Johannesburg Seminar April 2019
The Irish Funds Johannesburg Seminar will be taking place on Tuesday, 9 April 2019.
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.
- Marc Hussey, JP Morgan
- H.E. Liam MacGabhann, Ambassador of Ireland to South Africa
Options for setting up Irish funds and available structures, comparative advantages of Ireland vs. other jurisdictions
- Robert Childs, Prescient
- Keith Parker, Link Asset Services
- Karl Gevers, Benguela Global Fund Managers
- Brian Lavery, PwC
- 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
- Brandon Zietsman, Portfoliometrix
- John Grundy, Northern Trust
- Kieran Fox, Irish Funds
Marc Hussey is the joint Senior Country Officer and head of Corporate Banking for Sub-Saharan Africa (SSA). He is responsible for building out Corporate Banking coverage platforms and working with key product partners across Treasury Services, Trade Finance, Investment Banking, Global Emerging Markets, and Financial Institutions Client coverage to grow J.P. Morgan’s franchise in the region. Clients include multinational subsidiaries as well as large local corporate, financial intuitions and state owned companies in the region.
Marc has been with the firm for 21 years and has a wide product and geographical knowledge spanning Debt Capital Markets (DCM), Fixed Income, Equity Capital Markets (ECM), and Securitization. He was previously responsible for DCM origination and derivative marketing, covering sovereign and corporate clients in Central Asia and South Africa, based in London and in Johannesburg.
Marc began his career as a lawyer at Hawkins, Delafield and Wood specialising in municipal bond finance, based in New York City.
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.
Karl is the Head of Research, director and co-founder of Benguela. Karl has more than 15 years finance and investment experience. Most recently Karl successfully co-managed the equity funds at Mergence Investment Managers (Pty) Ltd. Prior to Mergence, Karl spent 4 years in London where he worked as an analyst at Blue Bay Asset Management Plc (a global asset manager with over US$ 50 billion under management) and Lonrho Plc (Pan-African conglomerate).
Karl holds a BAcc and BCom (Hons) degree and is a Chartered Accountant (SA).
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.
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).
Brandon started his career at Investec in 1994 before joining RMB Fund managers, where he headed up product development. During this time, much pioneering work was done in derivative structuring. In 1997, Brandon additionally assumed responsibility for the sales division and was appointed to the board.
In 1999, Brandon joined Mercury Consolidated Holdings (a boutique financial services firm engaging in specialist derivative structuring, broking and risk management) as a director and co-head of structured products, where a number of global-first products were successfully developed.
Brandon re-joined RMB Asset Management in 2001 as an executive director with responsibility for product development and structuring. The following year he was appointed head of quantitative research before assuming the role of CEO of RMB Unit Trusts, which he held until 2008. During his tenure as CEO, Brandon was a member of a number of FirstRand boards and executive committees.
Brandon was approached by Barclays in 2008 to Head up the Investment and Product Office at Absa Wealth, which included all aspects of investments (as Chief Investment Officer), banking and credit as well as fiduciary services. He was actively involved in the Absa Group strategy on wealth management and remained involved in product support and strategy formulation for the group after his departure on a consultancy basis.
Brandon has been actively involved in the broader industry for many years, having previously sat on the board of the CFA Society of South Africa as well as the board of the then Association of Collective Investments. He frequently participants in industry panel discussions and is a great supporter in advocacy initiatives that promote ethical behaviour in the financial services industry.
In early 2010, Brandon left the corporate environment and founded PortfolioMetrix. He is a CFA® charter holder, a CAIA charter holder and has a Bachelor of Commerce degree and a post graduate diploma in tax law from Wits University.
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.