Highlights / Key Themes


  • Gauging Impacts Of The Credit Crunch On The Funds Industry. What Next For The Funds & TA World? Tracking Recent Fund Flows
  • More Distributors and Fund Managers speaking than ever before!
  • State Of The Art Automation – Where Is It?
  • Cost Reduction In Transfer Agency. Impacts Of New Standards & Connectivity Platforms - Supporting Global/Cross Border Distribution
  •  Is Distribution Support Value Added, And Can You Charge For It?
  • State Of The Art Automation – Where Is It?
  • Fund Manager Roundtable: Regulatory & Processing Challenges Posed By UCITS IV
  • The Role Of Platforms And How They Morphing Into More Than Execution Engines
  • Is Outsourcing More Relevant In The New Economic Paridigm?
  • Hosted Fund Services - Democratisation Or Just Proliferation?
  • Asia In The Spotlight - Global Fund Servicing And Distribution Hurdles & Solutions
  • Impacts of T2S on TAs and The Investment Funds Industry
  • AML Regulations For Investment Funds
  • Alternative Investment Fund Management Directive - Impacts on TA
  • Funds Industry Focus - What Is Happening With Distribution Across Europe And Beyond & What Next For The Funds & TA World?
  • Champagne Roundtables: 4 Champagne Roundtables were held at the end of Day One with an expert moderator hosting each table. Attendees were able to choose a topic most relavant for their day-to-day concerns and discover solutions and strategies to drive their business forward. Topics included: UCITS IV; Outsourcing; Global Markets & Global Fund Servicing; Payments & Cash Management

Martyn Cuff
Martyn Cuff Director – Head of Operations ALLIANZ GLOBAL INVESTORS EUROPE
Marco Zwick
Marco Zwick Directing Officer SCHRODERS
Mauro Baratta
Mauro Baratta Managing Director LIPPER FERI
Paul Brady
Paul Brady Director, Intl Transfer Agent Operations & Customer Service FRANKLIN TEMPLETON INVESTMENTS
Declan O'Sullivan
Declan O'Sullivan Partner WILLIAM FRY
Paul O'Neil
Paul O'Neil Managing Director INTERNATIONAL FINANCIAL DATA SERVICES
Graham Goodhew
Graham Goodhew Director JP MORGAN ASSET MANAGEMENT
John Coates PhD
John Coates PhD Research Fellow in Neuroscience & Finance
JUDGE BUSINESS SCHOOL - UNIV OF CAMBRIDGE
€800
ICBI Event