Crowne Plaza City Hotel
Crowne Plaza City Hotel, 19 New Bridge St, London EC4V 6DB, UK

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Event Date Tue Oct 30 GMT (about 3 years ago)
In your timezone (EST): Tue Oct 30 12:00am - Tue Oct 30 12:00am
Location Crowne Plaza City Hotel
19 New Bridge St, London EC4V 6DB, UK
Region EMEA

Navigate Ongoing Regulatory and Operational Tax Challenges for Funds and Fund Managers

What Makes This Forum So Unique:
Gain Technical Knowledge from Expert Tax AdvisorsL:
• Update on current US Tax developments affecting funds and their managers
• Practical solutions to portfolio tax risks
• Industry best practice solutions to governing tax risks
• Latest update on withholding taxes, tax authority pressure and investor demand

Hear Feedback from HMRC on Latest Developments:
• Delegates can hear a keynote update from Paul Tucker, Tax Specialist in Collective Investment Schemes from HMRC, who will be discussing current issues seen, an update on tax operations, and the latest regulatory position.

Benchmark Operational Tax Models against Leading Asset Managers:
• Discuss ongoing reporting and transparency challenges in operational taxes with speakers from Man Group, • Aviva Investors and more.
7 Consolidate your firm's tax risk management governance by understanding varying models from firms such as M&G, Barings, and Schroders.


2018 Speakers

Paul Tucker
Collective Investment Schemes Centre, HMRC

Malcolm Powell
Head of Tax, Investec Asset Management

Adrienne Curtis
Investment and Operational Tax Director, AVIVA Investors

Forbes Bailey
Head of Tax, Barings Asset Management

Michael Back
Head of Tax, MAN Group

Florian Herzberg
Vice President, Blackrock

Judith Mertesdorf-Perathoner
Vice President, Global Fund Tax, Franklin Templeton Investments

Sheena Tay-Schyma
Securities Finance Tax; Tax Technology & Transformation, Blackrock

Suzi Edwards
Director, Deloitte

Robert Welzel
Partner, WTS Tax Legal Consulting

Tim McCann
Group Head of Tax, SCHRODERS

Kevin Charlton
Tax Director, Investment Management, KPMG

Malcolm Richardson
Head of Tax, M&G

James Stewart
Director, Asset & Wealth Management Tax, PwC

Kathy Vawter
Investment Management Tax, PwC

Matthew Greene
Senior Tax Disputes Solicitor, PwC

Sponsors & Partners

2018 Sponsor