Wealth Management Conference 2024

Kevin McConnell

CFA, CEO GEM Strategic

Kevin, a Chartered Financial Analyst, is an external specialist consultant in the banking and investment sectors with over 30 years of experience in financial markets. Working with banks, regulators and investors in Credit, Capital, Stress Testing and Strategy, Kevin has experience in over a dozen regulatory jurisdictions across Europe, US and Emerging markets.

He has worked through a range of top tier M&A transactions providing stress testing/due diligence consultancy, and transaction advisory. He was a member of the Committee on Collective Investment Governance (CCIG) of Central Bank of Ireland (2014) which supported the development of CP86. Kevin has presented and provided training at European Central Bank, and has delivered expert programs to European and Middle Eastern based regulators on Bank Capital, Credit and IFRS9.

He was a member of the Advisory Committee of the Certified Investment Fund Director Institute for seven years, delivering programs in Investment Management to board directors, and is a Senior Associate of Faculty, Institute of Banking (IOB) Executive Education- Certified Bank Director Program since 2012. He has designed and delivers the Structured Finance/Credit program for the Msc in Finance in Michael Smurfit Business School, University College Dublin, the Graduate Diploma in Alternative Investment, the Professional Certificate in Capital Market Investment & Funds program for the Institute of Banking (IOB-UCD), and the Asset Management/Sustainable Finance program on the Msc. in Finance, Trinity College Dublin (TCD) for over a decade.

Kevin has also delivered programs on Bank Capital, Investments and Credit, in association with the IOB and Cambridge University. Kevin is also an adjunct Professor of Finance with TCD, and Examiner for the Certified Financial Planner examination for Financial Planning & Standards Board in Ireland.

Kevin is also deputy chair of the Irish platform of one of the largest CLO originators in Europe, sits on a range of investment fund boards and is chief executive of GEM Strategic, a specialist banking and investment consultancy firm.

Andrea McNamara

Director, Private Client law, EY Law Ireland

Andrea McNamara is a director in Private Client law with EY Law Ireland.  Andrea advises Irish and international individuals, families and family businesses in relation to all aspects of wealth planning, Wills, trusts and succession planning. She has extensive experience advising in relation to contentious trust and estate matters and on all aspects of charity law, from advising charitable bodies to advising individuals and corporates in relation to charitable giving.

Andrea is a solicitor and former barrister, a Chartered Tax Adviser (CTA) and a member of the committee of the Irish branch of the Society of Trust and Estate Practitioners (STEP).  Andrea is a regular speaker and contributor to publications in her area of expertise. 

Brian O’Malley

Senior tax manager, Private Client Tax Services, EY

Brian O’Malley is a senior tax manager in Private Client Tax Services with EY.  Brian has a broad range of experience, both domestic and international, in advising high net worth individuals and their families on a wide range of matters including governance, structuring, strategic tax planning and family office advisory.

Brian also works closely with clients advising on residency planning and cross border tax and estate matters. Brian is a Chartered Accountant and Chartered Tax Adviser. Brian is also a member of the Society of Trust and Estate Practitioners (STEP) and holds a Qualified Financial Adviser (QFA) designation with the Institute of Bankers. 

Alan Duffy

Head of Sustainable Integration and Solutions, ILIM

As Head of Sustainable Integration and Solutions, ILIM, Alan has responsibility for developing and managing ILIMs proprietary sustainable strategies and client solutions, as well as integrating sustainability across the investment business.

Alan has over 18 years of investment experience. Prior to joining ILIM, he worked in the proprietary trading group of Credit Suisse AG, where he was Portfolio Manager responsible for arbitrage strategies. Alan started his career at UBS AG where he completed the graduate training program and worked on the trading floor as an Equity Trader managing a client and proprietary trading book.

Alan has an MSc in Finance from Warwick Business School, and a BSc in Economics & Finance from University College Dublin. Alan holds the Chartered Financial Analyst( CFA) designation.

Aoibheann Treacy

Director - Retail & Wealth and ILIM Executive Management Team member

Aoibheann Treacy - Director - Retail & Wealth and ILIM Executive Management Team member, is responsible for the management and growth of ILIM’s Individual Market distribution partners. This includes leadership on Product Design, Development, Launch and Promotion. It also includes day to day management of these channels, communications and promotional activity.

Aoibheann has over 28 years Financial Services experience. Prior to joining ILIM she has held senior roles in Key Capital, State Street, Bank of Ireland Asset Management, Bank of Ireland Private Banking and BOISS Security Services.

Aoibheann has a BA in Economics from UCC, Post-grad in Applied Economics and Computer Science(UCC) and MSc in Investment & Treasury (DCU).

Aoibheann holds the Chartered Alternative Investments Analyst (CAIA) designation, is a Qualified Financial Adviser (QFA) and Institute of Directors (IoDI) holder.

Brian MacDonald

Managing Director of Trustee Decisions Limited

Brian is the Managing Director of Trustee Decisions Limited an Irish professional trustee company, providing independent trustee services to private and public corporate clients. He is an experienced pension scheme trustee and a recognised pensions expert having worked in trustee and pensions technical knowledge roles throughout his career.

He has over 30 years of experience in the life and pensions industry both in Ireland and the UK working with all types of pension arrangements. He acts as chairperson to a mix of defined contribution and defined benefit pension schemes. Brian was previously the head of the Life and Pensions Technical Support area for New Ireland Assurance leading a number of expert teams. He is an Associate of the Chartered Insurance Institute, Licentiate of the Compliance Institute and he also holds the Pension Trustee Practitioner (PTP) qualification of the LIA.

Brian was recently appointed chair of the Association of Pension Trustees in Ireland (APTI) and is also the current chair of the Pensions Working Group of the Compliance Institute. He sits on the DC Committee of the Irish Association of Pension Funds (IAPF) and was previously chair of Insurance Ireland’s Pensions Committee.