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

Event Details


Date and Time

Thu, 30 March 2023

08:00 - 10:00


The Adam & Deirdre Suite
The Shelbourne
27 St. Stephen’s Green
Dublin D02 K224

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If you are interested in registering for the event, please complete the form below

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Data Protection Notice

About this data protection notice

This is a statement of the practices of The Institute of Bankers in Ireland, 1 North Wall Quay, North Dock, Dublin 1 (trading as IOB) (‘the Institute’, ‘we’, ‘us’, ‘our’) in connection with the capture of personal data on this webform and the steps taken by the Institute to respect your privacy.

The Institute is a Data Controller and is committed to protecting your rights and any personal information which you provide to the Institute will be treated with the highest standards of security and confidentiality, in accordance with Irish and European Data Protection legislation.

The privacy notice explains the following:
  • What information do we collect about you?
  • The purpose for collecting your personal data
  • The legal bases for collecting your personal data
  • Are you required to provide the information?
  • How we store and secure personal data?
  • Details of third parties with whom we share personal data
  • What are your rights?
What information do we collect about you?

The data we collect from you will be used by the Institute only in accordance with the purposes outlined in this privacy notice. We will collect your data via webform on

The data collected in this webform will be shared with the following areas of the Institute:

  • Programme Management Department
  • Marketing Department
  • Lifelong Learning Department
The purpose for collecting your data

The data we collect about you will be used for:

  • providing information on the programme(s) for which you have completed an expression of interest webform;
  • notifying you of promotional events related to this designation(s) or programme(s) e.g. Programme Taster Lectures, IOB Open Evening; and
  • advising you of upcoming application and registration closing dates for this designation(s) or programme(s)
The legal basis for collecting your data

For the purposes outlined in this privacy notice your personal data will be processed on the basis of Explicit Consent.

By submitting this webform, you confirm that you are providing your informed consent to the processing of your data as outlined here.

Are you required to provide the information?

We require you to complete the mandatory fields identified in this webform for the purposes outlined above. If you do not provide us with the information required in these fields, we may be unable to process this Expression of Interest form.

How we store and secure your data

Any data we collect from you will be stored confidentially and securely. The Institute is committed to ensuring all accesses to, uses of, and processing of Institute data is performed in a secure manner.

In keeping with the data protection principles, we will only store your data for as long as is necessary to provide our services to you and for such a period of time after this as is necessary to comply with our obligations under applicable law and, if relevant, to deal with any claim or dispute that may arise in connection with our relationship with you.

For the purposes described here we will store your data for one calendar year from the date you submit the webform. Before the end of this calendar year, we may contact you to ask if you wish to re-confirm your consent to the storing and processing of your data for the purposes outlined above.

When we store your personal data on our systems the data will be stored on the Institute’s secure I.T. platforms within the EEA which are also subject to European data protection requirements.

Details of third parties with whom we share personal data

The Institute will share your data with third parties where necessary for purposes of the processing outlined here.

We will share your information with our service providers (e.g. printers, I.T. support, auditors, legal advisors, and other professional advisors).

We may also disclose your information where required by law to do so.

Your information will not be shared with any other third parties.

When we share your data with the third parties outlined here the Institute will ensure that the data is only processed according to our specific instructions and that the same standards of confidentiality and security are maintained. Once the processing of the data is complete any third parties with whom data was shared will be required to return the data to the Institute save where they are required to retain it by law.

What are your rights?

You have the following rights, in certain circumstances and subject to applicable exemptions:

  • You are entitled to ask for a copy of the personal data, which IOB holds about you.
  • The right to have any inaccuracies in your personal data amended.
  • The right to object to the processing of your personal data.
  • The right to have the personal data that we hold about you erased.
  • The right to restrict the processing of your personal data.
  • The right to receive your personal data, which you provided to us, in a structured, commonly used and machine-readable format or to require us to transmit that data to another controller.
  • You have the right to withdraw your consent at any time.

If you have any queries relating to the processing of your personal data for the purposes outlined above or you wish to make a request in relation to your rights, you can contact the Institute’s Data Protection Officer using the contact details below.

If you are unhappy with the way in which your personal data has been processed, you may in the first instance contact the Institute’s Data Protection Officer using the contact details below.

IOB has a Data Protection Officer who can be contacted through [email protected] or by writing to:

The Data Protection Officer, IOB, IFSC, 1 North Wall Quay, Dublin 1.

If you remain dissatisfied then you have the right to apply directly to the Data Protection Commission for a decision. The Data Protection Commission can be contacted at:

Data Protection Commission
Canal House
Station Road
R32 AP23 Co. Laois

The Institute of Bankers in Ireland (a company limited by guarantee) trading as IOB

Registered Number: 197171
Registered Charitable Organisation
Charity Registration Number: 20026950
CHY Number: 10530

P: +353 (0)1 6116500
F: +353 (0)1 6116565
E: [email protected]

Privacy Statement
Terms and conditions

There are no non-member places available on this event. Would you like to become an IOB member?

There are no places available on this event. Please contact us for more information.

Are you an IOB member?

Event is at full capacity.
Event Details


Date and Time

Thu, 30 March 2023

08:00 - 10:00


The Adam & Deirdre Suite
The Shelbourne
27 St. Stephen’s Green
Dublin D02 K224

Event details

Join IOB and IQ-EQ at this breakfast event on the 30 March. The event will be opened on the day by Tom Berrigan of IQ-EQ and will run over two sessions.

The first session is a panel discussion which will be chaired by Annette Stack of IQ-EQ with Morgan Dunne of McCann Fitzgerald and Andrea McEvoy of IQ-EQ. They will be focusing on the key issues that a Director needs to know to ensure effective monitoring at board level post-SFDR Level 2 implementation.

The second session is a fireside chat with Lisa Martensson Chair of IFDA and Dr Blanaid Clarke who holds the McCann FitzGerald Chair in Corporate Law at Trinity College Dublin. They will be discussing how INEDs can mitigate risks in the increasingly complex legal and regulatory landscape.

The Adam & Deirdre Suite The Shelbourne 27 St. Stephen’s Green Dublin D02 K224

Your information and third parties

Your name will be shared with our trusted third party, IQ-EQ, in order to manage the registration list for this event.

We expect our third parties to have the same levels of information protection that we have.

There is 1.5 CPD hour available for the following designations:

  • AFP

  • CBD

  • CIFD

  • CB

  • PB

  • LCI

  • FCI Compliance

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.

Tom Berrigan

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.

Andrea McEvoy

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.

Morgan Dunne

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.

Annette Stack

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.

Lisa Martensson

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.

Dr Blanaid Clarke