Advising Credit Suisse on the establishment, authorisation and operation of three platform ("hotel") ICAVs in Ireland.
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Joe specialises in advising investment funds and their managers. His extensive experience covers a wide range of legal and regulatory matters, including the structuring, establishment, amalgamation and regulation of UCITS and AIFs, as well as advising on the establishment, operation and ongoing compliance of UCITS managers and AIFMs. Joe also advises investment managers on their compliance with regulatory requirements in being appointed to act for Irish funds.
Having joined Dillon Eustace in 2017 from another law firm, Joe has established a practice that covers all aspect of the Irish funds landscape.
Joe sits on the Prospective Members Committee for Irish Funds, the Irish funds industry association, and lectures and tutors on the Law Society of Ireland's advanced elective course in asset management and investment funds.
Joe has advised Irish, US, EU, UK, Swiss and Australian asset managers on the establishment, authorisation, and operation of UCITS and AIFs. He has a broad range of clients, covering exchange traded funds, other UCITS, and alternative investment funds of all types: from daily-dealing fixed income funds to closed-ended private equity funds. His portfolio of clients includes a number of Article 8 and Article 9 SFDR funds and he has an extensive knowledge of ESG requirements for Irish funds and their managers.
He also advises UCITS managers and AIFMs in respect of their compliance with legal and regulatory requirements, including authorisation and ongoing legal and regulatory matters.
Joe has experience advising EU (MiFID) and non-EU asset managers seeking clearance from the Central Bank to act as discretionary investment managers to Irish authorised collective investment schemes.
Joe specialises in advising investment funds and their managers. His extensive experience covers a wide range of legal and regulatory matters, including the structuring, establishment, amalgamation and regulation of UCITS and AIFs, as well as advising on the establishment, operation and ongoing compliance of UCITS managers and AIFMs. Joe also advises investment managers on their compliance with regulatory requirements in being appointed to act for Irish funds.
Having joined Dillon Eustace in 2017 from another law firm, Joe has established a practice that covers all aspect of the Irish funds landscape.
Joe sits on the Prospective Members Committee for Irish Funds, the Irish funds industry association, and lectures and tutors on the Law Society of Ireland's advanced elective course in asset management and investment funds.
Joe has advised Irish, US, EU, UK, Swiss and Australian asset managers on the establishment, authorisation, and operation of UCITS and AIFs. He has a broad range of clients, covering exchange traded funds, other UCITS, and alternative investment funds of all types: from daily-dealing fixed income funds to closed-ended private equity funds. His portfolio of clients includes a number of Article 8 and Article 9 SFDR funds and he has an extensive knowledge of ESG requirements for Irish funds and their managers.
He also advises UCITS managers and AIFMs in respect of their compliance with legal and regulatory requirements, including authorisation and ongoing legal and regulatory matters.
Joe has experience advising EU (MiFID) and non-EU asset managers seeking clearance from the Central Bank to act as discretionary investment managers to Irish authorised collective investment schemes.
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.
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