Lowenstein's Eileen Overbaugh, Partner, Investment Management, Fund Formation & Structuring, participates on a panel hosted by IFI Global and Jersey Finance.


  • Eileen Overbaugh, Partner, Investment Management, Fund Formation & Structuring, Lowenstein Sandler LLP
  • Stephen Culhane, Partner, Arnold & Porter Kaye Scholer LLP
  • Miles Edwards, General Counsel & Chief Compliance Officer, Bruderman Brothers
  • Hannah Jaeger, Head of Business Development Americas, Sanne
  • Elliot Refson, Head of Funds, Jersey Finance

Program description:

This event will focus on the issues that U.S. managers and advisors need to know about when considering where to domicile funds overseas. It will cover:

  • The impact of ESG on domicile selection
  • The European Parliament’s recent resolution seeking to reform the EU’s list of non-cooperative jurisdictions for tax purposes
  • Domiciliation choices in post Brexit Europe

Simon Osborn, CEO of IFI Global, will discuss some new research that IFI Global has just conducted into fund domiciliation for Jersey Finance. This research follows up on a similar research study that IFI Global undertook 12 months ago and again has involved extensive interviews with investors and fund managers. An expert panel will then discuss the main topics. 

Time: 5-6 p.m. ET