New York Seminar
The Irish Funds New York breakfast seminar will take place on Friday, 26 October.
Further agenda details will be available shortly.
Breakfast is kindly sponsored by Link Asset Services
Brian Forrester, Deloitte, Chairperson, Irish Funds
Ciaran Madden, Consul General of Ireland in New York
- Jennifer Muzerall, BBH
- Andrew D’Souza, Lord Abbett
- Eric Neisner, Legg Mason
- Scott Merkel, Lyxor Asset Management
- Paul Heffernan, HSBC
- Joan Berger, Pzena Investment Management
- Brian Dunnett, HSBC Global Asset Management
- Mike Kirby, KB Associates
- Mark Hays, J.P. Morgan Asset Management
- Yvonne, Connolly, Carne Group
- Tadhg Young, State Street
- Conor Durkin, Mason Hayes Curran
- Hina Ahmad, Capital Dynamics
Kieran Fox, Irish Funds
Brian is a Partner in the Financial Services Audit team at Deloitte. His primary expertise is in the delivery of audit and advisory services to clients in the investment management industry. Brian has over 18 years experience in the area and has worked in three key investment management jurisdictions, namely Ireland, the Channel Islands and Grand Cayman. Brian has led a number of risk and operational reviews across the sector and has extensive experience of due diligence projects for large transactions.
Andrew D’Souza is responsible for the strategic direction of our international business, including sales and client service efforts. In this role, he manages our dedicated International Investor Services team, which serves the distinct needs of the firm’s offshore and international clients. He is based in our headquarters in Jersey City, New Jersey.
Mr. D’Souza joined Lord Abbett in 2004 as a Regional Manager, and was named Partner in 2015. Prior to his current role, he co-managed the firm’s Institutional Consultant Relations team, which served the needs of the institutional consultants and research analysts. His previous experience also includes serving as a division leader on the West Coast, managing a team of Regional Managers, while working directly with clients of the firm. Before joining Lord Abbett, Mr. D’Souza was a Regional Vice President at Evergreen Investments. He began his career in the financial services industry in 1998.
Mr. D’Souza earned a BA in biology from Boston College.
Jennifer is a Global Relationship and Sales Manager for Investor Services in Boston. In this capacity Ms. Muzerall is responsible for BBH’s relationship development activities for both existing and prospective clients across all of BBH’s product lines, thought has subject matter expertise in ETFs. Prior to joining the firm, Ms. Muzerall lead Cerulli Associates Product Development research practice and worked as a product analyst at Natixis. Ms. Muzerall also worked as a client service manager for Standish. She received her B.S in Finance from Bryant University and MBA from Suffolk University.
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.
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.
Tadhg joined State Street in 2007 and was appointed Head of Global Services Ireland in 2016, having acted as Chief Operating Officer of State Street International (Ireland) Limited since 2012. Prior to joining State Street, Tadhg was Head of Trustee, Custody and Middle Office Servicing with IBT Ireland (acquired by State Street in 2007).
He previously held a number of senior management roles with Allianz Global Investors Ireland where he was Managing Director and with Dresdner Bank in Ireland where he headed the fund administration group and later became Head of Operations for banking and fund services. Tadhg qualified as a chartered accountant while working as a tax consultant with PriceWaterhouseCoopers.
Tadhg is currently a member of the Council of Irish Funds and serves as Chair of the industry body for 2015/16.
He is a Fellow of the Institute of Chartered Accountants in Ireland and a Member of the Irish Taxation Institute.
Conor is a partner in the Financial Services Team specialising in the field of investment funds and asset management. He regularly advises leading international asset managers on carrying on business in Ireland and in particular on the establishment, structuring and operation of all types of collective investment schemes.
Conor has significant experience in advising investors, promoters, fund managers and investment banks on the ongoing operation of traditional and alternative investment funds including UCITS, hedge funds, funds of funds and private equity funds.
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.
Ciarán's career at the Department of Foreign Affairs began in November 1994. Ciarán's early career with the Department included various roles in the Department in Dublin from; at Ireland's Permanent Representation of Ireland to the European Union, and as Advisor to the Oireachtas Joint Committee on European Affairs, 2002 – 2003. From 2003 - 2005 he was assigned as the Press Officer for the Department and following this he spent a year in the Department's Development and Co-operation Division. During his time here he co-drafted the White Paper on Irish Aid. Ciarán also served as Private Secretary to the Minister for Foreign Affairs before moving on to become the Head of Finance and Planning from 2007 to 2009. Ciarán served for four years as Ambassador of Ireland to the United Arab Emirates (also accredited to Qatar and Kuwait), from 2009 to 2013. On his return to Dublin, he was appointed Director for the Irish Abroad Unit in September 2013 and led the drafting of The Global Irish – Ireland's Diaspora Policy. Following this role, Ciarán was appointed Director for the Middle East and North Africa in January 2015. He took up duty as Consul General of Ireland in New York in August 2017
Yvonne is a Principal with Carne Global Financial Services Limited and CEO of Carne’s Irish business. Carne employs 180 people across 9 global locations and is a governance and substance provider for asset managers with $700 billion in Assets Under Management. Yvonne is currently Vice Chair of Irish Funds Council, the official representative body for the Irish investment fund industry. She also acts as a Chairman and Director to traditional funds, hedge funds and management companies domiciled in Ireland and Cayman. Yvonne has over 25 years’ experience within the funds industry and is a specialist in governance, product development, compliance, financial reporting and operations. She also has experience in assisting fund managers and service providers with various aspects of operational development, control and risk management. She is a recognised expert in back office operations and change management and regularly speaks at fund industry conferences. Prior to joining Carne, Yvonne was Head of Operational Development at State Street (International) Ireland (formerly Deutsche Bank), where she looked after new business take on, product development, system implementation and change management. As a member of the senior management team at State Street, Yvonne reported directly to the CEO and was a key contributor to the overall strategy and direction of the business. Yvonne trained as a chartered accountant with KPMG, specialising in corporate taxation. She is a Fellow of the Institute of Chartered Accountants. Yvonne is a member of multiple industry associations including Irish Funds, the Institute of Directors in Ireland, 100 Women in Finance and the 30% Club.
Scott Merkel joined Lyxor US in 2006 and is responsible for overseeing hedge fund investments in the long/short equity universe. He previously spent nine years in Credit Suisse's Funds and Alternative Solutions Group where he had both portfolio management and analyst responsibilities, initially as a Generalist and then as an Equity Specialist. Before joining Credit Suisse, he was a Risk Analyst on the Fixed Income Trading Floor at UBS from 1996 to 1997. Mr. Merkel graduated magna cum laude from the University of Rochester and holds a B.A. in Economics. He is a Chartered Financial Analyst.
Principal, General Counsel & Chief Compliance Officer of Pzena Investment Management, LLC, an institutional value asset manager with approximately $39 billion AUM, and Corporate Secretary of Pzena Investment Management, Inc., the NYSE publically traded holding company of Pzena Investment Management. She is also a director of the Pzena Value Funds plc, a Pzena-advised Irish UCITS funds. Prior to joining Pzena Investment Management in 2005, Ms. Berger held a number of key legal positions at Sanford C. Bernstein & Co., Inc. and AllianceBernstein over a span of 13 years, most recently as Senior Vice President of the AllianceBernstein private client group. Prior to joining Bernstein, Ms. Berger held a range of legal and managerial positions at the American Stock Exchange. She received her J.D. degree from Hofstra University School of Law and a B.S. from Skidmore College.
Brian Dunnett is the Head of Product Specialists for the Emerging Markets Debt and Global Credit capabilities. He joined HSBC Global Asset Management in July 2006 as Head of Institutional Marketing. In 2008 he became the Senior Fixed Income Product Specialist for euro fixed income and global inflation linked bonds. Prior to joining HSBC Mr. Dunnett was at Société Générale promoting the bank's treasury and f/x solutions before heading the European consultant relations team at Société Générale Asset Management. He has a Masters in Banking and Finance from the University of Rennes II as well as a Masters in Management from ESC Nice and a B.A. in Quantitative Economics and Decision Sciences from the University of California at San Diego.
Hina is a Managing Director, Global Compliance Officer, US General Counsel and member of the Executive Committee. Prior to joining us, she was an attorney at Woodside Counsel, specializing in corporate transactions and regulatory matters. Previously, Hina was a senior associate in the Corporate and Financial Institutions Groups at Skadden, Arps. She also served as an executive at various technology and energy start-up companies. Hina is admitted to practice in New York and California. She holds a Juris Doctor from Columbia Law School and a Bachelor of Arts from McMaster University.
Eric manages Legg Mason’s distribution effort with respect to global strategic partners. In this role, he is focused on ensuring the execution of Legg Mason’s strategic engagement approach for key intermediary clients around the world.
Eric has 20 years of experience in the asset management industry and has worked in New York, London and Singapore.
Prior to joining Legg Mason, Eric was an Investment Director within International Private Asset Management at Citigroup Asset Management. He started his career at JP Morgan Asset Management where he held positions in business development for institutional clients as well as serving as an analyst in the Mutual Funds Business. Eric graduated from Emory University - Goizueta Business School.
Mark joined J.P. Morgan Asset Management in 2018 to focus on sustainable investing at the firm. Prior to joining J.P. Morgan, Mark led manager research for Flat World Partners, an institutional investment advisor and asset management firm focused on sustainable investing across asset classes. Previously, Mark served as a Senior Analyst at OMERS Capital Markets where he was an investment committee member of the $3 billion alternative investment strategies platform and served as co-Portfolio Manager for the group’s internally-managed long/short equity strategy. Prior to his tenure at OMERS, Mark served as a Hedge Fund Analyst at Cambridge Associates where he conducted quantitative analysis, written micro and macro-level research, strategy allocation, and performance analytics on hedge funds. Mark holds an M.B.A. from the London Business School and a B.S. from Wake Forest University, as well as Series 7 and 63 licenses.