The Channel Islands Funds Forum 2018
Date: 26 September 2018
Time: 09:00-15:30
Venue: Hotel de France, Jersey
The event this year is produced in partnership with Appleby and sponsored by Butterfield and Optimus Group, supported by Altair, Puritas and Rossborough Professional Risks.
The agenda for the day is as follows:
08.30 – Registration & Networking Refreshments
09.00 – MAIN CONFERENCE WELCOME
Carl Methven, Co-Founder, BL magazine
09.10 – KEYNOTE
Setting the scene for the Channel Islands funds landscape. What might the future hold post Brexit and beyond. Bridget Barker, Executive Director, Corporate & Funds, ZEDRA
09.50 – PANEL: JURISDICTIONAL COMPARISON
What advantages do the CI’s have over other jurisdictions and are Jersey/Guernsey deemed too expensive to administer funds.
Pippa Davidson, Managing Director, Praxis Fund Services Jersey(Moderator)
Andrew Harding, Group Partner, Appleby
Michael Johnson, Director, Head of Funds – Channel Islands, Intertrust Jersey
Sophie Reguengo, Counsel, Ogier
Fiona Wilson, Senior Associate, Collas Crill
10.40 – BREAK
11.00 – TAX UPDATE
Covering all the latest tax-related issues in the funds space, from BEPS to Substance and other EU initiatives. John Riva, Senior Partner, KPMG Channel Islands
12.00 – PANEL: FUND RAISING AND FINANCE
An overview of the fund raising landscape and where business is likely to come from and whether debt can be used as part of overall strategy.
Andrew Weaver, Partner, Appleby (Moderator)
Jean-Paul Peters, Head of Funds Banking, RBSI
David Christmas, Partner, Fried Frank
Martin Rowley, Partner, Deloitte
12.45 – LUNCH
13.45 – TECH AND FUNDS
A futuristic look at where the sector needs to go, including Fintech and the challenges of AI.
David Miller, Executive Director, Quilter Cheviot Investment Management
14.30 – CLOSING PANEL: HOW TO INTERNATIONALISE THE CI FUNDS INDUSTRY
A panel of experts give their take on how to internationalise the CI’s funds sector.
Lisa Springate, Head of Technical, Jersey Finance (Moderator)
Mark Symons, Senior Manager, Ipes
Peter Mills, Director & Founder, Optimus Group
Tim Morgan, Partner, Mourant
15.15 – Closing remarks
Carl Methven, Co-Founder, BL magazine
Delegate price is £395 and discounts are available for multiple bookings.
Please contact either events@blglobal.co.uk or book via our Eventbrite page:
https://cifundsforum2018.eventbrite.co.uk