New York Breakfast Seminar
The Irish Funds New York will be taking place Friday, 13 October.
Topics covered in this seminar will include the latest developments on Brexit, ILP legislation, CP86 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
Ken Owens, PwC
- Jason Poonoosamy, DMS
- Colman O’Loghlen, Dechert
- Kevin Murphy, Arthur Cox
- Dave Ray, White Oak
- Mike Kirby, KB Associates
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 and board roles in Ireland and overseas with firms managing a full range of traditional and alternative investment strategies. Pat attained his undergraduate and postgraduate degrees from University College Dublin. As well as participating on all significant Government sponsored groups relating to funds in Ireland, Pat is a member of the Board of the European Fund and Asset Management Association. He previously served as a member of the Board of the International Investment Funds Association, is a past Council Member of the Irish Association of Pension Funds and a former Director of the Irish Association of Investment Managers.
Ken has been a Partner in the Asset Management Group at Pricewaterhouse-Coopers since 2001 and has been with PwC for 25 years. During a 15 year career as an audit partner Ken worked with a range of global asset managers who were using Ireland as a location for the establishment and/or servicing of UCITS funds, hedge funds, funds of hedge funds, ETFs, money market funds, private equity funds. Ken has also advised international asset managers on the type of structure which would be most appropriate for the product that they were establishing; and most appropriate for their target investors, the appropriate accounting treatment for complex financial instruments and investment structures, the regulatory requirements to be complied with when establishing a UCITS fund or a hedge fund in Ireland and the regulatory and reporting obligations which need to be complied with when looking to distribute investment funds internationally. Ken has been involved with the Irish Funds Association (Irish Funds) for many years serving on both the Technical Committee and the Legal & Regulatory Committee and has served as Chairman of the Association in 2011-12. He currently chairs the Irish Fund’s Distribution Steering Group.
Jason Poonoosamy is Risk Director of DMS Offshore Investment Services Europe Ltd. and is based in Dublin, Ireland.
Prior to joining DMS, Mr. Poonoosamy served as Head of Product Management within the Global Risk & Analytics division at State Street, Dublin, where from 2009 to 2013 he was responsible for strategically increasing revenue, growing market share and penetrating new markets. In this capacity, he also led and managed new product offerings targeted at hedge funds, pension funds, asset managers, insurance companies and other institutional investors. From 2006 to 2009, he served the same company as Head of Client Services and Operations.
Mr. Poonoosamy also worked as an Investment Analyst in the National Pension Reserve Fund, National Treasury Management Agency (Dublin) from 2002 to 2005. He was an Investment Support Analyst with State Street Global Advisors, Sydney, Australia and worked as a Portfolio Accountant with the Commonwealth Bank of Australia.
He achieved his Chartered Financial Analyst (CFA) qualification in 2004 and holds a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. He also holds a Higher Diploma in Science and Computing, and a Bachelor of Commerce degree from The University of New South Wales.
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.
Colman O’ Loghlen, resident in Dechert’s New York’s office, focuses his practice on financial services with an emphasis on the establishment, operation, corporate governance and registration of Irish regulated investment funds, in particular UCITS and alternative investments funds authorised under the AIFMD regime. Prior to joining Dechert, Mr. O’ Loghlen served as an asset management and investment funds practice associate in the Dublin office of two other international law firms.
He has extensive experience in advising on the legal and regulatory issues relating to the establishment and ongoing operation of private and public investment funds in Ireland. Kevin’s clients include many of the world’s leading financial institutions, investment banking and asset management companies. He is also a member of An Taoiseach’s (the Prime Minister’s) Legislative Sub-Committee on Funds. Kevin was previously a corporate and securities partner in the US with a leading US law firm. Kevin is also a member of the American Bar Association and the IBA. Kevin is a former Chairman of the Irish Funds Industry Association Limited (Irish Funds) and retired from the Council of Irish Funds in 2015 upon completion of his term of office.
Mr. Ray serves White Oak as General Counsel with primary responsibility for firm legal matters and previously also served as its Chief Compliance Officer with responsibility for compliance matters. Mr. Ray was previously the General Counsel of Greywolf Capital and had also served as its Chief Compliance Officer. Prior to joining Greywolf Capital, Mr. Ray was Associate General Counsel of GSC Group, where he focused on transaction management and legal affairs. Mr. Ray previously practiced at Schulte Roth & Zabel LLP and Dechert LLP, and began his legal career as a corporate associate at Cravath, Swaine & Moore LLP. Mr. Ray graduated cum laude from the University of Pennsylvania as a University Scholar with a B.A. degree in Physics and Mathematics and graduated from Columbia University as a Harlan Fiske Stone Scholar with a J.D. degree. Mr. Ray is licensed to practice law in New York.
Mike Kirby is currently Managing Principal of KB Associates, a Dublin, London and Cayman Islands based provider of Management Company, Designated Person and consulting services. KBA’s client base includes over one hundred asset managers. Prior to establishing KB Associates, Mike held senior positions at Bank of New York (previously RBS Trust Bank) where he was responsible for the establishment and ongoing management of its Dublin operations. He also served as a Director of Royal Bank of Scotland’s global custody operations in Jersey, Guernsey and the Isle of Man. Previously he was responsible for the establishment of Daiwa Securities operations in Dublin. Mike is a director of a number of offshore funds. He holds a Bachelor of Commerce Degree (Hons) and a Post Graduate Diploma in Accounting (Hons) from University College Dublin and is a Fellow of the Institute of Chartered Accountants in Ireland.