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Guernsey | 06. 12. 2018

2018 Guernsey Funds Conference

The definitive Funds event of the year.

Delegates will hear insights and predictions from over ten industry experts from both the Channel Islands and Europe. During breaks, delegates will have the opportunity to exchange ideas with our speakers and their fellow practitioners in areas such as Funds, Real Estate Funds, Alternative Investment Funds, FinTech, Regulation, Audit and Assurance.

2018-12-06 09:00:00 2018-12-06 17:00:00 Europe/London 2018 Guernsey Funds Conference Duke of Richmond Hotel JIBS Events bookings@jerseyibs.com
Schedulealt

The definitive Funds event of the year

Delegates will hear insights and predictions from over ten industry experts from both the Channel Islands and Europe. During breaks, delegates will have the opportunity to exchange ideas with our speakers and their fellow practitioners in areas such as Funds, Real Estate Funds, Alternative Investment Funds, FinTech, Regulation, Audit and Assurance.

Pricing & discounts

Price: £325

We offer the following discounts for this event:

  • 20% for GIFA members
  • 10% for STEP, IoD, CISI and CFA members
2018-12-06 09:00:00 2018-12-06 17:00:00 Europe/London 2018 Guernsey Funds Conference Duke of Richmond Hotel JIBS Events bookings@jerseyibs.com
Speakersalt

Event Schedule

Registration & Refreshments

08:30 – 09:00

Opening address

Richard Urban, Founder of Rivington Pike

09:00 - 09:15

2018 Guernsey Funds Update

Paul Smith, Chairman of the Executive Committee of GIFA

09:15 - 09:45
Plus

Developments in funds structuring in the Guernsey market

Annette Alexander, Partner at Carey Olsen

09:45 - 10:15
  • Private investment funds, green funds
  • Recent trends and regulatory developments
  • EU Substance requirements/ Brexit

Panel discussion: How the guernsey funds industry can win global business

Speakers to be confirmed

10:15 - 10:45

Refreshment break

10:45 - 11:15

Why Channel Islands Commercial property? – The fund's perspective

Shelagh Mason, English Solicitor and Consultant for Collas Crill

11:15 - 11:45

Crypto funds – the new kid on the block

Speaker to be confirmed

11:45 - 12:15

Panel discussion: Guernsey’s approach to the governance of funds

Speakers to be confirmed

12:15 - 12:45

Lunch break

12:45- 13:45

Pioneers of the fund management industry – what are they doing now for the future

Speaker to be confirmed

13:45 - 14:15

How can Fintech facilitate fund distribution?

Speaker to be confirmed

14:15 - 14:45

Panel discussion: The role of FinTech in funds

Speakers to be confirmed

14:45 - 15:15

Refreshment break

15:15 - 15:45

Guernsey as a listing jurisdiction for funds of The International Stock Exchange

Fiona Le Poidevin, Chief Executive Officer

15:45 - 16:15
Plus

Key case law developments in the funds industry and how they affect you

Stephen Alexander, Partner at Mourant

16:15 - 16:45
  • Primeo v HSBC (Cayman)
  • Carlyle Capital Corporation Limited v Conway & Others (Guernsey)
  • Fairfield Sentry Limited v Migani (BVI)
  • Belgravia Asset Management (Jersey)
  • Saad (Cayman)

Closing address & summary of key takeaways

Richard Urban, Founder of Rivington Pike

16:45 - 17:00
2018-12-06 09:00:00 2018-12-06 17:00:00 Europe/London 2018 Guernsey Funds Conference Duke of Richmond Hotel JIBS Events bookings@jerseyibs.com
Sponsorsalt

Event Speakers

Richard Urban 400 X 400

Richard Urban BSc (Hons) MRICS MIoD (Chairman)

Independent Non-Executive Director, Founder of Rivington Pike

Richard is a Jersey based independent non-executive director who sits on the offshore boards of funds, joint ventures and family offices. Richard has substantial real estate, structured finance, infrastructure, private equity and hedge fund investment and governance experience. He is also an industry award judge, regular conference speaker and has contributed extensively to investment management and pension industry press articles.

Prior to founding Rivington Pike in 2014, Richard was an Investment Manager at Cardano, a City of London-based pension fund manager with over £50 billion of assets under management. Whilst at Cardano, Richard was responsible for designing and implementing the global real estate and real estate asset investment strategy, encompassing a broad range of credit and equity investments held in closed ended vehicles and hedge funds.

He has held a number of advisory board appointments for funds which totalled over £2 billion of AUM.

Prior to Cardano, Richard was employed by CBRE Real Estate Finance and the structured finance department of Moody's Investors Service, where he underwrote over £30 billion of UK and Pan-European loans and real estate.

Richard is regulated by the Jersey Financial Services Commission and the Cayman Islands Monetary Authority. Richard is a Member of the Institute of Directors and the Royal Institution of Chartered Surveyors (RICS). He is also a RICS professional examinations assessor and a Trustee of Jersey Heritage.

Richard holds a BSc (Hons) degree in Investment and Finance in Property from the University of Reading.

400 X 400 Shelagh Mason

Shelagh Mason

English Solicitor and Consultant at Collas Crill

Shelagh has over 35 years’ experience in the legal and property industries. She advises on all aspects of UK property and property development, property portfolio and management and corporate and trustee property services. She also advises on commercial property matters and leasehold matters in Guernsey. Prior to moving to Guernsey in 1999, Shelagh was a senior partner at Edge Ellison. Shelagh established Mason & Co in 2001, which merged with Spicer & Partners Guernsey LLP in 2010. She joined Collas Crill as a Consultant in December 2014.

Shelagh is a non-executive director of a number of companies including being Chairman of the Channel Islands Property Fund Limited, on the board of The Renewables Infrastructure Group Limited, a FTSE 250 company. Until recently she was on the Board of MedicX Fund Limited, a main market listed company investing in primary healthcare facilities; Leadenhall Property Company Jersey Limited, which developed the Cheesegrater; and for the 10 years ending in December 2014 she sat on the Board of Standard Life Investment Property Income Trust, a property fund listed on the London Stock Exchange. Shelagh is also a past chairman of the Guernsey branch of the Institute of Directors and a member of the Chamber of Commerce and the Guernsey International Legal Association. 

Shelagh has also obtained the Institute of Directors Certificate and Diploma in Company Direction with distinction.

400 X 400 Stephen Alexander

Stephen Alexander

Partner at Mourant

Stephen has broad experience in a wide range of commercial disputes, trust issues, contentious investment fund and banking matters, and insolvencies and restructurings. He has worked on some of the largest cases before the Jersey courts in recent years.  He has regularly appeared as an advocate before the English, Cayman Islands and Jersey courts.

Stephen is a member of the Law Societies of England and Wales, the Cayman Islands and Jersey, the IBA, INSOL, the Restructuring and Insolvency Association in the Cayman Islands and the Association of Restructuring and Insolvency Experts (ARIES) in Jersey. Stephen sits on the Legal and Regulatory Committee of ARIES and is Acting Committee Member of the Law Society of Jersey. Stephen is listed on the Citywealth Leaders List, 2018 and on Legal Week's Private Client Global Elite 2018: Ones to Watch list.

400 X 400 Annette Alexander

Annette Alexander

Partner at Carey Olsen

Annette advises on a broad range of corporate matters with a particular emphasis on the establishment, regulation and operation of investment funds, regulatory compliance, capital markets and banking and finance.

Her practice covers the formation of all types of alternative investment funds, including private equity funds, listed funds, hedge funds and property funds. She advises many of the largest fund promoters and financial institutions both locally and internationally.

Prior to joining Carey Olsen in 2001, Annette worked for Clayton Utz in Australia. She became a partner at Carey Olsen in 2016.

400 X 400 Fiona Le Poidevin

Fiona Le Poidevin

Chief Executive Officer of The International Stock Exchange

Fiona Le Poidevin is Chief Executive Officer and a Director of the Company, positions which she has held since January 2015. Her role includes strategy formulation, overseeing the day to day operation of the Company, providing leadership and strategic direction to the team and focusing on opportunities to grow the business, both from existing streams and through the introduction of new products and service offerings.

Fiona is a Chartered Accountant (FCA) and holds the Institute of Directors (IoD) Diploma in Company Direction. She is also a member of the IoD Guernsey Committee, the IoD Guernsey Tax and Regulatory Committee and the AIC Channel Islands Committee.

Prior to joining the Company, Fiona was Chief Executive of Guernsey Finance. Previously a senior tax manager with a Big 4 accountancy firm, she has more than 19 years’ experience working in financial services in both London and the Channel Islands.

2018-12-06 09:00:002018-12-06 17:00:00Europe/London2018 Guernsey Funds ConferenceDuke of Richmond HotelJIBS Eventsbookings@jerseyibs.com

Duke of Richmond Hotel

Cambridge Park, St Peter Port, Guernsey, GY1 1UY

2018-12-06 09:00:00 2018-12-06 17:00:00 Europe/London 2018 Guernsey Funds Conference Duke of Richmond Hotel JIBS Events bookings@jerseyibs.com