Lara Aherne is a managing counsel at State Street Global Advisors, leading the EMEA Product Legal team since 2012. She advises on legal considerations relating to the European fund range, including structuring/restructuring, governance and regulatory matters. From 2005 to 2012, Lara practised at the Luxembourg law firm of Bonn Schmitt, avocats, where she focused in mergers and acquisitions, investment funds and corporate law. Lara was called to the Irish Bar in 2004 and qualified as a New York attorney in 2005. She holds a BL from King’s Inns in Dublin as well as a BCL from University College Cork, the National University of Ireland.
John Aherne is a senior associate in the Asset Management & Investment Funds Group at A&L Goodbody. John advises on the establishment, authorisation, operation and maintenance of Irish regulated funds across the UCITS and AIF product spectrum. He also advises on regulatory issues impacting asset managers more generally. Prior to joining A & L Goodbody, John was a senior counsel with HSBC Global Asset Management in London and was a senior associate in the London investment funds group of Eversheds LLP. John is a member of the Irish Funds MiFID II Working Group and the EFAMA Distribution and Investor Protection Working Group.
Hina is a Managing Director, Global Compliance Officer, US General Counsel and member of the Executive Committee. Prior to joining us, she was an attorney at Woodside Counsel, specializing in corporate transactions and regulatory matters. Previously, Hina was a senior associate in the Corporate and Financial Institutions Groups at Skadden, Arps. She also served as an executive at various technology and energy start-up companies. Hina is admitted to practice in New York and California. She holds a Juris Doctor from Columbia Law School and a Bachelor of Arts from McMaster University.
Olwyn Alexander is a partner in the audit practice and leads PwC Ireland's alternative asset management practice.
Olwyn spent 6 months working in PwC Dallas and 4 years working in PwC New York specialising in hedge funds, structured products and private equity.
Olwyn co-chaired the AIMA Guide to Sound Practices for Hedge Fund Valuation and was a member of the expert working panel for IOSCO's principles on hedge fund valuations in 2007. She has also presented at numerous global hedge fund conferences and has published a number of articles on alternative investments, in particular on valuation.
Olwyn is a member of the AIMA research committee, a Director of the Society of Investment Analysts of Ireland, the PwC representative on the Alternative Investment Management Committee with the Irish Funds Industry Association and is also a Fellow of the Institute of Chartered Accountants in Ireland. Olwyn obtained her Chartered Financial Analyst qualification in 2003.
Stuart Alexander is Co-Founder and Chief Executive of Gemini Investment Management Ltd, authorised and regulated by the FCA, which commenced business in 2009. He is also a Director of Gemini Capital Management (Ireland) Ltd (GemCap) which in 2016 was incorporated in Ireland and approved as a UCITS Management Company (ManCo) by the CBI. He has over 30 years’ experience in the fund management industry and previously was Managing Director, Close Investments (2005-2007), HBOS’s Asset Management, Director (2001–2005), Invesco Fund Managers Ltd, Sales Director (1996–2001), Singer & Friedlander Investment Management Ltd, Director (1992-1996), Morgan Grenfell (1988–1992) and Gartmore (1986–1988). During his career Stuart has successfully launched a number of businesses in the asset management industry and has overseen the growth of many of these businesses in the UK and Globally.
David Allen is the Head of Risk Analysis for Amundi (formerly Pioneer Investments) Fund of Hedge Funds business where he is responsible for operational due diligence and risk. David has been a member of the Fund of Hedge Funds Investment Committee since 2010, prior to which he served as Chief Administration Officer for the alternatives business from 2004 to 2010. Prior to joining Pioneer in 2004, David served as the Finance Manager for KBC Alternative Investment Management in London and Head of Hedge Fund Administration for Deutsche Bank in Ireland. David qualified as a Chartered Accountant with PwC in 1997 and holds a B.Comm and M.Acc from University College Dublin.
He joined Pioneer Investments in September 2013 as part of the Future Leaders Program and has been focusing on Investments, Products and Technology sectors across our global offices. Prior to joining Pioneer Investments, Hicham was a Physicochemistry Research Engineer Apprentice with Essilor International. He also was involved in start-ups in the technology space. Hicham holds a Master’s Degree in Optical Engineering from Institut d’Optique ParisTech and has a Master’s Degree in Management from the London Business School.
Matthew Appelstein, CFA, CPA, leads RBC Global Asset Management’s (RBC GAM) distribution efforts in the U.S., prioritizing investment strategies and building the brand. Matthew has been leading institutional, sub-advisory, consultant relations, alternative and retail sales teams since he began his career in 1983. He has also held several senior product management and marketing positions. Matthew joined RBC GAM in 2011 from Old Mutual Asset Management, where he served as head of global distribution, responsible for building the firm’s distribution activities, and overseeing the public relations and marketing efforts.
In addition to other senior roles at Old Mutual, Matthew previously held positions in consultant relations, marketing and finance at Fidelity Investments, and managed business investigation services and mergers & acquisitions at Coopers & Lybrand. He earned a BA in Accounting from the University of Massachusetts and holds FINRA Series 6, 7, 24 and 63 licenses, as well as CFA and CPA designations. Matthew is also registered as an Associated Person and Branch Manager with the National Futures Association.
Antonio joined ESMA in August 2011 and works as a Senior Policy Officer for Investment Management within the Investors and Issuers Department. Antonio deals with the EU legislation on asset management (UCITS Directive, AIFMD and ELTIF Regulation) with a specific focus on remuneration and depositary-related matters. He represents ESMA as an observer within the IOSCO Committee on Investment Management (C5). In the past, he also contributed to the ESMA and IOSCO activities on benchmarks. Prior to joining ESMA, Antonio was a senior associate at the law firm Arendt&Medernach in Luxembourg where he advised a wide range of international clients on setting up investment funds. He also worked for two Italian law firms in Brussels and Padua specialising in European competition law and litigation. He qualified as a lawyer in Italy and was registered as a EU foreign lawyer in Luxembourg. Antonio holds a law degree from the University of Padua, a master degree (DESS) in European Litigation from the University of Luxembourg and the University of Strasbourg “R. Schuman” as well a Postgraduate Diploma in EU Competition Law from the King’s College (London).
Ian Barnes is Head of UBS Global Asset Management in the UK and Ireland. In this role, he is responsible for the management and strategic development of the business and all client relationships in the UK. Ian joined UBS Global Asset Management in January 2012, having previously worked at Russell Investments. In his ten year career at Russell, Ian was Head of Investments EMEA and was instrumental in building their Solutions Business in EMEA. He also headed their OpenWorld global fund business. In his current role at UBS, Ian chairs the UK Management Committee. He is also a member of the European Management Committee and the UBS Group UK Executive Committee.
Michael Barr is a Partner in the Asset Management & Investment Funds Group at A&L Goodbody and focuses on various aspects of mutual funds law and regulation and on the establishment, authorisation and listing of funds in Ireland. He is currently involved in advising clients on all aspects of both the Alternative Investment Fund Managers Directive and UCITS V as well as related issues. He advises on the setting-up of various types of UCITS and AIF Irish regulated funds. Michael has also set up various unregulated structures. He also works with fund service providers in connection with depositary, administration, prime brokerage and other service agreements. He has extensive experience in the field of fund governance. Michael is a member of the AIF Product Development Steering Group of Irish Funds (the industry representative body) and has served on Irish Funds' committees for over eight years. He has been published on a number of legal topics.
Hugh B. Bolton is the Managing Director of Brown Brothers Harriman Services AG and is based in Zurich. Hugh is responsible for the firm’s strategic alignment with institutional asset manager and private bank clients and has responsibility for BBH’s European Relationship Management discipline. Hugh joined BBH’s Investor Services business in 1997. Most recently, Hugh served as Managing Director of Brown Brothers Harriman Trustee Services (Ireland) Limited and Head of the BBH Dublin office. Hugh has also co-managed the Boston Relationship Management team, with responsibility for the execution of global retention and growth strategies for some of BBH’s largest relationships. Hugh has a BA degree in European studies and French from Vanderbilt University, and an MBA from Boston University.
Yuri Bender is a financial journalist focusing on private banking, international asset management and capital markets. He has worked on a variety of titles at the Financial Times group since 1992 and was previously with Moneywise and Reed. Yuri launched FT Mandate, for the institutional investment industry, in 1999. This was followed by the pan-European magazine and website, Professional Wealth Management in 2001 and PWM Asia, in 2008. He remains editor-in-chief of both titles. He has promoted and led debate on how private banks and asset management groups must match customer needs. He moderates panels on financial, business and cultural issues in Europe, the US and Asia, has reported from developing markets including Indonesia, China, Russia and Ukraine and writes regularly for the FT newspaper. Yuri has given talks at the EBRD, FT Conferences and been interviewed on various BBC shows. He studied Investment Management at the London Business School.
Rejoined the Company in 2015 with 18 years of industry experience. Prior to his current role, Luke served as COO Asset Management for Australia on a consultant basis. Before that, he was responsible for R&D initiatives at ANZ Wealth Management, Sydney. Prior to that, he held positions in asset management at Deutsche Bank, including Regional Head of Product Strategy and Services for APAC and MENA, Acting Head of Asset Management and COO for MENA. Previously, he worked at ING Australia, where he most recently led the strategic development of all marketing and sales initiatives for the Personal Investments division. Earlier, Luke was a product manager at Asgard and MLC Australia
BEc in Economics from University of Newcastle
Principal, General Counsel & Chief Compliance Officer of Pzena Investment Management, LLC, an institutional value asset manager with approximately $39 billion AUM, and Corporate Secretary of Pzena Investment Management, Inc., the NYSE publically traded holding company of Pzena Investment Management. She is also a director of the Pzena Value Funds plc, a Pzena-advised Irish UCITS funds. Prior to joining Pzena Investment Management in 2005, Ms. Berger held a number of key legal positions at Sanford C. Bernstein & Co., Inc. and AllianceBernstein over a span of 13 years, most recently as Senior Vice President of the AllianceBernstein private client group. Prior to joining Bernstein, Ms. Berger held a range of legal and managerial positions at the American Stock Exchange. She received her J.D. degree from Hofstra University School of Law and a B.S. from Skidmore College.
Tom has over 25 years’ experience in the financial services industry and has extensive knowledge in the area of regulated funds. Tom joined Davy in 1999 and was appointed to the board in 2006. He is a director of Davy Investment Fund Services, a member of the Irish Stock Exchange and of the Institute of Bankers. His current activities include providing advice with regard to the regulatory, structuring and management aspects of Irish regulated investment funds. Tom is a Certified Investment Fund Director through the Institute of Bankers in Dublin. Prior to joining Davy, Tom worked at a director level with Alexander & Alexander and The Aon Group
Ms. Billick has worked in a variety of leadership roles across operations, product management, sales and corporate strategy within alternative and traditional investment financial services companies. She joined John Hancock Investments in 2015 as the Head of Offshore Funds with primary responsibility for the strategy and business development of its Irish domiciled UCITS funds.
Previously, she led the UCITS platform for Nuveen for nearly three years and managed strategic projects for the COO of Soros Fund Management for one year. Reporting to the head of the US location, she led corporate strategy, marketing and product development for BNP Paribas Securities Services 2005 to 2011 with a focus on developing relationships and services for its US-based traditional and alternative investment managers. Between 2001 and 2005, she headed the UCITS fund platform and managed account products for Seligman Advisors. She began her financial services career with Davis Selected Advisors in 1996 leading a shareholder services team and offshore fund product management.
Ms. Billick is a member of the ICI Global steering committee. She has served in several industry associations including Financial Women’s Association, National Investment Company Service Association, and Investment Company Institute International Operations committee. She has earned an MBA in Finance from NYU Stern and BA in Mathematics and Philosophy from St. John’s College.
Karl Bishti is a Managing Director of Credit Suisse in the Prime Services division, responsible for European Stock Loan Supply trading. He is based in Dublin. Karl has over 20 years experience in the Securities Lending industry. Prior to joining Credit Suisse, Karl worked within the Prime Services division at Bank of America Merrill Lynch (formerly Merrill Lynch International), as a Securities Lending trader between 2000 to 2004, and then as Head of Europe Stock Loan Trading from 2005 – 2009. Prior to Merrill Lynch, Karl worked at Citigroup on the Agency Lending side, within both stock loan trading and stock loan operations. Karl is also the Credit Suisse board representative for Equilend Europe and is a member of ISLA Karl holds a BA (Hons) degree in Business and Finance from Kingston University.
Alastair Blair is Country Managing Director for Accenture Ireland. Since joining Accenture in 1987 Alastair has fulfilled a number of senior roles within the company with a particular focus on financial services. He has worked with major banks and financial services organisations in the UK, Ireland, the Middle East and internationally on a broad range of strategic, communications, change management and execution initiatives. Prior to his current role, Alastair was based in London where he led Accenture’s Financial Services business in the UK and Ireland. He previously headed up Accenture’s Financial Services practice in Ireland.
Alastair has extensive knowledge of business strategy, IT, organisational change management and operational model development. He also has particular expertise in credit, risk, and asset analysis, and has helped major banks to develop governance, information and control processes.
Alastair is a member of the Executive Board of the International Regulatory Strategy Group and sits on Accenture’s UK and Ireland Executive Management Team. He is a keen supporter of the company’s diversity programme including the LGBT Straight Allies programme. A strong advocate of Accenture’s Skills to Succeed programme he has served as the internal senior champion for Junior Achievement who have a long-standing partnership with the company in Ireland.
In his spare time Alastair spends his time with his wife, Leslie, and their three young children. He is an avid sport fan with a very keen interest in golf and rugby.
Beat Blattner is Head of Representative Services at UBS Fund Management (Switzerland) AG. Together with a dedicated team of representative services specialist he is responsible for the ongoing regulatory representation of the UBS fund universe and third party mandates as well as for the implementation, management and development of UBS’s representative business in Switzerland.
Anne-Marie Bohan has 20 years experience in technology related legal matters, with specific focus on the requirements of financial institutions and financial services providers in the area. As a member of Matheson’s Asset Management and Investment Funds Group, as well as of its FinTech Group, Anne-Marie brings together funds industry knowledge, an understanding of applicable regulatory rules and regulatory requirements, and significant practical experience in advising on technology and privacy legal issues. Her experience includes advising on technology and business process outsourcings, including multi-jurisdictional cross border administration services outsourcings; electronic commerce, internet and mobile enabled financial services, and online sales; and data protection and cyber security issues, including cross-border data transfers, processing arrangements, breach guidance and data access requests.
Gayle is a head of the Irish Asset Management and Investment Funds Group of Pinsent Masons, an international law firm with 24 offices across 4 continents. She has over 16 years' experience advising prominent international asset managers in relation to all aspects of Irish regulated UCITS and alternative products and has a particular expertise in relation to cross border mergers. She advised on the first re-domiciliation of a Jersey fund into Ireland and on the cross border merger of two money market fund platforms, which was one of the first mergers effected under the UCITS IV procedures and was one of the largest European cross-border fund mergers. Gayle also provides AIFMD advice to offshore managers looking to sell into Europe. Gayle is the outgoing Chair of the Irish Funds Legal & Regulatory Committee and sits on the Irish Funds Brexit Steering Group, which liaises with the Central Bank, the Irish Government and European bodies to represent the interests of the Irish funds industry. Gayle holds a master's degree from Oxford University.