The Impact of UCITS IV:
Some of the topics covered will be:
* UCITS IV Evolution
* Anticipated Benefits
* Anticipated Challenges
* Complexities: transparency, faster liquidity, timeliness of information, risk management
* Operational Keys to Success
Firms face intense pressures to minimise their costs and maximise the returns they can offer to clients. More than ever they require robust and sophisticated technology capabilities that can take the work burden off staff where possible, and provide employees with the requisite tools in those areas where people are most effective: guiding investment decisions and serving clients.
Mike Kirby, Principal, KB Associates
Mike has been to the forefront in the development of the mutual funds industry in Dublin’s International Financial Services Centre since 1989. He was a founder member of the Irish Funds Industry Association.
Prior to establishing KB Associates, Mike held senior positions at Bank of New York (previously RBS Trust Bank) where he was responsible for the establishment and ongoing management of its Dublin operations. He also served as a Director of Royal Bank of Scotland’s global custody operations in Jersey, Guernsey and the Isle of Man. Previously he was responsible for the establishment of Daiwa Securities operations in Dublin and the development of its fund accounting capability.
Thomas Zdon, Managing Director, Solutions, Advent Software
Thomas has been in the alternative investment space both in the US and in Europe since 1989. For the past 13 years, he has led divisions within Advent Software focused on the wealth management, hedge fund, and asset management sectors. He currently manages the global solution consulting and business development divisions at Advent focused on the alternative investment industry. His teams work with over 120 hedge funds and 40 fund administrators where a key focus is in the development of technology solutions geared towards facilitating the UCITS fund space.
Chris Cattermole, Geneva Sales Manager Advent EMEA
Chris is the European Sales Manager of Advent's Global Accounts business. In this role he has responsibility for European strategy, product marketing and sales of Advent's Geneva solution to the alternative investment management market. Prior to joining Advent in 2005, Chris held positions in the financial services industry at Fidelity Brokerage Services, SS&C and Linedata Services. After his European Baccalaureate in Luxembourg, Chris earned his BA hons in European Business Studies at the Hertford Business School, University of Hertfordshire.
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