Los Angeles Irish Funds Breakfast Update
The Irish Funds Los Angeles Breakfast Update will be taking place Tuesday, 10 October.
Topics covered in this seminar will include the latest developments on Brexit, updates on regulation (CP86, ILP and Delegation) and the impact of MiFID II on US asset managers. Further information and agenda details are available using the tabs below.
Pat Lardner, Irish Funds
Colin Farrell, Pwc
John Aherne, A&L Goodbody
- Dan Forbes, DMS
- Elizabeth Greenwood, Tennenbaum Capital
Tara Doyle, Matheson, Chair, Irish Funds
Pat Lardner joined Irish Funds as Chief Executive in April 2012. He has over twenty five years’ experience in the global asset management industry and has held executive/leadership positions in Ireland and overseas with firms managing a broad range of both traditional and alternative investment strategies. Pat is an active participant on all significant Government sponsored groups relating to funds in Ireland, is a member of the Board of the European Fund and Asset Management Association and is an Advisor to the Asset Management Association of China’s International Partners Committee. He is a past Council Member of the Irish Association of Pension Funds and a former Director of both the Irish Association of Investment Managers and the International Investment Funds Association. He attained honours undergraduate and postgraduate degrees from University College Dublin.
John Aherne is a senior associate in the Asset Management & Investment Funds Group at A&L Goodbody. John advises on the establishment, authorisation, operation and maintenance of Irish regulated funds across the UCITS and AIF product spectrum. He also advises on regulatory issues impacting asset managers more generally. Prior to joining A & L Goodbody, John was a senior counsel with HSBC Global Asset Management in London and was a senior associate in the London investment funds group of Eversheds LLP. John is a member of the Irish Funds MiFID II Working Group and the EFAMA Distribution and Investor Protection Working Group.
Joining DMS in August 2016, executive director Daniel Forbes heads the company’s New York office, where he oversees business development and client relations across multiple product lines, including offshore and European solutions for both traditional and alternative asset managers. With an extensive background in AIFMD, UCITS products and other alternative investment vehicles, Forbes will play a key role in helping DMS enhance both onshore and offshore governance capabilities. Previously, Forbes served as an attorney in the Asset Management & Investment Funds group at Dublin-based international law firm Dillon Eustace. While heading the firm’s US Representative Office in New York, Forbes advised US asset managers on the establishment, structuring, financing, public/private distribution and ongoing operation of traditional, hedge, private equity, and real estate funds, within the AIFMD and UCITS framework. Additionally, Forbes spearheaded US business development on behalf of Dillon Eustace, covering all practice areas of the firm’s Irish and Cayman offices, including Banking & Capital Markets, Securitization & Structured Finance, Corporate M&A, and Litigation. Forbes is a regular speaker at industry seminars and conferences, where he frequently discusses the impact of EU regulatory issues on the US asset-management community. Forbes is a member of the North American events committee of the Irish Funds Industry Association. He is a graduate of University College Dublin, and a member of the Law Society of Ireland.
Elizabeth Greenwood is General Counsel and Chief Compliance Officer of Tennenbaum Capital Partners, LLC, an alternative investment management firm focused primarily on credit opportunities with over $7 billion in committed capital under management. She also serves as Chief Compliance Officer and Corporate Secretary for TCP Capital Corp., a publicly traded business development company (NASDAQ:TCPC). Prior to Tennenbaum, Ms. Greenwood served as General Counsel and Chief Compliance Officer at Strome Investment Management, L.P. Prior to Strome, she worked at portfolio companies funded Pacific Capital Group, including Global Crossing Ltd., where she served in various roles from inception through bankruptcy. Ms. Greenwood began her legal career as an associate at Stroock & Stroock & Lavan LLP. Ms. Greenwood is a member of the California State Council of the Humane Society of the United States. She received a J.D. from Stanford Law School and a Bachelor of Business Administration with highest honors from The University of Texas at Austin.
Tara Doyle is a partner in the Asset Management and Investment Funds Group at Matheson. She practices financial services law and advises many of the world’s leading financial institutions, investment banks, asset management companies, broker-dealers and corporations carrying on business in Ireland or through Irish vehicles. Tara has extensive experience in advising a wide range of domestic and international clients on the structuring, establishment, marketing and sale of financing and investment vehicles and products in Ireland and other jurisdictions. In particular she specialises in advising on the legal and regulatory issues surrounding the establishment of private and public investment funds, the structuring, offer and sale of investment instruments and investment products, the provision of investment advice and other financial services and the public issuance of equity and debt securities.
Tara is a current member of the Council of the Irish Funds Industry Association Limited (Irish Funds). She has spoken at a number of international financial services conferences, including Irish Funds' seminars in Milan, Frankfurt, New York, Boston, Hong Kong, Tokyo and Singapore and has contributed articles to financial services and investment industry journals. Tara is a member of both the Irish Funds' Money Market Fund Taskforce and Marketing Committee.
Colin is an international tax director in PwC Ireland's asset & wealth management practice. Colin regularly advises on the taxation implications of cross-border investment structures. He has a vast amount of experience advising international clients on the tax efficient structuring of a range of traditional and alternative asset classes in multiple jurisdictions. Colin also works closely with global asset managers in the structuring of their corporate operations.