Washington DC Seminar March 2019
The Irish Funds Washington seminar will take place on Wednesday, 13 March in Sofitel Washington DC Lafayette Square, 806 15th Street NW, Washington.
This seminar will be of interest to those involved in the investment funds industry in either an asset management, regulatory or advisory capacity and the agenda will feature panel discussions and presentations on international regulatory trends, the growing importance of ESG investing and information on fund structures and distribution in Europe.
- Brian Forrester, Chairperson Irish Funds, Deloitte
- Daniel Mulhall, Ambassador of Ireland to the United States
- Joe LaRocque, Legg Mason
- Lorena Dunne, William Fry
- Michael Pedroni, Managed Funds Association
- Stuart Fross, Foley Lardner
- Michael Barr, A&L Goodbody
- Daniel Forbes, DMS Governance
- Joe LaRocque, Legg Mason
- Lorcan Murphy, Acolin
- David O'Flaherty, Intertrust
- Kieran Fox, Irish Funds
Brian is a Partner in the Financial Services Audit team at Deloitte. His primary expertise is in the delivery of audit and advisory services to clients in the investment management industry. Brian has over 18 years experience in the area and has worked in three key investment management jurisdictions, namely Ireland, the Channel Islands and Grand Cayman. Brian has led a number of risk and operational reviews across the sector and has extensive experience of due diligence projects for large transactions.
Daniel Mulhall took up duty as Ireland's 18th Ambassador to the United States in August 2017. He was born and brought up in Waterford and undertook his undergraduate and post-graduate studies at University College Cork where he specialised in modern Irish history.
Ambassador Mulhall joined the Department of Foreign Affairs in 1978 and had his early diplomatic assignments in New Delhi, Vienna (OSCE), Brussels (European Union) and Edinburgh where he was Ireland's first Consul General, 1998-2001. He served as Ireland's Ambassador to Malaysia (2001-05), where he was also accredited to Laos, Thailand and Vietnam. In 2005, he was conferred with an Honorary Fellowship by the Royal College of Physicians of Ireland for his work in connection with the Asian tsunami. From 2009 to 2013, he was Ireland's Ambassador to Germany.
Before coming to Washington, he served as Ireland's Ambassador in London (2013-17). During his time in Britain, he was a regular speaker on political, literary and historical topics at Universities all over the country, including at Oxford, Cambridge, Edinburgh, Glasgow, Manchester, Durham, King's College London and the London School of Economics. He also spoke at the Oxford Literary Festival, the Newbury Festival, the Liverpool Literary Festival and the Edinburgh International Book Festival. He was a regular speaker at the University of Liverpool's Institute of Irish Studies and is an Honorary Fellow at the Institute. Before departing for Washington, he was made a Freeman of the City of London in recognition of his work as Ambassador.
During his diplomatic career, Ambassador Mulhall has also held a number of positions at the Department of Foreign Affairs and Trade, including as Director-General for European Affairs, 2005-2009. He also served as a member of the Secretariat of the Forum for Peace and Reconciliation (1994-95) which was set up in 1994 in order to promote political dialogue between different political traditions in Ireland. From 1994-98, he was the Department's Press Counsellor and in that capacity was part of the Irish Government's delegation at the time of the Good Friday Agreement 1998.
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
Lorena is a London-based Partner in William Fry's Asset Management & Investment Funds Department with significant experience in advising a range of leading international asset managers on all matters connected with the establishment and ongoing operation of UCITS and alternative investment funds in Ireland.
Lorena is a member of the 100 Women in Finance (100WF), Dublin steering committee and led coordination of the recent high profile launch of 100WF's NextGen Dublin initiative, which focuses on supporting the career development of women with up to 10 years' experience in the finance industry.
Michael N. Pedroni is MFA’s Executive Vice President and Managing Director of International Affairs. Michael leads and directs MFA’s international department, working closely with MFA Members and staff to advance the association’s legislative and regulatory priorities. Reporting directly to MFA’s President and CEO, Michael guides MFA’s European and international strategy.
Michael brings more than two decades of experience in financial policy, regulation, markets and central banking. Prior to joining MFA, he served under the last four Treasury Secretaries, beginning his tenure at Treasury as the first Director of the re-established Markets Room, just as the financial crisis was unfolding in the summer of 2008. After that, Michael directed the Western Hemisphere Office before moving to Brussels for three years as the U.S. Financial Attaché and head of Treasury’s office in Europe. Most recently, he worked at the White House during the previous Administration, acting as Senior Director for Global Economics and Finance, before rejoining Treasury during the current Administration as Senior Executive Director for International Economic Analysis. Michael has also worked at the Federal Reserve Bank of New York and as an international economist at the International Monetary Fund and the inter dealer-broker, ICAP.
He graduated from Yale University and received a Master’s Degree in International Affairs from Columbia University. He was also a Fulbright Scholar in Germany and is conversational in German, Italian, and French.
Stuart Fross is a partner and business lawyer with Foley & Lardner LLP where he concentrates his practice on securities laws and regulations, as part of the Private Equity & Venture Capital, Transactional & Securities and International Practices.
Mr. Fross’ main focus is investment managers and pooled investment vehicles, including U.S. registered open-end, closed end and exchange traded funds, bank collective investment funds (with an emphasis a stable value funds), UCITS funds, as well as private funds, organized in the US and offshore. Mr. Fross has extensive experience with cross-border distribution related issues for registered and unregistered funds
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.
David is a Senior Business Development Manager at Intertrust based in Ireland with responsibility for growing the business across our three core business lines; Funds, Capital Markets and Corporate Services.
David has over 15 years’ experience in financial services and resided in New York for five of those years working with some of the leading, global financial institutions.
Intertrust focuses on delivering high quality tailored services to its clients with a view to building long-term relationships. Intertrust’s business services offering comprise capital market services, corporate services, fund services and private client services.
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.
Joining DMS in August 2016, executive director Daniel Forbes heads the company’s New York office, where he oversees business development and client relations across multiple product lines, including offshore and European solutions for both traditional and alternative asset managers. With an extensive background in AIFMD, UCITS products and other alternative investment vehicles, Forbes will play a key role in helping DMS enhance both onshore and offshore governance capabilities. Previously, Forbes served as an attorney in the Asset Management & Investment Funds group at Dublin-based international law firm Dillon Eustace. While heading the firm’s US Representative Office in New York, Forbes advised US asset managers on the establishment, structuring, financing, public/private distribution and ongoing operation of traditional, hedge, private equity, and real estate funds, within the AIFMD and UCITS framework. Additionally, Forbes spearheaded US business development on behalf of Dillon Eustace, covering all practice areas of the firm’s Irish and Cayman offices, including Banking & Capital Markets, Securitization & Structured Finance, Corporate M&A, and Litigation. Forbes is a regular speaker at industry seminars and conferences, where he frequently discusses the impact of EU regulatory issues on the US asset-management community. Forbes is a member of the North American events committee of the Irish Funds Industry Association. He is a graduate of University College Dublin, and a member of the Law Society of Ireland.