- email:info@icbi.co.uk
- phone:+44 (0) 20 7017 7200
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Mariano Rabadan COO ALLFUNDS
Graham Bentley Head of Propostion Skandia UK
Richard Lepere MD FUNDCHANNEL
John Pauly CEO Moventum -
Pierre Mottion Global Head of Product Transfer Agent and Fund Dealing Services BNP Paribas Securities Services
Laurent Majchrzak Global Head of Fund Distribution Services CACEIS
Jonathan Willis Head of TA EMEA and APAC BNY Mellon Asset Servicing
Paul Roberts MD IFDS -
Grant Innes Executive Director GOLDMAN SACHS ASSET MANAGEMENT
Mike Boardman COO LEGAL & GENERAL INVESTMENTS
Michael Weber Head of Mutual Fund Distribution Operations Allianz Global Investors
Paul Brady Director International Transfer Agency FRANKLIN TEMPLETON INVESTMENTS 
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Funds Regulation Forum
Tuesday 26th February 2013
Attendees heard from over 15 regulatory experts in one day debating the critical legal issues affecting the industry.
A Cutting Edge and Comprehensive Agenda
UCITS, Fund Distribution, Client Relationship, Standardisation, Fund Automation, Outsourcing, Global TA, Distribution Support and more
60+ Expert Speakers
From leading transfer agents, asset management houses, fund distributors, and technological innovators. No other conference offers such a wealth of knowledge.
Outsourcing Transfer Agency Workshop
Friday 1st March 2013
A full day interactive workshop was led by Ernst & Young
ITAS - The World's Leading Fund Distribution, Fund Operations & Transfer Agency Event
What Made ITAS The Must Attend Transfer Agent's Conference of 2013?
Client Relationship Models In Transfer Agency: Sales Support Or Client Service?
To What Extent Is Outsourcing Back On the Agenda And What Are The Wider Implications To The Industry?
Regional Challenges Of Distributing A Fund In Asia And What Are The Developments In The TA Space?
Regulation, Regulation, Regulation – How Are We All Coping And What’s Coming Our Way in 2013 And Beyond? Assessing Threats And Opportunities
Technology In Focus - Investigating The Merits Of A Global TA Structure Across Both Jurisdictions And Product Types
Performance Fees In Focus – New Thinking In A New Environment
ITAS Asia Update: Regional Developments And Challenges In The Asia Markets
What Your Peers Think
"Good number of attendees right across the industry. Good networking opportunity"
200+ Attendees At ITAS 2013 included:
Metrosoft Polska Sp.z.o.o.
Capital International Funds
State Street
Legal & General Investments
Henderson Global Investors
Moventum
Investec Asset Management
Kurt Salmon
Banque Privee Edmond de Rothschild Europe
Aviva Investors
Riva Financial Systems
PwC
Man Investments
Allianz Global Investors
DST Business Process Solutions
Sungard
BNY Mellon Alternative Investment Services
Standard Life Investments
BNP Paribas Securities Services
Schroders
PricewaterhouseCoopers Luxembourg
Morgan Stanley
Depository Trust & Clearing Corpora
M&G Investments
International Financial Data Services
Multifonds
Barclays Bank
Fidelity
Allfunds Bank
KPMG
Aberdeen Asset Management
Legg Mason
TISA
Skandia
Cofunds Ltd
Credit Suisse Fund Services
Goldman Sachs Asset Management
Caceis
Altus
Pictet Asset Management
Victor Buck
JPMorgan Asset Management
Silica Financial Administration Solution
SEB
SWIFT
Brown Brothers Harriman
Lipper FMI
BNY Mellon Asset Servicing
VP Lux
Rightful Owners
Fundchannel
Vanguard Asset Services
Calastone
UBS
RBC Investor Services
HSBC Securities Services Luxembourg
Ernst & Young
Aviva Investors Luxembourg
ING Bank
M&G Investment Management
FSA
WNS
Linklaters LLP
University of Cambridge
Bank of America Merrill lynch Kinetic
IFDS
Euroclear SA/NV
Clearstream Banking
KBL European Private Bankers
PIMCO Europe
Natixis Global Asset Management
Linedata
Franklin Templeton Investment Management
IMA
VP Securities Services
ITAS 2013 Update:
The International Transfer Agency Summit saw 60+ speakers confirmed, and a noticeably increased asset management and distribution speaker attendance.
ITAS proved itself once again as the key event for catching up with business partners, listening to and debating with some of the leading figures in the fund operations industry, and having great fun at the evening functions. Speakers and delegates from all corners of the globe once more attended and grew further the ITAS family … see you in 2014!
Europe's Leading Conference For All The Fund Operations And Transfer Agency Industry
- More Distributors and Asset Managers Attended In 2013
- More New Research & Up-to-the Minute Information Was Shared. (Including The Highly Popular Lipper Breakfast Briefing on Day 2)
- More Interactive Polling - Delegates HadTheir Say!
- ...making ITAS 2013 the only Fund Operations event you needed to attend in 2013.
Stay Updated With All The ITAS News
2013 Sponsors included:
Lead Sponsors
Catch up with the latest expert interviews
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The 6th Annual
ITAS Asia 2013 - Asian Transfer Agency Summit
05 Nov 2013 - 06 Nov 2013
The Excelsior Hotel, Hong Kong
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