The Irish Funds Industry, post-Brexit

The EU cross-border fund industry has a particularly peripatetic structure which has allowed it to grow rapidly over the last three decades. The Covid-19 crisis will test this structure, particularly as its arrival has coincided with Brexit.

IFI Global and Catalina Consulting believe that the EU cross-border fund business will see as much if not more change in the next three years as there has been in the last three decades. By 2023 there may well be a new industry structure in place. In 2021, we are hosting a series of seminars, conducting research and presenting white papers to explore how Brexit combined with Covid-19 might change Europe’s cross-border fund industry.

Attendees will include leaders of the different constituencies that make up the fund industry – from the UK, Ireland, Luxembourg and elsewhere – as well as ESG leaders and entrepreneur-led high-growth FinTechs. The series will kick off in February with a Dublin e-seminar, ‘The Irish Funds Industry, post-Brexit’ 2 parts.

Part 1, Thursday 4th February 2021, 12.00-1300 Dublin

What the EU-UK Agreement means for the Irish fund industry Watch the recording now

  • What will stay the same & what might change post Brexit
  • How possible changes to distribution & delegation rules would impact Irish funds
  • The ramifications of the drive for more local substance
  • Developing a new model for the Irish & UK industries

Part 2,  Thursday 18th February 2021, 12.00-13.00 Dublin Watch the recording now

Future Irish-UK fund industry development 

  • Will an EU with no UK help or hinder the Irish fund industry?
  • Will the Irish & UK industries work in collaboration or become competitors?
  • Can the Irish industry take on portfolio management & other new capabilities?
  • Developing an all-Ireland industry post Brexit

Each session will open with a short research presentation followed by an expert panel discussion.

We are grateful for the kind support of our sponsors and of Andy O’Callaghan and his team at PwC Ireland in delivering this seminar.

Date

4th February and 18th February 2021

Time

12.00 Dublin

Online Event

Speakers and Panellists

Simon Osborn

CEO, IFI Global

Frank Ennis

Independent Fund Director and Corporate Finance Consultant

Mark Flannagan

Chief Operating Officer, Blackstar Asset Management

Karena Vaughan

CEO, Catalina Consulting

Nicola Sheridan

Director, Financial Services, PwC Ireland

Andy O'Callaghan

Global Advisory Leader - Asset & Wealth Management, PwC

Tom Kirkpatrick

Independent Consultant

Tara Doyle

Head of Asset Management and Investment Funds, Matheson

Yvonne Connolly

Country Head - Ireland, Carne Group

Sponsors

Invest Northern Ireland, Northern Ireland’s regional economic development agency

PwC Ireland

gather360, ESG data specialist

Enterprise Ireland, the government organisation responsible for the development and growth of Irish enterprises in world markets

Fund Recs, reconciliation software for the Funds Industry

Catalina Consulting

The Berkeley Suite, 35 Berkeley Square, London W1J5BF

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