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

July 2019

Monday 1st

  • Telephone appointment with Mallowstreet
  • Telephone appointment with Omnium Investment Platform - Ireland
  • Telephone appointment with CCP Research Foundation
  • Telephone appointment with Shoosmiths
  • Telephone appointment with Agewage
  • Telephone appointment with Wagestream - Ireland
  • Conference call with BBC You & Yours & APPG on Pensions Scam Group
  • Telephone appointment with Finch Capital - Netherlands
  • Conference call with QPQ - Ireland & IT Capital - USA
  • Telephone appointment with ai4 Impact Investing - USA
  • Telephone appointment with Houses of Parliament
  • Conference call with ACTUS - USA & Ariadne Business Analytics - Switzerland

Tuesday 2nd

  • Conference call with TTF Market Interity Team
  • Meeting with IT Capital
  • Telephone appointment with Mallowstreet
  • Telephone appointment with Morgan, Lewis & Bockius

Wednesday 3rd 

  • Telephone appointment with Bit4You.io - Ireland
  • Telephone appointment with Church of England
  • Telephone appointment with Responsible Asset Owners Global Symposium
  • Telephone appointment with Influence Map

Thursday 4th 

  • Telephone appointment with InFinIT Partners - Netherlands
  • Telephone appointment with Principles for Responsible Investment
  • Conference call with ACTUS - USA & Ariadne Business Analytics - Switzerland

Friday 5th 

  • Telephone appointment with The Association of Compliance Officers - Ireland
  • Telephone appointment with Edelman - Ireland
  • Telephone appointment with Global Alliance for Banking on Values - Spain
  • Telephone appointment with The Ark Pensions Scam Support Group
  • Conference call with UK Values Alliance & ServiceBrand Global
  • Telephone appointment with BSA
  • Conference call with Shoosmiths
  • Telephone appointment with Auden
  • Conference call with IT Capital & Influence Map
  • Telephone appointment with Finch Capital - Netherlands
  • Telephone appointment with Decision Technologies Corporation - USA

Monday 8th 

  • Telephone appointment with Conexium - Ireland
  • Telephone appointment with MissionBrand 
  • Telephone appointment with Heelan Associates
  • Telephone appointment with Calm Financial Care - Ireland

Tuesday 9th 

  • Meeting with Promethos Capital
  • Telephone appointment with Finch Capital - Netherlands
  • Meeting with RSA
  • Telephone appointment with Decision Technologies Corporation - USA

Wednesday 10th 

  • Telephone appointment with FTSE 250
  • Telephone appointment with Venture Company

Thursday 11th 

  • Telephone appointment with Buck
  • Meeting with Future Fit Foundation
  • Meeting with AMX

Friday 12th 

  • Telephone appointment with The Pensions Regulator
  • Telephone appointment with Informed Decisions - Ireland
  • Telephone appointment with Visible Thread - Ireland
  • Telephone appointment with Magna Carta Communications
  • Telephone appointment with Cuff Associates 
  • Telephone appointment with University of Amsterdam - Netherlands
  • Telephone appointment with Moneyhub Enterprise
  • Telephone appointment with Newton Investment Management
  • Telephone appointment with House of Lords
  • Telephone appointment with Stanford University - USA
  • Telephone appointment with APFI

Monday 15th 

  • Conference call with Market Integrity SIG
  • Conference call with Banking SIG
  • Conference call with Foreign Exchange SIG
  • Conference call with Financial Stability SIG
  • Telephone appointment with Financial Conduct Authority
  • Telephone appointment with UniOne Foundation - Italy

Tuesday 16th 

  • Conference call with Costs & Charges SIG
  • Conference call with Pensions SIG
  • Conference call with Investment Consulting & Fiduciary Management SIG
  • Conference call with Asset Management SIG
  • Telephone appointment with The Eth Word
  • Telephone appointment with Bit Recon & Poznan University of Economics

Wednesday 17th 

  • Conference call with PISCES SIG
  • 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 Ignition House
  • Telephone appointment with SJ Hutchinson

Thursday 18th 

  • 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 19th 

  • Conference call with Team EMEA SIG
  • Conference call with Team GTI SIG
  • Conference call with Team Americas SIG
  • Conference call with Team APAC SIG
  • Conference call with Payments SIG
  • Telephone appointment with Hertfordshire Business School

Monday 22nd 

  • Telephone appointment with Safeside - Switzerland
  • Telephone appointment with Shoosmiths 
  • Telephone appointment with London South Bank University
  • Telephone appointment with EQ International
  • Telephone appointment with European Banking Federation - Belgium
  • Conference call with The Ark Pensions Scam Support Group
  • Telephone appointment with Smarterly
  • Telephone appointment with Ipsos MORI 

Tuesday 23rd 

Wednesday 24th 

  • Telephone appointment with The Trust Project - Australia
  • Telephone appointment with Achmea - Netherlands
  • Telephone appointment with Arabesque - USA
  • Telephone appointment with Grant Thornton
  • Telephone appointment with Baader Bank - Switzerland
  • Telephone appointment with MAPPS - Switzerland
  • Telephone appointment with Friends Provident Foundation
  • Telephone appointment with House of Lords
  • Telephone appointment with Integral Life Centre
  • Telephone appointment with MJ Hudson Allenbridge
  • Telephone appointment with I am Dix - Switzerland
  • Telephone appointment with Duff & Phelps
  • Telephone appointment with Smart Money Match - Switzerland
  • Telephone appointment with Stakeware - USA

Thursday 25th 

  • Telephone appointment with Avida
  • Telephone appointment with Silverbergh - Switzerland
  • Telephone appointment with Jackie Duckworth
  • Telephone appointment with Deloitte
  • Telephone appointment with Trustmoore - Netherlands
  • Conference call with Evolutesix, Reporting3 & I3 Partners
  • Telephone appointment with House of Lords
  • Telephone appointment with The Committee of Climate Change
  • Telephone appointment with Capitant - Belgium
  • Telephone appointment with The Venture Company - USA

Friday 26th 

  • Conference call with UKAS, AgeWage & The Fairbanking Foundation
  • Telephone appointment with Gemini Investment Management
  • Telephone appointment with MAPPS - Switzerland
  • Telephone appointment with Simplitium 

Monday 29th 

  • Telephone appointment with Achmea - Netherlands
  • Telephone appointment with Dexia - Belgium
  • Telephone appointment with Better Finance - Belgium
  • Telephone appointment with ACCA Global
  • Telephone appointment with The Eth Word
  • Telephone appointment with The British Embassy - Switzerland
  • Telephone appointment with Xperience - Belgium
  • Telephone appointment with Accountancy Europe - Belgium
  • Telephone appointment with APCC
  • Conference call with Inter-SIG Members

Tuesday 30th 

  • Conference call with TTF Market Interity Team
  • Telephone appointment with Vivat - Netherlands
  • Telephone appointment with Epoch Investment Partner
  • Telephone appointment with Hertfordshire Business School
  • Meeting with Heelan Associates
  • Telephone appointment with Jyoti Guptara - Switzerland
  • Telephone appointment with BDO
  • Telephone appointment with City & Financial Global
  • Telephone appointment with Royal Bank of Canada
  • Telephone appointment with ai4 Impact Investing

Wednesday 31st 

  • Telephone appointment with Mercer - Australia
  • Telephone appointment with Strategia Worldwide- Netherlands
  • Telephone appointment with Buck
  • Telephone appointment with Style Analytics
  • Telephone appointment with KPMG
  • Telephone appointment with Governance Connect
  • Telephone appointment with Better Finance - Belgium
  • Telephone appointment with Independant Financial Services 
    Professional
  • Telephone appointment with Swiss Finance + Technology Association
  • Telephone appointment with Imperal College
  • Telephone appointment with SquareHealth
  • Conference call with Clearglass & The Hackett Group
  • Telephone appointment with Stakeware - USA

August 2019

Thursday 1st 

  • Telephone appointment with Mercer
  • Telephone appointment with GM Walsh - Australia
  • Telephone appointment with Barker Tatham
  • Conference call with SAMI & London South Bank University
  • Telephone appointment with Magna Carta Communications - South Africa
  • Telephone appointment with Toroso Advisors - USA
  • Telephone appointment with Euroclear - Belgium
  • Telephone appointment with AMX
  • Telephone appointment with Financial Suitability Forum - Australia

Friday 2nd 

  • Telephone appointment with Ernst & Young - Netherlands
  • Telephone appointment with Spendolgy
  • Telephone appointment with Flat Mountain
  • Telephone appointment with Legal & General
  • Telephone appointment with The Ark Pensions Scam Support Group

Monday 5th 

  • Conference call with SAMI & London South Bank University

Tuesday 6th 

  • Meeting with Financial Conduct Authority
  • Telephone appointment with CFA Institute - Hong Kong
  • Telephone appointment with Athena Consulting
  • Conference call with Houses of Parliament & The Ark Pensions Scam Support Group
  • Telephone appointment with Robert Van Beek - Belgium
  • Telephone appointment with Ariadne Business Analytics
  • Meeting with ICAEW
  • Conference call with ai4 Impact Investing & Stakeware - USA

Wednesday 7th 

  • Telephone appointment with Currency Solutions
  • Telephone appointment with FCO
  • Telephone appointment with Social 3 Net
  • Telephone appointment with Said Business School

Thursday 8th 

  • Telephone appointment with Latrobe Law School - Australia
  • Telephone appointment with Private Capital - Hong Kong
  • Meeting with Bank of England
  • Telephone appointment with Lansons

Friday 9th 

  • Telephone appointment with Asian Development Bank - Singapore
  • Telephone appointment with Institutional Benchmarking Institute - Netherlands

Monday 12th 

  • Telephone appointment with Legal & General
  • Telephone appointment with PS Governance Services

Tuesday 13th 

  • Telephone appointment with Choice - Australia
  • Telephone appointment with Centre for Inspired Leadership
  • Telephone appointment with FCO - Hong Kong
  • Telephone appointment with Holland Fintech - Netherlands
  • Telephone appointment with The KBA Consulting Group - Australia
  • Telephone appoitment with Simplewealth - Switzerland
  • Telephone appointment with Jeneration Capital - Singapore
  • Telephone appointment with Conceptual Fund Managers - South Africa
  • Telephone appointment with FundRock Partners
  • Telephone appointment with Authentic Investor
  • Telephone appointment with 360 Fund Insight
  • Telephone appointment with Baloise Asset Management - Switzerland
  • Telephone appointment with Frost Consulting
  • Telephone appointment with The History Factory - USA
  • Telephone appointment with FCO - USA
  • Conference call with Promoting Economic Pluralism & Centre for Inspired Leadership
  • Telephone appointment with Kleiman International Consultants - USA
  • Telephone appointment with Global Alliance Partners
  • Telephone appointment with Wise Trading Technologies - USA
  • Telephone appointment with Precision Fiduciary Analytics - USA

Wednesday 14th 

  • Telephone appointment with The Trust Project - Australia
  • Conference call with The Ark Pensions Scam Support Group & MAPPS
  • Telephone appointment with Retirement Line
  • Telephone appointment with Mercer - Hong Kong
  • Telephone appointment with JPES Partners
  • Telephone appointment with 360 Fund Insight
  • Telephone appointment with CFA Institute - Belgium
  • Telephone appointment with Lansons
  • Conference call with ACTUS & Ariadne Business Analytics
  • Telephone appointment with QWAFAFEW - USA
  • Telephone appointment with SyndicateRoom
  • Conference call with IT Capital & InFinIT Partners
  • Telephone appointment with Z/yen 
  • Telephone appointment with Catalina Consulting
  • Telephone appointment with Black Diamond - USA

Thursday 15th 

  • Telephone appointment with The Trust Project - Australia
  • Telephone appointment with Said Business School
  • Telephone appointment with Retirement Line
  • Conference call with ACTUS & Ariadne Business Analytics
  • Telephone appointment with FCO - USA
  • Conference call with Clearglass & Institutiional Benchmarking Institute
  • Telephone appointment FRST - USA

Friday 16th 

  • Meeting with Principles for Responsible Investment
  • Conference call with Daily Mail & The Ark Pensions Scam Support Group
  • Telephone appointment with Alex Kim - USA

Tuesday 20th 

  • Meeting with David Stripp Consulting

Wednesday 21st 

  • Telephone appointment with Financial Therapy Association/Kitces - USA
  • Telephone appointment with Liti-Likn - Belgium
  • Telephone appointment with Pyrmont Wealth Management - Hong Kong
  • Telephone appointment with CBBA-Europe - Belgium
  • Telephone appointment with B Corporation
  • Telephone appointment with ICAEW - Belgium
  • Telephone appointment with Pensionsync
  • Telephone appointment with Friends Provident Foundation
  • Telephone appointment with JPES Partners
  • Telephone appointment with EDM Council - USA
  • Telephone appointment with Financial Conduct Authority
  • Conference call with IT Capital & InFinIT Partners
  • Conference call with ai4 Impact Investing & Stakeware

Thursday 22nd 

  • Telephone appointment with Blue Blaze Financial Advisors - USA
  • Telephone appointment with The Trust Project - Australia
  • Telephone appointment with Mercer - Australia
  • Telephone appointment with Baloise - Belgium
  • Telephone appointment with The KBA Consulting Group - Australia
  • Telephone appointment with Ariadne Business Analytics
  • Conference call with Evolutesix, I3 Partners & Reporting 3
  • Telephone appointment with EFAMA - Belgium
  • Conference call with Institutional Benchmarking Institute & Squareheath

Friday 23rd 

  • Conference call with ai4 Impact Investing & MAPPS

Tuesday 27th 

  • Telephone appointment with International Institute for Self-governance - Australia
  • Telephone appointment with HUB Associates - France
  • Telephone appointment with Aon - Belgium
  • Telephone appointment with Liti-Link - Belgium
  • Telephone appointment with Principles for Responsible Investing - South Africa
  • Telephone appointment with Siva Shankar
  • Telephone appointment with Think EFT Asset Management - Netherlands
  • Telephone appointment with Promethos Capital - USA
  • Telephone appointment with St John's University - USA
  • Telephone appointment with Kitces/KSU - USA

Wednesday 28th 

  • Telephone appointment with VisibleThread - USA
  • Telephone appointment with Houses of Parliament
  • Meeting with Maps
  • Telephone appointment with Nobias - USA
  • Telephone appointment with BSI Group
  • Telephone appointment with IEX Group - USA
  • Telephone appointment with Cerulli Associates - USA
  • Conference call with QPQ & IT Capital
  • Telephone appointment with Financial Conduct Authority
  • Telephone appointment with I.G Advisors
  • Telephone appointment with King & Spalding - USA
  • Telephone appointment with VisibleThread - USA
  • Telephone appointment with First Affirmative Financial Network - USA

September 2019

Monday 2nd 

  • Meeting with with Sinclair Capital 
  • Meeting with with Perscitus
  • Telephone appointment with RSA Fellow

Tuesday 3rd

  • Meeting with FCA, AgeWage, Fairbanking & UKAS
  • Conference call with Baker Mckenzie - USA
  • Telephone appointment with Flatmountain - USA
  • Telephone appointment with Global Ethical Finance Initiative - USA
  • Telephone appointment with Transformational Business Network Interrnational - USA
  • Telephone appointment with Goknown - USA
  • Telephone appointment with University Paris 1 Sorbonne - USA
  • Telephone appointment with Tilman and Co - USA
  • Telephone appointment with First Republic Bank - USA

Wednesday 4th

  • Telephone appointment with The KBA Consulting Group
  • Meeting with RSA
  • Telephone appointment with Liti-Link - Germany
  • Meeting with UN Global Impact
  • Telephone appointment with CFA Institute - Brussels
  • Telephone appointment with Clara-Pensions
  • Attended event at Z/Yen

Thursday 5th

  • Telephone appointment with UTS Sydney - Australia
  • Telephone appointment with CFA Institute - India
  • Telephone appointment with PeopleNet 
  • Lunch with Sarah Richardson & Robin O'Grady
  • Telephone appointment with Mercer - Australia
  • Telephone appointment with Crowdfund Ready
  • Telephone appointment with Legal & General
  • Telephone appointment with Financial Services Counsel - USA
  • Telephone appointment with Jaquie Duckworth
  • Telephone appointment with Probability Management - USA

Friday 6th

  • Telephone appointment with The Ark Pensions Scam support group
  • Telephone appointment with Grant Thornton
  • Telephone appointment with Soterium - Canada

Monday 9th

  • Telephone appointment with Credit Suisse - Switzerland
  • Telephone appointment with BlueVal Group

Tuesday 10th

Wednesday 11th

Thursday 12th

Monday 16th

  • Telephone appointment with Z/Yen

Tuesday 17th

  • Telephone appointment with Mercer - Australia
  • Telephone appointment with Resolver
  • Telephone appointment with Zephyre
  • Telephone appointment with OECD - Germany
  • Meeting with University of New South Wales - Australia
  • Meeting with Daily Mail and The Ark Pension Scam support group
  • Telephone appointment with Kleiman International Consultants - USA
  • Telephone appointment with Ledger4 Inc - USA
  • Telephone appointment with Boston College - USA
  • Telephone appointment with Bentley University - USA
  • Telephone appointment with Andrew Park - USA
  • Telephone appointment with Nobias - USA
  • Telephone appointment with Stable Value Consultants - USA

Wednesday 18th

  • Telephone appointment with Financial Services Council - Australia
  • Telephone appointment with LEVICK - USA
  • Telephone appointment with VanMac - Australia
  • Telephone appointment with Bloomsbury Wealth
  • Telephone appointment with ValueEgde Advisors - USA
  • Telephone appointment with Dimensional - Hong Kong
  • Telephone appointment with Duff & Phelps - Hong Kong
  • Telephone appointment with Harvard University - USA
  • Telephone appointment with Alpha Blue Ocean - France
  • Telephone appointment with Global Finesse - USA
  • Telephone appointment with Alvarez and Marsal
  • Telephone appointment with UN Global Impact - USA
  • Telephone appointment with Northfield - USA
  • Telephone appointment with The Venture Company - USA
  • Telephone appointment with GSM Financial Solution - USA
  • Telephone appointment with Pew Charitable Trusts - USA

Thursday 19th

  • Telephone appointment with Ernst & Young - Australia
  • Telephone appointment with European Investment Bank - Luxembourg
  • Meeting with Actus Financial Research Foundation - USA
  • Telephone appointment with Lansons
  • Telephone appointment with Wise Trading Technnologies - USA
  • Telephone appointment with Toroso Advisors - USA
  • Telephone appointment with Risk Management Group - USA
  • Telephone appointment with RFI Foundation - USA

Friday 20th

  • Conference call with FCA, ACTUS & Ariadne Business Analytics
  • Telephone appointment with Goknown - USA

Monday 23rd

  • Telephone appointment with Jeff Nie - Hong Kong
  • Telephone appointment with ValueEdge Advisors - USA
  • Conference call with L4S Corporation & Stonefish Consulting - USA
  • Telephone appointment with John Howard
  • Telephone appointment with Goknown - USA

Tuesday 24th

  • Telephone appointment with Dimensional - Hong Kong
  • Telephone appointment with The Australian - Australia
  • Conference call with University of Sydney Business School - Australia
  • Telephone appointment with Public Citizen - USA
  • Telephone appointment with Cayena capital Management - USA
  • Telephone appointment with International Adviser
  • Telephone appointment with Promethos Capital - USA
  • Telephone appointment with CFA Institute - USA
  • Telephone appointment with Sinclair Capital / High Meadows Institute - USA

Wednesday 25th

  • Telephone appointment with UniSuper - Australia
  • Telephone appointment with Singapore University of Technology and Design - Singapore
  • Telephone appointment with The Association Of Professional Compliance Consultants
  • Telephone appointment with FCA
  • Telephone appointment with Quietroom
  • Telephone appointment with King's College London
  • Telephone appointment with Public Citizen - USA
  • Telephone appointment with Household Capital - Australia
  • Telephone appointment with IT Capital - 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:

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