Wed, 23 June 2021
09:00 - 11:30
Wed, 23 June 2021
09:00 - 11:30
Join IOB and a panel of key note speakers as we address the current trends and topics in Wealth Management and get an overview of our new portfolio programmes.
Further details will be added when confirmed.
Registration for the conference will close once we reach capacity or at 2pm the day before the event.
2 CPD hours for:
QFA - relevant to Pensions and Savings & Investment categories only
APA (Pensions) and APA (Savings & Investment)
Grandfathered CPD member - relevant to Pensions and Savings & Investment categories only
Registered Stockbroker - relevant to Pensions and Savings & Investment categories only
Accredited Funds Professional
Kevin, a Chartered Financial Analyst, is an external specialist consultant in the banking and investment sectors with over 25 years of experience in financial markets. Working with banks, regulators and investors in Credit, Capital, Stress Testing and Strategy, Kevin has experience in over a dozen regulatory jurisdictions across Europe, US and Emerging markets.
He has worked through a range of mid-tier to top tier M&A transactions providing stress testing/due diligence consultancy, and transaction advisory. He was a member of Committee on Collective Investment Governance (CCIG) of Central Bank of Ireland (2014) which supported the development of CP86.
He is currently a member of the Advisory Committee of the Certified Investment Fund Director Institute. He developed and delivers the post graduate programs in Alternative Assets at IOB (UCD), in Wealth Management in the Masters in Finance at Trinity College Dublin, and on the Certified Bank Director program in Ireland and UK.
Kevin is also deputy chair of the Irish platform one of the largest CLO originators in Europe and is chief executive of GEM Strategic, a specialist consultancy firm.
Laura is a Co-Founder of SustainabilityWorks, a boutique sustainability consulting firm that offers a unique blend of skills and experience across sustainable finance and sustainability strategy, policy, innovation and communications. A Chartered Accountant and Tax Adviser with over 20 years professional experience in KPMG and Airtricity, mainly working with renewable energy groups and funds, she now focusses on the broader topic of sustainable finance and advises and speaks on a broad range of sustainable finance topics, with a particular specialism in responsible investment, impact investment, renewable energy finance and energy efficiency finance. She has authored a number of submissions to the Department of Finance that led to the inclusion of sustainable finance as a key pillar of Ireland’s international financial services strategy; co-authored a report Fiduciary Roadmap for 21st Century Roadmap for Ireland as a key tool to inform and engage Irish policymakers, regulators and the investment community on responsible investment; and lectures on Sustainable Finance in the UCD Michael Smurfit School of Business.
Jim Connolly is Head of Retirement Planning at AIB Private having previously held the position of Head of Pensions at Goodbody and Standard Life. He was appointed as a Pensioner Trustee by Revenue in 2004 and now lectures in Retirement Planning for the Institute and UCD. He specialises in exit strategies for high and ultra high net worth individuals – he just wishes he was one himself.
Mary joined IOB in April 2018 from the Central Bank of Ireland where she was Director of Securities and Markets Supervision. She was previously Ireland's representative at the World Bank and prior to that held the role of Alternate Executive Director representing Ireland with the International Monetary Fund. Mary previously held several director roles with the Central Bank of Ireland, including Director of Financial Operations, Consumer Director and Acting Chief Executive of the Financial Regulator.