Meet the Board
Our Board of Directors is comprised of the following dedicated, experienced, and well-respected members of the Cayman Islands financial services industry. Their broad range of skills and experience provides our association with the strong and capable leadership our industry needs to continue to prosper in the ever changing landscape of global finance.
Conor O’Dea – Chairman
Since 1989, Mr O’Dea worked for Butterfield Bank (Cayman) Limited in various capacities. He ended his executive career with a stint as Managing Director Cayman and President & Chief Operating Officer, BNTB Group. In April 2016, he retired from executive responsibilities with Butterfield Group and assumed a non-executive role as Director of BNTB Board and Chairman of Butterfield’s Board. Throughout his career, Mr O’Dea has also served in various associate and government positions, including President at the Cayman Islands Bankers’ Association and the Chamber of Commerce.
Nick joined Ogier as a partner in 2010. He advises on a wide range of corporate matters with a focus on hedge fund and private equity fund formation, joint ventures, acquisitions, and venture capital financing transactions. His principal areas of practice are investment funds, corporate and commercial business and trust law group and listing services.
Anthony is a Global Lead Engagement Partner, Head of Asset Management and Head of KPMG IMPACT for the KPMG Islands Group. His portfolio of clients include some of the world’s largest asset managers and alternative investment platforms. Anthony is a member of KPMG’s Global Alternative Investments Leadership Team and a Director of the CAIA Association, the global leader in alternative investment education and provider of the CAIA designation, the alternative industry benchmark. An active member of his community, Anthony is Head of Citizenship for KPMG in the Cayman Islands. He is a trustee of Becoming X, a global charity that works with the most inspiring and iconic people to help create a world where everyone can realize their potential, no matter what their starting point in life. He is also a founding board member of Literacy Is For Everyone, an independent charitable organization created to improve literacy in the Cayman Islands.
Graeme Sunley is PwC Cayman’s territory leader as well at the asset management leader for PwC Cayman and the wider network of PwC firms across the Caribbean. He was admitted to the PwC Cayman partnership in 2006. He has more than 20 years of professional experience with PwC, the last 18 of which have been with PwC Cayman. His client portfolio comprises alternative investment funds with a variety of different investment strategies and legal structures. He works with major fund administrators, legal counsel and fund governance firms.
Alan Dickson is a Partner in the Corporate Department of Conyers in the Cayman Islands and has been with the firm since 2000. Previously, he headed the firm’s São Paulo office from 2009-2013 and the Singapore office from 2013-2018 and he is well-versed in both Latin America andAsia mid-shore and offshore jurisdictions.
Alan’s current practice includes many areas of corporate and commercial law, with particular experience in securities law, private equity, investment funds and mergers and acquisitions. Alan also advises public and private companies on a wide range of financings and restructurings
Melissa Lim is based in Walkers’ Cayman Islands office where she is a partner in the Global Investment Funds Group. She has extensive experience in a broad range of investment fund structures including private equity funds, hedge funds, technology and venture capital funds, cryptocurrency funds and unit trusts. Melissa regularly acts for leading investment banks, investment managers, private equity houses and corporate trustees, advising on the structuring and formation of funds, their downstream tran sactions and exit mechanisms. An integral part of her practice involves advising in relation to mergers and acquisitions, joint ventures, preference share issues, corporate restructurings and other corporate transactions and FinTech transactions including blockchain projects and digital assets. She also has significant expertise in advising on finance transactions (in particular, capital commitment subscription financing and LBO financing) and related issues of security creation and perfection.
Michael McWatt is the Managing Director for Butterfield Bank (Cayman) Limited with responsibility for the Butterfield Group’s Cayman operations as well as overall responsibility for Community Banking functions in Bermuda and Cayman. He is a career banker with more than 25 years’ experience in Canada, Bermuda and the Cayman Islands. He has been with Butterfield for the past 17 years and was previously Group Chief Credit Officer in Bermuda and Executive Vice President and Deputy Managing Director in Cayman. He previously held positions in Corporate Banking and Risk Management in Canada.Michael holds a BA in Economics from McMaster University, an Honours Commerce Degree from University of Windsor and is a graduate of the Executive Program from the Ivey School of Business at Western University. He is a Director and past president of the Cayman Islands Bankers’ Association.
David Roberts – Treasurer
David Roberts is the Managing Director of Cayman Management joining in the firm in 1982 and has the overall responsibility for the diverse range of services provided by Cayman Management and its affiliated companies. He specializes in the establishment and operation of a variety of corporate structures and holds numerous executive and non-executive directorships, including hedge funds, insurance and reinsurance companies, investment companies, international holding company structures, along with general operating and asset holding companies.
David has an extensive background in business administration, investment and international corporate matters. He took up residency in the Cayman Islands in 1982, prior to which he gained international experience to a senior level with an international publicly quoted company based in the UK. He is a Fellow of the Institute of Chartered Secretaries and Administrators in the United Kingdom and is a registered Trust and Estate Practitioner. David is a long standing Director of Cayman Finance Ltd., is a founding member of the Cayman Islands Directors Association and is currently sitting on a number of other financial sector representative boards and committees.
Stuart is Deloitte’s Office Managing Partner and has over 25 years’ experience in public accounting, the last 18 of which have been based in the Cayman Islands where he has been a partner since 2000. Stuart specialises in insolvency, forensic accounting and dispute consulting. He is a Canadian qualified Chartered Accountant, as well as a Chartered Insolvency and Restructuring Professional and Certified Fraud Examiner. He is a member of the Cayman Islands Society of Professional Accountants and founding board member of the Cayman Islands chapter of the Alternative Investment Management Association. In addition to his local responsibilities, Stuart is the lead partner for Financial Advisory Services in the Deloitte Caribbean & Bermuda Cluster, as well as a member of the America’s Financial Advisory Services board.
Jon is Global Head of the Investment Funds group of Maples and Calder and is based in the Cayman Islands. He specialises in hedge fund and private equity fund formation, representing a diverse industry client base. Jon has extensive knowledge of structuring and regulatory issues, and is a frequent speaker at industry events. Jon joined Maples and Calder in 1998 and was elected as a partner in 2003. He previously worked in the corporate team at Russell McVeagh McKenzie Bartleet & Co in New Zealand and, before that, in the mergers and acquisitions group at Linklaters in London. Who’s Who Legal ranked Jon as one of the top ten Most Highly Regarded Individual Offshore Lawyers in private funds. He has been recommended in Legal 500, and named as a leading lawyer by IFLR1000. Jon has been ranked in Band 1 as a notable practitioner by Chambers Global.
Rohan is a partner in the Bahamas, Bermuda, British Virgin Islands and Cayman Islands (BBC) region of Ernst & Young’s Financial Services Organization.
He has more than 20 years of audit experience in the financial services sector serving numerous large hedge funds, private equity funds, special purpose vehicles and banks. He is currently the IFRS leader for the BBC.
Rohan received Bachelor Degrees in accounting and computer science from the University of Texas located in Austin. He is licensed as a CPA in the State of Illinois, a member of the American Institute of Certified Public Accountants (AICPA) and a member of the New York State Society of CPAs.
Rohan has served on various government, statutory and service organization boards and committees. Rohan is a past Chairman of the Cayman Islands’ Chapter of the Alternative Investment Management Association (AIMA), past president of the Cayman Islands Society of Professional Accountants (CISPA), and the first chairman of it’s Licensing Committee.
BIO Simon Raftopoulos is the Local Corporate Practice Group Head in the Cayman Islands and a member of the Corporate Finance and Private Equity teams. He represents clients in a wide variety of corporate finance transactions, including private equity and fund finance, joint ventures, mergers, acquisitions, leveraged buyouts, initial and secondary public offerings and private placements of equity and debt securities. Simon also represents clients on large private equity transactions and his team has a deep PE formation and transactional presence in Cayman. Prior to joining Appleby, he was an associate in the Banking and Financial Services Group of Mathesons in Dublin. Simon is highly rated globally across the leading legal directories and has been consistently ranked since 2012. He is currently recognised by Who ́s Who Legal 2020 as one of the world ́s leading banking lawyers and ranked as a ́market leader ́ in IFLR1000. Chambers Global reported that clients laud him for his skills and describe hi m as “commercial and practical with a good group of lawyers around him”. Past Chambers Global directories have described him as a “brilliant lawyer, with excellent and creative ideas fo r complex issues”. In 2019 he wa s rank ed as a ‘leading individual’ in Legal 500 and described as “very technically sound, a problem – solver ” and “ extremely knowledgeable on Cayman law” in Chambe rs Global. In 2018, Simon w as recognised in the Merger & Acquisition chapter of Who’s Who Legal: M&A and Governance. Simon participates re gularly at conferences and seminars, and provides commentary to international and local media. He has been a contributing author to the Global Legal Insights Fund Finance publication since its inception. He participated in the MandA. TV Leaderboard Intervie ws at the 2013 Cross Border M&A Advisor Symposium and spoke on the subject of ́Trends in Offshore M&A ́. Simon also received the ́Finance Deal Ma ker of the year ́ award in 2014. Simon holds the Securities Institute International Capital Markets Qualification . In the Cayman Islands, Simon has also undertaken pro bono work for over a decade and is a recipient of the Lee Friedman award for his service to the Family Crisis Centre and the community
Alan is a Partner of Rawlinson & Hunter and specialises in private client services including international trust structures, private trust companies and purpose trusts, estate planning and wealth management.
He advises on the establishment and ongoing administration of Cayman Islands trusts and companies including acting as a director of a number of private trust companies, other regulated entities and client companies. Alan is a director of The R&H Trust Co. Ltd. and The Harbour Trust Co. Ltd., duly licensed Cayman Islands trust companies owned and operated by Rawlinson & Hunter in the Cayman Islands.
He is a qualified Chartered Accountant (Canada), Trust and Estate Practitioner (TEP) and a Chartered Financial Analyst (CFA) charter holder. Alan is a Past-Chairman of the Cayman Branch of STEP, a Member of STEP Global Council, Past-Chairman of the Cayman Chapter of AIMA and member of the Cayman Islands Institute of Professional Accountants.
Peter is a Partner at Mourant and a litigator and insolvency lawyer with over 22 years’ experience, including over 11 years in the Cayman Islands Financial Services industry. He has substantial knowledge of investment funds and financial services matters at all levels of the Cayman Islands’ court system (Grand Court, Cayman Islands’ Court of Appeal and Privy Council).
Jude Scott is a former Partner of Ernst & Young and former Global CEO of Maples and Calder.He retired as an Audit Partner in 2008 after spending over 23 years with Ernst & Young where he specialised in the audits of investment funds, banks and insurance companies.As the Global Chief Executive Officer of Maples and Calder, he took an active role in the strategic growth and development of the firm.Jude is well respected in the local community and internationally, having served on various Cayman Islands Government and private sector committees, including the Cayman Islands Society of Professional Accountants, the Cayman Islands Financial Services Council, the Education Council, the Insolvency Rules Committee and the Stock Exchange.
John Sergides is the Chief Executive Officer for MUFG Investor Services where he is responsible for the day to day running of the business focusing on MUFG’s strategic growth plan, building a strong organization with exceptional service to clients. Working closely with the executive team to deliver on the company’s financial, cultural and client commitments, John’s reporting lines oversee Strategy, Operations, HR and the firms Sales, Product and Marketing functions.
Formerly the Deputy CEO and Head of Business Development for MUFG Investor Services, John brings a wealth of experience from a range of roles in the investment management industry. Prior to joining MUFG John worked at institutions such as Deutsche Bank and JP Morgan. During his tenure in the industry John has been responsible for taking underperforming sales and relationship management teams and developing them in to profitable groups within organizations. Earlier, John worked as a senior trader for the HSBC Group. Prior to this John worked for Barclays Capital in both London and Tokyo.
He has also held several Non-Executive Director positions including Renal Services, a provider of healthcare services, and Point Nine Financial Group, a leader in the credit derivatives service industry, where he held the role of CEO.
Jackie Doak is President of Business Development at Dart with more than 17 years in the real estate industry in Grand Cayman. As a widely respected and trusted member of the business community, Jackie is well-known for her promotion of the advantages offered by the jurisdiction.
For nearly two decades, Jackie has played an integral role in real estate development and infrastructure, creating spaces and places where people can thrive. Jackie is uniquely positioned to connect clients with bespoke and innovative solutions while facilitating the creation of mutually beneficial partnerships within the Cayman Islands community, as well as overseas. She holds a Doctor of Law (Honours) at the University of Florida and was called to the Bar in Florida where she practiced commercial litigation before she returned to the Cayman Islands in 1993.