Jersey Finance is delighted to welcome you to this lunch event in Miami, as part of our US Roadshow ‘Driving Stateside Ambition: The Future of Funds’.

This session will look at fund domiciliation and the evolution of international finance centres, and crucially, the issues that affect alternative investment fund managers in the US, including various challenges and opportunities in raising funds overseas.

Topics for discussion will include access to Europe for US fund managers and the sunset of reverse solicitation, political challenges and blacklisting threats, substance legislation, Jersey’s expertise in real estate, the corporate securitization market, and factors that need to be considered when selecting a jurisdiction.

There will be speakers and a panel session at the event. You can register here.

Please contact a member of our events team for further information.

View other events in our US Roadshow here.

Speakers
Joe Moynihan

Joe Moynihan CEO, Jersey Finance

Joe commenced his professional life in the banking sector, rising to the position of CEO of Jersey and the Isle of Man for a major bank, which included responsibilities for trusts and investments. In recent years, he expanded his focus as Director of Financial Services within the Government of Jersey, where he worked closely with industry and regulator to ensure the island’s position as a leading international finance centre. Before joining Jersey Finance in February 2019, Joe was working to establish high-reputation regulatory frameworks and business models for IFCs in the Middle East and Africa.

Elliot Refson

Elliot Refson Head of Funds, Jersey Finance

Elliot is focussed on defining strategy and execution of marketing Jersey as both a domicile and destination for Hedge and Private Equity Management Companies and Funds. Elliot moved to Jersey in 2006 to establish a Macro strategy Hedge Fund under the Ermitage umbrella for whom he also seeded other Macro / CTA strategy Hedge Funds. Elliot founded the Jersey Hedge Fund Managers Group aimed at linking the growing community of local Managers and is a committee member of the Jersey Funds Association and the BVCA Channel Islands working group.

Philip Pirecki

Philip Pirecki Business Development - The Americas, Jersey Finance

Philip is a financial industry and asset management executive, strategist and innovator, with more than 20 years of professional experience that includes investment banking, investment management, consulting, auditing and accounting. Prior to joining Jersey Finance, Philip was a Partner and Director of Silver Sail Advisors LLP, a London based independent investment advisory firm focused on the global automotive and industrial sectors, with a particular emphasis on China. Before that, he was a Partner and COO at Silverstone Capital LLP, a hedge fund group based in London; an equity research analyst at UBS Investment Bank in New York; and a manager in forensic accounting and auditing at PricewaterhouseCoopers in New York and Seattle. Philip is a graduate of the University of Southern California and spent six years in the United States Marine Corps.

Joe Lufkin

Joe Lufkin Founder & 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.

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.

Wilma Souza

Wilma Souza Executive Director, JPMorgan Chase & Co.

Wilma has been part of the Global Private Equity Sales team based out of New York since 2019. She focuses on helping Private Equity, Real Estate, Venture Capital, Hybrid Fund Managers and Family Offices with their operational set-up, responsible for selling a wide suite of services including: fund administration, global custody, prime brokerage, financing, depositary services, etc. Prior to her role on the Global Private Equity Sales team, Wilma was a Senior Sales and Relationship Manager in Investor Services, covering J.P. Morgan Alternatives clients and prospects in Latin America, with a focus on Brazil. Wilma joined JP Morgan in early 2011, helping with the project of structuring Custody Services in Brazil for foreign investors. She also worked with product managers on the development of Brazilian market intelligence materials.

Venue: EAST Miami

View other events in our US Roadshow here.