In a new look format for 2022, Funds Focus (previously known as Funds Masterclass) – our popular London flagship events for the funds sector – is titled ‘The Tax Landscape: Changes, Challenges and Consequences’.

Following a keynote presentation from Rupert Lee from Deloitte UK, we will hold a panel discussion with leading experts from both Jersey and London to look at several recent tax initiatives and their impact on alternative funds.

In particular we will take a deep-dive into the recently published detailed rules on OECD Pillar I and II, which will bring about the implementation of a landmark reform to the international tax system. Additionally, the panel will cover substance rules for partnerships, the recent joint Channel Islands guidance, plus several other tax related developments for funds including the QAHC regime.

This event is ideal for anyone associated with the alternative funds industry – including placement agents, investors, administrators, managers, fund lawyers and fund tax advisers – to get up to date with the latest trends.

We hope you will join us for this informative presentation and panel discussion, which will be followed by drinks and networking.

For more information, please contact the events team.

Speakers

Nicola Le Brocq › Director – Funds, UK, Jersey Finance
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Born in Jersey, Nicola has a strong regulatory background having spent over six years at the Jersey Financial Services Commission – working in Securities supervision, authorisation and enforcement – before moving into industry in investment gatekeeper and regulatory consultancy roles.  During the last seven years, Nicola’s London based roles for two global financial technology companies saw her concentrate on regulatory technology solutions as a product and market specialist working extensively with Alternative Investment Managers in the UK and US.

Rupert Lee

Rupert Lee Associate Director, Deloitte LLP

Rupert is an Associate Director in Deloitte Jersey’s Tax practice. Whilst the majority of his career has been based in Jersey, prior to joining Deloitte in October 2019, Rupert spent two years working for a FS M&A tax practice of another Big Four firm in London, primarily undertaking tax due diligence and advisory engagements for a broad range of FS and private equity clients. Rupert is a regular public speaker on domestic and international tax matters and has been published in Tax Journal, among other publications.

Mary Bruen

Mary Bruen Regional Head of Fund Services – Jersey, Guernsey & Isle of Man, Ocorian

Mary has had an extensive career focused on the asset management industry and is known for establishing strategies for optimising operations, financial returns and client service. From defining new target operating models and implementing new systems, to shaping market strategy propositions and holding directorships, Mary is well versed in dealing with portfolios of regulated and unregulated investment management structures and limiting risk.

Gavin Wilkins

Gavin Wilkins Chief Commercial Officer, Hawksford

Gavin is responsible for commercial strategy across the Hawksford group working alongside Hawksford's clients internationally. He has extensive experience in Asia, the Middle East and Africa covering a broad range of asset classes, private and regulated funds and international capital markets, including the London Stock Exchange, AIM, Aquis and Euronext.

Tim Morgan

Tim Morgan Partner, Maples Group

Tim is co-head of Maples and Calder's Funds & Investment Management team, in the Maples Group’s Jersey office. He advises global fund sponsors, investors, boards and service providers across a variety of asset classes. Tim has acted on a wide range of private equity fund launches, and a number of the most innovative funds transactions in Jersey, including the first listed Jersey fund, a number of the first Jersey private funds and a wide number of fund restructurings Including several of the highest profile GP-led restructuring deals, and advises more generally on corporate issues and on investment structures for financial institutions, family offices and other investors. In addition, Tim is currently Chair of the Jersey Funds Association and has played a key role in developing the position of the Jersey funds industry from a regulatory and tax perspective in recent years, particularly in relation to AIFMD, Economic Substance Legislation and compliance with OECD BEPs issues.

Tim Hill

Tim Hill Partner, Tax, PwC

Tim has over 20 years of international tax expertise and has spent the last 10 years focused on the asset management sector, in particular alternative asset classes. He is experienced in international corporate issues, fund structuring, partnership tax, carried interest planning, mergers & acquisitions, tax compliance, profit repatriation and transfer pricing. His clients include a wide range of alternative and multi-asset fund managers, ranging from start-up operations to major listed asset management groups.

Sponsors

Hawksford is an international provider of Corporate, Private Client and Funds services. We are trusted to deliver efficient administration services to large and multinational corporates, FTSE listed companies and SMEs, as well as entrepreneurs, HNW individuals and intermediaries.

 

We provide flexible fund administration services targeted at a wide range of alternative asset classes and fund structures, and are particularly well known for our strength and expertise in the administration of private equity, real estate and venture capital.

 

Agenda

Agenda

Agenda

Agenda

4.30 pm

Registration 

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Welcome

  • Nicola Le Brocq, Business Development Director – Funds, UK, Jersey Finance
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5.00 pm
5.05 pm

Keynote

  • Rupert Lee, Associate Director, Deloitte LLP
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Panel Discussion

  • Moderator: Gavin Wilkins, Chief Commercial Officer, Hawksford 
  • Rupert Lee, Associate Director, Deloitte LLP
  • Mary Bruen, Regional Head of Fund Services – Jersey, Guernsey & Isle of Man, Ocorian
  • Tim Morgan, Partner, Maples Group
  • Tim Hill, Partner, Tax, PwC 
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5.15 pm
6.00 pm

Q&A with Sli.do

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Closing Remarks

  • Nicola Le Brocq, Business Development Director – Funds, UK, Jersey Finance
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6.05 pm
6.10 pm

Networking Drinks

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Event Ends

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7.30 pm
Media Partners

Funds Europe is the leading publication for the European cross-border fund management industry. Our readers are senior institutional investors, fund managers, asset servicers and fund distributors.

Available online and in print, Funds Europe is published ten times yearly and circulated in over 40 European countries. Each issue offers analysis, features and interviews providing a complete view of the European funds business. Funds Europe also publish FundsTech and regional titles for Asia and the Middle East.