Navigating a complex regulatory environment-the Fund Director’s perspective

Tom Berrigan

IQ-EQ Managing Director, Ireland

Tom is Managing Director, Ireland having previously served as CEO of Davy Global Fund Management. He has over 30 years’ experience in the financial services sector with extensive knowledge of the investment funds sector. Tom is a Certified Investment Fund Director and a member of the Institute of Bankers. His current activities include consulting on the regulatory, structuring and management aspects of European regulated and unregulated investment funds.

Andrea McEvoy

IQ-EQ Associate Director, ESG Research

Andrea is responsible for leading our ESG company research, discovering areas for company engagement and enhancing ESG integration within the team’s investment process. She joined the firm in 2022 and has over 10 years’ experience in sustainability and asset management. Andrea was previously Sustainability and Climate Change Senior Manager at EY where she supported corporates and Private Equity investors as they navigated a wide range of ESG challenges, particularly increasing regulation. Prior to that, she was Head of Responsible Investing and Asset Manager Research Analyst at Stamford Associates, a London-based Investment consultancy. Andrea is a Chartered Financial Analyst with a MSc in Finance from the UCD Michael Smurfit Business School and an ESG Investing Certificate from the CFA institute.

Morgan Dunne

Morgan joined McCann FitzGerald LLP in 2010 and is a Partner within the Investment Management Group.

Morgan specialises in the area of investment funds and his practice primarily focuses on, inter alia, the structuring and establishment of both (a) investment funds, with a particular focus on AIFs, including PE, property, infrastructure, real asset and private credit funds (whether structured as ICAVs, ILPs or 1907 Act limited partnerships), and (b) fund management companies, having successfully advised on, and project managed, the establishment and authorisation process in respect of multiple fund management companies in Ireland. Morgan also provides on-going legal and regulatory advice to a wide variety of clients operating within the investment funds industry and has a particular expertise in advising clients in relation to SFDR and the Taxonomy Regulation.

Morgan participates on the Irish Funds’ Legal and Regulatory Working Group and the ESG Policy, Legal and Regulatory Working Group.

Annette Stack

IQ-EQ Director

Annette has more than 25 years’ experience in the funds’ industry, operating across multiple business functions and has extensive experience engaging with senior management at global client organisations. She joined IQ-EQ Fund Management (Ireland) Limited (formerly Davy Global Fund Management) in 2015 to establish the UCITS service offering for investment manager clients. Prior to joining IQ-EQ, she was Director of Sales & Relationship Management at RBC Investor & Treasury Services with responsibility for positioning the Irish business for growth in the market and driving revenue generation. Between 2003 and 2009 Annette was General Manager of RBC Dexia Ireland operations. She also held management positions at JP Morgan Chase (formerly Chase Manhattan Bank). Annette holds a Bachelor of Commerce Degree from University College Cork.

Lisa Martensson

IFTA Chair

Lisa Martensson is a Swedish national with residency in Ireland.

Lisa is an independent non-executive director and chair to Investment Funds and Investment Management Companies, with over 30 years’ experience in banking, asset management and the financial services industry.

Lisa left HSBC Securities Services (Ireland) DAC in 2019, where she was chair of the board and Global Head of Client Experience. Prior to that, Lisa has held various senior executive positions within HSBC including Head of Business Development for Asset Managers in Europe and the US, and Head of Relationship Management in Ireland.

She studied Economics at Stockholm University in Sweden and holds a Certificate and Diploma (with distinction) in Company Direction from the Institute of Directors (IOD). She is elected chair of the Irish Fund Directors Association (IFDA).

From 1998 to 2001 Lisa worked for Bank of New York in Brussels, Belgium and prior to that she worked ten years for SEB Asset Management in Sweden and Luxemburg.

Dr Blanaid Clarke

Professor Blanaid Clarke teaches the Governance module on the CIFD programme. Blanaid holds the McCann FitzGerald Chair in Corporate Law at Trinity College Dublin. Her research interests include corporate governance, financial services law and takeover regulation. She is Deputy Chairman of the Irish Banking Culture Board and the Irish representative on the OECD’s Corporate Governance Committee. She is also a member of ESMAs Takeover Bids Network and a Vice President of the Academic Board of the European Banking Institute.

Previously, she was a member of the Irish Central Bank Commission, the European Commission’s Informal Expert Group on Company Law and its Reflection Group on the Future of EU Company Law.