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Organization

IBC & IIR Conferences (Informa Plc)

Type of Event

Conference

Location of Event

London, UK

Contact Information

Michele Costa
michele.costa@informa.com
+44 (0) 207 017 4993

Fee

2 Day Package Registration received by 19th April - €1,598.00 + (VAT @ 23.00%) = €1,965.54 Save €800.00 Conference Package Conference only Registration received by 19th April - €999.01 + (VAT @ 23.00%) = €1,228.78 Save €200.00 Workshop Package Workshop only Registration received by 19th April - €999.00 + (VAT @ 23.00%) = €1,228.77 Save €200.00

Organization Website

IBC & IIR Conferences (Informa Plc)

Fund Tax Ireland Conference

London, England
June 26th, 2013
8:00 AM , England, GBR

Event Speaker

Pat Convery
Tax Director & Chair, IFIA Tax Committee, PRICEWATERHOUSECOOPERS
Kate Levey
Fiscal Policy Division
DEPARTMENT OF FINANCE
Kate Levey is an Assistant Principal in the Fiscal Policy Division of the Department of Finance with responsibility for Corporation Tax policy including international financial services. Kate has a primary degree in Economics and Politics from Trinity College and a Certificate in European Political Studies from the Institut d'Etudes Politiques in Strasbourg. Kate is also qualified as a Chartered Tax Advisor and is an Associate of the Irish Tax Institute.

Jim Byrne
Corporate Business and International Division
IRISH REVENUE COMMISSIONERS
Jim Byrne heads Revenue’s Financial Service policy Branch. He was Ireland’s chief negotiator on FATCA.

Donal O'Sullivan
Partner, UCITS Tax Lead
Ernst & Young

Amanda Stone
Senior Manager, US Tax
ERNST & YOUNG
Amanda Stone is the FATCA lead for Ernst and Young Ireland. She is a US Tax professional with significant experience working having worked both in the US and Europe. She came to Ireland to head up our FATCA offering in conjunction with our US Tax practices in London and the US.

Deirdre Power
Partner
DELOITTE
Deirdre is a tax partner who has more than fifteen years experience in advising financial services clients in the areas of investment management and funds, leasing, banking, securitisation and structured finance.Deirdre was a member of the Irish Funds Industry Association (IFIA) Council and ex Chair of the IFIA. She currently sits on the IFIA Tax Committee and leads Deloitte Ireland’s FATCA team. She is Head of Deloitte Ireland’s Financial Services Tax Practice as well as leading the Investment Management Advisory (IMA) Group. Deirdre was appointed to the Taoiseach’s (Prime Minister) IFSC Asset Management Pension Fund Group

Richard McDaid
VAT Director
DELOITTE

Mariano Giralt
Head of EMEA Tax Services
BANK OF NEW YORK MELLON ASSET SERVICING
Mariano is a Managing Director, the Head of EMEA Tax Services for BNY Mellon's Asset Servicing and a permanent member of BNY Mellon EMEA Asset Servicing Executive Committee. Mariano is a member of the Tax Committees of the British Bankers Association International Custody Tax Liaison Group (BBA – ICTLG), the Association of Global Custodians (AGC), the International Swaps and Derivatives Association (ISDA), the European Fund Asset Management Association (EFAMA) and the Alternative Investment Management Association (AIMA). Mariano is also part of the Treaty Relief and Compliance Enhancement (TRACE) Group in the OECD.

Gerry Thornton
Tax Partner
MATHESON
Gerry is a partner in the tax practice of Matheson. Gerry advises financial institutions and international corporations doing business in and through Ireland on all aspects of corporate tax. His main focus is the financial services sector, including banking, debt capital markets, leasing, securitisation, structured finance, derivatives, insurance and investment funds as well as mergers and acquisitions and corporate re-organisations. Gerry is a qualified solicitor and a qualified tax consultant and is a member of the Law Society of Ireland and the Irish Taxation Institute. Gerry is a member of the Irish Funds Industry Association's tax committee and is chair of the tax treaty sub-committee.

Adrian Whelan
Trustee Relationship Manager
BROWN BROTHERS HARRIMAN TRUSTEE SERVICES (IRLEAND)
Adrian is Trustee Relationship Manager for BBH Trustee Services (Ireland) Limited. Responsibilities include assisting clients with all regulatory, distribution and business issues for their Irish funds. Adrian previously worked for over a decade in some of the largest Trustee companies in Ireland as well as being Managing Director of a regulatory consulting firm. He is a member of the IFIA Trustee Committee as well as engaged with various Irish and European working groups regarding UCITS V and AIFMD.

Conor Begley
Head of tax Services Ireland
BNY MELLON ASSET SERVICING
Conor Begley is the Head of Tax Services in The Bank of New York Mellon Asset Servicing in Ireland. Conor has a Bachelor of Arts in Accounting, is a Fellow of the Chartered Accountants, an AITI Chartered Tax Advisor with over 12 years' experience in Financial Services and International Taxation. Conor is a member of the Tax Committees of the Irish Funds Industry Association (IFIA), the Irish Bankers Federation (IBF), the American Chamber of Commerce Ireland (Amcham) , European Funds and Asset Management Association(EFAMA) and Alternative Investment Managers Association (AIMA). Conor has spoken extensively at conferences and seminars and has had thought leadership articles in National and International Press on International Taxation.

Eleanor MacDonagh
Consultant
MCCANN FITZGERALD
Eleanor specialises in taxation law and practice and, since joining McCann FitzGerald in 2001, has led the expansion of the firm’s tax advisory services to both domestic and international banking and financial services clients. She has developed particular expertise in relation to international tax structuring through Ireland, the taxation of capital markets products including derivatives, securitisation and structured finance and establishing investment funds and other tax-based investment products in Ireland.

Fintan Clancy
Tax Partner
ARTHUR COX
Fintan specialises in tax. He advises companies on tax planning, including the tax aspects of acquisitions, disposals, reorganisations, migrations, securitisations and financings. He also advises multinationals, investment funds, banks and insurance companies in relation to insurance, financial and structured products. Fintan has advised on fund matters in the UK, Hong Kong and more recently in Ireland. He is a member of the Taxes Committee of the Irish Funds Industry Association and chairs the Taxes Committee of the Irish Debt Securities Association.

John Harpur
Group Head of Funds Tax
ABERDEEN ASSET MANGEMENT
John joined Aberdeen in January 13 in a new role as Group Head of Funds Tax. Prior to this John worked for 12 years managing fund & corporate tax compliance & planning across Europe, Asia & Australia for Franklin Templeton. John is a past member of the IMAs tax committee & is a graduate of Queens University, Belfast & is a member of Chartered Institute of Taxation & a Chartered Accountant.

Roger Exwood
Director of Tax
BLACKROCK
Roger Exwood is the head of the BlackRock Product Tax team in EMEA, having earlier joined iShares Europe as Director of Tax at the beginning of 2009. He was previously Head of Operational Tax for UBS Global Asset Management, a position he took up after 11 years with the Deutsche Bank group in fund management tax roles. Roger is a past Chairman of the Investment Management Association tax committee.
The BlackRock EMEA Product Tax team is now eight strong and oversees the tax issues of approximately $1tn of assets, including a diverse range of alternatives strategies and traditional funds as well as iShares.

Ken Martin
Head of International Oversight
LEGG MASON
Based in New York, Ken heads the International Oversight and Fund Data Management Department with responsibility for the oversight of the third party administrators who provide Fund Accounting, Transfer Agency and Custody services to Legg Mason’s mutual fund offerings domiciled outside the United States. Ken has over 23 years experience in fund administration with Legg Mason, Citigroup Asset Management (prior to its acquisition by Legg Mason) and Henderson where he has held management positions in Fund Accounting, Transfer Agency, Fund Services and Risk Management & Control.

Owen Carroll
Head of Offshore Transfer Agency
BNY MELLON

Seamus Hand
Partner, Financial Services Tax
KPMG











Event Description

Tackling the key tax issues impacting the Irish Funds industry

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