Chicago Seminar March 2019
The Irish Funds Chicago Seminar on Monday, 11 March will be held in The University Club Chicago, 76 E Monroe St, Chicago, IL 60603, USA.
This seminar will be of interest to all those involved in the investment funds industry and the agenda will feature panel discussions and presentations on global macroeconomic trends, fund distribution & market access in Europe and information on the structures and features available to asset managers using Irish-domiciled funds.
- Brian Forrester, Chairperson Irish Funds, Deloitte
- Brian O’Brien, Consul General of Ireland, Chicago
- Carl Tannenbaum, Northern Trust
- Brian Lavery, PwC
- Michael James, Nuveen
- Tony Spratt, McCann Fitzgerald
- Siobhán McBean, Arthur Cox
- Colin Feely, Grant Thornton
- Lorcan Murphy, Acolin
- David Skelding, Spokes Advisory
- Anne Marie Thurston, Nuveen
- Paul Nunan, Link Fund Solutions
- Kieran Fox, Irish Funds
Kindly sponsored by Northern Trust
Brian is a Partner in the Financial Services Audit team at Deloitte. His primary expertise is in the delivery of audit and advisory services to clients in the investment management industry. Brian has over 18 years experience in the area and has worked in three key investment management jurisdictions, namely Ireland, the Channel Islands and Grand Cayman. Brian has led a number of risk and operational reviews across the sector and has extensive experience of due diligence projects for large transactions.
Consul General Brian O'Brien was appointed Consul General of Ireland to the Midwestern United States in December 2016. He is Ireland's 22nd Consul to the region, since the office opened in 1933.
Brian completed a Law Degree (LLB) in Manchester, England in 2001. After graduation, he spent two years teaching in the Japanese High School system in Shizuoka prefecture Japan on the Japan Exchange and Teaching (JET) programme. Brian joined HSBC bank's graduate programme in 2004 and worked in various locations including London and Istanbul. He also completed a degree in Financial Services while working for HSBC.
Brian joined the Department of Foreign Affairs and Trade in 2006. He was part of the team that established a bilateral cooperation programme and set up Ireland's first Embassy to Malawi in East Africa (2007-2012). He also served in Ireland's Embassy to New Delhi, India (2010-2012) which was also accredited to Nepal, Sri Lanka and Bangladesh.
Brian has had a number of roles in DFAT Headquarters including working on UN issues, Human Rights and Trade. Prior to assuming post in Chicago, Brian was deputy Director of the Asia Pacific unit in Dublin.
Carl Tannenbaum is the Chief Economist for The Northern Trust. In this role, Mr. Tannenbaum briefs clients and colleagues on the economy and business conditions, prepares the bank’s official economic outlook and participates in forecast surveys. He is a member of the bank’s investment policy committee, its capital committee, and its asset/liability management committee.
Mr. Tannenbaum publishes weekly commentaries and is frequently interviewed by media outlets such as The Wall Street Journal, Bloomberg, and Reuters. Prior to joining Northern Trust, Mr. Tannenbaum spent four years at the Federal Reserve, where he led the risk section. He was deeply involved in the central bank’s response to the 2008 financial crisis, helped to create and conduct its stress testing program, and advised senior Federal Reserve leaders on developments in banking and the financial markets.
Mr. Tannenbaum began his career in banking at LaSalle Bank/ABN AMRO, a global banking organization with $1 trillion in total assets. He served for more than 20 years there as the organization’s Chief Economist and Head of Balance Sheet Management.
Mr. Tannenbaum is a member and past Chairman of the American Bankers Association’s Economic Advisory Committee, the National Association for Business Economics, the Conference of Business Economists, and the North American Asset/Liability Management Association. Mr. Tannenbaum also serves on the Board of Working in the Schools (WITS), a literacy organization that supports the Chicago Public Schools.
Mr. Tannenbaum holds an M.B.A. and a B.A. in finance and economics from the University of Chicago.
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.
Michael James is Vice President and Associate General Counsel – International with Nuveen in Chicago. Nuveen is a multi-boutique investment manager with over $900 billion under management and provides specialized investment solutions through its affiliates, including Nuveen Asset Management, Symphony Asset Management, NWQ Investment Management, Santa Barbara Asset Management, Winslow Capital Management, Teachers Advisers and Gresham Investment Management. Nuveen’s International Legal team has responsibility for legal and regulatory issues related to product development, sales and distribution, corporate governance and regulatory affairs outside the United States
Michael has over a decade of experience working as legal counsel with international asset managers, having previously been based in London with Man GLG and Lazard Asset Management and prior to this training with Simmons & Simmons. Michael has advised on issues involving EU registered funds (UCITS), alternative funds subject to AIFMD, and investment management agreements involving institutional investors, including sovereign wealth funds. Michael qualified as a Solicitor in England and Wales and is admitted to the Bar in Illinois.
Tony advises clients on the structuring and establishment of every type of Irish fund, with particular expertise in the alternative fund sector. He provides advice on regulatory and structural issues related to the establishment process of investment funds, including hedge funds, UCITS (using both traditional and alternative strategies) and structured products.
Tony is head of McCann FitzGerald’s Listing department and has extensive experience of listing investment funds, debt and other specialist securities on the Irish Stock Exchange.
He is also involved in advising on the authorisation of investment business firms, particularly alternative investment fund managers, UCITS management companies and fund administrators, in Ireland.
Siobhán McBean is a senior associate in the Asset Management and Investment Funds Group at Arthur Cox.
Siobhán advises on all legal and regulatory issues relating to the establishment and structuring of investment funds in Ireland, including UCITS, QIAIFs, ICAVs, hedge funds, property and real estate funds, loan origination funds and private equity funds. She also advises fund managers and other fund service providers in relation to establishment, authorisation and regulation in Ireland.
Colin has over 20 years’ of experience providing assurance services. Colin joined Grant Thornton in 1999 and was appointed partner in 2001, having previously worked as a manager in a Big Four firm specialising in insurance.
Colin was recently appointed the head of the financial services audit practice in order to develop the firms capabilities in asset management, aviation, banking, insurance and the greater regulated space. This investment in resources and capabilities was driven by Mandatory EU Audit rotation. Grant Thornton has become a service provider of choice for many large Public Interest Entities (“PIE’s) as they navigate through a significant period of change.
He has extensive audit experience in Ireland and the United Kingdom with clients in the financial services industry including asset management, banking and insurance. Colin has worked on large audit and advisory engagements throughout his career which included a global dimension and consequently required significant global collaboration.
Upon graduation from Cornell Law School, David Skelding began to work with Lord, Bissell & Brook (now Locke Lord, an AmLaw 100 law firm). His work consisted of giving effective and practical advice to entrepreneurs and C-suite executives under the high-pressure circumstances characterizing M&A transactions and public offerings. David was elected equity partner of the firm. He represented a number of investment advisers and broker-dealers, developing an expertise in securities regulatory and compliance matters.
In 1998, David joined Christian Brothers Investment Services, Inc. (CBIS) as General Counsel. During his 20 years at CBIS, he served in a variety of other C suite roles: VP of Client Service, Chief Compliance Officer and, for five years, Head of Distribution. At CBIS, David demonstrated strong leadership skills, while developing high-performance teams and building a culture of excellence and accountability. During his last year as Head of Distribution, CBIS hit its then high water mark for new investment mandates.
Through Spokes Advisory, David continues to serve as CBIS’ principal outside counsel. He is a director of CBIS Global Funds plc, a UCITS fund domiciled in Ireland.
David has served on a variety of not-for-profit boards. He spent three years as chief executive of a small not-for-profit. He currently serves as a director of Recovery on Water, Inc., a rowing team for breast cancer survivors, and as chair of the development committee for the Lumen Christi Institute.
Anne is a Managing Director and Channel Manager for Nuveen’s Global Strategic Relationship Team. She is responsible for strengthening and growing Nuveen’s relationship with key global strategic partners. She is also charged with identifying investment opportunities across sponsor platforms, discretionary mandates/sub-advisory placements, and oversight of home office efforts across the Global and NRC channels.
Prior to joining Nuveen in 2003, Anne held similar business development and relationship management roles at Van Kampen Funds and ING Financial Advisers.
Anne has over 19 years of industry experience and earned her bachelor of science degree from the University of Illinois at Urbana-Champaign. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Paul Nunan is Managing Director at Link Fund Solutions in Ireland. Paul was involved in setting up the business for Link in March 2006. Link Fund Solutions currently manage and administer over €100bn in assets and support over 100 investment managers.
Prior to joining Link Paul held senior positions in various fund administration companies and has over twenty two years' experience working in the funds industry. Paul is a qualified accountant.
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.