Channel Islands Funds Forum 2018

Event Brochure

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

To register:

Sponsor

Enquiries:
Carl Methven
t: +44(0)1534 615886
e: carl.methven@blglobal.co.uk

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