Irish Funds Hong Kong Seminar - June 2019
Irish Funds is delighted to confirm the Hong Kong Seminar on Monday, 24 June in Eversheds Sutherland offices.
Conor O'Mara, Jefferies
Paul Moloney, Eversheds
A deep dive into Distribution across Europe and Asia
- Michelle Lloyd, Maples Group
- Caroline Higgins, Northern Trust
- Melody He, CSOP Asset Management
- Katherine Quinn, BosValen Asset Management Limited
- Adeline Tan, Mercer Hong Kong
Conor O'Mara, Jefferies
Conor is local representative for the Irish Funds Industry Association Limited in Hong Kong and is also a Managing Director at Jefferies Inc. He is former Chairman of the Irish Chamber of Commerce of Hong Kong and heads up the Financial Services Committee of the ICC. He has 19 years’ experience in Asian investments, starting out his career at Kleinwort Benson Investment Management as a global equity portfolio manager in 1994, focused on Japan. KBIM subsequently became RCM. From 2000-2005 he was one of the founders, a partner and senior analyst at Europe’s first independent research firm, Arete Research. In 2005 he got seeding for, launched and managed the Dublin- quoted HSBC Global Technology Alpha fund, a long short hedge fund focused on Asian technology, and subsequently ran similar strategies at Balyasny Asset Management and Morgan Stanley Strategic Investment Group until 2011, when he joined Jefferies as Head of TMT Specialist Sales Asia Pacific. Conor has a first class honours in International Marketing & Languages from Dublin City University and an MSC in Finance from London Business School.
Paul is a partner in the investment funds and asset management team. He has extensive experience in advising clients on the establishment of and listing of investment funds in Europe and in offshore jurisdictions. Paul advises clients on Hong Kong licensing and regulatory matters. He has also advised clients on their marketing material, websites and on the cross border distribution of funds. Paul has acted for investors investing into private equity funds and negotiates the terms of investment.
Paul has advised funds with respect to the utilisation of RQFII and QFII quota in China (including the negotiation of QFII custody agreements) and the application of the Shanghai-Hong Kong Stock Connect Scheme. Paul has also advised fund managers in Asia on the impact of AIFMD including advice on the consequences of being appointed an AIFM, marketing under AIFMD and the impact of the AIFMD rules on remuneration.
Paul advised the Hong Kong subsidiary of a leading Chinese asset manager on the establishment of the first RQFII UCITS fund and has advised a number of leading Indian fund houses on the establishment of both their Irish and Cayman funds.
Paul has extensive experience in advising on the establishment of UCITS funds in Ireland and on negotiation of all related contractual agreements. Paul advises clients on all aspects of compliance with Central Bank of Ireland requirements.
Michelle is a partner and head of the Irish desk in Maples and Calder's Hong Kong office, where she provides full service Irish funds solutions to the firm's Asian client base from a more convenient time zone. Michelle has broad experience advising on the establishment, authorisation and operation of various types of UCITS and non-UCITS regulated funds, with a particular recent focus on Brexit structuring and advising on AIFMD implementation and compliance.
Michelle joined Maples and Calder in 2010 and became a partner in 2018. Prior to that, she was with a leading Irish corporate law firm for six years which included a secondment to an asset manager in Paris. She speaks regularly at industry conferences on UCITS and AIFMD issues and is a representative for Irish Funds in Asia. Michelle holds a Bachelor of Civil Law and a Masters in Commercial Law from University College Dublin.
Caroline Higgins is a Senior Vice President, responsible for Global Fund Services Asia, based in Hong Kong. This includes; the Investment Operations Outsourcing (IOO), Fund Administration and Client Service teams responsible for servicing Northern Trust's asset management clients in the Asian region.
Prior to joining Northern Trust in 2016, Caroline held senior leadership, product & client management positions within Asia, Europe and Australia. She was at Brown Brother Harriman (BBH) in Hong Kong, where she was the head of the Transfer Agency function across Asia, which included the deployment of the Global Service model. Prior to BBH, Caroline spent 9 years working for State Street in Ireland, Australia and Hong Kong in the local and off shore Fund Services business focused on client & operational excellence. In addition, she has worked with RBC Global Services, UBS Brinson and Citibank in Australia. Caroline is the current Chairperson of the ALFI Asia TA & Distribution committee, an active supporter of the Irish Funds Association and holds a Type 1 License for the Securities and Futures Commission in HK.
Caroline received a Diploma of Management from the Australian Institute of Management, Sydney
Katherine Quinn is a Founding Partner and the Chief Operating Officer (COO) of BosValen Asset Management Limited. Katherine has more than 17 years' experience in the alternative investment industry. At BosValen, Katherine is responsible for all business management functions, including middle and back office operations, legal, compliance, financial control, marketing & investor relations.
Prior to joining BosValen, Katherine was COO of HT Capital Management Limited from 2013-2014. Prior to that she was with DragonBack Capital Limited as COO from 2011-2013, and Head of Operations from 2008-2011. As COO of DragonBack she oversaw all non-investment related functions, including compliance, financial control, middle and back office operations, IT and HR.
Katherine started her career with Fortis Prime Fund Solutions (2002-2008) working in their UK and Hong Kong offices firstly in fund accounting and then business development and relationship management.
Katherine has held the Chartered Alternative Investment Analyst (CAIA) designation since 2010. She graduated in 2002 with an Msc(Econ) in International Relations, and in 2001 with a Bsc(Econ) in International Politics, both from the University of Wales.
Adeline joined Mercer Hong Kong in 2014 as the Head of Investment Advisory and later expanded her oversight to include Retirement Advisory within Mercer’s Wealth business.
As Mercer’s head of Advisory, she led the consulting team in serving clients on asset and liability matters, and was responsible for client delivery and growing the technical capabilities of the team. Prior to joining Mercer, she was with another leading consulting firm for 12 years and she began her career advising large UK pension schemes on the funding and risk management of their liabilities. In the same firm, she was seconded to the Shanghai office and gained experience in the region.
Later she returned to the UK to specialize in development of long-term investment strategy, asset-liability studies, dynamic de-risking and portfolio construction matters. She then focused on delivering whole-fund investment solutions to clients that opted to delegate a greater part of their investment processes.
Adeline is a graduate of the Business School at the University of Warwick, UK, and is a Fellow of the UK Institute of Actuaries.