CAIA New York and NYAIR: Brexit and the Alternative Fund Management Industry
October 17, 2018
Note: All times listed are in local time
101 Park Avenue
New York, NY 10178
CAIA New York and NYAIR Educational Event
Brexit and the Alternative Fund Management Industry: Views from Europe and the United States
London is the hub of the alternative investment industry in and across Europe. Will that change with the playing out of the Brexit negotiations? The outcome could have a range of industry impacts, including employee domicile, local client access to funds, regulatory adjustments?
Our panel will identify the pain points and discuss potential action fund managers might take to mitigate adverse consequences of Brexit on their businesses, from both a commercial and regulatory standpoint.
Join us in the discussion with leading stakeholders, including business heads of large asset managers in the alternative space and European government representatives: what is the future of the alternative investment management space in Europe. Our moderator has written two pieces in our Alternative Investments Analyst Review titled Brexit and Its Impact on Cross-Border Activity and (R)Evolution of the Regulatory Landscape in the UK.
This event is complimentary. As there is a limited capacity for the event we ask that you please register as early as possible to reserve your spot.
Economic Counselor and Deputy Financial Counselor
French Treasury in the U.S.
U.S. General Counsel
Lombard Odier Asset Management
Date and Time:
Wednesday, October 17, 2018
5:30 PM to 8:30 PM EDT
101 Park Ave
New York, NY 10178
Organization: French Treasury in the U.S.
Mikhael Ayache currently serves as Economic Counselor and Deputy Financial Counselor at the New York office of the Department of Macroeconomic and Finance for the French Treasury in the United States.
Prior to his current position, Mikhael worked as a VP for M&A and corporate development at Amundi, a Paris-based asset manager.
Mikhael started his career at the French Treasury in 2011. He initially worked as Deputy Head for the CIS countries unit, where he covered France’s bilateral economic relationships with Russia, Ukraine and Belarus. In May 2013, he was appointed as Head of cash management at Agence France Trésor, the French debt management office.
A former graduate of the Ecole Nationale d’Administration (ENA), Mikhael holds a Master’s degree in Public Affairs from Institut d’Etudes Politiques de Paris (Sciences Po) and a Master’s degree in International Law from Paris University.
Organization: Lombard Odier Asset Management (USA) Corp
Raymond Mouhadeb joined Lombard Odier Asset Management (USA) Corp. as General Counsel in 2013. He oversees all legal, structuring and compliance aspects of the firm’s hedge fund platform and offerings of Cayman Islands, Luxembourg and institutional mandate vehicles. Strategies covered include fundamental equities, credit, event driven, global macro and small cap long short.
Prior to joining LOIM, he was a Partner at Katten Muchin Rosenman LLP, Financial Services Practice. Raymond advised on all structuring and regulatory compliance implications applicable to global investment managers with a broad range of investment strategies across private funds, including hedge funds and private equity funds, and separately managed accounts. Prior to this, he was a Senior Associate at PricewaterhouseCoopers, LLC, responsible for global tax planning with respect to domestic and offshore hedge fund and investment company structuring.
Raymond earned his Master of Laws (LL.M.) in Taxation from New York University School of Law in 2004, his Juris Doctor from Benjamin N. Cardozo School of Law in 2003, and earned his B.B.A from Baruch College in 2000.
Organization: BlackRock, Inc.
Barbara G. Novick, Vice Chairman, is a member of BlackRock's Global Executive Committee, Corporate Risk Committee and Global Operating Committee. From the inception of the firm in 1988 to 2008, Ms. Novick headed the Global Client Group and oversaw global business development, marketing and client service across equity, fixed income, liquidity, alternative investment and real estate products for institutional and individual investors and their intermediaries worldwide. In her current role, Ms. Novick oversees the firm's efforts globally for public policy and for investment stewardship. In addition, she is a member of the Executive Committee of the Investment Company Institute.
Prior to founding BlackRock in 1988, Ms. Novick was a Vice President in the Mortgage Products Group at The First Boston Corporation. Ms. Novick joined First Boston in 1985 where she became head of the Portfolio Products Team. From 1982 to 1985, Ms. Novick was with Morgan Stanley.
Ms. Novick has authored numerous articles on asset management and public policy issues. Ms. Novick is a member of CFA Institute's Future of Finance Advisory Council and MSCI’s Editorial Advisory Board. She currently serves as a Trustee of Cornell University and the HCM Foundation. Ms. Novick previously served on the boards of Robert Toigo Foundation (2007 - 2010), UJA-Federation (2009 - 2015) and Westchester Day School (2000 - 2005), served as both Treasurer and Trustee of Westchester Jewish Center (1994 - 2012) and coached in the Westchester Youth Soccer League (1999 - 2015). Ms. Novick earned a BA degree, cum laude, in economics from Cornell University.
Organization: Bougeville Consulting
Marianne Scordel founded Bougeville Consulting in the UK in 2012 and moved her company to the US in 2017, to assist both US and European alternative investment managers in setting up and running their operations, with an emphasis on cross border activity and financial regulations. Since 2012, Bougeville Consulting has received many awards from financial publications and Marianne was voted by Financial News one of the top “40 under 40 rising stars in hedge fund management” in Europe for three consecutive years. Her client base includes some of the best known investment managers in the world. Prior to setting up Bougeville, Marianne worked in investment banking, focusing on servicing hedge fund clients and on public policy impacting the industry as a whole. She currently serves on the board of the Bogliasco Foundation, a charity in New York providing residential scholarships to artists, and of the London Music Fund, which supports music education. Prior to that, she served on the financial committee of her Oxford College and co-chaired various committees and meetings on ethics and finance, including at the CFA UK and the House of Lords, also in the UK. Marianne is French, speaks five languages and has expressed views about ethics in finance in various media (including the UK’s BBC and Les Echos in France). She graduated from St. Antony’s College, Oxford, and she now lives in New York full time.