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Chicago, US Road Show 2015

The IFIA and its members organise informative seminars in cities around the world. Registration for these events is free to all attendees. The IFIA advises the local fund specialists of the latest developments on topics related to their market and the Irish fund sector.

The IFIA North American Chicago Investment Seminar takes place on 9th March 2015.

The seminar will focus on the type of products that can be domiciled in Ireland with emphasis on UCITS Funds, including Money Market Funds and ETFs, and Alternative Funds. A panel of industry experts will also provide an update on regulatory changes impacting Irish focus such as AIFMD, UCITS V and VI, the ICAV and new Loan Origination regulation.

University Club of Chicago, 76 East Monroe Street, Chicago, IL 60603
9 March 2015
15:00 - Registration opens
15.30 – 15:45 - Welcome

Pat Lardner, Chief Executive Officer, IFIA

15:45 – 16:30 - Product / Distribution Panel


  • Paul Heffernan, Senior Vice President, Northern Trust


  • Chris Crawshaw, Chief Executive Officer, Advisory Research, Inc.
  • Kevin English, Chief Operating Officer, Brookfield Investment Management Inc.
  • Scott Craven Jones, Director, Carne Global Financial Services (US) LLC

16:30 – 16:50 - Special Address

Last year Shanghai Hong Kong Stock Connect Scheme was launched providing a new access point for investment into the Chinese Security Markets. Hong Kong Exchanges will provide an introduction to the Scheme which has generated significant interest from Irish Managers

Tae Yoo, Managing Director, Client Business Development & FIC Development Global Markets Division, Hong Kong Exchange & Clearing (HKEx)

16:50 – 17:40 - Regulatory


  • Tara Doyle, Partner Matheson


  • Ross Stoeterau, Vice President and Assistant General Counsel Legal Department, Nuveen Investments
  • Chris Jackson, Senior Vice President & General Counsel, Calamos Investments
  • Paul Nunan, Managing Director , Capita Financial GroupDonal O’Sullivan, TAX Partner, EY

17:40 - Closing Remarks

Pat Lardner, Chief Executive Officer, IFIA

17:45 – 19:30 - Networking Drinks
Tae Yoo
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Tara Doyle
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Pat Lardner
Irish Funds
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Barry O’Dwyer
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Ross Stoeterau
Nuveen Investments
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Christopher Jackson
Calamos Investments
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