| About Speakers |
| 0 | [More Info] |
| Mark Long [More Info] COO, European Credit BlackRock Mark J Long, Managing Director, is the COO of the European Fundamental Credit business in International Fixed Income. Prior to joining Blackrock in 2014, Mr Long worked at Ignis Asset Management (now Standard Life Investments) as the Chief Operating Officer of their Alternatives Business where he was responsible for all non-investment related matters. Mr Long previously worked at Financial Risk Management (FRM) (now Man PLC) where he worked in London and New York, carrying out various roles including, Operational Due Diligence, European General Counsel and Business Development Director. Before joining FRM, Mr Long practised law in-house and at several law firms. Mr Long is a solicitor and has an MBA from Henley Management College. | |
| 0 | Mush Ali [More Info] Director One Ten Associates |
| 0 | Trevor Allen [More Info] Product Sales Specialist BNP Paribas |
| 0 | Damon Barber [More Info] COO Toscafund Asset Management |
| Nick Bayley [More Info] Managing Director, Regulatory Consulting Duff & Phelps Nick is a managing director within Duff & Phelps’ Regulatory Consulting practice. Prior to joining the firm, Nick was a Head of Department in the FCA's Markets Policy & International Division, where he was Senior Markets Adviser and was also responsible for the FCA's MiFID II Policy Project. Nick also worked in the FCA's Enforcement Division where he oversaw a wide range of regulatory and criminal markets cases involving subjects such as LIBOR manipulation, insider dealing, market manipulation and misleading statements. Before joining the FCA, Nick was Head of Regulation at the London Stock Exchange (LSE) for almost a decade, where he was responsible for the regulation and oversight of all the LSE's markets. This included real-time surveillance and market abuse detection, development and enforcement of the LSE's secondary and primary market rules, the AIM market and real-time market operations. Nick's other areas of expertise include regulatory and fraud investigation, having spent six years with KPMG Forensic and as a senior officer in HM Customs & Excise's National Investigation Service for seven years. Nick is a chartered banker (ACIB), graduated BSc (Hons) in Physics from the University of Exeter and has a Diploma in Regulation and Compliance from the Chartered Institute for Securities and Investment. | |
| Emma Birchenough-Dwyer [More Info] KYC Screening Specialist, Enterprise Solutions Bloomberg Emma Birchenough-Dwyer is a KYC and KYV Screening Specialist for Bloomberg Enterprise Solutions. She has eight years’ experience in due diligence, workflow and data for AML, ABAC and Third Party Risk Management working with businesses as diverse as financial services, corporates, online gaming & gambling, law firms, and even premier league football clubs. Emma has successfully implemented clients across UK and Ireland, offshore financial centres (OFCs), Scandinavia, Netherlands and the Middle East. Emma is a member of the Association of Certified Anti-Money Laundering Specialists (ACAMS) and is a qualified Certified Anti Money Laundering Specialist (CAMS). Emma earned her BMus in Classical Music from Goldsmiths, University of London graduating in 2009 in the aftermath of the 2008 financial crisis. Inspired, Emma’s passion shifted from music to Risk & Compliance with a particular enthusiasm for ensuring companies are at the forefront of developments in RegTech while maintaining high InfoSec standards. | |
| Stuart A. Bloomfield [More Info] Managing Director, Prime Services Scotia Bank Stuart Bloomfield Managing Director, Head of Prime Services Sales, Europe Stuart joined Scotiabank in 2012 as Managing Director, Head of Prime Services Origination, Europe. He was previously at ABN AMRO and RBS for a combined 12 years, in a variety of equity finance trading roles within Prime Services, both in London and New York. From 2007 to 2012 he was responsible for the Strategic Equity Trading business, offering margin loans and Delta 1 equity derivatives to Corporates, Sovereign Wealth Funds and Private Equity. Stuart has a BA (Hons) in Business Studies from Bristol Business School at University of the West of England. | |
| 0 | Andrea Bornatico [More Info] Co-Head of Risk & Chief Compliance Officer Argentière Capital AG |
| Mike Brian [More Info] Head of Prime Service, Europe Scotia Bank | |
| 0 | Ray Bricknell [More Info] Managing Director Behind Every Cloud |
| David Burnside [More Info] COO Finisterre Capital | |
| Malcolm Butler [More Info] Partner, COO Selwood Asset Management LLP Malcolm Butler is a Founding Partner and Chief Operating Officer at Selwood AM LLP. Selwood launched their market neutral Credit Master Fund in September 2015, a UCITS strategy at the end of first quarter 2016 and then launched a fund of one structure during 1st quarter 2017. Firm wide funds stand at over $800mm and Selwood currently operates with a team of 13. Before Selwood Mr Butler was a Senior Partner and COO at COMAC Capital LLP, from 2008 until 2015. COMAC offered a Global Macro strategy and at its peak ran $6bn of assets, employing over 65 staff. Mr Butler was responsible for all business activities within the company, he sat on COMAC Europe’s Investment Committee, became Chairman in 2013 and was a Director on the board of the COMAC Funds. Mr Butler had previously worked for Citigroup as the EMEA Head of Securities and Funds Services having run Investor Services and Global Cash Re-investment. He held previous positions as Managing Director, CFO, for the Global Transaction Services EMEA businesses; had been the Global COO for the proprietary Risk Treasury group. He held various trading and management roles before that, and joined as a Management Associate in 1991. Mr Butler is an MSc Sloan Fellow from London Business School. He has an MA in Politics and Modern History from Edinburgh University. He is also a Trustee and Chairman of a prison/offender management awards charity; he sits on the National Development Board of an education charity and is on the board of the St Martin’s in the Fields Trust. | |
| George Chamberlain [More Info] COO CDAM (UK) George joined CDAM in April 2015. George was previously Head of Sales Operations at Towry Ltd, a UK Financial Advice and Investment Management firm managing approximately £10 billion of retail client assets. George held several senior manager roles at Towry, joining them in 2010 after winning a scholarship to study for an International Executive MBA at ESCP Europe. Prior to Towry, George was Director of Sales at Image Source Ltd, responsible for revenue made by Image Source offices in the UK, Germany and the US, and by a distribution network of approximately 175 companies in over 50 countries. George graduated from Cambridge University with a 2:1 in 2000. | |
| 0 | Frances Chambers [More Info] COO Ardevora Asset Management |
| Phillip Chapple [More Info] COO Monterone Partners LLP Phillip Chapple is the COO of Monterone Partners LLP. He has been involved in the financial services industry since 1997. From 2010 to 2015 Mr. Chapple was the founder of the London branch of KB Associates where he focused on assisting fund managers to build investor friendly operational infrastructures and prepare for investor due diligence. Prior to joining KB Associates, Mr. Chapple was CFO/COO of Ironshield Capital Management LLP, a European Distressed investment management company. Previously he was COO at IBIS Asset Management, a $10bn family office, and Head of Operations at OLEA Capital. Mr. Chapple had commenced his career at Morgan Stanley before spending a number of years in prime brokerage at both Lehman Brothers and Merrill Lynch. Mr. Chapple holds a Bachelor of Laws with Honours (LLB) from Exeter University. | |
| Russell Christie [More Info] Head of Operations Argentiere Capital AG Russell Christie Head of Operations, Argentiere Capital AG Prior to joining Argentière, Russell was previously operations manager for the Global Equities Proprietary Trading Group at JP Morgan, having been with the team for six years. Additionally, he was a member of the Investment Bank’s Equity Derivatives Control Group and its Operations Management Team. Prior to his work at JPMorgan, Russell was a member of the operations staff at Blue Bay Asset Management, covering high-yield and credit. Russell graduated from the University of Glasgow with a BEng in Mechanical Engineering and from the University of Brighton with MSc in International Capital Markets. | |
| Moderator: Scott Coey [More Info] Managing Director, Head of EMEA Relationship Development – Hedge Fund, ETF & Structured Products BNY Mellon In his role Scott is responsible for managing the business development team for our hedge fund and structured product business. Prior to joining the AIS team, Scott was Managing Director and EMEA Head of Broker-Dealer Services (BDS) at BNY Mellon. In this role, Scott managed the Pershing and BNY Mellon BDS Relationship Management and Business Development teams and oversaw the strategic development of all EMEA broker-dealers solutions. Before joining Pershing, Scott was a principle consultant at Detica, managing investment and private banking projects in London, Geneva and New York, as well as serving as a spokesperson on industry developments such as MiFID and exchange consolidation. Scott also worked at the London Stock Exchange, where he held a number of senior strategic business development and project management roles, and ran the European Institutional Relationship Management team. | |
| Tom Cole [More Info] Director – Europe Abacus Group As director of the European Region of Abacus Group, Tom directs all strategy, client service, technical development and business development in the European markets. Abacus Group is an IT solutions firm focused on helping hedge fund and private equity investment managers securely deploy and manage hosted IT solutions. Tom is an expert in critical technology topics for hedge funds and investment management firms, such as cybersecurity, managed cloud solutions and regulatory compliance. Prior to joining Abacus Group, Tom was the Chief Technology Officer for COMAC Capital (Europe) Ltd (“CCEL”), a multibillion global macro hedge fund. As Chief Technology Officer, he led COMAC’s technology strategy, cyber security practices and group business continuity planning. He has also held technologist roles within Balyasny Asset Management, Glencore and Publicis Groupe. Tom was awarded distinction for MSc studies from the University of Liverpool. | |
| Deirdre Cooper [More Info] Partner & Head of Research Ecofin Deirdre Cooper was named a Partner of Ecofin in May 2016. She is the Head of Research, a position she has held since 2009. Before joining Ecofin in 2007 as a senior analyst, Deirdre was an investment banker at Morgan Stanley where she headed their European Renewable Energy coverage effort and built an investment banking and principal investing franchise. She has long had a passion for sustainable investing and has worked on a voluntary basis in the microfinance sector both in the US and in Pakistan. She is a member of the advisory board of Girls Who Invest, a non‐profit organisation whose mission is to increase the percentage of the world’s investable capital run by women, and a member of the advisory board of the Shell Foundation’s Energy Company of the Future project. Deirdre earned her MBA from Harvard Business School, where she was a Baker Scholar, and her BA from University College Dublin. | |
| Joachim Cour [More Info] Senior Associate Elvinger Hoss Prussen Joachim Cour joined Elvinger Hoss Prussen in 2008 and became a member of the Luxembourg Bar in 2010. Joachim holds a maîtrise en droit from the Université de Pau et des Pays de l’Adour (France) and a maîtrise in political science as well as a DU (diplôme universitaire) in philosophy of law from the Université de Montpellier (France). Prior to joining the firm, Joachim worked for a Luxembourg advisory firm as a legal analyst in corporate law. | |
| 0 | Miles Courage [More Info] COO JPS alternatives, JPMorgan Asset Management |
| John Dexter [More Info] Head of Financial Institutions Travelers John Dexter has 15 years’ experience in the financial lines insurance market and is currently head of Travelers’ financial institutions underwriting team. The Travelers Companies, Inc. group, is the third largest commercial property casualty insurer and second largest writer of personal insurance in the US. Prior to joining Travelers in 2012 John spent 10 years as an insurance broker working for JLT, Aon and Willis in this time. | |
| Stuart Field [More Info] Director, Head of New Business Sales EMEA Eze Software Stuart Field is Director, Head of New Business Sales EMEA for Eze Software. He leads Eze Software’s EMEA sales efforts, focusing on delivering solutions to asset managers across the full investment management lifecycle. He joined Eze Software in 2010, focusing on Portfolio Accounting (formerly Tradar PMS). Prior to joining Eze Software, Stuart worked at Linedata, where his role was focused on new sales to the asset managers and hedge funds. He has also been engaged by Thomson Reuters and LexisNexis, focusing on capital markets and asset management businesses. | |
| 0 | Stephen Foster [More Info] CEO Credit Suisse Asset Management Limited |
| Darren Fox [More Info] Partner Simmons & Simmons Darren specialises in UK and European regulation of buy side clients, including hedge fund managers, institutional asset managers, funds of funds and private equity houses. He is widely acknowledged as a leading regulatory advisor in the hedge fund sector. Darren regularly advises a wide range of financial sector clients on all aspects of the law and regulation applicable to the discretionary management of investments, the trading, clearing and settlement of transactions in securities, derivatives and other financial instruments (both on exchange and over the counter), marketing of funds and managed account services and MiFID 2 implementation. Darren’s areas of specialism include hedge fund manager regulation, insider dealing and market abuse prevention, use of dealing commissions and long and short position disclosure rules. | |
| 0 | Geoff Galbraith [More Info] COO Man Group |
| Simon Goodman [More Info] Co-founder & COO PSG Capital LLP Simon Goodman co-founded PSG Capital in 2017 and his principle role is the group’s Chief Operating Officer. Prior to PSG Capital, Simon was the Group COO of Duet Asset Management where he institutionalized the firm from what was originally an investment boutique and help grew the firm’s assets 50% to 6Bn + in under 3 years. Simon was previously Partner and Chief Information Officer of Marshall Wace, where he was responsible for the development of the global proprietary technology platform and operational infrastructure. Simon joined Marshall Wace as a graduate in 1998 where from a start-up stage, he helped scale out its operational infrastructure to enable the firm to manage $25Bn in AUM. Simon went on to become the firm's Global Head of Operations , responsible for the development of the global operations and equity finance platform, helping establish the firm in the US, Europe and Asia. Simon holds a BA (Hons) in Business from Oxford Brookes University. | |
| Moderator: Linda Gorman [More Info] CEO Quintillion Linda Gorman is a founder and CEO at Quintillion and has over 20 years track record in financial services incorporating both extensive experience the fund services and audit sectors. She has also spent a number of years lecturing fund accounting to the Dublin funds industry. Linda is a fellow of the Association of Chartered Certified Accountants and holds a certificate in Investment Management Research. | |
| Chris Grandi [More Info] Founder / CEO / Chairman Abacus Group Chris Grandi is a recognized entrepreneur and technology visionary in the alternative investment management space. He is the founder, CEO and chairman of Abacus Group, an IT solutions firm focused on helping hedge fund and private equity investment managers securely deploy and manage hosted IT solutions. His speaking expertise includes topics such as cloud and hosted IT solutions, technology-as-a-service, hedge fund risk management, business continuity and disaster recovery, and cybersecurity. Prior to founding Abacus Group, Chris was the president of Eze Castle Integration, where he helped grow the company from 30 to over 300 employees and 450 hedge fund clients. He holds a BA from UCLA and an MBA from Harvard Business School. | |
| 0 | Chaim Hack [More Info] Director of EMEA Business Enfusion, LLC Chaim Hack has nearly 15 years of experience within the Financial Technology industry. He currently oversees Enfusion’s London based Business Development team and is responsible for new sales and business development. Previously, Chaim worked as a trader for Cutwater Asset Management and held various roles within J.P. Morgan’s Hedge Fund Services and Global Derivative Services departments. Chaim graduated from Pace University with a Bachelor’s Degree in Finance and Economics he also holds CAIA and CISI certifications. |
| 0 | Jon Hanifan [More Info] Tax Director Throgmorton Jon is a Chartered Tax Advisor and a member of the Association of Taxation Technicians. Jon joined Throgmorton, on 1st March 2017, having most recently been in industry as a Chief Financial Officer. Jon was previously an Executive Director at EY and Principal at Akin Gump Strauss Hauer & Feld. At Akin Gump, Jon led the firm’s European hedge fund tax advisory team. Jon has a broad range of experience across the Business Tax spectrum, including start-ups, corporate and partnership tax compliance, tax planning and transaction tax. Jon is also a former board member and Gala Dinner Organising Chair of Help For Children (UK), having assisted with fundraising for the charity since 2008.“ |
| 0 | Russell Hart [More Info] COO Alcova Asset Management |
| Christopher Hilditch [More Info] Partner Schulte Roth & Zabel Christopher Hilditch is the co-head of SRZ’s London office, of which he was one of the two founding partners in 2002. He has more than 20 years of experience advising on the launch and operation of many of the highest profile hedge funds. He advises institutional and entrepreneurial managers on structuring and establishing funds of all types, especially hedge funds. Chris counsels promoters and managers on operational issues and advises on regulatory issues affecting funds and their managers, as well as on corporate, securities and partnership law issues. Chris is consistently named as a leading funds lawyer in major ranking publications including Chambers UK, The Legal 500 United Kingdom, The Expert Guide to the Best of the Best and IFLR1000. He also recently received an “Outstanding Contribution” award for his services to the hedge fund industry (The Hedge Fund Journal Awards 2017). Chris holds an MA (Honours) degree from Oxford University. | |
| Moderator: Eric Hoh [More Info] Head of Alternative Investments SEB Merchant Banking Eric is currently Head of Liquid Alternative Solutions at SEB. Eric has built this business organically from 2003 until date and has developed several new key functions across SEB. Eric has studied Mathematics at Uppsala University, Sweden (1986) and holds a MSc in Electrical Engineering and Investment and Financing Theory from Linköping Institute of Technology (1987-1991), Sweden. In 1991 Eric started his career at the OM Options Exchange (today OMX NASDAQ) as a derivatives specialist. In 1994 he was recruited to SEB as a derivatives specialist and soon became Head of Quantitative Analysis and Trading. In 1996-97 he was appointed Head of Fixed Income and later became Head of Futures. In 1999 Eric spearheaded SEB's early adoption of e-technology and launched the FX- and Equity e-trading platforms. He has attended Executive Management Courses at Wharton, Harvard, Insead and Kellog. | |
| Ian Holden [More Info] Managing Director SS&C GlobeOp Ian Holden joined SS&C GlobeOp Financial Services as a Director during the 'lift out' of European Credit Management middle and back office functions in July 2010. Ian had been the Operations Director at ECM, a Fixed Income Asset Manager, for 6 years. He is now the head of SS&C GlobeOp’s European Hedge Fund Services business. Prior to joining ECM, Ian spent 12 years at Morgan Stanley managing various operational roles including Settlements, Customer Services and Corporate Actions. | |
| 0 | Andrew Honnor [More Info] Founder & Managing Partner Greenbrook Communications |
| 0 | Hartej Jagdev [More Info] Head of Operations and Partner Naya Management Hartej is a Partner and the Head of Operations of Naya Capital Management UK (formerly Naya Management LLP). Prior to joining Naya in 2012, Hartej spent two years as the Director of Operations Europe for TPG-Axon Capital, a fundamental long/short manager headquartered in New York. This role was as the result of a business combination between Montrica Investment Management LLP and TPG-Axon Capital in 2010. Hartej joined Montrica Investment Management LLP at the inception of the firm in 2006 and he was promoted to the Partnership in 2010. Prior to this, Hartej was employed by GlobeOp Financial Services (now SS&C GlobeOp) from 2004 as an Analyst looking after various hedge fund clients from an administration and risk perspective. Hartej studied LLB (Hons) Law at the University of Wales Swansea. |
| 0 | Moderator: Chris Jenkins [More Info] Managing Director Tora |
| Henry Keville [More Info] Senior Vice President Lockton Henry is head of the Asset Management team within the Financial Risks division of Lockton Companies LLP in London. His team won “Best Insurance Broker” at the HFM European awards in both 2015 and 2016 in recognition of their market leading status in this field. Henry provides insurance solutions to Lockton’s asset management clients around the world. He has over 16 years of experience in the insurance industry, all of which have been in financial lines. He specialises in the development of bespoke management liability product solutions and program designs for the Asset Management sector. | |
| 0 | Jiri Krol [More Info] Deputy CEO & Global Head of Government Affairs AIMA Jiří Krόl, Deputy CEO, Global Head of Government Affairs, joined AIMA in April 2010. Jiří started his career at the Czech securities market regulator. He then moved to the European Commission’s Internal Market Directorate-General, where he was responsible for the drafting and negotiation of the Markets in Financial Instruments Directive (MiFID) implementing measures. Previously, Jiří was appointed financial markets policy director in the Czech Ministry of Finance in 2007. In 2009, he led the Czech European Union Presidency’s work in the area of financial services. Jiří studied International Relations, Economics and Politics at Tufts University, London School of Economics and Sciences Po. |
| 0 | Odi Lahav [More Info] CEO Allenbridge |
| 0 | Tammy Lake [More Info] COO Zebedee Capital Partners |
| 0 | Keynote presentation: Cal Leeming [More Info] Co-founder & CEO Lyons Leeming |
| 0 | Ian Lloyd [More Info] Partner TT International |
| Moderator: Anna Maleva-Otto [More Info] Partner Schulte Roth & Zabel Anna Maleva-Otto joined SRZ’s London office in 2014 as a partner in the Investment Management Regulatory & Compliance Group. A leading financial regulatory lawyer, Anna concentrates her practice on advising asset managers on a range of UK financial services regulatory matters, including the impact of EU directives and regulations, such as MiFID II, PRIIPs, MAR, the Short Selling Regulation, Alternative Investment Fund Managers Directive, EMIR and SFT Regulation. Her recent experience includes advising asset managers on the establishment of regulated businesses, insider dealing controls, trading compliance, investor disclosure obligations, and implementation of MiFID II. The Legal 500 United Kingdom has recognised Anna as a leading lawyer. In 2017, she was named as one of The Hedge Fund Journal’s ‘50 Leading Women in Hedge Funds.’ Anna frequently speaks and writes on topics related to her areas of expertise. Most notably, she recently worked with AIMA to produce MiFID2 – A Guide for Investment Managers. Anna received her JD from Emory University School of Law and her MA from Saint Petersburg State University (Russia). | |
| Rory McGregor [More Info] COO Emso Asset Management Rory McGregor is the Chief Operating Officer of Emso, responsible for Emso’s operations. Rory started his career in 1990 at Barclays Bank in New York in foreign exchange sales, and worked in Tokyo before returning to Jamaica as Foreign Exchange Treasurer for Jamaica Citizens Bank (now part of the Royal Bank of Trinidad & Tobago). After completing his MBA, he joined Credit Suisse’s emerging markets local bond trading department in London and, in 1999, he founded and managed a wireless technology company before joining Emso in 2003. At Emso he has established the operational infrastructure, and more recently spearheaded the successful implementation of the employee buyout of the company. | |
| 0 | Ian Meade [More Info] Partner Akin Gump |
| 0 | Moderator: Mastan Momin [More Info] Director SS&C GlobeOp |
| 0 | Andrea Morrall [More Info] Partner and Chief Operating Officer Eleva Capital Andrea began her career with Morley and Scott Chartered Accountants and subsequently worked for Arthur Andersen. In 2002, she joined HBK Investments in London, a global multi strategy hedge fund with assets of $14bn. At HBK, she met and worked alongside Sam Morland for seven years as European Controller. In 2010, Andrea joined Morland in launching OVS Capital, a European equity event driven fund. On Morland’s retirement from the industry in 2014, Andrea joined Eleva Capital as a founder member with Eric Bendahan. In January 2015, Eleva Capital launched the Eleva European Selection Fund, a long only pan-European Equity UCITS Fund with €24 million. Additional strategy launches have since followed, Eleva Absolute Return Europe (L/S European equity Fund in December 2015) and Eleva Euroland Selection (Long only European equity Fund in July 2017). A multi-asset fund launch is planned Q4 2017. The Firm now manages combined assets of €2.25 billion with offices in both Paris and London. Andrea is a Chartered Certified Accountant and was a global prize winner and bronze medallist in her final ACCA examinations in 1993. |
| 0 | Camille N’Dia [More Info] Director, Liquid Alternative Investments Amundi Asset Management |
| Paud O'Keeffe [More Info] Head of HFS Innovation BNP Paribas Securities Services Paud O'Keeffe is the Global Head of Digital Client Experience at BNP Paribas Securities Services where he and his team recognise the critical role innovation must play in driving growth at BNP Paribas Securities Services amid accelerating disruptive forces and heightened customer expectations. A career Innovator, Paud and his team partner with BNP Paribas Securities Services’ businesses to shepherd creativity and implement breakthrough solutions for clients. His experience prior to BNP Paribas spans multiple industries; financial services, public sector, advertising, education and information technology. Previous roles include Head of R&D at Citi Innovation Lab, Directory of Technology, Innovation and New Ventures at Houghton Mifflin Harcourt and Technical Director at Agency.com Paud is Chairman of the Irish Funds Fintech working group and holds a degree in Applied Physics. | |
| Pat O’Callaghan [More Info] Global Head of Client Portfolio Management, Liquidity Solutions GSAM Pat is the Global Head of Client Portfolio Management with the Liquidity Solutions team. He and his team work with our third party, institutional and private wealth management teams and their clients, across the globe to assist them with their liquidity management needs. Prior to becoming Client Portfolio Manager, Pat was a senior portfolio manager with the Liquidity Solutions team and was responsible for the investing and risk management functions for all of our tax exempt and taxable dollar portfolios. Pat is also a member of the Investment Strategy Committee. Pat joined GSAM in July of 1997 as a member of the Liquidity Solutions Team. Pat started his career with Goldman Sachs in 1995 as an analyst for Goldman’s Short-term Interest Rate Trading and Sales Desks. Pat received a B.B.A. in Finance from Hofstra University in 1995, and received his M.B.A. from Fordham University in 2003. | |
| Dan Page [More Info] Head of asset management advisory KPMG Daniel Page, Head of Asset Management Advisory, KPMG (Ireland) Dan is Head of Asset Management Advisory with KPMG Ireland. Daniel has worked on both sides of the investor coin; as such, he is well placed to understand the pressures that new managers face when it comes to the first stage of enterprise risk management. Dan is a senior advisory professional with more than 17 years capital markets experience. His previous roles were at Deutsche Bank and Goldman Sachs and he was also managing director of Swiss-based Bedrock RealTime, part of the Swiss Asset Management Group, Bedrock. His remit at KPMG focuses on the development of the advisory practice which serves those who manage and invest in hedge funds and other alternative investments. In addition he works in a transactional capacity with corporate finance where he is a deal maker for financial services. | |
| Tim Pearce [More Info] Partner Akin Gump Tim Pearce Partner, Investment Management Practice, London. Akin Gump Strauss Hauer & Feld Tim Pearce advises asset managers on a broad range of issues, with a particular emphasis on advising hedge fund managers. Mr. Pearce has considerable expertise in the establishment of hedge funds and other investment products utilising alternative investment strategies. He specialises in the launch of hedge funds, funds of hedge funds and related transactions, including advising in relation to segregated account agreements and managed account platforms. He regularly counsels clients on third party investments in funds and managed accounts, and negotiates investment management mandates. He has considerable experience advising on fund restructurings and regulatory matters regarding alternative investment funds. He also advises managers frequently on the structuring of their asset management businesses and transactions related to them. Mr. Pearce is recognized as a leading lawyer by the Legal 500 and is recognized as a Leading Individual by Chambers UK and Chambers Europe in the area of Investment Funds. | |
| 0 | Matthew Pinnock [More Info] Head of Multi Asset Prime Brokerage in Europe & Global Head of FX Prime Brokerage BNP Paribas |
| Declan Quilligan [More Info] Managing Director Citco Fund Services Declan Quilligan is presently Managing Director of Citco Fund Services (Ireland) Limited and heads up Citco’s European Hedge Fund business. Declan has worked in the financial services for Industry for 24 years. Prior to taking up his present position in June 2003 he was Managing Director of Citco Fund Services (Curaçao) N.V. from June 2001. A qualified Chartered Accountant, Declan graduated from University College Dublin with a Masters in Accounting in 1992 and a Bachelors of Commerce in 1991. He has also served as a member of the Irish Funds Industry Association’s Alternative Investment Committee from 2004 to 2008 and has been an active member of various AIMA committees, co-chairing AIMAs “Guide to Sound Practices on Valuation” publication in 2013. | |
| Nick Reid [More Info] Owner Tancroft Nick is an ex-Sandhurst graduate who after 5 years in the Army, retired and after a brief stint in retail, joined Tancroft Communications in 1999. Initially tasked to set up and grow a corporate department, Nick then went onto to be part of a management buyout in 2003. Since then Nick and his team have grown the corporate base to over 200 clients and have created a bespoke telecoms provider who are perfectly suited to FS industry, as well as blue chip clients who demand flexibility and bespoke services to match their requirements. Nick is married with 2 boys and enjoys, skiing, running ultra marathons, for charity and watching rugby. | |
| Lisa Roitman [More Info] Business Development & Marketing Strategist Bloomberg Lisa L. Roitman is a marketing and business strategist for Bloomberg Enterprise Solutions with a focus on regulatory compliance technology including Bloomberg’s Entity Exchange. Previously she served as General Counsel and Chief Compliance Officer for Litespeed Management LLC, an SEC registered Investment Adviser and has held multiple business, legal and compliance positions both on the buy-side and on the sell-side throughout her career. Ms. Roitman experienced first-hand the largest US bankruptcy as Managing Director at Lehman Brothers in 2008. Ms. Roitman then spent three years running teams tasked with working on the unwind of Lehman's derivative assets and setting up a claim and valuation process for defaulted Lehman bonds before leaving the bankrupt estate to join the hedge fund industry as a General Counsel of the Kenmar Group a Fund of Hedge Funds and managed account platform. In addition to being a member of the Board of Directors of the Hedge Fund Association, Ms. Roitman is a member of Women in Derivatives and 100 Women in Finance. Ms. Roitman has been active in the Managed Futures Association and has spoken at Hedge Fund Association, Operations for Alternatives, Fund Finance Association and Hellenic Banking Association events. Ms. Roitman earned her LLM in International Banking Law from the Morin Center for Banking Law Studies at Boston University School of Law; her JD from New England Law and her BA from Mount Holyoke College. She is an active mentor having lectured at Barnard College and at Pace Law School and currently mentors active service men and women looking to transition to the private sector through American Corporate Partnership. | |
| Moderator: Andrew Rubio [More Info] CEO Throgmorton Andrew is an Australian-qualified Chartered Accountant with nine years’ experience in the profession and fourteen in Investment Banking. Whilst in the profession, Andrew serviced a broad range of clients in the areas of accounting, audit, tax and business consultancy. In Investment Banking he worked for Salomon Brothers, Bankers Trust, NatWest Global Financial Markets and Credit Suisse First Boston. During this time, he was involved in all aspects of finance including financial reporting, regulatory reporting, and management reporting. Andrew established the accounting function at Throgmorton during 2002. Since then, he has assisted numerous financial services businesses to get started and has helped transition established businesses that have embraced outsourcing. He blends best practice with a real sense of practicality and is passionate about client service delivery. In late 2009, Andrew became our Chief Executive and in September 2014, Throgmorton was acquired by Capita plc. Outside of work, he is treasurer for Farnham RUFC and VP for Frensham Cricket Club. | |
| Eric Scheurer [More Info] CFO Gladstone Capital Management Eric joined Gladstone in 2013 as Partner and CFO, and is responsible for Finance, Operations, Risk, Compliance and Regulation Prior to joining Gladstone, Eric held various senior executive positions at Man Group plc in London, Switzerland and New York (2002-2012). His roles included Head of Commercial Management in London (2010-2012) with commercial responsibility for the consolidation and outsourcing of Man’s fund administration and shareholder service providers. Prior to that on the acquisition of Ore Hill, a credit hedge fund based in New York, Eric relocated to New York to take up the position of joint COO at Ore Hill from 2008 to 2010. From 2005 to 2008 Eric was based in London and headed up Man’s Strategy and Business Planning team. Eric began his career at Man in Switzerland as COO/CFO of Man Fund Management (Schweiz) AG from 2002-2004, where he was responsible for establishing and managing Man’s regulated onshore Swiss fund management company. Previously Eric was a corporate strategy consultant with Bain and Company, and prior to that he worked in venture capital in Switzerland and South Africa. Eric is a member of the Institute of Chartered Accountants in England & Wales and the South African Institute of Chartered Accountants. Eric received a Bachelor of Commerce and a Bachelor Accounting from the University of the Witwatersrand in South Africa. | |
| Pajani Singah [More Info] COO Inflection Point Investments Pajani is a Partner and COO at Inflection Point Investments, a Long/Short Equity Technology Fund and has been with the firm since their inception. He is a Fellow member of the Association Chartered Certified Accountant (FCCA) and alumni at London Business School (2014). Previously at State Street bank , holds various directorships roles here and offshore and currently the Finance Chair of the Entrepreneurs Organisation in London. | |
| Moderator: Ken Somerville [More Info] COO Quintillion Limited Ken Somerville is Chief Operations Officer at Quintillion, an indirect wholly owned subsidiary of U.S. Bancorp. Ken was a co-founder of Quintillion in 2006 and served as Head of Business Development until taking the roll of COO in 2016. US Bancorp currently administers alternative assets totalling $12bn from offices in Dublin, London and the U.S.A. From 1998-2006 Ken was part of the alternative fund accounting group at PFPC International and served as director of fund accounting for hedge funds. Prior to 2008, he spent several years in the fund accounting team at Morgan Grenfell. Education Ken graduated from Trinity College Dublin 2005 with a Bachelor of Science degree in Business Studies and Finance. | |
| 0 | Jay Tanna [More Info] COO ARG Asset Management |
| Moderator: David Tattan [More Info] Head of European Business Development Tora David joined TORA as Head of European Business Development in 2016. Prior to joining TORA, David spent eight years at Barclays Investment Bank in London where he held senior positions as head of European client services and also as head of UK sales for the POINT portfolio management platform. Prior to this, David held analytical roles in portfolio risk management solutions, indices and fixed income at both Lehman Brothers and IDC. | |
| 0 | Darren Tingley [More Info] Head of IT Lansdowne Partners |
| 0 | Luke Venables [More Info] COO Venn Partners |
| Joe Vittoria [More Info] CEO Mirabella Joe Vittoria joined Cordium in May 2012 as CEO of Mirabella Financial Services, which is now a subsidiary of Cordium. He founded Mirabella in 1998, and agreed to sell a controlling stake in the business to Cordium in 2007. He remained a minority shareholder and director in Mirabella until he joined again full time. Between 2009 and 2012, Joe was Co-founder and COO of PVE Capital LLP. He was responsible for the formation of all the corporate entities; the successful FSA and MFSA applications and ongoing compliance for each entity; establishing and running the trade settlement department; oversight of all technology; production of management accounting; and the formation and maintenance of the fund entities, which included Irish QIF and UCITS funds. Prior to PVE, Joe was Chief Operating Officer, and Chief Compliance Officer of GML Capital LLP (2007-2009), an $800m emerging market debt manager which was registered with both the UK FSA and the US SEC. Joe’s responsibilities included compliance; technology; and the selection and implementation of back office system. Prior to working in the hedge fund industry, Joe worked at Salomon Brothers from 1985 to 1998 in institutional equity sales. At Salomon he started on the US Equity sales desk in London and then in 1989 moved to the Equity Derivatives desk where he specialised in equity programme trading. In 1992 he formed the Quantitative Marketing Unit which marketed the quantitative risk and pricing tools developed by Salomon, including various ARCH models developed with Prof Rob Engle who won the Nobel Prize for Economics for this work in 2003. Joe holds a BA in Economics from Yale University, and is President of the Yale Club of London. | |
| David Wallace [More Info] Executive Director of Account Management Capital Support David Wallace, Executive Director of Account Management David holds board level responsibility for the management of over 200 alternative investment firms at Capital Support. Capital Support specialise in the delivery of high end ‘need it now’ service and infrastructure to the financial and professional services industries. Joining the firm over 10 years ago, David has worked with hundreds of hedge funds to design, build, and run complex IT infrastructures – from nimble start-ups to hybrid deployments. David has worked in the IT industry for 20 years, in both small IT support organisations and large MSPs, all of whom were focused on the delivery of technology value through road mapping and strategic planning. David provides clients with superior leadership during critical transition phases, including implementing budget controls and preparing plans for regulatory and compliance change. David retains a strong technical knowledge, and holds certifications across a broad range of technologies. His knowledge and experience allow him to translate complex business needs to pragmatic technical solutions. | |
| 0 | Walter Womersley [More Info] COO Whard Stewart |
| 0 | Safraz Zavahir [More Info] Founding Partner, CCO & GC AlbaCore Capital |
