North American Digital Seminar
*Registration is now closed*
The Irish Funds North American Digital Seminar will feature presentations and panel discussions from leading experts on fund distribution and market access in Europe, the opportunities and challenges of Brexit and the evolution of sustainable investing and what it means in today’s marketplace. Our digital platform will also facilitate quality 1-1 attendee networking and interaction over the course of the seminar.
Lisa Kealy, Chair, Irish Funds, Partner, EY
This panel will discuss the advantages accessing global investors via Irish domiciled funds.
- Marion Mellet, William Fry
- Susie Shahab, Lord Abbett
- Joe LaRocque, Legg Mason
- Scott Johnston, Vanguard
- Paul Williams, Polen Capital
This panel will provide an update on Brexit and implications for global asset managers.
- Des Fullam, Carne Group
- Adrian Hilderly, First Sentier Investors
- Jackie O’Connor, Goldman Sachs
- Karoline Keane, MAN Group
This panel will discuss the opportunities and challenges in the sustainable investment market.
- Lesley Bell, PwC
- Rael McNally, BlackRock Renewable
- Eoin Fahy, KBI Global Investors
- Alessia Falsarone, PineBridge
Niamh Mulholland, KPMG
Kieran Fox, Irish Funds
Lisa Kealy leads EY’s Wealth and Asset Management (WAM) Practice and is a member of EY’s European WAM Leadership Committee. Lisa is EY’s Exchange Traded Funds (ETF) leader for Europe and chairs our global ETF Committee. She has been an assurance partner with the firm for the past 12 years and has extensive experience in advising clients on various aspects of accounting, regulatory and operational change.
Lisa is the current Chair of Irish Funds and is a frequent speaker at industry conferences in Europe and contributor to leading financial services industry publications.
Lisa holds a first class honours degree in Pure Mathematics from Trinity College Dublin and is a fellow of the Institute of Chartered Accountants in Ireland, from which she holds a practicing certificate.
Marion Mellett is Head of the Global Fund Registrations Solutions team in the Asset Management & Investment Funds department of William Fry. Her primary area of expertise is investment funds, in particular the overseas regulatory passporting of Irish, Lux, Swiss and UK domiciled UCITS, UCITS ETFs and AIFs (whether by way of private or public offering) in EU and non-EU jurisdictions (including South Africa) and also the rules and requirements relating to the listing of UCITS ETFs on stock exchanges across Europe, LatAm and Switzerland.
Marion has extensive experience in the ongoing regulatory compliance and filing requirements of UCITS and UCITS ETFs in order to maintain compliance with all relevant regulatory and exchange obligations. Marion also advises clients on areas of distribution and marketing compliance including private placement and reverse solicitation
Marion is the current chair of the Irish Funds Europe/Other Continental Distribution Working Group and a member of the Irish Funds Switzerland, Austria & Germany Working Group.
Susie Shahab is a Director at Lord Abbett on the International distribution team. She is responsible for managing and expanding relationships with the firm’s largest broker dealers and wealth management clients with a specific focus on the Americas region. Susie also works with the team to implement specific strategic initiatives as they relate to the growth of the International business. She has been in the industry for over 20yrs with a specific International focus for 18yrs.
Managing Director, Affiliate Strategic Initiatives, joined Legg Mason in 2001 and has worked in various capacities within the asset management business. In this role, Joe has the responsibility of working with affiliates on their strategic and tactical priorities and to align their interests with that of Legg Mason. He also is the Chairman of the Legg Mason sponsored cross border mutual funds in Ireland.
Prior to this, Joe was the Chief Administrative Officer of the international business and also previously headed the International Product Management function where his team was responsible for market intelligence, product development, product restructuring and registration as well as product revenue sharing with affiliates, service provider interface and board governance for the international product set. The international product set includes both cross border (offshore) and locally domiciled product ranges. Joe also serves as both a current member and past Chairman of the Legg Mason Valuation Committee.
Previously, he had been responsible for the sales, marketing and operations of Legg Mason Global Distribution in the Americas, as well as the oversight of the offshore funds’ service providers. Prior to joining Legg Mason, Joe spent 10 years in the domestic and offshore mutual fund business at PricewaterhouseCoopers’ Boston, Dublin, Ireland and Baltimore offices. He received a Bachelor of Science and a Master of Business Administration from Southern New Hampshire University and is a Certified Public Accountant. Joe is also past Board Chair of Boys Hope Girls Hope Baltimore
Scott Johnston is Head of Portfolio Review for Vanguard Americas, where he is responsible for product strategy and management for Canada, Mexico and South America. Within the Americas, his priorities include providing world class ETFs and Funds for use by retail investors, as well as advice and perspectives to help clients build high quality investment portfolios. Previously, Mr. Johnston was Head of Product Strategy for Global UCITS at Vanguard, serving clients in the Americas, Europe and Asia.
Prior to joining Vanguard in 2016, Mr. Johnston worked in various global leadership roles in banking and management consultancy, focusing on wealth management and digital investing. Mr. Johnston earned an Honours BA in economics and management from the University of Oxford, and is a CFA charterholder.
Mr. Williams joined Polen Capital Management in 2019 and is based in London with responsibility for the firm’s international efforts, including the development and execution of strategic initiatives outside of The Americas. Prior to joining Polen Capital, he was the Head of Business Development for RBC Global Asset Management UK, and prior to that he was CEO of Old Mutual Asset Management International. In a career dating back over 30 years, he has managed teams and strategies across all areas of business development; client servicing, marketing, product management and distribution, and has successfully led international expansion plans for a number of organizations.
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.
Adrian Hilderly is the Head of First Sentier Investors Ireland, having moved to Dublin in early 2019 to take responsibility for the management and development of FSI Ireland’s operations. He is a Director on various company and fund boards and a member of First State’s EMEA management team. Previously Adrian was First State EMEA Head of Risk & Compliance, and has over 30 years’ industry experience, including roles at BlackRock, Merrill Lynch and Schroders
Jackie O’Connor is chief executive officer of Goldman Sachs Asset Management Fund Services Ltd (GSAMFSL), GSAM's Irish Domiciled UCITS Management Company and Alternative Investment Fund Manager. Prior to her current role, she was international head of regulatory reform for GSAM, responsible for identifying and implementing requirements under new regulations within the EMEA and Asia Pacific regions. Ms. O’Connor joined GSAM in 2000 and has held a variety of roles, including global project manager for the Client Relationship Management teams, as well as manager of the European Client Implementation Management team. Before joining GSAM, she spent five years in Internal Audit. Earlier in her career, Ms. O’Connor worked for five years in a number of roles in the Operations, Technology and Finance divisions. She joined Goldman Sachs in 1990 as an analyst and was named managing director in 2019. Before joining Goldman Sachs, she worked for the London Stock Exchange. Ms. O’Connor earned a BSc, with honors, in Zoology from Sheffield University in 1982.
Karoline Keane acts on the investments side for Man Asset Management (Ireland) covering AIFs and UCITS spanning discretionary, systematic and private markets asset classes. Karoline also advises on product structuring and development for Man’s private markets and tailored solutions businesses and leads client implementation. Prior to Man, Karoline worked for Citibank Europe plc and The Children’s Investment Fund. Karoline is also a Lecturer for the Institute of Bankers for Legal and Regulatory Aspects of Applied Alternative Investments. She is an active member of various industry groups and is currently a Chair of the AIMA Ireland Steering Group.
Lesley is an Audit Director within the Asset & Wealth Management Group in PwC Ireland and has been with the firm since 2002. She is a fellow of the Institute of Chartered Accountants in Ireland.
During her time with the firm, she has worked with numerous asset managers who have products based in Ireland and also other offshore locations from both an assurance and advisory perspective.
Lesley has been involved in the Irish Funds working groups and currently sits on the ESG Servicing, Innovation and Data working group.
Rael McNally, Director, is a founding member of BlackRock Renewable Power and BlackRock Infrastructure. Mr. McNally also played a lead role in the establishment of BlackRock's c.$12bn global Infrastructure Debt platform. Mr. McNally has been responsible for originating investment opportunities, establishing industry partnerships, leading transaction execution, portfolio optimization and exits as well as identifying new investment strategies in the clean infrastructure space. He is a rotating member of the GRP Investment Committees. Prior to joining BlackRock in 2011, Mr. McNally was a member of the Treasury and Corporate Finance team at NTR plc. Mr. McNally’s responsibilities included advising management and the board on capital allocation, investment structuring, organizational restructuring as well as the negotiation of shareholder and JV partnerships and buy-outs. Immediately prior to joining BlackRock Mr. McNally spent time with U.S. wind developer, Wind Capital Group supporting a corporate fundraising, business restructuring and a series of project and tax equity financings. Previously, he served as an Executive with KPMG Corporate Finance in their M&A and Valuations practice where he worked on various energy and infrastructure projects. Mr. McNally holds a first-class honors degree and a Masters in Management Science and Information Systems Studies from Trinity College, Dublin, as well as a Masters in Accounting from the Smurfit Business School, UCD. He is also a Fellow of the Chartered Accountants Institute.
Eoin has been with KBI since 1988, and has been Chief Economist of the firm since 1990. He was also appointed Head of Responsible Investing in 2014. He is involved with various Responsible Investing organisations including the United Nations Principles for Responsible Investing (PRI), the US Social Investing Forum, SIF Ireland and CDP Ireland among others. He was appointed by the Irish Government to be a board member of Ireland’s Electricity Supply Board (ESB) in 2001 and also to be a member of the Commission on Taxation in 2008. He is a frequent contributor to Irish and international media.
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.
Niamh leads KPMG’s Asset Management Regulatory practice having joined the firm from the Central Bank of Ireland (CBI) in 2015. While at the CBI Niamh acted as the ESMA Board of Supervisors internal co-ordinator, was a member of a number of ESMA Standing Committees and was involved in the negotiations to enact the EU Market Abuse Regulation, MiFID II/MiFIR and PRIIPs.
Since joining KPMG, Niamh has been providing both Regulatory and AML/CTF advice as well as regulatory change support to a number of Irish, UK and US asset management clients. She has also assisted clients with their applications for authorisation under MiFID, AIFMD & UCITS in Ireland & the UK, capital and reporting requirements and with their preparations for supervisory engagements.
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.