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Boston Seminar

The Irish Funds Boston Investment Seminar will take place on Wednesday, 8 March 2017. See agenda, speaker and venue details below.

The Ritz-Carlton, Boston Common, 10 Avery Street, Boston, MA 02111
8 March 2017
8.30am - 10.55am
8.30 - Registration & Breakfast

Kindly sponsored by Connecting Cork 

9.00 - Welcome Remarks

Alan O’Sullivan, BBH, Chair, Irish Funds 

9.10 - Panel Discussion: Evolution of Product Design and Distribution

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
  • Matthew Appelstein, RBC Global Asset Management
9.45 - Brexit Update
  • Philip Lovegrove , Matheson 
  • Donal O’Sullivan, Ernst & Young
10.05 - Irish Funds Blockchain Regulatory Reporting Project

Cillian Leonowicz, Deloitte

10.15 - Panel Discussion: Innovation Initiatives

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


  • Cillian Leonowicz, Deloitte


  • Shane Brett, Gecko
  • Hicham Allouani, Pioneer Investments
  • Meredith Moss, Finomial
10.55 - Closing Remarks

Kieran Fox, Irish Funds

Christopher Christian
Dechert LLP
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Cillian Leonowicz
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Joe LaRocque
Legg Mason
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Alan O'Sullivan
Brown Brothers Harriman
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Kieran Fox
Irish Funds
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​Donal O’Sullivan
Ernst and Young
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Shane Brett
GECKO Governace
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Philip Lovegrove
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Stuart E. Fross
Foley & Lardner LLP
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Bilal Nasreddine
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Meredith Moss
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Hicham Allouani
Pioneer Investments
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Matthew Appelstein
RBC Global Asset Management
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