New York Seminar
The Irish Funds New York Seminar will take place on Thursday, 15 March 2018.
This seminar will include thought provoking and informative updates and panel discussions from respected industry experts on:
- Trends in global fund distribution
- Regulatory updates
- FinTech and the asset management industry
- Illiquids and the hunt for yield
- Advantages of Ireland as a fund domicile
A structured and wide-ranging discussion on the ongoing changes in the European regulatory environment which impact on US managers will be a significant feature of the seminar.
Agenda details are available further below.
Interested in speaking at Irish Funds Events?
Irish Funds would like to hear from those who are interested in participating as potential speakers for our international events. Submit your details or suggest a third party speaker.
Tara Doyle, Matheson, Chair Irish Funds
- Olwyn Alexander, PwC
- Stuart Alexander, Gemini Capital
- Hector McNeil, HANetf
- Harvey Kalman, EQT Fund Solutions
- Chirag Goyanka, Fiera Capital
- Dan Forbes, DMS
- Sean Tuffy, Citi
- Fergus McNally, EY
- Dave Polonsky, FundApps
- Breige Tinnelly, AQMetrics
- Lis Hadingham, CloudMargin
- Orla Foley, Brown Brothers Harriman
Brian Forrester, Deloitte
- Des Fullam, Carne
- Oliver Jaegemann, AMX
- Ross Stoeterau, Nuveen
- Don Pollard, CVP
- Steven Costabile, PineBridge
Pat Lardner, Irish Funds
Sponsored by Northern Trust
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.
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.
Stuart Alexander is Co-Founder and Chief Executive of Gemini Investment Management Ltd, authorised and regulated by the FCA, which commenced business in 2009. He is also a Director of Gemini Capital Management (Ireland) Ltd (GemCap) which in 2016 was incorporated in Ireland and approved as a UCITS Management Company (ManCo) by the CBI. He has over 30 years’ experience in the fund management industry and previously was Managing Director, Close Investments (2005-2007), HBOS’s Asset Management, Director (2001–2005), Invesco Fund Managers Ltd, Sales Director (1996–2001), Singer & Friedlander Investment Management Ltd, Director (1992-1996), Morgan Grenfell (1988–1992) and Gartmore (1986–1988). During his career Stuart has successfully launched a number of businesses in the asset management industry and has overseen the growth of many of these businesses in the UK and Globally.
Mr. Hector McNeil serves Founder and Co-Chief Executive Officer of HANetf Limited and served as a Co-Chief Executive Officer at WisdomTree Europe Limited. Mr. McNeil was Head of Sales and Marketing at ETF Securities Ltd. Mr. McNeil was responsible for sales and marketing for the ETF Securities group of companies. Mr. McNeil started his career at the London Stock Exchange. He left the LSE to study full time for an MBA at Warwick Business School. He then had a short stint at BZW before moving to Morgan Stanley for five years. From Morgan Stanley, Mr. McNeil moved to become Chief Operating Officer at Jiway, the Exchange joint venture between Morgan Stanley and OM Gruppen. Mr. McNeil spent time at Nomura, and then was Head of Business Development at Susquehanna International Securities, setting up a highly successful market making and liquidity provision business which included ETF, stock future and equity market making. He serves as a Director of Boost Issuer PLC. He studied at the University of Hull. He also holds MBA at Warwick Business School.
Harvey is responsible for EQT Fund Solutions which is located in Australia, Ireland and the United Kingdom. EQT Fund Solutions can act as Responsible Entity (Australia), Management Company (Ireland) and Authorised Corporate Director (UK) for Funds in each of the three locations. Harvey has more than 30 years’ experience in the financial services sector, and established the corporate fiduciary business of EQT in 2000. The business now represent more than 120 domestic and global fund managers with FUA of more than $US 50 billion. His previous experience includes: Board member of the Victorian Legal Services Board, roles at KPMG and ANZ Banking Group, Deputy Director – Research and Policy at the Australian Society of Corporate Treasurers (now the Finance and Treasury Association), Senior Policy Adviser – Environment and Heritage for the Australian Federal Opposition, and Treasury and Risk Management at Ford Credit. Harvey is a Director of a number of EQT company boards in Australia, Ireland and UK as well as a Director of the Menzies Foundation in Australia. Established 130 years ago in Australia, the EQT group of companies is Australia’s leading specialist trustee company, better known by the brand name Equity Trustees and listed on the Australian Securities Exchange (ASX) as EQT.
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.
Fergus is an Assurance Partner within the Financial Services sector of EY. He has over 12 years’ experience with the firm providing audit and advisory services to our financial services clients. Fergus works primarily within the firm’s asset management practice and his clients include many of Europe’s largest Hedge Fund managers whom he advises on fund structuring, regulation, valuation issues, accounting and disclosure.
Fergus has extensive experience of investment pricing models and in auditing the valuation of a wide variety of investment product types. He sits on the Irish Fund Industry Association’s Alternative Investment Committee where he chairs the Valuation and Operations sub-committee.
Fergus spent a year working in EY’s New York office and has a postgraduate qualification in IFRS. He is also a member of the Institute of Chartered Accountants in Ireland.
Breige has over 20 years of professional experience in law and financial services. Breige served as Senior Vice President at U.S. Bank and as Vice President of BNY Mellon. Previously a Managing Partner at Carlingford Capital Ltd, an advisory firm providing consulting services to private equity funds and asset managers and before moving into the financial services sector, Breige practiced law in the U.K. with the firm Cleary Gottlieb Steen and Hamilton and worked at the New York-based law firm Felcher, Fox and Litner. Breige holds a LLB from the University of Manchester and a LLM in Commercial Law from the Sheffield University.
Ross Stoeterau is Vice President and Assistant General Counsel with Nuveen Investments, where he handles legal matters related to product development, sales and distribution, licensing and regulatory affairs outside the United States. Prior to joining Nuveen in 2011, he was legal counsel for AllianceBernstein in their New York and Singapore offices, and an associate with the law firm of Clifford Chance in New York, Singapore and Hong Kong. Ross is a graduate of the Northwestern University School of Law.
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.
Steven Costabile joined the firm’s predecessor company in 2000 and is the Managing Director of the Private Funds Group. He brings his in-depth knowledge of private markets to PineBridge Investments and has played a significant role in the successful growth in five investment areas, Pinestreet LLC (securitizations), PineStar (secondaries), PEP Programs (Private Equity), Emerging Market alternatives and Credit Opportunity funds. Mr. Costabile’s current responsibilities include overseeing all private fund investments and secondaries globally as well as sourcing, due diligence, monitoring product development, and marketing. Mr. Costabile’s private equity investing and valuation experience dates back to 1990. Previously, from 1997 to 2000, Mr. Costabile was a Vice President at Credit Suisse First Boston (CSFB) in the Leveraged Finance Group with a focus on private market fund investments on behalf of CSFB and third party investors. Prior to that, he was the Senior Investment Officer of Alternative Investments for the Commonwealth of Massachusetts and the Assistant Director of Venture Capital for the Commonwealth of Pennsylvania. In both positions, Mr. Costabile focused on private equity investments. Mr. Costabile received both a BSBA and an MBA from Duquesne University and is also a member of Duquesne University’s Board of Directors. In addition, He is a CFA charterholder and holds both a Series 7 and Series 24 license
Lis is Managing Director and regional head of the Americas for CloudMargin, the first web-based collateral and margin management solution and winner of multiple awards for its innovation and best-in-class technology. A 19-year veteran of the collateral management and securities finance industries, Lis joined CloudMargin in July 2016, heading the firm’s sales and business development initiatives in the Americas and building out the U.S. office in New York. Lis previously spent 14 years at J.P. Morgan Chase & Co., beginning at Chase Manhattan Bank in London, U.K., before its acquisition of J.P. Morgan. Lis transferred from London to New York to help expand the bank’s collateral product solutions and later held the role of Executive Director in sales for a variety of collateral, clearing and custody-related solutions. In 2012, Lis joined Citi’s Capital Markets group in a sales capacity with a focus on equity finance for Repo and Securities Lending. Prior to joining CloudMargin, she spent over two years with FIS (formerly SunGard) selling software solutions related to the firm’s Securities Finance and Collateral Management offerings.
Oliver leads the AMX business and team. In this client-facing role, he has overall responsibility for running and developing the exchange. Oliver originally joined Willis Towers Watson in 2003, then gained experience at Russell Investments and Asset Management Finance, before returning in 2012 to build the funds business and now AMX.
Based in Ireland, Des is Global Head of Product Development at carne Group. He has over 15 years of experience in senior roles in the funds sector. He works closely with fund clients and regulators on regulatory and listing procedures and has in-depth expertise of day to day fund operations and Irish and EU fund regulations. His experience extends to working with all types of UCITS and AIFs and he has assisted a number of hedge fund managers in launching UCITS products. Des acts as a Director to a number of UCITS and AIF Funds.
Des joined Carne from J.P. Morgan Bank (Ireland) plc, where he was a Vice President in the Bank’s Trust & Fiduciary services division in Dublin, managing a large portfolio of trustee clients, including UCITS and hedge funds managed by both large institutional and boutique managers. Prior to that Des held senior roles in the Irish Stock Exchange including as Listing Manager in the Funds Department, overseeing listing and compliance functions for funds and as an Executive in the corporate finance department. He sat on the Exchange’s policy committee, the Company Law Review Group and worked closely with the Irish Central Bank and EU bodies to adopt new regulations in the funds and securities area. Des was centrally involved in the launch of a number of new markets while at the Exchange. Des began his financial services career with the Trustee Department at Deutsche International in Dublin.
Mr. Donald Pollard is the Managing Partner of Credit Value Partners, LLC (“CVP”), an investment management firm based in Greenwich, CT with approximately $2.3bn in assets under management. CVP specializes in high yielding and opportunistic corporate debt investments and is a majority owned affiliate of New York Life Investment Management, with over $300bn of AUM. Prior to founding CVP in 2011, Mr. Pollard was with DLJ and Credit Suisse from 1996 to 2010, where he was the Head of Credit Suisse’s Credit Investments Group ("CIG") and the Co‐Head of Credit Suisse's Global Leveraged Finance Group (High Yield Bonds, Leveraged Loans and Distressed Debt). Mr. Pollard served on Credit Suisse’s Management Committees for the Fixed Income Division and Asset Management Division. Mr. Pollard is the former Chairman of the Loan Syndications and Trading Association (“LSTA”). Mr. Pollard received his B.A. in Economics from the University of Michigan and currently serves on the Advisory Board to the University’s Economics Department.
Sean Tuffy is the Head of Market and Regulatory Intelligence for Citi’s Custody & Fund Services (CFS) business in Europe, the Middle East and Africa. In this capacity, Sean leads a team responsible for analyzing and articulating the impact of the global market and regulatory developments of strategic interest to CFS's clients. Based in Dublin, Sean has 20 years of experience in the cross-border fund industry. He joined Citi in 2017, prior to which he worked at Brown Brothers Harriman where he was the Head of Strategy for Europe and Asia. Additionally, Sean established and oversaw BBH's Global Regulatory Intelligence discipline, including founding the well respected "On The Regs" regulatory blog. Sean is an active participant in key industry forums. He is a frequent speaker at conferences and appears regularly in the financial press discussing the impact of global regulatory developments on the asset management industry. Sean holds a Bachelor of Science in business administration from Mary Washington College
Chirag has over 14 years of experience in the investment industry. Prior to joining Apex, he was Vice President at Kotak Mahindra Group for 11 years and in the asset management business in New York for 6 years. Prior to that, he was part of the Private Banking business in Mumbai, India. He began his career as an insurance agent before joining a boutique investment advisor. Chirag is a Chartered Financial Analyst, has a M.B.A from Jamnalal Bajaj Institute of Management studies (JBIMS), and an undergraduate degree in Commerce from Mumbai University as well as his NASD Series 7 and 63 licenses.
Orla is responsible for the Relationship Management team of BBH Dublin and is an Executive Director of the board of Brown Brothers Harriman Trustee Services (Ireland) Ltd. Orla co-chairs the steering committee for the 30% Financial Services sub-group, is co-chair of the BBH Global Women's Network and sits on the BBH European Diversity & Inclusion Council. Orla is also a member of the IF Fintech working group. Orla holds a Bachelor of Civil Law from University College Dublin.
David Polonsky is the Head of North America for FundApps. FundApps a RegTech company which provides regulatory monitoring and reporting services to the world’s largest asset managers and hedge funds. FundApps was recently featured in a World Economic Forum report as “the future of financial services” and is a member of the Future 50 (The fastest growing and most disruptive technology companies) and the FinTech50. FundApps has built an active client community of over 500 regulatory experts and monitors over 4 Trillion USD of assets every day.
A 12-year veteran of the hedge fund and asset management technology industry, David has worked in New York, London, Frankfurt, and Hong Kong. In 2016, David transitioned from his Business Development role at FundApps’ office in London to launch the company’s first international office in the Flatiron District in Manhattan. Before this role, he completed his MBA at London Business School and managed Product and Client Success teams at Eze Software Group and Linedata.
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.