The Irish Funds Munich Seminar will be taking place on Tuesday, 28 November 2017.
A series of presentations and panel sessions outlining the regulatory and distribution related matters of significant interest to investment managers and the broader industry will be the focus of our seminar.
Further information and agenda details will be added as we finalise our arrangements.
We are also delighted to partner with BAI for this seminar.
Breakfast kindly sponsored by Maples
Kieran Fox, Irish Funds
- Paul Heffernan, HSBC
- Aoife O’Connor, PwC
- Holger Schmid, Baader Bank
- Kieran Fox, Irish Funds
Mark Browne, Dechert
John Collins, ISE
- Adrian Mulryan, Arthur Cox
- Ross Thomson, FundRock
- Kate Clark, KPMG
- Stephan Grimm, LIS
Hans Stamm, Dechert
Frank Dornseifer, BAI
Mark Browne focuses his practice on fund advisory work, including the structuring, establishment and operation of UCITS and AIFMD compliant investment funds in Ireland. He has more than ten years of experience in the funds industry and has worked in a number of the key global centres including the Cayman Islands, Luxembourg and Dublin. This international experience is of particular assistance when advising international managers familiar with offshore structures.
Recent representations by Mr. Browne include advising a range of asset managers and service providers on the impact of the AIFMD and the establishment of new qualifying investor alternative investment funds (“QIAIFs”), as well as UCITS, and their registration for pan European distribution. Mr. Browne is a frequent author and speaker and is recommended as a leading investment funds lawyer by The Legal 500 and Chambers Europe. He is a representative of the Irish Funds Industry Association’s distributions and marketing industry working groups.
Ross joined FundRock Management Company S.A. (“FRMC”) (at the time RBS (Luxembourg) S.A.) in June 2013, responsible for the oversight of the Administration function. Soon after joining FRMC, the due diligence and distribution functions were also moved under his supervision, closely followed by Investment management and depositary oversight, completing the suite of delegated functions. Over the years, Ross has increased the distribution services FRMC can offer their clients focusing on distributors due diligence and distribution networks. In September 2016 Ross moved to Ireland to set up and manage a branch of the management company in Dublin. This was a strategic decision to expand FRMC’s offering to a second jurisdiction in Europe and to become part of the thriving Irish market. Prior to joining FundRock, Ross worked in the hedge fund administration sector for 13 years before moving to the management company sector. Ross spent 10 years at Citco Fund Services both in Luxembourg and Toronto and held the position of Head of Operations. In addition to this, Ross also held a senior position in IFS / State Street in Toronto before returning to Luxembourg. Ross holds a BA (Hons) in Business Studies and a MSc (Econ) in Finance and Investment Management from the University of Aberdeen. Ross has also been approved by the Luxembourg Regulator as a Conducting Officer and non-executive Director.
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.
Managing Director of Bundesverband Alternative Investments e.V. (BAI), the German advocacy organization for the Alternative Investment industry. He has been active for more than 17 years in various functions in investment management, capital markets and corporate law. He studied law at the universities of Bonn, Dublin (Trinity College) and Lausanne. After admission to the German Bar in 2000 he practiced various years as attorney in an international law firm in the field of corporate and securities law before joining the German Financial Regulator BaFin as deputy head of the policy unit within the investment management department. In this function he also represented BaFin in the Investment Management Committee of IOSCO. Mr. Dornseifer frequently publishes articles both on investment and corporate law and he is co-editor of legal commentaries on the German Investment Act and on the AIFM Directive. The finance committee of the German Bundestag, the EU commission and the European Parliament denominated him several times as expert on capital market law. Mr. Dornseifer gives frequently speeches at national and international conferences on investment and regulatory topics.
Aoife is a Director in the Asset & Wealth Management assurance practice specialising in assisting clients with a wide range of international funds administered in Dublin. Aoife is a Fellow of Chartered Accountants Ireland. Aoife is a member of the PwC Global ETF specialist team, with vast experience in this sector. Aoife joined the PwC Jersey office in 1999 and stayed there for over 2 years where her clients included a number of international banks, governmental departments and some commercial clients. She then moved to the PwC New York office in 2003 where she worked on large registered funds groups. Since her move back to Dublin in 2006, she has worked on onshore and offshore funds specialising in ETF funds and hedge funds, many of whom have complex structures and policies, and who utilise US GAAP, Irish GAAP and International Financial Reporting Standards and are promoted by both European and US investment managers.
Paul Heffernan is Head of Cross Border Sales for HSBC Securities Services in Europe. Prior to joining HSBC in 2016 he was a global funds business sales executive at Northern Trust, with a focus on the European markets, and has 18 years’ experience in the investment funds industry. Prior to joining Northern Trust in 2011, he worked at the Bank of Ireland Securities Services where he held a variety of roles in the asset servicing business.
In his current role Paul provides guidance to international fund managers on European & offshore traditional and alternative investment structures, including mutual funds, exchange-traded funds (ETFs), hedge funds and fund of hedge funds. He has significant expertise in both UCITS and non-UCITS fund products, specialising in cross border activities of the investment funds industry. Additionally, Paul is recognised as a pioneer in the ETF asset servicing industry across EMEA.
More recently Paul has been involved in developing significant enhancements to cross border fund distribution capabilities, working with industry bodies to develop the UCITS product and developing a footprint in the APAC region.
Paul holds a first class honours MBA in Finance from Smurfit UCD Business School and a Bachelor Degree in Economics & Finance from the University of Limerick.
Holger went to University in Paderborn and Dublin City University and holds a Master Degree in Business and Administration. He spent his professional career as sales and trader in listed derivatives, sales for structured products – including structured funds - and sales for ETFs, working most of his career for Hypovereinsbank/ Unicredit and Baader Bank. In the field of ETFs Holger was responsible both at INDEXCHANGE as well as Source for the market entrance in Germany and Austria. Over the years he has been a frequent speaker at various ETF conferences across Europe.
Kate is a Director in KPMG’s Audit and Advisory practice specialising in providing assurance services to the Asset Management Sector. Kate has over 15 years experience having started her career in KPMG Dublin in 2002. In 2007 Kate moved to the KPMG Sydney office where she spent three years in the banking audit practice. In 2010 Kate returned to KPMG Dublin where she has spent the last seven years providing audit and assurance services to funds, asset managers, fund management companies, administrators and other fund service providers. Most recently Kate spent eight months on secondment with the Central Bank of Ireland assisting them with their preparations for MiFID II implementation.