Throughout 2020, Jersey Finance will be hosting a funds masterclass series delving into the key initiatives impacting the funds sector to audiences in a number of locations across the globe.

Our first event, taking place at the Sofitel St James in London on Thursday 6 February, will bring experts in their field together to discuss the major initiatives impacting the funds real estate space from developments in UK real estate taxation to structuring options to trends in real estate finance.

Breakfast and registration will begin at 7.45 am where there will also be ample opportunity to network before the event begins at 8.15 am.

Speakers confirmed include Rachel Heslehurst, General Counsel at Liberty Living; Kate Andrews, Partner at Carey Olsen, Nicola Westbrooke, Tax Partner at Ernst & Young; and Robert Milner, Partner at Carey Olsen

Agenda
Agenda
Agenda

Agenda

07.45 am

Registration and Networking Breakfast

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Introduction – Elliot Refson, Director of Funds, Jersey Finance

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08.15 am
08.20 am

Presentation – Robert Milner, Partner, Carey Olsen

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Presentation – Wayne Strangwood, HMRC Policy & Technical Lead, HMRC

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08.35 am
08.55 am

Panel Session

  • Mike Byrne, Partner, PwC
  • Rachel Heslehurst, General Counsel and Company Secretary, Liberty Living
  • Nicola Westbrooke, Tax Partner, EY
  • Kate Andrews, Partner, Carey Olsen
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Audience Q&A

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09.25 am
09.30 am

Event Closes

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Sponsors

Hawksford is a leading provider for fund administration services in Jersey targeted at a wide range of asset classes and entity structures.   We are sufficiently large to ensure industry leading expertise, technology and best practice, while being small enough to be nimble and uncompromisingly client focussed.

We have particular strength and expertise in the administration of private equity, real estate and venture capital, and we work with a variety of clients and structures in these asset classes, and others.  For first time managers and the more experienced, we build effective working relationships through transparent and proactive communications, our focus on delivery, and a team culture of flexibility and agility.

We’re a market-leading offshore funds practice advising clients on the formation, structuring, funding and regulation of investment funds in Jersey, Guernsey, the Cayman Islands and the BVI. Our lawyers also provide ongoing legal advice to offshore funds and their managers, advisors, investors and lenders.

Our international team spans time-zones and is known for the quality, quantity and complexity of the work it handles, working across a wide range of alternative fund asset classes – both traditional and new, including technology, fintech, renewable energy, meditech and bio venture.

Our lawyers also maintain close contact with the financial regulatory and tax authorities in our jurisdictions and regularly participate in the development of new laws, regulations and regulatory policy. This enables us to advise authoritatively in the context of an evolving landscape.

“The premier fund legal advisor in Jersey”, Legal 500.

Find out more: mourant.com

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.

Bedell Cristin’s Jersey funds and investment practice provides expert offshore legal advice, as part of a global team spanning BVI, Cayman Islands, Guernsey, London and Singapore.

Our expertise covers all types of investment vehicles and asset classes.  Our dynamic and respected practitioners have a wealth of experience in helping to structure cross-border investments, notably in real estate, private equity and Sharia-compliant structures.

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

Covering the entire investment lifecycle, we assist with the structuring, regulation and operation of vehicles, and acquisitions, reorganisations and exits.

Speakers
Robert Milner

Robert 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. Robert also advises on the establishment, financing and sale of Jersey vehicles holding UK and European-situate real estate (including JPUTs) and advises on the structuring and listing of REITs, having been a member of the TISE Rules Committee responsible for amending the listing rules to streamline the requirements for REITs. Recent transactions include the establishment of the

Mike Byrne

Mike Byrne Asset Management Leader, PwC

Mike is a partner based in PwC Channel Islands’ Jersey office and is the leader of the Asset Management practice across the Channel Islands. He is the PwC Alternative Funds leader for EMEA. Mike has worked with a wide portfolio of alternative asset management clients based in Europe and further afield across Private Equity, Infrastructure, Hedge and Property Funds. Mike undertook a cycle of experience from 2012 to 2014 as Head of Private Equity with PwC Singapore and served as Chair of the Jersey Funds Association from 2016 to 2019.

Rachel Heslehurst

Rachel Heslehurst General Counsel and Company Secretary, Liberty Living

Rachel is General Counsel and Corporate Secretary of the Liberty Living Group – the student housing accommodation platform previously owned by the Canadian Pension Plan Investment Board and which was recently acquired (November 2019) by the Unite Group plc (the largest manager and developer of purpose-built student accommodation in the UK) for £1.4bio (Acquisition). Rachel joined Liberty Living in July 2017 and sits on the Executive Team. Rachel helped navigate the Liberty Living Group through the listing of Liberty Living Group Plc on TISE; the listing of debt on Euronext Dublin; and the successful merger clearance by the Competition and Markets Authority of the group in respect of the Acquisition.

Nicola Westbrooke

Nicola Westbrooke Tax Partner, EY

Nicola is a tax partner in EY and has specialised in advising on tax matters in respect of real estate transactions for 25 years. Her clients include inbound investors, fund managers, landed estates and REITs and she provides advise at all points of the property ownership cycle; from transaction structuring and diligence, to compliance and management of the relationship with HMRC. Nicola was seconded to HMRC to draft the UK REIT legislation in 2005 and has since continued to be involved in liaising with HMRC over changes to the REIT regime as well as other major legislative changes relevant to real estate ownership, such as corporate interest restriction and non resident capital gains tax.

Kate Andrews

Kate Andrews Partner, Carey Olsen

Kate has over 20 years' experience specialising in complex finance transactions including advising on the Jersey elements of private placements and high yield bond issuances. Kate has a significant real estate finance practice, acting for both sponsors and lenders and also advises on fund finance and financial restructurings. Kate joined Carey Olsen in 2013 and became a Jersey advocate in February 2016. She previously worked in London, first with a magic circle firm and subsequently with a large US firm. She also completed secondments at two investment banks.

Wayne Strangwood

Wayne Strangwood Policy & Technical Lead, HMRC

Wayne is the policy and technical lead for HMRC’s Collective Investment Schemes team. He first joined the team in late 2008, working on a range of funds issues including the introduction of the reformed offshore funds rules and leading on reforms to the rules for investment trusts and unauthorised unit trusts. He re-joined the team in September 2015, after 18 months working on HMRC’s International Relations (IR) team helping to negotiate the UK’s implementation of the Common Reporting Standard with EU and OECD counterparts and to introduce the resultant legislation and guidance, and providing training to developing countries.

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.

Published ten times per year and circulated in over 40 European countries, each issue offers news & analysis, features and interviews providing a complete view of the European funds business. Funds Europe also publish Funds Global Asia.