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Service Providers
We are pleased to announce that the Jersey Funds Association (JFA) will be hosting its annual LITE: Accounting Masterclass 2024.
We are pleased to announce that the Jersey Funds Association (JFA) will be hosting its annual Funds Director Masterclass 2024.
We are pleased to announce that the Jersey Funds Association (JFA) will be hosting its annual Technical Update 2024.
Dear Members
The Jersey Funds Association (JFA) will be hosting its annual Regulatory & Compliance Masterclass on 17 September 2024 at the Royal Yacht Hotel, St Helier. The event will begin with registration at 8:00 AM, followed by the official start at 8:30 AM.
The event will be structured into two parts:
We are delighted to be joined by guest speakers:
Harriet Miller, a Partner from Macfarlanes LLP, London, who will share insights on off-island developments.
Harriet’s focus relates to all aspects of private funds. This includes the structuring and fundraising of a variety of different products from traditional blind pool investment vehicles to managed accounts and co-investment vehicles domiciled in a diverse number of jurisdictions, assisting institutional investors review and negotiate fund investments, advising on team incentive arrangements and all wider elements relating to operating a private funds business.
She spent six months in the US on secondment with a leading US law firm. During her secondment, she assisted various institutional investors, including State pension plans, on investments in private funds and spoke at angel investing and VC events on key legal considerations for start-up businesses. Harriet has also spent three months on secondment at both Old Mutual Global Investors and Skandia Investment Group.
Harriet was recognised by Law.comInternational in its Female Rising Star 2024 list.
Matt McManus, a Partner from Ogier, Jersey, who will share insight on local perspective.
Matt is an investment funds and regulatory specialist. He has extensive experience advising a range of sponsors and service providers across all aspects of a fund's lifecycle, on related corporate matters, and on co-investment, joint venture and carry structures. He also specialises in non-contentious regulatory matters, and is part of Ogier's sector groups focusing on Real Estate, Private Equity, and Technology and Web3.Matt is a Jersey Advocate and possesses an internationally-recognised qualification in Islamic Finance.
For the panel discuss, our speakers will be join by Jon Stevens, Deputy Managing Director from Mourant Consulting and a representative from the Government of Jersey.
Prior to joining Mourant Consulting Jon was an Executive Director of Head of Risk and Compliance at a regulated fund and trust business in Jersey, and before that was the Director of Policy at the Jersey Financial Services Commission (JFSC).
In his time at the JFSC he worked in various roles across the range of regulated sectors in Jersey. He also worked closely with colleagues in Government, and at other regulators in the UK and Crown Dependencies.
Jon have also worked for Big Four accountancy firms specialising in audit, assurance and advisory work, with a focus on regulatory compliance.
Topics Covered:
Throughout the masterclass, we will address a range of critical issues, including:
This masterclass is an excellent opportunity to stay ahead of regulatory developments, gain practical insights, and network with industry peers.
The content will be relevant to a wide range of funds professionals including legal, tax and accountancy practitioners, compliance officers, finance and operational professionals at investment managers, administration teams and non-executive directors.
Cost of this in person Masterclass comprising 3 hours of CPDis £150.
2024 JFA Annual Dinner will take place at the Royal Jersey Showground on Friday 28th of June.
Tickets are £ 95.00 per person and tables for 10 or 12 people can be booked by sending email at enquiries@jerseyfunds.org.
Dear Members
The next JFA ESG Masterclass will be taking place on Tuesday 11th of June at the Royal Yacht Hotel.
ESG Masterclass - Harmonising sustainability trends; locally attuned, globally guided!
In an era where the importance of Environmental, Social, and Governance (ESG) criteria is increasingly acknowledged, the dynamics of regulations and reporting standards are rapidly evolving on a global scale. This masterclass is designed to offer an in-depth exploration of the recent developments in ESG regulations and reporting standards internationally. An essential part of the masterclass will be dedicated to investigating the wide array of ESG reporting tools available. We will provide practical advice on how to best implement and effectively apply these tools within your organization. Discussions will place a strong emphasis on how Jersey is progressing in establishing local regulations, examining the strides taken to date, and predicting the possible outcomes from these initiatives. We are also excited to announce that this Masterclass will feature, in addition to separate subject matter presentations, a panel of local experts who will offer their in-depth perspectives on ESG trends, both locally and abroad. This interactive session will provide an opportunity for attendees to engage with and learn from specialists in the field, enhancing their understanding on how Jersey is contributing to and being influenced by global ESG trends.
Masterclass Focus Areas:
o Regulatory overview and update
o ESG reporting tools, data management and technology
o Banking developments in funds, opportunities and impact on reporting
o The Future of ESG in Jersey and the ongoing policy and regulatory consultations
Interactive Panel Discussion
The highlight of our Masterclass will be an interactive panel discussion featuring local experts. This session will offer attendees the opportunity to engage with seasoned professionals who are at the forefront of ESG practices. The panel will delve into:
o Current trends in ESG, both locally in Jersey and globally
o Practical insights into overcoming challenges in ESG reporting and compliance
o Future directions for ESG standards and how businesses can stay ahead
o Artificial intelligence opportunities across the ESG landscape
o Key issues for NEDs, Executive directors and business leaders to look out for
o Managing performance risk in sustainable investments
Who Should Attend
This masterclass is ideal for business leaders, professionals in the fund accounting and administration, Executive and Non-Executive Directors (NEDs), compliance officers, investment managers, sustainability professionals, investors, and anyone interested in understanding the intricacies of ESG regulations and how to navigate them. Whether you are looking to enhance your organization’s ESG framework, stay compliant with the evolving standards, or simply gain a deeper understanding of the ESG landscape, this masterclass will equip you with the knowledge and tools you need.
Cost
The Masterclass is being provided free of charge.
The event will commence at 8:00 AM with registration and will begin at 8:30 AM. The Masterclass will finish at 11:30 AM and CPD Certificates will be provided.
Dear Members
The next JFA Seminar focusing on Fund Digital Operations will be taking place on Friday 26th of April at the Royal Yacht Hotel.
This event will commence at 8:00 AM with registration and will begin at 8:30 AM. The Seminar will finish at 10:00 AM.
Speakers and Topics - TBC
Ticket price for this event: Free
