Boston, US Roadshow 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 Boston Investment Seminar takes place on 11th March 2015.
The seminar will focus on the type of products that can be domiciled in Ireland with emphasis 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, ChiefExecutive Officer, IFIA
Global distribution Trends and Key Considerations for US Asset Managers and Promoters Presentation followed by Discussion by Panel
- Gavin Nangle, Head of Asset Manager Solutions – Offshore, State Street International (Ireland)
- Ellen Needham, Senior Managing Director, Head of Global Funds Management State, Street Global Advisors
- Peter Mahoney, Head of Fund Accounting, Vanguard
- Kevin Murphy, Partner, Arthur Cox
- Cyril Delamare, CEO, MontLake Capital
Dr. Christopher Probyn, Chief Economist, State Street Global Advisors
Updates on Key Regulatory Developments in Ireland and Europe
- Cormac Commins, Partner, William Fry
- Christopher Christian, Financial Services Partner, Dechert LLP
- Ryan Louvar, General Counsel, WisdomTree Asset Management Inc
- Deirdre Power, Partner Deloitte
- Patrick O’Brien, Executive Director, J.P. Morgan
Pat Lardner, Chief Executive Officer, IFIA
Cyril is the Chief Executive Officer at ML Capital. Prior to co-founding ML Capital, Cyril was a Partner and CEO at Tara Capital, a leading global distributor of hedge funds which helped money management clients attract over $3 billion in new assets. Cyril’s responsibilities at Tara included directing a multilingual institutional sales team of 20, manager sourcing and selection and due diligence. He has covered investors and run coverage groups across every region of Europe since 2000 with a particular focus on France and Switzerland. Cyril gained a degree in International Business from L’Institut Supérieur Européen de Gestion et de Commerce (ISEG) in Lyon.
Pete graduated from Bloomsburg University of Pennsylvania in 1996 with a BA in Finance.
Christopher D. Christian advises U.S. and European asset managers and investment funds and their boards of directors, including U.S. registered funds, funds organized under the European Union directive on Undertakings for Collective Investment in Transferable Securities (UCITS), and funds organized in other jurisdictions offered on a private basis.
Mr. Christian’s practice has a significant international component. He advises offshore funds on compliance with U.S. regulatory requirements and routinely counsels European retail and institutional funds on organization, registration, corporate governance, and global distribution issues. He has assisted clients in coordinating offering advisory services and various types of investment funds in compliance with local law in jurisdictions in Europe, Asia, the Middle East, and Latin and South America.
Mr. Christian is Chair of the International Bar Association’s Investment Funds Committee.
Patrick O’Brien is Head of Citi’s Irish Fund Services Product and responsible for the growth of our Irish and offshore business.
He has over 20 years industry experience and was previously employed at J.P. Morgan and GAM Fund Management. At J.P. Morgan, Patrick’s roles included Head of Fund Services Client Strategy, European Fund Services Lead & Product Manager for their European Transfer Agency. At GAM Fund Management, he was Head of Shareholder Services where his responsibilities covered a diverse fund range including multi-manager & single manager hedge funds, UK OEICS and UCITS.
Patrick’s experience and background has covered multiple roles including client services, sales, operations and product management. He graduated with an MBA in 2003 and also holds the Investment Management Certificate in the UK.
Patrick is very active in the funds industry and was elected to the Irish Funds Industry Association council in July 2014.
He has extensive experience in advising on the legal and regulatory issues relating to the establishment and ongoing operation of private and public investment funds in Ireland. Kevin’s clients include many of the world’s leading financial institutions, investment banking and asset management companies. He is also a member of An Taoiseach’s (the Prime Minister’s) Legislative Sub-Committee on Funds. Kevin was previously a corporate and securities partner in the US with a leading US law firm. Kevin is also a member of the American Bar Association and the IBA. Kevin is a former Chairman of the Irish Funds Industry Association Limited (Irish Funds) and retired from the Council of Irish Funds in 2015 upon completion of his term of office.
Deirdre Power is a Financial Services Tax Partner and is Head of the Financial Services Tax Group of Deloitte in Ireland, she was also appointed to the Board of Deloitte Ireland.
She is a Chartered Accountant with more than fifteen years’ experience in advising financial services clients in the areas of investment management and funds, leasing, banking, securitisation and structured finance.
She was previously Chairman of the Irish Funds Industry Association (IFIA) and is currently a member of the IFIA Domestic Tax Group. She is also appointed to the Banking and Treasury Tax Group and is a member of the Deloitte Global Asset Pooling team.
She works with service providers and asset managers on all areas of their business including; Product structuring and set up (alternative and mutual funds, including CCF asset pooling structures) operational tax strategies, including tax reclaims and relief at source claims, Tax reporting, Target operating models from a tax, operational and risk management perspective.
She has spoken extensively at investment management conferences and written on a wide range of topics relevant to the industry.
Cormac is a Partner in the Arthur Cox Asset Management & Investment Funds Group. He specialises in the establishment and operation of all types of regulated investment funds pursuing a wide variety of investment strategies, including UCITS and QIAIFs. He also advises on the establishment and ongoing regulatory obligations of providers to funds, including management companies, administrators and depositories.
Cormac has over 22 years’ experience in the funds industry, the first five of which were in an in-house position with a global funds provider, with the remainder spent in practice with another Irish law firm where he was a senior partner in the asset management and investment fund’s unit.
Cormac is a past member of the Irish Funds Trustee Committee, a past Chair of the Irish Funds Marketing Committee and is actively involved on a number of industry working groups.
Ellen is a Senior Managing Director of State Street Global Advisors; Head of Global Funds Management, President of SSGA Funds Management, Inc. In her role, she is responsible for managing firm-wide processes that focus on governance, fund structure, product viability, ongoing monitoring and regulatory coordination across all products globally.
Prior to her current role, Ellen formed the Product Management function in North America across all product types. This included product support and management of the SSGA registered fund products, including the SSGA Mutual Funds, the SPDR Exchange Traded Funds and institutional money market funds. She also manages the oversight for various limited partnerships and unit investment trusts. She has also coordinated the product support and management initiatives for SSGA's Intermediary Business Group product lines. Ellen has been involved in the investment industry for over twenty years, beginning her career at State Street in 1989.
Ellen is a graduate of Boston College with a BS in Finance and holds Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses. Additionally, she is currently the Corporate Treasurer and member of The Board of Trustees of Beth Israel Deaconess Hospital-Milton and was a former Trustee for the Carroll Center for the Blind.