Advising Credit Suisse on the establishment, authorisation and operation of three platform ("hotel") ICAVs in Ireland.
Joe is Of Counsel in the Asset Management and Investment Funds team.
Joe advises Irish and international fund sponsors and investment managers on the establishment, authorisation, and operation of UCITS and AIFs representing a broad range of strategies and fund types including exchange traded funds, fixed income funds and closed-ended private equity funds. He has an extensive knowledge of ESG requirements for Irish funds and their managers.
Joe also advises investment managers, UCITS managers and AIFMs on the legal and regulatory requirements that apply to them, including authorisation and ongoing legal and regulatory matters.
Joe lectures and tutors on the Law Society of Ireland's advanced elective course in asset management and investment funds.
Joe is Of Counsel in the Asset Management and Investment Funds team.
Joe advises Irish and international fund sponsors and investment managers on the establishment, authorisation, and operation of UCITS and AIFs representing a broad range of strategies and fund types including exchange traded funds, fixed income funds and closed-ended private equity funds. He has an extensive knowledge of ESG requirements for Irish funds and their managers.
Joe also advises investment managers, UCITS managers and AIFMs on the legal and regulatory requirements that apply to them, including authorisation and ongoing legal and regulatory matters.
Joe lectures and tutors on the Law Society of Ireland's advanced elective course in asset management and investment funds.
Relevant Experience
Advising Gemini Capital on the addition of new sub-funds to its Irish platform fund, including the clearance applications for investment managers that had not previously been appointed to act for Irish collective investment schemes.
Advising Fineco Asset Management on the addition of 11 ETF sub-funds to its Irish platform; this platform did not have any ETF sub-funds previously.
Advising Maple-Brown Abbott on the re-classification of sub-funds from Article 6 SFDR to Article 8 SFDR funds.
Advising Maple-Brown Abbott on the conversion from a self-managed fund to appointing an external manager.