CP86 Solutions: Staff Up or Go Third Party?
Updated: Mar 12
Meet Nicola Gerety:
Nicola Gerety joined AMX in February 2020. Nicola is responsible for leading and developing our Management Company offering and our business development efforts in Ireland. She has over 13 years’ experience at firms like J.P. Morgan, Wellington Management and AllianceBernstein.
You may connect with Nicola through the following sites:
Meet Daniel Lawlor:
As the former head of the Central Bank of Ireland’s Funds Policy Team and the Central Bank’s Project Lead on CP86, Daniel was involved in designing, drafting and implementing regulatory initiatives affecting the funds industry from 2010 to 2017. Investment Funds Lawyer for 9 years at William Fry, one of Ireland’s leading law firms.
Today, Daniel Lawlor is MD of Aquest; a boutique firm dedicated to improving your experience with the Financial Regulator.
You may connect with Daniel through the following sites:
Tuesday's session (3 Nov) at CP86 MiniCon will deal with the solutions available to legacy ManCos and SMICs wo need to change their resourcing model. That session will be co-hosted by Nicola Gerety of AMX and she joins me on this podcast to set the scene. We chat about the types of questions investment managers have when considering the third party ManCo option and the challenges and timelines involved. We also discuss the benefits and drawbacks of establishing your own ManCo. Finally, we talk about value for money and the need for both in-house and third party ManCos to demonstrate they are not just a compliance cost.
You can listen to the conversation on:
A transcript of the conversation is available for download:
Funds Ireland Mini Con (FIMC) is a collective space dedicated to transforming challenge into best practice, with and for, the Irish Authorised Funds Industry.