Peter Heaps
Peter is a highly experienced fund director with appointments to boards of hedge funds, private equity funds and traditional investment funds. Peter has over 25 years of experience in the asset management industry and is familiar with a broad range of sophisticated investment strategies as well as the critical fund operations underpinning them.
Peter acts a director on the boards of funds managed by leading financial institutions and has experience at Managing Director level of governance, compliance, risk and product development. He has worked alongside institutional, boutique and emerging alternative investment fund managers.
Peter was previously Managing Director and Country Head at RBC Dexia in Ireland where he initiated and managed the development of the operational risk and new business implementation departments as well as managing the inaugural SAS 70 accreditation. Before this he was a director of HSBC’s Irish fund administration business, with responsibility for its European client relations in the Alternative Fund Services division. He also established and managed the credit origination department. Prior to this Peter was Managing Director of Bank of Bermuda’s fund administration business in Guernsey and has held senior roles with Gartmore, where he was an Operations Manager, Company Secretary and a Compliance Officer.
Roisin Cater
Roisin is a highly experienced fund director and brings extensive legal and regulatory expertise to the fund boards she sits on. She has been involved in investment funds for over 20 years, and is very familiar with the local requirements of the Cayman Islands, having worked as a lawyer there from 1996.
She also acted as senior listings executive for the Cayman Islands Stock Exchange (CSX) in 1998-2000 and sits as a director on the CSX board. Roisin offers in-depth knowledge of many of the compliance issues faced by funds domiciled in the Cayman Islands.
Roisin was a partner in the Cayman office of the international law firm Mourant du Feu & Jeune, where she was head of the investment funds practise from 2005-2008, as well as head of office, MLRO and corporate administration. She trained and practised as a solicitor with Linklaters in London from 1991 to 1996. Roisin sits on the board of a local charitable organisation, NVCO. She is also a notary public.
John Ackerley
John has 20 years of experience in the financial services industry in the Cayman Islands, Ireland and Dubai and possesses a wide knowledge of investment fund structures and operations. He has a background in audit, accounting and fund administration and regularly writes on fund governance issues for the industry press.
John is well versed in the governance and regulatory issues facing fund managers around the world, and in particular in North America. In addition to hedge funds, he has worked with numerous institutions on private equity funds, real estate and special purpose vehicles. John has been active in the provision of governance services to the alternative investment industry since 2004 and is well-acquainted with good governance practises.
John was previously employed at Bank of America, Cayman, where he had overall responsibility for the client reporting team. He was also with The Harbour Trust Co., and was a SVP and Senior Executive Officer with Maples Finance in Dubai. He is a Fellow of the Institute of Chartered Accountants in Ireland, and a member of the Society of Trust and Estate Practitioners.
Julie O’Hara
Julie is a fund director with Carne Cayman and has over 13 years’ legal experience in the investment funds industry. She has extensive experience in corporate and commercial law, offshore investment funds, fund listings and fund restructuring, including advising on fund mergers; suspension of net asset value, subscriptions and redemptions; application of investor and fund gates; delayed payment schemes; side pockets and alternative investment vehicles.
Julie joined Carne from the Cayman office of international law firm Ogier, where she worked as a Managing Associate in the Business and Trust Law group, specialising in mutual funds, private equity funds, Shariah compliant funds and real estate funds. Julie is a member of the Cayman Islands Bar Association and the Cayman Islands Law Society. Julie graduated with a Bachelor of Laws (Hons.) from the University of Liverpool and qualified as an attorney-at-law in the Cayman Islands in 2001.