Industry Events

2023 JFA Annual Dinner
Friday
14
July 2023

The JFA is delighted to announce that the 2023 JFA Dinner will take place on Friday 14 July at the Royal Jersey Showground.

Further details on the event will be published by end of March 2023.



To book tables please contact us via email enquiries@jerseyfunds.org

JFA Fund Digital Operations
Tuesday
16
May 2023

Dear Members

The next JFA Seminar focussing on Fund Digital Operations will be taking place on Tuesday 16 May at The Royal Yacht Hotel.  

This event will commence at 12pm with registration and coffee being served and the first session to commence at 12.30pm.  The event will finish around 2.30pm and CPD Certificates will be provided.

Presenters:

Stuart Richard – Group Commercial Director & Head of Financial Services, BDO. 

Stuart is the Group Director - Financial Services of BDO Group in Jersey, which incorporates BDO, BDO Advisory and C5 Alliance businesses. Stuart joined the firm in 2021 taking a lead role in further developing BDO Group’s financial service sector market presence.

Stuart is experienced in helping clients mobilise their business strategy by providing commercial, operating and technology advice. He regularly acts as a strategic advisor and has previously been engaged to assist business & project recovery situations. Stuart has a rounded view of business issues. he is highly experienced in delivering successful commercial and practical outcomes in complex businesses.

Chris Thoume - Global Head of Digital Innovation, Apex Group

Chris is passionate about Private Markets and FinTech. Having spent ten years of his career in the Channel Islands specialising mostly in Private Markets, Chris then moved to London to become Chief of Staff to KPMG's Global Head of FinTech. Now as Apex's Global Head of Digital Innovation he is responsible for Apex's Digital Products and their Innovation.
 
Dan Hare - Dan is a data and AI specialist, evangelist and speaker driven by improving organisational quality, efficiency and profit with data but without code, Continuum.

The World-class team at Continuum deliver value to 100+ clients by helping them adopt data science acceleration platforms such as Alteryx, DataRobot, Auto Insights and GPT in any department or business, but particularly in Financial Services, Public Sector and the Office of Finance.

Continuum clients automate their manual activities like Regulatory and financial reporting, Management Information, month end, data quality remediation, migrations, reconciliations, HR reporting and data integration with their own information workers, not overworked coders.

Organisations are finding out just how expensive in time and money are the old data approaches like coded dashboards, data warehouses and reports.

Continuum help anyone become better, quicker and cheaper through their own data.

David O'Brien - David leads the Consulting practice and is part of the Private Markets consulting practice in the Channel Islands. He has over 15 years’ experience in leading large complex transformation and technology change programmes, and has worked across Europe, the US, AMET and Asia. 

He has significant experience in leading large scale transformational change programmes, technology implementation, developing and implementing target operating models (TOMs), fund migrations for both Asset Managers and fund admins, establishing offshore utilities, and delivering technology solutions to support both tactical and strategic business goals. 

Topics that will be covered: 

  • The emerging trends in digitalisation of Funds Industry
  • Tokenisation of Funds - KYC and investments
  • The power of Alteryx
  • Fund migration


To register to attend this seminar please click here.

CPD hours: 2

Costs: Free

JFA Legal & Tax Masterclass
Thursday
20
April 2023

Dear Members

The next JFA Masterclass focussing on Legal & Tax will be taking place onThursday 20 April at The Grand Jersey Hotel.  

This event will commence at 8.00am with registration and coffee being served and the first session to commence at 8.30am.  The event will finish around 11.00am and CPD Certificates will be provided.

We are delighted to have speakers from ReedSmith, Walkers, PwC & Deloitte to give the perspective from both Jersey and London markets.

Topics that will be covered will include 

  • Key fund structuring developments - latest fund structuring and     terms, latest view from London on jurisdictional selection;
  • An update on the developments within the Jersey funds     legal and regulatory space - LLC, changes to Limited Partnership     law and AML exemptions;
  • Key UK and Jersey tax developments including the emergence of the     UK fund and Qualifying Asset Holding Company regime;

 

The cost of the event will be £150.

To book your ticket please visit https://www.eventbrite.co.uk/e/jfa-legal-tax-masterclass-tickets-585729652157

2021 JFA Annual Dinner
Thursday
23
September 2021

2021 JFA Annual Dinner will take place at the Royal Jersey Showground on Thursday 23 September.

Tickets are £90 per person and tables for 10 or 12 people can be booked by contacting Caroline Harrington at enquiries@jerseyfunds.org

BVCA Summit 2020
Saturday
10
October 2020

Jersey Finance is delighted once again to be Coffee House sponsor at the BVCA Summit 2020.

This must-attend private equity & venture capital event will take place this October in London and will see a collection of global investors, business leaders, regulators and policy-makers all in one place.

Jersey Funds Masterclass: Private Equity - CANCELLED
Thursday
2
July 2020

Throughout 2020, Jersey Finance will be hosting a funds masterclass series delving into the key initiatives impacting the funds sector to audiences in a number of locations across the globe.

The second London event in the series, taking place at the Sofitel St James on Thursday 2 July, will bring experts in their field together to discuss the major initiatives impacting private equity from trends in fund structuring, co-investment, AIFMD and substance through to tax and regulatory developments.

JFSC Webinar: Virtual Examinations
Wednesday
17
June 2020

The JFSC has announced that it will be undertaking another live webinar session.

This one will be between Amanda Reilly and Jill Britton on Virtual Examinations. The event is on Wednesday 17 June at 14:00.

Postponement of 2020 JFA Annual Dinner
Friday
1
May 2020

It is with regret that the 2020 JFA Annual Dinner planned for Friday 1 May has had to be postponed due to the ongoing Coronavirus situation.

It is planned that this event will now take place on Thursday 15 October at the Royal Jersey Showground and further details will be issued in due course.

Update on JFA Training Seminars
Thursday
23
April 2020

Following our recent notification about the postponement of the normal JFA series of lunchtime talks at the St Helier town hall, we have been investigating the continuation of this series. With this in mind, we will be looking to transfer these events onto a digital platform over the coming months. We are pleased to say that the first of these will take place next week, details of which are set out below.

IPEV Special Valuation Guidance – Coronavirus

The JFA webinar seminar will outline the key points of this guidance, as presented by Ben Honeywood (Director, KPMG Private Equity Group) including Q&A as moderated by Martin Paul (Partner and Head of Investment Funds, Bedell Cristin).

To register to attend this event please click here.

Please note that in order to be able to access the Webinar session, you will need to use Google Chrome.

Suspension of JFA Training Seminars
Thursday
26
March 2020

The JFA has been informed by the St Helier Town Hall that it will not be possible to hold any lunchtime training seminars at the venue until at least the beginning of June due to the current Coronavirus restrictions.

Once we have more information of when we can hold the next seminar details will be issued to the membership and posted to the JFA website, www.jerseyfunds.org, accordingly.

Jersey Finance Funds Masterclass: Dubai
Wednesday
11
March 2020

Throughout 2020, Jersey Finance will be hosting a funds masterclass series delving into the key initiatives impacting the funds sector to audiences in a number of locations across the globe.

Their third event, taking place at the Ritz-Carlton at the Dubai International Finance Centre on Wednesday 11 March, is aimed at managers, fund lawyers, fund tax advisers and anyone associated with fund establishment.

Jersey Finance Funds Masterclass Series Dinner: Abu Dhabi
Sunday
8
March 2020

Jersey Finance would be delighted if you could join us for a networking dinner ahead of our third funds masterclass event which delves into the key initiatives impacting the funds sector to audiences in several locations across the globe. Our select guests will have the opportunity to circulate and meet professionals who specialise in funds while enjoying a fine dining experience at the award-winning Zuma restaurant.

CFA Stamford Career Series 2020: Navigating the Landscape and Creating Opportunities
Wednesday
4
March 2020

Whether you are looking for a career change or an update on the job market, the last of our three-part career series should have you covered. It will feature advice from professional recruiters and a networking reception to pose additional questions and exchange helpful ideas.

SAVCA 2020
Thursday
27
February 2020

Once again Jersey Finance is delighted to be Social Event Sponsor for the Southern African Venture Capital and Private Equity Association.

SAVCA has presented an annual private equity industry conference since the early years of its inception. The conference is a highlight of the industry calendar and a key deliverable by SAVCA to its members.