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Funds Congress 2013: Ireland, Luxembourg, Cayman
Thursday 18th April 2013, at ETC Venues, 200 Aldersgate, London
A free-to-attend conference in central London for asset management professionals. Hear about the latest developments and trends in global funds management from industry experts.

Why attend?
The Funds Congress is a great opportunity to hear from the leading executives and influencers in global asset management, both long only and alternative. At this year's Funds Congress we are hosting a series of insightful panel discussions covering the topical and relevant issues affecting investment management firms in 2013, from FATCA to AIFMD, from managing conflicts of interest to managing investor relations.

Back by popular demand, this year's Funds Congress has been extended to broaden the topic menu and includes an afternoon session. There will also be an opportunity to network with peers over lunch and drinks.

Come and hear what the experts have to say about the hot button issues that will be affecting your business this year.

Key panels:

Political risks for the asset management industry

The regulatory challenge for 2013

Capitalising on distribution opportunities

Product development in a changing world

Taxation for fund managers

Secrets of good investor relations

Key Speakers include:

Gareth Murphy, Director of Markets Supervision, Central Bank of Ireland

Paul Freeman, Managing Director, BlackRock

Robert Shearman, Managing Director, Legg Mason

Shoqat Bunglawala, Managing Director & Head of Product Development, Goldman Sachs Asset Management

Jean-Marc Goy, Counsel for International Affairs, CSSF

Uwe Ketelsen, Global Head of Alternative Products Research, Coutts

Pat Wall, Partner, PricewaterhouseCoopers

Jeremy Soutter, Global Head of Product Development, Ignis Asset Management

Stuart Martin, Partner, Dechert

Michael Curtin,Senior Investment Consultant, Mercer

John Donohoe, CEO, Carne Group

Chris Goodeve-Ballard, UK Head of Operational Due Diligence, Aon Hewitt

Steve Wiltshire, Managing Director, SW1 Consulting

Miriam Muller, Head of Product Development – Fund Solutions Group, Bank of America Merrill Lynch

Simon Ellis, Principal, Strategies In Asset Management

To register, please contact Cindy Turner cindy.turner@carnegroup.com or call Ireland +353 1 489 6813

Panel Discussions

9:30
Keynote speaker – Gareth Murphy, Director of Markets Supervision, Central Bank of Ireland

10:00 - 12:30
Morning Session, chaired by Paul Freeman, Managing Director, BlackRock, with panelists:

Robert Shearman, Managing Director, Legg Mason Global Asset Management

Shoqat Bunglawala, Managing Director, Goldman Sachs

Jeremy Soutter, Global Head of Product Development, Ignis Asset Management

Government, Political & Regulatory Drivers & Challenges: Michelle Moran,Partner, Dechert

Taxation Drivers: Pat Wall, Partner, PricewaterhouseCoopers

Product Drivers: Jeremy Soutter, Global Head of Product Development, Ignis Asset Management

Client & Distribution Drivers: Simon Ellis, Principal, Strategies In Asset Management

13:00
Lunch

14:30 - 17:15
Afternoon panels

14:30
Meet the Regulators – Hot concerns and implications for the industry (chaired by John Donohoe, CEO, Carne Group)

Michael Collins, Asset Management Supervision, FCA

Gareth Murphy, Director of Markets Supervision, Central Bank of Ireland

Jean-Marc Goy, Counsel for International Affairs, CSSF

Andrew Crain, Managing Director, BlackRock

Patrick Goebel, Partner, Dechert (Luxembourg)

15:30
The New World: governance and risk management structures (chaired by Thomas Nummer, Managing Director, Carne Luxembourg)

Daniel Summerfield, Co Head Responsible Investments, USS

Stuart Martin, Partner, Dechert

Donard McClean, Managing Director, UBS

Chris Goodeve-Ballard, UK Head of Operational Due Diligence, Aon Hewitt

Miriam Muller, Head of Product Development – Fund Solutions Group, Bank of America Merrill Lynch

16:30
Meet the Investors: what are institutional investors looking for? (chaired by Steve Wiltshire, Managing Director, SW1 Consulting)

Daniel Peters, Investment Principal, Aon Hewitt

Michael Curtin, Senior Investment Consultant, Mercer Investment Consulting

Uwe Ketelsen, Global Head of Alternatives Product Research, RBS Wealth

17:15
Closing remarks

17:30
Drinks

To register, please contact Cindy Turner cindy.turner@carnegroup.com or call Ireland +353 1 489 6813

Participating at Funds Congress this year:

Gareth Murphy,
Director of Markets, Central Bank of Ireland

Gareth Murphy is responsible for the supervision and regulation of Irish securities markets including the funds, stockbroking and investment management industries. He is a member of the Board of Supervisors of the European Securities and Markets Authority. Prior to joining the Central Bank Gareth was a senior advisor at the Bank of England. He previously held roles at JP Morgan Chase in London and was co-head of the European Equity Flow Derivatives desk. Prior to this, Gareth was a strategist at Long Term Capital Management and a partner at Castlegrove Capital Management in London.

Daniel Summerfield,
Co-Head of Responsible Investment, Universities Superannuation Scheme

Daniel co-heads the Responsible Investment Team of USS Investment Management, the fund manager for Universities Superannuation Scheme, one of the UK's largest pension funds. He is responsible for leading USS's work to improve corporate governance performance of companies, hedge funds and markets in which USS invests through the development and implementation of its engagement policy in the UK and overseas.

Shoqat Bungalwala,
Managing Director and Head of Product Development, Goldman Sachs

Shoqat is head of product strategy and development for Goldman Sachs Asset Management International. Shoqat joined Goldman Sachs in 2004 and was named managing director in 2008. Prior to joining the firm, Shoqat was a vice president in Product Development at JPMorgan Asset Management, where he worked for more than six years. Shoqat earned a BSc (Econ) in International Relations from the London School of Economics in 1996 and then sat a postgraduate qualification at the College of Law, London. He is a CFA charterholder.

Jean-Marc Goy,

Counsel for International Affairs, CSSF

Jean-Marc Goy is the Counsel for International Affairs of the Commission de Surveillance du Secteur Financier (CSSF), the Luxembourg Supervisory Authority of the Financial Sector.His task is to ensure the communication and relations with the foreign Supervisory Authorities in particular in relation to investment funds established in Luxembourg. He represents the CSSF within a number of international forums, such as the European Securities and Markets Authority (ESMA) Investment Management Standing Committee and its SubGroups, the International Organization of Securities Commissions (IOSCO), the Enlarged Contact Group (ECG) and the Institut Francophone de la Régulation Financière (IFREFI).

Paul Freeman,

Managing Director, BlackRock

Paul is a member of BlackRock's EMEA Regional Executive. He is involved with the management and operations of BlackRock's EMEA managed funds and works closely with the Government Affairs team, providing advice on the laws and regulations that have an impact on funds. Prior to moving to this role in July 2011, Paul was Head of Product Development and Range Management, EMEA. Paul joined BlackRock in 2006 following the merger with Merrill Lynch Investment Managers (MLIM) which he joined in August 2005 as Head of Product Development, EMEA APR. He has worked in the investment funds industry for over 30 years and has held senior management positions at Schroders, Rothschild Asset Management, Henderson Investors and GT Management (now part of Invesco).

John Donohoe,

CEO, Carne Group

John is the founder and CEO of Carne with over 25 years of experience in the financial services industry. He sits on and chairs the boards of some of the largest and most complex mutual and hedge funds. John also provides Carne clients with his considerable expertise on governance, product development, distribution and regulatory developments. He is considered a thought leader in the ongoing development of hedge fund governance and oversight.

Stuart Martin,

Partner, Dechert

Stuart Martin has more than twenty years’ extensive experience advising international financial services and asset management businesses on their establishment and structuring, their financial products and on related corporate finance work. Stuart advises on the establishment and structuring of retail and institutional funds and platforms including hedge funds, multi-manager funds, UCITS funds, property funds, private equity funds, emerging market funds and venture capital funds. He also regularly advises on capital markets products for financial services companies, product mergers and re-organisations and listed investment funds.

Jeremy Soutter, Global Head of Product Development, Ignis

Jeremy joined Ignis Asset Management in 2012 as Global Head of Product Development. He was previously with Aviva for 13 years. Jeremy has been involved in the mutual fund industry since 1980 working for Lloyds Bank then Gartmore Fund Management. In 1985 he joined Henderson as a Fund Manager. During his 12 years at Henderson Jeremy moved from managing money to become Technical Director. Throughout his career Jeremy has been involved with various industry bodies and regulators.

Miriam Muller,

Fund Solutions Group, Bank of America Merrill Lynch

Miriam Muller is Head of Product Development for the BofAML Fund Solutions Group and is responsible for product origination and development across several fund platforms, including 3 UCITS platforms providing exposure to both absolute return hedge fund strategies and index replication funds which adhere to UCITS III regulations. Miriam has worked with hedge funds and alternative investments for most of her career. Miriam joined Bank of America Merrill Lynch in 2006 as Onboarding Manager for the Hedge Fund Development and Management Group and moved to work on the UCITS platform at its inception in 2007. Prior to this she spent 10 years at Morgan Stanley in various roles within the Prime Brokerage division, including Client Service Manager, responsible for a team providing PB client support to a range of hedge funds.

Chris Goodeve-Ballard,

UK Head of Operational Due Diligence, Aon Hewitt

Chris is the UK Head of Operational Due Diligence for Aon Hewitt, although in practice he covers Europe and most recently Australia. He was previously Hewitt's European Head of Compliance and Anti-Money Laundering. Prior to joining Aon Hewitt, he was Head of Compliance at Lloyd's Broker Glencairn, a Team Leader at the Office of the Pensions Ombudsman and Compliance Director at Gissings. He has extensive experience in business continuity planning and crisis management in addition to the more obvious compliance and anti-money laundering aspects of his previous roles.

Simon Ellis,

Principal, Strategies In Asset Management

A Senior Financial Services Executive with over 15 years’ experience at CEO level, gaining an enviable record of leading strategic change, creating growth and transforming P&L. Simon has led businesses for L&G Investments, Fidelity Multimanager, Axa IM and Henderson Global Investors, and has an extensive industry knowledge with a broad contact base. He has been a main Board director of the IMA as well as chairing their Investment Funds Committee, and has spoken at a wide range of conferences and conventions in the UK and Europe.


To register, please contact Cindy Turner cindy.turner@carnegroup.com or call Ireland +353 1 489 6813


This email was sent to HBiden@rosemontseneca.com.

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