Asset management elite come together

Fund Forum USA brings together the world’s top global asset management chief executive officers and renowned heads of business to discuss their approach to the challenges and opportunities of modern asset management. Up for debate is the changing fund selection landscape and how the industry should respond. Delegates will hear how the asset management industry is evolving and what the global fund flow predictions are for 2011. There will also be tips and practical solutions for navigating cross-border product innovation and distribution. Crucially, the conference will include an explanation of the new rules, regulations, relationships and key players in the post-crisis distribution landscape.

RBC Dexia - On the agenda

Panel discussion: Global fund distribution strategy laboratory

Kevin O’Neill – Director, Business Development

Kevin O’Neill will be moderating a panel discussion on the challenges of building a global fund distribution business. Among the topics expected to be up for debate will be how to determine the best distribution model to expand business reach and how to combine joint ventures, acquisitions and sub-advisory to best suit your revenue goals.

November 1, 2010
9:45 am

Kevin O’Neill’s biography
Kevin has 15 years of business development experience in the asset management and securities industry. Kevin joined RBC Dexia from Mellon Financial Corp where he was responsible for marketing Fund Services to global fund managers. Kevin began his career at Permanent TSB prior to joining Bank of Ireland Asset Management (BIAM). At BIAM, he worked on private banking business development activities in addition to spending sometime in the US with a focus on institutional sales and relationship management. Kevin gained his Bachelor of Arts degree in Financial Services (Honours) from University College Dublin and subsequently both his Diploma in Financial Services and Certificate in Investment Advice from The Institute of Bankers (Ireland).

Meet our people

The following RBC Dexia delegates will be attending this event and look forward to meeting you:

Kevin O’Neill - Director, Business Development
Brent Wilkins - Head, Americas Sales and Distribution
Padraig Kenny - Managing Director, Ireland
Chris Finlay - Director, Relationship Management
Daniel Ehrensperger - Product Management, Shareholder Services

Thinking ahead

Our innovative range of RBC Dexia industry guides provides insight and analysis of the latest trends, challenges and opportunities designed to help you refine your business strategies and realize your ambitions.

To download our latest market guides and insights, follow the links below:

Target 2011: Preparing for the new UCITS IV implementation measures
	With the countdown to UCITS IV implementation now well underway, funds industry professionals must assess the changes and consider the business options ahead. Read more.

A practical guide to outsourcing partnerships
	There is a growing trend among investment managers to outsource functions that extend beyond traditional custody and fund accounting into middle office operations. In this step-by-step guide, London-based Kingston Smith Consulting LLP explores 11 key topics to consider when making the decision to outsource. Read more.

Trends in Fund Distribution
	"Trends in Fund Distribution" surveys a range of fund promoters and distributors and assesses the resilience of the cross-border fund market and the ways promoters and distributors are adapting to change following the global financial crisis. The report highlights the resilience of the market and the growing focus on transparency, risk management and bottom line investment performance. Read more.

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