Advisory Committee

Shane O'Brien, CAIA, Advisory Committee

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. Prior to joining KB Associates, Shane worked for Citibank Europe where he held senior positions in its Global Fund Services and Alternative Investment departments.

Paul Wade, CAIA, Advisory Committee

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 Gallery, CAIA, Advisory Committee

Shane Gallery is European Head of Managed Account Platforms at Harmonic Fund Services.

Shane has extensive alternative investment industry experience, overseeing global teams focusing on private market funds for Global Private Banks and Boutique Investment Managers.  Before joining Harmonic, Shane worked at UBS Global Asset Management in Grand Cayman.

Shane is a fellow of ACCA and a CAIA Charterholder. He also sits on the Irish Funds (“IF”) FinTech Specialist Group.

mark j.p. anson

Mark Anson is the President and Chief Investment O cer of the Bass Family O ce— awarded Family O ce of the Year for 2014. Previously, he was the President of Nuveen Investments, a full-service asset management company with over $220 billion in assets under management. Prior to Nuveen, Mark served as the Chief Executive O cer and Chief Investment O cer for both Hermes Pension Management,