New York Seminar March 2019
The Irish Funds Seminar will take place on Thursday 14 March in Convene, 730 Third Avenue, New York.
This seminar will be of interest to all those involved in the investment funds industry and the agenda will feature panel discussions and presentations on global macroeconomic trends, fund distribution & market access in Europe, macro trends affecting alternative funds, the latest regulatory updates and the growing impact of technology in fund management.
- Brian Forrester, Chairperson Irish Funds, Deloitte
- Megan Greene, Manulife Asset Management
- Yvonne Connolly, Carne
- Philip Dempsey, SANNE
- Sascha Calisan, Northern Trust
- Simon Padley, KBI Global Investors
- John Paul Armenio, Chiron Investment Management
- Brian Ruane, BNY Mellon GSS Corp
- Adrian Whelan, BBH
- Shila Wattamwar, Sustainalytics
- Alessia Falsarone, Pinebridge Investments
- Cormac Dinan, Deloitte
- David Saul, State Street
- Thomas Deely, Columbia University School of Professional Studies
- Deirdre O’Connor, BlackRock
- Andy O’Callaghan, PwC
- ILP: Padraig Brosnan, Maples Group
- Tax Transparent Funds: Siobhan Dillon, EY
- Multimanager Platform Solutions: Imelda Shine, Intertrust
- Kieran Fox, Irish Funds
Kindly Sponsored by Northern Trust
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.
Megan E. Greene is a managing director and chief economist at Manulife Asset Management, responsible for forecasting global macro-economic and financial trends and analyzing the potential opportunities and impacts to support the firm’s investment teams around the world. Previously, Megan ran her own London-based economics consulting practice, Maverick Intelligence, serving clients who leveraged her analysis of economic, political, policy and social developments and the impact these were likely to have on the global economy. Prior to Maverick, she was director of European Economics at Roubini Global Economics and the euro crisis expert at the Economist Intelligence Unit.
Education: Princeton University, BA in Political Economy, 2001; Oxford University, Nuffield College, MSc in European Studies, 2006
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.
As Country Head - Ireland, Philip is responsible for SANNE's Ireland Regulated Fund Administration, Private Debt & Capital Markets, Corporate & Institutional, and AIFM business lines. Philip was also responsible for establishing LIS Ireland’s presence in May 2017, prior to the SANNE acquisition of LIS.
Prior to joining LIS/SANNE, Philip held a number of senior roles, most recently as EMEA Head of Transfer Agency Product for Citibank, Senior Product Architect for Citi Technology, and Ireland Head of Operations for a US Technology firm.
Philip has had a number of operational and relationship roles with Citi, State Street and PNC (now BNY Mellon). Philip is also a very active member of the Irish Funds, and is involved in various working groups. Philip holds board positions for both regulated and unregulated fund structures. Philip is also a regular contributor and speaker at industry events. He has been working in the Investment Funds industry since 2001.
Philip holds an Honours Degree in Political and Economic Science, and a Masters’ Degree in Economic Science, both from University College Dublin. Philip also holds a Certified Project Management Diploma from the Institute of Project Management Ireland.
Sascha Calisan is Senior Vice President and Head, Distribution Support.
Northern Trust’s Fund Distribution Support service supports asset manager clients globally with their cross-border decision-making.
Sascha brings over 20 years’ experience working in a number of global organisations in a variety of product management, strategy and client facing roles.
Sascha joined Northern Trust in 2008 as Product Manager, Fund Administration, EMEA. Prior to joining Northern Trust, Sascha served in various Product and client facing roles at RBC and Morgan Stanley
Sascha earned a BSc Accounting and French from University of Southampton
Simon worked with the firm in the position of Client Servicing Manager and Business Development Manager in the institutional client segment from 2002 to 2004. From 2005 - 2007 he was a Product Development Manager with KBC Asset Management in Belgium, specialising in the development of innovative structured products for KBC’s distribution networks in Poland, Hungary and the Czech Republic. From 2007 to 2009 Simon was Head of Distribution at the KBCAM’s office in Sydney Australia where he filled the role of investment specialist for the KBC Environmental Funds in that market, alongside a business development role. Prior to rejoining the firm in June 2013 as part of the business development team in North America, Simon was the Senior Vice President responsible for Marketing & Products at Union KBC Asset Management in India. He graduated from the University College Dublin with an Honours Science Degree in Cell & Molecular Biology in 2000, and completed a Higher Diploma in Business Studies in 2001.
John Paul (JP) Armenio joined Chiron Investment Management, LLC in October 2016 as its Chief Administrative Officer, and Head of International Business. In 2018, Mr. Armenio was named Chief Operating Officer. Prior to joining Chiron, Mr. Armenio served as Chairman and Chief Executive Officer of Mizuho Securities Asia Limited, the Japanese Mega-Bank’s Asian subsidiary in Hong Kong, where he led the firm’s Asian expansion strategy. From 1995 until 2008, Mr. Armenio was with Morgan Stanley in Tokyo, New York, and San Francisco, and served as Managing Director and Global Head of Structured Products for the Global Wealth Management Division (GWM). Mr. Armenio also served as Americas Head of Structured Products Distribution for the Institutional Securities Division, having responsibility for solutions across equities, fixed income, commodities, and FX asset classes. Mr. Armenio sat on the Promotion and New Products Committees for the Equity Division, and was Divisional Head of Wharton Recruiting. Mr. Armenio also served on GWM’s Alternative Investment Due Diligence Committee.
Mr. Armenio currently sits as an Investor Board Member for Virtual Media Group, LTD and WeConvene, early stage fintech companies. Mr. Armenio is Co-Founder for Intrepid Ventures LTD and is an Advisor for N.E. Negrych & Co. Effective February 2017, Mr. Armenio serves as a Director of Chiron Funds ICAV, an Irish collective asset-management vehicle, with a sub-fund, Chiron Global Opportunities Fund, organized as UCITS (Undertakings for Collective Investment in Transferable Securities).
Mr. Armenio has an MBA in Finance from The Wharton School of the University of Pennsylvania, and a BA in Economics and International Relations from Claremont McKenna College.
Brian Ruane is the chief executive officer of BNY Mellon Government Securities Services (GSS) Corp., a wholly owned subsidiary designed to enhance the capabilities, governance, transparency and resiliency in the U.S. government securities clearance and U.S. tri-party repo businesses. As CEO, Brian leads management and operations of GSS.
He is also responsible for the Alternative Asset Manager client segment.
Previously, Brian was the CEO of BNY Mellon’s Alternative Investment Services. Prior to that, he was co-head of Pershing Prime Services, CEO of Derivative Clearing and Head of Global Client Management, North America. Brian previously served on the Federal Reserve Bank of New York’s Working Committee on The Future of the U.S. Government Securities Markets.
Brian is a member of the Dean’s Advisory Board of the Zarb School of Business, New York.
Brian is a graduate of The Chartered Association of Certified Accountants (U.K.) and received his Master of Business Administration degree in International Banking and Finance from the Zarb School of Business.
Andrew is an audit partner in the Asset Management group and has spent 22 years working in the auditing arena, including two years in Boston and four years in London. For 18 of these 22 years, he has specialised in asset management / mutual funds. He is currently the PwC Exchange Traded Funds leader in EMEA. His clients include leading US, UK, Swiss and Japanese asset managers and their fund vehicles. Andrew has written and spoken widely on the opportunities and challenges facing the industry. He is a Fellow of the Institute of Chartered Accountants in England and Wales and Chartered Accountants Ireland. He has also been Chairman of the Irish Funds Industry Association Limited Irish Competitiveness Working Group and the Irish Funds/NICSA Conference Committee.
Pádraig specialises in financial services law and is Head of the Maples Group's Irish Cayman Islands' desk. He has over 10 years' experience in advising leading international financial clients on the establishment, authorisation, operation and regulation of all types of investment funds, including UCITS, AIFs, non-regulated funds in the hedge fund and private equity space and other specialised fund products including the ICAV.
In addition to advising the promoters and investment managers to such funds, he also advises other fund services providers including administrators, depositaries, prime brokers and investment advisers as well as fund investors and board directors. Recent deal highlights include the establishment of a private equity style structure to allow EU investors access to off-shore multi-jurisdictional funds, re-domiciliation of a flagship AIF to Ireland to create a global distribution platform, establishment of a private equity style cross-jurisdictional shipping fund and general advices on Brexit, CP86, ESMA Opinions as well as ongoing advices on Third Country AIFs seeking access to European capital.
Siobhán is a Director on the EY Irish Financial Services International Tax Desk in New York. Siobhán has over 10 years’ experience working in the Financial Services industry. Siobhán has led the Irish FS tax desk in New York for the past 4 years.
Siobhán is experienced in advising asset managers on establishing investment funds in Ireland, particularly on fund level tax issues as well as investor and investment tax issues. Siobhán is particularly focused on advising clients in the asset management industry on the impact of BEPS initiatives, such as the Multilateral Instrument and the EU Anti Tax Avoidance Directive.
Imelda Shine is the Managing Director of Intertrust Management Ireland Limited and was responsible for successfully establishing and growing Intertrust's business in Ireland. In her role as Managing Director with Intertrust Management Ireland, Imelda works with clients and business partners to provide tailored corporate administration services to a wide variety of structures established by multinational corporates, private equity funds, investment banks, asset managers, aviation leasing companies and alternative investment funds. Imelda sits on the boards of SPVs engaged in structured finance, aviation leasing and finance, as well as a range of corporate and holding companies in the intellectual property, pharmaceuticals, technology and energy space.
Cormac has nearly 20 years' experience delivering strategic solutions for clients in the Investment Management and Asset Servicing industry having held senior positions at GAM Fund Management, State Street, and Citibank prior to joining Deloitte.
Cormac has established and managed the PMO functions within asset servicing organisations and has been responsible for a wide range of project initiatives and complex client on-boarding projects across Fund Accounting, Transfer Agency, Middle Office and Custody. Key capabilities include large scale, multi-workstream client transitions, operating model efficiency solutions and system implementations.
Cormac is dedicated to building excellent client relationships and has driven initiatives for these organisations’ most high profile and strategic clients.
David Saul is senior vice president and chief scientist at State Street Corporation, reporting to the chief information officer.
In this role, he is responsible for proposing and assessing new advanced technologies for the organization as well as evaluating technologies already in use at State Street and their likely evolution in order to reinforce the organization’s leadership position in financial services. Mr. Saul previously was chief information security officer, where he oversaw State Street’s corporate information security program, controls and technology. Prior to that, he managed State Street’s Office of Architecture, where he was responsible for the overall enterprise technology, data and security architecture of the corporation.
Mr. Saul joined State Street in 1992 after 15 years with IBM’s Cambridge Scientific Center, where he managed innovations in operating systems virtualization, multiprocessing, networking and personal computers. Saul serves as a trustee of the Massachusetts Eye and Ear Infirmary. In 2007 he was honored with a Computerworld Premier 100 IT Leader Award. Mr. Saul holds bachelor’s and master’s degrees from the Massachusetts Institute of Technology.
Thomas recently joined Columbia University from Goldman Sachs, where he was a Senior Engineer responsible for the Adoption Strategy for Enterprise Platforms across global businesses. Thomas also lead the Innovation Awards program and thought leadership on FinTech engagement at Goldman Sachs.
Thomas first joined Goldman Sachs in London in 1997 as a Senior Application Developer and relocated to New York in 2000 where he progressed to hold a number of senior management roles implementing critical new business and regulatory initiatives. Thomas has managed global Technology teams, the setup of new Hedge Funds, new Trading flows & Financial Services businesses, new Balance Sheet & P&L Reporting platforms and Dodd Frank Reg Reform Legal and Compliance implementation post the 2008 financial crisis.
Prior to Goldman Sachs, Thomas was an Application Developer in the Technology Division at JP Morgan where he joined Graduate Training program in London in 1994. Thomas is a CFA charterholder and earned a Masters in Technology Management from Columbia University, New York, in 2008 and a Bachelor of Electronic Engineering from University College Dublin, in 1994.
Thomas has studied and applied open innovation concepts emphasizing the imperative for companies to profit from technology investments. Thomas has an active interest in markets, the socioeconomic impacts of technology, emerging technology driven business models, open source, analytics, innovation trends and the dynamics of successful businesses.
Thomas serves on the NY Advisory Board for Social Entrepreneurs Ireland and is active in the Irish American Community in NY.
Deirdre O’Connor is a managing director at BlackRock. Previously, she was a managing director in the Investment Management Division at Goldman Sachs.
Deirdre is on the board of directors for the Women’s Bond Club, Concern Worldwide, and the Irish Repertory Theatre. Deirdre was the international member of the Irish Financial Services Industry Advisory Committee. She is a founding member of New York Digital Irish and Digital Irish Angels. A fellow at the Chartered Institute of Management Accountants and a member of the Chartered Global Management Accountants, she studied accounting at the Cork Institute of Technology.
Adrian Whelan is a Senior Vice President of Regulatory Intelligence at Brown Brothers Harriman. He is based in Dublin.
Before joining Regulatory Intelligence, Adrian was the Head of Depositary for BBH Trustee Services (Ireland) Limited. Adrian joined BBH in 2011, prior to which he ran a regulatory consultancy firm. Adrian is an active participant in industry groups, including Irish Funds and ICI Global. He frequently appears at conferences discussing the impact of regulation on the asset management industry.
Adrian graduated from Dublin City University Business School with a degree in Business Studies.
Shila Wattamwar oversees Sustainalytics’ Client Relations in the United States. She is a trusted and experienced advisor that works closely with Sustainalytics’ platinum-level US and global clients to help them integrate ESG and corporate governance research and data into their investment processes. Shila is the primary relationship manager for Morningstar, supporting them on integrating Sustainalytics’ data into their various research platforms. She also plays an instrumental role in the enhancement and development of Sustainalytics’ strategic relationships with our passive investment clients as well as Factset and Bloomberg.
Outside of her work at Sustainalytics, Shila is part of the Agenda Committee for the SRI Conference. She helps shape the content for the SRI annual conference which attracts investors, corporates and policy-makers from across the US. Shila has over 10 years of experience in business development within the index industry. Prior to joining Sustainalytics she worked for FTSE Group as well as Russell Investments.
Alessia Falsarone, SASB FSA, is a Managing Director with PineBridge Investments in New York, a private, global asset manager focused on active, high-conviction investing. She is responsible for the alignment of portfolio strategy and investment risk processes with focus on the developed markets’ credit platform. Ms. Falsarone served in the office of the CEO of PineBridge’s predecessor entity, AIG Investments. Prior to AIG, she was part of the Global Investments team at Citigroup as Vice President responsible for strategic co-investments and international client advisory as well as an investment banker with Credit Suisse.
Ms. Falsarone is an NACD Governance fellow, a start-up mentor in the Stanford IGNITE accelerator program, and an active contributor to the Financial Management Association. She serves as a Member of the Board of 1787fp, a digital platform focused on consumer finance (TechCrunch Disruptor 2017) and as a Trustee of the International Education and Resource Network (iEarn-USA). A researcher of behavioral sciences, she is contributing author to “Applying Neuroscience to Business Practice” (October 2016).
Ms. Falsarone holds an MSc in Financial Mathematics from Stanford University, an MBA from the MIT Sloan School of Business and a BS in Financial Economics from Bocconi University, Milan, Italy.
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.