"How can we accelerate the rebuilding of trust and confidence in financial services?"
This symposium has already taken place, but you can scroll down to the bottom of this page to download the slides used.
Many thanks to
for hosting:
"How can we accelerate the rebuilding of trust and confidence in Financial Services?”
...and thanks also to our event sponsor:
If you already know you want to attend
Please click on the button below to secure your place; however: please note that the Transparency Task Force is a not-for-profit and whilst the revenues we generate from our symposia are mission-critical to keeping the Transparency Task Force afloat, if the Standard Ticket Price ($245) is genuinely beyond your budget, not to worry - please be quick to Email us a request to alter the price for you and we can adjust the price to whatever figure you need it to be, even $0 if genuinely necessary.
Our unusual approach to pricing is because the Transparency Task Force is all about bringing the right people together to collaboratively reform the finance sector, so if there are people that truly want to be involved in our activity that do not have the budget to attend we will not let money get in the way of their participation.
If you genuinely require a price reduction please Email andy.agathangelou@transparencytaskforce.org advising what price you want to pay.
Of course, if you can afford the Standard Ticket Price please just crack on and use the link below to secure your place, we desperately need all the support we can get !
You can pay through PayPal, credit card or invoice.
Thank you!
If you haven't been to one of our events before you can use the link below to read some testimonials:
When and where is the symposium?
Mercer Boston, 99 High Street,
Financial District, Boston, MA 02110, USA.
Registration is at 10:30AM for an 11:00AM start. We'll be having lunch and a mid-afternoon coffee break; then ending the event itself at 5:00PM.
However, for those that want to relax and talk further, delegates can enjoy networking and drinks afterwards at a nearby bar; there will be a great deal to talk about.
Apart from anything else the event will be a very good networking opportunity.
Why are we running this event?
Introduction
This symposium in Boston on 12thMarch (and a similar event in New York on 14th March) is part of a major 5-year international effort to deal with a troubling “elephant in the room” issue; the lack of trust in financial services.
We believe our 5-year international project is the first serious attempt to deal with the trust deficit on an international basis, and we are going to attempt to bring together key stakeholders to do it.
We will be tackling a question of immense importance:
“How can we accelerate the rebuilding of trust
and confidence in financial services?”
Executive Summary
Many people believe that we are in the “last chance saloon” as far as the public’s perception of financial services is concerned.
There is a danger that the drip, drip, drip, of adverse publicity caused by the persistent malpractice, malfeasance and miss-conduct by the minority means that the public at large are getting dangerously close to “the point of no return,” whereby regardless of what we subsequently do the situation may not be salvageable.
If people lose all trust in the sector it may never be possible for us to earn it back again.
To be blunt, it is mission-critical that we do not sleepwalk into that situation because the long-term consequences to society and the commercial success of the sector would be dire.
The trust deficit issue is a significant problem for politicians, policymakers, regulators, market participants and the public at large too.
However, despite the magnitude of the problem, we do not believe there has ever been a concerted international effort involving key stakeholders to attack the problem head on; until now.
The overall purpose of our symposia in Boston (and New York) is to begin to galvanise support for the idea that the finance sector should accelerate the rebuilding of trust and confidence in an intelligently thought-through way i.e. as part of an organised programme of activity involving key stakeholders.
We do not believe it will be possible to solve the problem in any other way; anything else would be to under-estimate the scale of the challenge and the trouble there will be if we do not solve it.
It's too big, complicated and serious a problem to be able to solve it without bringing the key stakeholders together; and that is exactly what our 5-year international project is designed to do.
If you are ready to book your place use the button below; but if you want further information, do please read on:
We are a not-for-profit so it is vital that the Transparency Task Force raises sufficient funds to help us keep afloat. One of the ways we try to do this is through our events. The Standard Ticket Price is $245 but if the Standard Ticket Price is genuinely out of scope for anybody they can simply ask us to reduce the price to any figure they want, including $0 if genuinely necessary; and we will, no problem.
Here's the programme thus far*
Speaker photos and bios are towards the bottom of the page
10:30 AM
Registration, refreshments and networking.
11:00 AM
Welcome to the event by Jeremiah France, Chief Operating Officer and Partner, Mercer Wealth
11:10 AM
Andy Agathangelou, Founding Chair of the Transparency Task Force to introduce the Transparency Task Force and set the scene for the event, explaining the overall intent behind the 5-year international project and how we plan to make it work
12:00 AM
Presentation delivered by Sander Eijkenduijn, Co-Founder at Scorpeo and Jonny Ruck, CEO at Scorpeo
12:30 PM
Presentation of the Transparency Trophy; a special trophy is awarded to a champion of transparency and finance reform at each of our symposia around the world
12:40
Lunch and networking.
13:40
"Short & snappy speaking slots"
Several attendees, with a wide range of perspectives will be sharing their thoughts and reflections on the topic, contextualised as:
“If I had just 10 minutes to comment on how we can accelerate the rebuilding of trust and confidence in financial services, this is what I’d say…”
The line-up for this part of the programme features the following individuals so far:
- Dan di Bartolomeo, President, Northfield Information Services, Inc
- Bernie Nelson, President, North America, Style Analytics
- Eric Muraven, VP, Strategic Alliances, Visible Thread
- Joseph Hosler, Auour Investments
- Rohanna Wise, Founder & President, Wise Trading Technologies
- Andrew Eschtruth, Associate Director of External Relations, Center for Retirement Research at Boston College.
- Darby Hobbs, CEO/Founder SOCIAL3, Co-Founder & Chairperson Conscious Capitalism Boston Chapter; and Professor, Boston UNiversity
Each of their speaking slots and the ideas, insights and issues they refer to will form the basis of a subsequent discussion session
15:15
Refreshments and further networking
15:45
Presentation delivered by George Kinder, Founder, The Kinder Institute
16:15
The Great Big Open Debate; where all attendees and speakers will have the opportunity to freely discuss the key issues raised and explore what action to take in relation to the challenge to accelerate the rebuilding of trust and confidence in financial services.
This is perhaps the most important part of the whole event!
Ultimately, we shall seek to build consensus on the best way to make the 5-year plan to accelerate the rebuilding of trust and confidence in financial services work succesfully in the USA; with the idea of driving progress in a constructive, collegiate, collaborative and civilised way.
Every attendee will have the opportunity to share their thoughts on which workstream they are best aligned to (if any); and whether they want to play a part in leading the project in the USA, by becoming part of the USA Steering Committee.
17:00
Further networking over drinks and nibbles.
Immediately after the event you can enjoy further networking at a nearby bar (Society on High) which is conveniently located in the same building as Mercer's offices.
Post-event networking is actually more important than it might seem. Having run many Transparency Symposia so far we know that there is nothing better for the creation of lasting connections and the formulation of compelling campaign ideas than relaxed, sociable discussion after a full-on event.
Who knows what your post-event networking and conversations might lead to!
18:30
Final close
*The programme will continuously evolve and is therefore subject to change
Further Information
What do we believe?
We believe that there has been so much poor conduct in the sector that we are now at a critical point in time. The question to be asked is whether the sector can do what is necessary to salvage its reputation; or whether it's more a case of “a leopard can’t change its spots”.
At the Transparency Task Force, we believe that:
Part of an international effort
Our special meetings in Boston on 12th March (and New York on 14th March) are part of an international effort to help the finance sector get a grip with the trust deficit problem.
Here’s our programme of meetings for 2019:
Beyond those listed above our plan is to run events in any major City with a significant financial services community where we can find a room that takes 15+ people and facilities to use for free. We will take care of everything else including the speakers, promotions and marketing.
Please do let us know if you/any of your contacts might be able to provide a room we cn use in any suitable City.
If you are ready to book your place use the button below; but if you want further information, do please read on:
Please note that the motivation for creating and leading the Transparency Task Force has never been about making money.
In fact a substantial reduction in income and earnings has been experienced as a direct result of moving from running a successful consultancy business built over 15 years to now running a collaborative, campaigning community dedicated to driving up the levels of transparency, truthfulness and trustworthiness in the financial services sector.
However, if the Standard Ticket Price ($245) is beyond your budget, no problem: just email andy.agathangelou@transparencytaskforce.org, to let us know what you want your ticket price to be.
Our Approach
How could the trust deficit be solved?
In general terms, we believe the best way to solve the trust deficit is to bring together the key stakeholders, internationally, and to embark on a well-organised and carefully coordinated programme of change.
That is exactly what we are going to be doing and we are starting off on a 5-year project to do it.
It will take more than 5 years to solve the problem but by the end of the first 5 years we believe we can:
The project will involve multiple work streams with each work stream focused on a particular theme. These are the work streams that are on the “drawing board” so far:
We won't be waiting until the end of the 5 years to get those workstreams up and running, we'll make as much progress on them as we can; as quickly as we can.
If you believe it is worth trying to fix things please become part of the solution by getting involved in what we are doing. The more good people we have involved the more progress we can make.
We're going to be trying very hard to make a difference. The cause is both necessary and noble; and we're not afraid to ask for help. That's what the symposium is all about.
If you are ready to book your place use the button below; but if you want further information, do please read on:
Background and Context
Why does this really matter?
The finance sector needs to be trusted to truly flourish but the harsh reality is that it isn’t trusted as much as we’d like it to be.
Within the Transparency Task Force we fully understand that “sunlight is the best disinfectant” and we have first-hand experience of succesfully harnessing the transformational power of transparency to help fix what's wrong.
Interestingly, some people think of the trust deficit problem as a cultural issue; some as a commercial issue; but many as both. Regardless of what you think the underlying causes might be, there is clear consensus that the trust deficit costs the finance industry a fortune in lost revenues.
For example, in the UK we now have the lowest savings ratio since records began in 1963, according to the UK’s Office of National Statistics; and that means a fortune in lost business for the banks, pension companies, asset managers, financial planners and pretty much the whole value chain.
Why should all stakeholders be asking..
“How can we accelerate the rebuilding of trust
and confidence in financial services?”
It is clear that the trust deficit is a problem for all stakeholders; and that’s why we believe that bringing all stakeholders together to work collaboratively to drive up trust and confidence in the sector makes complete sense.
If you are ready to book your place use the button below; but if you want further information, do please read on:
An overview of the project
What is its purpose?
The project is about managing out the trust deficit in financial services, globally; because the trust deficit is a systemic problem that casts a long shadow over the financial services sector and it gets in the way of the sector realising its potential as a force for good in society.
The trust deficit is also a drag on the commercial success of the sector - it acts like a “ball and chain” and therefore constrains the profitability of the market as a whole.
It is a problem for everybody including policymakers, regulators and of course financial services companies; so whether you look at the problem from an altruistic or commercial perspective it adds up to the same thing - a problem that needs taking care of.
What is the project NOT about?
This initiative is NOT about pointing fingers or attributing blame for what has happened in the past. This is not about "banker-bashing" or anything like that.
We are future-focused. Yes, we will be referring to the past to make sure we learn lessons from it. We believe that “progress begins with realism” so it is vital we create a safe environment where we can have candid conversations about where we have been and where we really are; but the emphasis will be on looking forward and solving the problem, not looking back to place blame.
The whole approach is to be solution-orientated.
We need to collectively display the honesty, maturity and integrity to recognise where we are on the trust rebuilding journey and to explore how to get to where we all want to get to.
It’s all about moving from distrust and low confidence to trust and high confidence in financial services; and that can only be done if we find ways to move forward together.
If you are ready to book your place use the button below; but if you want further information, do please read on:
What will get covered at the events?
What will we be doing at the events?
Our plan is to:
If you are ready to book your place use the button below; but if you want further information, do please read on:
From 2020 and beyond
What is planned for the balance of the 5-year project after 2019. i.e. 2020 through to 2024?
We will be repeating the events in each location at least once a year, building momentum form year to year. There will also be ongoing activity with all engaged stakeholders throughout the period, with emphasis around supporting each of the work-streams being able to create worthwhile output that will make a difference.
Of course, we do not think the extensive reputational damage the sector has suffered over several decades will be repaired in just 5 years. Our realistic expectation is that in the 5 year period we will be able to:
If you are ready to book your place use the button below; but if you want further information, do please read on:
What's the scope?
What questions and concerns will we be addressing?
Whilst the over-arching question is
“How can we accelerate the rebuilding of trust
and confidence in financial services?”
...within that that great big question, there are many issues and concerns to be dealt with including:
If you are ready to book your place use the button below; but if you want further information, do please read on:
Who should be included?
For whom is this a not-to-be missed event?
We want to improve things for all right-minded market participants including financial planners, investment consultants, fiduciaries, asset managers, pension planners, bankers, brokers, custodians and so on.
Anybody that truly deserves to call themselves a “financial services professional” and who wants to “stand up rather than stand by” should want to put their weight behind this initiative.
If that includes you, then please be sure to attend and take part in the symposium – your views matter and we want to hear them.
Beyond market participants, this event will also appeal to:
- Economists
- Retail and Institutional Investors
- Industry Observers, Commentators, the Media in general
- Academics and Researchers
- Campaign and Civil Society Groups
- NGOs
- Policymakers
- Fiduciaries, Trustees, Fiduciary Managers
- Members of the Department of Labor
- Bankers and representatives of Banking organisations
- Risk Management Professionals
- Compliance Professionals
- Legal Professionals
- Technologists
- Pension Professionals
- Actuaries; and in addition, the initiative requires policymakers, politicians, trade bodies, professional associations and so on to get behind it; and the signs are very encouraging that they will.
Let’s not under-estimate the potential for like-minded people to drive transformational change so please do whatever you must to get to this event – just rearrange your schedule if you have to, because your input and response to what we're going to be covering might make the difference that makes all the difference; and if it is physically impossible for you to take part, at the very least make sure your organisation is represented – you are welcome to forward a link to this information to your colleagues and contacts if you personally are unable to attend.
If you are ready to book your place use the button below; but if you want further information, do please read on:
The rest of the story so far
Please read on if you would like to know more about the Transparency Task Force and what we have been doing to get to this point.
The trust deficit is recognised as a serious and systemic problem that adversely impacts everybody. The trust deficit is a lose/lose situation and our ambitious international project is our contribution to solving that problem.
This is the first ever attempt to respond to the question “How can we rebuild the trust and confidence in financial services?” in a serious and coordinated way. It is an ambitious project that gets to the heart of the trust deficit problem; a problem that is a serious worry for politicians, policymakers and regulators right around the world.
We are initiating a global push for finance reform that will help to rebuild trust and confidence in the financial ecosystem as a whole and we are confident of its success because our message of “let’s all work together to drive the cultural transfusion the finance sector needs” is being well-received everywhere we go.
To fully understand the project it is necessary to first understand what the Transparency Task Force is all about…
What is the Transparency Task Force all about?
The Transparency Task Force is unique. We seek to operate in a collaborative, collegiate and consensus-building way; focusing on solutions not blame. We seek to effect the change that the financial services sector needs and the consumer deserves.
Here’s an overview of what we are about and what we have been doing:
#1, those with a sense of ‘passion & purpose’ about what needs to be done – such as the members of our Special Interest Groups and our Ambassadors. They are ethically-minded financial services professionals, enlightened market participants, pro-consumer campaigners and leading academics who are involved in our community; and...
#2, those with the ‘power & position’ to make change happen – such as the regulators, politicians, financial services leaders, trade bodies and professional associations.
The build-up:
About our Special Events at the
House of Commons
Our international project is very ambitious. We are very confident of its success in the UK because we have unusually high levels of connectivity and engagement with all the key stakeholders including regulators, politicians and the main financial services trade bodies and professional associations.
Of course, it is going to take time to build a similar supportive network in other countries but we have a plan to do that and our events outside the UK in 2019 are part of that plan.
We have run 3 special events in the UK at the House of Commons. They are being explained now to show that we have managed to convene successful meetings in the past:
We had approximately 50 people in attendance; here is a picture of some of them; and beneath that some pictures of the inquiry it led to:
We can bring people together, build consensus and campaign for positive, purposeful and progressive change
In many ways, a key success factor for the overall project is whether we can bring key stakeholders together. We believe we can do that very well, and one reason for that is we already have a good working relationship with a very extensive network of key people.
As Founding Chair of the Transparency Task Force, Andy Agathangelou has an extensive contact base of key stakeholders such as:
But in addition, the other roles he holds now or has held in the past also help to provide a large, natural network of interested parties, enabling the bringing together of many people including the key stakeholders who can drive positive, purposeful and progressive change that is in the interest of both the consumer and the finance sector itself.
The other relevent roles are:
If you want to read testimonials about our previous events see here: https://www.transparencytaskforce.org/upcoming-events/testimonials/
If you want to know anything else about this ground-breaking, pioneering project please connect through andy.agathangelou@transparencytaskforce.org
…or better still why not come get involved by attending one of our events!
Bios of key participants
provided thus far*
Rachel Wheeler,
Principal, Global Business Solutions Group,
Mercer.
Rachel Wheeler is a Principal in Mercer’s Global Business Solutions group and currently supports their global leaders on research and special projects.
In 2016 Rachel was seconded to the World Economic Forum and led their Retirement Investment System Reform project. In previous roles, Rachel led the development of the Mercer Pension Risk
Exchange, a new solution for Defined Benefit Pension clients that provides clients with access to regular annuity price updates.
Prior to joining Mercer, Rachel has worked for Mercer’s sister companies, Marsh and Oliver Wyman, and has experience working with banks, private equity, and sovereign wealth funds in Europe, the Middle East, and Africa.
Rachel holds an MSc in Chemistry from Cambridge University, UK.
Darby Hobbs,
CEO/Founder SOCIAL3;
Co-Founder & Chairperson, Conscious Capitalism Boston Chapter;
Adjunct Professor, Boston University
Darby Hobbs is a visionary, social innovator, motivational presenter, educator, author, and strategic marketeer. Focused on Relationship to LIFE, Oneself and Mankind and building the bridge between what individuals value through understanding their LivingWellTM Model and their whole life plan including investments.
It’s about connecting the heart, to the mind, to the wallet.
Working with company business leaders, investment firms and financial advisory groups to develop a deeper understanding of how to apply ESG/SRI and Impact Investing criteria into business decisions and to understand the value drivers of individuals ready for being part of the new investment experience - fusing brand and sustainability principles for asset growth.
Darby has also developed programs geared towards academia; targeting social entrepreneurship and innovation as well as student-led impact investing funds.
Through SOCIAL3 ‘Telling the Story’ – Conscious Business Show - becomes paramount as she produces this through various mediums to educate, build brand awareness and engagement with the marketplace.
Her passion in creating positive change, along with the belief that businesses exist for profit and purpose, and that the financial system and the value drivers connected to this today is both a key challenge and opportunity to unlock.
Darby is also a member of the Transparency Task Force's Americas Special Interest Group and a Transparency Task Force Ambassador.
Rohanna Wise,
Founder and CEO,
Wise Trading Technologies
Rohanna Wise is the founder and CEO of Wise Trading Technologies, and the creator of WiseRisk, a software platform that automates the implementation of currency hedging strategies.
She has worked in buy-side trading and/or trading technology since 1996, starting with energy commodities before moving to fixed income (including currency), and focusing exclusively on currency from 2012. In 2015, Rohanna launched Wise Trading Technologies to offer a low-cost solution for asset managers to systematically eliminate unwanted currency risk.
She is the author of Hedging Wisely: A Non-expert’s Guide to Expertly Hedging Currency Risk.
She holds a BA from the University of Rochester and an MBA from Columbia Business School
Sander Eijkenduijn,
COO,
SCORPEO US LLC
Sander Eijkenduijn is co-founder and board member of the SCORPEO Group and COO of Scorpeo US LLC.
He is responsible for directing and overseeing all financial, legal and operational activities of the firm. Before founding SCORPEO, he was responsible for Delta One Structuring at Nomura, having joined from Barclays Capital where he was Vice President.
Sander began his career at PWC in Amsterdam. He then moved to London as a senior manager in the PWC FS Tax Group where he advised on cross-border investment structures.
He also headed the Financing Sustainability initiative for FS Tax. Sander holds a Master’s Degree in Tax Law from the University of Amsterdam, and a post-doctoral in European Tax Law from the Erasmus University Rotterdam.
He has published various articles in Dutch law reviews. Sander is an FCA Approved Person.
Jonny Ruck
CEO,
SCORPEO US LLC
Jonny Ruck is co-founder and board member of the SCORPEO Group and CEO of SCORPEO US LLC.
Jonny has 15 years’ experience in all facets of corporate actions trading before founding SCORPEO.
He was the head of corporate event arbitrage for Nomura and his previous roles include corporate event trading at Paloma Partners and Lehman Brothers.
Jonny holds an LLB and LPC in Law from the University of East Anglia. Jonny is an FCA Approved Person.
Andrew D. Esctruth,
Associate Director for External Relations,
Center for Retirement Research at Boston College
Andrew Eschtruth is associate director for external relations at the Center for Retirement Research at Boston College. He directs the Center’s communication activities, including publications, press relations, and social media. Mr. Eschtruth also manages relationships with the government, foundation, and corporate communities, and speaks to a variety of audiences on retirement-related topics.
He is the co-author (with Charles D. Ellis and Alicia H. Munnell) of Falling Short: The Coming Retirement Crisis and What to Do About It (Oxford University Press, 2014).
Before joining the Center in 1999, Mr. Eschtruth was a senior research analyst with the U.S. Government Accountability Office (GAO) specializing in Social Security, federal fiscal policy, and the economic implications of an aging population. While at the GAO, Mr. Eschtruth served on a special assignment as an aide to the Chairman of the Senate Finance Committee. Mr. Eschtruth earned his B.A. from the University of Michigan and an M.A. in public policy from Duke University.
George Kinder,
Founder,
The Kinder Institute
of Life Planning
George Kinder is a Harvard educated economist, philosopher, financial planner, Buddhist teacher, and the founder of the Kinder Institute of Life Planning, a network of over three thousand financial advisers on six continents trained to inspire consumers to recognize and achieve their lives of greatest meaning.
The recipient of many financial industry awards including the first ever Heart of Financial Planning Distinguished Service Award from the 29,000 member Financial Planning Association, he was recently named the first of the fifteen most transformational financial advisers whose vision most changed the financial planning industry.
George’s expertise has been widely featured in the press across six continents including The New York Times, Forbes Magazine, The Wall Street Journal, The Financial Times, Time Magazine, Fortune, NPR, and many others.
George is also a member of the Transparency Task Force's Americas Special Interest Group and a Transparency Task Force Ambassador.
Joseph Hosler CFA
Managing Principal,
Auour Investments
Joseph Hosler, CFA, brings 23 years of investment experience serving the needs of large institutional clients.
His background includes portfolio management and investment analysis, predominantly focused on domestic and international public companies. Prior to the founding of Auour Investments, Joe led investment activities within various sectors at Pioneer, Babson Capital, Putnam Investments, and Independence Investment Associates (IIA). While at IIA, Joe drove the effort to design, develop, and launch one of the first quantitatively driven tax efficient investment approaches focused on individuals and taxable organizations.
Joe holds an MBA from The Darden School of the University of Virginia, as well as, a B.S. and M.S. in Mechanical Engineering from Boston University. He is an active volunteer within his community and currently sits on the Boston Security Analysts Society’s Strategists/Economists Subcommittee.
Joe resides in Wenham, MA with his wife of 25 years, two children and three dogs (soon to be four).
Joe is also a member of the Transparency Task Force's Americas Special Interest Group and a Transparency Task Force Ambassador.
Bernie Nelson,
President, North America, Style Analytics
Paul Bates,
Senior Counsel,
Bates Barristers
Paul Bates is a Canadian senior litigation counsel with 35+ years of experience in complex commercial litigation. Paul is also a member of the UK Bar, and professionally associated with Outer Temple Chambers in the London, U.K.
Paul maintains an extensive practice in financial services, including collective redress, with an emphasis on retail and institutional investor compensation for regulatory contraventions by financial institutions and intermediaries.
Paul serves as a member of the Ontario Securities Commission Investor Advisory Panel to assist the Commission to identify investor interests in Canadian regulatory developments. Paul also leads competition claims for consumer redress.
Dan diBartolomeo,
President and Founder
Northfield Information Services, Inc.
Mr. diBartolomeo is President and Founder of Northfield Information Services, Inc. Based in Boston since 1986, Northfield develops quantitative models of financial markets. He sits on boards of numerous industry organizations include IAQF and CQA, and is past president of the Boston Economic Club.
His publication record includes thirty-five books, book chapters and research journal articles. In January of 2018, he became co-editor of the Journal of Asset Management. Dan also spent numerous years as a Visiting Professor at Brunel University.
In 2010 he was given the “Tech 40” award by Institutional Investor magazine in recognition of his role in the discovery of the Madoff hedge fund fraud. He has been admitted as an expert witness in litigation matters regarding investment management practices and derivatives in both US federal and state courts.
Jeremiah France,
Partner & COO of Wealth US,
Mercer
Jeremy has held this role since since October of 2016 and has been with Mercer since March of 2005.
As the COO of Wealth US, Jeremy is responsible for managing the operations of the Wealth division in the United States, which is comprised of Actuarial and Investment consulting teams,
Administration, Delegated Solutions and Sales support. Jeremy and the operations team support the Wealth business with financial, strategic, policy based and client initiatives
across our spectrum of specialty areas, products and services including Defined Benefit, Defined Contribution and Not-for-Profit. The team is responsible for helping to manage the legal
entities supporting the businesses of Mercer Investment Management, Investment Consulting and the Trust Company.
Before assuming his current role, he was the COO of North American Investments and Head of US Delegated Operations at Mercer for 11 years. Prior to joining Mercer, he was Director of
Strategic Alliances and Operations for Mellon Securities LLC and FSF Insurance Agency subsidiaries of Mellon Financial Company since 2002, where he focused on building new business initiatives
through integration of acquired companies to support the distribution of investment products.
Jeremy is a graduate of Bryant University with a major in Applied Actuarial Mathematics.
Andy Agathangelou,
Founding Chair,
Transparency Task Force
Andy's overall objective for the event is to galvanise support for the idea that through bringing together good, collaborative people, who would "rather stand up than stand-by" it is possible to accelerate the rebuilding of trust and confidence in financial services.
Andy formed the Transparency Task Force following a meeting he led at Senate House, University of London on 6th May 2015. The meeting was about how the Financial Services sector seems to have a pre-disposition to reputational self-harm, through displaying untrustworthy behaviour; and the part that greater transparency could play in fixing some aspects of what is wrong in financial services. Andy believes that 'sunlight is the best disinfectant'.
Since 6th May 2015 Andy has recruited, organised and mobilised over 500 volunteers around the world into 21 Special Interest Groups, namely:
- Market Integrity
- Foreign Exchange
- EMEA
- Pensions
- Fintech
- Communications
- Banking
- Financial Planning
- Anti-Scams
- PISCES
- Asset Management
- Financial Stability
- Global Transparency Index
- APAC
- Americas
- Investment Consulting & Fiduciary Management
- Compliance / Legal / Audit / Regulatory / Governance / Custodian / Risk Management
- Private Equity
- Hedge Funds
- Whistleblowing
Our 21 Special Interest Groups are the 'engine room' of the Transparency Task Force's work. Each SIG is focused on a particular set of opacity-related challenges whereby subject-matter experts work together on a voluntary basis to develop and implement strategies to overcome those challenges.
Andy is also:
To secure your place
Please click on the button below to secure your place; however: please note that the Transparency Task Force is a not-for-profit and whilst the revenues we generate from our symposia are mission-critical to keeping the Transparency Task Force afloat, if the Standard Ticket Price ($245) is genuinely beyond your budget, not to worry - please be quick to Email us a request to alter the price for you and we can adjust the price to whatever figure you need it to be, even $0 if genuinely necessary.
Our unusual aproach to pricing is because the Transparency Task Force is all about bringing the right people together to collaboratively reform the finance sector, so if there are people that truly want to be involved in our activity that do not have the budget to attend we will not let money get in the way of their participation.
If you genuinely require a price reduction please Email andy.agathangelou@transparencytaskforce.org advising what price you want to pay.
Of course, if you can afford the Standard Ticket Price please just crack on and use the link below to secure your place, we desperately need all the support we can get !
You can pay through PayPal, credit card or invoice.
Thank you!
If you haven't been to one of our events before you can use the link below to read some testimonials:
Please click on the PDF icon below to download the slides that were used at the event.
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