Officer of APG Asset Management (APG). In this role he is responsible for the overall investment operations and optimization of long term and responsible returns in line with the APG strategy. APG is the largest pension delivery organization in the Netherlands and manages €500 billion in pension assets. APG ensures that over 4.5 million people can be confident that their accrued pension rights are being invested, administered, and paid out correctly.
Mr. Branner has more than 30 years of investment experience. Before joining APG Asset Management, he was CEO/CIO of SEB Investment Management in Sweden. He was responsible for the overall investment process at the firm and its broad range of institutional mandates and mutual funds covering all major asset classes and more than €100 billion in AUM. He was a member of the investment committees for Private Equity as well as Micro Finance activities.
Previously, Mr. Branner was Chief Investment Officer of Fortis Investments’ Multi Management Division based in London. Before this, he served as Managing Director of IKANO Fund Management in Luxembourg and held other investment positions within the IKANO Group. Branner was also the Investment Director at a major bank in Denmark, where he started his career in 1987.
Mr. Branner graduated from Copenhagen Business School with a BSc in economics, a MSc in economics and a graduate diploma in business administration. From 2008 to 2018 Peter served on the board of first SIFA - the Swedish Investment Fund Association, and later EFAMA - the European Fund & Asset Management Association. He currently has a seat on the advisory board of the Brandes Institute in San Diego since 2003.
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.
Victoria Brown is Managing Director of Aberdeen Standard Investments Ireland Limited, which was authorised as a MiFID investment firm by the Central Bank of Ireland during December 2018 and is sponsor of Aberdeen Standard Investments (ASI) Brexit program. She has worked for ASI for 19 years in a number of different capacities, starting her career with ASI as a graduate trainee. She was responsible for establishing and running ASI's Luxembourg Management Company between 2006 and 2013.
David has over twenty-five years global experience working in the Financial Services Industry and has been with Fidelity International for the last thirteen years.
Currently David is Global Head of Asset Management Operations for Fidelity International based in Dublin, Ireland. In this role he leads an organization that supports operational processing for over $400 billion in assets under management. David is also responsible for the management of the Ireland site which includes more than 400 employees working in asset management operations, product, compliance, risk, legal, treasury, technology and client services. In this capacity, David is responsible for building the long term strategy for the Ireland site, continually evaluating the portfolio of work in line with the overall strategy of the firm, building a motivated workforce and representing Fidelity International in the Irish market.
Previously, David was Head of Investment Services & Fund Accounting for Asia Pacific and Head of Japan Operations & Services based in Hong Kong from 2011 to July 2016. In this capacity he had responsibility for a number of functional areas, covering six countries, including an offshore servicing team located in Dalian, China.
From 2007 to 2011, he worked for FIL Investments Limited based in Tokyo, Japan as Head of Investment Administration – Asia Pacific, where he was responsible for a range of activities including Fund Accounting, Investment Operations and Project Management. Prior to this he worked for three years in the UK as a Director in Investment Administration.
Before joining Fidelity International he spent eight years with Deutsche Asset Management in the US as Vice President of Investment Accounting, and for the period between 1986 and 1995 David worked for Fidelity Investments in Boston in a number of roles within Fund Accounting, Fund Operations and Audit.
David holds an MBA from the Questrom School of Business at Boston University and a Bachelor of Science degree in Business Administration from Northeastern University in Boston.
Angela is responsible for investment product strategy, management and development across Europe as part of the firm’s Global Wealth and Asset Management (GWAM) business. In 2018, her role expanded to include product management for all GWAM Irish UCITS funds.
In 2019, she was appointed chief operating officer of Manulife Investment Management (Ireland) Limited, the Ireland-based management company for all Manulife Investment Management Irish UCITS funds. A veteran with more than two decades in leadership roles for global financial institutions, Angela originally joined the John Hancock Investments organization in 2015 to head up its international business development strategy and its Irish UCITS funds.
Previously, she led the UCITS platform for Nuveen Investments for nearly three years and, prior to that, managed global strategic projects for the chief operating officer of Soros Fund Management. From 2005 to early 2011, she reported to the head of BNP Paribas Securities Services’ U.S. location and, as a member of the firm’s executive committee, led strategy, marketing, and product development with a focus on developing fund services for offshore, traditional, and alternative investment manager clients.
Angela began her financial services career in 1996 with Davis Selected Advisors and later held management roles at Seligman Advisors. She earned a B.A. in Philosophy and Mathematics from St. John’s College and an M.B.A in Finance from the New York University Stern School of Business.
Glenn has over 20 years experience working in the financial services industry in both London and New York and joined Goldman Sachs in 2000. He is currently the Chief Operating Officer for Goldman Sachs Asset Management (GSAM) in EMEA, having responsibility for a broad range of operational and governance related aspects of GSAM’s business in the region. Glenn also serves on a number of GSAM’s boards, including its newly launched Irish domiciled UCITS management company and AIFM, its Irish and Luxembourg domiciled fund ranges and its MiFID investment firm in the UK.
Glenn qualified as a chartered accountant with Ernst & Young in Western Australia in 1996, is a member of Chartered Accountants Australia and New Zealand and also a member of the Australian Institute of Company Directors. He earned a Bachelor of Commerce from The University of Western Australia in 1993.
Ed Sibley was appointed Deputy Governor, Prudential Regulation on 1 September 2017. He is an ex-officio Member of the Central Bank Commission and is also a member of the Supervisory Board of the Single Supervisory Mechanism (SSM). As Deputy Governor, Prudential Regulation, Ed is responsible for leading the supervision of credit institutions, insurance firms and the asset management industry.
Prior to this appointment, he was Director of Credit Institutions Supervision, responsible for overseeing the Central Bank's supervisory work for all banks and credit unions operating in Ireland. He joined the Central Bank in 2012 in the Banking Supervision area. Ed has more than 20 years' experience working in the financial services sector. His previous experience includes working for the UK Financial Services Authority (FSA) leading the supervision of European banks operating in the UK; and a variety of risk management roles in Bank of Ireland and PwC.
Ed has an MBA from Smurfit Business School, and a first class honours BA Economics degree.
Mary O’Dea is Chief Executive of the Institute of Banking. Mary joined the Institute in April 2018 from the Central Bank of Ireland where she was Director of Securities and Markets Supervision. Prior to that she spent six years in Washington DC, first as Alternative Executive Director of the International Monetary Fund and then as Ireland’s representative at the World Bank. Mary previously held several Director roles with the Central Bank of Ireland, including Director of Financial Operations and Consumer Director. In 2009, she was Acting Chief Executive of the Financial Regulator.
Throughout her career at the Central Bank, Mary held senior leadership positions across central banking (central bank payments and settlements, central bank investment portfolio), regulator (stockbroking, investment funds, banking), consumer protection (consumer protection codes and consumer information) and economics (economic forecasting).
Mary is a Non-Executive Director of Euronext Dublin.
Mary is passionate about leadership and teams, using a coaching style of leadership and building trust to unlock potential in others. She is a high energy, authentic leader who enjoys inspiring others and being inspired by them.
Evert van Walsum started his career in banking in the Netherlands. After that period, he proceeded his career in supervision and regulation at the Netherlands Authority for the Financial Markets (AFM), where he worked in various roles as a policy officer and as supervisor, in the markets area and in the field of consumer protection.
His last position at the AFM was head of the Capital Markets Division. At ESMA, Evert is Head of the Investors and Issuers Department, responsible for the areas of investor protection, asset management, CRA policy, securitisations, corporate finance and corporate reporting.
Evert has studied at the University of Amsterdam and at INSEAD Fontainebleau.
Nick Miller is head of the Asset Management Department within the Investment, Wholesale & Specialist Supervision Division at the Financial Conduct Authority. In this role, Nick is responsible for the FCA’s oversight of over 3,000 firms across the asset management and custody bank sectors. Previously, Nick was head of the EU & Global Department, responsible for managing the FCA's strategic relationships with counterpart regulators and other stakeholders throughout Europe and globally. He was also responsible for the FCA’s strategy in relation to the UK’s withdrawal from the EU.
Prior to joining the regulator, Nick was Executive Director and Head of Public Policy, EMEA at Morgan Stanley, where he spent four and a half years. He previously worked in a government relations role at Thomson Reuters and as a trade policy expert at the Confederation of British Industry (CBI). He holds an MSc in Finance from the London Business School and an MA in European Politics from the College of Europe in Belgium. He holds a BA in Modern European Studies from University College London (UCL).
Tanguy van de Werve is Director General of EFAMA.
Mr. van de Werve is responsible for the implementation of the Association’s strategic agenda, and the leadership and management of the EFAMA secretariat in Brussels. He is also the central spokesperson and representative for the European asset management industry with international policy makers, regulators, and other key industry stakeholders.
In a career spanning 25 years, Mr Van de Werve has been instrumental in leading and managing successful advocacy campaigns for several high-profile industry bodies. Prior to joining EFAMA, Mr. van de Werve spent three years as a Managing Director and Head of the Brussels office for the Association for Financial Markets in Europe (AFME) - the trade association representing the banks most active in Europe's wholesale capital markets.
Previously, he spent just under 10 years as Director General of Eurofinas & Leaseurope – the trade bodies representing the specialised European consumer credit providers and the European leasing industries respectively. Mr. van de Werve was a member of the European Banking Industry Committee (EBIC) for 11 years, and spent five years as a management committee member of the European Banking Federation.
Martina Kelly is Head of Markets Policy Division within the Policy & Risk Directorate of the Central Bank of Ireland. In that capacity, Martina is responsible for the formulation of policy in relation to the regulation of investment funds, investment firms, markets and market infrastructure. Martina has considerable experience in investment funds policy having led the Central Bank’s investment funds policy team for many years.
She continues to represent the Central Bank at various domestic and international fora including the ESMA Investment Management Standing Committee.
Neil O. Sands is CEO and Founder of Fox Design a global applied design thinking firm working with high-growth organisations to lead large-scale digital disruption.
Before his most recent exit at pioneering insurtech startup Trōv (Google & Oak-funded $85M) in 2017, Neil co-founded and led the digital transformation team Ignite at Salesforce as the company’s youngest Global Vice President. There he was responsible for a global team of applied design-thinkers, who engage at c-level with Fortune 100 customers, and later assumed the role of Chief Experience Officer (CXO).
During his tenure, the Ignite methodology was patented and scaled across Salesforce as the company’s consultative selling motion. Ignite acquired several leading design-thinking agencies in the US and Europe, and grossed over $600M in new revenue, growing from three hires to hundreds of customer-facing transformation experts globally. Reporting to CEO Marc Benioff on key accounts, Neil was given the company’s Peak Performance award in 2016. Salesforce was awarded Forbes’ Most Innovative Company 4 years running.
Neil has formulated and delivered end-to-end disruptive innovations for some of the world’s largest organisations: AT&T, Coca-Cola, Starwoods Hotels, Caesars Resorts, United, Burberry, TicketMaster and most famously; Tinder for the 7 billion dollar Disney princess franchise.
Prior to this, Neil worked for several years in Canadian banking, leading digital transformation and social strategies, before transitioning to San Francisco with Accenture Global Management Consulting, where he patented applied design thinking methodologies. In 2012, Neil made his first start-up exit from the Facebook development firm, Syncapse; having received $25M in funding ABS Capital. Neil joined Framehawk (acquired by Citrix); a NASA-powered mobility startup, where he led mobile product innovation.
Currently co-authoring a book on the Future Of Work: Belong Inc. The Business Of Belonging with his sister Dr. Anita Sands, Neil is a published writer and is a regular contributor on applied design, innovation, and mobile technology. Neil is a leader within the Irish Community, holding board positions with several non-for-profit, philanthropic and voluntary organizations, and won the IC Top 40 Under 40 Award in 2015.
Neil holds an undergraduate degree in Advanced Mathematics, Statistics and History; and having completed master’s studies in the US; an ACL MBA from University College Dublin.
Susan McKeever is a senior lecturer in the School of Computer Science at TU Dublin City Campus (previously the Dublin Institute of Technology). Susan’s main research areas are in the area of data analytics, machine learning, text analytics, video analytics , autonomous systems, Internet of Things (IoT) systems. Susan is a principal investigator with the CeADAR research group (Centre for Applied Data Analytics), which is staffed across UCD and TU Dublin. CeADAR work with industry to bring data analytics in to address real world business and future business problems. McKeever supervises a group of PhD students in the areas of machine learning, text and video analytics and security She has recently won a Marie Curie Career-Fit scholarship working with DocoSOFT, an innovator in the insurance claims sector.
Before TU Dublin, Susan worked in industry, initially as a consultant with Accenture - and for individual clients (IBM, Bank of Ireland, AIB, other London based clients) working as a project manager on large scale IT projects.
Marie Dzanis is the senior managing executive for EMEA. She has responsibility for overseeing the governance, operations, business development and talent of Northern Trust Asset Management.
Marie is on the boards of Northern Trust Global Funds, PLC; Northern Trust Funds Managers (Ireland) Limited, Northern Trust Investment Funds, Northern Trust Securities Inc. She serves on the Northern Trust Asset Management Executive Committee, and the Northern Trust EMEA Executive Committee.
Prior to joining Northern Trust in 2011, she held executive and leadership positions at iShares/Blackrock, JPMorgan Asset Management and Smith Barney. Marie’s comprehensive business acumen is demonstrated by having successfully managed multiple channels and the profitable growth of several lines of business in the institutional, intermediary and wealth channels. Her multifacted career began as a financial advisor and subsequently includes experience in securities lending and trading, product development, product sales, sales management and branch management.
As a recognized industry leader with more than 25 years of investment management experience, Marie has been awarded a top "Women To Watch" award from Investment News in 2017 and “Top Women in Asset Management” award by Money Management Executive in May 2015. In addition, she is on the women’s board of the University of Chicago Cancer Foundation, involved in Women in ETFs, is on the Advisory Board for BlinkNow Foundation and is a producer for the Maggie Doyne documentary called “Love Letters to my Children.”
Colin Meagle serves as Group CEO of the Continuum Group. The Continuum Group consists of six companies (Continuum, APP.Laud, BXP Software, Continuous Ventures, NTES and Tribe Digital) which provide digital transformation services with complete fulfilment and support. As chief strategic advisor/board member to a number of digital, animation and social transactional-based organisations throughout Europe and the US, Colin also mentors and advises on entrepreneurial efforts for a number of organisations and investment firms via Continuous Ventures.
Colin founded Continuum as an attic start-up in Dublin in 2002 which over the last 17 years has grown into the Continuum Group. Continuum is currently officially the number one digital agency in Ireland having been awarded the Golden Spider award for 2017-2018 “Best Agency of the Year” and again in 2018-2019. Continuum were also awarded the “Grand Prix” Golden Spider award for 2019.
Prior to Continuum, Colin worked in a number of business consulting and process engineering roles including IBM, Workstations, Calyx and CTI. Roles included Business Process analyst, lecturer, technical architect and Chief Technical Officer. Most of his career involves bridging the gaps between business and technology.
Colin is the sole recipient of the “Excellence in Digital Leadership” DMA award by Accenture (2017) and has been recognised as one of the Business & Finance Irish Tech 100 entrepreneurs over the last number of years. Colin was awarded Fellowship status by the ICS in 2016 and was previously awarded the Net Visionary award by the Irish Internet Association for “Best Internet Entrepreneur”.
Kate joined Calastone in 2014 and is responsible for the global product set of the organisation. Kate and her team manage both Calastone’s existing product and future product set from idea inception through development and the creation of sales collateral. Kate is also responsible for many of our industry relationships particularly across the UK and Europe.
Kate has over 25 years of experience in Asset Servicing roles, including asset manager, management consultancy and Transfer Agency firms before joining Calastone. Kate enjoys working on solutions to reduce the frictional cost of trading which is so important to the end customer and the future of the industry.
Kate also set up Women in Asset Servicing in late 2018. The network has taken off significantly and will do three separate events in 2019 as well as enabling connections, individual coaching hours and speaking slots and media.
Lior Yogev is the CEO of FundGuard, a next generation investment funds SaaS platform powered by AI.
Prior to founding FundGuard, he was the Head of North America at Multifonds (acquired by Temenos) serving many of the world's largest fund administrators and asset managers.
Earlier in his career, Lior was a TMT investment banker at Goldman Sachs in New York, and before that he led software development teams at Radware and at an elite Intelligence technology unit as an officer. He has an MBA from Columbia Business School and BSc in Computer Science and Management from Tel Aviv University.
Olivia leads the Fintech & Innovation practice at Alpha Financial Markets Consulting in the UK and is a specialist in emerging technology and its impact on Asset and Wealth Manager operating models. She is on the advisory panel of Velocity - a fintech accelerator from the Investment Association, and she leads a number of client forums on innovation.
She previously spent six months seconded to a blockchain start up focused on the post-trade industry. She has 15 years of experience with large transformational change programs within Asset and Wealth Managers, and she has designed and implemented a number of different solutions covering the front, middle and back office.
Rachel is currently Transfer Agency Product Manager for EMEA in Citi. She has over 16 years of experience within the industry. Rachel joined Citi Transfer Agency (formerly BISYS) in 2003. She has previously managed the Transfer Agency Business Implementations and Client Change teams. Rachel holds a masters in Accounting and Finance from Dublin City University.
Miroslav Petrov is the Director of Innovation and co-founder of Fortia Financial Solutions, a Paris based RegTech company which provides AI-powered automation platform.
Prior to that, he worked as compliance technology expert and business analyst in the fund management industry. Miroslav graduated from Dauphine University in France.
Hugh Callaghan is an Associate Partner in our Dublin-based Financial Services Advisory team, having joined EY in 2003 from a European electronic payments company. Hugh specialises in cyber risk and security within financial services, and currently leads over fifty people in EY’s Dublin-based Advanced Security Centre, which acts as a European hub for delivery of cyber risk advisory services to large international clients. Hugh has over 15 years of experience of technical security assessment programmes, digital banking fraud management, cyber security strategy and architecture, and governance of cyber risk. Hugh has a Ph.D. in computational physics from University College Cork and the Max Planck Institute, Germany.
Nicola O’Connor is AIB’s Chief Information Security and IT Risk Officer, a role in which she is responsible for ensuring the integrity of both information and systems, while also defining the strategy to future proof the organisation. Nicola is an experienced executive, previously holding a number of senior management positions in AIB including Head of Support & Control. Prior to this she commenced her career in Intel, where she held a number of technical roles. She holds a BSc in Computer Engineering from UCC.
Michael Gubbins has been a member of An Garda Síochána for nearly 30 years and has been engaged in the area of computer forensics and cybercrime investigation since 1997 when he was first assigned to the Computer Crime Investigation Unit where he has worked as a Detective Garda, Detective Sergeant and Detective Inspector. Michael was appointed as the Detective Superintendent in charge of the newly established Garda National Cyber Crime Bureau on the 1st September 2016. Michael has only recently been promoted and is now the Chief Superintendent in charge of the Clare Division.
Michael has represented an Garda Síochána on various Europol & European Cybercrime Centre (EC3) fora including the European Computer Training and Education Group (ECTEG), European Multidisciplinary Platform against Criminal Threats (EMPACT) and the European Union Cybercrime Task Force (EUCTF) of which he is the newly elected Chair.
Michael holds a Masters in Forensic Computing & Cybercrime Investigation (MSc FCCI) from University College Dublin and also has a Postgraduate Diploma in “Serious Crime Investigation” from the University of Limerick.
Joern leads the IT, Cyber and Operational Risk Policy team within CBI’s Supervisory Risk Division. Prior to this role, he headed the CBI’s IT inspection team which conducts IT on-site inspections across all regulated financial firms.
Joern has over 20 years of experience in IT risk assessments and IT management in the public and private financial sector. He participates and collaborates in various IT risk expert groups for the ECB, EBA and IOSCO.
Rachel Turner is EMEA Head of Investment Manager & Insurance within Asset Servicing. This role is responsible for ensuring that we deliver services and products to support the needs of Investment Managers and the Insurance segment. Through active and close engagement with this market segment for a number of years Rachel has a deep understanding of the key challenges and opportunities faced by asset managers.
As a member of the Asset Servicing Executive Committee in EMEA Rachel is sponsoring and driving the growth and development of this segment.
In addition, Rachel serves on the Board of BNY Mellon Fund Services (Ireland) DAC. In her role as a director Rachel has provided board support for client, sales and TA matters. Over the last 2 years Rachel has chaired the Risk & Capital Management Committee and has been a member of the Audit Committee.
Since 1999 when Rachel joined BNY Mellon, Rachel has had a number of roles both locally within Ireland and with a broader EMEA responsibility.
Rachel has worked in the industry since 1992, originally as a fund accountant in LGT Asset Management moving on to client facing roles in BISYS and Robson Rhodes.
Rachel holds a Bachelor of Commerce from University College Dublin and is also a qualified accountant.
Will Oulton is the Global Head, Responsible Investment at First State Investments (FSI) based in the UK and is responsible for defining and delivering FSI’s responsible investment and stewardship strategy globally. In this role he is tasked with advancing FSI’s understanding of how ESG Factors impact long term investment value. He is also responsible for developing FSI’s thought leadership programs and managing the RI Governance structure for the business.
Previous to this he was the Head of Responsible Investment for Mercer Investments across Europe, the Middle East and Africa, advising institutional asset owners on environmental, social and corporate governance matters. He has more than 15 years of experience working in sustainable and responsible investment. Before joining Mercer, Will was the Director of Responsible Investment at FTSE Group, where he led the development of FTSE’s global sustainability services.
In December 2015 he was appointed president of the European Sustainable Investment Forum (Eurosif). He is also a Trustee Director of the CBA (UK) Pension Scheme, a fellow of the Royal Society of Arts, an Honorary Associate Professor at Nottingham University Business School’s International Centre for Corporate Social Responsibility, Expert Panel Member of the Prince’s Accounting for Sustainability program and sits on a number of investment industry advisory boards and committees.
Elizabeth Gillam is Head of EU Government Relations and Public Policy at Invesco where she advises the business and clients on public policy and political developments in Europe. She joined Invesco in October 2018.
Based in Brussels for over 7 years, Elizabeth joined Invesco from Allianz Global Investors, where she spent nearly 4 years as Senior Policy and Regulatory Liaison. Between 2011-2015, Elizabeth was Deputy Head of the City of London’s European Affairs team. Elizabeth began her career as a Policy Advisor at HM Treasury working on European and international tax policy.
Elizabeth holds a Master of Modern Languages from the University of Manchester.
Meaghan Muldoon, Managing Director, is EMEA Head of Sustainable Investing at BlackRock. The Sustainable Investing team is focused on identifying drivers of long-term return associated with environmental, social, and governance issues, integrating them throughout BlackRock's investment process, and creating solutions for our clients to achieve sustainable investment returns. In this capacity, Meaghan is a member of BlackRock's ESG and Policy Committee. Previously, Meaghan served as a Managing Director and Liaison to BlackRock's Board of Directors within the Corporate Strategy team, where she led the Board of Directors function and managed a rage of complex strategy projects.
Prior to joining BlackRock in 2016, Ms. Muldoon served for more than seven years as a fiscal and economic policy advisor in the Obama Administration. Most recently, she served as Counselor to Treasury Secretary Jack Lew, coordinating the Department's fiscal, domestic, and economic policy efforts, and leading cross-functional teams on issues including infrastructure investment, tax policy, retirement policy, higher education finance, and financial inclusion.
In previous roles, Ms. Muldoon served at the White House as Deputy Assistant to the President and Policy Advisor to the Chief of Staff, as Associate Director to the National Commission on Fiscal Responsibility and Reform (Bowles-Simpson Commission), and as a lead advisor to three Directors of the Office of Management and Budget.
Ms. Muldoon earned a Bachelor of Arts in government, cum laude, from Georgetown University, and a Master of Public Policy from Duke University.
Jaakko Kooroshy is Head of Innovation and Standards, Sustainable Investment, at FTSE Russell where he oversees methodology development for sustainability-related data, ratings and index products.
Previously, Jaakko was an Executive Director at Goldman Sachs, where he was the European research lead for GS SUSTAIN, providing insights in investment opportunities around the low carbon transition and other long-term trends.
He has also been a Research Fellow for Energy, Environment, and Resources at the Royal Institute of International Affairs, Chatham House and an analyst at The Hague Centre for Strategic Studies (HCSS).
He holds an MSc in International Relations from the University of Amsterdam, a BSc in International Economics, and a BA in Social Sciences and History from Maastricht University.
Based in London, Fabrizio leads the European retail/wholesale asset management research practice, which focuses on analyzing asset management product development trends, investment, operational and marketing strategies, market and distribution dynamics, regulatory changes, and performing market and competitive intelligence in the United Kingdom, Continental Europe, and the Nordics.
Prior to joining Cerulli, Fabrizio served as a Lead Industry Analyst at State Street and as a Senior Analyst & Research Editor for the PwC’s Global Market Research Centre in Luxembourg. He also carried out several field-based research projects in emerging and frontier markets for international market research and economic consulting firms.
Fabrizio holds an M.Sc. in Development Economics and a bachelor’s degree in International Relations from the University of Bologna.
Paul is the CEO of Morgan Stanley Investment Management (Ireland) Limited and Global Head of Client Engagement for the investment management business. He joined Morgan Stanley in 2010 and has 33 years of industry experience. Prior to joining the firm, Paul was Global Head of the Institutional Business at Pioneer Global Asset Management; he was also a member of the firm’s executive committee and held various directorships. Previously, he was head of MFS Investment Management’s non-U.S. institutional business. Paul has also served as an associate director on the Fixed Income team at Lombard Odier and held various roles, both as a senior dealer in the treasury division and within the asset management business while at the Bank of Ireland. Paul received a bachelor of commerce degree from University College Dublin and a master’s degree in investment and treasury from Dublin City University.
Lory is a managing director with ConsenSys and leads ConsenSys Ireland.
ConsenSys is a global technology company. Enabled by the Ethereum blockchain, ConsenSys focuses on building new products and services, by partnering with corporates and governments around the world. The ConsenSys Dublin studio is Ireland's largest blockchain team and Ireland's largest blockchain company. Prior to ConsenSys, Lory was a Director with Deloitte where he founded, set up and led Deloitte’s Europe Middle East and Africa blockchain Lab. Prior to Deloitte, Lory worked as a management consultant with Accenture. He has over 12 years of consulting experience. Lory has led blockchain strategy and implementation projects for corporates and governments around the globe.
With the IDA in Ireland (Industrial Development Authority), Lory was the founding member of the Ireland national blockchain initiative ‘Blockchain Ireland’. This group includes over 150 entities made up of global enterprises, universities, government entities and start-ups.
Lory is a Qualified Financial Advisor, registered stockbroker and is currently (and has been for the past 12+ years) an adjunct assistant professor with the Business School in Trinity College Dublin.
Henning Swabey joined Calastone in 2017 and is responsible for defining and implementing the business development strategy for Continental Europe.
Prior to joining Calastone, Henning held a number of senior roles with RBC where he developed their Investor & Treasury Services businesses in the European Union and Asia-Pacific.
Henning speaks six languages. He began his career at Euroclear in Belgium, where he managed key clients across multiple geographies.
Lorraine is Head of Global Transfer Agency for JP Morgan Securities Services. Based in Dublin, Lorraine has over 20 years of experience in Custody and Fund Administration Services.
Lorraine joined JP Morgan in 2018, prior to which Lorraine worked at Northern Trust where she was the EMEA Head of Fund Administration Product. Additionally, Lorraine held a variety of positions across Operations, Client Service, Project Development and Product Management.
Deborah is a partner and head of the asset management, financial services (FS), governance and regulatory team in Eversheds Sutherland (Ireland). Deborah specialises in investment funds and asset management regulation as well as complex financial services regulatory matters. Prior to joining Eversheds Sutherland, Deborah held the position of EMEA Head of Legal for Depositary and Global Fund Services in Citibank Europe plc ("Citi"), advising on a wide range of financial services regulatory matters including BREXIT, GDPR, CRD IV, MIFID II, PSD 2, Benchmarks UCITS and AIFMD. Deborah has extensive industry advocacy experience and frequently advises on specialised regulatory implementation issues at a European and domestic level. Prior to joining Citi Deborah worked in the investment funds and asset management practice of one of Ireland’s leading law firms.
Deborah's expertise includes advising on Irish authorisation/structuring / establishment issues related to UCITS/AIF, management companies, investment managers/advisers, depositaries and fund administrators. Deborah has extensive experience advising those funds, management companies and services providers more broadly on distribution and marketing related issues, payment services, compliance and corporate governance requirements, ESG, AML, and other regulatory requirements. In addition to extensive experience advising on UCITS related matters, Deborah also advises on alternative investments including all aspects of AIFMD as well as hedge funds, property funds, Shariah funds, ESG funds, private equity funds, loan funds and fund formation. Deborah regularly works with innovators to bring new products and solutions to market and her specialism includes advising fintech, blockchain, and cryptocurrency firms.
Deborah is recognised as a thought leader in the market and as a leading lawyer in Europe for Financial and Regulatory Services, by ILO/ACC and in Ireland in the Legal 500.
Federico Fabbrini is Full Professor of European Law at the School of Law & Government of DCU and the Principal of the Brexit Institute. He holds a PhD in Law from the European University Institute and he is a fully qualified attorney in Italy. He previously held academic positions in the Netherlands and Denmark.
He is the author of “Fundamental Rights in Europe” (Oxford University Press 2014) and “Economic Governance in Europe” (Oxford University Press 2016) as well as the editor, among others of “The Law & Politics of Brexit” (Oxford University Press 2017).
He regularly engages with EU institutions and national governments, and has presented his work to among others, the European Parliament, the European Central Bank, the European Commission, the European Court of Justice, the EU Fundamental Rights Agency, the EFTA Court, and the UK Financial Conduct Authority.
Senator Neale Richmond was first elected to Seanad Eireann in 2016. In the Seanad he serves as Government spokesman on European Affairs and Chairman of the Seanad’s Brexit Committee.
Prior to his election to the Seanad, Senator Richmond served as a County Councillor for seven years; during this period he was also Leader of the Irish delegation to the EU’s Committee of the Regions.
A graduate of UCD, Senator Richmond previously worked in the European Parliament and Dail Eireann as well as in the not for profit sector.
Chris Cummings is the Chief Executive of The Investment Association, a post he has held since September 2016. The Investment Association is the trade body that represents UK-based investment managers.
He is a member of HM Treasury’s Asset Management Taskforce, and was a founding member of its Financial Services Trade & Investment Board. He serves as a Board member on EFAMA, the European trade association for investment management and of IIFA the international association for investment management.
He was previously a member of the FCA’s and PRA’s Regulatory Decisions Committees and the FCO’s Diplomatic Excellence Panel. He has written two books on financial services regulation and served on CASS Business School’s Advisory Board.
Before joining The Investment Association he was the founding CEO of TheCityUK, held senior posts in banking, insurance and consulting with major global firms. He is a regular columnist, commentator and speaker on issues of international competitiveness and regulation in financial services.
Eve is the LGIM’s Managing Director in Ireland, appointed in October 2017 and is responsible for the overall leadership and management of LGIM’s Irish office and European entities based in Dublin.
Eve was previously Head of Solutions based in London. In her Head of Solutions role, Eve has been responsible for the design and management of objective driven investment solutions which bring together the best of the LGIM Group’s investment capabilities to meet our clients’ needs.
Previously, Eve was Head of LDI Portfolio Construction and had overall responsibility for the structuring and portfolio management of the LGIM Group’s UK and European LDI portfolios. Eve joined LGIM in 2009 and is a Trustee of both the Legal and General Group Pension Scheme and the Pension Fund.
Prior to joining the LGIM Group, Eve worked in the Global Pensions Strategy Group at Deutsche Bank developing liability management solutions and multi-asset strategies for a variety of global pension schemes.
Eve began her career as an investment consultant at Watson Wyatt. Eve has a first class honours degree in financial and actuarial mathematics from Dublin City University and is a fellow of the Institute of Actuaries.
Pat Lardner joined Irish Funds as Chief Executive in April 2012. He has over twenty five years’ experience in the global asset management industry and has held executive/leadership positions in Ireland and overseas with firms managing a broad range of both traditional and alternative investment strategies. Pat is an active participant on all significant Government sponsored groups relating to funds in Ireland, is a member of the Board of the European Fund and Asset Management Association and is an Advisor to the Asset Management Association of China’s International Partners Committee. He is a past Council Member of the Irish Association of Pension Funds and a former Director of both the Irish Association of Investment Managers and the International Investment Funds Association. He attained honours undergraduate and postgraduate degrees from University College Dublin.