London Alternative Investments Seminar
Irish Funds is holding its annual London Alternative Investment seminar on Thursday, 14 April, at The May Fair Hotel on Stratton Street. This event brings together prominent industry speakers to discuss current issues, challenges and opportunities facing the alternative investment funds industry. The event will consist of a mixture of panel sessions and speakers including representatives from the Central Bank of Ireland, asset managers, audit firms, service providers and legal counsel.
Come join us and see why Ireland is the number one partner of choice for the alternative investment funds industry.
Eibhlin Johnston, Vice President, Business Development Trust & Fiduciary Services, J.P. Morgan
Kieran Fox, Director of Business Development, Irish Funds
Sheenagh Gordon-Hart, Principal at 2020 Regulatory Consulting Ltd
John McGrane, Director General at The British Irish Chamber of Commerce
Douglas Shaw, Chief Operating Officer at Roxbury
- Cillian Leonowicz, Consulting Manager, Deloitte
- Tom Healy, Business Development Director at CalQRisk
- Vikram Kotecha, Assistant Director - Corporate Strategy / FinTech, EY
- Karl Schindler, Head of Content at FundApps
- Olwyn Alexander, Global Alternatives Leader, PwC
- Ted McGrath, Partner, William Fry
- Michael Barr, Partner, A&L Goodbody
- Sean Tuffy, Senior Vice President and Head of Regulatory Intelligence, Brown Brothers Harriman
- Tom Berrigan, Director of Davy Investment Fund Services
- Neil Taylor, Global Head, Trust and Fiduciary Services at JPM
Gareth Murphy, Director of Markets Supervision, Central Bank of Ireland
Followed by Q&A
Moderated by: Niamh Ryan, Resident Partner of A&L Goodbody's
Kieran Fox, Director of Business Development, Irish Funds
Olwyn Alexander is a partner in the audit practice and leads PwC Ireland's alternative asset management practice.
Olwyn spent 6 months working in PwC Dallas and 4 years working in PwC New York specialising in hedge funds, structured products and private equity.
Olwyn co-chaired the AIMA Guide to Sound Practices for Hedge Fund Valuation and was a member of the expert working panel for IOSCO's principles on hedge fund valuations in 2007. She has also presented at numerous global hedge fund conferences and has published a number of articles on alternative investments, in particular on valuation.
Olwyn is a member of the AIMA research committee, a Director of the Society of Investment Analysts of Ireland, the PwC representative on the Alternative Investment Management Committee with the Irish Funds Industry Association and is also a Fellow of the Institute of Chartered Accountants in Ireland. Olwyn obtained her Chartered Financial Analyst qualification in 2003.
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.
Gareth Murphy is responsible for the supervision and regulation of Irish securities markets including the funds, stockbroking and investment management industries. He is a member of the Board of Supervisors of the European Securities and Markets Authority. Prior to joining the Central Bank Gareth was a Senior advisor at the Bank of England. He previously held roles at JP Morgan Chase in London and was co-head of the European Equity Flow Derivatives desk. Prior to this, Gareth was a strategist at Long Term Capital Management and a partner at Castlegrove Capital Management in London.
Gareth graduated from University College Dublin with a BA in Mathematics and Economics. He holds a Diploma in Mathematical Statistics from the University of Cambridge and an MSc in Economics and Finance from the University of Warwick.
Michael Barr is a Partner in the Asset Management & Investment Funds Group at A&L Goodbody and focuses on various aspects of mutual funds law and regulation and on the establishment, authorisation and listing of funds in Ireland. He is currently involved in advising clients on all aspects of both the Alternative Investment Fund Managers Directive and UCITS V as well as related issues. He advises on the setting-up of various types of UCITS and AIF Irish regulated funds. Michael has also set up various unregulated structures. He also works with fund service providers in connection with depositary, administration, prime brokerage and other service agreements. He has extensive experience in the field of fund governance. Michael is a member of the AIF Product Development Steering Group of Irish Funds (the industry representative body) and has served on Irish Funds' committees for over eight years. He has been published on a number of legal topics.
Ted is a tax partner and Head of financial services tax at William Fry Tax, the exclusive Irish member of Taxand, the global tax advisory organisation. He has 20 years experience advising on tax matters impacting Irish and international investment fund structures from plain vanilla mutual funds through to more complex international alternative investment structures. Ted helps clients understand how international taxation impacts on their investments, their financing and fund structures, their investors and their own businesses. He is a regular commentator and speaker on tax issues impacting the investment management industry. Ted is a Fellow of the Institute of Chartered Accountants in Ireland and a member of the Irish Funds Industry Association’s tax committee for 12 years.
Cillian is a Manager within the Deloitte Ireland Financial Services Consulting Practice and has global management consulting experience in the asset servicing space across custody, fund accounting and transfer agency clients.
Specifically, he has helped firms to design and transform their operating models to meet the requirements of the modern asset and fund manager by facilitating the adoption of cutting edge technology for sustainable competitive advantage as well as the roll out of solutions to increase operational effectiveness and capability.
Cillian currently sits on Deloitte’s EMEA FinTech Taskforce and has authored an article “BlockChain – Disrupting the Financial Services Industry” and is currenlty writing an article titled “Disrupting the Transfer Agency” Cillian previously worked for DST Systems leading the Sales Team in Asia.
John McGrane is Director General of The British Irish Chamber of Commerce, a private sector organisation which he co-founded in 2011 to represent businesses with interests in the two islands and their economies. He is a retired financial services professional having completed a 40 year career with the Royal Bank of Scotland / Ulster Bank Group in Ireland. His career has spanned substantial initiatives in the enterprise and corporate sectors, both indigenous and foreign direct investment. He is Founder of NSI Technology, a tech start-up which helps Not For Profits become Not For Losses. He is a Board Director at Dublin Chamber of Commerce and a number of charities.
Tom has over 25 years’ experience in the financial services industry and has extensive knowledge in the area of regulated funds. Tom joined Davy in 1999 and was appointed to the board in 2006. He is a director of Davy Investment Fund Services, a member of the Irish Stock Exchange and of the Institute of Bankers. His current activities include providing advice with regard to the regulatory, structuring and management aspects of Irish regulated investment funds. Tom is a Certified Investment Fund Director through the Institute of Bankers in Dublin. Prior to joining Davy, Tom worked at a director level with Alexander & Alexander and The Aon Group
Niamh Ryan is a Partner in the Asset Management & Investment Funds Group and Resident Partner of A&L Goodbody's London office. Niamh specialises in the establishment, operation and regulation of all types of UCITS and alternative investment funds (AIFs). She also advises fund service providers including administrators, custodians and prime brokers as well as promoters and investment managers. She is currently involved in advising clients on all aspects of the Alternative Investment Fund Managers Directive (AIFMD) and as well as the opportunities presented by the new ICAV vehicle.
Karl Schindler is Head of Content at FundApps, a company which provides cloud-based regulation monitoring to the finance industry. Karl has more than 10 years of experience as a compliance officer, working in both US and European buy-side compliance advisory roles, UCITS and Swiss fund risk-management oversight, and as a consultant on the technical and regulatory capability of portfolio compliance monitoring software tools. He joined FundApps in 2014 after discovering how cloud technology and compliance-as-a-service would transform the way firms ensured they were continuously up-to-date with the latest regulatory changes. FundApps was recently voted on to the Future 50 as well as the FinTech50 - a list of 50 European businesses who are transforming financial services.
Tom heads business development at CalQRisk, a provider of governance, risk and compliance management software to a number of industry sectors, including, asset management, insurance and education. Tom has over 20 years’ experience in the asset management and fund services industries; he co-founded Genii Solutions LLP in 2010 to provide operational/infrastructure consulting services to institutional investors in hedge funds. Prior to that Tom spent 6 years as COO of an asset management firm overseeing $4.5 billion of clients’ assets. Prior to that, he spent 15 years as CEO of one of the largest global hedge fund administrators with assets under administration of over US$100 billion. Throughout his career, Tom has overseen the establishment and management of scalable solutions in both the fund services and asset management businesses. Tom is a Certified Public Accountant and trained at Coopers & Lybrand.
Sheenagh Gordon-Hart is a partner in The Directors Office, serving as an independent director in the asset management sector, and runs 2020 Regulatory Consulting. She is well known as a thought leader on regulation, governance, distribution and product development in the asset management market. From 2001 to 2015 she was Client & Industry Research Executive at J.P. Morgan, advising clients including asset managers, pension funds and insurers on market landscape, regulatory changes affecting their businesses, and policy issues they should engage with. Prior to J.P. Morgan she ran her own investment and distribution consulting business for seven years after gaining experience of portfolio management, marketing and product development in the asset management businesses of Prudential Portfolio Managers, Capel-Cure Myers (ANZ Merchant Bank) and Prolific. She has extensive experience of asset management sectors in Asia, Europe and the US. She is Regulatory Adviser to Fund-Radar, and was instrumental in creating PensionsEurope’s Multinational Advisory Group. She takes a keen interest in innovation in the asset management space.
Douglas has worked in finance since 1987 and in investment management from 1994, specialising in the field of liquid alternatives. He was Head of Derivatives at Gartmore for 8 years and served in several senior roles at BlackRock, also for 8 years. In between, he was the founding Chief Operating Officer of the Children’s Investment Fund. He represented the hedge fund industry to the UK Parliament’s Treasury Select Committee in February 2009 and served on the European board of the Alternative Investment Management Association (AIMA
Neil is a leader and business builder with extensive management experience within various front, middle and back office roles across JPMorgan’s Corporate and Investment Bank. Having originally qualified as a Chartered Accountant, Neil has been with the firm for 16 years, and most recently was responsible for market structure and regulatory initiatives within our Prime Brokerage line of business. Prior to that, he held leadership positions within several of the firm’s strategic initiatives, including the Bear Stearns integration, building and integrating the Prime Brokerage platform into JPMS plc, building and subsequently running the firm’s synthetic prime brokerage platform and integrating European Securities Operations for the Investment Bank. Prior to join JPMorgan, Neil spent time at Lehman Brothers and BZW building and leading Middle Office and Product Control functions. He is based in London.
Vikram is an Assistant Director in the FinTech and Corporate Finance Strategy team at EY. He has nearly ten years of experience in the financial services sector as an advisor to corporate clients, start-ups, private equity, and government organisations. Vikram's areas of expertise include FinTech, traditional and emerging payments, alternative finance and retail banking, across a range of strategic initiatives including commercial due diligence on buy/sell-side transactions, growth strategy development, and new market entry. Vikram joined EY from the Financial Conduct Authority (FCA), and previously worked at McKinsey & Co. as an Expert in the Payments practice. He has an MBA from the University of Chicago Booth School of Business.