Sandra Boss
Partner
McKinsey & Co
Sandra is a Director (senior partner) in the London Office of McKinsey & Company. She is Group co-Head of the Global Corporate and Institutional Banking Practice and a Trustee for the McKinsey Master Retirement Trust. She joined McKinsey in 1994.
Sandra consults to the corporate and investment banking, sales and trading, and transactions processing businesses of banks, broker dealers, exchanges and non-bank financial specialists. She has worked closely with many leading global securities institutions, as well as numerous regional universal banks across Europe and Asia, on a wide range of strategy, organization, marketing and operations issues.
Sandra led McKinsey's work for Senator Schumer and Mayor Bloomberg on the global competitiveness of New York and US financial services. She is a frequent speaker on banking and securities industry topics (e.g., Institute of International Bankers, International Securities Services Association, numerous banks' leadership offsite meetings). She also often publishes in McKinsey on Corporate and Institutional Banking, the McKinsey Quarterly, and other trade journals.
Sandra received her M.B.A. from Harvard Business School and her B.A. from Stanford University in American Studies with a secondary major in Economics. Prior to joining McKinsey, she worked for Merrill Lynch in Debt Markets as a summer associate. She also worked for Trammell Crow Ventures, a real estate principal investment group, as a financial analyst.
Michael Gaffney
Global co-head of taxation
Merrill Lynch
Mike Gaffney is a Managing Director and Co Head of Global Tax at Merrill Lynch where he has worked since June 2000. Merrill Lynch is a leading U.S. investment banking, securities trading and brokerage firm serving corporations, governments, institutional investors and individual investors worldwide, with offices in over 35 countries.
Previously, Mike worked with Bear, Stearns & Co. from 1989 to 2000 as a Managing Director in their tax department. Mike is a CPA and holds an M.S. degree in tax. Mike has testified before U.S. Senate Finance committee on competitiveness of US businesses internationally, representing the Securities Industry, and has authored comments and presented at OECD working party 6 meetings on Geneva (March 2004) and Paris (Oct 2004) regarding the taxation of PEs and Global Dealing. Mike is also a voting member of the Merrill Lynch Special Structured Product Committee, which is responsible for examining complex structured financing transactions presented to the firm’s clients.
Gerry Brady
Country Head
Northern Trust (Ireland) Ltd
Gerry Brady, a native of Belfast, obtained a First Class Honours in Economics at Queen's University of Belfast in 1977, coming first in the Economics Faculty. He subsequently qualified as a chartered accountant in 1980 (FCA) and as a chartered financial analyst (CFA) in 1988. Upon moving to Dublin he spent a year with Hodgson Impey and eight years with KPMG. Brady joined the Bank of Bermuda in 1986 as global head of internal audit based in Head Office in Bermuda. He subsequently became managing director of Bank of Bermuda in Cayman in 1990 and returned to Dublin in 1995 to set up Bank of Bermuda's operations in the IFSC.
He was regional managing director of Bank of Bermuda in Europe and country head of Bank of Bermuda in Ireland. Following his time at the Bank of Bermuda, Brady was an independent director and a consultant to a number of Irish collective investment schemes and was also appointed managing director of Capita Financial Group in 2005. He became chief executive officer of Northern Trust in 2007.
Barry O'Leary
CEO
IDA Ireland
In October 2007 Barry O'Leary was appointed Chief Executive Designate of IDA Ireland. He took over the role of CEO from Sean Dorgan on January 1st 2008. Prior to this appointment he was Divisional Manager of the IDA's LifeSciences and Information and Communications Technology business units.
Mr. O'Leary has worked in IDA for over 30 years in most of its business areas including two periods totalling 15 years in Germany, latterly as Director of Europe. He originally moved to Cologne in 1983 and from 1985 to 1991 he was based in Munich. Between 1991 and 1995 he was responsible for Consumer Products and International Services in IDA in Dublin. On his return to Germany in 1995 he was responsible for running IDA's offices in Stuttgart and Dusseldorf which covered Germany, Austria, Switzerland and Italy. He subsequently became Director of Europe and centralised IDA's German offices into Frankfurt. During this period he was closely associated with winning major projects from companies such as Bertelsmann , SAP, Deutsche Bank, Lufthansa, Kostal, Allianz and a number of key Italian financial services projects.
On his return to Ireland in late 2002 Mr. O'Leary was initially appointed Divisional Manager Pharmaceuticals and Biopharmaceuticals and a member of the IDA's Executive Committee. His responsibilities were increased in 2004 to include the LifeSciences and Information and Communications Technology areas.
He has been deeply involved in changing the profile and raising the value of Ireland's inward investments over the past ten years. He has been primarily responsible for the successful establishment of Ireland as the leading global location outside the US for biopharmaceuticals. He has also undertaken strategic change and built new strengths in R&D, medical technologies, information and communications technology and other areas.
Mr. O'Leary led IDA teams in winning significant investments from a number of key clients such as Lilly BioPharma, Servier, Pfizer, Centocor, Cordis, IBM, Kelloggs, Altana, Merck and Cisco Systems among others.
Barry O'Leary has held a number of different positions in industrial companies prior to joining IDA Ireland, including Nestle and the Smurfit Group. He is a Board Member of Forfas.
Leslie Morrison
Chief Executive
Invest Northern Ireland
Leslie Morrison has been Chief Executive of Invest Northern Ireland since its formation in April
2002 as a single agency.
Prior to this, Mr Morrison had a long career with JP Morgan. In his most recent role as a Managing Director at Head Office in New York, where he had been since 1983, he ran JP Morgan’s business with global mining clients, the Canadian oil and gas industry and certain US industrials.
His responsibilities also included managing relationships and the provision of financial services, generally of a strategic advisory nature, to clients located in North and South America, Europe, Australia, South East Asia and South Africa.
In addition to merger-acquisition-execution and marketing, Mr Morrison has broad experience in equity and debt capital markets, financial derivatives and credit products. He was active in MBA recruiting for JP Morgan at American business schools.
Prior to his New York assignment, he spent four years in Tokyo as head of the bank’s North Asia Financial Advisory Department. This included analysing and risk rating JP Morgan’s Japanese and Korean financial exposures and providing financial advice to local and foreign companies. He had joined Morgan in London where he worked for over two years covering UK and Scandinavian companies.
In his earlier career he was an investment analyst and equity portfolio manager with the Airways Pension Fund.
Mr Morrison was educated at Dalriada School, Ballymoney, and at Queen’s University, Belfast, where he graduated in modern languages in 1971. He is an Affiliate of the Institute of Investment Management and Research.
Karel Lannoo
Chief Executive Officer
Centre for European Policy Studies
Karel Lannoo (1961) has been chief executive of the Centre for European Policy Studies (CEPS) since 2000 and senior research fellow since 1997. CEPS is one of the leading independent European think tanks, with a strong reputation in economic and foreign policy research. It has total revenues of about €6 million (2007) and employs about 45 persons.
Before joining CEPS, Karel Lannoo was employed in the cultural sector, worked for the Italian conglomerate Ferruzzi and for a professional federation. He was also active as a free-lance journalist for specialised publications.
He has published some books and numerous articles in specialised magazines and journals on EU, financial regulation and corporate governance matters. He spoke at several European Parliament and European Commission hearings and participated in studies for national and international bodies (EU institutions, OECD, ADB, World Bank). He is a regular speaker at international conferences.
On MiFID, he is finalising a book with Jean-Pierre Casey and Alessandra Chirico entitled 'The MiFID revolution', which will appear later this year with Cambridge University Press.
Karel Lannoo holds a baccalaureate in philosophy and an MA in history from the University of Leuven, Belgium (1985) and obtained a postgraduate in European studies (CEE) from the University of Nancy, France (1986).
Karel Lannoo is an independent director of BME (Bolsas Y Mercados Espanoles), the company which runs the Madrid stock exchange.
Jane Dellar
Managing Director
Bahrain Financial Services
Jane joined the Economic Development Board of Bahrain (EDB) in May 2006 with a brief to launch and head up Bahrain Financial Services (BFS). She came to Bahrain from the Isle of Man (IOM), bringing a wealth of international and jurisdictional expertise to BFS, having undertaken a similar role for 3 ½ years in IOM financial business development and promotion.
BFS is a department within the EDB, created to provide dedicated support to the needs of the financial services industry and provides a single point of contact for international financial services firms looking to establish a presence in the Kingdom. Under Jane’s management, BFS has won global recognition for Bahrain, when in March 2008 the latest Global Financial Centres Index identified Bahrain as the world’s fastest growing financial centre.
Jane has a comprehensive background in the financial services industry spanning 30 years, with specific experience in marketing, client relationship management, sales and management. Having worked in Bahrain, the Isle of Man, Jersey and the UK, Jane has a great deal of experience in different legal and regulatory environments and benefits from an in-depth understanding of offshore jurisdictions, asset management, life assurance and global banking.
Whilst working as a tutor for BPP Offshore Training from 1999 to 2002, Jane helped over 1500 individuals gain their professional qualifications with the Securities and Investment Institute (SII), the Chartered Insurance Institute (CII), the Institute for Chartered Secretaries and Administrators (ICSA) and the Chartered Association of Certified Accountants (ACCA). She is dedicated to encouraging life long learning and actively supports individuals and professional institutes to enable this.
Geoff Cook
Chief Executive
Jersey Finance
Geoff Cook joined Jersey Finance as Chief Executive in January 2007. Previous to this, he was Head of Wealth Management for HSBC Bank Plc, based in London, and responsible for the delivery of Wealth Management and Financial Planning Services to the 10 million HSBC customers in the UK. He was formerly Head of Personal Financial Services and Deputy to the Chief Executive at HSBC Bank International Limited in Jersey.
Geoff moved to Jersey with HSBC in 2002 in order to take responsibility for all aspects of International Personal Banking and Wealth Management Services for HSBC Bank International, which has its headquarters in Jersey and representative offices in Guernsey, the Isle of Man, Hong Kong, Singapore, Dubai, Johannesburg, Cape Town, London and Malta. He was also Chief Executive, HSBC International Financial Advisers (UK) Ltd. and a Director of several other HSBC entities. His earlier career was spent at a senior level with HSBC Bank plc in the UK including several executive management positions in London and the regions.
Geoff is a Fellow of the ifs School of Finance, a Member of the Personal Finance Society, and a member of the Worshipful Company of International Bankers.
Akkie Lansberg
Managing Director
Holland Financial Centre
Akkie Lansberg (1971) started her career in 1994 with Deloitte & Touche management consultants. After moving to London in 1996 and working for a boutique consultancy firm, she joined Morgan Stanley in 1999 in de Investment Banking Division. Prime work focus was convertible and equity origination and syndication. Akkie moved to Morgan Stanley's Institutional Equity Division to do pan-European sales to Benelux institutional investors, and the team was voted number one approximately eighteen months later. After returning to Amsterdam she joined the Dutch Authority for the Financial Markets (AFM) in 2004, where she was responsible for setting up the supervision for the new market abuse directive, which was implemented in Dutch law in October 2005. The supervision of the market abuse directive includes a real time securities market monitoring team and an investigation team and focuses on the prohibitions of insider trading and market manipulation and the obligation for listed companies to disclose price sensitive information. In December 2007, Akkie left the AFM to become managing director of Holland Financial Centre.
Akkie completed her study business administration at the Erasmus University Rotterdam, and completed the International Executive Program at INSEAD. She is married and has a daughter.
Brian Lenihan
Minister for Finance, Ireland
Department of Finance
Born in May 1959, Brian Lenihan was first elected to the Dail in 1996 in a by-election in the constituency of Dublin West caused by the death of his father
He was educated at Belvedere College Dublin, Trinity College Dublin, (Foundation Scholar, First Class Hons BA mod) and Cambridge University (First Class Hons LLB), and Kings Inns. He lectured in Law at Trinity College 1984-1996. He was called to the bar in 1984 and made senior counsel in 1997.
Brian has been involved in politics all his life: His late father, also Brian Lenihan represented the constituencies of Roscommon Leitrim 1961-73 and Dublin West 1977-95. In a distinguished political career, he served as Tanaiste and a Minister in various portfolios. Brian's aunt, Mary O'Rourke is currently leader of the Seanad; she was a TD 1982-2002 and held a number of senior ministerial posts. His brother Conor, is deputy for Dublin South-West and Minister of State at the Department of Foreign Affairs. Brian's grandfather, Patrick Lenihan was also a Dáil deputy 1965-70.
Appointed to the new office of Minister for Children in December 2005, he had been Minister of State with special responsibility for children at the Departments of Education and Science, Health and Children and Justice Equality and Law Reform since 2002. He was Chairman of the Committee on the Constitution from 1997 to 2002. Appointed Minister for Justice, Equality and Law Reform on 14th June 2007. Appointed Minister for Finance on 7th of May 2008.
John Spellman
Director
Isle of Man Finance
John joined Isle of Man Finance in September 2007 on a two year contract with a core brief to review the strategy and operations of Isle of Man Finance going forward. Under his directorship, Isle of Man Finance has been closely involved with a number of the Island’s industry initiatives, including the strategic reviews of the funds, captive insurance and banking sectors.
John returns to the Isle of Man following a period of five years working in the UK, where he holds a number of directorships.
He is a qualified accountant and banker by training, with over 15 years experience in banking, fund management, accountancy and various parts of the offshore industry where he gained valuable experience liaising with UK and overseas regulators. He spent a further five year operating a Board level in a multinational Financial Services group.
As Managing Director of HBOS Financial Services, an operating division of Halifax Bank of Scotland, John was responsible for the top selling life insurance entity in the UK where he employed some 3,000 people with c£40bn under management.
Keith Boyfield
Managing Director
Keith Boyfield Associates
Keith Boyfield is a leading economist who has built up a reputation as a writer on economic and financial issues, having written over fifty studies for several leading think-tanks. He is the founder of Keith Boyfield Associates, a City consulting firm that specialises in competition and regulatory issues. He advises a range of multinational companies, trade associations and non-profit organisations (for further details see www.keithboyfieldassociates.com) including Aon, Mid American Energy Holdings, BNFL plc, British Sky Broadcasting Ltd, KPMG and Thomson Reuters plc. He has also advised several major financial institutions and trade bodies including the Association of Consulting Actuaries (ACA), the British Private Equity & Venture Capital Association (BVCA), the Finance & Leasing Association (FLA), J P Morgan and the Swiss Bankers' Association. He has also acted as a consultant to the European Commission, notably on a major study for the Competition and Energy & Transport Directorates.
In 2009 he was appointed Chairman of Leriba Limited, a pan-African business intelligence consultancy (see www.leribarisk.com).
Keith chairs the Regulatory Evaluation Group of the Adam Smith Institute and he also chairs the Shadow Regulatory Policy Committee of the Institute of Economic Affairs (IEA), where he is a Member of the Editorial Board of Economic Affairs, the IEA's quarterly journal. He is also a Fellow of the IEA, a Research Fellow of the Centre for Policy Studies and the European Policy Forum, a Senior Fellow of the Adam Smith Institute, and a Member of the Academic Advisory Council of the Taxpayers' Alliance.
He is a regular contributor to the press, television and radio, notably the BBC. He appears frequently on the British and Irish media and for more than a decade he has been a regular commentator on Aljazeera's worldwide Arab language service. He has written for The Wall Street Journal, The Financial Times, The Business, The Daily Telegraph and The Independent. He also contributes to a number of specialist journals and magazines, most notably Acquisitions Monthly, The Financial Regulator and Utility Week. His in-depth study of the rapidly changing relationship between the banking and insurance sectors - Global Insurance and the Capital Markets - was published in April 2008 by International Financing Review (IFR) Marketing Intelligence, a division of Thomson Reuters.
Other recent publications include The KPMG Guide to M&A Tax, published by Acquisitions Monthly in August 2007; (contributor to) Financial Strategy, 2nd edition, edited by Professor Janette Rutterford, Wiley Publishers; Challenges Facing the EU Savings Tax, (co-authored with Graham Mather), published by the European Policy Forum in November 2008; Businesslike and Market Friendly: Shaping the New European Commission, published by the European Policy Forum in March 2009; Regulatory Myopia : A response to Financial Services Authority DP09/2 (co-authored with Tim Ambler), published by the Adam Smith Institute in April 2009; Financial Regulation: What is the best solution for the EU? (co-authored with Tim Ambler), published by the Adam Smith Institute in June 2009; and a series of studies for the London Business School (LBS), which he also co-authored with Tim Ambler, a Senior Fellow at LBS.
Deirdre Power
Tax Partner
Deloitte
Deirdre Power is a tax partner specialising in financial services. She has extensive experience in advising financial services clients in the areas of investment management and funds, leasing, banking, securitisation and structured finance.
Deirdre is a member of a number of industry working groups in the financial services sector. She was elected to the Irish Funds Industry Association (IFIA) Council and is formerly Chairman of the IFIA. She is also a member of the IFIA tax committee.
Deirdre has worked with the Revenue Authorities on introducing various aspects of the funds tax legislation. She was part of the industry grouping that negotiated the 2003 securitisation tax legislation. She was also appointed to the Taoiseach’s Pan European Pensions taskforce.
Deirdre currently advises a wide variety of international companies and regularly contributes articles to international tax and financial services industry focused magazines.
Patrick Neary
Chief Executive
Financial Regulator
Patrick Neary is the Chief Executive of the Financial Regulator, which is responsible for the regulation of the Financial Services industry, both from a prudential and a conduct of business viewpoint.
Patrick Neary was appointed to the position of Chief Executive in February 2006. Prior to this, he held the position of Prudential Director of the Financial Regulator from 2003. In this role his responsibilities included the protection of consumers’ deposits, funds and policies. He is a fellow of the Chartered Association of Certified Accountants (FCCA). He was previously Head of Securities and Exchanges Supervision and Deputy Head of Banking Supervision in the Central Bank of Ireland. He began his career in 1971.
Bernd Schumacher
Partner
IBM Global Business Services
Bernd Schumacher is responsible for IBM’s Core Banking Systems Practice in Europe. He has over 20 years experience in the Financial Services industry and has extensive accomplishments and insight in managing and delivering projects form conceptual design of transformation programmes for major companies, development of strategies for market entry, and market expansion of banks and investment managers, leading large scale transformation programmes in service companies including Six Sigma projects, and the design of Core Banking Transformation Projects and IT Strategies for large European banks.
Prior to joining IBM Bernd was a Partner at PWC Consulting and subsequent to that director of Price Waterhouse responsible for re-engineering and transformation projects in Financial Services. Bernd is fluent in both German and English and has spoken at a number of conferences.
Andrew Quinn
Partner
A&L Goodbody
Andrew Quinn is a Corporate Tax Partner in A&L Goodbody. He acts for major Irish and international companies, investment funds and banks, and advises on the corporate tax aspects of M&As, corporate reorganisations, cross border structures, investment funds and capital markets transactions.
Andrew is joint author of the Irish Taxation Institute book "Taxing Financial Transactions" and speaks internationally on tax, including at the International Bar Association, the International Fiscal Association, the European American Tax Institute and the Irish Taxation Institute. He is past Irish Chapter President of the European American Tax Institute and is recommended by a number of legal directories including PLC Which Lawyer? 2008, World Tax 2008 and European Legal Experts 2007.
He consults to the Irish Government’s economic advisory body Forfas on tax matters, and has also participated in lobbying for industry on tax through the American Chamber of Commerce and the Irish Securitisation Forum.
Andrew is a law graduate of University College, Dublin and an Irish and UK qualified solicitor. He is also qualified as an Associate of the Irish Taxation Institute and worked as a tax consultant with Ernst & Young before joining A&L Goodbody.
Tim Burggraaf
Representative of Holland Financial Centre and Partner
Mercer
Tim joined Mercer in 2001. He has a Masters in Pensions and Life
Assurances from the Hermes University and is a member of the Dutch Order of
Pension Experts (NOPD) and the Circle of Pension Specialists (KPS). In addition
to being managing consultant for several large multinational clients,
Tim chairs Mercer's Dutch Centres of Excellence on Pan-European
Solutions as well as Defined Contributions and is a member of their European
equivalents.
Prior to joining Mercer, Tim worked with Aon Consulting and number of other
pension providers (insurers).
Tim is a regular speaker at conferences and has published two books (on
defined contributions) and a number of articles on the topic.
John Coffey
Head of Treasury ALM
BNP Paribas (Dublin) Branch
John is currently Head of Treasury ALM for BNP Paribas in Dublin,where he is responsible for managing a balance sheet of € 25 billion. John has spent all of his career in Treasury & Capital Markets and has gained extensive experience in Foreign Exchange, Money Markets, Bonds & Credit and related derivative markets. John has managed teams of Traders & Sales in these areas, assisting the rise to prominence of BNP Paribas in the local markets.
Since 2004, John has focussed primarily on growing the bank's funding base. The success of this project, allied with his experience of several previous market crises left John well placed to navigate BNP Paribas Dublin through the current credit crisis, leveraging the bank's AA+ rating and the substantial customer base built up by his team over recent years.
John Coffey began his banking career with Bank of Ireland in 1977. He moved into Treasury when he joined IIB bank in 1979 and he joined BNP as a Senior FX trader in 1981. He is a qualified CPA Accountant.
Jeffrey Owens
Head of Centre for Tax Policy and Administration
OECD
Jeffrey Owens, a public finance expert, completed his doctoral work at Cambridge University in the United Kingdom in 1973. In addition to his economic degrees, he is a qualified accountant.
He has taught at Cambridge, the American University of Paris, Bocconi University in Italy and Queen Mary's College in London. He is an international civil servant at the Organisation of Economic Co-operation and Development in Paris, where he has focused his activities on the fiscal policy implications of the globalisation of national economies, the taxation of Multilateral Enterprises, the broader policy issues that arise in the areas of cross-border direct and portfolio investment. He has also examined issues related to tax administration and micro-economic implications of domestic tax policies and issues related to Fiscal Federalism. His earlier work dealt with the development of international currency markets and the implications for monetary policies and the organisation of financial institutions.
He has made numerous contributions to professional journals, has published a number of books ("The Growth of the Euro-Dollar market", "Local Government Finance: an international perspective"; "A Comparison of Tax Systems in North Africa and Europe") and has been the author of many OECD publications on taxation. A full list of publications can be provided on request.
Dr. Owens' position as Director of the Centre for Tax Policy and Administration at the OECD, his frequent participation in international conferences and business seminars and his high level contacts with representatives from governments and the business community have provided him with a unique international perspective on economic policy issues, on trends in the financing of governments and the implications for the business community. He has also been responsible for organising numerous major conferences and seminars and, over the last five years, has organised many international conferences with major non-member countries in the Asia, NIS and South America regions. In that context, he has forged links between APEC and the OECD and with the United Nations, the Regional Development Banks, the World Bank and the International Monetary Fund.
Dr. Owens has maintained close links with the business and academic communities in which he worked at the beginning of his career.
Anne-Marie Bohan
Partner
Matheson Ormsby Prentice
Anne-Marie is a partner in both the Information Technology Law Group and the Banking and Financial Services Department at Matheson Ormsby Prentice, and is head of our Outsourcing Group. She advises on all aspects of outsourcing, information technology law and e-commerce law, with specific focus on the requirements of financial institutions and financial services providers in these areas.
Anne-Marie has extensive experience in drafting and negotiating contracts for the development, sale, purchase and licensing of hardware, software and IT systems for both suppliers and users of IT within the financial services industry and across a broad range of other industries. She has also acted in some of the largest value and most complex IT and telecommunications systems and services outsourcing contracts, including advising on the largest and highest value financial services outsourcing to date, in Ireland. Anne-Marie’s practice also includes advising a broad range of clients on data protection and privacy issues, including employee data protection issues.
Aidan Walsh
Tax Partner - Financial Services Group
Ernst & Young
Aidan is a Partner in the tax division within Ernst & Young's Financial Services Group. He has over 15 years experience in advising clients on the taxation implications of financial services activities. Aidan is a qualified solicitor, has a diploma in corporate treasury and has completed his ACCA exams. Aidan is a member of the Irish Association of Corporate Treasurers. He is also an associate of the Institute of Taxation in Ireland.
He works closely with clients and colleagues in the world's major financial centres and in many tax advantaged financial centres. He also worked for periods in London and New York.
Publications
Aidan has published and spoken widely on the taxation of financial services in Ireland, tax risk management and other matters. He is one of the co-authors of the leading text book in the area: Taxing Financial Transactions in Ireland published by the Institute of Tax Ireland.
He is also a co-author, with PJ Henehan, of Global Tax Risk Management published by Tottel in the UK in 2007 and has been sold to tax professionals in over 20 countries.
Damon D'Agostino
Chief Sales Officer
CIT Aerospace International
Mr. D’Agostino began his aviation career with AMR Corporation, and has held
management and supervisory positions with small business organizations as well as a
position with the United States Department of the Interior. In 1994, he joined CIT
Aerospace as an Aerospace Analyst, tracking aircraft values, industry trends, and issues
of concern to CIT's aircraft portfolio.
In 1996, Mr. D'Agostino was promoted to a Marketing Officer where his responsibilities
included aircraft sales and leasing. In 1998, shortly after being promoted to Assistant
Vice President, Mr. D’Agostino was awarded the role of Vice President of sales and
leasing for CIT’s commercial aircraft to airlines located in North America and the South
Pacific Region. In his current role, Mr. D'Agostino is responsible for the Global
marketing and sales functions inside of CIT Aerospace's commercial aircraft group,
responsible for a portfolio of approximately US$8 billion. Since 1996 Mr. D’Agostino
has been an active member of the International Society of Transport Aircraft Trading
(ISTAT), serves on a number of non profit and educational boards and is a frequent
speaker at university and industry conferences.
Mr. D'Agostino is a graduate of Embry-Riddle Aeronautical University, where he
received a Bachelor of Science Degree in Aviation Business Administration, with a
concentration in Finance. He also has received an MBA in International Business from
the University of Miami, where he graduated summa cum laude and valedictorian of his
graduating class.
Fernand Grulms
CEO
Luxembourg for Finance
Fernand Grulms is a graduate in finance and econometrics from the University of Liège in
Belgium. He also took courses in actuarial science at the University of Louvain la Neuve and at
Cambridge University (UK).
He worked for several banks in Luxembourg and has an experience in finance of 24 years.
In September 2007, he has been appointed by the Luxembourg Government as CEO of
Luxembourg for Finance. Luxembourg for Finance is an agency which is aimed at enhancing
the development of the Luxembourg financial centre. It is a public private partnership between
the Luxembourg State and the financial sector.
Before this appointment, he was a member of the Executive Committee of the Luxembourg
Bankers Association. From 1999 to 2005, he was managing director of PECOMA, a pension
consulting firm in Luxembourg. He is a certified pension actuary registered with the
Luxembourg social security supervisor IGSS.
Fernand lectured ‘techniques & mathematics of finance’ at the University of Luxembourg from
1987 to 2004.
He is also the founding Chairman of the Economist Club Luxembourg and the author of a
report on the future of the Luxembourg public pension regime.
Andrew Rigby
Partner
Brodies LLP
Andrew Rigby joined Brodies in 2007 and was formerly a partner at Addleshaw Goddard in London. He is recognised particularly for his expertise on large projects for banks and financial institutions, principally in the fields of technology transactions and IT and BPO outsourcing, and appears in the Best of the UK list prepared by Chambers and Partners.
Andrew has been involved in a number of ground breaking and heavily regulated outsourcing deals for clients involved in the Financial Services Sector. He was involved in one of the first Procurement outsourcing deals in the UK valued at US$6 billion, Offshore Outsourcing of Credit Risk and Equity Research deals and some of the first middle office fund management outsourcing transactions involving assets in scope valued at over £160 billion.
Andrew has been viewed as a thought leader in the financial services field for many years and has been consulted by various Governments including the UK Cabinet Office, the Department of Trade and Industry, the Argentinian Government and the Government of the Cayman Islands.
James Cottle
CEO
Airbus Financial Services
First class honours degree in history at Jesus College, University of Cambridge. Cambridge University scholar. Joseph Hodges Choate Memorial Fellow at Harvard University, Graduate School of Arts and Science, Massachusetts, USA 1978-79.
1) Citibank, N.A., London Branch, Graduate trainee Asset Based Finance department in 1979. Appointed Resident Vice President in 1985.
2) Airbus Industrie in Toulouse from 1986 until December 1993 as Senior Director, Customer Finance.
1994-2002 Senior Director, Sales Finance, with Airbus North America Holdings, Inc.
2002-3, Head of Participations and Joint Ventures, Airbus S.A.S.
2003-current, Managing Director of Airbus Financial Services in Dublin (Airbus’ principal financing vehicle).
Also member of executive council of Federation of Aerospace Enterprises in Ireland (FAEI)
Anthony Belchambers
Chief Executive
Futures and Options Association (FOA)
Anthony Belchambers is a barrister and currently Chief Executive of the FOA. Previously he served as General Counsel for the UK Joint Exchanges Committee (JEC) where his responsibilities included co-ordinating exchange activities and lobbying on behalf of the London-based derivatives markets in relation to international, EU and UK regulation and taxation issues. Prior to joining the JEC, he held the position of Company Secretary and General Counsel to the Association of Futures Brokers and Dealers (AFBD), where he played a major role in securing the licensing of the first UK regulatory authority to cover derivatives and drafting the UK regulations for derivatives.
He is also Chair of MiFID Connect, a member of the Court of the Guild of International Bankers (GIB) and a co-founder, in their original forms, of both the Alternative Investment Management Association (AIMA) and the European Parliamentary Financial Services Forum (EPFSF). He initiated the establishment of the UK Parliament's Associate Parliamentary Group on Wholesale Financial Markets and Services and the EU/US Coalition on Financial Regulation.
More generally, he is closely involved with HM Treasury and UK Trade & Investment in developing London's role as a global financial centre and is a regular member of the Lord Mayor's business parties on overseas missions.
To view a copy of the Second EU-US Coalition Report on Financial Regulation please click here
Mike Claffey
Director
Life Strategies
Mike Claffey joined Life Strategies as a director in October 2005.
Prior to joining Life Strategies, Mike worked in AEGON Scottish
Equitable International, and previously for Prudential International
based in Dublin. He started his career in 1990 in Eagle Star.
Mike has spend the last 10 years of his career working for international
life companies operating in a range of markets across Europe.
Throughout this time he has held a range of actuarial and operational
roles, gaining experience of financial reporting, product development,
company start-ups, distribution development, and systems and operational
management. He has also gained detailed experience of fund and
portfolio bond administration, and the associated back office functions.
Mike a Fellow of the Society of Actuaries in Ireland and currently
discharges the role of Appointed Actuary for a range of life companies.
He has an M.Sc in Mathematical Sciences from the National University of
Galway.
Patrick L Young
Chairman
Patrick L Young is a leading expert in all aspects of global market infrastructure and financial centres. He is the author of several books, including the bestselling "Capital Market Revolution", and "New Capital Market Revolution", as well as "The Promiscuous Investor" and "The Exchange Manifesto". He is an active entrepreneur in Eastern Europe and emerging markets.
Young advises on investment in exchanges and financial market infrastructure world-wide, and is a member of the Leaders Programme (top 5 p.c.) of the world's largest research consultancy, Gerson Lehrman Group. He has been involved in advising financial centres world-wide for more than a decade.
Patrick returns to chair the two days of the Global Financial Centres Conference this year. A frequent broadcaster and speaker at industry conferences throughout the world, he has written Op Eds for leading financial newspapers such as AFR, Financial Times and the Wall Street Journal."Patrick L Young is a leading expert in all aspects of global market infrastructure and financial centres. As the author of three books, including the bestselling "Capital Market Revolution", and "New Capital Market Revolution", as well as "The Promiscuous Investor" and "The Exchange Manifesto".
See Patrick's summary of the conference at: http://www.financialcentresinternational.com/conference/2009-01/video.php