Fixing Financial Services with Greater Purposefulness

Online symposium using interactive Zoom 

Thursday, September 3rd, from 6pm until 8pm, UK time

Sponsorship opportunities available – please get in touch

Executive Summary; scroll down for the speakers and to make bookings 

We feel this is an important symposium and topic because:

  • Unless we understand the purpose of finance, how can we know whether it is delivering on its promise?
  • We’ll be considering what the impact has been of the Friedmanite idea of “maximising profit in the short term” on the financial services sector’s perception of its purpose; and in turn what that has meant to society
  • Purpose can shape your entire outlook on the financial services industry – it’s many shortcomings but also its potential for good as well
  • The way that money is utilised has an enormous impact on the behaviour of individuals, organisations, markets and even societies
  • We’ll be looking into what it will take for the world’s capital markets to finally become a much-needed ‘force for good’ in the world

Please do join us for what promises to be an interesting, engaging and thought-provoking event.

There will be a range of stakeholders involved, including some of our Ambassadors and members of our TTF International community. 

We’ll also be touching on a range of insights, ideas and initiatives that are referenced in our new book, entitled

“Why we must rebuild trustworthiness and confidence in financial services; and how we can do it.”

Please get involved and be part of the solution.

Scroll down for further info, speaker details and to make bookings

Who should participate?

This online event will be of particular interest to individuals and organisations that authentically align with the idea that the financial services sector is important and that there is scope for improvement in how it works.

You can expect to be amongst progressively minded and collaboratively minded people.

On the basis that “progress begins with realism” we’ll be running the event as a forum to enable everybody to “say it as they see it.” We will be facilitating the kind of candid yet constructive discussion that is needed to help move matters forward.

We don’t think any one person or organisation has all the answers; and we also think that all answers are worth listening to, so if you’ve got a point of view that you’d like to share, and are keen to hear the views of others, this is definitely an event for you.

This symposium will cover important topics that will be of particular interest to:

  • Think Tanks and Civil Society Groups with an interest in the financial ecosystem
  • Economists
  • Industry Observers, Commentators; the Media in General
  • Policymakers
  • Regulators
  • Politicians interested in the financial services sector
  • Market Conduct Professionals
  • Sustainaility experts 
  • Bankers and representatives of Banking organisations
  • Risk Management Professionals
  • Compliance Professionals
  • Pension Professionals
  • Financial Planners
  • Fiduciaries
  • Financial Services Trade Bodies and Professional Associations
  • Academics and researchers in governance, stewardship, ethics, conduct and compliance throughout the financial services sector.

Format

We will be using interactive Zoom, a highly effective online platform which means we can run this symposium as an ultra-convenient and wonderfully efficient event; all this, without you needing to leave your home or office.

You’ll just need access to a computer with Broadband connection. 

We will be structuring the event in such a way that it will be as engaging and as interactive as we can possibly make it. We’ll  be working hard to create as “life-like” an event as possible, with every opportunity taken to create interaction and engagement.

There will be several presentations with Q&A sessions and an open discussion and debate session towards the end.

Here’s the programme and timings, so far*

6pm BST

Welcome to the symposium, introductions and initial exploration of the main issues; plus “Why we must rebuild trustworthiness and confidence in financial services; and how we can do it” by 

Andy Agathangelou FTTF FRSA

Founder, Transparency Task Force; Governor, Pensions Policy Institute; former Founding Chair, Friends of Automatic Enrolment; former Founding Chair, Association of Member Nominated Trustees.

https://www.linkedin.com/in/andy-agathangelou-0295311

6.15pm BST

Presentation #1, for 10 minutes + 5 minutes Q&A with facilitated discussion, by

Dr Hari Mann

Hari is a Professor of Strategy and Innovation at Ashridge Business School focused on Executive Education. Through his career, he has worked within academia, investment banking, politics and early stage entrepreneurial ventures. In 2010, he was made Director of Tomorrow’s Investor, a project run by the Royal Society of Arts focused on how to deliver better pensions in the UK. He holds an MSc (with distinction) and a PhD from the London School of Economics. He is also a Visiting Fellow at CASS Business School, City University.

https://www.hult.edu/en/faculty/faculty-profile/?cid=0033600001BNPArAAP

 

 

 

Click below to download Hari’s slides on “The Purpose Finance”:

6.30pm

Presentation #2, for 10 minutes + 5 minutes Q&A with facilitated discussion, by

Martin Rich

Martin Rich is a sustainability and impact investment specialist, with over 20 years’ experience in both mainstream and social investment.

Martin co-founded Future-Fit Foundation 7 years ago with a vision of helping create a society which is environmentally restorative, socially just and economically inclusive. He previously spent 7 years as Sales Director at Social Finance Ltd, and before that worked for 13 years in international investment banking on structured debt and derivative products for JP Morgan, HSBC and UBS.

Martin has a passion for sustainable development and poverty relief, focusing his pro bono efforts in both the UK and internationally with Access Foundation, Panahpur and Christian Aid. He is also a former member of the Asset Allocation Working Group for the G7 Social Investment Task Force.

https://www.linkedin.com/in/martin-rich/

6.45pm BST

Presentation #3, for 10 minutes + 5 minutes Q&A with facilitated discussion, by

Darby Hobbs

Darby Hobbs is a change agent, creator, storyteller, visionary, social innovator, motivational presenter, educator, author, and strategic marketer. 

With over 25 years experience in the investment industry as a global strategist, product developer and marketing/brand specialist, Darby understands the human psyche and what triggers brand engagement. She is certified in Corporate Social Responsibility and has worked in the area of Socially Responsible Investing (SRI),  Environmental, Social, Governance (ESG) and Impact Investing over the past 12 years. Beyond working with business leaders, she also engages with financial intermediaries to educate and prepare them for integrating more purpose and value into their practice. At the same time she engages with their clients to align their values and what drives their passions, with life decisions and most specifically their investment strategies. As an Adjunct Professor at Boston University she developed and teaches courses on Social Entrepreneurship and Sustainable Impact as well as Impact Investing.

Darby has also authored a book with 48 global contributors: Aligning Hearts, Minds and Wallets:  A Collective Experience (Reshaping Capitalism for the Greater Global Good).

https://www.linkedin.com/in/darbyhobbs/

 

Click below to download Darby’s presentation slides on “Aligning the Hearts, Minds, and Wallets:  A Collective Experience (Reshaping Capitalism for the Greater Global Good)”

7pm BST

Presentation #4, for 10 minutes + 5 minutes Q&A with facilitated discussion, by

Prabhu Guptara

For 15 years, Prabhu ran Think Tanks for what was then the largest bank in the world, focusing on major challenges and opportunities arising from latest developments in politics, economics, society and technology. He is now a Publisher (Pippa Rann Books), and a Consultant to Company Boards

https://twitter.com/PrabhuGuptara

7.15pm BST

Presentation #5, for 10 minutes + 5 minutes Q&A with facilitated discussion, by

Michael McMillan Ph.D., CPA, CFA, CCEP

Director, Ethics Education and Professional Standards.

Dr. McMillan joined CFA Institute in October of 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and George Washington University’s School of Business.  Prior to pursuing a career in academia, he was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and Merus Capital Management in San Francisco, California.

https://www.linkedin.com/in/michael-mcmillan-4787bb11/

 

7.30pm BST

Open discussion & debate, 25 minutes

7:55pm BST until 8.00pm BST

Final conclusions; suggested next steps and close to the formal proceedings. 

However, for those that want it…

8:00pm BST until 8.30pm BST

…informal, unstructured networking and informal conversation; a fireside chat” amongst friends as it were.

Please click below to book your place

Once your place is secured, you will be automatically Emailed the details you need to access the event through interactive Zoom – please be sure to enter your Email address correctly. 
 

For any queries please contact us.