BNY Mellon
Tax and Regulatory
Client Forum

Wednesday 30 January - Thursday 31 January 2019

Welcome

2018 has seen the global tax and regulatory landscape continue to evolve and increase in complexity. We are committed to helping clients prepare and respond to these challenges. Our industry leading event is just one way we help clients stay up-to-date on the latest changes and developments in global market infrastructure, regulation and tax. New for 2019, we have introduced a series of technology focused sessions which explore how technology is intersecting into the tax and regulatory landscape. Throughout the day, you will hear from industry experts, BNY Mellon thought leaders and have the opportunity to network with fellow professionals.

Agenda

Day 1 | Forum - Wednesday 30 January 2019

Merchant Taylors' Hall

09:00 Registration - Tea, coffee and light breakfast
09:30 Welcome and Opening Remarks
Daron Pearce, CEO, EMEA Asset Servicing, BNY Mellon
09:45

Moderator

  • Veronica Iommi, European Bank General Counsel and EMEA Head of Public Policy, BNY Mellon

Speakers

  • Mariano Giralt, Global Head of Tax & Regulatory, Global Product Management – Asset Servicing, BNY Mellon
  • Paul North, Head of Product Management EMEA, BNY Mellon
  • Mark Meachen, Head of Change Management, BNY Mellon Markets, EMEA
11:00 Coffee Break
11:30 Brexit Update
12:30 Lunch
13:30

Moderator

  • Colin Ware, Regulatory Product Manager, Asset Servicing, BNY Mellon

Speakers


Moderator

Speakers


Moderator

  • Paul North, Head of Product Management EMEA, BNY Mellon

Speakers

14:30

Moderator

Speakers

  • Jason Garwood, Managing Director, BNY Mellon
  • Sarah Jarrett, Head of Institutional Liquidity Distribution Europe, BNY Mellon Investment Management
  • Jane Lowe, Secretary General, IMMFA
  • Valerie Cooke, Regulatory and Market Change, EMEA Transfer Agency, BNY Mellon

Moderator

  • Conor Begley, Managing Director, Global Tax & Regulatory Services, BNY Mellon

Speaker


Moderator

  • Paul North, Head of Product Management EMEA, BNY Mellon

Speakers

15:30 Coffee Break
16:00

LIBOR

  • Paul North, Head of Product Management EMEA, BNY Mellon

UCITS/AIFMD Books & Records

IORP II

  • Pieter Strik, Vice President Global Product Management BNY Mellon

CSDR

  • Allison Levy, AS EMEA Global Product Manager, BNY Mellon
  • Stephen Harris, Principal Program and Project Management, Operations, BNY Mellon

Initial Margin Segregation

Qualified Financial Contracts Rule


Co-moderators

  • Jas Hayre, Managing Director and Global Head of Tax Risk & Financial Markets Tax, BNY Mellon
  • James Clarke, Head of Tax Risk Management, Tax & Regulatory Services, Asset Servicing, BNY Mellon

Speaker


Moderator

  • Lorraine White, Global Head of Securities Tax and Tax Technical Research, BNY Mellon

Speaker

17:00 Drinks Reception

Day 2 | Specialist Tax Workshops - Thursday 31 January 2019

One Canada Square

08:30 Registration - Coffee/Tea/breakfast
09:00

Moderator

Speakers

10:00

Moderator

Speaker

  • Natheem Sarwar, Head of Financial Reporting, UK Fund Accounting, BNY Mellon
  • Julie Bannister, Business Change Manager, BNY Mellon
11:30 Coffee Break
12:00

Moderator

  • Conor Begley, Managing Director, Global Tax & Regulatory Services, BNY Mellon

Speakers

  • Frazer Hanrahan, Head of Capital Gains Taxation, Global product Management, BNY Mellon.
  • Ross Thomson, Managing director, FundRock Luxembourg.
  • Brian McMahon, Head of Private Equity, Real Estate & Debt Business Development, EMEA, BNY Mellon
  • Paula Kelleher, Head of Trustee and Depositary Ireland, BNY Mellon
13:00 Lunch
14:00

Speakers

  • Jonathan Waters , Global Tax Research Specialist, Global Tax Technical Research, BNY Mellon
  • Catherine Ramsay, Global Tax Research Specialist – Tax & Regulatory, BNY Mellon
  • Caroline Ashkboos, Head of Tax Services for France and Belgium, BNY Mellon
15:00

Moderator

  • Lorraine White, Managing Director, Global Head of Securities Tax Research & Client Tax Solutions, BNY Mellon

Speaker

16:00 Coffee Break
16:15

Moderator

  • Frazer Hanrahan, Head of Capital Gains Taxation, Global Product Management, BNY Mellon

Speaker

17:15 Close

Speakers

Daron Pearce

CEO, EMEA Asset Servicing, BNY Mellon

Mariano Giralt

Global Head of Tax & Regulatory, Global Product Management - Asset Servicing, BNY Mellon

Paul North

Head of Product Management EMEA, BNY Mellon

Stephen Adams

Senior Director, Global Counsel

Damon Ambrosini

Partner, Deloitte

Caroline Ashkboos

Head of Tax Services for France and Belgium, BNY Mellon

Conor Begley

Managing Director, Global Tax & Regulatory Services, BNY Mellon

Catherine Boonen

Director, BNY Mellon

Paul Burleton

Associate Director, Head of Strategy & Innovation, Lysis

Gildine Cassou

Senior Tax Manager, Tax & Regulatory, BNY Mellon

Julio Castro

Partner, KPMG

Donald Chapin

Principal Consultant, Business Semantics Ltd

James Clarke

Head of Tax Risk Management, Tax & Regulatory Services, Asset Servicing, BNY Mellon

Marie Coady

Partner, EMEA ETF Leader PwC Ireland

Valerie Cooke

Regulatory and Market Change, EMEA Transfer Agency, BNY Mellon

James Cunningham

Senior Advisor, BNY Mellon

Gavin Davies

Director, Asset Servicing, BNY Mellon

Kit Dickson

Partner, PwC

Mareike Dreisbach-Ruchay

Vice President, EMEA Strategy & Product Management, BNY Mellon

Daniel Dzenkowski

Partner, PwC

Suzi Edwards

Director, Financial Services Tax Group, Deloitte

Christopher Fraser

Strategic Counsel, BNY Mellon

Jason Garwood

Managing Director, BNY Mellon

Rachel Graham

Regulatory Change Manager, EMEA Asset Servicing, BNY Mellon

Nathan Hall

Partner, Asset Management and Operational Taxes, KPMG London

Hazel Hallam

Partner, PwC

Frazer Hanrahan

Head of Capital Gains Taxation, Global product Management, BNY Mellon

Bernard Hanratty

Non-Executive Director, BNY Mellon Fund Services Ireland DAC

Stephen Harris

Principal, Program and Project Management, Operations, BNY Mellon

Jas Hayre

Global Head of Tax Risk & Financial Markets Tax, BNY Mellon

Mark Higgins

Liquidity Management & Collateral Segregation, BNY Mellon Markets, EMEA/APAC

Leonique van Houwelingen

Chief Executive Officer, European Bank, BNY Mellon

Andrew Hunt

Director, Wealth & Asset Management Tax Technology & Transformation, EY

Veronica Iommi

European Bank General Counsel and EMEA Head of Public Policy, BNY Mellon

Sarah Jarrett

Head of Institutional Liquidity Distribution Europe, BNY Mellon Investment Management

Jennifer Jordan McCall

Partner, Pillsbury

Paula Kelleher

Director and CEO of BNY Mellon Trust Company (Ireland) Limited

Allison Levy

AS EMEA Global Product Manager, BNY Mellon

Jane Lowe

Secretary General, IMMFA

Alex Martin

Founder, Miura

Colm McDonagh

Head of Emerging Market Debt, Insight

Brian McMahon

Head of Private Equity, Real Estate & Debt Business Development, EMEA, BNY Mellon

Hector McNeil

Co-CEO, HANetf

Mark Meachen, Director

Head of Change Management, BNY Mellon Markets, EMEA

Christopher Mitchell

Head of UK Tax & Regulatory Services for Asset Servicing, BNY Mellon

Mark Moor

Managing Director, BNY Mellon

Mike O'Keeffe

General manager, Corlytics Solutions Limited

David Ostojitsch

Director, AFME

Richard Pike

CEO, Governor Software

Catherine Ramsay

Global Tax Research Specialist, Global Tax Services, BNY Mellon

Rob Rushe

Head of ETF Services, EMEA, BNY Mellon

Natheem Sarwar

Head of Financial Reporting for UK Fund Accounting, BNY Mellon

Tobey Schumacher

Associate Partner, EY

Robert Severi

Global Head of Client Tax Technical Solutions, BNY Mellon

Tim Seward

Senior Tax Manager, BNY Mellon

Sydney Shriver

Global Head of Exchange Traded Funds Tax Solutions, BNY Mellon

Gert-Jan Sikking

Senior Advisor Responsible Investment, PGGM

Pieter Strik

Vice President Global Product Management, BNY Mellon

Larke Sutton

Senior Tax Manager, BNY Mellon

Ross Thomson

FundRock Management Company S.A.

Les Turner

Vice President, Investor Communication Solutions International, Broadridge Financial Solutions

Marvin Vervaart

EMEA Pensions Product Head, BNY Mellon

Colin Ware

Regulatory Product Manager, Asset Servicing, BNY Mellon

Franck Wassmer

Deputy General Manager, BNY Mellon SA/NV

Jonathan Waters

Global Tax Research Specialist, Global Tax Technical Research

Karen Weaver

Custody Product Manager, Asset Servicing, BNY Mellon

Lorraine White

Managing Director, Global Head of Securities Tax Research & Client Tax Solutions, BNY Mellon

Katherine Woodrow

EMEA COO for Markets, BNY Mellon

Katherine Worraker

Tax Director, Deloitte LLP

Yvette Stander

Senior Risk Manager Asset Servicing EMEA, BNY Mellon

More speakers will be announced soon.

Venues

Day 1 Venue

Day 1 of the conference will take place at the Merchant Taylors' Hall.

Merchant Taylors' Hall
30 Threadneedle Street
London
EC2R 8JB
T: 020 7450 4445
W: www.uniquelondonvenue.co.uk


Day 2 Venue

Day 2 Tax workshops will take place at the BNY Mellon offices.

BNY Mellon
One Canada Square
London
E14 5AL
T: 020 7570 1784
W: www.bnymellon.com

Registration



If you require hotel accommodation, a discounted rate across all room types has been secured at the Threadneedles Hotel (next door to Merchant Taylor's Hall). Due to availability, this rate is now fairly high. If you would like to enquire, please contact the hotel directly quoting 'BNY Mellon Conference'.

Email: reservations@hotelthreadneedles.co.uk
Tel: +44 (0) 20 7657 8080
www.hotelthreadneedles.co.uk

Please see below further hotels nearby. The best available rate will be offered through their reservation team, there is no reduced rate associated with the conference at these hotels:

The Ned
27 Poultry, London EC2R 8AJ – 5 minutes' walk from Merchant Taylors' Hall
Tel: +44 (0) 020 3828 2000
www.thened.com

The Andaz London Liverpool Street
40 Liverpool St, EC2M 7QN – 8 minutes' walk from Merchant Taylors' Hall
Tel: +44 (0) 20 7961 1234
www.hyatt.com/en-US/hotel/united-kingdom/andaz-london-liverpool-street/longe

South Place Hotel
3 South Pl, London EC2M 2AF - 10 minutes' walk from Merchant Taylors' Hall
Tel: +44 (0) 020 3503 0000
www.southplacehotel.com


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