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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.

Location
The Roosevelt Hotel, E 45th Street & Madison Avenue, New York, NY 10017
Date
13 March 2015
08:30 - Registration Opens / Breakfast
09:00 – 09:15 - Introduction

Welcome Pat Lardner, CEO, IFIA

09:15 – 09:50 - Reaching a Global Investor Base

Global distribution Trends and Key Considerations for US Asset Managers and Promoters

Moderator:

  • Andy O’Callaghan, Partner, PwC

Panelists:

  • 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

09:50 – 10:10 - Keynote Speaker

Doug M. Yones, Head of Domestic Equity Index/ETF Product Management, The Vanguard Group

10:10 – 10:30 - Special Address

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

10:30 – 11:15 - Surveying the European Regulatory Landscape

Updates on Key Regulatory Developments in Ireland and Europe

Moderator:

  • Mark White, Partner, McCann Fitzgerald

Panellists:

  • 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

11:15 – 11:20 - Closing Remarks

Barry O’Dwyer, Blackrock, IFIA Chair

Bernard J. Grzelak
Lord Abbett & Co.
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Mark White
McCann FitzGerald
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Kevin Barr
SEI
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Andrew O’Callaghan
PwC
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Tae Yoo
HKEx
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