New York, US Road Show 2015
The IFIA and its members organise informative seminars in cities around the world. Registration for these events is free to all attendees. The IFIA advises the local fund specialists of the latest developments on topics related to their market and the Irish fund sector.
The IFIA North American New York Investment Seminar takes place on 13th March 2015.
The seminar will focus on the type of products that can be domiciled in Ireland with focus on UCITS Funds, including Money Market Funds and ETFs, and Alternative Funds. A panel of industry experts will also provide an update on regulatory changes impacting Irish focus such as AIFMD, UCITS V and VI, the ICAV and new Loan Origination regulation.
Welcome Pat Lardner, CEO, IFIA
Global distribution Trends and Key Considerations for US Asset Managers and Promoters
- Andy O’Callaghan, Partner, PwC
- Kevin Barr, Executive Vice President of SEI’s Investment Management Unit, SEI
- Joe Sarbanowski, Managing Director, Global Head Liquidity Management, Deutsche Bank
- Bernard J. Grzelak, Partner, Director of Fund Administration, Lord Abbett & Co LLC
- Joseph LaRocque, Managing Director, Affiliate Strategic Initiatives, Legg Mason Global Asset Management
Doug M. Yones, Head of Domestic Equity Index/ETF Product Management, The Vanguard Group
Tae Yoo, Managing Director, Client Business Development & FIC Development Global Markets Division, Hong Kong Exchange & Clearing (HKEx)
Last year Shanghai Hong Kong Stock Connect Scheme was launched providing a new access point for investment into the Chinese Security Markets. Hong Kong Exchanges will provide an introduction to the Scheme which has generated significant interest from Irish Managers
Updates on Key Regulatory Developments in Ireland and Europe
- Mark White, Partner, McCann Fitzgerald
- Sean Tuffy, Senior Vice President Head of Regulatory Intelligence, BBH
- Elaine Keane, Partner A&L Goodbody
- Christopher J. Michailoff, Director of the Legal and Compliance Department and CCO, Trilogy Global Advisors
- Rob Mirsky, Global Alternatives Lead Partner, KPMG
Barry O’Dwyer, Blackrock, IFIA Chair
Bernard J. Grzelak is Partner and Director of Fund Administration at Lord, Abbett & Co. LLC, an independent investment management firm managing over $136 billion in assets for registered investment companies, UCITS, insurance companies, pension plans and individuals. He is responsible for Lord Abbett’s fund administration, mutual fund operations, pricing and performance groups. Mr. Grzelak serves as the Treasurer of the Lord Abbett Family of Funds. Prior to joining Lord Abbett in 2003, he was a Vice President at Lazard Asset Management LLC, where he served as Treasurer of The Lazard Funds, and an Audit Manager at Deloitte & Touche LLP, specializing in the audits of investment companies and investment advisers. Mr. Grzelak earned a BBA in accountancy from the University of Notre Dame.
As a partner in the firm’s Banking & Financial Services Department and Head of the Investment Management Group, Mark advises a wide variety of clients who are engaged in the promotion and management of investment funds (including UCITS and alternative investment funds) and in the provision of funds administration and custodial services. Clients include some of the largest fund managers in the domestic and international funds market, large institutional seed investors such as pension schemes and many of the large prime brokerage houses. Mark also advises on investment business regulation and financial services law.
Mark was also a member of the Council of the Irish Funds Industry Association Limited, retiring in 2015 upon completion of his term of office.
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.
Tae Seok Clement Yoo serves as Managing Director in Client and Marketing Services at HKEX. His department is responsible for Client Relationship Management, including key relationships between HKEX and their intermediaries, global buyside, and custodians and trusts bank.
Since joining HKEX in 2011, he was co-head of platform development & strategy and head of product & index development. Yoo has over 20 years of financial industry experience with 14 years at CME Group in business development, sales and risk management in Chicago and Asia. Prior to CME, he worked at Sumitomo Mitsui Bank (Sakura Dellsher, Inc.) and at Goldman Sachs & Co. in Chicago.
Yoo holds a bachelor’s degree from the University of Notre Dame, MBA from the Stuart School of Business at the Illinois Institute of Technology, and GSAL program at the University of Chicago, Graduate School of Business. He has been named an inventor on nine U.S. patents on derivatives risk management applications