Jeremy O’Sullivan is an Executive Director of DMS Investment Management Services (Europe) Ltd. (DMS) and is based in Dublin, Ireland. He also serves as an independent director on a range of European regulated funds and Section 110 vehicles and has extensive experience in UCITS, AIFMD, alternative investment vehicles, private equity and structured finance structures.

Shane has been active in the financial services industry since 2008. He has expertise in the areas of alternative investments, fund accounting, operations and auditing. He is responsible for advising asset managers on the establishment of both UCITS and non-UCITS funds and has experience in the preparation of Business Plans and Risk Management Process documents for UCITS funds.

Paul Started his career as a pricing analyst for OTC derivatives in the fund administration industry. This goal of the team was to aid the transparency of NAV generation by independently modelling derivative valuations. He then went on to work in investment banking as part of the Market Risk department, focusing on hedging structured interest rate and credit products. In mid 2008, just before the financial crisis, Paul moved to London to take up a role as a CDS & credit trader, focusing on emerging market and investment grade products.

Shane is a fellow of ACCA and is also a CAIA Charterholder. Shane has extensive industry experience, designing and delivering solutions while specialising in the Private Equity sphere. As Head of Accounting & Valuations for Harmonic Fund Services Ireland, Shane has established & managed large Irish regulated structures, while also coordinating global reporting structures for large investment banks, via oversight of a multi-jurisdictional team.

David Ryan, CFA, CAIA, FRM is a member of the management team of Setanta Asset management, overseeing asset allocation, fixed income strategies, alternative asset classes and external fund manager relationships. He also chairs the internal risk committee. He is responsible for Multi-Asset Fund ranges including Managed Funds and International UWP Funds, with top quartile performance over numerous time periods. He has over 21 years’ experience in the asset management industry. He has a BBS Hons.

November 9, 2018

The CAIA Virtual Chapter, in partnership with AlphaCore Capital and BNP Paribas held an educational event on Factor Investing last month. Factor investing has grown exponentially over the past 5 years. But while investors seem to agree that factor investing is a smarter way to invest, aspects of factor investing still need to be flushed out:

• How should we construct factors?
• How do factors fit into traditional “style boxes”?
• What factors exist beyond traditional equity factors?
• Can factors replace categories? (see our most recent whitepaper in AIAR here)

Michiel is a senior investment manager with a private markets investment vehicle funded by the Dutch government. He is involved in investments in start-ups, scale-ups, funds and projects that are valuable to the Dutch economy, but are unable to attract financing. Previously, he worked as investment manager in private equity and in various M&A roles. He received his MBA from CEIBS in Shanghai, where he was admitted to the Dean’s list (top 10% of his class). He has been CAIA member since 2014.

Laurens is a Director at AF Advisors. He has a wealth of experience in investments, trading and portfolio management dedicated to analysis and selection of traditional and alternative investments and investment structuring at various financial institutions in The Netherlands, the U.S.A and Switzerland. Laurens specializes in risk governance and risk management, alternative investments, alternative beta and private markets for asset managers, banks, insurance companies and pension plans.

Emke is a director Client Advisory International at Aquila Capital, where she is responsible for the Netherlands. Aquila Capital is a German alternative asset manager with a strong focus on real assets including renewable energy. Prior to joining Aquila Capital in 2018, she was managing director ESG and Infrastructure at GRESB. She was also a senior portfolio manager for private equity and infrastructure at Achmea Asset Management from 2006 to 2015. Emke has a MSc degree in business administration from the Erasmus University in Rotterdam.