here

Draft Agenda
The 1st Annual
ITAS Ireland 2015 – Irish Transfer Agency Summit
29 – 30 September 2015, Radisson Blu Royal Hotel Dublin
www.itas-ireland.com
Day One: Tuesday September 29th
08:45 Registration & Morning Coffee
09:20 Chairman’s Opening Remarks
09:30 Keynote Address
10:00 Global Distribution Trends In Focus
Detlef Glow, Head of EMEA Research
LIPPER
10:30 The Future Of Alternative Fund Administration And TA Services
Bill Gourlay, CEO
IDEA
William Gilson, Managing Director, Head of Operations
BABSON CAPITAL MANAGEMENT
David Brosnan, Executive Director and Head of Client Teams, Investment Fund Operations
CLEARSTREAM GLOBAL SECURITIES SERVICES, Cork
11:10 Morning Coffee
11:30 CEO Interview: Irish Funds Industry In The Spotlight
Pat Lardner
CEO
IRISH FUNDS INDUSTRY ASSOCIATION
Ghassan Hakim
CEO
RIVA FINANCIAL SYSTEMS
11:50 Money Markets Funds In Focus
Dominic Hobson, Founder
COO CONNECT
12:20 Client Assets Regime – What Does This Mean To Investors And Asset Managers?
Moderator:
For the latest agenda and to register please visit: www.itas-ireland.com or call: +44 (0) 20 7017 7200
or email: info@icbi.co.uk
Draft Agenda
Laura Wadding
Senior Manager - Enterprise Risk Services
DELOITTE IRELAND
Grainne McEvoy, Securities & Markets Supervision
CENTRAL BANK OF IRELAND
Stephanie Nolan, COO
LIFE SETTLEMENT FUNDS LIMITED
David Williams, Partner
LK SHIELDS
Alan Hawthorn, Global Head of Investor Services
ABERDEEN ASSET MANAGEMENT PLC
13:00 Lunch And Special Focus Discussion Tables
 Big Data
 Global TA
 ICAV Update
 UCITS
14:20 Fund Automation Initiatives
Olivier Lens, Head of Funds & Investment Management
SWIFT
Bernard Tancré, Head of Business Solutions - Investment Fund Services
CLEARSTREAM
Vanessa Grueneklee, Head of European Client Operations
AXA INVESTMENT MANAGERS
15:00 Talent Pool In Ireland: How Will TA Progress Further From A Processing Function To An
Integral Part Of A Fund Servicing Offering? And How Do You Design A TA Team Within The
Fund Management Structure Of The Future
Pierre-Yves Rahari, Senior VP – Head of Shareholder Services
PIMCO
Anne Keys, Managing Partner
THE PANEL
Jenny Young
Director
INVEST NI
Kieran Fox
Director – Business Development
IFIA
15:40 Afternoon Tea
For the latest agenda and to register please visit: www.itas-ireland.com or call: +44 (0) 20 7017 7200
or email: info@icbi.co.uk
Draft Agenda
16:00 Client Segmentation In The Spotlight: How To Bring The TA Service Offering To The Next
Level
Andrea Mornato, Director
INVESCO ASSET MANAGEMENT
Furio Pietribiasi, Managing Director
MEDIOLANUM ASSET MANAGEMENT LTD
16:40 Best Practices for Successful Transfer Agency Operations: A Strategy, Operations &
Technology Perspective
Anand Ramachandran
ORACLE
17:10 Guest Speech I: Cyber Security Best Practice
Jamie Woodruff
ETHICAL HACKER
17:50 Chairman’s Closing Remarks
17:55 Close Of Day One
18:00 Drinks Reception & Networking Function
Day Two: Wednesday September 30th
09:00 Morning Coffee
09:30 Chairman’s Opening Remarks
Keith Hale, Executive VP
MULTIFONDS
09:40 Fund Distribution Under AIFMD – How Has This Impacted Channels?
(speaker to be announced)
10:10 Fund Distribution Support - What Is Needed Now From Support Teams?
Moderator:
Dominic Hobson, Founder
COO CONNECT
Stephen Mohan, Head of UK & Ireland
ALLFUNDS BANK
Jon Willis, Chief Commercial Officer
CALASTONE
Laurence Mumford, Retail COO
M&G INVESTMENTS
For the latest agenda and to register please visit: www.itas-ireland.com or call: +44 (0) 20 7017 7200
or email: info@icbi.co.uk
Draft Agenda
10:50 Tracking Next Step In Fund Convergence And How Are Administrators Gearing Up For This?
And What Does The Next Generation Manager Need?
Carl Kruger, Director
GOTTEX FUND MANAGEMENT
William Jones, MD
MANAGEMENTPLUS GROUP
Tom Berrigan, Director, Investment Funds Services
DAVY
David Hammond
COO
ML CAPITAL ASSET MANAGEMENT LIMITED
11:30 Morning Coffee
11:50 Governance & Oversight – What Next?
Dr Margaret Cullen, Programme Director
INSTITUTE OF BANKING
12:30 Guest Speech II: The Future Of Finance - The Purpose, the Problem, And The Potential Of
Finance
Nitin Mehta, Managing Director, EMEA, CFA INSTITUTE
13:10 Lunch
14:20 Asia Markets Updates: Hong Kong/Shanghai Stock Connect And Asia Funds Passport What These Mean To The Irish Funds Market
Giles Swan
ICI GLOBAL
14:50 Depository Liability And Re-Engineering Depository Operating Models
(speaker to be announced)
15:20 FATCA In Focus
(speaker to be announced)
15:50 Chairman’s Closing Remarks
16:00 Close Of ITAS Ireland
For the latest agenda and to register please visit: www.itas-ireland.com or call: +44 (0) 20 7017 7200
or email: info@icbi.co.uk
ITAS Ireland 2015 – Priority Booking Form
DELEGATE 2 NAME.............................................................………………………………… …………….
Tel: +44 (0) 20 7017 7200 Fax +44 (0) 20 7017 7807
Email: info@icbi.co.uk Web: www.itas-ireland.com
Venue: Radisson Blu Royal Hotel Dublin, Ireland
Dates: Main Conference - 29th – 30th September 2015
JOBTITLE....……...………………...................................…….DEPT……………………………….………
DIRECT PHONE..………………………………MOBILE NUMBER…………………………………….
EMAIL………………………………………………………………………………………………………..
By giving my email address I am giving Informa companies permission to contact me by email about future events and services.
DELEGATE 1 NAME.............................................................………………………………… …………….
JOBTITLE....……...………………...................................…….DEPT……………………………….………
DELEGATE 3 NAME (£200 off) ………………....................…………………………………….
JOBTITLE....……...………………...................................…….DEPT……………………………….………
DIRECT PHONE..………………………………MOBILE NUMBER…………………………………….
DIRECT PHONE..………………………………MOBILE NUMBER…………………………………….
EMAIL……………………………………………………………………………………………………….
By giving my email address I am giving Informa companies permission to contact me by email about future events and services.
I REPORT TO........................................................................………………………………………………….
HIS/HER JOB TITLE................................................................……………………………………………….
BOOKING CONTACT………………………………………………………………………………………..
HIS/HER JOB TITLE................................................................…………………………………
Please Select Your Package
DATES
Bookings received by
19th June 2015
£1499 (+23% VAT)
= £1843.77
EMAIL………………………………………………………………………………………………………..
By giving my email address I am giving Informa companies permission to contact me by email about future events and services.
COMPANY..…………………..................................................……………………………………………….
ADDRESS......................................................................................................................................……………
…………………………………………………………………………………………………………………
COMPANY TEL…............................................……..………………………………………………………..
SAVE
Bookings received by
28th August 2015
£1599 (+23% VAT)
= £1966.77
SAVE
Bookings received after
SAVE
28th August 2015
£1699 (+23% VAT)
= £2089.77
29 - 30 Sept 2015
£200
£100
 2 Day Package:
Conference
MULTI-BOOKING DISCOUNT: If you register more than 2 delegates, the 3rd and each subsequently registered delegate will receive £200 off the fee.
DISCOUNTS: All discounts are subject to approval and can only be claimed at the time of registration. Multi-booking discounts cannot be combined with other discounts that may be available (apart from early booking
discounts which are available to everyone).
The VAT rate is subject to change and may differ from the advertised rate. The amount you are charged will be determined when your invoice is raised. Please note the conference fee does not include travel or hotel costs.
We are happy to accept a replacement delegate for the whole event, however delegate passes cannot be split or shared between delegates under any circumstances.
3 MEANS OF PAYMENT  Please send me an INVOICE or  BY BANK TRANSFER - Bank Transfer: Full details of bank transfer options will be given with your invoice on registration
 To make payment by CREDIT CARD: to ensure we provide the highest level of security for your credit card details we are unable to accept such payments via email or fax which ensures that these details are
never stored on our network. To make payment by credit card on-line, please enter your credit card details in our secure payments website that you will use when making your booking via the event website (the event web
address is near the top of the booking form). Alternatively call our customer service team on +44 (0) 20 7017 7200.
TERMS AND CONDITIONS: Attendance at this conference is subject to the ICBI Delegate Terms and Conditions at http://www.informaglobalevents.com/division/icbi/termsandconditions .Your attention is drawn in particular to clauses 6, 8 and 14 of the ICBI Delegate Terms and
Conditions which have been set out. Cancellation Policy: If you cancel in accordance with this policy, you will receive a refund of your fees paid to ICBI (if any): (i) if you cancel your registration 28 days or more before the Conference, subject to an administration charge
equivalent to 10% of the total amount of your fees plus VAT; or (ii) if you cancel your registration less than 28 days, but more than 14 days before the Conference, subject to an administration charge equivalent to 50% of the total amount of your fees plus VAT. ICBI regrets that the
full amount of your fee remains payable in the event that your cancellation is 14 days or less before the Conference or if you fail to attend the Conference. All cancellations must be sent by email to info@icbi.co.uk marked for the attention of Customer Services and must be received
by ICBI. You acknowledge that the refund of your fees in accordance with this policy is your sole remedy in respect of any cancellation of your registration by you and all other liability is expressly excluded. Changes to the conference: ICBI may (at its sole discretion) change the
format, speakers, participants, content, venue location and programme or any other aspect of the Conference at any time and for any reason, whether or not due to a Force Majeure Event, in each case without liability. Data protection: The personal information which you provide to
us will be held by us on a database. You agree that ICBI may share this information with other companies in the Informa group. Occasionally your details may be made available to selected third parties who wish to communicate with you offers related to your business activities. If
you do not wish to receive these offers please contact the database manager. For more information about how ICBI use the information you provide please see our privacy policy at: http://www.informaglobalevents.com/division/icbi/termsandconditions. If you do not wish your details
to be available to companies in the Informa Group, or selected third parties, please contact the Database Manager, Informa UK Ltd, 149 Tottenham Court Road, London, W1T 7AD, UK. Tel: +44 (0)20 7017 7077, fax: +44 (0)20 7017 7828 or email integrity@iirltd.co.uk . Incorrect
Mailing: If you are receiving multiple mailings or you would like us to change any details, or remove your name from our database, please contact the Database Manager at the above address quoting the reference number printed on the mailing label. By completing and submitting
this registration form, you confirm that you have read and understood the ICBI Delegate Terms and Conditions and you agree to be bound by them.
Quote VIP code: FKP2396EMSNS and SAVE 25% from the prices listed above