Hedge Fund Association Symposium Australia
Hedge Fund Association
When & Where

Wednesday, May 21, 2014

  • 12:00pm-12:30pm Registration, Light Lunch and Introduction
  • 12:30pm-1:30pm Panel Discussion
  • 1:30pm-2:00pm Q&A/Concluding Remarks

Darling Park 201 Sussex Street
Sydney NSW 2000




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Adriana Kostov
Excalibur Funds Management

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HFA Symposium

The Hedge Fund Association, in conjunction with Pricewaterhouse Coopers, is please to present an update on key regulatory matters currently affecting the alternative investment industry. A panel of Pricewaterhouse Coopers senior executives will provide a detailed overview of the following topics, as well as allowing for questions and commentary from attendees:

  • Introduction: Ken Woo
  • Market trends and insights: Joe Sheeran
  • Hot topics - Regulatory framework for an inbound hedge fund manager in Australia: Andrew Wheeler
  • Other regulatory updates, including IMR, FATCA and GATCA: Darren Mack/Jodie Bosler

Attendees will enjoy a light lunch, an informative and interactive panel discussion on important regulatory matters, as well as being provided with the opportunity share experiences with industry peers.

Space is limited, please select a link below and RSVP now:

Register Now

Request Media Pass


Ken Woo
Introduction: Ken Woo
Asset Management Leader,

Ken Woo is a specialist financial services tax partner and is also PwC’s national Asset Management Industry leader. He has been with PwC for over 25 years, 15 as a partner. Ken is actively involved in PwC’s global thought leadership and policy initiatives. He was a member of the Asia Funds Passport Working Group of the former Financial Centre Taskforce, the Board of Taxation’s Advisory Panel, the ATO Trust Consultation Group and has been involved in the development of the Investment Manager Regime. Ken advises a range of Australian and global hedge fund managers on both domestic and international tax aspects including setting up operations in Australia, inbound and outbound investment structuring, product development and tax management. Ken is a Fellow of the Institute of Chartered Accountants, a Solicitor of the Supreme Court of New South Wales and a Fellow of the Tax Institute and Chartered Tax Adviser.

Joseph Sheeran
Market Trends & Insights: Joe Sheeran
Assurance Partner,

Joe Sheeran is a Partner in PwC Sydney's Asset Management practice. Having worked for PwC in Dublin, Sydney, Mumbai and Tokyo, Joe has 18 years’ experience in the financial services sector. During that time he has worked on the IPO, capital raisings and audits of a number of listed and unlisted investment funds as well as providing assurance and advisory services to global banking and brokerage clients. Since returning from a secondment to PwC Tokyo, Joe has been acting as auditor and advisor to a range of Australian, US and Asian based hedge fund managers including assisting on the implications of offshore managers establishing operations in Australia. Joe graduated from University College Dublin with a Bachelor of Commerce and Masters of Accounting and is a fellow of the Institute of Chartered Accountants in Ireland and Australia.

Andrew Wheeler
Hot Topics: Andrew Wheeler
Legal Services Leader,

Andrew is the Legal Services Leader for PwC Australia and specialises in corporate and commercial law. Services provided by Andrew and his team include advice in relation to group and transaction structuring, business establishment and mergers and acquisitions in the financial services industry, equity capital markets advice, corporate re-organisations, financial services licensing, fund establishment, funds management and commercial documentation.

Darren Mack
Regulatory Update: Darren Mack
Tax Director,

Darren is a specialist investment management tax Director with over 14 years experience and over 11 years experience with PwC. He also spent 2 years on secondment to PwC Boston’s asset management practice. Darren has extensive experience in advising on funds management tax related matters including offshore investments, FATCA assessments, constitution matters and assisting clients with their compliance obligations such as tax returns and tax distribution reviews.

He is also active in the industry in respect of various consultations with Treasury and the ATO on the Investment Manager Regime, taxation of limited partnerships, and the Asia Region funds Passport. He is a Chartered Accountant and a Solicitor of the Supreme Court of New South Wales

Jodie Bosler
Other Regulatory Updates: Jodie Bosler
Tax Director,

Jodie is a Director in the Sydney Tax practice specializing in the funds management and custodial industry. Jodie is an operational tax expert, currently engaged in a number of FATCA, regulatory remediation and new market entrant projects.

Jodie has 18 years funds management and custodial industry experience from various roles at BT, Perpetual and RBC. Jodie has a B.Comm (Accounting & Legal Studies) from the University of NSW, is a Chartered Accountant and a member of the FSC FATCA and Unit Pricing working groups

Speakers may change at any time due to unforeseen circumstances.
The Hedge Fund Association is not responsible for attendee travel costs in the case of an event cancellation.

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