Professional Certificate for Designated Persons in a Fund Management Company

Event Details

Free


Date and Time

Wed, 7 July 2021

15:00 - 15:30


Location

Online via Zoom

Event Details

Free


Date and Time

Wed, 7 July 2021

15:00 - 15:30


Location

Online via Zoom

Event details
+

IOB will launch a new programme for the funds industry in the next academic year. The one module NFQ Level 9 programme will focus on the role of Designated Persons within Irish Fund Management Companies.

Join Programme lead Killian Buckley and presenters Richard Wane and Mark White as they discuss the programme content with Paula Kelleher.

This will provide a great overview of the type of material that will be covered throughout the 12 week programme.

Margaret D’Arcy, Programme Director, will also be on hand to answer your questions. The event will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices.

The registration for the event will close once we reach capacity or at 2pm the day before the event.

There are no CPD hours available for this event

Paula Kelleher

BNY Mellon SA/NV Head of Trust & Depositary and Branch Manager

Paula is a Chartered Director and a Certified Bank Director, is Branch Manager of The Bank of New York Mellon SA/NV, Dublin Branch (formerly BNY Mellon Trust Company (Ireland) Limited).

In her role, Paula has strategic responsibility for the Dublin Branch’s depositary services function.Paula has also recently been appointed as a NED (non-executive director) to Pershing Securities International Limited (PSIL).

Prior to joining BNY Mellon in April 2012 Paula, who is a solicitor, was a founding partner of Dillon Eustace, one of Ireland’s leading law firms.

She is a member of a number of professional bodies, including the Law Society of Ireland, the Law Society of England and Wales, Institute of Directors in Ireland (“IoD”), Institute of Banking in Ireland and an associate member of the Irish Taxation Institute.

Paula Kelleher

Mark White

Partner, Head of Investment Management Group - McCann FitzGerald

Mark White and colleagues in the McCann FitzGerald funds team will deliver on the legal and regulatory aspects of the programme.

Mark is a partner and Head of the Investment Management Group at McCann FitzGerald. He advises a wide variety of clients who are engaged in the promotion and management of all types of investment funds including UCITS funds, hedge funds and all type of private fund strategies, including private equity, infrastructure, credit and real estate funds.

Mark also advises UCITS management companies and AIFMs on their duties and obligations under fund management company legislation and regulation.

He works with many of the largest fund managers in the international and domestic funds market, as well as with large institutional and seed investors, such as pension schemes and government or state bodies.

Mark also provides advice on investment business regulation and financial services law. Mark is heavily involved in many Irish Funds working groups and is an active participant in industry submissions made to the Central Bank regarding product development and evolution.

He was a leading member of the Industry legislative working group (and chaired the regulatory working group) which was involved in the overhaul of Ireland’s limited partnership regime. He is also a regular speaker at IBA and Irish Funds conferences and seminars.

Mark is regarded as a leading lawyer in the Irish funds market, having been ranked a Band 1 lawyer by all major legal directories for the past number of years

Mark White

Richard Wane

Director, Axjan Ltd

Richard Wane is an asset management industry professional. Over a 30 year career he has held a variety of leadership roles across legal, compliance and business areas, principally at The Vanguard Group (2008-2021) and Fidelity International (1996-2008).

Richard qualified as a Solicitor (England & Wales) in 1991 and has a BA (Jt Hons) in Law and Politics from Durham University.

Over the course of his career, Richard has held several positions requiring regulatory approval in the UK, Hong Kong, Singapore an Ireland, most recently as Chief Executive Officer of Vanguard’s Dublin office. He has also served as a Director on a number of company boards.

Richard believes it is important that Ireland should have a professional educational qualification to reflect the significant responsibilities of the Designated Person/PCF roles.

Richard Wane

Killian Buckley

Independent Director and Strategic Advisor, Martello Advisory

Module Coordinator and Programme Lead Killian Buckley is an investment management industry veteran with over 20 years of experience.

With an original background in corporate finance and transaction work, Killian joined the regulatory boutique start-up Kinetic Partners as an equity partner in 2005, establishing the Irish office that year.

Following the purchase of Kinetic by Duff & Phelps in 2015, Killian acted as a Managing Director in the Compliance and Regulatory Consulting unit, as well as Head of Management Company Solutions, responsible for the global ManCo services out of Ireland and Luxembourg.

Killian has been privileged to act as Director, Designated Person and MLRO for some of the top investment management firms globally.

Killian established Martello Advisory in 2019. Killian is a well known and frequent speaker at events and contributor to thought leadership in the industry.

He has sat on a number of industry stakeholder groups interacting with regulatory authorities and government agencies. He is also a previous Chair of the Irish Funds Marketing committee

Killian Buckley

Margaret D'Arcy

Head of Education Financial Services, Funds and Wealth Planning, IOB

Margaret D’Arcy is the Programme Director at IOB for Funds and Wealth Planning. Margaret joined IOB in August 2019 after spending more than twenty years lecturing on both professional and university accounting programmes.

Margaret's career started in retail banking and took her through a variety of roles, including Audit, Project Management and finally Head of Operations Treasury and International.

Margaret D'Arcy