Cape Town Seminar April 2019
This Irish Funds Cape Town seminar will be on Thursday, 11 April.
This event will be of interest to asset managers and those involved in the investment funds industry in South Africa. The agenda for this seminar will feature presentations and panel discussions on fund distribution & market access in Europe, together with information on the structures and features available to asset managers using Irish-domiciled funds.
Further details to follow.
- Richard Lain, JP Morgan
- Leon Campher, ASISA
Options for setting up Irish funds and available structures, comparative advantages of Ireland vs. other jurisdictions
- Rob Childs, Prescient
- Meagen Burnett, Prudential Asset Managers
- Keith Parker, Link Asset Services
- Kim Gibb, Catalyst Fund Managers
- Gayle Bowen, Pinsent Masons
MiFID 2, ESG, Real Assets, ILP, South African Funds listed in Dublin
- Brian Kelliher, Dillon Eustace
How to distribute in Europe, distribution of Irish Funds to South Africa and global distribution trends.
- Eimear O'Dwyer, Maples Group
- Richard Murray, Sanne
- Thomas van Heerden, Sanlam
- John Grundy, Northern Trust
- Brian Lavery, PwC
- Kieran Fox, Irish Funds
Richard is J.P. Morgan’s Head of Investor services for Sub Saharan Africa.
Richard is a member of the JP Morgan’s regional , Sub Saharan Africa, management committee.
Richard Joined J.P. Morgan in October 2010 from BNP Paribas where he was responsible for coverage across the UK Offshore islands for clients in a global capacity. He was also a key person for BNP Paribas Securities services and associated business across Jersey, Guernsey and the Isle of Man.
Prior to that, Richard fulfilled and number positions across HSBC Bank International and HSBC Investment bank / Simpson Mckie , South Africa. He gained experience in managing discretionary equity mandates for HSBC private client stockbroking business and advising on portfolios for HNWI when based in Jersey , Channel Islands.
Richard holds a Bachelors degree in Commerce from the University of Stellenbosch and an MBA from The Graduate School of Business at the University of Cape Town.
Rob is Head of International for Prescient Fund Services (Ireland) Limited and is based in the London office with responsibility for new business, as well as working on strategic initiatives. He started his career at Goldman Sachs in Global Operations and later worked for Deutsche Bank in Futures & Options, Barclays Capital in Derivatives Prime Brokerage and Wells Fargo in Global Fund Services, where he was head of European Business Development and Client Relations within the Institutional Investor Services group.
He has also worked for a small number of independent companies and as a management consultant to banks and investment managers. Rob holds an Executive MBA from London Business School.
Keith Parker is the Head of Business Development for Link Asset Services, responsible for managing the growth of both its management company (ManCo) and administration offerings out of Ireland.
Keith previously worked for Koger, a provider of fund-administration software solutions, where he was responsible for business development.
Link Asset Services is part of Link Group, a leading global provider of financial administration solutions.
We work in partnership internationally with almost 7,000 clients including asset managers and investors, business managers, asset owners, trustees, issuers and borrowers. As one of Europe’s leading asset servicing platforms, Link Asset Services interacts with almost 6m investors, administering and safeguarding £600bn of assets across 10 highly regulated markets.
Gayle is a head of the Irish Asset Management and Investment Funds Group of Pinsent Masons, an international law firm with 24 offices across 4 continents. She has over 16 years' experience advising prominent international asset managers in relation to all aspects of Irish regulated UCITS and alternative products and has a particular expertise in relation to cross border mergers. She advised on the first re-domiciliation of a Jersey fund into Ireland and on the cross border merger of two money market fund platforms, which was one of the first mergers effected under the UCITS IV procedures and was one of the largest European cross-border fund mergers. Gayle also provides AIFMD advice to offshore managers looking to sell into Europe. Gayle is the outgoing Chair of the Irish Funds Legal & Regulatory Committee and sits on the Irish Funds Brexit Steering Group, which liaises with the Central Bank, the Irish Government and European bodies to represent the interests of the Irish funds industry. Gayle holds a master's degree from Oxford University.
Brian is a highly experienced adviser on Irish financial services law focusing on asset management and investment funds, derivatives, foreign fund registrations, investment services, and regulatory and compliance.
His investment funds practice covers all fund product types – from traditional UCITS, ETFs, money market funds and alternative UCITS to the full spectrum of Alternative Investment Funds (AIFs). He advises on product design, authorisation, contract negotiation, marketing, migration and all applicable regulatory and compliance matters.
Brian advises on Irish-regulated investment services, including establishment and authorisation and ongoing regulatory and compliance matters.
His clients include leading worldwide asset managers and credit institutions, UCITS, UCITS management companies, AIFs, AIFMs, ETFs, administrators, depositories, investment managers, investment advisers, brokers/intermediaries and other financial services firms.
Brian is a former member and chairman of the Legal and Regulatory Committee of the Irish Funds Industry Association (IF) and is currently a member of the IF UK Distribution Working Group. He is a member of the Company Law Review Group, an Irish statutory body established to advise the Minister for Jobs, Enterprise and Innovation on matters concerning company law.
Eimear is a partner in the Maples Group's Funds & Investment Management team in Dublin.
She advises on the establishment, ongoing operation and regulation of all types of UCITS and AIFs, including hedge funds, fund of funds, master feeders, managed account platforms and bespoke structures.
Eimear has significant experience advising in the areas of alternative UCITS and managed account platform structures.
As Director, Product Development - Hedge, Richard is responsible for developing the hedge product and its business globally.
Richard previously led SANNE’s regulated South African collective investment scheme third party management company.
Prior to joining SANNE Richard spent 14 years with Morgan Stanley and Bank of America Merrill Lynch in London, where he attained extensive banking experience with primary involvement in equity finance product development and delta-one and securities financing sales.
Richard is a qualified Chartered Accountant CA (SA).
Kim joined the Catalyst team in 2015. She is a qualified Chartered Accountant CA (SA). She studied at the University of Cape Town and completed her articles with KPMG. After her articles, she worked as an audit manager at KPMG in Cape Town, servicing the Investment Management and Funds industry.
John Grundy joined Northern Trust’s alternative business development team in London in 2007. In 2012 he was promoted to Senior Vice President to lead as Head of Alternative Business development , John focuses on the alternative sector including Fund Of Hedge Funds, Hedge Funds, Private Equity clients across EMEA. Northern Trust supports a wide array of asset managers with funds domiciled in Ireland, Luxembourg, UK, Cayman and Guernsey
John joined Northern Trust from Thomson Reuters where over his tenure he held a number of roles focusing on the front and middle office of the buy side with a particular focus on the alternatives sector .
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.
Responsible for implementing the overall ASISA and ASISA Foster the Future strategies as mandated by the ASISA Board of Directors. Represents ASISA around the negotiation table with Government, the policymaker and the regulators. Also represents ASISA at Board level on several local and international organisations.
He was instrumental in the formation of ASISA and was appointed CEO on 1 October 2008. Prior to that, Mr Campher played an important role in the formation of the Investment Management Association South Africa (IMASA) where he served as CEO until 2008.
Mr Campher has experience in investments and portfolio management, having previously worked at Old Mutual in various positions. In 1985 he left Old Mutual to form Syfrets Managed Assets where he was Portfolio Manager and CEO.
In 1993 Leon Campher left Syfrets and was one of the founding members of Coronation where he was CEO of Coronation Fund Managers and Executive Director of Coronation Holdings. During his time with Coronation he was one of the founders of African Harvest and served as a Director of African Harvest.
Meagen joined Prudential as Chief Operating Officer in August 2011. She began her career with KPMG in January 1997 and moved with their Information Risk Management department to London in 2000. In 2001, she moved to Goldman Sachs as a senior associate in their Management Controls Division. In 2003, she joined JP Morgan; initially as an audit partner in their General Audit Division and subsequently as business manager in Investment Banking Operations. In 2009, she moved back to South Africa with JP Morgan, where she was the Head of Operations for their Investment Services Division.
Meagen is a member of the Prudential Portfolio Managers (SA) (Pty) Ltd. Board, Fair Value Committee, New Product Committee and IT Risk Committee. She is also an attendee of the Prudential Investment Managers (SA) (Pty) Ltd. Board as well as the Board Audit, Risk and Compliance Committee.
Thomas van Heerden (South African) is currently the Chief Operating Officer of Sanlam Investments, a position he has held since 1 January 2016. He joined Sanlam Investment Management in 2002 as the Head of Information Technology and was thereafter appointed Head of Investment Operations in 2005.
Following the acquisition of the Satrix business by Sanlam Investment Management in October 2012, Mr van Heerden was appointed as CEO of that business.
Prior to joining Sanlam, Mr van Heerden initially worked as a management consultant and later spent seven years in the USA, five of which as a partner in an IT consulting company. Mr van Heerden holds a Ph.D. Engineering from the Cambridge University and a Civil Engineering from Stellenbosch University.
Brian is an international tax senior manager on the PwC Dublin Asset & Wealth management team and specialises in the cross border issues impacting asset managers operating on a global basis, including the tax efficient structuring of investment funds, tax efficient structuring of investments and the investor and LP level considerations arising as a result.
Brian specialises in the alternative asset management space and advises some of PwC’s largest private equity, loan origination and private debt clients. In addition, Brian has extensive experience in European investor tax reporting, specifically with regard to the UK investor reporting regime.
Brian spent two years with the PwC Chicago International Tax team and in this role assisted a large number of asset management clients in establishing Irish operations, including providing assistance with navigating the Irish, US and global tax issues on establishment, along with the annual Irish tax requirements arising thereafter.
Brian is a Chartered Tax Advisor.