Beyond Boundaries

Jersey Finance Annual Funds Conference

Set against a backdrop of global political change, this year’s Jersey Finance Funds Conference will include an in-depth discussion of the major initiatives impacting the funds sector while also exploring the increasingly global outlook of funds professionals looking to future-proof their funds.

Entitled ‘Beyond Boundaries’, the September event will take a new format with break-out sessions covering key topics, from shifts in regulation and distribution, to the rising trends in the alternatives sector. Attendees will be contacted after booking to choose which sessions they would like to attend.

Held at the prestigious Royal Lancaster hotel in central London, our popular flagship conference attracts high calibre funds practitioners and offers excellent networking opportunities for attendees.

Venue: Royal Lancaster Hotel, London
Todd Buchholz

Todd Buchholz Former Director of Economic Policy

Todd is a former Director for Economic Policy at the White House, a managing director of the US$15 billion Tiger hedge fund, and an award-winning economics teacher at Harvard. Todd addresses economics, finance, policy and business strategy with a rare degree of wit and engagement. In addition to his government, business and academic work, Todd is the author of a number of best-selling titles which have become recommended academic texts including New Ideas from Dead Economists, Bringing the Jobs Home, New Ideas From Dead CEOs, Rush: Why You Need and Love the Rat Race, and The Price of Prosperity: Why Rich Nations Fail and How to Renew Them.

Dan Snow

Dan Snow Broadcaster and Presenter

Broadcaster and presenter Dan Snow is commonly known as ‘history man’. After collecting a double first in history at Oxford, where his tutor was Niall Ferguson, Dan followed his father Peter and cousin Jon into television. Together with Peter, Dan presented the BAFTA award-winning series Battlefield Britain. There followed a number of World War II series, as well as broader programmes on London, the Battle of Trafalgar, America, and the Ark Royal. During the course of his career, Dan has been gassed, set on fire, trained as a sniper and contracted hypothermia. He also launched the first handheld video guides to London.


Carey Olsen is a leading offshore law firm. We advise on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law across a global network of nine international offices.

Our investment funds and private equity team is both well regarded and highly active. We advise on all fund structures, including open and closed-ended, limited partnerships and unit trusts.

Recognised as the leading legal adviser to funds across the Channel Islands (Monterey), and with strong Caribbean and Asia practices, we represent more companies and funds listed on the London Stock Exchange than any other offshore law firm (Corporate Advisers Rankings Guide) and regularly advise on listings on the NYSE and HKEx, Euronext, CSX and TISE.

Our market-leading international team spans time-zones, and is known for the quality and quantity of complex work it handles globally across a wide range of alternative fund asset classes – traditionally real estate, private equity, credit and hedge funds.

We’re increasingly called upon to help launch offshore funds for cryptocurrencies, fintech, renewable energy, medical tech and bio-venture companies.

Our ‘one firm’ approach means that working together with clients we deliver seamless, objective and commercially grounded advice. investment in diverse technological areas including digital technology.

At Hawksford, we work with you to become your strategic partner; adding value to you by anticipating your needs and delivering when it matters most. Working collaboratively as an extension of your team, we provide flexible and bespoke fund and fund accounting services from Jersey.  We work with a variety of clients, from first time managers to some of the largest and most experienced; dealing with a variety of asset classes and structures. No matter the size of your fund, you will have direct access to a fund management team and staff with broad industry experience, years of technical expertise and a hands-on approach to support the setup, launch and day to day running of your fund.


Grant Thornton Limited is part of Grant Thornton International, one of the world’s leading networks of independent assurance, tax and advisory firms. Grant Thornton Limited is locally owned and managed with offices in Jersey and Guernsey. It is dedicated to serving the needs of privately held businesses, financial services and private clients. With a complement of 130 staff (and growing), It offers a full range of audit, assurance, tax, corporate recovery and advisory services.

Crestbridge is independent in structure and spirit. We provide global administration, trustee, accounting, management and governance solutions that are shaped to our clients’ needs wherever they do business

We have a level of flexibility that is increasingly rare to find amongst peers who are bank-owned, private equity-funded or listed. As such, we are able to tailor our services to fit your needs, both now and as they evolve.

We are a ‘solutions-driven’ business. We strive to exceed expectations by collaborating with you and your advisers. Communicating openly at every stage, keeping you as informed as you need to be.

Because success matters.

The International Stock Exchange provides a responsive and innovative listing and trading facility.

The Exchange provides a convenient and cost-effective service for listing a wide range of products. These include more than 350 securities of investment vehicles, incorporating a quarter of all HMRC approved Real Estate Investment Trusts.

There is a green market segment, TISE GREEN, which enhances the visibility of investments making a positive environmental impact.

In total, there are over 2,800 listed securities with a market value of more than £300 billion.

Jersey is, for many, the jurisdiction of choice for the establishment and administration of all kinds of investment structures. Our expertise covers all types of investment vehicles including limited partnerships, unit trusts, companies (including cell companies), open- and closed-ended funds and listed structures. Our dynamic and respected team has a wealth of experience in helping to structure cross-border investment, notably in Sharia-compliant structures.

We advise on the most complex multi-billion fund vehicles as well as more closely held investment syndicates, ‘club’ and joint venture arrangements and proprietary single-asset holding structures.

We cover the entire investment lifecycle, from the structuring, regulation and operation of vehicles, to acquisitions, reorganisations, investments and exits.

BNP Paribas Securities Services is a leading global custodian and securities services provider. Backed by the strength of the BNP Paribas Group, we provide multi-asset post-trade and asset servicing solutions for buy and sell-side market participants, corporates and issuers. With local expertise in 36 countries and a global reach covering 90+ markets, we help clients to maximise their investment opportunities worldwide.

In the Channel Islands, we are a leading provider of:

• Fund servicing of global private equity, debt and infrastructure funds

• Fund servicing of listed funds

• Depositary and custody services

• Trustee solutions to real estate funds

Ranked in the top three corporate service providers globally, Vistra is a versatile group of professionals, providing a uniquely broad range of services and solutions. Our capabilities span across company formations to trust, fiduciary, private client services, and fund administration. Vistra employs over 4,000 employees across 46 jurisdictions.  The Vistra Jersey office specialises in wealth management solutions for high-net-worth individuals and families and is led by Clive T Wright, Managing Director, Vistra Jersey who has over 30 years of professional experience in Private Banking and Wealth Management.

Walkers’ investment funds group offers Bermuda, British Virgin Islands, Cayman Islands, Guernsey, Irish and Jersey law advice on all matters pertaining to investment funds and their underlying structures.

We have one of the largest specialist investment funds teams worldwide. We advise many of the world’s most prominent asset managers, fund promoters and institutional investors. We establish the full range of structures used in the market and advise on their commercial implications.
Within our jurisdictions, we provide legal advice on all aspects of investment funds including:

Fund formation
Fund restructuring/distressed funds
Fund re-domiciliation
Downstream transactional activity (e.g. acquisitions, disposals, etc.)
Termination and liquidation
Walkers is a listing agent for the Cayman Islands Stock Exchange (CSX), the Irish Stock Exchange (ISE) and The International Stock Exchange (TISE).

RBS International provide banking services to the alternative investment funds industry, building long-term, collaborative partnerships with fund managers and administrators, investment advisors and other service providers.

With offices in Jersey, Guernsey, London and Luxembourg, we take a consultative approach, applying sector insight to tailor solutions to your needs. The strategic and executional capabilities of our people are complemented by eQ, our smart, multicurrency banking platform.

Ogier’s team of investment funds specialists in Jersey are highly-ranked across the top legal directories, and draw on the expertise of dedicated teams in Luxembourg, Guernsey, Cayman and the BVI.

With insight and experience spanning the European, Caribbean and Asian markets we are also market leaders in advising funds aimed at US and Asian markets.

Our innovative team works alongside our finance, corporate, regulatory and dispute resolution specialists, and we support the full fund lifecycle from formation, structuring, regulation, governance and investor disputes to management of liquidity and business interruptions, strategic investor arrangements, wind-down and terminations.

Media Partners

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

PERE is the leading platform for the world’s private real estate markets, tracking the relationship between investment managers and investors, and how their interaction drives equity capital into private real estate. PERE covers the funds, deals, people and trends shaping the industry through our authoritative news, analysis and data.

ADI is the only independent information source on the fast-changing world of domiciliation, structuring & fund servicing in the era of BEPS, tax activism, Brexit and regulatory challenges. Launched by IFI Global in 2013 it is relied upon by asset managers and others for its unbiased analysis of the issues.

Funds Europe is a multi-channel title for senior institutional investors, fund managers, asset servicing professionals and fund distributors. Content is distributed via monthly print edition, daily newsletter, online and social media.


Funds Europe offers readers exclusive news, analysis, features and interviews that provides a complete view of the cross-border funds industry. Topics covered include investment strategy, geopolitics, asset allocation, regulation and custody.

Over 20 years, Real Deals has been the independent voice of European private equity, providing essential market intelligence, unique deal information and deep insight to Europe’s leading private equity firms, their LP’s, lawyers, advisors, and other service providers


Real Deals is comprised of a print magazine [24 issues per year], a website,, a daily newsletter which reaches out to 28,000+ readers, a dedicated iPad edition, Real Deals Intelligence [a unique private equity database – fully searchable by firm, portfolio, region, and fund status, and a series of industry events.

The new name for pfm, Private Funds CFO delivers highly focused actionable intelligence in print, through daily emails and online in five key areas: human capital and outsourcing; technology and cybersecurity; accounting, finance and tax; reporting and investor relations; and compliance. Our exclusive research and access through our market-leading CFO/COO Forum shows that CFOs are a tight community who share common challenges that Private Funds CFO can help inform and answer.


AlphaWeek is a digital magazine covering the alternative investment industry. Analysing the topics that matter, profiling established and emerging investment managers and providing exclusive content from leading contributors, AlphaWeek is a must-read for the global alternative investment community.

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