Draft Agenda
The 1st Annual
ITAS Ireland 2015 – Irish Transfer Agency Summit
29 – 30 September 2015, Radisson Blu Royal Hotel Dublin
www.itas-ireland.com
Day One: Tuesday September 29th
08:45 Registration & Morning Coffee
09:20 Chairman’s Opening Remarks
09:30 Keynote Address
10:00 Global Distribution Trends In Focus
Detlef Glow, Head of EMEA Research
LIPPER
10:30 The Future Of Alternative Fund Administration And TA Services
Bill Gourlay, CEO
IDEA
William Gilson, Managing Director, Head of Operations
BABSON CAPITAL MANAGEMENT
David Brosnan, Executive Director and Head of Client Teams, Investment Fund Operations
CLEARSTREAM GLOBAL SECURITIES SERVICES, Cork
11:10 Morning Coffee
11:30 CEO Interview: Irish Funds Industry In The Spotlight
Pat Lardner
CEO
IRISH FUNDS INDUSTRY ASSOCIATION
Ghassan Hakim
CEO
RIVA FINANCIAL SYSTEMS
11:50 Money Markets Funds In Focus
Dominic Hobson, Founder
COO CONNECT
12:20 Client Assets Regime – What Does This Mean To Investors And Asset Managers?
Moderator:
For the latest agenda and to register please visit: www.itas-ireland.com or call: +44 (0) 20 7017 7200
or email: [email protected]
Draft Agenda
Laura Wadding
Senior Manager - Enterprise Risk Services
DELOITTE IRELAND
Grainne McEvoy, Securities & Markets Supervision
CENTRAL BANK OF IRELAND
Stephanie Nolan, COO
LIFE SETTLEMENT FUNDS LIMITED
David Williams, Partner
LK SHIELDS
Alan Hawthorn, Global Head of Investor Services
ABERDEEN ASSET MANAGEMENT PLC
13:00 Lunch And Special Focus Discussion Tables
 Big Data
 Global TA
 ICAV Update
 UCITS
14:20 Fund Automation Initiatives
Olivier Lens, Head of Funds & Investment Management
SWIFT
Bernard Tancré, Head of Business Solutions - Investment Fund Services
CLEARSTREAM
Vanessa Grueneklee, Head of European Client Operations
AXA INVESTMENT MANAGERS
15:00 Talent Pool In Ireland: How Will TA Progress Further From A Processing Function To An
Integral Part Of A Fund Servicing Offering? And How Do You Design A TA Team Within The
Fund Management Structure Of The Future
Pierre-Yves Rahari, Senior VP – Head of Shareholder Services
PIMCO
Anne Keys, Managing Partner
THE PANEL
Jenny Young
Director
INVEST NI
Kieran Fox
Director – Business Development
IFIA
15:40 Afternoon Tea
For the latest agenda and to register please visit: www.itas-ireland.com or call: +44 (0) 20 7017 7200
or email: [email protected]
Draft Agenda
16:00 Client Segmentation In The Spotlight: How To Bring The TA Service Offering To The Next
Level
Andrea Mornato, Director
INVESCO ASSET MANAGEMENT
Furio Pietribiasi, Managing Director
MEDIOLANUM ASSET MANAGEMENT LTD
16:40 Best Practices for Successful Transfer Agency Operations: A Strategy, Operations &
Technology Perspective
Anand Ramachandran
ORACLE
17:10 Guest Speech I: Cyber Security Best Practice
Jamie Woodruff
ETHICAL HACKER
17:50 Chairman’s Closing Remarks
17:55 Close Of Day One
18:00 Drinks Reception & Networking Function
Day Two: Wednesday September 30th
09:00 Morning Coffee
09:30 Chairman’s Opening Remarks
Keith Hale, Executive VP
MULTIFONDS
09:40 Fund Distribution Under AIFMD – How Has This Impacted Channels?
(speaker to be announced)
10:10 Fund Distribution Support - What Is Needed Now From Support Teams?
Moderator:
Dominic Hobson, Founder
COO CONNECT
Stephen Mohan, Head of UK & Ireland
ALLFUNDS BANK
Jon Willis, Chief Commercial Officer
CALASTONE
Laurence Mumford, Retail COO
M&G INVESTMENTS
For the latest agenda and to register please visit: www.itas-ireland.com or call: +44 (0) 20 7017 7200
or email: [email protected]
Draft Agenda
10:50 Tracking Next Step In Fund Convergence And How Are Administrators Gearing Up For This?
And What Does The Next Generation Manager Need?
Carl Kruger, Director
GOTTEX FUND MANAGEMENT
William Jones, MD
MANAGEMENTPLUS GROUP
Tom Berrigan, Director, Investment Funds Services
DAVY
David Hammond
COO
ML CAPITAL ASSET MANAGEMENT LIMITED
11:30 Morning Coffee
11:50 Governance & Oversight – What Next?
Dr Margaret Cullen, Programme Director
INSTITUTE OF BANKING
12:30 Guest Speech II: The Future Of Finance - The Purpose, the Problem, And The Potential Of
Finance
Nitin Mehta, Managing Director, EMEA, CFA INSTITUTE
13:10 Lunch
14:20 Asia Markets Updates: Hong Kong/Shanghai Stock Connect And Asia Funds Passport What These Mean To The Irish Funds Market
Giles Swan
ICI GLOBAL
14:50 Depository Liability And Re-Engineering Depository Operating Models
(speaker to be announced)
15:20 FATCA In Focus
(speaker to be announced)
15:50 Chairman’s Closing Remarks
16:00 Close Of ITAS Ireland
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