Organisational Effectiveness for Fund Management Companies

Event Details

Free


Date and Time

Tue, 26 January 2021

15:00 - 16:00


Location

Online via Zoom

Event Details

Free


Date and Time

Tue, 26 January 2021

15:00 - 16:00


Location

Online via Zoom

Event details
+

This event was held on 26 January 2021. Over 220 participants joining us to hear some practical insights into how Directors for Organisational Effectiveness can approach the role. The panellists, Mark Fitzgerald and Eoin Motherway, have since provided some additional thoughts and set out a Bakers Dozen of tips for the OED which you can access here.

Watch a recording of the webinar here:


Organisational Effectiveness for Fund Management Companies – Everything you need to know but were afraid to ask…

FUNDS by IOB in association with Certified Investment Fund Director Institute are delighted to host a live event on this very important regulatory topic on Tuesday, 26th January at 3pm. 

The director for organisational effectiveness (OED) has a very important role to perform under the Central Bank’s regulatory regime for fund management companies and self-managed funds (CP 86).  The OED role was one of the aspects identified in the Central Banks thematic review of fund management companies’governance, management and effectiveness. 

During this event we will consider the various Central Bank expectations and the findings from the thematic review.

We are delighted to be joined by Mark Fitzgerald, an independent director, and Eoin Motherway from The Asset Management Exchange, who will discuss the different practical aspects of the role and share their considerable expertise on the organisation of fund management entities.

This event will be particularly relevant to directors and senior management of Fund Management Companies (i.e. UCITS ManCos or AIFMs), directors of self-managed funds and other industry professionals within fund service providers and advisory firms who engage with the OED.

There are 0.5 CPD hours available for the following designations.

  • 0.5 AFP

  • 0.5 LCOI

  • 0.5 FCOI

  • 0.5 PB

  • 0.5 CB

  • 0.5 CIFD

Please note that if you want to be awarded CPD hours, you must register to the event as an IOB member.

Eoin Motherway

Ireland Country Head and Executive Director, The Asset Management Exchange.

Eoin’s team has functional and regulatory responsibility for Delegate Oversight and the onboarding of Investment Managers and investors to the Digital Platform. Compliance, Technology, Platform, Legal and Risk are also based in the Cork site. His previous roles include Head of UK and Ireland Fund Accounting at BNY Mellon, Head o Private Equity at State Street and Senior Accounting Officer of Goldman Sachs International.

Outside of funds he is Chairman of Cork Financial Services Forum, run under the aegis of Cork Chamber of Commerce and is Chair of Shine Ireland – a charity in the autism sector, where their FREE educational Apps have been downloaded over 200k times.

He is his firms EMEA co-champion for Inclusion and Diversity and is married with three children.

He describes himself as an ALL or NOTHING person, believes what goes around comes around, that life is for living and that he who dares wins – most of the time.

Eoin Motherway

Mark Fitzgerald

Chairperson of the Board of BNY Mellon Fund Services (Ireland) DAC

Mark Fitzgerald is the new chairperson of the Board of BNY Mellon Fund Services (Ireland) DAC. Mark holds the chair of Pricoa Capital Group  ( Ireland ) Limited.

Mark serves as an independent non-executive director on the Board of Euronext Dublin. He is an independent non-executive director to several investment funds. Mark has over 25 years of experience in senior leadership roles (including as CEO and Managing Director) in banking, financial services and international fund services. He was hugely instrumental in the establishment of Citibank Europe plc in 2001.

Mark served as COO and as an executive board member of Citibank Europe plc from 2001 to 2014. Mark served as CEO for Citibank Trustees (Ireland) Limited from 1997 to 2001. Prior to that, Mark served as Head of Trustee Services in Ulster Bank Custodial Services from 1994 to 1997. Mark commenced his career in Allied Irish Investment Bank in 1987. 

Mark holds a barrister-at-law degree from Kings Inns and a bachelor of commerce degree from University College Cork. He is a certified bank director, a certified investment fund director and a member of IOB.

Mark Fitzgerald