The Jersey Finance Annual Funds Conference 2015

Thursday 19 Mar 2015, 12:30 - 19:00

Location: 8 Northumberland Avenue, London, UK

Pricing: £315 for Members, Free for London delegates

The Jersey Finance Annual Funds Conference 2015

Conference times: 12:30pm - 7pm

Welcome to the homepage for the Jersey Finance Annual Funds Conference 2015 in London.

The 'Winning Moves' event will be held at the award winning 8 Northumberland Avenue on the 19 March and will see broadcaster, journalist and author, Jeremy Paxman, question world class funds professionals as well as give a closing address.

The conference will provide compelling and in-depth insights into the global funds landscape provided by funds experts and is set to attract numerous practitioners including lawyers, fund managers and other finance professionals. There will also be plenty of opportunities to network at the drinks reception following the event.

To view highlights of last year's event Click here

Speakers

Jeremy Paxman

Moderator

Jeremy Paxman

The former Newsnight anchor Jeremy Paxman is amongst the most respected and influential broadcasters in the UK. He is no less feared by student and professional contestants as quizmaster of University Challenge.

An award-winning journalist, Jeremy began his career covering the Northern Ireland troubles in the 1970s, then joined Tonight and Panorama as an investigative reporter. After a spell as a foreign correspondent filing reports from the Middle East, Africa and Latin America, he moved inside the studio on the Six O’Clock News and Breakfast Time.

Jeremy became synonymous with Newsnight over his 25-year tenure on the show. His confrontations with the great and good became broadcasting legend with his aggressive style often the target of criticism, parody and applause. Some of his best-remembered interviews include his repeated questioning of Home Secretary Michael Howard, his listing of Richard Desmond’s adult publications to Tony Blair, his political debate with Russell Brand, and encounters with Dizzee Rascal, Nick Griffin, Conrad Black and Silvio Berlusconi. His disdain for weather forecasts is also well known.

Away from hard news, Jeremy interviewed writers and thinkers on Radio 4’s Start The Week. He hosted a critically acclaimed and sell-out Edinburgh Fringe show, PAXO. He has written several books himself including On Royalty, The Political Animal, Friends in High Places: Who Runs Britain? and The English: Portrait of a People. He presented the documentary series and wrote the accompanying book Empire, a study of the good and bad sides of Britain’s imperial history, and likewise the series and book Britain’s Great War. 


Geoff Cook

Chief Executive, Jersey Finance

Geoff Cook

As CEO of Jersey Finance, Geoff Cook works closely with governments, regulators, financial professionals and investors, to promote the Island’s award-winning finance industry, whilst highlighting legal and regulatory developments, as well as innovations in products and services that make international trade and investment easier to do.

In addition to leading Jersey Finance hosted events, bringing together industry professionals, politicians and regulators to provide an open forum for debate, knowledge sharing and networking, Geoff speaks at and contributes to conferences and seminars around the world. He frequently contributes to leading publications – as well as writing a regular Jersey Finance CEO blog. In promoting Jersey’s finance industry, Geoff features in media such as the Financial Times, the Wall Street Journal, the Economist, BBC Radio, the BBC World Service and Bloomberg TV.

Geoff joined Jersey Finance in 2007 with a strong career background in the London banking world, having held senior-level roles in wealth management and financial planning. Geoff is a Chartered Director, a Fellow of the ifs School of Finance, a Fellow of the Chartered Institute for Securities & Investment and a Member of the Society of Trust and Estate Practitioners.


Gerard Lyons

Gerard Lyons

Dr Gerard Lyons is Chief Economic Advisor to Boris Johnson, the Mayor of London, taking up this new role in December 2012 and released 'The Europe Report' in August 2014 looking at the impact of EU exit, membership or reform on London.

His first book 'The Consolations of Economics' on the outlook for the global economy was released by Faber & Faber in June 2014, and is being translated into Chinese, German, Portuguese & Korean. Previously he spent 27 years in senior roles in The City at Chase Manhattan, Swiss Bank, DKB and Standard Chartered.

He has regularly topped forecasting polls and was one of only two UK forecasters predicting an imminent deep recession the month ahead of the financial crisis.

Lyons has testified to the US Senate & Congress, UK Parliamentary Committees & spoken at Davos, the IMF and other global fora such as the EU-China Summit in Beijing. He is an expert on the world economy, policy issues and financial markets. 


Bill O'Neill

Head of Investment Office UK, UBS Wealth Management

Bill O'Neill

Bill O’Neill leads the Investment Office in the UK. In this capacity, he both provides UK specific macroeconomic and investment content to the UBS Global Chief Investment Office, and also represents the CIO office in the UK, articulating the UBS House View for our client advisors and our clients.

Bill has spent over 30 years in investment management and research roles on both the buy and sell-side. Prior to joining UBS, Bill was Chief Investment Officer, EMEA at Merrill Lynch Global Wealth and Investment Management. He has held a number of investment strategy and asset allocation roles in the past, including Head Investment Strategy & Asset Allocation, Barclays Wealth and Asset Allocation Strategist, JPMorgan Asset Management.

Bill holds Masters' degrees in Quantitative Economics from University of London and Political Economy from University College, Dublin. He also holds a Bachelor's degree in Pure Economics from Trinity College Dublin.


Joe Moynihan

Director of Financial Services Chief Minister's Department – The Government of Jersey

Joe Moynihan

Joe Moynihan is Director of Financial Services for the States of Jersey since January 2013. This role provides advice to government Ministers on all aspects of financial services policy.  In addition, working with Jersey’s financial services marketing and regulatory bodies, he is responsible for helping to ensure that the financial services sector remains globally competitive. He is also a board member of Jersey Finance Limited, the promotional body for Jersey’s finance industry.

Prior to his current position he had been with AIB Group for over 35 years working in Ireland and Britain and has been based in Jersey since 1993.  He was appointed Chief Executive Officer of AIB Jersey and Isle of Man in February 2007. He was responsible for running the bank’s offshore operations in both Jersey and the Isle of Man, setting strategic direction and representing the offshore business at AIB Group level.  The business included Private, Ex patriate Personal and Corporate Banking, Investment, Fiduciary and Fund Services and employed over 250 members of staff.

Joe is a graduate member of the Institute of Bankers in Ireland and holder of an MBA from CASS University in London. He is a Past President of the Jersey Bankers Association and a member of the Jersey branch of the Institute of Directors. 


John Harris

Director General, Jersey Financial Services Commission

John Harris

A former Industry practitioner and government adviser, John Harris has been the Director General of the Jersey Financial Services Commission (JFSC) since 2006 and a Commissioner on the Board of Commissioners since 2007. He is also the Registrar of the Companies Registry.

As Director General of the JFSC, John leads the organisation and has significant statutory, developmental, representational and international engagement responsibilities. 

John regularly meets with fellow regulators, ambassadors, dignitaries from other jurisdictions, law enforcement agencies and government officials, and he presents at conferences and participates in panel discussions at home and overseas, showcasing the JFSC as a leading, listening and responsible
regulator. 

John also engages with local, national, international and trade media, contributing with interviews and articles, with the primary aim of enhancing Jersey’s reputation as a cooperative and responsible finance centre with the highest international standards.

Having seen Jersey from outside and within the regulatory sphere, John has encountered a rapidly changing regulatory world post the financial crisis. During his tenure at the JFSC, he has overseen significant change in both regulatory and operational terms and continues to shape the organisation,
with particular focus on staff learning and development, enhanced technology, and proactive communication, both internally and externally.

John’s career in the financial services industry spans more than 38 years and has focused on three main areas, having worked as an international banker, a government adviser and now a chief regulator.

John is a Fellow of the Chartered Institute of Bankers. He is fluent in French and was awarded the Chevalier de La Pléaide; a decoration from the French Parliamentary Association for “Services to the French Language”. He is also fluent in Spanish and speaks competent German. 

He a Director and Trustee of Headway Jersey (Brain Injury Charity) and the Chairman of the Alliance Française de Jersey.


Ben Robins

Partner, Mourant Ozannes & Chairman of the Jersey Funds Association

Ben Robins

Ben is the current Chairman of the Jersey Funds Association. A partner and head of the funds practice area at Mourant Ozannes in Jersey, Ben has extensive experience in investment funds, capital markets and structured finance. Having qualified as an English solicitor with Speechly Bircham in London, he returned to Jersey to join Mourant Ozannes in 1997. He became a partner at the firm in 2002 and has headed its global funds practice area since 2008, specialising in private equity and real estate funds work. Ben has been a frequent participant in local industry working groups looking at key regulatory changes, including most recently the implementation of the EU Alternative Investment Manager's Directive (AIFMD). He was appointed Chairman of the Jersey Funds Association in July 2013. 


Simon Witney

Chair of the BVCA Legal and Technical Committee

Simon Witney

Simon Witney is a member of King & Wood Mallesons' market leading Private Funds team.

King & Wood Mallesons has a network of 30 locations, including China, Hong Kong, Australia, the United Kingdom, continental Europe, the Middle East, Japan, and the US, and more than 2,700 lawyers.

Simon is Chair of the BVCA Legal and Technical Committee and Member of the Private Equity and Funds Team at King & Wood Mallesons.

Simon writes a weekly bulletin for clients commenting on legal and tax developments which affect the European private equity community.  He is a regular speaker at conferences and contributes to a variety of industry publications.  He is also currently studying for a doctorate in corporate governance at the London School of Economics.


Robert Milner

Partner, Carey Olsen

Robert Milner

Panellist

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 and providing ongoing advice to private, expert, unregulated and listed Jersey funds. Robert is ranked as a leading lawyer by IFLR 1000, a leading individual by Legal 500 and is recommended by PLC Which Lawyer? He is an alumnus of Grey College, Durham and the College of Law, York. 


Mike Newton

Senior Vice President, Managing Director, State Street Jersey

Mike Newton

Mike is the Managing Director of State Street’s Jersey business and is responsible for over 250 employees in Jersey.

Mike has 20 years of experience in open and closed ended fund administration, providing high quality and efficient administration services to offshore and onshore fund investment structures. Previously, Mike was Managing Director at EQT Funds Management Limited in Guernsey where he was responsible for administration, service delivery and quality control as well as over 50 employees. Before joining EQT, Mike worked at Mourant International Finance Administration, Bordeaux Services Limited and Havelet Throgmorton Management Limited.

Mike is a member of the newly formed BVCA Channel Islands committee.


Bridget Barker

Partner - Investment Management, Macfarlanes LLP

Bridget Barker

Bridget is head of the investment management group. she advises clients on establishing both onshore and offshore private funds for private equity, real estate, mezzanine, infrastructure, debt, renewable energy, hedge and other types of funds. she has considerable experience acting for both fund managers and also for a variety of investors from both the UK and abroad. In addition, Bridget advises on a variety of financial services and regulatory issues.

Bridget is described in Who’s Who of Private Funds 2015 as “standout”. she has also been nominated by IFLr1000 (2015) as a “Leading Lawyer”. the investment management group was shortlisted by Financial news for “asset management team of the year” 2013 and won “Funds team of the year” 2013 at the Lawyer awards. 


Neil Robson

Partner, Katten Muchin Rosenman UK LLP

Neil Robson

Neil Robson, a regulatory and compliance partner with Katten Muchin Rosenman UK LLP, focuses his practice on counseling hedge and private equity fund managers, investment advisers, broker dealers and proprietary traders on operational, regulatory and compliance issues. He regularly addresses Financial Conduct Authority (FCA) and EU authorization and compliance issues under EU directives, cross-border issues in the financial services sector, financial crime (including market abuse, money laundering and bribery), regulatory capital requirements, regulatory reporting and disclosure obligations, formations and buyouts of financial services groups, and structuring and marketing (financial promotions) of investment funds and other financial services products and securities.

Neil is often mentioned in the media and he is a frequent speaker at industry conferences regarding developments in UK financial services regulation, including the Alternative Investment Fund Managers Directive (AIFM Directive), MiFID II, short selling and market abuse. 


Programme -

12:30 - Registration and Networking Lunch


CEO Welcome

  •  Geoff Cook, Chief Executive, Jersey Finance

An introduction from your conference host, Jersey Finance.

 

Keynote Speaker

  • Gerard Lyons, Chief Economic Advisor to Boris Johnson.

Keynote Speaker

  • Simon Witney, International Funds, King & Wood Mallesons

Discussion - Navigating the Board – insights into the policies impacting the funds arena

This expert panel will discuss the nature of the challenges facing alternative fund domiciles and how, against this backdrop, Jersey has positioned itself as an innovative, accessible and stable jurisdiction. The panel will also discuss the global regulatory landscape with particular focus on ESMA’s call to evidence, the impact of BEPS and the effect of EU political issues on private equity structuring.

PANEL:

Jeremy Paxman, moderator

  • Joe Moynihan, Director of Financial Services, the States of Jersey Government
  • John Harris, Director General, The Jersey Finance Services Commission
  • Ben Robins, Partner, Mourant Ozannes
  • Lisa Cawley, Partner, Kirkland & Ellis International LLP

 Q&A Session


Networking Afternoon Tea Break


Keynote Speaker

  • Bill O'Neill, Head of CIO Research UK, UBS Wealth Management

          


Discussion - The Next Moves - fund managers’ response to an evolving landscape

This expert panel will discuss how, at a time when the global asset management industry is wrestling with economic volatility, shifting investor appetites and fragmented regulatory upheaval Jersey's alternative funds industry continues to thrive. The panel will also look at the development of the funds landscape globally, with discussion of the use of Jersey as a conduit for inward real estate and infrastructure investment from US, Middle East and Asian investors forming part of the session.

PANEL:

Jeremy Paxman, moderator

  • Robert Milner, Partner, Carey Olsen
  • Mike Newton, Managing Director, Private Equity and Real Estate at State Street
  • Bridget Barker, Partner - Head of the Investment Management Group, Macfarlanes LLP
  • Neil Robson, Partner, Katten Muchin Rosenman LLP

Q&A Session


Closing Address

  •  Jeremy Paxman

Closing Remarks followed by Networking Drinks Reception

 The Networking Drinks Reception will run until 7pm

Download Programme as PDF

Event Partners

British Venture Capital Association (BVCA)

British Venture Capital Association (BVCA)

The British Private Equity & Venture Capital Association (BVCA) is the industry body and public policy advocate for the private equity and venture capital industry in the UK. Its aim is to aid understanding around the activities of members, promote the industry to entrepreneurs and investors as well as to government, the EU, trade unions, international media and the general public. The BVCA communicates the industry’s impact and reinforces the crucial role that members play in the global economy as a catalyst for change and growth.

Its membership comprises more than 500 influential firms, including more than 230 private equity and venture capital houses with an accumulated total of more than £200 billion funds under management; limited partners; professional advisers; service providers; and international associations working together to provide capital and expertise to growing businesses, to unlock potential and to deliver enhanced returns to the millions who directly and indirectly invest in the industry.

BVCA 

Jersey Funds Association (JFA)

Jersey Funds Association (JFA)

Formed in 1984, the Jersey Funds Association (JFA) enables the funds industry to maintain an effective dialogue and consultation with the Government and regulatory authorities of Jersey on regulatory and tax changes.

The JFA has more than 60 member firms representing a diverse range of service providers including fund administrators, custodian banks, fund managers, lawyers and accountants.  Through the work of its various sub committees the JFA is constantly consulting and advising on issues concerning compliance, anti-money laundering, tax, education, and liaising with other industry associations.

JFA

 

 

 


Event Media Partners

Funds Europe

Funds Europe

Funds Europe is the leading monthly title for senior institutional investors, fund managers, asset servicing professionals and fund distributors. Each issue offers exclusive news, analysis, features and interviews providing a complete view of the cross-border funds industry; including coverage of investment strategy, geo-political issues that affect investments, asset allocation, regulation, custody and transfer agency.

Click here to visit the Funds Europe website

HFMWeek

HFMWeek

HFMWeek is the leading resource for current global hedge fund news. Through its daily news website and weekly magazine, HFMWeek delivers in-depth coverage of the latest hedge fund developments and people moves, as well as detailed analysis, market intelligence and reports, along with a programme of free events. HFMWeek’s cutting-edge features and news analysis cover all aspects of operating a successful hedge fund, including searches, prime brokerage, fund administration, risk management, front-to-back-end technology and legal and regulatory issues.

Visit us at HFMWeek


PERE

PERE

For the world’s private real estate markets

PERE provides the complete private real estate news & intelligence service. We cover the key players, firms, private real estate investments and deals globally. We examine the relationship between private real estate investors & private real estate fund managers to keep your finger on the pulse of who and what is driving private real estate globally.


PFM

PFM

Private Funds Management (pfm) is a news service for professionals charged with overseeing the financial, operational and legal functions within private equity firms.

Positioned at the heart of the of the global alternative asset industry, Private Funds Management is trusted to provide authoritative coverage the world over. We cover all the complex issues that it is absolutely critical to get right. To us, it’s much more than providing content: it’s about delivering information that makes a difference. 


Private Equity International

Private Equity International

For the world’s private equity markets

Positioned at the heart of the alternative asset class of private equity, Private Equity International is trusted to provide authoritative coverage the world over. We equip you with the numbers, the knowledge and the network to think and to act. To us, it’s much more than providing content: it’s about delivering information that makes a difference.

Private Equity International:  read, trusted and acted on by the world’s most successful private equity professionals.


Event Sponsorship Packages

Exhibition

Exhibiton 

Benefits include:

Pre-event

  • Company branding (logo) on event page of Jersey Finance website and on invitations to London gatekeepers and Jersey Finance Members
  • Link to your company website from the Jersey Finance event website page
  • 3 complimentary Member passes to the conference (to include manning of exhibition stand)
  • Delegate list one week prior to the conference (name and company)
  • Unlimited complimentary invites to London based contacts
  • 10% discount on additional passes

On the day

  • 3m x 2m exhibition space with trestle table (if required)
  • Company logo and 100 word profile in the conference programme
  • Inclusion of 1 full page colour advert in the conference brochure (full specifications will be provided)
  • Logo recognition on sponsored conference custom signage

Post event

  • Delegate list post-conference (name and company)

Event Sponsors

Moore Stephens Fund Services

Moore Stephens Fund Services

Sponsor of the Networking Lunch

Moore Stephens Fund Services is a Jersey-based, dedicated provider of fund accounting and administration services for both private and institutional clients.

We have built long standing relationships with fund promotors and investors from multiple jurisdictions and have a reputation for delivering high-quality reporting that can be created to suit client needs and requirements.

The team is comprised of a high standard of fully qualified professionals with extensive administration, accounting, legal and regulatory compliance qualifications and experience.

 

As an independent provider that’s part of a global network, we have 50 years of experience in delivering for our clients.

 

Moore Stephens Fund Services

@MooreStephensCI

Moore Stephens LinkedIn

 

Walkers

Walkers

Sponsor of the Networking Drinks Reception

Walkers has an enviable reputation in offshore investment funds from across our international network of offices in the Caribbean, Europe, the Middle East and Asia.

Walkers' Jersey office provides solid, real world, commercial advice on all aspects of Jersey law, with particular emphasis on matters of investments funds, corporate, banking, asset finance, commercial litigation, dispute resolution and trusts. 

Walkers Jersey is part of the Walkers Global Network, which advises on the laws of Jersey, Guernsey, the Cayman Islands, the British Virgin Islands, Bermuda and Ireland. 

Walkers has the expertise and people to deliver every time.

Walkers Global

@WalkersGlobal

Walkers LinkedIn


BNP Paribas Securities Services

BNP Paribas Securities Services

Sponsor of the Coffee House

BNP Paribas Securities Services is a multi-asset servicing specialist with 34 offices around the world covering more than 100 markets. This extensive network enables us to provide our institutional investor clients with the connectivity and local knowledge they need to navigate change in a fast-moving world.

As a leading European administrator and depositary bank, servicing private equity, debt, infrastructure and real estate funds, we have supported our clients for decades in managing regulatory challenges and growing their businesses. 

As of 30 September 2017, BNP Paribas Securities Services had US$ 2.727 trillion in assets under administration, US$ 10.985 trillion in assets under custody, 10,166 funds administered.

BNP Paribas

@BNPP2S

BNP Paribas LinkedIn


Mourant Ozannes

Mourant Ozannes

Sponsor of the Pads & Pens

Our market-leading team is known for the quality and quantity of complex work it handles across a wide range of alternative fund asset classes (traditionally real estate, private equity, credit and hedge funds) and global markets. Increasingly out experience is called upon to help launch offshore funds for investment in diverse technological areas including digital technology, cryptocurrencies, fintech, renewable energy, medical tech and bio-venture companies.

Mourant Ozannes

@MourantOzannes

Mourant Ozannes LinkedIn

 


Crestbridge

Crestbridge

Wi-Fi Sponsor

Crestbridge offers a comprehensive range of fund administration services to a wide variety of fund types.

These include regulated, unregulated, open and closed-end funds; and locally domiciled or non-domiciled funds that can be serviced from our offices in Jersey, Bahrain, London and Luxembourg.

We have many years' experience servicing real estate, private equity, mezzanine finance, listed and fund of funds investment structures as well as hybrid and bespoke arrangements.

Our areas of expertise include:

  • Fund establishment
  • Compliance services
  • Trustee and director services
  • Listing services
  • Fund accounting and financial reporting
  • Investor services
  • Corporate governance and company secretarial
  • Management company and AIFM services

 

Crestbridge

@CrestbridgeGrp

Crestbridge LinkedIn


J.P.Morgan Chase Bank

J.P.Morgan Chase Bank

Exhibitor

J.P. Morgan’s clients in the Channel Islands have access to the Investor Services franchise offering clients a full complement of custody and fund services solutions to help grow their business.

From global custody and fund administration, to trustee and depositary, transfer agency, cash management, corporate and management services, we provide complete servicing across the fund life cycle. Our Jersey and Guernsey offices support a diverse range of funds and work with clients to develop comprehensive solutions to the challenges arising from their most complex and innovative structures. 

Offering you the capabilities you need to succeed today and prepare for tomorrow. 

J.P. Morgan


Altair Partners Limited

Altair Partners Limited

Sponsor of the USB's

Altair Partners Limited is the first independent director services firm to be licensed by the JFSC.  Its clients include an impressive array of institutional and entrepreneurial clients, including private equity, venture capital, real estate, hedge and infrastructure funds, listed funds, investment banks and investment advisers.   

Our experience of overseeing publicly recognised deals evidences the wide-ranging capabilities for which clients seek our services.

Altair promotes best practice and has developed a professional infrastructure around its services, incorporating policies, procedures and control systems designed to meet applicable legal and regulatory requirements and the highest standards of corporate governance.


Altair Partners Limited

Altair LinkedIn

 


Venue

8 Northumberland Avenue, London

8 Northumberland Avenue, London, WC2N 5BY


 


Public Transport

Public Transport

London Underground:

  • Charing Cross (nearest station) - 1 min walk
  • Embankment - 2 min walk
  • Leicester Square - 8 min walk

 

Mainline Trains:

  • Charing Cross - 2 min walk

 

Bus:

  • Northumberland Avenue/Trafalgar Square stop:
  • N113
  • N550
  • Buses to/from all parts of London run every minute from Trafalgar Square.

 

Riverboat:

  • Embankment Pier - 4 min walk

 

Plan your journey


Taxis

Taxis

Smartphone user? We recommend downloading the app for Uber Taxis for convenient and great value taxis in London. This app is free and available to download for IPhone and Android.


Hotels

Hotels

We are delighted to offer a corporate rate for our attendees to stay at Club Quarters Trafalgar Square. If you need accommodation for the event, please contact Club Quarter Member Services on 0207 451 5800 or memberservices@clubquarters.com

Please quote 'Northumberland Events' when booking and confirm it is the Club Quarters Trafalgar Square location.

Room rates are based on single occupancy:

Clubsize - £165.00 + VAT

Standard - £175.00 + VAT

Superior - £195.00 + VAT

Suite - £225.00 + VAT

 

On site:

 

Nearby:


Restaurants

Restaurants

On site:

 

Nearby:

Audience

 

'Interesting and entertaining - a rare mix.'

Lorraine Johnston, Nabarro LLP

 

'Really impressed, very well organised and attended, interesting and will come again.'

Robert Dickson, Boost ETP

 

'Best one to date, Gillian Tett was an EXCELLENT moderator'

Andrea Goodman, Collas Crill

 

'Gillian Tett was brilliant!'

Philip Turner, Fladgate LLP

image002.png

Social Coverage

Get in touch

 

 

Location

8 Northumberland Avenue, London

8 Northumberland Avenue, London, WC2N 5BY