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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 For the latest agenda and to register please visit: www.itas-ireland.com or call: +44 (0) 20 7017 7200 or email: [email protected] ITAS Ireland 2015 – Priority Booking Form DELEGATE 2 NAME.............................................................………………………………… ……………. Tel: +44 (0) 20 7017 7200 Fax +44 (0) 20 7017 7807 Email: [email protected] Web: www.itas-ireland.com Venue: Radisson Blu Royal Hotel Dublin, Ireland Dates: Main Conference - 29th – 30th September 2015 JOBTITLE....……...………………...................................…….DEPT……………………………….……… DIRECT PHONE..………………………………MOBILE NUMBER……………………………………. EMAIL……………………………………………………………………………………………………….. By giving my email address I am giving Informa companies permission to contact me by email about future events and services. DELEGATE 1 NAME.............................................................………………………………… ……………. JOBTITLE....……...………………...................................…….DEPT……………………………….……… DELEGATE 3 NAME (£200 off) ………………....................……………………………………. JOBTITLE....……...………………...................................…….DEPT……………………………….……… DIRECT PHONE..………………………………MOBILE NUMBER……………………………………. DIRECT PHONE..………………………………MOBILE NUMBER……………………………………. EMAIL………………………………………………………………………………………………………. By giving my email address I am giving Informa companies permission to contact me by email about future events and services. I REPORT TO........................................................................…………………………………………………. HIS/HER JOB TITLE................................................................………………………………………………. BOOKING CONTACT……………………………………………………………………………………….. HIS/HER JOB TITLE................................................................………………………………… Please Select Your Package DATES Bookings received by 19th June 2015 £1499 (+23% VAT) = £1843.77 EMAIL……………………………………………………………………………………………………….. By giving my email address I am giving Informa companies permission to contact me by email about future events and services. COMPANY..…………………..................................................………………………………………………. ADDRESS......................................................................................................................................…………… ………………………………………………………………………………………………………………… COMPANY TEL…............................................……..……………………………………………………….. SAVE Bookings received by 28th August 2015 £1599 (+23% VAT) = £1966.77 SAVE Bookings received after SAVE 28th August 2015 £1699 (+23% VAT) = £2089.77 29 - 30 Sept 2015 £200 £100 2 Day Package: Conference MULTI-BOOKING DISCOUNT: If you register more than 2 delegates, the 3rd and each subsequently registered delegate will receive £200 off the fee. DISCOUNTS: All discounts are subject to approval and can only be claimed at the time of registration. Multi-booking discounts cannot be combined with other discounts that may be available (apart from early booking discounts which are available to everyone). The VAT rate is subject to change and may differ from the advertised rate. The amount you are charged will be determined when your invoice is raised. Please note the conference fee does not include travel or hotel costs. We are happy to accept a replacement delegate for the whole event, however delegate passes cannot be split or shared between delegates under any circumstances. 3 MEANS OF PAYMENT Please send me an INVOICE or BY BANK TRANSFER - Bank Transfer: Full details of bank transfer options will be given with your invoice on registration To make payment by CREDIT CARD: to ensure we provide the highest level of security for your credit card details we are unable to accept such payments via email or fax which ensures that these details are never stored on our network. To make payment by credit card on-line, please enter your credit card details in our secure payments website that you will use when making your booking via the event website (the event web address is near the top of the booking form). Alternatively call our customer service team on +44 (0) 20 7017 7200. TERMS AND CONDITIONS: Attendance at this conference is subject to the ICBI Delegate Terms and Conditions at http://www.informaglobalevents.com/division/icbi/termsandconditions .Your attention is drawn in particular to clauses 6, 8 and 14 of the ICBI Delegate Terms and Conditions which have been set out. Cancellation Policy: If you cancel in accordance with this policy, you will receive a refund of your fees paid to ICBI (if any): (i) if you cancel your registration 28 days or more before the Conference, subject to an administration charge equivalent to 10% of the total amount of your fees plus VAT; or (ii) if you cancel your registration less than 28 days, but more than 14 days before the Conference, subject to an administration charge equivalent to 50% of the total amount of your fees plus VAT. ICBI regrets that the full amount of your fee remains payable in the event that your cancellation is 14 days or less before the Conference or if you fail to attend the Conference. All cancellations must be sent by email to [email protected] marked for the attention of Customer Services and must be received by ICBI. You acknowledge that the refund of your fees in accordance with this policy is your sole remedy in respect of any cancellation of your registration by you and all other liability is expressly excluded. Changes to the conference: ICBI may (at its sole discretion) change the format, speakers, participants, content, venue location and programme or any other aspect of the Conference at any time and for any reason, whether or not due to a Force Majeure Event, in each case without liability. Data protection: The personal information which you provide to us will be held by us on a database. You agree that ICBI may share this information with other companies in the Informa group. 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By completing and submitting this registration form, you confirm that you have read and understood the ICBI Delegate Terms and Conditions and you agree to be bound by them. Quote VIP code: FKP2396EMSNS and SAVE 25% from the prices listed above