- This event has passed.
UCITS & AIFMD DUBLIN
Tuesday, 25th April, 2023 @ 8:00 am - 6:00 pm
2023 AGENDATuesday, 25 April 2023
08:15 – 09:0045 mins
Registration and refreshments
09:00 – 09:055 mins
Chair’s opening remarks
- Dairine MacGinley, Chair & INED, CIFD
09:05 – 09:5045 mins
Key European and local regulatory updates for asset managers
- Regulatory updates and ongoing challenges at an EU level
- AIFMD II; update
- Value for money, inducements; The European Commission’s position, impact for asset managers
- Implementation of PRIIPs; impact on institutions
- Evolving crypto regulatory requirements
- Updates at local levels
- CBI initiatives and priorities; impact on managers
- How are firms navigating operational resilience guidance?
- CP86 Survey – Where are we 1 year on?
- Local updates outside of Ireland to keep an eye on
- Evolving implications of the UK as a 3rd country; UK regime, impact for Ireland
- Chris Muyldermans – Counsel EU Public Policy & Regulatory Affairs, KBC Asset Management
- Emma Moyles – Advisor, Fund & Firm Authorisations – Funds Supervision Division, Central Bank of Ireland
- Michael Pedroni – Chief Global Affairs Officer, ICI Global
09:50 – 10:3040 mins
Fund flows and commercial opportunities; Where is growth coming from?
- Finding growth and success during a time of “Permacrisis”; infection, inflation, invasion; How are managers successfully navigating this landscape?
- Evolving investor expectations; where is demand coming from, and how is it changing? What are the jurisdictional trends? What are clients looking for?
- Opportunities in emerging markets
- Rise in crypto products coming to Ireland, large institutional names entering the market
- Paul Price – Founder & CEO, Haven Green Capital Partners
- Karoline Keane – Head of Product Development and Management, Mediolanum
- Barry Keane – Managing Director, European Institutional Business Development, Virtus Investment Partners
10:30 – 11:0030 mins
Networking coffee break
11:00 – 11:4545 mins
The evolving distribution landscape; Challenges and opportunities
- Distributing funds in Europe; current trends, challenges and opportunities
- Vertical integration pressure in the market
- Competing with big players taking large market share
- Launching in the current environment; launches postponed and cancelled in 2022; 2023 outlook
- Successful distribution strategies in the evolving market
- New platforms and methods of distribution; challenges and opportunities
- The future of fintech within distribution
- Fabrizio Zumbo – Director – European Asset Management Research, Cerulli Associates
- Grace Canavan – Head of Offshore Sales, Schroders
- Daniel Capocci – CEO, Farad Investment Management
- Jennifer Richards – Head of Business Development Europe, Irish Life Investment Managers
11:45 – 12:3045 mins
Making alternatives mainstream; The democratization of private assets
- ILP regulation – version 2; improvements to Ireland’s private equity product, competitive edge
- Making private markets available to a broader market; opportunities, uptake, challenges
- How alternative fund managers are capitalizing on this trend; options available
- Challenges and solutions
- Karl Rogers – Chief Investment Officer, Elkstone Private
- Dermot Hanley, Independent Non-Executive Director, Board Member
- James Delaney – Director, Asset Management Regulation, AIMA
12:30 – 13:2050 mins
Navigating the practical challenges of SFDR
- Fallout of reclassifying billions of AUM from Article 9 to 8, and 8 to 6;
- How have firms grappled with categorisations, changing investment strategies and styles?
- Downgrading from Article 8 to 6; Does this suggest that even minimum standards don’t work?
- What does this mean for sustainability?
- Downgrading from Article 8 to 6; Does this suggest that even minimum standards don’t work?
- How have firms grappled with categorisations, changing investment strategies and styles?
- Navigating SFDR Stage 2; How to avoid greenwashing, green-bleaching; What to do when the Regulator comes knocking
- What do we do as an industry going forwards?
- How should the transition be handled? How should regulation be improved, and definitions clarified?
- Ross Allen – Head of Fund Risk Management (Ireland), Jupiter Asset Management
- Torsten Hunke – Head of Legal and Compliance, Europe, VanEck
- Finian Power – Head of ESG Policy and Regulation, First Sentier Investors
- Johnny Rowley – Senior Legal Manager, Head of Irish Product Legal, Amundi
13:20 – 14:2060 mins
Networking lunch
14:20 – 15:0545 mins
The evolving ManCo landscape; Governance, substance, and sustainable models going forwards
- Significant consolidation of management companies in Ireland; How are players and models evolving?
- CBI’s focus on 3rd Party ManCos, governance, substance; What firms need to know, how to respond
- Experience of switching ManCo models; varying approaches to oversight
- Donnacha Loughrey – CEO, Principal Global Investors (EU) Ltd
- Deirdre O’Reilly, FCA, Independent Non-Executive Director
- Killian Buckley, INED
- John Canny – Head of Function – Firm & Sectoral Supervision, Central Bank of Ireland
15:05 – 15:5045 mins
Spotlight on Senior Executives and Boards
- Senior Executive Accountability Regime (SEAR); What companies need to do when it comes into play, experiences so far
- CBI review of ManCo directors’ independence, tenure on boards
- Findings from CBI questionnaire on board diversity; Where the industry is now with diversity on boards; direction of travel
- Orla Collins – Member Board Of Directors, abrdn Ireland
- David Burke – Head of Compliance and Risk, Rubrics Asset Management
- Alan Thomas, Independent Non-Executive Director
- Simon Fletcher – Director, AlbaCore Capital Group
15:50 – 16:3545 mins
Designing and implementing a future-proofed investment strategy
- How are asset managers navigating the evolving ESG paradigm?
- The rise of sustainable thematics; Where are we now?
- How much is Impact featuring in investment decisions?
- Evolving client perspectives and expectations regarding ESG
- How is the industry helping clients in their journey to net-zero?
- Investing in the energy transition, renewables, in infrastructure
- Alan Duffy – Senior Portfolio Manager, Irish Life Investment Managers Ltd.
- Aedín O’Leary – Independent Non-Executive Director, Co-Founder, Green Team Network
- Deepshikha Singh – Head of Stewardship, La Française
- Azariah Nukajam – Investment Lead, FSCom, on behalf of InvestNI
16:35 – 16:405 mins
Chair’s closing remarks; Key takeaways
- Dairine MacGinley, Chair & INED, CIFD
16:40 – 17:4060 mins
Networking drinks reception
Details
- Date:
- Tuesday, 25th April, 2023
- Time:
-
8:00 am - 6:00 pm
- Website:
- https://informaconnect.com/ucits-and-aifmd-dublin-conference/agenda/1/
Organiser
Venue
- Webinar