Irish Funds Annual Global Funds Conference 2023

Irish Funds Annual Global Funds Conference 2023

The Irish Funds Annual Global Funds Conference will take place in-person on Thursday, 18 May at an all-new venue - The Dublin Royal Convention Centre. This event is a highlight in the international funds and asset management industry calendar and attracts a wide range of participants from across the international investment funds community.

This year's conference will focus on the core themes of Trust, Capability and Innovation, three fundamental pillars on which the funds industry in Ireland has been built.

The agenda will include thought-provoking and informative presentations, keynote talks and panel discussions from internationally respected industry experts, while a full day of networking opportunities will run alongside the agenda in the exhibition area.

Agenda

8:00 - Registration and Breakfast

Breakfast kindly sponsored by MUFG Investor Services     

 

9:00 - Opening Address

Eoin FitzGerald, Chair, Irish Funds
Country Manager, Brown Brothers Harriman

Introductions and MC: Siobhan Moran, RBC I&TS

 

9:10 - Panel Discussion: Business Leaders Perspectives

Insights from business leaders from the funds and wider financial services industries on the hot topics and macro-economic challenges confronting their organisations and the industry at large.

Moderator: Niamh Geraghty, Deloitte

Panellists:

-        Lisa Harlow, Vanguard Group (Ireland)

-        Laura Trimble, HSBC Ireland

-        Cyril Delamare, Waystone

 

9:50 - Irish Government Address

 

10:10 - Panel Discussion: Update on Regulation

This panel of industry regulators will discuss the key topics impacting the regulatory environment over the next 12 months, including AIFMD, Macroprudential measures, the Individual Accountability Framework, ESG and operational resilience.

Moderator: Lauren Anderson, JP Morgan

Panellists:

-          Patricia Dunne, Central Bank of Ireland

-          Antonio Barattelli, ESMA

-          Camille Blackburn, FCA

 

10:50 - Morning Coffee Break

Kindly sponsored by Morgan McKinley    

 

11:20 - Interview: The Investor Perspective – what strategies are clients seeking to invest in

Carol Ward, President of MAN Group, interviewed by Eve Finn, Managing Director of LGIM Ireland

 

11:50 - Panel Discussion: Driving Financial Returns via ESG

Market participants often look to studies on financial results on ESG vs. non-ESG funds as the judgment of the efficacy of ESG investing, ignoring externalities that can materially influence study results. In this panel we look to the fundamental performance drivers from ESG.

Moderator: Andrew Farmer, KPMG

Panellists:

-     Lisa Calhoun, Valor Ventures

-     Degas Wright, Decatur Capital Management

-     Aoife Kearney, Neuberger Berman

-     George Latham, WHEB Asset Management

 

12:25 - Authentic Leadership and Gender Norms in Business

Caroline Farberger, Partner, Wellstreet,
Advocate and ambassador for diversity and inclusive leadership.

Interviewed by Eoin Motherway.

 

12:55 - Lunch

Kindly sponsored by Northern Trust

 

14:15 - Keynote Address

Sonja Laud, Chief Investment Officer, Legal & General Investment Management

 

14:35 - Parallel Panel Discussions

Parallel Panel Discussion 1: 30 years on – the continuing evolution of ETF investing

30 years ago investing was revolutionised with the launch of the very first ETF product. In the decades since, ETFs have evolved at a rapid pace - this panel will discuss these developments and what the future holds for ETF investing.

Moderator: Tara O’Reilly, Arthur Cox

Panellists:

-     Keshava Shastry, DWS

-     Deborah Fuhr, ETFGI

-     Allan Trimmer, abrdn

 

Parallel Panel Discussion 2: Unleashing the potential: Exploring the role of AI in the funds Industry

This panel will discuss how AI is being applied in real-world scenarios in their respective organisations, what potential new uses are being considered for this technology and the challenges involved in implementing AI in a highly regulated industry.

Moderator: Ciaran Fennessy, CITI & National College of Ireland

Panellists:

-     Niamh Daly, State Street

-     Nicola Stokes, IDA Ireland

-     Matthieu Keip, Amundi

-     Prag Sharma, CITI

-     Eoin Lane, BNY Mellon

 

Parallel Panel Discussion 3: Fund solutions for the pensions shortfall

A key focus for our economy is the rising cost of catering for an aging population. This panel discussion will discuss the key role the Irish Funds sector can play in offering strategic solutions to this challenge.

Moderator: Lisa Kealy, EY

Panellists:

-     Alan Keating, Northern Trust

-     Stephen O'Hanlon, Irish Life

-     Caitrona McGuinness, Mercer Ireland

-     Ryan Tully, AMX by Carne

 

Parallel Panel Discussion 4: The Investment Limited Partnership: Why now is the right time

The ILP is growing in influence in the structuring of private assets. Hear from a panel of leading experts who have established ILPs and how it has successfully met their expectations.

Moderator: Paul Giblin, IQEQ

Panellists:

-     Paul Kelly, Elkstone

-     Sarah Crawford, B-Flexion 

-     Patrick Lawless, Gresham House

 

15:15 - Afternoon Coffee Break

 

15:45 - Parallel Panel Discussions (1 -4): Repeated

 

16:25 - Keynote Address: Proactive Cybersecurity - Continuously Assessing & Adapting to Risk

Matt McCormack, Chief Information Security Officer, BNY Mellon

 

16:45 - Panel Discussion: Technology and Innovation - Simplifying Fund Distribution

This panel will discuss the important role that technology is playing in simplifying fund distribution and will cover topics including innovations in digitalisation, distribution platforms, data management, KYC and AML.

Moderator: Marie Taylor-Ghent, PwC

Panellists:

-     Edward James, FNZ

-     Kevin O’Neill, Napier

-     Killian Lonergan, BBH

 

17:25 - Closing Remarks

Pat Lardner, Chief Executive, Irish Funds

 

17:30 - Drinks Reception

Kindly sponsored by: Lincoln Recruitment

 

19:30 - Annual Conference Dinner

Kindly co-sponsored by KNEIP and BlackRock

 

23:00 - Event concludes

 

Host

Irish Funds

Webinar speakers

Deborah Fuhr

Managing Partner & Founder of ETFGI and Co-Founder of Women in ETFs 

 

George Latham,

Managing Partner and Chief Risk Officer at WHEB Asset Management.

Matt McCormack.

Managing Director and Chief Information Security Officer (CISO) for BNY Mellon

Laura Trimble,

CEO and Head of Wholesale Banking of HSBC

Paul Kelly,

Director of Venture Operations at Elkstone

Paul Giblin,

Managing Director of IQ EQ Fund Management (Ireland) Limited (formerly Davy Global Fund Management)

Alan Keating,

CEO and executive director of Northern Trust Asset Management’s Irish management company 

Niamh Geraghty,

Financial services audit partner in Deloitte Ireland and Head of the Investment Management team

Lisa Harlow,

CEO of Vanguard Group (Ireland) Limited.

Antonio Barattelli,

Head of the Investment Management Unit at ESMA

Camille Blackburn,

Director – Wholesale Buy Side for the Financial Conduct Authority

Keshava Shastry,

Managing Director and Global Head of Capital Markets for DWS

Nicola Stokes,

Technologist for International Financial Services for IDA

Prag Sharma,

Global Head of Artificial Intelligence at Citi

Marie Taylor-Ghent,

Director in PwC’s Asset Management

Edward James, 

CEO of FNZ Asset Management Infrastructure (AMI)

Kevin O'Neill,

Chief Revenue Officer for Napier Ai

Killian Lonergan,

Head of Distribution Intelligence, BBH

Ryan Tully,

Business Development at AMX by Carne

Patricia Dunne, 

Director of Securities and Markets Supervision at Central Bank Of Ireland

Stephen O'Hanlon,

Senior DC Proposition Manager at Irish Life Corporate BusinessIrish Life Corporate Business

Caroline Farberger,

Partner and Chairperson of Wellstreet.