DAILY ACTIVITY REPORT

The purpose of this web page is to provide a simple daily record of key activities carried out by Andy Agathangelou, as specifically requested by the Transparency Task Force Advisory Board at the Transparency Task Force Advisory Board meeting held on Tuesday 15th January 2019.

 

In the interests of transparency it can be viewed by stakeholders or anybody else that wants to see it.

 

Where the individual/organisation below is outside of the UK the country is mentioned.

 

For any queries please make contact through

andy.agathangelou@transparencytaskforce.org

January 2019

Friday 4th

  • Telephone Appointment with Burges Salmon
  • Telephone Appointment with Money Marketing

Monday 7th

  • Conference Call with Ark Campaign Group/Montfort International
  • Conferene Call with the Market Integrity SIG
  • Conferene Call with the Banking SIG
  • Conferene Call with the Foreign Exchange SIG
  • Conferene Call with the Financial Stability SIG

Tuesday 8th 

  • Telephone Appointment with Clara Pensions
  • Telephone Appointment with RequirementOne
  • Conferene Call with the Costs/Charges SIG
  • Conferene Call with the Pensions SIG
  • Conferene Call with the Investment Consulting/Fiduciary Management SIG
  • Conferene Call with the Asset Management SIG

Wednesday 9th 

  • Telephone Appointment with Positive Money 
  • Conferene Call with the PISCES SIG
  • Conferene Call with the Governance/Compliance/Risk SIG
  • Conferene Call with the Communications SIG
  • Conferene Call with the FinTech SIG

Thursday 10th 

  • Telephone Appointment with BP Pension Scheme
  • Telephone Appointment with Better Capital
  • Conferene Call with the Financial Planning SIG
  • Conferene Call with the Anti-Scams SIG

Friday 11th 

  • Telephone Appointment with KBA Consulting Group
  • Telephone Appointment with RequirementONE
  • Conference Call with 2020 Trustees
  • Conferene Call with the APAC SIG
  • Conferene Call with the EMEA SIG
  • Conferene Call with the GTI SIG
  • Conferene Call with the Americas SIG

Monday 14th 

  • Zoom Call with One Planet Education Networks
  • Telephone Appointment with Atos
  • Telephone Appointment with Eurodad - Brussels
  • Telephone Appointment with Ark Campaign Group

Tuesday 15th 

  • Telephone Appointment with Burges Salmon
  • Telephone Appointment with RequirementONE
  • Meeting with Irwin Mitchell
  • Meeting with Transparency Task Force Advisory Board

Wednesday 16th 

Thursday 17th 

  • Meeting with Newgate Communications
  • Telephone appointment with Germana Canzi 
  • Telephone appointment with Trevor Davies & Associates 
  • Meeting with Transparency Task Force Pensions Dashboard
  • Meeting with Cairn Consulting
  • Meeting with FCA

Friday 18th 

  • Telephone appointment with RequirementONE
  • Telephone appointment with Informed Decisions 
  • Telephone appointment with Comcast - USA
  • Meeting with Green Economy Coalition

Monday 21st 

  • Telephone appointment with Adrian Tupper
  • Meeting with Positive Money
  • Telephone appointment with RequirementONE 
  • Meeting with RSA
  • Meeting with St James's Place Wealth Management
  • Attended Meeting with All Party Parliamentary Group about Development of Banking Principles at the House of Commons
  • Consultation response submitted to the Prudential Regulatory Authority's Consultation Paper 23/18 which can be downloaded here:  https://www.transparencytaskforce.org/teams-of-volunteers/pisces/

Tuesday 22nd 

  • Conference call with Share Action, Centrica and Willis Towers Watson
  • Telephone appointment with RequirementONE 
  • Conference call with RST Consulting & Advisory Service, Willis Towers Watson, Frankilin Templeton Investments, Ocean Governance and Sumedh Shastri
  • Telephone appointment with Cairn Consulting
  • Conference call with Adrian Segens and Capital Dynamics
  • Telehpone appointment with University College London
  • Telephone appointment with AHC 

Wednesday 23rd 

  • Telephone appointment with City of Trees
  • Telephone appointment with RequirementONE 
  • Conference call with Chase de Vere, Helen White and RSPB
  • Telephone appointment with Imperial College Business School
  • Telehpone appointment with Mobius Life 

Thursday 24th 

  • Telephone appointment with RequirementONE 
  • Conference call with HSBC

Friday 25th 

  • Attended Muzinich Corporate Credit Conference 2019 "Navigating Fundamental Change"
  • Telephone appointment with RequirementONE

Monday 28th 

  • Telephone appointment with Aon
  • Telephone appointment with Tavistock Investments
  • Meeting with House of Commons at Portcullis House
  • Attended RequirementONE event

Tuesday 29th 

  • Telephone appointment with Banking & Finance Oath
  • Telephone appointment with Principles of Responsible Investment - South Africa
  • Telephone appointment with Momentous Change
  • Telephone appointment with World Sustainability Development Forum
  • Telephone appointment with Wellington-Altus Private Wealth - Canada
  • Conference call with Green Purposes Company
  • Telephone appointment with The Ark Pensions Scam Support Group

Wednesday 30th 

  • Telephone appointment with Passion Inc
  • Telephone appointment with Aon
  • Telephone appointment with Tactical Alpha Group -  USA
  • Telephone appointment with Scorpeo - USA
  • Telephone appointment with City of London Corporation

Thursday 31st 

  • Telephone appointment with Muzinich
  • Conference call with Client Earth
  • Telephone appointment with Teresa Graham
  • Telephone appointment with GCU London
  • Consultation response submitted to the Financial Conduct Authority's Discussion Paper 18/8 on Climate change which can be downloaded here:  https://www.transparencytaskforce.org/teams-of-volunteers/pisces/

February 2019

Friday 1st 

  • Telephone appointment with Institutional Investors Roundtable
  • Telephone appointment with Lion Trust
  • Telephone appointment with Tomorrows Company
  • Telephone appointment with Unite the Union
  • Telephone appointment with FCA
  • Telephone appointment with City of Trees
  • Telephone appointment with Leeds Becketts University

Monday 4th 

  • Telephone appointment with Lansons
  • Telephone appointment with Simmons-Simmons
  • Telephone appointment with Russell Investments
  • Telephone appointment with Valu-Trac Investment Management
  • Conference call with FCA
  • Telephone appointment with BP Pension Trustees
  • Telephone appointment with Direct Line Group

Tuesday 5th 

  • Telephone appointment with Clover.com.au - Australia
  • Telephone appointment with NOW Pensions
  • Telephone appointment with Murray Asset Management
  • Telephone appointment with JLT Group
  • Telephone appointment with Innovalue Consult
  • Telephone appointment with Merry & Co - Peru
  • Telephone appointment with Scorpeo - USA
  • Conference call with Eris FX and Transfer Wise

Wednesday 6th 

  • Telephone appointment with SEI Investments
  • Telephone appointment with Russell Investments
  • Telephone appointment with Responsible Finance
  • Telephone appointment with Zephyre
  • Telephone appointment with Muse Advisory

Thursday 7th 

  • Meeting with Clara Pensions
  • Telephone appointment with Compliance Solutions Strategies
  • Meeting with Tomorrows Company

Friday 8th 

  • Telephone appointment with Capital Cranfield
  • Telephone appointment with Ali Haouas
  • Telephone appointment with University of Oxford
  • Conference call with Imperial College Business School
  • Telephone appointment with Share Action
  • Telephone appointment with CFA Institute
  • Telephone appointment with Industrial Strategy Commission
  • Telephone appointment with City of Trees
  • Telephone appointment with Goldmans Sachs
  • Telephone appointment with Wise Trading Technologies - USA
  • Telephone appointment with Mercer - USA
  • Telephone appointment with Oneway Ventures - USA
  • Telephone appointment with Marquette University law School - USA
  • Telephone appointment with FIS Group - USA

Monday 11th

  • Telephone appointment with BFO
  • Telephone appointment with Tiger Link Advisors
  • Telephone appointment with Greencoat Capital
  • Telephone appointment with Ortect Finance
  • Telephone appointment with AMNT
  • Telephone appointment with Royal Mail Pensions Trust
  • Telephone appointment with Lansons

Tuesday 12th 

  • Attended Silver Finch panel session
  • Attended CSS London Session: The World of Regulatory Template Exchange - What's Next?CSS London Session: The World of Regulatory Template Exchange - What's Next?
  • Meeting with Big Pond
  • Meeting with Greater London Mutual
  • Meeting with Tesco Pension Scheme and Pensions Playpen
  • Conference call with Newgate Communications, City of London Corporation
  • Meeting with Cairn Consulting and Bradley Stratford

Wednesday 13th 

  • Telephone appointment with Stagecoach Group
  • Telephone appointment with Fundhouse
  • Telephone appointment with Eon
  • Telephone appointment with Aim4Gain
  • Telephone appointment with The Ark Pension Scam Support Group
  • Telephone appointment with Stamford Associates
  • Telephone appointment with AHC
  • Telephone appointment with InReg sàrl - Luxembourg
  • Telephone appointment with Leodoran Financial - Lexington, SC, USA
  • Telephone appointment with Center for Retirement Research at Boston College - USA
  • Telephone appointment with State Street - USA
  • Telephone appointment with Northfield - USA

Thursday 14th 

  • Telephone appointment with Legal & General
  • Telephone appointment with IT Capital - USA
  • Telephone appointment with Union Investment
  • Telephone appointment with Epic Steps
  • Telephone appointment with Lane Clark & Peacock
  • Telephone appointment with Agility Pension Plan
  • Telephone appointment with Helen White
  • Telephone appointment with Bye Associates

Friday 15th 

  • Telephone appointment with Amundi - France
  • Telephone appointment with Pension Bee
  • Telephone appointment with Price Waterhouse Coopers
  • Telephone appointment with Punter Southall Governance
  • Telephone appointment with Ali Haouas
  • Telephone appointment with Sinclair Capital - USA
  • Telephone appointment with Stable Value Consultants - USA
  • Telephone appointment with David Stripp Consulting
  • Telephone appointment with Auour - USA
  • Telephone appointment with Conscious Capitalism - USA
  • Telephone appointment with J. Bradford Investments - USA
  • Telephone appointment with Proxywatch - USA
  • Telephone appointment with Conley Investment Group - USA

Monday 18th 

  • Telephone appointment with Sue Garrard Consulting
  • Telephone appointment with FCA
  • Telephone appointment with Candela Capital
  • Telephone appointment with Transcend Consultancy
  • Telephone appointment with HM Treasury
  • Telephone appointment with Beechcroft Associates
  • Telephone appointment with Institute for Financial Transparency - USA
  • Telephone appointment with M.A. Pfister Strategy - USA
  • Telephone appointment with Morgan Stanley - USA

Tuesday 19th 

  • Telephone appointment with The KBA Consulting Group - Australia
  • Meeting with Bank of England 
  • Meeting with The Investment Association
  • Meeting with InReg sàrl 
  • Telephone appointment with Eddy Company - USA

Wednesday 20th 

  • Telephone appointment with The Global Centre for Conscious Leadership
  • Telephone appointment with Natixis Investment Managers
  • Telephone appointment with City of Trees
  • Telephone appointment with Georgeson
  • Telephone appointment with We Are Just
  • Telephone appointment with Domeyard - USA
  • Telephone appointment with Helen White
  • Telephone appointment with Impact Analytics - USA

Thursday 21st 

  • Telephone appointment with Heelan Associates
  • Telephone appointment with Punter Southall Governance
  • Telephone appointment with IQM Corporation
  • Telephone appointment with PeopleNet
  • Telephone appointment with Agility Pension Plan
  • Telephone appointment with Rutgers University - USA
  • Conference call with Pew Trusts - USA
  • Telephone appointment with Investor Relations - USA

Thursday 21st 

  • Telephone appointment with Heelan Associates
  • Telephone appointment with Punter Southall Governance
  • Telephone appointment with IQM Corporation
  • Telephone appointment with PeopleNet
  • Telephone appointment with Agility Pension Plan
  • Telephone appointment with Rutgers University - USA
  • Conference call with Pew Trusts - USA
  • Telephone appointment with Investor Relations - USA

Friday 22nd 

  • Telephone appointment with Financial Data
  • Telephone appointment with Principles for Responsible Investment
  • Telephone appointment with Social Finance - USA
  • Telephone appointment with Ali Haouas
  • Telephone appointment with Newgate Communications
  • Telephone appointment with Riverbend Advisors- USA
  • Telephone appointment with FDIC- USA

Monday 25th

  • Telephone appointment with FTSE 250
  • Telephone appointment with MUFG
  • Telephone appointment with TIAA Global Asset Management
  • Telephone appointment with Ernst Young
  • Telephone appointment with The Fiduciary Institute - USA
  • Conference call with PRI and Batseta
  • Conference call with Office of the Comptroller of the Currency - USA
  • Telephone appointment with Morgan Stanley - USA

Tuesday 26th 

  • Online meeting with Arc Benefits
  • Meeting with Punter Southall Governance
  • Telephone appointment with Triodos Bank
  • Telephone appointment with Council of Institutional Investors - USA
  • Telephone appointment with IFI Global
  • Telephone appointment with Jaanu Consulting
  • Telephone appointment with Moody's Investors Service - USA
  • Telephone appointment with RSR Partners - USA
  • Telephone appointment with M.A. Pfister Strategy - USA

Wednesday 27th

  • Telephone appointment with CWC Research

Thursday 28th

  • Telephone appointment with Strategy 61 - Austraila
  • Telephone appointment with World Sustainability Development Forum
  • Telephone appointment with Visible Thread - Ireland
  • Telephone appointment with Investigative Fund - USA
  • Conference call with Punter Southall Governance, Bates Barristers and Scorpeo - UK & USA
  • Conference call with Muzinich
  • Telephone appointment with Cornell Law School - USA
  • Telephone appointment with Arabesque - USA
  • Telephone appointment with Newton Public Schools - USA

March 2019

Friday 1st

  • Conference call with Pensions Administration Standards Association and The Ark Pension Scam Support Group
  • Meeting with City of Trees
  • Telephone appointment with Ross School of Business at the University of Michigan - USA
  • Telephone appointment with Visible Thread - USA
  • Telephone appointment with PRMIA - USA
  • Telephone appointment with Crypto Reseach Group - USA

Monday 4th

  • Telephone appointment with Grant & Eisenhofer - Netherlands
  • Telephone appointment with Greater London Mutual
  • Telephone appointment with BSI Group
  • Telephone appointment with Public Company Accounting Oversight Board  - USA
  • Telephone appointment with TFC Financial - USA
  • Telephone appointment with Davies Ward Phillips & Vineberg  - USA

Tuesday 5th

  • Meeting with Transparency Task Force Interoperability Steering Group
  • Telephone appointment with Bernstein Global Wealth Management - USA
  • Telephone appointment with Ursa Fund Solutions - USA
  • Meeting with Price Waterhouse Coopers
  • Meeting with Montfort International

Wednesday 6th

  • Telephone appointment with RSA 
  • Meeting with GLM Board
  • Telephone appointment with UK Finance
  • Telephone appointment with Dimensional - USA
  • Telephone appointment with Landgrove Capital
  • Telephone appointment with Newton Investment Management

Thursday 7th

  • Telephone appointment with The Ark Pension Scam Support Group 
  • Telephone appointment with Financial News
  • Telephone appointment with Jaanu Consulting
  • Telephone appointment with Fair Banking
  • Telephone appointment with Aon
  • Telephone appointment with First State Investments - USA
  • Telephone appointment with Consulting Services Support Corporation - USA
  • Telephone appointment with Financial Risk Fitness - Germany
  • Telephone appointment with Virtu - USA
  • Telephone appointment with SBA

Friday 8th

  • Telephone appointment with RequirementONE 
  • Conference call with Cambridge Judge Business School and Momentous Change
  • Telephone appointment with Lloyds Banking Group
  • Telephone appointment with First Affirmative - USA
  • Telephone appointment with Even Financial - USA
  • Telephone appointment with  Institute for New Economic Thinking - USA
  • Telephone appointment with SBA - USA
  • Telephone appointment with Lazard - USA
  • Telephone appointment with M.A Pfister Strategy Group - USA
  • Conference call with FLAIA

Monday 11th

  • Telephone appointment with Orbis 

Tuesday 12th

Thursday 14th

Friday 15th 

  • Meeting with Gitterman Wealth Management
  • Meeting with Arabesque Partners

Monday 18th 

  • Telephone appointment with The KBA Consulting Group - Australia
  • Telephone appointment with TBLI Group - Netherlands
  • Telephone appointment with Durham University Business School
  • Telephone appointment with Price Waterhouse Coopers
  • Telephone appointment with Tomorrows Company
  • Telephone appointment with CMA
  • Telephone appointment with Kempen
  • Telephone appointment with SOENECS
  • Telephone appointment with Lansons

Tuesday 19th 

  • Meeting with CFA Institute
  • Telephone appointment with Antara Project
  • Telephone appointment with Marketcore

Wednesday 20th 

 

Thursday 21st

  • Telephone appointment with The Pensions Regulator
  • Telephone appointment with The Ark Pension Scam Support Group
  • Telephone appointment with Centaur Media
  • Telephone appointment with Principles for Responsible Investment
  • Telephone appointment with Project Heather
  • Telephone appointment with DiligenceVault

Friday 22nd

  • Telephone appointment with Pensions Administration Standards Association
  • Telephone appointment with Ignition House
  • Telephone appointment with Responsible Finance
  • Telephone appointment with Calpers

Monday 25th

  • Telephone appointment with Cairn Consulting
  • Conference call with Montfort International
  • Telephone appointment with Unite the Union
  • Conference call with Union Bancaire Privee
  • Telephone appointment with Eris FX
  • Conference call with Kinder Institute - USA
  • Telephone appointment with Greenberg Traurig - USA
  • Telephone appointment with Conscious Capitalism - USA
  • Conference call with Pew Trust - USA
  • Telephone appointment with Ventana Financial Associates - USA

Tuesday 26th

  • Attended Style Analytics event
  • Meeting with Punter Southall Governance
  • Attended Sustainable Finance Stakeholders event

Wednesday 27th

  • Meeting with People Net
  • Telephone appointment with Blondemoney
  • Telephone appointment with CFA NY - USA
  • Telephone appointment with Fundopolis - USA
  • Telephone appointment with TISA
  • Telephone appointment with Opturo
  • Telephone appointment with The Ark Pension Scam Support Group

Thursday 28th

  • Telephone appointment with Tiger Link Advisors
  • Telephone appointment with Style Analytics
  • Telephone appointment with Informed Decisions - Ireland
  • Telephone appointment with TISA
  • Telephone appointment with Opturo
  • Telephone appointment with The Ark Pension Scam Support Group
  • Conference call with Chartered Insurance Institute
  • Telephone appointment with International Corporate Governance Network
  • Telephone appointment with Greenberg Traurig
  • Telephone appointment with Wise Trading Technologies - USA
  • Conference call with Ai4 Impact Investing and Conscious Capitalism - USA
  • Conference call with Pensions Administration Standards Association and The Ark Pension Scam Support Group

Friday 29th 

  • Telephone appointment with Institutional Benchmarking Institute
  • Telephone appointment with Cambridge Judge Business School
  • Telephone appointment with City of Trees
  • Telephone appointment with Mark Hooker - USA
  • Conference call with FCA and The Ark Pension Scam Support Group
  • Telephone appointment with Bates Barristers - USA
  • Conference call with Scorpeo - USA
  • Telephone appointment with Association of Member Nominated Trustees
  • Telephone appointment with Auour Investments - USA

April 2019

Monday 1st 

  • Conference call with Market Integrity SIG
  • Conference call with Zephyre and Eris FX
  • Conference call with Banking SIG
  • Conference call with Foreign Exchange SIG
  • Conference call with Financial Stability SIG

Tuesday 2nd 

  • Conference call with Costs & Charges SIG
  • Telephone appointment with Consumer Insights
  • Conference call with Pensions SIG
  • Telephone appointment with SVR Consultancy
  • Conference call with Investment Consulting & Fiduciary Management SIG
  • Telephone appointment with Marketcore - USA
  • Conference call with Asset Management SIG
  • Conference call with The Ark Pension Scam Support Group, Pensions Administration Standard Association and Labour Party
  • Telephone appointment with Calpers - USA

Wednesday 3rd 

  • Conference call with PISCES SIG
  • Telephone appointment with Eris FX
  • Conference call with Compliance/Legal/Audit/Regulatory/ Governance/Custodian/Risk Management/General Counsel SIG
  • Conference call with Communications SIG
  • Conference call with Fintech SIG
  • Telephone appointment with Ross - USA

Thursday 4th 

  • Conference call with Financial Planning SIG
  • Conference call with Anti-scams SIG
  • Conference call with Whistleblowing SIG
  • Conference call with Private Equity Team SIG
  • Conference call with Hedge Funds SIG

Friday 5th 

  • Conference call with Team EMEA SIG
  • Meeting with The Pensions Regulator
  • Conference call with Team GTI SIG
  • Telephone appointment with Informed Decisions - Ireland
  • Conference call with Team Americas SIG
  • Conference call with Team APAC SIG

Monday 8th 

  • Telephone appointment with Aon
  • Telephone appointment with Carbon Tracker
  • Telephone appointment with Barry-Walsh Associates
  • Telephone appointment with Sector4Focus
  • Telephone appointment with TD Partners
  • Telephone appointment with Calm Financial Care - Ireland
  • Telephone appointment with Antara Project
  • Telephone appointment with Transcend
  • Telephone appointment with Goldman Sachs
  • Telephone appointment with BlueVal Group - USA
  • Conference call with Random Performance and University of Essex
  • Telephone appointment with Clearstream
  • Conference call with Newton Investment Management
  • Consultation response submitted to the Financial Conduct Authority's Policy Statement 19/3 on General Standards and Communication Rules for the Payment Services and E-money Sectors which can be downloaded here: https://www.transparencytaskforce.org/downloads/

Tuesday 9th 

  • Telephone appointment with First State Supper - Australia
  • Telephone appointment with Uni-Super - Australia
  • Telephone appointment with ICC - Sweden
  • Telephone appointment with Vivat Verzekeringen - Netherlands
  • Telephone appointment with Mission Brand
  • Conference call with Russell Investments
  • Telephone appointment with Ocean Governance
  • Telephone appointment with Capita Employee Solutions
  • Conference call with Foreign Exchange SIG about our FCA consultation response
  • Telephone appointment with Aon - Netherlands
  • Conference call with Eaton Vance and Wise Trading Technologies

Wednesday 10th 

  • Telephone appointment with Dimensional - Australia
  • Telephone appointment with EFG Private Bank
  • Telephone appointment with Hermes Investments
  • Telephone appointment with Institute and Faculty of Actuaries
  • Conference call with Aon - Netherlands
  • Telephone appointment with Baroness Falkner of Margravine
  • Telephone appointment with Global Alliance for Banking on Values - Spain
  • Telephone appointment with Relational Analytics
  • Telephone appointment with Alex Kim - USA
  • Telephone appointment with Ferret Information Systems
  • Telephone appointment with Natixis Invesment Management
  • Telephone appointment with Trans4m Center For Integral Development - USA

Thursday 11th 

  • Telephone appointment with Responsible Investment- Australia
  • Meeting with Currency Fair
  • Meeting with Hermes Investments
  • Telephone appointment with Reward Strategy

Friday 12th  

  • Telephone appointment with Crawford School of Public Policy - Australia
  • Telephone appointment with Lang Cat
  • Telephone appointment with Callund Consulting
  • Conference call with Burges Salmon 
  • Telephone appointment with Greater London Mutual
  • Telephone appointment with Adrian Holliday
  • Telephone appointment with University of Cambridge Institute for Sustainability Leadership
  • Telephone appointment with Goldsmith Financial Services
  • Telephone appointment with Duff & Phelps
  • Telephone appointment with Grant & Eisenhofer P.A. - Netherlands
  • Telephone appointment with Toroso Advisors - USA
  • Telephone appointment with Fairshares Association

Monday 15th  

  • Telephone appointment with Robeco - Netherlands
  • Telephone appointment with Said Business School
  • Telephone appointment with Earth Capital Partners
  • Telephone appointment with Responsible Investor 
  • Telephone appointment with Zephyre
  • Telephone appointment with Bailie Gifford
  • Telephone appointment with AiM
  • Telephone appointment with Orbis
  • Telephone appointment with Natixis Investment Managers
  • Telephone appointment with Global Capital
  • Telephone appointment with Social Enterprise International
  • Telephone appointment with Russell Investments

Tuesday 16th  

  • Telephone appointment with Responsible Investment Advisor
  • Meeting with Jetro London
  • Meeting with Eris FX
  • Meeting with Ignition House 

Wednesday 17th  

  • Telephone appointment with Evolutesix
  • Telephone appointment with Smart Money Match - Switzerland
  • Telephone appointment with Aquamarine - Switzerland
  • Telephone appointment with Better Finance - Belgium
  • Telephone appointment with UK Values Alliance
  • Telephone appointment with Evolutesix
  • Telephone appointment with SeedTribe
  • Telephone appointment with PluckPR - USA
  • Telephone appointment with Arc Benefits
  • Telephone appointment with IT Capital
  • Telephone appointment with Carlow Consulting

Thursday 18th  

  • Conference call with TISA
  • Telephone appointment with Xprience - Belgium
  • Telephone appointment with CCP Research Foundation
  • Telephone appointment with Wesleyan 
  • Telephone appointment with APPG on Fair Business Banking
  • Telephone appointment with ai4 Impact Investing - USA

Tuesday 23rd  

  • Telephone appointment with First State
  • Telephone appointment with Z/Yen Group
  • Telephone appointment with Friends Provident Foundation 
  • Telephone appointment with CCLA Investment Management
  • Telephone appointment with Coop Exchange
  • Attended FCA meeting
  • Telephone appointment with Steadyhand Investment Funds - USA
  • Telephone appointment with Cambridge Associates - USA

Wednesday 24th  

  • Conference call with The KBA Consulting Group - Australia
  • Telephone appointment with Aon - Netherlands
  • Telephone appointment with Financial Times
  • Telephone appointment with UKSA
  • Conference call with Newgates Communications and Association of Accounting Technicians
  • Telephone appointment with UKFIC
  • Telephone appointment with Adrian Tupper
  • Telephone appointment with Harvard Management Company - USA
  • Telephone appointment with Theta Lake - USA
  • Telephone appointment with Decision Technologies Corporation - USA
  • Telephone appointment with AFEX - USA
  • Telephone appointment with Curley Global IR - USA

Thursday 25th  

  • Telephone appointment with TD Partners
  • Telephone appointment with Nordea - Luxembourg
  • Telephone appointment with LifeSearch
  • Telephone appointment with Legal & General
  • Telephone appointment with Protect, Speak up - stop harm
  • Telephone appointment with Evolutesix
  • Telephone appointment with CFA Institute - USA
  • Telephone appointment with Said Business School
  • Telephone appointment with Calpers - USA

Friday 26th  

  • Telephone appointment with Hermes Investment
  • Telephone appointment with TBLI Group - Netherlands
  • Telephone appointment with London South Bank University

Monday 29th  

  • Telephone appointment with Mercer - Australia
  • Telephone appointment with The Asset Management Exchange
  • Telephone appointment with Strategia Worldwide - Netherlands
  • Telephone appointment with Fairmoney
  • Telephone appointment with World Sustainability Development Forum
  • Meeting with House of Commons

Tuesday 30th

  • Telephone appointment with MGEN - France
  • Telephone appointment with Global Alliance for banking on Values - Netherlands
  • Telephone appointment with Krzysztof Grabowski - Poland
  • Telephone appointment with Marketcore - USA
  • Conference call with UKAS
  • Telephone appointment with Mail on Sunday
  • Telephone appointment with Long Game - USA
  • Conference call with Decision Technologies - USA

May 2019

Wednesday 1st

  • Telephone appointment with Principles for Responsible Banking - Australia
  • Telephone appointment with John Banerjee
  • Telephone appointment with International Institute for Self-governance - Australia
  • Telephone appointment with Jamie Broderick
  • Telephone appointment with Pensioenfederatie - Netherlands
  • Telephone appointment with Brandon Davies
  • Telephone appointment with Paul Carlier
  • Telephone appointment with KPMG - Netherlands
  • Telephone appointment with Martin Confiserie Manufaktur AG - Switerzland
  • Telephone appointment with Conduct Academy
  • Telephone appointment with IHS Markit - USA
  • Telephone appointment with Boston University - USA

Thursday 2nd

  • Telephone appointment with Mallowstreet 
  • Telephone appointment with Rec Moneda Ciudadana - Spain
  • Conference call with Cuff Associates
  • Telephone appointment with EQ Investors
  • Telephone appointment with Tortoise - France
  • Telephone appointment with Rabobank - Netherlands
  • Telephone appointment with Harding Financial
  • Telephone appointment with IBM - Germany

Friday 3rd

  • Telephone appointment with Insight Financial Research
  • Telephone appointment with Imperial College Business School
  • Telephone appointment with Authentic Investor
  • Telephone appointment with Better Finance - Belgium
  • Telephone appointment with AHC
  • Telephone appointment with Coalition for Inclusive Capitalism - USA
  • Telephone appointment with Mercer - USA

Tuesday 7th

  • Telephone appointment with Ernst & Young
  • Telephone appointment with UK Finance
  • Conference call with SCM Direct
  • Telephone appointment with Marketcore - USA
  • Telephone appointment with The Fair Banking Foundation
  • Telephone appointment with Finacial Times
  • Telephone appointment with Style Analytics - USA

Wednesday 8th

  • Telephone appointment with Nationwide
  • Telephone appointment with Cairn Consulting
  • Telephone appointment with Cap:Ratio
  • Telephone appointment with Citi
  • Telephone appointment with Value Edge Advisors
  • Telephone appointment with Larry Bates - USA
  • Telephone appointment with MiFinity - Ireland
  • Telephone appointment with Resolver Group - USA
  • Telephone appointment with Stakeware - USA

Thursday 9th

  • Telephone appointment with Grimes International - Ireland
  • Telephone appointment with nAperte - Ireland
  • Telephone appointment with Financial Services Consumer Panel
  • Telephone appointment with Simpler - Ireland
  • Telephone appointment with NeoTutum Risk Management - Ireland
  • Telephone appointment with SIPA - USA
  • Telephone appointment with Camrose Consulting
  • Conference call with ai4 Impact Investing and Wise Trading Technologies - USA

Friday 10th

  • Telephone appointment with The Association of Superannuation Funds of Australia - Australia
  • Telephone appointment with British Council - Ghana
  • Telephone appointment with Article 13 
  • Telephone appointment with TLT Solicitors 
  • Telephone appointment with RSA
  • Telephone appointment with BitRecon 
  • Telephone appointment with Oaktree Financial
  • Telephone appointment with Floirin Corporate Finance - Ireland
  • Telephone appointment with UN Global Compact Network UK
  • Telephone appointment with MASF Consulting - Ireland
  • Telephone appointment with The Sight Store Pension Scam Support Group

Monday 13th

  • Telephone appointment with CFA Institute - Belgium
  • Telephone appointment with QPQ - Ireland
  • Telephone appointment with Ernst & Young - Germany
  • Telephone appointment with Magenta Financial Planning 
  • Telephone appointment with Safecall
  • Telephone appointment with Redington 
  • Telephone appointment with Future-Fit Foundation
  • Telephone appointment with Principles for Responsible Banking
  • Telephone appointment with Kweku Adoboli 
  • Conference call with Central Bank of Ireland - Ireland

Tuesday 14th

  • Telephone appointment with Grimes International - Ireland
  • Telephone appointment with Guan Seng Khoo - Singapore
  • Conference call with Saffron Robo
  • Telephone appointment with Hume Brophy - Ireland 
  • Telephone appointment with Jacquie Duckworth
  • Conference call with Zephyre, Eris FX and Paul Carlier 
  • Conference call with Cicero Group
  • Conference call with Decision Technologies - USA

Wednesday 15th

  • Telephone appointment with Dimensional - Australia
  • Telephone appointment with Aquamarine Capital - Switzerland
  • Meeting with Scorpeo
  • Meeting with TTF Advisory Board Meeting
  • Telephone appointment with Willis Towers Watson - Netherlands

 

Thursday 16th

Friday 17th

  • Conference call with QPQ
  • Telephone appointment with FTSE 250
  • Telephone appointment with Think ETF's - Netherlands
  • Telephone appointment with Susquehanna International Group - Ireland
  • Telephone appointment with Responsible Asset Owners Global Symposium
  • Telephone appointment with NOW Pensions

Monday 20th

  • Telephone appointment with Achmea - Netherlands
  • Telephone appointment with Association of Feroigh Banks - Switzerland
  • Telephone appointment with Think ETF - Netherlands
  • Telephone appointment with Ignition House
  • Telephone appointment with Trustmoore - Netherlands
  • Telephone appointment with DTS Duijn's Tax Solutions - Netherlands
  • Conference call with Visible Thread - Ireland
  • Telephone appointment with Switchfoot
  • Telephone appointment with Resolver Group
  • Telephone appointment with Credit Suisse AG - Switzerland
  • Telephone appointment with MAPPS
  • Telephone appointment with Ernst & Young
  • Telephone appointment with Citigate Dewe Rogerson
  • Telephone appointment with Decision Technologies - USA 

Tuesday 21st

  • Conference call with TTF Market Integrity Team
  • Telephone appointment with Mercer - Australia
  • Telephone appointment with ETF Summit Toronto
  • Telephone appointment with Scale Up Nation - Netherlands
  • Telephone appointment with Prodigy IT Solutions - Romania
  • Telephone appointment with Ward Hadaway
  • Conference call with Dimensional
  • Telephone appointment with Square Health
  • Telephone appointment with Yellowtail - Netherlands
  • Telephone appointment with TLT Solicitors

Wednesday 22nd

  • Telephone appointment with Mercer - Hong Kong
  • Telephone appointment with UBS - Switzerland
  • Telephone appointment with ICMA Group
  • Telephone appointment with Visible Thread - Ireland
  • Telephone appointment with Wagestream - Ireland
  • Telephone appointment with Ace Capital Investment - Ireland
  • Telephone appointment with Surety Bonds - Ireland
  • Conference call with Project Heather & Cambridge Judge Business School
  • Telephone appointment with Yellowtail - Netherlands
  • Symposium on "Accelerating our journey towards a green economy, before it's too late  https://www.transparencytaskforce.org/previous-events/london-22nd-may-2019/ 

Thursday 23rd

  • Telephone appointment with Wurgler of Association of Feroigh Bank - Switzerland
  • Conference call with CFA Institute - Belgium
  • Telephone appointment with HUB Consulting Associates
  • Telephone appointment with IDA Ireland - Ireland
  • Telephone appointment with Visible Thread - Ireland
  • Telephone appointment with The Ark Pension Scam Support Group
  • Telephone appointment with ABN AMRO Bank N.V. - Netherlands
  • Telephone appointment with Finch Capital - Netherlands
  • Conference call with Evolutesix, I3 Partners & Reporting 3
  • Telephone appointment with Willis Towers Watson - Netherlands
  • Telephone appointment with Ariadne Business Analytics - Switzerland
  • Conference call with Department of Finance - Ireland 

Friday 24th 

  • Telephone appointment with International Institute for Self Governance - Australia
  • Telephone appointment with Eureeca - Netherlands
  • Telephone appointment with Duff & Phelps - Netherlands
  • Telephone appointment with The Association of Compliance Officers - Ireland
  • Telephone appointment with Money Point - Ireland
  • Telephone appointment with The Ark Pension Scam Support Group
  • Telephone appointment with Flender - Ireland
  • Telephone appointment with Financial Conduct Authority
  • Telephone appointment with Edelman - Ireland 

Monday 27th 

  • Telephone appointment with Pointer Brand Protection - Netherlands
  • Telephone appointment with Jaanu Consulting
  • Telephone appointment with Simplewealth - Switzerland

Tuesday 28th 

  • Telephone appointment with Aon - Netherlands
  • Conference call with Impact Experience & ai4 Impact Investing 

Wednesday 29th 

Thursday 30th

  • Meeting with University College of Dublin - Ireland

Friday 31st

  • Meeting with University College of Dublin - Ireland

June 2019

 Monday 3rd

  • Telephone appointment with Centre for Inspired Leadership
  • Telephone appointment with Simplewealth - Switzerland
  • Conference call with UK Values Alliance & ServiceBrand Global
  • Telephone appointment with Prodigy IT Solutions - Romania
  • Telephone appointment with CFA Institute - USA
  • Telephone appointment with Baadar Helvea Group - Switzerland
  • Telephone appointment with Smart Pensions 

Tuesday 4th

  • Telephone appointment with Aon - Netherlands
  • Telephone appointment with About Life & Finance - Belgium
  • Telephone appointment with Triodos
  • Conference call with Epic Steps, Green Schools Project & City of Trees
  • Telephone appointment with Swiss Re Corporate Solutions - Switzerland
  • Telephone appointment with Simplewealth - Switzerland
  • Telephone appointment with Eureeca - Netherlands
  • Telephone appointment with Antler - Netherlands
  • Telephone appointment with Principles for Responsible Investment 

Wednesday 5th

  • Telephone appointment with Financial Conduct Authority
  • Telephone appointment with Authentic Investors
  • Telephone appointment with University College of Dublin - Ireland

Thursday 6th

Friday 7th

  • Telephone appointment with BBC, You & Yours
  • Telephone appointment with Arkadiko Partners

Monday 10th

  • Telephone appointment with Wa4steam - Belgium
  • Telephone appointment with Legal & General
  • Telphone appointment with Evolutesix
  • Telephone appointment with Good Vibes Consulting - Belgium
  • Telephone appointment with Bpostbank - Belgium
  • Conference call with Northumbria University & Durham University Business School
  • Telephone appointment with Berlin Economics - Belgium
  • Attended Transparency Asset Owners event

Tuesday 11th

  • Telephone appointment with ConnectedValue - Switzerland
  • Telephone appointment with European Future Forum - Belgium
  • Conference call with HM Treasury
  • Telephone appointment with Candriam - Belgium
  • Telephone appointment with EIB - Belgium
  • Telephone appointment with Finwise - Belgium
  • Telephone appointment with KBC Securities - Belgium
  • Telephone appointment with Snippet Finance - Israel
  • Telephone appointment with Provincie Limburg - Belgium
  • Telephone appointment with Swiss Finance + Technology Associations - Switzerland
  • Telephone appointment with Euroclear - Belgium
  • Telephone appointment with Centre for Inspired Leadership
  • Telephone appointment with Microstart - Belgium
  • Telephone appointment with Spreds - Belgium
  • Telephone appointment with Ethikos Lawyers - Belgium
  • Telephone appointment with Lab Box - Belgium

Wednesday 12th

  • Telephone appointment with European Banking Federation - Belgium
  • Telephone appointment with V3 Capital - Switzerland
  • Telephone appointment with Crowdfunder
  • Telephone appointment with Prodigy IT Solutions - Romania
  • Telephone appointment with Simplewealth - Switzerland
  • Telephone appointment with FECIF - Belgium
  • Conference call with Parliament & The Ark Pensions Scam Support Group
  • Conference call with Association of Accounting Technicians
  • Conference call with Style Analytics
  • Telephone appointment with World Savings Bank Institute - Belgium
  • Telephone appointment with Ethical Finance Hub
  • Telephone appointment with The Fairbanking Foundation
  • Telephone appointment with ACEDS - USA 
  • Telephone appointment with The Times

Thursday 13th

  • Conference call with The KBA Consulting Group - Australia
  • Telephone appointment with Allianz - Belgium
  • Telephone appointment with CBBA Europe - Italy
  • Telephone appointment with I3 Partners
  • Telephone appointment with Azimuth.one - Switzerland
  • Telephone appointment with Jannu Consulting
  • Telephone appointment with ICAEW - Belgium
  • Telephone appointment with CFA - Switzerland
  • Telephone appointment with Dimensional - USA
  • Telephone appointment with CIS Management - Netherlands
  • Telephone appointment with Africunia Bank - Switzerland

Friday 14th

  • Telephone appointment with Hume Brophy - Belgium
  • Telephone appointment with CIS Management - Netherlands
  • Telephone appointment with Single Financial Guidance Body
  • Telephone appointment with Privatbank IHAG - Switzerland
  • Telephone appointment with University of Brussels - Belgium
  • Conference call with Ariadne Business Analytics & Bank of England
  • Telephone appointment with Van Lanschot Bankiers - Switzerland
  • Telephone appointment with AMX
  • Telephone appointment with I am Dix - Switzerland
  • Telephone appointment with QPQ - Ireland
  • Telephone appointment with Julius Baer - Switzerland
  • Telephone appointment with Blanco Services - Belgium
  • Telephone appointment with European Payments Council - Belgium
  • Telephone appointment with Bank J. Safra Sarasin - Switzerland
  • Telephone appointment with Spreds - Belgium
  • Telephone appointment with KBC - Belgium

Monday 17th

  • Telephone appointment with Sirius Legal Law Firm - Belgium
  • Telephone appointment with Funds for Good - Belgium
  • Telephone appointment with Pyrosome - Switzerland
  • Telephone appointment with Vote Watch Europe - Belgium
  • Telephone appointment with KBC Securities - Belgium
  • Telephone appointment with CNBC
  • Telephone appointment with OneCompliance - Switzerland
  • Telephone appointment with Princip.al - Belgium

Tuesday 18th

Wednesday 19th

  • Telephone appointment with Irish Banking Culture Board - Ireland

Thursday 20th

Friday 21st

  • Attended Pensions Network Event
  • Telephone appointment with Triple i Connecting Financials - Netherlands

Friday 28th

  • Telephone appointment with IBM Watson Financial Services - Germany
  • Conference call with Financial Conduct Authority & Ariadne Business Analytics - Switzerland
  • Telephone appointment with Centre for Inspired Leadership
  • Telephone appointment with Decision Technologies Corporation - USA

The Great Divide

You can read the speech by  Andrew G. Haldane, FAcSS (the Bank of England's Chief Economist and Executive Director of Monetary Analysis and Statistics) that he gave on 18th May 2016 at the New City Agenda Annual dinner.

 

The speech is entitled The Great Divide and it is a first class explanation of why the trust deficit really matters and why it makes sense to try to do something about it.

 

Please click on the green button to access it; if you're not convinced of its relevance to our initiative, here's part of it:

 

..."The most important and compelling message the Bank received at the Open Forum came in the first session. The Bank had conducted some polling of perceptions of the financial sector – for example, by asking people what one word best described the future of financial markets. Among the Bank’s usual contacts, including those in the financial sector, the most used word was “regulated”. Many of us will have heard that message from financial insiders concerned about the perils of over-zealous regulators.

 

For me, the more revealing responses came from the general public, from the customers, rather than the producers, of financial services. The word most used by them when describing financial markets was a rather different one: it was “corrupt”. Not far behind were words like “manipulated”, “self-serving”, “destructive” and “greedy”. I am sure many of you have heard those messages too. They are certainly ones I have encountered frequently on my visits around the country."...

 

Please click the green button  below to access the full speech. If you need to read another piece first, here it is:

 

..."At least until recently many economists like me, when faced with this evidence, might have shrugged our shoulders. Social capital had no real role in our models of economic growth, unlike physical capital and human capital. Trust did not butter our parsnips and nor did it enter our production functions.

 

Recently, however, that orthodoxy has changed and the importance of trust has become clearer.

 

Evidence has emerged, both micro and macro, to suggest trust may play a crucial role in value creation. At the micro level, there is now ample evidence the degree of trust or social capital within a company contributes positively to its value creation capacity. 

 

At the macro level, there is now a strong body of evidence, looking across a large range of countries and over long periods of time, that high levels of trust and co-operation are associated with higher economic growth.

 

Put differently, a lack of trust jeopardises one of finance’s key societal functions – higher growth.

 

Those social capital effects appear to be particularly potent when it comes to financial decisions. Evidence suggests that a lack of trust leads people to retreat from the stock market and banks and to move towards cash holdings and informal sources of credit, such as payday lenders and loan sharks. That jeopardises the second key benefit of finance to society – improved risk-sharing by households and companies.

 

So a lack of trust in finance potentially hobbles both economic growth and financial stability.

 

That lack of trust is the mirror-image of the perception gap between the financial sector and wider society, the Great Divide.

 

The Great Divide matters because it signals a pronounced and protracted erosion of social capital. It puts finance on notice for losing its social licence. And, unaddressed, that jeopardises future wealth and well-being."...

 

Please click on the green button to access the full speech. If you're not yet convinced you should, here's a final snippet:

 

..." As a survey in 2013 of financial professionals found, rather remarkably, that over half believed their competitors engaged in illegal or unethical behaviour.  A smaller, but still high, fraction of 24% believed their own company engaged in such practices. Similar percentages believed their industry did not fulfil its fiduciary function of putting clients’ interests first.

The significance of these findings is not the precise percentages, as striking as these are.

 

More fundamentally, it is because of what they reveal about finance’s perception of itself, the mirror it holds to the social identity of finance."...

 

Click onto the button below to access the full speech; you'll be glad you did, it's profoundly thought-provoking for anybody interested in the future of the financial services industry:

If you are not already on the right page and want to read about our major international project to help rebuild trustworthiness and confidence in financial services, click on the orange button below:

Print Print | Sitemap
© Transparency Task Force

Call

E-mail

Directions