Jersey Finance, in partnership with IFI Global, is delighted to welcome you to this event entitled ‘The Future of the International Fund Centres’

Fund domiciliation patterns have always been subject to change. From the 1990s onwards, established patterns have been challenged. There is no reason to believe that this will not continue to be the case in the future. This event explores what may happen to the international fund centres over the next few years, as well as focusing on developments across these jurisdictions today.

The event will explore distribution questions, including the possible end of reverse solicitation; political challenges and blacklisting threats; the factors that need to be considered when selecting a jurisdiction; and local substance requirements in the IFCs.

You can register here.

If you have any queries please contact our events team.

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Speakers
Simon Osborn

Simon Osborn Chief Executive Officer, IFI Global

Simon Osborn is CEO and Editor in Chief of IFI Global Ltd. IFI Global is a fund management research and media business, based in the City of London, focusing primarily on the alternative side of the industry. IFI Global publishes The NED, a publication on fund governance, The ESG Report, which focuses on ESG’s effect on the asset management business, The Tracker which follows regulatory change in European fund management and FSI for alternative managers in the US expanding overseas. IFI Global also undertakes research studies and hosts events on matters related to ESG, fund governance, domiciliation and structural change in the alternative fund industry. Prior to launching IFI Global Simon Osborn was an Associate Director of the International Herald Tribune (IHT), based in Paris, where he was responsible for the development of the IHT’s asset management coverage.

Rob Milner

Rob Milner Partner, Carey Olsen

Robert is one of Jersey’s leading funds lawyers. He acts for a wide range of boutique and institutional fund managers and has extensive experience in establishing private, expert, unregulated and listed Jersey funds. He has particular expertise in establishing fund manager vehicles and structures, including migrating fund managers to Jersey from other jurisdictions.

Joe Lufkin

Joe Lufkin Group Managing Director, Jexium

Joe Lufkin is Founder & Group Managing Director of Jexium Ltd., a UK-based international institutional financial advisory and asset management group. Since 1981, Mr. Lufkin has founded and owned several institutional financial advisory businesses working with leading banks, public and private institutional investors, government agencies, and corporations around the world. Since 2020, this business has focused on developing private climate finance investment vehicles through Jexium Capital Ltd., Jexium Carbon Ltd. and affiliates.

Stephen Smyth

Stephen Smyth Executive Director, JPMorgan Chase & Co.

Stephen is responsible for J.P. Morgan’s business in the Channel Islands where our primary focus is the provision of administration, depositary and global custody services to a diverse range of funds and investment structures. Stephen’s career spans 23 years in Securities / Fund services, including senior positions in the U.K, Ireland and Luxembourg. Roles include Sales & Relationship Management (JPMorgan London), Head of Network Relationship Management (Citco Ireland), Head of Benelux Implementation (JPMorgan Luxembourg) and Head of Depositary New Business Development & Onboarding (JPMorgan Bournemouth). Stephen holds a number of professional qualifications, including an MBA awarded in 2020 from the University of Exeter.

Richard Corrigan

Richard Corrigan Director-General, Government of Jersey

Richard joined the Government of Jersey in April 2017 and leads a team of officials responsible for Ministerial advice, policy, and legislation across all areas of the economy. As a member of the Government of Jersey Executive Leadership Team Richard also has strategic line of sight to the broader social, environmental and infrastructure issues for the island, including the critical responsibility of corporate parent. Earlier in his career Richard worked in the banking sector with Natwest and latterly, Barclays, with time spent in the United Kingdom, Crown Dependencies, Middle East, and Asia. Richard joined Jersey Finance in 2012 to develop and provide advocacy for the island’s financial and professional services sector internationally. He has engaged with a broad range of international governments and multilateral organisations to build relationships and advance Jersey’s interests, including H.M. Government, O.E.C.D., World Bank, European Commission, and the World Economic Forum.

Ashraf Rizvi Chief Executive Officer, Digital Swiss Gold

Debbie Franzese Partner, Seward & Kissel

Agenda

Agenda

Agenda

Agenda

12.00 pm

Introduction

  • Simon Osborn, Chief Executive Officer, IFI Global
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Keynote

  • Rob Milner, Partner, Carey Olsen
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12.05 pm
12.15 pm

Panel Discussion

  • Simon Osborn, Chief Executive Officer, IFI Global (Moderator)
  • Joe Lufkin, Director, Jexium
  • Ashraf Rizvi, Chief Executive Officer, Digital Swiss Gold
  • Debbie Franzese, Partner, Seward & Kissel
  • Stephen Smyth, Head of The Channel Islands, Securities Services, JP Morgan
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Closing

  • Richard Corrigan, Director-General, Government of Jersey
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12.55 pm
1.00 pm

Buffet Lunch and Networking

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Event Ends 

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2.00 pm
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Venue: Cornell Club, New York

View other events in our US Roadshow here.