Online ILA Fund Directors' Forum
"Policies for Funds and (A)IFMs - When Boards need to consider which policies are to be Fund specific or (A)IFM specific, or where there is potential for overlap”
Tracey McDermott is a Governance Specialist with over 20 years’ experience in the Funds’ industry and acts as independent Director for a number of regulated and unregulated funds and management companies.
Her areas of expertise include: Independent Director on UCITS (Mixed Strategies – e.g. Long only, Long/Short, Absolute Return, Currency etc.) and Alternative Investment Funds (Mixed Strategies and Infrastructure AIFs); fund operations, compliance and risk management; operational background giving in-depth, hands-on operational experience/knowledge and in-depth regulatory knowledge.
Tracey is an active participant within ALFI (Luxembourg’s fund industry association), ILA (the Luxembourg Directors’ Association), and has moderated and spoken on panels at industry forums.
Jean-Michel Bonzom is Head of Compliance at Waystone where he has worked since 2014. Jean-Michel is responsible for Waystone Management Company (Lux) S.A.’s Compliance Function, acts as Money Laundering Reporting Officer and provides advice on all regulatory aspects of Luxembourg UCITS and AIFs.
Prior to joining Waystone, Jean-Michel worked most recently with Ernst & Young focusing on financial regulatory matters, fund distribution strategy and cross-border fund distribution strategy. He has also worked with Clifford Chance and PwC. Jean-Michel is fluent in French and English, has a master’s degree in European and International Business Law from the University of Orléans, a Postgraduate Diploma in British, European and Contract law from the University of Greenwich and a degree in Business Law from the University of Angers.
Gérard Lorent is Conducting Officer, Head of Compliance and MLRO at Pictet Asset Management (Europe) S.A. where he has worked since 2020. PAMESA is a CSSF licensed IFM for UCITS, AIFM (Ex-private capital asset) and MiFID activities with 6 branches in Europe. Gérard is responsible for PAMESA’s Compliance Function, acts as Money Laundering Reporting Officer and provides advice on all regulatory aspects of Luxembourg UCITS and AIFs.
Prior to joining PAMESA, Gérard worked for another Swiss Management Company most recently focusing on operational and oversight functions. He has also worked with Deloitte for 9 years focusing on financial regulatory matters and TOM. Prior to that, Gérard has worked 10 years for a top 5 French asset servicers as regulatory, product specialist and legal fund engineering.
Yann Power is Regulatory Expert at me business solutions (mebs). mebs provides professional governance solutions to management companies, alternative investment fund managers (AIFMs), UCITS, alternative investment funds (AIFs) and professionals of the financial sector (PSFs), as well as unregulated structures.
Yann is specialised in governance, compliance and regulatory matters impacting traditional and alternative asset management. He serves Luxembourg management companies, AIFMs and investment funds.
He is co-chair of the ILA Alternatives Taskforce and of the Association of the Luxembourg Fund Industry (ALFI)’s European Long-Term Investment Fund (ELTIF) Working group. He is a member of a number of industry working groups and of the Association of Luxembourg Compliance Officers (ALCO).