Programme launch - Skills Cert for a future career in Funds

Event Details

FREE


Date and Time

Thu, 24 September 2020

12:30 - 13:30


Location

Online via Zoom

Event Details

FREE


Date and Time

Thu, 24 September 2020

12:30 - 13:30


Location

Online via Zoom

Event details
+

IOB have developed a new, short programme – the Skills Certificate for a Future Career in the Irish Funds Industry.

This programme is primarily designed to support those who want to pursue a career in funds, especially people who might transition from other financial sectors including banking.

It will also be relevant to staff already working in the funds sector or related areas, including asset managers, funds service providers and advisory firms, who may wish to have a better understanding of the sector as a whole.

We are holding a live online event on Thursday, September 24th to launch this programme and to discuss funds related education opportunities in the context of an increasingly complex operating environment.

It would be great if you could join us.

Our panel of experts include Clive Bellows (Northern Trust), Cairn Bryans (JP Morgan), Mary O’Dea (IOB) and Eoin FitzGerald (Brown Brothers Harriman).

Our panel will discuss:

  • The current economic environment that financial services are operating in

  • The current opportunities in the funds industry

  • The importance of education and lifelong learning for funds industry professionals


The programme launch 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 link to the programme launch will be emailed to registered members on the day of the webinar.

Michael J. McGrath

Assistant Secretary General of Department of Finance

Current responsibilities: • Michael is an Assistant Secretary (State Secretary) at the Department of Finance. His current role (since 2017) is that he heads the Financial Services Division which includes policy responsibility for Funds, Markets, Insurance, Pensions, Ireland for Finance and Anti-Money Laundering matters. • He is the Irish Member and Vice Chair of the EU Financial Services Committee. • He also has management responsibilities for the Department’s internal Legal Unit and is the Chair of the Department’s Departmental Council – a Staff/Management Consultative Forum. As Assistant Secretary, he is a member of the Department of Finance’s Executive and Management Boards. • He is also the Minister for Finance’s nominee on the 3-person Pension Authority.

Prior experience: • Michael joined the Department of Finance in 1990 as an economist and worked for in the Economics and Fiscal Divisions of the Department at various levels before becoming Assistant Secretary in 2007. • Michael has been a member of the Department of Finance’s Executive and Management Board since his appointed to Assistant Secretary. • Between 2007 and mid-2012, as Assistant Secretary, he was the head of the Department’s Economic and Budget Division, with management for the Irish budgetary process, Head of the Economic Division and had responsibility for the Department’s engagement with the IMF and World Bank and lead on the EU-IMF External Assistance Programme. During that time, he was the Irish member of the EU Economic Policy Committee and was also the Government appointed member of the Irish National Statistics Board. • From mid-2012 until mid-2014, he was the Assistant Secretary in charge of the EU Division and in this role was the Department’s lead senior official for the Irish Presidency of the EU. He was the Alternate member of the Euro area Working Group and Economic and Financial Committee. • In mid-2014, he was nominated by the Irish Governor of the International Monetary Fund to be the Irish Board member of the International Monetary Fund for a 3-year period. As Alternate Executive Director, he represented Canada, Ireland and 10 Caribbean countries at the IMF Board.

Education/Other: • He holds a BA (economics and sociological & political studies), MA (economics), MSc (taxation), Post Graduate Higher Diploma (Statistics). He has also completed a number of management and leadership courses.

Michael J. McGrath

Clive Bellows

Head of Global Fund Services, EMEA, Northern Trust

As a member of the Northern Trust European Management Committee and Head of GFS EMEA, Clive has overall responsibility for leading the company’s Fund Administration and Depositary business in the UK, Ireland, Luxembourg, Switzerland, Netherlands and Guernsey. He joined Northern Trust in May 2011. As part of managing Northern Trust’s expanding and evolving servicing offering, he played a key role in ensuring the smooth integration of Northern Trust Securities Services (Ireland) Ltd following the acquisition of Bank of Ireland Securities Services, June 1st 2011.

Prior to joining Northern Trust Clive was Managing Director at JP Morgan and responsible for EMEA asset managers and hedge funds. During his career spanning over 30 years, Clive has worked for Chase Manhattan Bank, Deutsche Bank and Barclays International. He also spent six years at Northern Trust in London, between 1997 and 2003, as Head of Relationship Management for the Global Fund Services and Investment Manager Liaison Group.

Clive is an ex‐President of the Irish Chamber of Commerce. He is Chairman of the Basis. Point charity and is also a serving Board member of the Irish U.S. Council.

Clive Bellows

Carin Bryans

Managing Director, JP Morgan

Carin is the Senior Country Officer and CEO of JP Morgan Bank Ireland. In this role she overseas JP Morgan's businesses in Ireland. JPMorgan provide services to Irish domiciled funds, act as the EMEA hub for all alternative investment fund servicing and provides cash management services to institutional, multi- national and corporate clients. The Dublin office has a growing technology engineering team which supports the broader group. In addition, Carin has responsibility For JP Morgan's business in the Channel Islands . Carin did her undergraduate degree in the University of Texas in Austin and then spent a year working in France in Zenith Data Systems. She then came back to Ireland in 1990 to take a position with Chase Manhattan Bank and since then she has held a variety of roles up the firm. She has also successfully undertaken an MBA from the Michael Smurfit Business School of UCD In addition to her JPMorgan role, Carin currently chairs the IFSC funds group. Previously • she served a three-year term on the IFS 2020 advisory group and • served as Chair of the Irish funds industry Association Carin is currently President of the American Chamber of Commerce and ardent

Carin Bryans

Eoin Fitzgerald

Country Manager, BBH

Eoin Fitzgerald is a Managing Director and Country Head for Brown Brothers Harriman in Ireland. Eoin has over 30 years of financial services experience having previously served as a Managing Director at Morgan Stanley and as a Director of AIB/BNY Fund Services (Ireland) Limited (now BNY Mellon Fund Services (Ireland) Limited). Eoin is a member of the Consultative Working Group at the Investment Management Steering Committee of the European Securities and Markets Authority (ESMA). He is also a member of the Council of Irish Funds and of the IFSC Funds group. Eoin is a director of Brown Brothers Harriman Trustee Services (Ireland) Limited, Brown Brothers Harriman Trustee Services (Hong Kong) Limited and Brown Brothers Harriman Institutional Trust Company of New York, LLC. He also serves on the board of the funds industry charity, Basis Point. He is a graduate of University College Dublin.

Eoin Fitzgerald

Pat Lardner

Pat Lardner joined Irish Funds as Chief Executive in April 2012. He has over twenty-five years’ experience in the global asset management industry and has held executive/leadership positions in Ireland and overseas with firms managing a broad range of both traditional and alternative investment strategies. Pat is an active participant on all significant Government sponsored groups relating to funds in Ireland, is a member of the Board of the European Fund and Asset Management Association and is an Advisor to the Asset Management Association of China’s International Partners Committee. He is a past Council Member of the Irish Association of Pension Funds and a former Director of both the Irish Association of Investment Managers and the International Investment Funds Association. He attained honours undergraduate and postgraduate degrees from University College Dublin

Pat Lardner