EACCNY Pulse: Transatlantic Business Insights


Hosted by the European American Chamber of Commerce (EACC), which is a unique platform where Europeans & Americans connect to do business. In these podcasts, the EACC in New York brings you relevant insights from our dynamic network of business executives representing various key industries from both sides of the Atlantic. This transatlantic setting provides you with valuable information and resources affecting business activities between Europe and the United States. Learn more and get involved here: www.eaccny.com
1. Future of Trade: Taking out the Spice of NI's Trade & Supply Chain Challenges
In this episode of “A look into the Crystal Ball on the Future of Trade,” hear Lucinda Creighton, CEO of VULCAN CONSULTING LTD., and Rob Heron, Partner at EY Belfast, discuss the post-Brexit landscape of Northern Ireland (NI), as well as, the associated challenges/opportunities for businesses under the Northern Ireland Protocol. EY and Vulcan Consulting our both members of the EACCNY. Enjoy!Lucinda Creighton, CEO, VULCAN CONSULTINGLucinda Creighton is a former Irish Minister for European Affairs and CEO of Vulcan Consulting Ltd. She was a member of the Irish Parliament for nine years.  As Minister for European Affairs Lucinda ran Ireland’s Presidency of the Council of the European Union in 2013, and represented the EU in initial trade talks with the United States, leading to the formal start of TTIP negotiations in 2013. From 2012 to 2014 she also served as Vice President of the European People’s Party – the largest political party in Europe. Lucinda is an advisory board member of the International Republican Institute and the European Council on Foreign Relations. By training, she is a barrister and qualified as a New York attorney.Rob Heron, Partner at EY BelfastAs a Tax Partner based in EY's Belfast office, Rob leads a team of 80 tax professionals delivering tax advice to a wide range of companies, partnerships and high net worth individuals.His broad experience includes advising on group re-organizations, raising finance, debt restructuring, international tax structuring as well as acquisitions and disposals.Rob's clients range from fast-growing entrepreneurial businesses to large multinationals and household names. His clients operate across a number of sectors, including retail, manufacturing, technology and construction, with a particular focus on the agri-food industry.Leading the EY Entrepreneur of the Year Programme in Northern Ireland, Rob has advised a large number of entrepreneurial businesses in the province and as EY’s Brexit lead in Northern Ireland, he has played a crucial role in advising a range of clients on the implications of the UK leaving the EU.Rob holds a degree in Agricultural Economics from Queen’s University Belfast.
Sep 27 2021
24 mins
The EU’s Quarterly Economic Update & Post-Pandemic Recovery, Summer 2021
This episode features Kristian (Kris) Orsini, Counsellor for Economic and Financial Affairs at the Delegation of the European Union to the United States, in conversation with Yvonne Bendinger-Rothschild, Executive Director of the EACCNY. Their discussion centers around the European Union's Summer 2021 Economic Forecast. Enjoy! Executive SummaryThe improving health situation and ensuing continued easing of virus containment measures are putting the EU economies back in motion. The near-term outlook for the European economy looks brighter than expected in spring. The contraction of GDP in the first quarter of the year turned out to be marginal, and milder than suggested by Eurostat’s Preliminary Flash Estimate, which was incorporated into the Spring Forecast. Falling numbers of new infections and hospitalisations, thanks to an effective containment strategy and progress in vaccination, have led EU Member States to reopen their economies, to the benefit of service sector businesses, in particular. Upbeat survey results among consumers and businesses, as well as data tracking mobility, suggest that a rebound in consumption is already underway and set to strengthen in the coming months. There is also evidence of a beginning revival in tourism activity, which should also benefit from the new EU Digital COVID Certificate. Together, these factors are expected to outweigh the temporary production input shortages and rising costs hitting parts of the manufacturing sector.Overall, GDP is now forecast to grow by 4.8% in 2021 and 4.5% in 2022 in both the EU and the euro area. The volume of output is projected to return to its pre-crisis level (2019-Q4) in the last quarter of 2021, which is one quarter earlier than expected in the Spring Forecast for the euro area. However, economic activity in the fourth quarter of 2022 would remain about 1% shy of the level that was expected before the pandemic, based on an extrapolation of the Winter 2020 Interim Forecast. The speed of the recovery will vary significantly across the Member States. Some are expected to see economic output return to their pre-pandemic levels by the third quarter of 2021, but others would take longer.The forecast for inflation this year and next has also been revised upwards, though retaining a hump-shaped profile. Rising energy and commodity prices, production bottlenecks due to the shortage of some input components and raw materials and capacity constraints vis-à-vis booming demand both at home and abroad are expected to put upward pressure on consumer prices this year. In 2022, pressures are assumed to moderate gradually as supply constraints resolve, order backlogs clear, and demand growth moderates. Accordingly, inflation in the EU is now forecast to average 2.2% this year and 1.6% in 2022 (+0.3 and +0.1 pps., respectively, compared to the Spring Forecast). In the euro area, inflation is forecast to average 1.9% in 2021 (+ 0.2 pps.) and 1.4% in 2022 (+0.1 pps.).Uncertainty and risks surrounding the growth outlook are high but remain overall balanced. The threat posed by the spread and emergence of variants of concern underscores the importance of a further rapid increase in full vaccination. Economic risks relate in particular to the response of households and firms to changes in restrictions and the impact of emergency policy support withdrawal.Inflation may turn out higher than forecast if supply constraints are more persistent and price pressures are passed on to consumer prices more strongly.
Aug 12 2021
30 mins
Towards a Renewed Transatlantic Partnership: Special Briefing by the European Union Ambassador to the US5. Future of Finance: Can AI Heal Cognitive Dissonance in Data Analytics with Armando Gonzalez, CEO of RavenPack
In this episode of “A look into the Crystal Ball on the Future of Finance,” hear Armando Gonzalez, CEO & Founder of RAVENPACK, and Andrea Fiano, Editor of GLOBAL FINANCE MAGAZINE, discuss how Artificial Intelligence (AI) and the huge amounts of data we have at our fingertips can be utilized to measure sentiment; additionally, how AI may be able to counteract (for now) the inevitable effect of cognitive dissonance of the human analysis.  Enjoy!Armando Gonzalez, CEO and Co-Founder of RAVENPACK, is a technology entrepreneur and the CEO and Co-founder of RavenPack, the leading provider of big data analytics for financial institutions. At RavenPack, he oversees all product design and engineering of the company’s data products and analytical tools. Armando is a recognized expert in applied big data and artificial intelligence (AI) technologies. He is widely regarded as one of the most knowledgeable authorities on systematic data analysis in finance.He is a recognized speaker at academic and business conferences across the globe. Armando holds degrees in Economics and International Business Administration from the American University in Paris. As a thought leader, his commentary and research has appeared in leading business publications such as the Wall Street Journal, Financial Times, among many others.Andrea Fiano is the Editor of GLOBAL FINANCE MAGAZINE since 2011. A native of Italy, he was previously the US bureau chief of the Italian financial daily paper MF-Milano Finanza and of the TV station Class-CNBC. He has been a financial journalist for over 30 years, and is a resident of New York City. He graduated in Sociology and Political Science at Hebrew University, and has since taken media and journalism courses at Stanford, Wharton and the New School.
Jun 22 2021
30 mins
4. Future of Finance: Addressing Climate Risks with Eila Kreivi, Director & Head of Capital Markets at the EIB
In this episode of “A look into the Crystal Ball on the Future of Finance,” hear from Eila Kreivi, Director & Head of Capital Markets at the EIB, as she speaks with Jayme Colosimo, Global Lead ESG & Head of North America, Business Advisory Services, Markets, at CITIGROUP. Their discussion focuses around how the EIB is aligning investments with the Paris Climate Accord and the European Taxonomy, as well as the development of technical screening criteria to make sure the investments are measurable and compliant with the set ESG requirements. Eila Kreivi is Director and Head of the Capital Markets Department at the EUROPEAN INVESTMENT BANK.Previously, she worked as Head of Funding for the Americas, Asia & Pacific at the EIB. Prior to joining the financing arm of the European Union in 1995, Eila Kreivi worked at the Union  Bank  of Finland and Société Générale, in Helsinki and in Paris.She holds a Master of Science degree in Economics from the University of Abo Akademi in Finland. In addition to her native language of Finnish, she is fluent in English, French  and Swedish.Eila Kreivi Chaired the Executive Committee of the Green Bond Principles in 2015-2018. She has represented the EIB at the EU High-level Expert Group on Sustainable Finance in 2017-2018, established by the European Commission.Currently, Ms Kreivi is an alternate member of the Board of Directors of the European Investment Fund (EIF). She also represents the EIB at the Technical Expert Group on Sustainable Finance created by the European Commission in 2018. In July 2020, she was elected as member of the Board of International Capital Market Association (ICMA).Jayme Colosimo is the Global Lead ESG & Head of North America, Business Advisory Services, Markets, at CITIGROUP, a thought leadership and global coverage strategic advisory group providing consulting, content, and insights to the C-Suite of Citi’s top 100 Global Markets clients on the innovation, regulatory, and technology trends impacting the investment management industry.Prior to joining Citi in 2018, Jayme served as a Senior Economist and Strategic Advisor to White House and senior U.S. policy makers on global macroeconomic, geopolitical, and international banking issues. She managed intelligence analysts focused on national security issues, developing an expertise in alternative data and analytics, cybersecurity, and financial applications of emerging technologies. Jayme holds a Professional Certificate in Data Science from the University of California, Berkeley and completed sponsored Executive Education at The John F. Kennedy School of Government at Harvard University. She holds a certification in Advanced Editing from the Poynter Institute School of Journalism and in 2020, graduated from a year-long certificate program in Data Visualization from Parsons School of Design. She holds an M.B.A. with an emphasis in Organizational Behavior and a Bachelor of Arts in International Business from Westminster College in Salt Lake City, Utah. Jayme is an AA Certified Advanced Robotics Process Automation (RPA) Professional Developer, an American Marketing Association (AMA) Professional Certified Content Marketer, and holds Series 7 and Series 63 securities licenses.
Jun 11 2021
24 mins
3. Future of Finance: The Future of Collateral with Brian Ruane, CEO of BNY Mellon’s Collateral Management
In this episode of “A look into the Crystal Ball on the Future of Finance,” listen to Brian Ruane, CEO of BNY MELLON's Government Securities Services Corp. and Clearance & Collateral Management; as he speaks with Yvonne Bendinger-Rothschild, Executive Director of the EACCNY.  Brian will walk us through BNY Mellon’s $4 trillion Clearance & Collateral Management business and how the collateral market is transforming the financial space since the start of the pandemic, and on both sides of the Atlantic.Brian Ruane is the Chief Executive Officer of BNY MELLON Government Securities Services Corp., Clearance & Collateral Management and Credit Services.  He is also a member of BNY Mellon’s Executive Committee. Brian leads BNY Mellon’s government securities clearance business as well as the firm’s collateral management franchise.Prior to his current role, Brian led Global Client Management, Alternative Investment Services and Prime Services.  Brian has been a member of the Pershing LLC’s Executive Committee since 2015. Brian was a key voice on the Federal Reserve Bank of New York’s Triparty Repo Infrastructure Reform Task Force, which drove systemic changes to ensure that the triparty repo market functions effectively and efficiently. He also served on the Federal Reserve Bank of New York’s Working Committee on The Future of the US Government Securities Markets. Brian is a frequent speaker on market structure and triparty repo. His recent papers include The Future of Wholesale Funding Markets and The Pandemic Stress Test.Brian is also the executive sponsor for the GENEDGE Network, a BNY Mellon Business Resource group focused on diversity. Brian is a member of the Dean’s Advisory Board of Hofstra University’s Zarb School of Business. Brian is also a member of the Chartered Association of Certified Accountants and is FINRA Series 7, 24, 63 and 66 licensed.Yvonne Bendinger-Rothschild, Executive Director of the EACCNY since October 2010. Prior to joining, she has worked and consulted for a number of non-profits and for-profits where she significantly contributed to their growth by raising their public profiles, geographic foot print and relevance within their respective industries. In her roles, she has worked with clients and partners across the US, in Europe, Latin America and Asia.Her priority is to create value for its membership and help grow the organization and its influence on both sides of the Atlantic. To that extend she is spearheading EACC’s international expansion strategy and is working with partners across the U.S. and Europe to identify & develop suitable locations and collaborators to expand the EACC chapter network.
Jun 9 2021
25 mins
2. Future of Finance: The Digital Customer with David Rice COO, HSBC Wholesale Bank
In this episode of “A look into the Crystal Ball on the Future of Finance,” "listen to David Rice, COO of HSBC's WHOLESALE BANK, speak with Daniel Bases, Managing Editor at LATINFINANCE as they discuss the Bank's digital transformation, the need for trust in a digital economy, "Ubiquitous banking,"  the customer of the future, and more!David Rice, COO, HSBC WHOLESALE BANKING David, 36, is an accomplished finance executive with a thirst for understanding how complex organizations work and the value of local context in decision making. Educated in the U.K, David has worked for HSBC Bank across four geographies and multiple businesses. In 2015, David became one of the youngest Managing Directors at HSBC, leading the execution of the Commercial Bank’ AML & Sanctions program globally. In 2018, David came back to New York City and is currently the Chief Operating Officer for US Wholesale Banking and Global Banking Americas.David spends most of his spare time with his wife, Catherine, daughter Olivia, newly born son Jack and their dog, Nutella. He serves as President & Chairman of the Board for the HSBC Realty Credit Corporation (USA) and sits on various external boards including; Rutgers Business School and MIT. David is fanatical about sport, more watching than playing these days.Daniel Bases, Mannaging Editor, LATINFINANCE Dan is also a former Emerging Markets editor and US Public Finance editor at Reuters News in New York. Dan is an award winning editor and foreign correspondent, who has spent the last 25+ years writing about and analyzing financial, economic, foreign policy and general news on four continents. He is currently the managing editor for LatinFinance Magazine and before that he held the unique dual-role of Emerging Markets editor and US Public Finance editor at Reuters News in New York.
Mar 30 2021
20 mins
1. Future of Finance: Sustainability with Gerald Walker CEO, ING Americas
To start of our series: "A look into the Crystal Ball on the Future of Finance," hear from Gerald Walker, CEO of ING AMERICAS, along with Richard Beales,  Global Deputy Editor at REUTERS BREAKINGVIEWS as they discuss forward-looking innovation in the sustainable finance space.  What are the challenges of implementation? How has the Pandemic accelerated the shift towards sustainable financing? And more !Gerald Walker was appointed CEO of ING Americas in June 2017. Prior to this role, he held a a range of senior positions within ING including CEO UK, Ireland, Middle East and Africa, Global Head of Transaction Services, Global Head of Securities Services, and Global Head of Lending.Beyond the Americas, Gerald is a member of ING’s Wholesale Banking Management Team and a member of ING’s Management Council. He is a member of the Board of Directors of the City Parks Foundation in New York and a Trustee of The Committee for Economic Development (CED) in Washington D.C.Previous non-executive roles have included Chairman of the Board of The Association of Foreign Banks (UK), Board Director of TheCityUK, Advisor to the Board of The International Business and Diplomatic Exchange (UK), Board Director of the European Association of Banking & Financial History (Germany) and Member of the Wholesale Advisory Committee of the British Bankers Association.During his career, he has lived and worked in London, Paris, Brussels, Amsterdam and, since 2017, New York. A Freeman of the City of London, Gerald is also a Liveryman of the Worshipful Company of International Bankers of the City of London.He holds a Masters Degree in Economics from The University of Edinburgh (UK) and has studied at INSEAD (France) and IMD Business School (Switzerland).Richard Beales, Global Deputy Editor, joined BREAKINGVIEWS in 2007 from the Financial Times, where he was U.S. markets editor and a Lex columnist. Prior to the FT, he spent more than 10 years as an investment banker at Schroders and Citigroup, based largely in Hong Kong and working on project finance, mergers and acquisitions. He has also lived in Sydney, Australia, and began his working life in London at Mars & Co, a management consultancy. Richard holds a masters in business journalism from New York University and a degree in biochemistry from St John’s College, Cambridge.
Mar 15 2021
23 mins
23. Brexit Musing: Last Word with John Bruton, Former Irish PM & EU Ambassador to the U.S.
This final "Brexit Musing" episode features John Bruton, the former Irish Prime Minister (Taoiseach) and former EU Ambassador to the United States who will share his wisdom on what Brexit means and his thoughts moving forward with regard to not only the UK and EU, but also the U.S.John Bruton served as Taoiseach from 1994 to 1997.He was born in 1947 and graduated from University College Dublin in 1968 with a Bachelor of Arts degree in economics and politics. He was called to the Bar of Ireland in 1972. He holds Honorary Degrees from Memorial University of Newfoundland, the University of Missouri, and the National University of Ireland.He was first elected to Dáil Éireann in 1969 at the age of 22 as a member of the Fine Gael Party, joining its front bench in 1972, becoming Party Leader in 1990, and leading it into government in 1994. He served as Minister for Finance (1981-1982 and 1986-1987), Minister for Industry & Energy (1982-1983), Minister for Industry, Trade, Commerce & Tourism (1983-1986) and was a Junior Minister from 1973-1977.As Taoiseach he was deeply involved in the Northern Irish Peace Process leading to the 1998 Good Friday Agreement. While Taoiseach, he presided over the successful Irish EU Presidency in 1996 and and chaired the European Council meeting that year which finalised the Stability and Growth Pact underpinning Economic and Monetary Union and the management of the Euro.He was appointed EU Ambassador to the United States in October 2004, and served for five years.He was a member of the Praesidium of the Convention that drafted the proposed European Constitution, signed in Rome on October 29, 2004, which is the base for the Lisbon Treaty now in force.Currently he is a member of the boards of Ingersoll Rand plc, the Irish Diaspora Loan Origination Fund, and Smart Invest ltd, and a number on non profit boards.He also has a unique insight into the processes surrounding the United Kingdom’s exit from the European Union, and of the economic policy of the Euro.
Jan 1 2021
36 mins
22. Brexit Musing: Impact on Taxes under the Biden Administration with PwC
This "Brexit Musing" episode features PwC’s Mary Shelton Rose, Partner, Regional Vice Chair and US Brexit Response leader and Mark Prater, Managing Director, Tax Policy Service Group within the National Tax Services group as they “muse” about the potential impacts of a deal or no-deal within a Biden Administration. Mary Shelton Rose, Vice Chairman, Client Service, for markets in the East Region of the United States, Mary is responsible for the development of committed relationships between clients and our firm for a broad range of assurance, tax, and advisory services. In addition to the Vice Chairman role, Mary is the leader of the PwC US Brexit Response office. In this role, Mary leads a team of professionals focused on helping US-based clients navigate the risks and opportunities around Brexit.In her more than 29 years of professional experience at PwC, Mary has served key clients across a variety of industries in the areas of technology, consumer markets, entertainment, media and telecommunications industries.Over the course of her career, she has led or participated in consulting engagements involving financial and operational due diligence, design and implementation of governance structures and target operating models, human capital organizational design and deployment, profitability analyses, industry/market research, financial modeling and forecasting, statistical analyses, valuations, contract management and forensic investigations. Prior, Mary served as the East Region Advisory Leader.As a recognized thought leader and industry expert on entertainment and media, Mary has been invited as a guest speaker for industry forums, including the Variety Entertainment and Technology Summit and the Digital Entertainment Group Annual Forum.Mary holds a B.S. and a Masters in accounting from the University of North Carolina at Chapel Hill and is a licensed CPA in California and North Carolina. As a proud graduate, Mary was the MAC commencement address keynote speaker for 2017. Currently, Mary is on the board of trustees for The Fletcher School.Mark Prater is a Managing Director in the Tax Policy Services (TPS) group of PwC’s Washington National Tax Services (WNTS) practice. In his role, Mark advises clients with respect to tax policy issues and tax legislation with a concentration on the Tax Cuts and Jobs Act of 2017.Prior to joining PwC Mark served as a Chief Tax Counsel and later a Deputy Staff Director on the Republican staff of the Senate Finance Committee. Mark was selected as Staff Director for the Joint Select Committee on Deficit Reduction, (“JSCDR”) i.e. the Super Committee.Mark Prater graduated from Portland State University with a B.S. in accounting and obtained a J.D. from Willamette University and an LL.M. in Taxation from the University of Florida.
Dec 28 2020
16 mins
21. Brexit Musing: A Closer Look at Compliance, Merger Control & State Aid with A&L Goodbody
This "Brexit Musing" episode features Vincent Power, Partner in EU, Competition & Procurement at A&L GOODBODY and based in Dublin, Ireland. Vincent's recording focuses on what businesses from both sides of the Atlantic should be aware of Post-Brexit with regard to Compliance, Merger Control and State Aid. Dr Vincent Power is a Partner at A&L GOODBODY that specializes in EU law, EU and Irish competition/antitrust law, merger control, regulatory law and transport law for national and international as well as public and private clients.He is Head of the Firm's EU, Competition & Procurement Group which is consistently ranked at the forefront of Irish law firms and he is seen as the most experienced competition lawyer practising in Ireland.In 2017, he won the ILO Client Choice Award for the category of "EU Competition and Antitrust" across the entire 28 Member State European Union and in 2018, he won the same award for Ireland – these awards are made by The International Law Office in recognition of a partner who excels across the full spectrum of client service. In 2019, he was elected Chairman of the European Maritime Law Organisation. He is listed in the Lloyd's List Top 10 Maritime Lawyers 2019 worldwide.Vincent has advised on most of the leading competition, merger control, EU law, cartel, abuse of dominance, State aid, joint venture, pricing, refusal to supply, competition investigations, dawn raids, Competition Authority / CCPC and competition litigation cases in Ireland over the last 20 years. He has been involved in several hundred merger filings in Ireland and the EU and has experience and expertise in all of the issues involved. He has developed a particular expertise in regard to Brexit Law.
Dec 24 2020
21 mins
20. Brexit Musing: Cyber & Privacy with Orrick
This "Brexit Musing" features Keily Blair and James Lloyd, who are both Partners in ORRICK HERRINGTON & SUTCLIFF's cyber and privacy group in London. They will dive into the potential effects of Brexit on companies responding to cyber attacks and the impact on regulatory enforcement off the back of such incidents.Keily Blair heads up ORRICK's Cyber & Data Privacy Enforcement & Litigation Practice in London. Keily works with her clients as a "strategic business partner" to navigate privacy and cyber security crises to achieve better commercial, regulatory and judicial outcomes.As a litigator, Keily has a different perspective on cybersecurity and data privacy issues. She has led the response to investigations by the UK’s Information Commissioner’s Office, the Irish Data Protection Commission, the Competition and Markets Authority, the FCA, the SFO, the U.S. Department of Justice, the FBI, the SEC and Parliamentary Select Committees. Keily has also acted as external legal counsel for privacy and financial service regulators.On cybersecurity issues, Keily directs cybersecurity incidents and investigations across multiple jurisdictions and incident types from simple business email compromises, to enterprise-wide network intrusions and cyberattacks with national security implications. Keily has worked with national and international law enforcement and is called upon to act as external legal counsel to security and forensics firms when engaging with regulators.In the civil arena, Keily has led on a number of high profile privacy litigation matters, including civil damages claims and collective actions following personal data breaches and privacy-related judicial reviews. She frequently counsels clients on the growing risk of privacy-related class actions and interventions by privacy advocates in the UK and the EU.James Lloyd is a Partner in ORRICK's Cyber & Data Privacy Enforcement & Litigation Practice in London. Working with clients to navigate all aspects of international data privacy and cyber security crises to achieve better commercial, regulatory and judicial outcomes.Bringing a unique approach to cybersecurity and privacy in the UK and Europe, James serves his clients in guiding their response to cyberattacks, data breaches and enforcement action by data protection regulators. Described by his clients as “extremely knowledgeable and can always be relied on to provide timely, pragmatic and commercial advice,” James helps them navigate the confusing and, at times, contradictory world of privacy with confidence, and support them to achieve their overall business aims and objectives.James has led the response to significant enforcement investigations by international and domestic regulators, including the UK’s Information Commissioner’s Office, law enforcement agencies and Parliamentary Select Committees and also has significant expertise in conducting internal investigations on behalf of international corporations. Backed by extensive litigation experience, he is able to defend his clients when data privacy issues lead to litigation.
Dec 21 2020
22 mins
19. Brexit Musing: Supply Chain, Trade & Customs with Middleton Shrull & Bock and CLA
This "Brexit Musing" episode features Matthew Bock, Partner at MIDDLETON SHRULL & BOCK, LLC and Amy Moore, Principal at CLIFTONLARSONALLEN (CLA) as they 'muse' about the possibilities of a deal or no-deal Brexit and its impact on your customs and trade experience, as well as your supply chain. Additionally, they suggest mitigation plans and how your business can best prepare for the coming of the new year Post-Brexit.Matthew Bock is a Partner at MIDDLETON SHRULL & BOCK, LLC, where he is exclusively committed to representing clients in all aspects of customs and international trade law and import/export regulatory compliance.  Matthew was previously a member of a customs and international trade law firm in Dallas, TX, and Ernst and Young’s Global Trade practice in Dallas and Houston, TX.Matthew earned his juris doctorate degree from Loyola Law School, Los Angeles, and a master of laws degree (LL.M.) in International Economic Law from the University of London – School Of Oriental and African Studies (SOAS).  Matthew also obtained a bachelor’s degree in Multinational Business Operations from Florida State University.Matthew is a licensed customs broker and is admitted to practice law in Massachusetts, New York and the U.S. Court of International Trade.Matthew is on the Board of Directors and is the Secretary of the New England chapter of the National Defense Industrial Association (NDIA), and is also on the Board of Directors of the Coalition of New England Companies for Trade (CONECT).Amy Moore, Principal, leads the Global Concierge practice for CLIFTONLARSONALLEN with more than 20 years of experience. Amy brings a wealth of experience to help companies to expand or grow their operations into the United States in an efficient and effective manner.She began her career at Arthur Andersen leaving as a manager, where her focus was in the Audit of Technology, Life Science and Financial Services Companies. She was apart of three IPO's during her time at Andersen. She then spent 7 years in private industry working as the AVP of Management Reporting at an International Finance and Insurance Company. In this role, she worked with the CFO and COO on both buy and sell side transactions, and played a critical role of the integration process. as well as building out the Management Reporting Framework. This framework was critical in managing real time results and was critical in the IPO process when the US subsidiary was transitioned out of the broader umbrella. In addition, she lead up the integration of numerous acquisitions, focusing on the accounting, operational and technical integrations. From there, she joined a rapidly growing Professional Services Firm as its CFO which was expanding its footprint both domestically and internationally. This role included Accounting and Finance, HR, Legal, IT and Marketing. Throughout her tenure, the company more than doubled in size, footprint and revenues, while maintaining and growing the profit margin. During this time she worked to build out a scalable right size infrastructure.
Dec 17 2020
20 mins
18. Brexit Musing: A Tax Round-Table with RSM
In this "Brexit Musing," tax experts from RSM integrate corporate, employment and customs tax specialists from both the US and UK. The discussion will cover the latest position in the UK-EU negotiations ahead of the December 31 deadline and explore some of the potential tax-related implications and thoughts from the panel. Areas of focus will cover views on the potential UK tax landscape for 2021 and which tax areas might be open to changes. This also includes topical issues around group structures, people movement, withholding taxes and bi-lateral tax agreements. This Brexit Musing will be of interest to organisations operating, investing and trading pan US-EU-UK and should give topical food for thought from the team at RSM.Simon Hart is the Lead International Partner at RSM UK. He’s also a member of our board, our specialist on Brexit, a Harvard Business School ‘Leading Professional services firms’ alumnus, and a keen road cyclist.Simon’s role involves working with the RSM international network of firms on global initiatives, helping to enhance the support and services we provide to clients who want to expand internationally. He is a Board member of RSM International.Chris Gore is an Expatriate Tax Director at RSM UK based in London with over 15 years’ experience of advising companies and their employees in respect of international mobility, overseas remote working and international payroll.Chris has vast experience in assisting clients of all sizes, across a variety of different sectors.  He provides a wide variety of services, including cross border tax and social security advice, tax efficient structuring and planning of assignments, advice in respect short term business visitors, international coordination of advice and compliance services, completion of home and host tax returns, arrival/departure tax consultations, advice in relation to tax equalisation and net pay schemes.Dan Robertson is Corporate Tax Partner at RSM UK with over 15 years experience of advising clients on their corporate and international tax affairs. He is a UK tax specialist but has gained extensive international tax experience having spent over 10 years in an international tax team prior to joining RSM in April 2015.During his career he has advised clients in a wide range of industries but over the last five years has focused primarily on businesses in the media and technology sector, most notably managed services business and software companies.Dan has experience of advising on a wide range of corporate activity including both buy and sell-side due diligence and transaction structuring, group reorganisations and refinancing, and capital market listings. Mark Strimber, International Tax Principal at RSM US, is an experienced international tax professional advising middle market companies on their cross-border operations. Areas of expertise include tax efficient structuring, M&A, cross-border financing and general international business consulting. Industry focus on private equity, technology and industrial products. Adjunct Assistant Professor teaching international tax. Graduated from Brooklyn Law School.
Dec 14 2020
23 mins
17. Brexit Musing: How will UK & EU Competition Law Interact & Develop? A Conversation with Steptoe
In this "Brexit Musing" episode, Paul Hughes and Damon Kalt from STEPTOE & JOHNSON discuss the effects of Brexit on UK & EU Competition law. They begin with an overview of the current reach of EU Competition Law. This is then followed by a discussion on how Brexit could cause a potential EU-UK divergence within the Competition Law arena due to changes in: enforcement,  civil suits, merger controls and more, Post-Brexit.Paul Hughes, Of Counsel, STEPTOE & JOHNSON [Brussels]: His practice focuses on competition law and privacy and data protection, with an emphasis on regulatory compliance and enforcement issues.Paul has handled all aspects of EU and national merger control, from the initial analysis of a merger's potential antitrust impact through to filing and full regulatory investigation with both the European Commission and national authorities. Paul has also been involved in defending and bringing competition law complaints before the European Commission and national authorities, both for anti-competitive agreements and allegations of abuse of dominance. He frequently advises on the competition law aspects of collaborative and co-operative joint ventures, agency, distribution, franchising and brand licensing. He has worked with specialist strategy consultants on technology licensing and distribution matters and advises on the intersection between competition law and data protection.As an English solicitor and Avocat at the Brussels Bar, he is ideally placed to advise on the potentially divergent aspects of UK and EU competition and data protection laws in the post-Brexit regulatory environment. Paul has had a longstanding career in the academic community, having lectured and written on competition law, privacy, and data protection issues.Damon Kalt, Partner, STEPTOE & JOHNSON [Washington]: His practice encompasses all aspects of antitrust law, including private litigation, class action defense, cartel investigations, compliance counseling, mergers and acquisitions, joint ventures, Hart-Scott-Rodino compliance, and representation of clients in connection with civil investigations by the United States Department of Justice (DOJ), the Federal Trade Commission (FTC), and the Federal Communications Commission (FCC), among other regulators. He has extensive experience representing clients across a number of industries, including internet/technology, telecommunications, health care, computer software and hardware, waste services, aerospace, energy, mining, machine tools, financial services, and automotive repair equipment, among others.
Dec 10 2020
21 mins
16. Brexit Musing: Understanding the Geopolitical Landscape with ING15. Brexit Musing: Data Transfers, Privacy, Protection & GDPR with Portolano
Dec 1 2020
14 mins
14. Brexit Musing: The future of FinTech with Loyens & Loeff and NFIA
In this episode of the "EACCNY Brexit Musings" series, Daniel Klein Velderman, head of NFIA in NY, and Martijn Schoonewille, Partner & Attorney at LOYENS & LOEFF, discuss the challenges, but also the opportunities that Brexit brings to the table for FinTech parties while highlighting changes which may also benefit and impact US firms.Daniel Klein Velderman is a Director and the Head of the NETHERLANDS FOREIGN INVESTMENT AGENCY (NFIA) in New York. In this position he informs and assists US based companies on setting up their European operations, expansion or restructuring and introduces them to the relevant Dutch business networks. Daniel's efforts include among others establishing European headquarters, European warehouses and logistics, regional sales offices and R&D operations in all industries. Specific guidance involves taxes & incentives, supply chain, VAT & customs, site selection, recruitment, immigration procedures, work permits and government relations.Previously, Daniel worked for Deloitte as International Tax Lawyer in the Netherlands as well as in New York. In this role he advised multinational clients, with a focus on group structure optimization and leading the ruling process with the Dutch tax authorities.He started working for Deloitte in 2009 and has a master’s degree in Tax Law from Erasmus University in Rotterdam.Martijn Schoonewille, Partner at LOYENS & LOEFF, specializes in advising financial institutions – including banks, investment firms, fund managers, custodians, trading platforms and insurers – on legal and financial regulatory aspects of their businesses and transactions in the Netherlands and, where relevant, the continental European markets. In addition, Martijn acts as counsel to financial institutions, investors and companies in a variety of public and private debt offerings and alternative financing structures.He is one of the driving forces behind the Loyens & Loeff Tech Academy and has a particular interest in artificial intelligence, smart contracts and DLT uses in financial markets.With a background in Corporate/M&A, Martijn was seconded in 2008 to an investment bank. From the beginning of 2010 to the end of 2012 he was based in Loyens & Loeff’s London office. Martijn also lectures frequently on financial regulatory topics at Dutch universities and international conferences.Jildis Deumens, from LOYENS & LOEFF, specializes in Dutch corporate tax on issues in international structuring and restructuring, private equity and M&A transactions. Her clients mainly consist of US multinationals and investment funds (including private equity).Jildis has a focus on the US market and is currently based in our New York office. She is a member of Loyens & Loeff's international tax services team.
Nov 26 2020
19 mins
13. Brexit Musing: Dissecting negotiations in the backdrop of the U.S. elections with FTI Consulting
In this episode of the "EACCNY Brexit Musings", we will hear from Alex Deane, Senior Managing Director & Head of UK Public Affairs at FTI CONSULTING and Dr. Erica Elliott Richardson, Managing Director in the FTI CONSULTING US Public Affairs practice. Their discussion will begin with a deep dive into where negotiations have currently got to and what this means for expectations for 3rd party deals and for others. Alex and Erica will then muse on the ramifications that the US Elections have on Brexit relations and what the outcome means for both the UK and the EU. Who are the winners and losers? Which sectors will benefit the most? What does this mean for UK/US trade relations? Listen to the podcast to find out more.Alex Deane is a Senior Managing Director at FTI CONSULTING. He is Head of UK Public Affairs within the Strategic Communications practice, and is based in London.He has more than 15 years’ experience in advocacy and has worked with numerous high profile individuals and companies in a senior advisory capacity. Alex joined FTI Consulting in 2014, and works with professionals from across the firm, advising clients from the Healthcare, IT and Communications, Engineering, Energy, Chemical and Financial Services sectors. Prior to joining FTI Consulting he served as Head of Public Affairs at another leading multinational agency.A Cambridge graduate, Alex practised as a barrister for several years. He served as the founding Director of Big Brother Watch and often appears in the media as a political commentator; he is a Sky News regular and a BBC Dateline London panellist.An active member of the Conservative Party since 1995, Alex served as Chief of Staff to David Cameron and Tim Collins during their respective periods as Shadow Secretaries of State for Education in opposition. In 2007, he was asked to serve as an adviser to the Liberal Party's campaign for re-election at the federal polls under John Howard.Erica Elliott Richardson is a Managing Director in the Strategic Communications segment. As a member of the Financial Services sector team, Dr. Richardson brings expertise in communications, financial services policy, US Congress and international government. She possesses nearly twenty years of experience in strategic public affairs, in both the government and private sectors.Prior to joining FTI Consulting, Dr. Richardson served as a political appointee to the Commodity Futures Trading Commission (CFTC), approved by the Executive Office of the President. Her government service also includes almost a decade working for the U.S. Congress, during which time she worked on the highest profile political and policy issues.In the private sector, Dr. Richardson has advised domestic and international clients on global public policy and communications in the US, UK, European Union and emerging markets.During her tenure at the CFTC, Dr. Richardson was responsible for strategic communications and brand management of the agency. She was involved in the strategic planning for all external-facing Commission matters including legal, domestic and international policy, risk surveillance, and examinations programs; educating policymakers on the importance of risk transfer markets to economic growth and employment; agency efforts related to digital assets; and the Commission’s overall enforcement program and individual investigations.On Capitol Hill, Dr. Richardson served as the top spokesperson for the now-Minority Leader in the House of Representatives, Kevin McCarthy (R-CA). Dr. Richardson was an architect of The Access to Capital for Job Creators Act (H.R.2940), which became law as part of the bipartisan Jumpstart Our Business Startups (JOBS) Act (H.R. 3606), signed into law by President Barack Obama on April 5, 2012.
Nov 19 2020
22 mins
12. Brexit Musing: Exploring Export Controls & Sanctions with FTI Consulting
In this "Brexit Musing," we will hear from Ollie Welch of FTIs Public Affairs Practice along with Jim Huish who heads up the EMEA Export Controls and Sanctions Practice both based in London.  Ollie and Jim will walk us through the impact of Brexit on in the Export Controls and Sanctions arena in relation to industry, measures already taken and some of the practical implications that are fast becoming focus areas in the build up to the end of the year.Jim Huish is a Managing Director and the EMEA Leader of the Export Controls & Sanctions offering in the Forensic & Litigation Consulting (FLC) segment at FTI CONSULTING, and he is based in London.  Jim specializes in international trade compliance including customs compliance, supply chain security, export controls, economic sanctions, antiboycott, and related US and global regulations. Jim helps his clients build or enhance their trade compliance programs through a practical approach to procedural enhancements, audits, and trainings that are properly benchmarked. Having worked across multiple industry sectors he is able to provide both proactive and reactive solutions to clients, balancing these multi-jurisdictional laws and regulations with the practical realities of implementing sustainable solutions into the day-to-day operations of the company. Prior to FTI Consulting, Jim held various positions in large multinationals in various compliance positions in the telecom, power management, aerospace and defence, and high-tech sectors. He served as the Regional Compliance Director with a telecommunications manufacturer where he led compliance efforts in Europe and Russia under intense government scrutiny including multiple government-imposed monitors. Jim started his career in industry, spent six years in consulting, including leading the European export controls practice for a Big 4 firm, and then went back into industry, where he was responsible for defining and implementing compliance programs following legacy compliance breaches.Ollie Welch is a Senior Director in FTI CONSULTING's Public Affairs practice in London where he works closely with clients in the industrial sector on matters of UK government policy and engagement. His clients operate across a number of highly-regulated sectors and he specialises in the challenges of public procurement, technology integration and digitisation, and international trade with a particular focus on Brexit. Ollie began his career in the Civil Service, mostly with the Ministry of Defence where he was variously responsible for issues of armed forces procurement policy, including single source procurement and international acquisition. He supported the delivery of both the 2010 and 2015 Strategic Defence and Security Reviews and served as private secretary to the Defence Procurement Minister. His final posting was a Head of Exportability, where he was responsible for developing and executing the MOD’s policy to ensure that capability procurement supports strategic industrial objectives. Between leaving the Civil Service and joining FTI Consulting, Ollie spent two years with Make UK, the national association for manufacturing, where he led policy work relating to new technologies, digitisation and security. Working closely with business at all levels from prime contractor to SME on broad issues and individual business concerns, Ollie specialised in the particular set of policy, regulatory and communications challenges in the defence, aerospace and security sectors. In this capacity he has sat on Ministerial working groups, contributed directly to Government-led policy formulation and has given evidence to the National Security Select Committee.
Nov 16 2020
28 mins