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ANNUAL GLOBAL FUNDS CONFERENCE 2015 Innovative Financial Minds - Working for You Irishfunds.Ie WELCOME ANNUAL GLOBAL FUNDS CONFERENCE 2015 Innovative Financial Minds - Working for you irishfunds.ie WELCOME Pat Lardner, Chief Executive, Irish Funds It is my great pleasure to welcome existing main and events website needs of fund promoters. We worked With Gratitude I hope you find the conference you to our 2015 Annual Global and improved areas on setting up in closely with both the Irish authorities informative and thought-provoking. As Funds Conference, under the theme Ireland, distribution and product. All of and the fund management community Indeed we are fortunate to be joined always, please let me know if there are “Innovative Financial Minds- Working this coupled with better navigation and to ensure the ICAV is tailored to meet by a range of superb speakers - people additional areas or topics you would for You”. As you make your way search functionality and a member’s the investor’s needs. The ICAV provides with deep experience and broad like to see featured in future events. through the conference venue you area that links with our new dedicated an additional option for promoters, perspectives. We thank them for During the course of the event we will notice a significant change to the information portal aims to make it a complementing the established affording us the time to debate and hope to engage you on the evolving name, logo and general look of the one-stop shop for all the information range of Irish fund vehicles available better understand the forces shaping set of opportunities and challenges Irish Funds Industry Association. Our you may require. We hope a new here. Initial interest appears to be the industry. continually emerging. new brand identity which is clean, section on Regulatory and Technical strong with 21 registrations since the expert, confident and concise reflects topics will make us leaders in providing legislation was enacted on March 9th We would also like to extend gratitude We are delighted to welcome both on our strengths, values. It projects you with up to date information on all of this year. to our sponsors – your support is Minister Simon Harris and Gareth us as the ‘face and voice’ of the the topics that affect your investment crucial to putting on a quality event Murphy, Director of Markets at the investment community in Ireland. It funds business. Incorporating these IFS2020 and your support of the broader Central Bank as key note speakers at projects our knowledge, confidence and elements put forward by members and The government’s IFS2020 strategy discussions and debates around our our Conference today. qualification to represent the industry stakeholders should make each visit represents a new action-orientated industry is of benefit to all. on an international scale while still rewarding and informative. approach to growing and developing Pat Lardner, applying our unique Irish personality. the international financial services The work that occurs over many Chief Executive, Some Important Topics sector. We hope the overall approach months to organise and stage the Irish Funds Beyond logo and name you will find and delivery of IFS (with Funds as conference remains largely unseen but that our new brand has filtered down ICAV the largest sub-sector) will assist our is undertaken with serious commitment throughout the organisation and will The ICAV, a new corporate vehicle members and their businesses to and enthusiasm by the Conference touch on every aspect of our structure. designed for Irish investment funds, compete, develop and grow. Working Group and the Irish Funds now provides a tailor-made corporate team. Many thanks for your input in We are also pleased to also announce fund vehicle for both UCITS and Irish Funds will continue to work making this event what I know will be a the launch of our new website. The alternative investment funds (AIFs). collaboratively with Government great success. domain has not changed- we are The ICAV legislation is an important to deliver on IFS2020 by growing still www.irishfunds.ie but the online further step in strengthening Ireland’s our industry actively engaged with experience we offer is vastly improved. standing as a leading domicile for government throughout the process. Some of the enhancements include: international funds and demonstrates a clearer more defined member’s that we are continuing to take a pro- directory area, a merging of our active approach in meeting the evolving PAGE 2 - ANNUAL GLOBAL FUNDS CONFERENCE ANNUAL GLOBAL FUNDS CONFERENCE - PAGE 3 WELCOME FROM THE CHAIRMAN Tadhg Young, Chairman, Irish Funds As Chairman of Irish Funds it is my Looking forward We look forward to a continuation great pleasure to welcome you to of our working relationships with all Dublin for our Annual Global Funds Our alignment with the actions stakeholders including the Central Conference. I hope that our agenda outlined in the Government’s IFS2020 Bank of Ireland and the Government which will address policy, regulatory Strategy directly impacts the activities and appreciate their involvement in and commercial aspects of the of the association over the coming today’s conference. if you industry is of benefit to you and your years. This opportunity along with organisation. other wider European objectives such It is an honour for me to be the as contributing towards the Capital Chairman of Irish Funds and I look The work of the association in 2015-16 Markets Union discourse are key areas forward to working with you over the will focus on a number of continuing that Irish Funds will focus on. At the next twelve months. strategic objectives: same time we will continue to take demand into consideration and work on those • Local, European and International matters which enhance our capabilities Regulation and Advocacy as an industry and the ease with which • Promotion and Marketing our clients can do business. We will • Education and Standards continue to play our part here at home and also on the wider European stage service Our work could not be achieved without with the EU institutions and through the active and valued involvement of our membership of EFAMA. our membership. The restructuring of the association’s working groups, now expanded to 7 steering groups and 35 working groups is facilitating greater excellence industry-wide participation. Irish Funds irishfunds.ie ANNUAL GLOBAL FUNDS CONFERENCE - PAGE 5 acacomplianceeurope.com AGENDA Wednesday – 9.25 AM 11.15 AM June 10, 2015 INTERVIEW WITH; KEYNOTE SPEAKER Peter D Sutherland SC, United Nations Simon Harris TD, Minister of State at Special Representative for Migration the Departments of Finance, Public 11.00 AM – 6.00 PM and Development and President of Expenditure & Reform, and the GOLF NETWORKING EVENT the International Catholic Migration Department of the Taoiseach (Prime Luttrellstown Castle Golf Commission. Minister). & Country Club GOVERNANCE, RISK, AND 9.50 AM 11.35 AM Kindly sponsored by CEO PANEL, OPPORTUNITIES (AND A PRACTICAL FOCUS ON KEY COMPLIANCE FOR THE ASSET CHALLENGES) FOR THE ASSET ASPECTS OF DISTRIBUTION MANAGEMENT INDUSTRY MANAGEMENT SECTOR There are three main topics the Thursday – This panel will discuss the various distribution panel will address; the stages of managing businesses, from potential for disruption in fund What we do: June 11, 2015 start-up phase to medium size through distribution (such as technology and to large scale organisations. Raising the growth in platforms), practical • Project management of SEC, NFA (CFTC), and FCA ANNUAL GLOBAL FUNDS assets, investor demands, challenges considerations for successful fund Registrations CONFERENCE 2015 INNOVATIVE to overcome and challenges that were distribution in 2015 and AIFMD as FINANCIAL MINDS – WORKING met. It will also look at how to scale for a game changer for distribution in • EU directive compliance – AIFMD, EMIR, MiFID II FOR YOU growth and when is big, big enough? Europe. The session will focus on RDS (THE ROYAL DUBLIN SOCIETY), Each panel member will touch upon the 3 most significant markets in • Compliant SEC, CFTC, and EU fund marketing advice MERRION ROAD, BALLSBRIDGE, their own business outlook for the years Europe from an Irish fund distribution DUBLIN 4 ahead. perspective UK, Switzerland and • Mock FCA, SEC, and NFA (CFTC) examinations Germany. 7.30AM MODERATOR: • Independent regulatory health checks and audits REGISTRATION OPENS Kieran Fox, Business Development MODERATOR: Director, Irish Funds Industry Ken Owens, Audit Partner Asset • Ongoing compliance support 7.30AM Association Management Group, PwC BREAKFAST ® • Fund performance and GIPS Verification related Kindly sponsored by PANELLISTS: PANELLISTS: services Bill Smith, Chief Executive, Lazard Alex Marshall-Tate, Senior Investment Asset Management Limited Officer, Citi Private Bank. • Cybersecurity risk reviews Adrian Duffy, ‎Senior Managing Hector McNeil, Co-CEO, WisdomTree Director, Guggenheim Partners Europe. • Regulatory reporting technology 9.00 AM Martin Gray, Investment Director & Daniel Hafele, CEO, ACOLIN Fund WELCOME – Irish Funds Chairperson Senior Fund Manager, Coram Asset Services AG. • Education and compliance training Tadhg Young, Irish Funds Chairperson, Management Will Maydon, Director and Shareholder, State Street Alastair Blair, Country Managing Campion Capital. For more information, contact Ron Weekes at Director, Accenture, Ireland Rob Rosenberg, COO, Heptagon 9.10 AM Capital. [email protected] or visit our WELCOME 10.45 AM website acacomplianceeurope.com. Pat Lardner, Chief Executive, COFFEE BREAK
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