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Banking and Capital Markets, Insurance, Investment and Asset Management, Finance, Innovation, Government/Foreign Direct Investment

European Financial Forum 2016

Building the Future of European Financial Services

Dublin |
Speakers include:
Philip Lane

Philip Lane

Central Bank of Ireland

Colm  Kelleher

Colm Kelleher

Morgan Stanley

Andrew Bailey

Andrew Bailey

Bank of England

Overview

On 27 January 2016, the Financial Times in partnership with IDA Ireland presented the inaugural European Financial Forum, bringing together over 600 international and Irish industry leaders, policy makers, regulators and experts to explore the disruptive forces that are shaping the financial sector into the future and discuss where opportunities lie. Catch-up on selected keynote addresses and panel sessions from the forum below.

These are crucial times for financial institutions. A volatile economic environment, disruptive innovations, new entrants to the market place and a changing regulatory landscape are all transforming traditional business models and creating a new playing field in the industry.

As fintech innovations, peer-to-peer lending and big data open the door to new entrants and stimulate greater competition, disruptors are creating alternative modes of finance and shaking up the sector. At the same time, incumbent players are rethinking their business models to remain relevant to a new generation of clients while satisfying the requirements of regulators, shareholders and investors.

How are banks and other traditional players navigating this transformed landscape? Are they ready to embrace change and adapt? What are key challenges and opportunities that the new digital age brings? What are the possible macroeconomic and regulatory scenarios and how are they likely to impact financial services in Europe?

fallback
fallback Add to my Calendar 01/27/2016 08:00:0001/27/2016 18:30:00trueEuropean Financial Forum 2016On 27 January 2016, the Financial Times in partnership with IDA Ireland presented the inaugural European Financial Forum, bringing together over 600 international and Irish industry leaders, policy makers, regulators and experts to explore the disruptive forces that are shaping the financial sector into the future and discuss where opportunities lie. Catch-up on selected keynote addresses and panel sessions from the forum below.These are crucial times for financial institutions. A volatile economic environment, disruptive innovations, new entrants to the market place and a changing regulatory landscape are all transforming traditional business models and creating a new playing field in the industry.As fintech innovations, peer-to-peer lending and big data open the door to new entrants and stimulate greater competition, disruptors are creating alternative modes of finance and shaking up the sector. At the same time, incumbent players are rethinking their business models to remain relevant to a new generation of clients while satisfying the requirements of regulators, shareholders and investors.How are banks and other traditional players navigating this transformed landscape? Are they ready to embrace change and adapt? What are key challenges and opportunities that the new digital age brings? What are the possible macroeconomic and regulatory scenarios and how are they likely to impact financial services in Europe?European-Financial-Forum-20166e332ec1aeaa5c36b4b30153a3995807MM/DD/YYYY

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Agenda - 27th Jan

  • 8:00am
    Registration and breakfast
  • 9:00am
    Welcome Remarks

    Martin Shanahan, CEO, IDA Ireland

    Chair's Opening Remarks

    Patrick Jenkins, Financial Editor, Financial Times

  • 9:05am
    Introductory Remarks

    Simon Harris TD, Minister of State, Departments of Finance, Public Expenditure & Reform, and the Department of the Taoiseach

  • 9:10am
    Welcome from Taoiseach

    Enda Kenny T.D., Prime Minister, Republic of Ireland

  • 9:25am
    Opening Keynote Addresses

    The Future of the European Financial System: A Macro-Financial View

    Philip Lane, Governor, Central Bank of Ireland

    Post Crisis Reforms:  The Lessons of Balance Sheets

    Andrew Bailey, Deputy Governor, Bank of England (BoE) and Chief Executive Officer, Prudential Regulation Authority (PRA)

    Interviewed by:
    Patrick Jenkins, Financial Editor, Financial Times

  • 10:10am
    Networking Break
  • 10:30am
    Panel Discussion: Financial Services in a Changing Macroeconomic and Business Climate

    Financial services strategies and business models are changing to respond to challenging macroeconomic conditions, a squeeze in margins, an increase in competition and a more complex tax and regulatory environment.

    • What is the outlook for the global economy and its implications for the sector?
    • What are the prospects for financial services for 2016 and beyond?
    • Where are the opportunities for global, regional and local players?
    • How are disruptors - including telcos, tech start-ups and retailers – changing the face of the industry?
    • What can traditional players learn from the new entrants?

    Colm Kelleher, President, Morgan Stanley

    Timothy P. O’ Hara, CEO, Global Markets, Credit Suisse and President & CEO, Credit Suisse Holdings (USA)

    Moderated by:
    Patrick Jenkins, Financial Editor, Financial Times

  • 11:30am
    Panel Discussion: Evolving Regulation: How is it shaping Financial Services?

    As financial institutions start a new year, a myriad of regulatory requirements continue to impact their structure, profitability and shape their business models. From the tightening of capital and liquidity requirements, to resolution reform, regulators are increasingly demanding more from banks and other financial institutions in the drive to ensure robust banks and transparent financial markets. The session will examine recent initiatives, discussing, among other key topics, the consequences of a more fragmented regulation and different supervisory models on cross-border institutions. Focus will also be placed on the latest international tax developments.

    Brian Daly, Partner, KPMG

    Richard Hopkin, Managing Director, Head of Fixed Income, Capital Markets, Association for Financial Markets in Europe (AFME)

    Sharyn O'Halloran, George Blumenthal Professor of Political Economy and Professor of International and Public Affairs, Senior Vice Dean and Chief Academic Officer School of Professional Studies, Chair, University Senate, Columbia University

    Christian Thimann, Group Head of Strategy, Sustainability & Public Affairs, Member of the Executive Committee, AXA

    Isabelle Vaillant, Director of Regulation, European Banking Authority

    Moderated by:
    Laura Noonan, CFA, Investment Banking Correspondent, Financial Times

  • 12:30pm
    Lunch
  • 1:45pm
    Panel Discussion: Digital Disruption: Innovative Technologies, New Players and Transformed Business Models

    Block chain, robo-advisors, new payment platforms, the internet of things, mobile and crypto-currencies are some of the technologies transforming the financial sector. In this session, expert speakers will discuss how new digital technologies are being used to improve profitability and restructure operations. How are these technologies shaping the future of the industry? In which key ways are they impacting customer relationship management, new product development and establishing new rules of competition?

    Giles Andrews, Co-Founder and Chairman, Zopa

    Professor Michael Mainelli, Executive Chairman, Z/Yen Group

    Antonio Queiroz, Global Head, Hellobank and eMIB Transformation Program, BNP Paribas

    Jonathon Traer-Clark, Head of Strategy, Global Transaction Services, Bank of America Merrill Lynch

    Moderated by:
    Laura Noonan, CFA, Investment Banking Correspondent, Financial Times

  • 2:35pm
    Focused Session: Focus on Investment Funds

    This session will provide a unique opportunity for senior players in the investment funds industry to share their views on a broad range of issues impacting the future of the sector. Speakers will discuss, among other key topics, the changing role of funds and asset management in financing the real economy. The discussion will also be centered on the growth opportunities and challenges that funds/asset management face as they take center stage propelled by demographic and market changes.

    Douglas Dachille, Executive Vice President and Chief Investment Officer, AIG

    Susan Dargan, Executive Vice President, Head of Global Services Offshore, State Street International

    Mick Swift, Deputy Chief Executive Officer & Research Director, Abbey Capital Limited

    Moderated by:
    Laura Noonan, CFA, Investment Banking Correspondent, Financial Times

  • 3:15pm
    Networking Break
  • 3:35pm
    Focus on Insurance

    On-stage Interview: Insurance in the Digital Era

    Marty Lippert, Executive Vice President, Global Technology & Operations, MetLife, Inc.

    Interviewed by:
    Patrick Jenkins, Financial Editor, Financial Times

  • 4:05pm
    Focus on FinTech and Payments

    The global payments industry is undergoing rapid change as a new array of fintech solutions – including instant payments, e-wallets and cryptocurrencies –are profoundly altering when, how and where payments are made. Our expert speakers will delve deeply into the role-growing capabilities and influence of fintech in shaping the payments sector. They will also discuss the most innovative solutions that have emerged over the last few years.

    • What is next for digital currency-based solutions?
    • What is their potential in terms of settlement mechanisms and exchange of value?
    • What opportunities and support does Ireland offer for fintech start-ups and innovators?
    • How does the Irish ecosystem for fintech innovation compare to those of other locations?
    • What does the future hold for fintech?

    Colm Lyon, CEO and Founder, Fire Financial Services and Chairman, Fintech & Payments Association of Ireland

    David McHenry, Head Global Treasury and Payment Sales, Silicon Valley Bank

    Anthony Watson, President & Chief Executive Officer, Uphold

    Moderated by:
    Patrick Jenkins, Financial Editor, Financial Times

  • 4:45pm
    Closing Ministerial Address: Role of Government in Driving Growth in Global Financial Services - The Prism of Ireland's IFS2020 Strategy

    Simon Harris T.D., Minister of State, Departments of Finance, Public Expenditure & Reform, and the Department of the Taoiseach, Republic of Ireland

    Interviewed by:
    Patrick Jenkins, Financial Editor, Financial Times

  • 5:15pm
    Chair Summation and Closing Remarks

    Patrick Jenkins, Financial Editor, Financial Times

  • 5:45pm
    Post-event Networking

Speakers (22)

Philip Lane

Philip Lane

Governor
Central Bank of Ireland

Philip R. Lane is the 11th Governor of the Central Bank of Ireland, taking office on 26 November 2015.

During 1997-2015, he was on the academic staff at Trinity College Dublin and he remains affiliated with the university as Whately Professor of Political Economy (on leave). Prior to joining the central bank, he also chaired the Advisory Scientific Committee of the European Systemic Risk Board and was Director of the International Macroeconomics and Finance Programme at the Centre for Economic Policy Research (CEPR).

In 2001, he was the inaugural recipient of the German Bernacer Award in Monetary Economics for outstanding contributions to European monetary economics; in 2010, he was co-recipient of the Bhagwati Prize from the Journal of International Economics. He has also acted as an academic consultant for the European Central Bank, European Commission, International Monetary Fund, World Bank, OECD, Asian Development Bank and a number of national central banks. He is a former managing editor of Economic Policy.

Colm  Kelleher

Colm Kelleher

President
Morgan Stanley

Colm Kelleher is President of Morgan Stanley, a leading global financial services firm. 

Between October 2007 and December 2009, Mr. Kelleher was the Firm’s Chief Financial Officer and Co-Head of Corporate Strategy.  Previously he was Head of Global Capital Markets, a position he held from February 2006 to October 2007.  He joined Morgan Stanley in 1989 and was elected Managing Director in 1996.

Mr. Kelleher graduated with an MA degree in History from Oxford University and qualified as a Chartered Accountant at Arthur Andersen & Co.  He is a Fellow of the Institute of Chartered Accountants, serves on the board of Americans for Oxford and is also a member of Oxford Vice-Chancellor’s Circle, TheCityUK Advisory Council and the British Museum Advisory Board.

Andrew Bailey

Andrew Bailey

CEO, Prudential Regulation Authority and Deputy Governor
Bank of England

Andrew Bailey assumed the role of Deputy Governor for Prudential Regulation and Chief Executive Officer of the Prudential Regulation Authority (PRA) on 1 April 2013. As Deputy Governor for Prudential Regulation and CEO of the PRA, Andrew Bailey is also a member of the Bank’s Court of Directors, the PRA Board, the Financial Policy Committee, and the Board of the Financial Conduct Authority.

While retaining his role as Executive Director of the Bank, Mr Bailey joined the Financial Services Authority in April 2011 as Deputy Head of the Prudential Business Unit and Director of UK Banks and Building Societies. In July 2012, he became Managing Director of the Prudential Business Unit, with responsibility for the prudential supervision of banks, investment banks and insurance companies. Mr Bailey was appointed as a voting member of the interim Financial Policy Committee at its June 2012 meeting.

Previously, Mr Bailey has worked at the Bank in a number of areas, most recently as Executive Director for Banking Services and Chief Cashier, as well as Head of the Bank's Special Resolution Unit (SRU). Previous roles include Governor's Private Secretary, and Head of the International Economic Analysis Division in Monetary Analysis.

Simon  Harris TD

Simon Harris TD

Minister of State
Departments of Finance, Public Expenditure & Reform, and the Department of the Taoiseach

Simon Harris TD is Minister of State at the Departments of Finance, Public Expenditure & Reform, and the Department of the Taoiseach (Prime Minister). Across this broad brief he has special responsibility for International Financial Services, Public Procurement and the Office of Public Works.

First elected to the Irish Parliament at the last election of 2011 he has served on the Parliamentary Committee on Finance, Public Expenditure & Reform, its Public Accounts Committee, and was Convenor of the Cross-Party Group on Mental Health.

He is the Irish representative on the Ecofin Budget Council, and alternate for the Minister for Finance at Eurogroup and Ecofin meetings. He is a member of the Irish Cabinet sub-committees on Economic Recovery & Jobs and Public Sector Reform & Social Policy.

Minister Harris is responsible for the ongoing development and implementation of the Government’s recently published International Financial Services Strategy, IFS2020, and chairs meetings of the associated Public Sector High-Level Implementation Committee and Industry Advisory Group.

Isabelle  Vaillant

Isabelle Vaillant

Director of Regulation
European Banking Authority

Ms Isabelle Vaillant was appointed as Director of Department Regulations at the European Banking Authority (EBA) where she took office on 1 October, 2011. Before that date, she was Head inspector for on-site examinations at the French Financial Markets Authority. Ms Vaillant was on secondment from the Banque de France where she spent most of her career holding several positions including Deputy Director of the European and International Relations Directorate (2007-2010), Head of the Large International Credit Institutions Supervisory Department (2005-2006), Head of the International Regulation Department (2001-2005), Head of the European Regulation Division (1996-2005), etc.

 

Ms Vaillant graduated from the Institut d’Etudes Politiques de Paris (Sciences Po - Paris Institute of Political Studies) and completed a postgraduate MSc in Economics and Econometrics at the Nanterre University Paris X. She published several research papers in English and French on different topics including Foreign currency risk in Eastern European banking sector(2009); How to efficiently reconcile FSAPS and article IV (2008); Emergency Liquidity Assistance and the backing of supervisory function by central banks (2001); Banks’ preparation for the Euro (1998); Banking crisis, resolution or liquidation (1996, Revue Banque et Stratégie), etc.

Timothy P. O'Hara

Timothy P. O'Hara

CEO Global Markets Division, Credit Suisse and President & CEO
Credit Suisse (USA)

Timothy P. O'Hara is a Managing Director and CEO of the Global Markets division at Credit Suisse. He is also President and CEO of the bank's US entities including Credit Suisse Holdings (USA), Inc (future Intermediate Holding Company), and is a member of the Executive Board of Credit Suisse. 

Mr O’Hara has responsibility for the bank's combined Equities and Fixed income businesses which includes Cash Equities, Prime Services, Securitized Products, Emerging Markets, Equity Derivatives, Credit Products, Macro Products and Securities Research.

Mr O’Hara is a member of the bank's Global Investment Bank Operating Committee, Global Markets Management Committee, Corporate Bank Oversight Committee and the IB Risk Management Committee.

Mr O’Hara serves as the Credit Suisse representative on the board of directors of the Securities Industry and Financial Markets Association ("SIFMA") where he is on the Executive Committee. He is also a member of the Board of Trustees of the Credit Suisse Americas Foundation, the bank's philanthropic arm in the region.

Mr O’Hara joined Credit Suisse in 1986 and has held a number of senior positions, including Global Head of Equities, Co-Head of Global Securities, Head of the Fixed Income Department - North America, and Head of Global Credit Products.

Mr O’Hara received his BA in Economics from the University of Virginia and his MBA in Finance from the Wharton School at the University of Pennsylvania.

Mr O’Hara is active in several charitable and philanthropic activities. He is a member of the Board of Trustees for the University of Virginia College Foundation, and the Board of Directors of Project Morry, a youth mentoring and development organization.

Martin Shanahan

Martin Shanahan

CEO
IDA Ireland

Martin Shanahan is CEO of IDA Ireland. IDA (Industrial Development Agency) is Ireland’s inward investment promotion agency responsible for the attraction and development of foreign investment in Ireland. Mr Shanahan took up this position in September 2014. Prior to this, Mr Shanahan was Chief Executive of Forfás – Ireland’s policy advisory board for enterprise, trade, science, technology and innovation. Mr Shanahan has been at the forefront of the development of enterprise and innovation policy in Ireland for many years including leading the development of the Government’s Action Plan for Jobs 2011-2014.

Mr Shanahan is a board member of IDA Ireland and Chair of its Investment Committee. He is also a member of the National Competitiveness Council. He has previously been a member of the Management Advisory Committee of the Department of Jobs, Enterprise, and Innovation, the Advisory Council for Science, Technology and Innovation, and Ireland’s Expert Group on Future Skills Needs.

Mr Shanahan holds an MRes (Educational Research) from Lancaster University, a MSc and HDip from Dublin Institute of Technology and a BSc (Mgmt) from University of Dublin, Trinity College. He has undertaken executive education in economics at Oxford University and in innovation for economic development at the Kennedy School of Government in Harvard

Jonathon  Traer-Clark

Jonathon Traer-Clark

Head of Strategy, Global Transaction Services
Bank of America Merrill Lynch

Jonathon Traer-Clark is Head of Strategy for Global Transaction Services (GTS). In this role, he leads a team that is responsible for the core goals and alignment of the segments, products and regions to a common strategy and set of metrics. He and his team are also accountable for understanding transaction banking market dynamics and consequently, the positioning of the GTS business.

 

Mr Traer-Clark joined Bank of America Merrill Lynch in 2014 as a treasury practitioner advising senior executives of the company’s clients, and sharing his knowledge and expertise to help develop corporate treasury strategies, craft strategic and tactical solutions and provide guidance on best practice.

 

In a career spanning more than 20 years, Mr Traer-Clark has developed a wide portfolio of general management skills covering finance, sales, business development and consultancy. Prior to joining Bank of America Merrill Lynch, he worked for Oracle as head of EMEA Sales, Financial Services Software. Previous roles include working at Hewlett Packard as EMEA treasurer where he sat on their EMEA Finance Leadership board.

 

Mr Traer-Clark holds a Master of Science degree from the University of Northampton Business School.

 

Antonio   Queiroz

Antonio Queiroz

Global Head, Hellobank and eMIB Transformation Program
BNP Paribas

Antonio Queiroz has been since May 2015 in charge of Hellobank and of eMIB, a Program to define and roll-out the future distribution model of BNP Paribas

He was been the CIO of Consorsbank between 2013 and 2015, and Deputy CIO of BNP Paribas Personal Investors – Cortal Consors since October 2013.

Mr Queiroz started his career in BNP Paribas Personal Investors as Manager Business Center Internet and Mobile. He then moved into the digital banking domain, where he worked as Head of New Markets and Digital Integration.

In 2013 Mr Queiroz became a member of BNP Paribas Personal Investors Executive Committee. In his role he is in charge of IT Development, Architecture, Methods and Quality, Test and Release Management, German IT and Business Engineering.

Christian  Thimann

Christian Thimann

Group Head of Strategy, Sustainability & Public Affairs, Member of the Executive Committee
AXA

Christian Thimann is a Member of the Executive Committee of AXA and Group Head of Strategy, Sustainability and Public Affairs. In this position, he is coordinating the AXA’s global strategy and AXA’s positions, vision and actions on all social and public policy issues relevant for the insurance sector.

He is also an External Member of the French Council of Economic Advisors and an Affiliated Professor at the Paris School of Economics.

Previously Mr Thimann held senior positions at the European Central Bank (ECB), including Director General and Advisor to the President from 2008 to 2013.

He also served on the staff at the International Monetary Fund in Washington, DC.

Mr Thimann holds a Master’s degree from the London School of Economics and Political Science (LSE) and a Ph.D. from Ludwig-Maximilians Universität München.

Marty Lippert

Marty Lippert

Executive Vice President, Global Technology & Operations
MetLife Inc.

Marty Lippert is Executive Vice President and Head of Global Technology and Operations for MetLife, Inc. He was named to this position in September 2011. In this role, he also oversees global customer call centers and global support services, including global real estate, global corporate security, and global innovation.

Prior to joining MetLife, Mr Lippert served as Chief Operations and Technology Officer for Citigroup, where he drove change across a new, centralised global technology and operations division. In this role, he was responsible for a global organization with over 150,000 employees and a budget in excess of $21 billion encompassing technology infrastructure, application development, business operations, real estate, procurement and shared services.

Previously, Mr Lippert was vice chairman and group head of global technology and operations for Royal Bank of Canada (RBC), the fourth-largest financial institution in North America. Mr Lippert had global responsibility for the strategic direction and effective integration of technology and operations for all of RBC’s products, service delivery and support services. While at RBC, he served as chairman and CEO of Royal Trust Corporation, chairman of RBC Dexia Trust Corporation and Moneris Solutions, and a member of the board of directors for RBC Insurance. He also had oversight of RBC Ventures, a $500 million technology venture fund.

Mr Lippert began his career in the information technology department of Mellon Bank, where he spent 16 years in progressively responsible positions including chief financial officer of the technology division, culminating in his being named executive vice president for information management and research.

Mr Lippert was a Special Advisor to the board of Freddie Mac during the financial crisis, and has sat on the board of advisors of the IBM Corporation and Sun Microsystems. He served as chairman of the board for AOL Canada, and was a member of the board of directors for Trillium Health System, one of Canada’s largest health care providers.

Mr Lippert has been recognised by American Banker as the top technology executive in North America on multiple occasions and Business 2.0 ranked him as one of the top 10 technology executives globally. He was also awarded the Peter J. Kight Lifetime Achievement Award for innovation in banking.

Mr Lippert holds a Bachelor’s degree from the University of Pittsburgh.

Giles Andrews

Giles Andrews

Chairman
Zopa

Giles Andrews is the Chairman of Zopa, the world’s first and Europe’s leading P2P lending business, which is currently enjoying growth of over 100% year on year.  Zopa has now lent more than £500m and reached over 1% market share in UK personal loans.  It has also been voted ’Most Trusted Personal Loan Provider’ in the Moneywise Customer Awards for the past 4 years in a row and won Moneyfacts’ ‘Best Personal Loan Provider’ and ‘Best Customer Service’ awards in 2014.  In January 2014 Zopa raised £15m growth equity from Arrowgrass Capital Partners.  Mr Andrews spent the first ten years of his career pursuing all things automotive.  This included co-founding Caverdale in 1992, a start-up taken to a £250m revenue motor retailer and sold in 1997.  After an MBA at INSEAD he ran his own consultancy business whose clients included Tesco and Tesco Personal Finance and which also provided start-up advice and early stage funding for new businesses, until co-founding Zopa in 2004.

Michael  Mainelli

Michael Mainelli

Co-Founder
Z/Yen

A qualified accountant, securities professional, computer specialist, and management consultant, educated at Harvard University and Trinity College Dublin, Mr Mainelli gained his PhD at London School of Economics where he was also a Visiting Professor.  After a career as a research scientist in aerospace & cartography, then accountancy-firm partner and director of Ministry of Defence research, in 1994 he co-founded Z/Yen, the City of London’s leading think-tank, to promote societal advance through better finance and technology.  His clients include banks, exchanges, insurers, policy makers, governments, technology and scientific firms.  He and Z/Yen created the renowned Global Financial Centres Index, as well as Taylor Wessing’s Global Intellectual Property Index and the Institute of Directors’ Good Governance Index.

Brian  Daly

Brian Daly

Partner
KPMG

Brian Daly is a Tax Partner in the Financial Services Group in Dublin. He is a member of KPMG’s Global FS Tax Leadership Team and is the Leader of KPMG’s Global Insurance Tax Network. Mr Daly has been a Partner in KPMG since 1996 and in his career has worked in the tax area with KPMG in Dublin and Toronto. He acts for a large number of banking, insurance and leasing clients. In particular he has extensive experience in advising on international and Irish taxation matters and on capital markets transactions and acquisitions and disposals in the Financial Services Industry.

Mr Daly is a member of the Taoiseach’s Industry Advisory Committee which advises the Government on the development of the international financial services industry in Ireland. Mr Daly looks after taxation issues on the Committee. He is a Board member of the British Irish Chamber of Commerce. He has written extensively on taxation matters and lectured in Ireland and overseas on Irish and international tax

Susan Dargan

Susan Dargan

Executive Vice President, Head of Global Services Offshore
State Street International (Ireland)

                          

Susan Dargan is an Executive Vice President and Head of State Street Global Services Offshore. She is responsible for the day-to-day management and future development of the offshore and Alternative Investment Services (AIS) businesses across EMEA as well as overseeing the IFDS joint venture in Dublin and Luxembourg. Ms Dargan is a member of the EMEA Management Committee.  

Prior to this appointment, Ms Dargan served as head of State Street Global Services in Ireland. She was also responsible for State Street’s traditional fund servicing business in the Channel Islands.

Ms Dargan joined State Street International (Ireland) Limited in 2003 as Head of Investment Services.

Between 1991 and 2003, Ms Dargan held a number of executive positions with Bank of Ireland Securities Services Limited, including Director of Bank of Ireland Securities Services. Prior to this, she worked in the UK with Mitsubishi Bank and Northern Trust Company, and in Ireland with Allied Irish Banks.

Ms Dargan is a Director of State Street International (Ireland) Limited, State Street Fund Services (Ireland) Limited and IFDS Ireland. She has also been a Director of the Institutional Money Market Fund Association (IMMFA) since 2008 where she chairs the operations committee and has been actively involved in the regulatory debate in relation to shadow banking and money market funds. She is Chairperson of Financial Services Ireland, the representative body for international and domestic financial services companies in Ireland and is a director of the National College of Ireland’s Early Learning Initiative.

Douglas  Dachille

Douglas Dachille

Executive Vice President and Chief Investment Officer
AIG

Doug Dachille was named Executive Vice President and Chief Investment Officer of AIG in July 2015. Previously Mr Dachille served as CEO of First Principles Capital Management LLC, a privately held investment management firm which has been acquired by AIG and will operate as a wholly-owned subsidiary.

Mr Dachille is a proven leader in financial services and investments, with more than 25 years of experience in creating asset management solutions and has a deep understanding of client liabilities. Prior to co-founding First Principles, Mr Dachille was President and Chief Operating Officer of Zurich Capital Markets, an integrated alternative investment asset management and structured product subsidiary of Zurich Financial Services. He began his career at JPMorgan Chase & Co., where he served as Global Head of Proprietary Trading and co-Treasurer, and built the hybrid derivatives business.

Mr Dachille earned his Bachelor of Science degree in a special joint program through Union University and Albany Medical College, and later was a Pew Scholar in Medicine, Arts, and Social Sciences at the University of Chicago.

Colm Lyon

Colm Lyon

CEO and Founder, Fire Financial Services, Founder and Former CEO, Realex Payments and Chairman,
Fintech & Payments Association of Ireland

Colm Lyon is the founder and CEO of Fire Financial Services Limited and also founder and former CEO of Realex Payments. Mr Lyon started Realex Payments in in 2000 and led the business to a leading position as a one of Europe’s largest and most successful online payments businesses, processing in excess of €28 Billion per annum for 12,500 online retailers. In March 2015 Realex Payments was acquired by Global Payments in a deal valued at €115m.

 

In 2009, Mr Lyon founded Fire Financial Services Limited - regulated as a European Payments Institution – with a mission to transform banking services by launching a new payment account. Fire provides business and personal customers with accounts that are easy and quick to open. It supports credit transfers in/out in euro and sterling. Business customers and partners have access to an API to provide a deeply integrated experience. Fire is regarded as highly innovative and one of the new generation fintech providers. To date the business has launched a mobile payments service, called Pay with Fire and a Fire Account for businesses (beta).

 

Mr Lyon has worked in financial services related businesses for thirty years, starting with fourteen years in the banking sector. He is a regular speaker at payments and internet industry events across Europe and frequently commentates for press as a payments expert and visionary about the future of money.  He has participated in and established several business associations. In June 2015, Mr Lyon was appointed to the International Financial Services Industry Advisory Group as part of the Irish Government’s IFS 2020 Strategy, where he contributes to the action plan to create an additional 10,000 jobs. In September 2015, he was a Founding Director and appointed Chairman for the Fintech and Payments Association of Ireland, a new organisation that aims to support and market Ireland as a global leader in Fintech and Payments.

 

Mr Lyon is a graduate of University College Dublin with a Bachelor of Commerce and a Master of Management Science Degree. Over the past few years he has spent further time in Harvard and Stanford Business School with the Leadership 4 Growth programme.

Sharyn O'Halloran

Sharyn O'Halloran

George Blumenthal Professor of Political Economy and Professor of International and Public Affairs, Senior Vice Dean and Chief Academic Officer, School of Professional Studies, Chair, University Senate
Columbia University

 Sharyn O'Halloran is the George Blumenthal Professor of Political Economy and Professor of International and Public Affairs at Columbia University, where she serves as the Senior Vice Dean and Chief Academic Officer of the School of Professional Studies. A political scientist and economist by training, Dr O’Halloran has written extensively on the political economy of international trade and finance, regulation and institutional reform, economic growth and democratic transitions, and the political representation of minorities. She served as an advisor to the Mexican Department of Commerce, International Trade Division, during the NAFTA negotiations, and advised the Turkish Government on the impact of democratisation and economic development on political stability. She has also consulted with the World Bank’s International Finance Group and its Regulation and Competition Policy Group. Dr O’Halloran obtained her BA. in Economics and Political Science from University of California San Diego, from which she also received her MA. and PhD.

Anthony Watson

Anthony Watson

President & Chief Executive Officer
Uphold

Anthony Watson serves as Uphold’s President & Chief Executive Officer. Prior to joining Uphold, Mr Watson was the Chief Information Officer of Nike, Inc. where, as a member of Nike’s executive committee he had company-wide strategic and operational responsibility for leading and delivering technology for the world's largest sportswear and sports apparel brand, globally. Previously, Mr Watson was Managing Director & Chief Information Officer of Europe Middle East Retail & Business Banking (EMERBB) and of Global Operations at Barclays Bank. In addition he served as Chair of the EMERBB Operating Committee. Before Barclays, Mr Watson was a member of the Wells Fargo Bank International Executive Committee and was Senior Vice President & Global Head of Technology Services at Wells Fargo & Co, where he led the technology division of the bank across 44 countries.

Mr Watson is an Independent Non-Executive Director, Member of the Board and Chair of the Audit Committee of Digital Global Services, a public company listed on the London Stock Exchange.

Mr Watson also serves as a member of the National Board of Directors, Treasurer and Chair of the Finance Committee of GLAAD. GLAAD, which is based in the United States (US), is the largest LGBT (Lesbian, Gay, Bisexual & Transgender) media rights advocacy organization in the world. He is also a Patron of Diversity Role Models, the LGBT education and anti-homophobic bullying charity based in the United Kingdom (UK), an Ambassador for the Amy Winehouse Foundation, a charity created to prevent the effects of drug and alcohol misuse and to inspire vulnerable and disadvantaged young people, from all walks of life, to reach their full potential. And he serves as Chair & Head Judge of the European Diversity Awards, Europe’s largest awards ceremony, which recognizes and celebrates individuals, organizations and companies from across Europe, that make a difference in the field of diversity and inclusion.

David McHenry

David McHenry

Head Global Treasury and Payment Sales
Silicon Valley Bank

David McHenry is the Head of Global Treasury & Payment Sales – UK for Silicon Valley Bank (SVB) in London, where he currently leads a team of advisors addressing client domestic cash management and global treasury needs. Mr McHenry has 15 years of experience working with technology companies, government entities and financial institutions to design and implement treasury and payment solutions.

Prior to relocating to the UK, Mr McHenry worked in a cross-functional capacity as part of the Global Treasury, Fintech Relationship and Payment Strategy teams at SVB in San Francisco. In this role, Mr McHenry focused on supporting SVB’s efforts to assist and design banking solutions to enable startups to enhance and disrupt the worlds of finance and payments. 

Mr McHenry started his career at M&I Marshall & Ilsley Bank (now part of BMO Harris) where he developed and grew the Correspondent Treasury Management Sales Team that focused on wholesale payment integrations with financial institutions across the US. After M&I, David spent time at KeyBank leading their Correspondent and Government/Public Sector Treasury efforts in the Rocky Mountain and Pacific Northwest regions. Mr McHenry graduated with a Bachelor of Science in Finance from the University of Wisconsin – La Crosse and holds the Certified Treasury Professional (CTP) designation from the Association of Financial Professionals.

Richard Hopkin

Richard Hopkin

Managing Director, Head of Fixed Income
Association for Financial Markets in Europe (AFME)

Richard Hopkin is Head of Fixed Income and a managing director in the Securitisation Division. He joined AFME in June 2010 after a 25 year career in the law and finance during which he held leadership positions at J.P. Morgan, Deutsche Bank and Société Générale. He has originated, structured and distributed securitisations funding the real economy through a wide variety of asset classes including mortgages, credit cards, auto, consumer and SME loans, from across Europe, Australia and the US. Born and brought up in Wales, Richard read law at Cambridge University and qualified as a solicitor with leading international law firm Clifford Chance.

Mick Swift

Mick Swift

Deputy Chief Executive Officer & Research Director
Abbey Capital Limited

Mick Swift is the Deputy Chief Executive Officer & Research Director at Abbey Capital Limited, the Dublin-based alternative investment specialist. Mr Swift is a member of Abbey Capital's Board of Directors and Investment Committee, and is a Principal of the firm. As Research Director, he manages and oversees Abbey Capital's research and risk management processes as well as portfolio construction.

Mr Swift joined Abbey Capital in 2002 after fifteen years as a trader and manager of trading teams. Prior to joining Abbey Capital, Mr Swift was a Director at Allied Irish Capital Management (AICM), a Dublin based CTA from 1998 to 2002. Previously, Mr Swift was the Head of Foreign Exchange and European Interest Rate Trading at Bank of Ireland in Dublin from 1997 to 1998.

Mr Swift was also Treasurer and EVP at Bank of Ireland’s New York Branch, where he ran the trading and sales operation from 1994 to 1997. He initially joined the Treasury Division of Bank of Ireland in 1984 where he traded Foreign Exchange and Interest Rate Markets on a proprietary basis. In 1992, he became Head of Interest Rate trading at the bank.

Mr Swift graduated with a Bachelors Degree in Commerce from University College Galway and holds an ACMA qualification.

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Chair and Moderator (2)

Patrick Jenkins

Patrick Jenkins

Financial Editor
Financial Times

Patrick Jenkins has been Financial Editor and Assistant Editor at the Financial Times since January 2014. In this role, Mr Jenkins shapes the FT’s overall financial coverage, with a focus on financial services and investment. He works closely with the editors of Markets, Lex, FT Money, FTfm and the financial services team. Mr Jenkins contributes to leader writing and comment, while continuing to write for the Inside Finance column. Previously, Mr Jenkins was Banking Editor since 2009, leading the 10-strong global financial services reporting team. Prior to this post he was Companies Editor and
Assistant Editor, and before that he was the Editor of international company news. Mr Jenkins joined the FT Group in 1996 as Editor of the newsletter FT world insurance report, before becoming UK companies reporter in 2000. Prior to taking up the post as International Company News Editor, Mr Jenkins spent four years in Germany as Frankfurt Correspondent for the FT.

Laura Noonan

Laura Noonan

Investment Banking Correspondent
Financial Times

Laura Noonan is the FT’s Investment Banking Correspondent, where she writes on  some of the world’s biggest banks and on industry trends. Before joining the FT  in 2015, Ms Noonan covered European banking for Reuters, and the Irish banking crisis for the Irish Independent.  She is also a CFA charterholder.

Who Attends?

The European Financial Forum is an event designed to meet the needs of senior decision-makers and professionals working in the following areas:

  • Banking
  • Insurance
  • Institutional Investment
  • Asset Management
  • Financial Regulation
  • Economic Research or Policy
  • FinTech

Within these areas limited places are available, free of charge, to the following professionals:

  • CEO / Chairman / Founder
  • Chief Financial Officer / Chief Investment Officer / Chief Operating Officer / Chief Counsel
  • Chief Economist / Head of Economic Research or Policy
  • Chief Technology Officer / Chief Information Officer
  • Heads/Directors/VPs of Compliance or Regulation
  • Heads/Directors/VPs of Strategy or Innovation
  • Heads/Directors/VPs of Corporate Affairs or Treasury
  • Heads/Directors of Global Markets

If you match this profile please register your interest here and we will get back to you regarding your attendance within 5 business days.

Confirmed delegates for the event include:

A&L Goodbody|Aareal Bank AG Dublin Branch|Abbey International Finance|ABC Arbitrage|Abundance Investment|Accenture|ACE Bermuda International|Achta|
ACI FMA Ireland|Aegon Ireland|AEI Consulting|AIB|AIG|Alder Capital|Allianz Worldwide Care|Allied Irish Bank|Alter Domus|ANIMA Asset Management|
Antarctica Foundation|Anthemis|Aon|Apex|Applied AI|AquaQ Analytics|Arab National Bank|Aresbank|Arum|Asia Matters|
Association of Compliance Officers in Ireland|AvantCard|Aviva|Avolon|AXA Investment Management UK|AXA Life Invest|Banco Santander|
Bank Of America Merrill Lynch|Bank of Ireland|Bank of Montreal Ireland|Bank of N.T. Butterfield & Son Limited|Bank Zachodni WBK|Bankhawk Analytics|
Banking & Payments Federation Ireland|Barclays|Bay Capital|BCG|BearingPoint|Belfius Bank|Berkeley Research Group|BlackRock Investment|BMO Capital Markets|
BNP Paribas|BNY Mellon|Borro|BrandCreate Ltd|Brandes|British Irish Chamber of Commerce|Brown Brothers Harriman|Bynk|Cafico International|Calastone|
Canada Life|Capita Asset Services|Cardano Development|Cashbook Software|Cedarhill Financial Thinking|Central Bank of Ireland|Centrus Advisors Limited|Chainsmiths|Chartered Institute for Securities & Investment|CIFD|Citco|Citi|CITIBANK|City of London Corporation|Clearmatics|Clearstream|CME Group|
CNP Santander Insurance|Coinprism|Colt Technology Services|Commonwealth Bank of Australia|Compendia|ComReg|Comtrade|Consulate General of Ireland|
Continuum Commerce|Corvil|Cpl|Credit Agricole|Credit Review|CREDIT SUISSE|CurrencyFair|Davy|Dell Financial Services|Deloitte|DEPFA Bank plc|
Dept. of Jobs, Enterprise and Innovation (DJEI)|Deutsche Bank|Dillon Eustace|Dilosk|DIMA|DLL Group|DMS|Doran + Minehane|
Douglas Winters Associates Limited|Duedil|DZ FINANCE Ireland|EAA Covered Bond Bank|Ebury|Element78|Elgin Executive Search|Elian|Embassy of Ireland|Equiniti|Escher Group|Etsy|Eurex Exchange|EVC Consulting|EY|Federated Investors|FEXCO|Fidelity International|Financial Mathematics and Computation Cluster|Financial Risk Solutions|First Derivatives|First Names Group|FleishmanHillard|Frank Money Limited|Friarylaw ADR|FTI Treasury|Fund Recs|Fundapps|
Future Finance|GE Financial Marketsship|Geneva Ireland Financial Trading Limited|Geneva Trading|Genworth Financial|
German Irish Chamber of Industry and Commerce|Go Cardless|Golden Arches Insurance Limited|Goodbody|Google|
Governance, Risk and Compliance Technology Centre|Grant Thornton|GRC Technology Centre|Greenlight Re|GRID Finance|Grow VC Group|Growcap Finance|
Hannover Re|Hargreaves Lansdown|Hawthorn Life|HayesCulleton|HFIM|HSBC|Ibec|IFG Worldwide|Information Services International-Dentsu|Infosys|
Infrastructure Group|ING Bank|Insight Centre for Data Analytics|Institute of International and European Affairs|Insurance Ireland|
Insurance Regulation Capital|Integro|Intellectual Ventures|Interaction|International Sustainability & Investment Centre|Intertrust Ireland|
Intesa SanPaolo|Intuition|Investec|IPUT|Ireland Strategic Investment Fund|Irish Debt Securities Association|Irish Funds|JP Morgan|KBC|
KBL Monaco Private Bankers|KPMG|KYCnet BV|Latham&Watkin|LCF Law Group|Lemanik Asset Management|Levinas Partners Limited|Linedata|
Lonsdale Capital Partners|Lotus Capital|Maples and Calder|Mark J. Muller Equities|Marketfinder|Marsh & McLennan|
Mason Hayes & Curran|MasterCard|Matheson|Mazars|McCann FitzGerald|Meath Enterprise|Merrill Lynch International|Metlife|Metzler Ireland Limited|
Micro Finance Ireland|Ministry of Finance|Mitsubishi UFJ Global|Mizuho International plc|Monex Financial Services|MoneyCorp|Morgan McKinley|
Mortgage Brain Ireland|Mozobi|MSCI|MUFG Investor Services|Munich Re|N M Rothschild & Sons|NAperte|National College of Ireland|
National Treasury Management Agency|New Ireland|NLB|Northern Trust|Novacies Capital|NS Financial Service Centre|NTT DATA|Oak Hill Advisors LP|Odeh & Odeh|
One Savings Bank|Opus Fund Services|Orix|Ostia Solutions|Pathfinder|Paysign Limited|PE Advisors Ltd|PerfectCard|Permanent TSB|
Pioneer Investments|Powerscourt|Pramerica|Progressive Building Society|Promontory|PTOOLS|PwC|Quaternion Risk Management|Quintillion|Rabobank|
Raiffeisen Bank|RationalFX|Real Asset Investment Association|Realex|Renaissance Reinsurance of Europe|Reserve Bank of India|Rooney Holdings|
Royal Bank of Scotland|RR Donnelley - Investment Market Solutions|RSA|Rushe Advisory Services|Russell Investments|SCOR Global Life Reinsurance Ireland|
SEI GFS|SEI T&C|Seidman & Co.|Sella Life|Smart Transfer Ltd|SMT|Societe Generale|Sompo Canopius Re Limited|SSC/Globeop|St. James's Place International|
Standard Life|State Street|Strategic Banking Corporation of Ireland|Stripe|Strive International Consulting Limited|Suade|Susquehanna International Group|
Swiss Financial|Tagattitude|TechPar Group|The Bar Of Ireland|The Kangaroo Group|The Mill Enterprise Hub|Thomas Murray Global Partners|Thornton & Partners|
Tilman Brewin Dolphon|TM Global Partners|TMF Group|Touchtech Payments|UBS AG|UCC|UK Financial Conduct Authority|Ulster Bank|Unicredit|
Union Bank of India|UnipolRe|UnitedHealth Group|University College Cork|Uphold|US Bancorp/Elavon|VHI Healthcare|Vigitrust|VISA|VM Investments|Walkers|
Wells Fargo Accelerator|Western Union|Westpac|Westpac Banking Corp|WGZ BANK Ireland|White Andreetto Consulting|William Fry|Willis Group|
Write Research Company|XL Catlin|Zarion Software|Zurich Insurance

FT Live has a reputation for delivering very senior board level audiences to attend a wide range of world class thought-leadership events across the globe for nearly 40 years.

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Venue

Dublin Castle
Dame St
Printworks Conference Centre
Dublin 2

Ireland


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In association with (2)

Ireland's inward investment promotion agency, the IDA, is a non-commercial, semi-state body promoting Foreign Direct Investment into Ireland through a wide range of services. We partner with potential and existing investors to help them establish or expand their operations in Ireland.

Enterprise Ireland is the government organisation responsible for the development and growth of Irish enterprises in world markets. We work in partnership with Irish enterprises to help them start, grow, innovate and win export sales on global markets. In this way, we support sustainable economic growth, regional development and secure employment.

Contact Us

Funmbi Adenubi
Delegate Booking and Registration Enquiries
Financial Times
Jennifer Seeto
Marketing and Media Partner Enquiries
Financial Times Live
Mariana Schapira
Speaking Opportunities
Financial Times