TTF UK Ambassadors

David Pitt-Watson,

Visiting Fellow,

Cambridge Judge Business School

 

David is Co-Author of ‘The Purpose of Finance’, ‘What they do with your Money’ and several other books. He Co-Chaired the United Nations Environment Programme Finance Initiative, and led the Royal Society of Arts Tomorrow's Investor Project. David is the Treasurer of Oxfam, a Board-member at NESTA and is recognised globally as a leading thinker and practitioner in the field of responsible investment and business practice.

 

David is a winner of the Transparency Trophy and his ground-breaking work on 'Purpose' was the initial inspiration behind the creation of Team PISCES. David is a frequent speaker at TTF events.

Press Release, David Pitt-Watson appointed Ambassador
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Catherine Howarth,

Chief Executive Officer,

ShareAction

 

Catherine is CEO at ShareAction, the leading civil society organisation in Europe promoting Responsible Investment, transparency and good governance by institutional investors. Catherine holds a First Class BA in Modern History from Oxford University and an MSc in Industrial Relations from the London School of Economics. In June 2011 she was named a 'Rising Star of Corporate Governance' by Yale University's, Millstein Center. Catherine was recognised by the World Economic Forum as a Young Global Leader in 2014 and is a Transparency Trophy winner. Catherine is a frequent speaker at TTF events.

TTF + ShareAction Press Release, Catherine Howarth appointed Ambassador
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Daniel Godfrey

Founder,

The People's Trust

 

For most of the last twenty years Daniel has held CEO roles at two trade associations. Firstly, as Director General of the Association of Investment Companies for eleven years and then, for three years, he was CEO of the Investment Association - the trade body for the UK’s £5.5 trillion investment management sector. At the Investment Association, Daniel drove forward the development of a client-centric set of Investment Principles. In addition to his role at The People's Trust, he is currently a Non-Executive Director of Big Issue Invest Fund Management, the Investor Forum and the Ethical Capitalism Group. Daniel is a member of the Transparency Task Force’s Costs & Charges Team and a Transparency Trophy winner. Daniel is a frequent speaker at TTF events.

TTF Press Release, Daniel Godfrey appointed Ambassador
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Jackie Beard,

Director of Manager Research Services for EMEA, 

Morningstar

 

Jackie leads Morningstar’s engagement with the due diligence teams of institutional investors. She is a leading industry voice on investment trusts and has pioneered greater transparency from closed-end funds on their holdings, authoring the paper “Investment Trusts: Why Transparency Matters”. Jackie is a member of the Transparency Task Force’s Stewardship & Decision-Making Team and a Transparency Trophy winner. 

TTF Press Release, Jackie Beard appointed Ambassador
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Con Keating,

Head of Research,

Brighton Rock Group

 

Con has been a member of the steering committee of the financial econometrics research centre at the University of Warwick. He has held senior positions at several international institutions including the European Federation of Financial Analysts Societies, Societe Universitaire Europeene de Recherche en Finance and the OECD’s private pensions committee. Con has published widely on the regulation of financial institutions and pension systems and has developed new statistical tools for financial data analysis. Con is involved with many of the Transparency Task Force’s Teams and is a winner of the Transparency Trophy. He speaks frequently at TTF events. 

Dr. Anna Tilba,

Associate Professor in Strategy and Governance, Durham University Business School

 

Dr. Anna Tilba is a researcher and a Lecturer in Strategy and Corporate Governance and a Director of Corporate Engagement at the Newcastle University Business School. She joined NUBS in 2012 from the University of Liverpool Management School where she obtained her PhD in corporate governance and where she was teaching Strategy both at undergraduate and postgraduate level.

 

Her research interests include pension fund investment, financial intermediation and networks, accountability, corporate governance and investor engagement.  Anna has an emerging record of publications in top tier academic journals. She also reviews papers for such scholarly journals as Corporate Governance: An International Review, Organization Studies, European Management Review, Business History and her papers appear at various international conferences. 

 

Anna has been a member of the Advisory Committee on Fiduciary Duties of Investment Intermediaries for the Law Commission. The Consultation Paper on Fiduciary Duties is commissioned by the Department for Business, Innovation and Skills (BIS) and the Department for Work and Pensions (DWP) and arises from the Kay Review of UK Equity Markets and Long-Term Decision-Making.

 

More recently, Anna has carried out research for the UK Financial Conduct Authority on the Effectiveness of the Oversight Committees as past of the FCA's Asset Management Market Study

 

Furthermore, Anna is a member of the Transparency Task Force’s Costs & Charges Team and the International Best Practice Team; and she frquently participates at TTF events. 

TTF Press Release: Dr. Anna Tilba appointed Ambassador
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Ralph Frank,

Co-Head of DC,

Cardano

 

Ralph was part of the team that set up Cardano's UK business in 2007. Prior to Cardano, Ralph was European Director of Consulting at Mercer Investment Consulting. Ralph is a Fellow of the Institute and Faculty of Actuaries. He graduated as a Bachelor of Economic Science from the University of Witwatersrand. Ralph is a leader of the TTF's Costs & Charges Team and a Transparency Trophy winner. 

 

Ralph is also on the Financial Conduct Authority's Institutional Disclosure Working Group being Chaired by Dr. Chris Sier.

Markus Krebsz,

FRSA, GCRP and Chartered MSCI,

The Group of Experts on Risk Management in Regulatory Systems

 

Markus is a seasoned Risk specialist and Government advisor with 25 years’ experience in global financial markets, thereof almost 20 years in managing risk.

 

Executive director and Board member of a new UK challenger bank. Previously, as Interim CRO, instrumental in launching/ establishing a high-profile capital markets/ lending institution start-up for the UK government and playing a pivotal role in achieving its strong investment-grade ratings. Current member of a United Nations working party on risk & regulation; previously advising the World Bank, the European Commission, the European Central Bank (ECB) and the Securities & Exchange Commission (SEC).

 

Co-Founder and acting Chairman of the Culture & Conduct Group, Chairman (ex-officio) of the Chartered Institute for Securities & Investment (CISI) FinTech Forum. Ambassador of the Transparency Task Force, member of its Banking team and contributor to the All Party Parliamentary Group (APPG) on Fair Business Banking. Mentor/ member at Google Campus.

 

Well regarded thought-leader and lecturer with some of the world’s best academic institutions and frequent appearances at Industry’s top speaking circles. Published author/ editor of several books, incl. on the Global financial crisis as well as other technical publications. Fellow of the Royal Society for the encouragement of Arts, Manufactures and Commerce (RSA).

JB Beckett,

UK Director,

Association of Professional Fund Investors,

 

JB is a veteran fund selector and strategist. He is a Fund Gatekeeper for Scottish Widows, a large UK insurer and pension provider. He is a recognised thought leader in the fields of fund analysis, research and governance and author of the controversial book ‘#NEWFUNDORDER’. JB is a columnist, lecturer and global presenter on a variety of fund management and digitalisation topics. The Association of Professional Fund Investors (APFI) is dedicated to the pursuit of professionalism in fund investing. In addition to his role at the APFI, JB's senior portfolio includes: consulting CIO, Chartered Member, Author and Senior Reviewer for the Chartered Institute for Securities and Investments, and member of the Z/Yen Long Finance think-tank. JB is a member of several Transparency Task Force Teams, most recently Team PISCES.

TTF Press Release, JB Beckett appointed Ambassador
TTF Press Release, JB Beckett appointed [...]
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Robin Powell,

Founder,

The Evidence Based Investor

 

Robin was a TV reporter, producer and presenter for more than 20 years, working for Sky News, ITV and for The Sunday Politics on BBC 1. For Sensible Investing TV, Robin produced and presented the online documentary ‘How to Win the Loser’s Game’. He is the founder of Regis Media, which provides niche content and social media management for growing fiduciary businesses and he also runs The Evidence Based Investor. Robin is a member of the Transparency Task Force’s Costs & Charges Team and a Transparency Trophy winner.

TTF Press Release, Robin Powell appointed Ambassador
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Steve Conley,

Founder & CEO,

Values Based Adviser; and 

Principal Leader of TTF's Market Integrity Team

 

Values Based Adviser is an international operation helping individuals connect with values-based advisers, organisations and investments, and helping social entrepreneurs in developing countries set-up values-based investments.

 

In addition to his role at Values Based Adviser, Steve is:

 - Non-Executive Director, Workplace Pensions Direct

 - Director of The Blair Project, using motorsport as a tool for engagement to enthuse and inspire young people to pursue careers in science, technology, engineering and digital industries

 - Former Head of Investments of HSBC

 - Former Head of Savings & Investment Strategy RBS Group

 - Former Head of Wrap & Innovation at Santander

 - Former Chair of British Bankers’ Association Bancassurance Steering Group

 

Steve has worked at a senior level in the pensions and investments sector since 1982 and is known for bringing the first wrap platforms and the first retail multi-asset funds to the UK. He has been a chartered insurance professional since 1989, twice Jubilee Prize winner at IIM and twice Broker Prize winner at BIIBA.

 

Steve is an active participant in several of the TTF's Teams and is Principal Leader of the Market Integrity Team, which he initiated.  

TTF Press Release, Steve Conley appointed Ambassador
TTF Press Release, Steve Conley appointe[...]
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Henry Tapper, 

Founder of Pension PlayPen;

Director at First Actuarial

 

Henry is a blogger at henry.tapper.com, the Founder of Pension PlayPen (a fintech promoting confidence in workplace pensions) and a Director at First Actuarial.

 

He has campaigned for greater transparency in the pensions industry for many years and is very well known for his belief that there is a tremendous need to restore public trust in the pensions and investment industry, such that savers at large and ultimately the industry itself prosper in the long-term. 

 

In particular, Pension PlayPen has long campaigned for greater transparency on what happens to the pension contributions created by auto-enrolment.

 

Henry sees social media as a key means to get messages out to the public. When he's not at work he is on a boat in the summer and supporting Yeovil Town if it’s not.

Henry Tapper appointed Ambassador of the TTF. 10th November 2017.
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Rory Maguire

CEO

Fundhouse

 

Rory has been in the investment industry since 1997. Prior to co-founding Fundhouse in 2007, he was CEO of a fund management firm. He has had various executive roles at large and small fund managers and has significant experience inside both active and passive fund management firms.

 

At Fundhouse he focusses his efforts on fund research, asset allocation and overall business strategy.  Fundhouse is an independent, owner-managed investment consultant providing manager research, asset allocation and portfolio construction to institutional investors and wealth managers. 

 

Fundhouse is regulated by the FCA.

Philip Meadowcroft

Independent Shareholder Activist

 

Philip graduated from the University of Nottingham with a degree in Industrial Economics and after an early career in advertising he forged a business in developing and managing  export sales in emerging markets for global consumer goods companies.    

 

His concern about corporate governance has grown out of his chairmanship of the trustees of his family trading company’s SSAS and he came to public prominence in 2012 during the first Shareholder Spring – now a fixture on the corporate calendar.     The Times described his performance at the 2012 Aviva plc AGM which criticised the Board about excessive executive remuneration in relation to business results as a “slasher fest” – the CEO resigned four days later and the Chairman departed within two months.   

 

Philip demonstrated that company AGM’s could – and should - be converted, where appropriate, into robust challenges from ordinary retail shareholders - the more so when institutional shareholders generally prefer to stay away from such meetings.   

 

Earlier Philip was – and still is – a leading member of NUPAG (Norwich Union Policyholders’ Action Group) which campaigns for with profits policyholders to be treated respectfully and fairly by both providers and regulators. He has applied, with prominent media backing, the same relentless approach in tackling the FSA/FCA with particular reference to the way in which the current regulator, the FCA, has found itself hamstrung by its application of the so-called principles of Maxwellisation (a concept which quaintly  happens to immortalise one of Britain’s biggest corporate crooks) thus seriously delaying publication of the FCA’s report into the collapse of HBoS and RBS.   

 

Pursuing improved corporate and financial product transparency has been at the core of Philip’s campaigning activities.

                                                                                                                                                                        

Philip commented: “To be invited to be a TTF Ambassador is a considerable privilege though it is surprising because I am not a mainstream financial professional but I am absolutely independent and beholden to no organisation.  TTF has already made an indelible mark on the financial services scene and is now poised to become an even more influential force in coordinating intelligent and experienced evidence-based opinion to inform our political masters and product providers on the critical aspects of restoring, through markedly improved transparency, public faith and confidence in financial services.”

Ian Peacock

Chief Client Officer,

IG Group

 

Ian is currently Chief Client Officer at IG Group, a £3bn UK listed global on-line trading firm with offices in 20 countries.

 

Ian oversees a global team responsible for managing over £500m in annual client revenues. In 2016 he led the firm’s entry into the savings and investment by launching a digital wealth management platform, IG Smart Portfolios, in partnership with BlackRock. Ian is responsible for all aspects of the diversification strategy and serves as Chairman of the Investment Committee. He also served as Head of IG Group for the UK and Ireland.

 

Prior to joining the firm in 2015, Ian worked for Credit Agricole CIB as CEO of the Americas, based in New York, and later as UK CEO of their European Equity Franchise Cheuvreux. In parallel he headed their equity trading and distribution platforms globally. Ian was a member of the executive team leading various business launches, joint ventures and divisional turnarounds as well as launching one of Europe’s first MTF’s.

 

Ian’s other experience includes strategy and commercial roles at the London Stock Exchange, GE and various start-ups in the trading and investment space. 

 

Ian serves on the advisory board of CoInvestor, an alternative asset investment company.

 

Ian received a BSc (Honours) in Computer Science and Mathematics from the University of Leeds and an MSc (Distinction) in Strategy and leadership from London Business School where he was a Sloan Fellow. 

Mark Polson,

Founder and Principal,

the lang cat.

 

The lang cat is a specialist platforms, pensions and investment consultancy.

 

From its Edinburgh base, the lang cat works with platforms, life companies, asset managers and large advisory firms helping them interpret regulation, develop new propositions, turn marketing strategy into action and articulate their services in such a way that people without a financial services degree have a hope of understanding them.

 

Bit by bit it aims to leave the industry just a little better than it found it.

 

The lang cat is also a strategic communications agency, offering PR and communication services to clients across retail investment, protection and fintech. The comms guys have access to the techy guys, and the techy guys are helped by the comms guys to communicate with impact. It’s a good mix.

 

Mark is a prolific writer, contributor to the trade press and international public speaker, even when people ask him not to be.

 

He doesn’t play guitar as much as he’d like and spends more time than is reasonable going to gigs aimed at people considerably younger and more tattooed than him.

Mike Barrett,

Consulting Director, 

the lang cat. 

 

Mike is consulting director, and sole-proprietor of the lang cat Isle of Wight office.

 

A driver and survivor of platform mergers, migrations and RDR he held a number of senior roles at Skandia and Old Mutual Wealth, most recently Head of Platform Marketing.

 

His favourite platform is platform 4 at Southampton.

Julia Dreblow BA Hons, Dip PFS,

Retail SRI specialist;

Founder SRI Services & Fund EcoMarket  

 

Julia has worked in financial services since 1989, specialising in retail ‘sustainable, responsible and ethical investment’ (SRI) since the mid 1990’s. She now runs her own business the purpose of which is to increase support for retail funds which can help drive positive environmental and social change and meet client needs better. 

 

Her work includes consultancy and partnerships which includes running two free to use websites:

  • Fund EcoMarket is a unique, fund manager sponsored ‘whole of market’, advice process driven SRI/ESG retail fund tool. It brings together detailed information on screened and themed fund approaches and strategies, allowing researchers and advisers to bring this area into their operations.  (Sponsored by Liontrust, Rathbones, Sarasin & Partners, Pictet, Quilter Cheviot, Triodos Bank, Unicorn, M&G, JanusHenderson & Kames.)
  • SRI Services is a generic SRI information site for financial advisers which explains the principles of this area.

Fund EcoMarket was ‘Highly Commended’ in the 2015 Corporation of London Sustainable City Awards (Sustainable Finance) and again shortlisted in 2016 (the last time this category was offered). It was also shortlisted for a number of industry awards during 2016 and 2017.  

 

Julia is also involved in industry consultations and initiatives, writes in the industry media,  organises and speaks at events - primarily for financial services professionals.

 

Julia started her career as a trainee broker consultant at pension provider NPI. She moved to Friends Provident in 1996 - where she led their market leading SRI proposition and communications work until 2008.  She served as a main board director of not-for-profit industry association UKSIF from 2002-9, chaired their Retail Sub Committee and helped set up ‘Good Money Week’.

Helen Scott,

Chief Executive Officer,

Eris FX

 

Helen is CEO at Eris FX, an international payments firm based in Leeds promoting transparency, technical innovation, competition and good governance.

 

Helen holds a BA(Hons) in English Studies from Nottingham University and a Masters in Japanese Studies from Sheffield University.

 

She was previously Senior Far East Fund Manager for Family Assurance Friendly Society in Brighton and Head of Japanese Warrants Trading for Société Générale in Tokyo. 

 

She has spent the last three years successfully campaigning for the removal of unfair and misleading advertising practices in the payment services sector. 

Andrew Parry,

Head of Sustainable Investing,

Hermes Investment Management

 

Andrew Parry is Head of Sustainable Investing and a member of the Hermes Strategy Group. He joined the firm in 2009, initially as Chief Executive and Co-Head of Investment for Hermes Sourcecap, now Hermes European Equities, becoming Head of Equities in 2014 and taking on responsibility for developing Impact investing in August of 2016. In September of 2017 he became Head of Sustainable Investing to reflect the commitment of Hermes to building on their success in responsible investing.

 

In 2006, Andrew jointly founded Sourcecap with the aim of building a best-in-class investment boutique focused on excellence in European equity management.

 

Prior to this, Andrew established Pembroke Capital Management in 2003 and successfully launched the Magenta Fund, a global equity non-directional fund.

 

Before that, Andrew worked at Northern Trust Global Investments (Europe) Ltd as Chief Investment Officer of International Equities and was responsible for the management of global, international and regional portfolios.

 

He has also held a variety of senior investment roles, including Head of International Equities at Julius Baer Investments, Chief Investment Officer at Lazard Brothers Asset Management, and Head of UK Equities at Baring Asset Management.

 

Andrew holds an MA in Mathematics from the University of St Andrews. Andrew is Co-Chair of the UNEP Financial Initiative Positive Impact Steering Group and a member of the Investment Committee of the Trafalgar House Pension Trust.

 

He was formerly an independent investment advisor to the Investment Sub-Committee of the Mineworkers’ Pension Scheme and a non-equity director of Aerion Fund Managers.

James Daley,

Managing Director,

Fairer Finance

 

James Daley has been a consumer campaigner and financial journalist for more than 18 years. Before launching Fairer Finance, he worked for the consumer group, Which?, where he campaigned for a better deal for customers of banks and insurers in the wake of the financial crisis.

 

James is frequently interviewed on national television and radio, and has regularly appeared on shows such as Watchdog, Rip-off Britain, Dispatches and Supershoppers.

 

Before working at Which?, James spent 10 years as a business and finance newspaper journalist, latterly as the The Independent's personal finance editor and cycling columnist.

 

He lives with his wife and two children in Tooting, where he is also a local councillor.

William Price,

CEO,

D3P Global

 

William Price is CEO of D3P Global, a company dedicated to building better pension systems globally.

 

He is an international pension expert who has worked for the World Bank - for whom he still works as a consultant - UK Treasury, UK Pension Regulator and in collaboration with the OECD and International Organization of Pension Supervisors (IOPS).

   

He co-created the Outcomes Based Assessments (OBA) and Outcomes and Risk Based Supervision (ORBS) models for pensions and has published extensively including the recent book “Saving the Next Billion from Old Age Poverty”.

 

He is also a Program Leader and Advisory Board member for Insurance and Pensions at the Toronto Centre for Global Leadership in Financial Supervision and an Ambassador for the Transparency Taskforce.

 

He gained his first degree from Oxford University and has a Masters in Economics from University College London. 

David Stripp,
Proposition Manager,
David Stripp Limited
 

David is a Lead on the Market Integrity Team (MIT) of the Transparency Taskforce. He has project managed the MIT’s 18 month project on Codes of Conduct & Codes of Ethics in Financial Services which has resulted in their White Paper released in July 2018.

 

With a background in pensions & benefits David spent over twenty years with Marsh and Mercer managing the SW region of Mercer Employee Benefits, and latterly in a proposition development and project & change management role.

 

Since 2011 David has worked with leading banks, insurance companies and national IFA firms developing propositions that have focused on aspects of governance and bringing change to the delivery of financial services. Projects managed have included developing and bringing to market a new workplace pension offering for SME clients of Mercer; building a product governance framework for a leading insurance company; defining an Operational Risk Management model for a national IFA firm; developing a governance proposition for Auto Enrolment clients of Barclays Corporate & Employer Solutions; developing a DB to DC proposition for a leading IFA firm; and developing a benefit package to sit alongside Auto Enrolment.

 

David also acted as Co-Chair of the Friends of Auto Enrolment Governance Task Force, playing a large part in the drafting of their Guide to AE. 

Jon Spain,
Treasurer,
Law For Life
 

Jon qualified as a Fellow of the Institute of Actuaries (as it was) in 1977, since when most of his career has been in different aspects of DB pensions.

 

Having formerly worked at two large private sector consultancies for 16 years, he was employed by Government Actuary's Department from January 1990 until May 2018.

 

Professionally, he was a member of the Pension Fund Valuations & Market Values Working Party (which reported in October 1999) and the Valuation Rates of Interest Working Party (which was terminated before work was completed), serving on Pensions CPD Committee from 2010 until 2016 and is currently a member of the SIAS Committee.

 

His focus is trying to explain why the long-term future is not at all well addressed by short-term measurements, a battle still being fought.

Sunil Chadda,
Advisory Board Member,
Association of Professional Fund Investors
 

Sunil is an Advisory Board member and Special Adviser to the Association of Professional Fund Investors (APFI).

 

Sunil has 32 years’ experience in the asset management sector and is regarded as a UK leader on the subject of investment costs and charges and the impact of regulation thereon.

 

Sunil is passionate about cost transparency and seeks better social and financial outcomes for consumers of financial services. An asset management subject matter expert with 32 years’ experience in the asset management sector here in the UK, and abroad. 

 

Sunil has spent the last 17 years or so consulting at numerous asset management firms and was an Associate Principle, Investment Costs & Charges, at Grant Thornton.

Ruston Smith,
Chairman,
Tesco Pension Fund Trustee Board, Tesco DC Governance Committee, Tesco Pension Investment Limited
 

Ruston has over 30 years UK and international experience in the pension fund and investment industry.

 

Ruston is the Chairman of the Tesco Pension Fund Trustee Board, the Tesco DC Governance Committee and Tesco Pension Investment Limited (FCA approved investment business managing £14bn of Tesco’s UK DB assets), Chair of PTL and Chair of the Money Advice Service’s Financial Capability Strategy Workplace Steering Group.

 

He’s also a non executive director of JP Morgan Asset Management International Ltd, a non executive director of Smart Pension (Chair of their International Advisory Board), Director of Standard Life's Master Trust Company, a Governor of the Pensions Policy Institute and the Chair of GroceryAid (charity for the grocery industry).

 

He was a Co Chair of the Government’s Advisory Board, leading on Engagement, of the 2017 Automatic Enrolment Review. Ruston is a former Chair and Non Exec Director of the Pensions and Lifetime Savings Association, former Trustee Director of People’s Pension and the former Group Director of Pensions and Insurable Risk at Tesco.

Mark Falcon,
Founder and Director,
Zephyre
 

Mark is founder and director of Zephyre, a regulatory strategy advisory firm. Zephyre is currently an expert adviser/witness on multiple complex competition and regulatory cases in financial services and technology.

 

Mark is also a policy adviser to Which? (the UK consumer representative body), an Associate Faculty member at Imperial College Business School, and has been a longstanding Specialist Adviser to the House of Commons Treasury Committee.

 

Mark was previously an Executive Director at the Payment Systems Regulator, responsible for regulatory policy & strategy, and Head of Economic Regulation/chief economist at Three/CK Hutchison, the largest foreign investor in the UK, in multiple industries. Mark also helped to create Frontier Economics, Europe’s largest economic consultancy, establishing Frontier’s financial services practice. 

Andrew Mills,
Founder and Director,
Insight Financial Research
 

Andrew is an independent and expert analyst, commentator and writer on the financial industry. He works on a wide range of research-related projects, helping clients to understand and communicate the impact of economics, technology, demographics, behaviour and regulation on financial firms and the sector as a whole.

 

Andrew’s clients include world-leading companies in banking, asset management, research and consulting. He has worked for a range of national and international bodies, and been instructed as an expert witness.  Andrew works mainly in the UK and Europe, but also has extensive experience in Asia and the US.  He often speaks at industry events and is always ready to give his opinion!

 

With quixotic timing, Andrew founded Insight Financial Research in early 2008 and has been busy ever since. That followed a dozen years in professional services, first as a forensic accountant at Arthur Andersen and then in PricewaterhouseCoopers’ Valuation & Strategy practice.

 

Andrew is a strong believer in the social value of finance, but – like many – feels that the industry has largely forgotten its purpose. He is a member of the TTF’s Financial Stability Team, contributed to the Team’s 2018 white paper on avoiding future crises, and was an expert participant in the RSA’s Citizens Economic Council project.

Bob Compton,
Managing Director,
ARC Benefits Limited
 

Bob has over 30 years in strategic corporate pensions consulting at board level, having worked for leading actuarial firms, brokers and insurance companies, and established a number of different ventures. Managing Director and co-owner of ARC Benefits Limited, a specialist in pensions Management & Governance systems.

 

A long standing member of the East Midlands PLSA committee and a Fellowship Network Ambassador for the Pensions Management Institute, A Fellow of the Chartered Insurance Institute, and holder of the IIMR Certificate on Investment management.

 

Co-authored a book on Pensions Management, “108½ Tips to Tame your ‘Pensions Beastie’”, and contributed a section to an IoD handbook on workplace pensions.

 

Has provided input and Ideas in developing DWP and Pensions Protection Fund policy. Acted as the British Chambers of Commerce Pensions Policy advisor at the time Auto Enrolment legislation was developed, and instrumental in establishing the Association of Professional Pension Trustees.

 

Bob is a member of the Transparency Task Force’s Market Integrity Team, and a Transparency Trophy winner.

Wendy Addison,
CEO,
Speak Out-Speak Up
 

Wendy Addison began her career as a professional ballet dancer, qualifying as an Chartered Accountant in the 1980s after being laid off with an injury. Climbing the corporate ladder, Wendy became the only female executive in her team, operating at board level as the International Group Treasurer for a publicly listed company.

 

Standing up for the values that support her principles Wendy attempted to report malfeasance, committed by the joint CEOs, internally but was met with purposeful obfuscation. Demonstrating courage and a willingness to endure the danger of being exposed, Wendy took a moral stand against bribery and corruption and blew the whistle externally.

 

Wendy's story is a human story of courage and endurance, of hope and justice. It covers many valuable teaching moments, including the psychological conflict of Speaking Up, the challenge for leaders to Listen Up, the importance of intra group dynamics and the long term emotional pain of shame and regret for those who feel disempowered to act.

 

Since securing justice in an 11-year war of attrition, Wendy has maximised her experience through studying the Social psychology and Neuroscience of Decision making at Stanford University in addition to being accredited to train for Courageous Conversations, a course developed over twenty-five years at Stanford by Professor Emeritus Philip Zimbardo and Dr Lynne Henderson Ph.D.

 

Wendy founded SpeakOut SpeakUp Ltd, a consultancy and training company in 2012 and provides training, lectures and talks to move people towards Courageous Conversations before they head for the exit marked ‘Whistleblowing’ 

 

Wendy is at the cutting edge of behavioural change, currently in collaboration with the University of East London‘s Virtual Reality Lab to develop Virtual Reality immersions for Courageous Conversations.

 

Additionally, Wendy is a lecturer at Surrey University and Warwick Business School, is a contributing member of the UNCAC Coalition, the Corruption Research Group of the Surrey University and sits on the advisory board of the Whistleblowing Research Unit which runs the International Whistleblowing Research Network at Middlesex University in the United Kingdom. Wendy has recently written a white paper for and on behalf of the OECD, called Openness in Organisations. She will be presenting this paper to governmental heads, in Paris in 2019.

 

Wendy’s clients and engagements have spanned the globe and range from speaking at TED Tokyo, providing training for the Council of Europe to addressing the needs and goals of companies such as BP, Nationwide, Mubadala in the UAE and Massy in Trinidad. 

Joe St Clair,
UK Director,
World Sustainability Development Forum
 

After a successful 18-year career as a Senior Executive at ‘Nationwide Building Society’ managing large projects and internal departments, Joe then enjoyed a second career as an ‘International Management Consultant’ for Logica/CMG working all over the world at Board level in some of the world’s leading Companies solving corporate problems.

 

His clients included Vodafone, M&S, DHL, Nat West, Prudential, EE, Thomas Cook, Morgan Stanley, The Environment Agency and many others.

 

In addition to his corporate work Joe is an established professional Writer and Conference Speaker with over 3000 articles published to date in leading magazines as well as the author of a number of books. He is also a fully qualified Life Coach, Hypnotherapist, ‘Reiki Energy Healer’ and Entrepreneur. 

 

From 2014-2018 Joe worked closely with eminent philosopher, scientist and writer Ervin Laszlo and was the Managing Director of the ‘Laszlo Institute of New Paradigm Research’ (L-INPR) in Tuscany, Italy – a conference centre and think-tank which brings together world experts in the fields of holistic and alternative health, consciousness, spirituality, sustainability and world issues.  

Joe is the author of the best-selling life-coaching book ‘100 Tips for Total Life Fulfilment’ with more books to be published in 2019 including ‘EarthPulse’ which analyses and attempts to solve the world’s most critical problems including climate change, pollution, poverty, corporate corruption, deforestation and human rights. In 2016 Joe was invited to take on the role of ‘Global President’ of ‘Eternea’ the US based organisation founded by the 6th man-on-the-moon, Astronaut Edgar Mitchell. Eternea is an organisation focused on research into Consciousness, Immortality and World Issues.

 

Joe is also the newly appointed UK Director of the “World Sustainability Development Forum” (WSDF) which is focused on meeting the targets of the ‘Sustainable Development Goals’ (SDG’s) and the ‘Paris Agreement’ on climate change, and works closely with WSDF Global President, Dr. Rajendra Pachauri, former Chairman of the IPCC (Inter-governmental Panel on Climate Change).

Professor Michael Mainelli FCCA, FCSI (Hon), FBCS
Executive Chairman,
Z/Yen Group
 

A qualified accountant, securities professional, computer specialist, and management consultant, educated at Harvard University and Trinity College Dublin, Michael gained his PhD at the London School of Economics where he was also a Visiting Professor. 

 

He began his career as a research scientist, later becoming an accountancy-firm partner and a director of Ministry of Defence research. During a spell in merchant banking in 1994, he co-founded Z/Yen, the City of London’s leading commercial think-tank.  He has led Z/Yen from creating smart ledgers (aka blockchains) through the Financial £aboratory, Taskforce 2000, Long Finance, Global Financial Centres Index, Global Green Finance Index, and Global Intellectual Property Index. 

 

Michael is an Alderman of the City of London for Broad Street, a non-executive director of two listed firms and a regulator, Emeritus Professor at Gresham College, Fellow of Goodenough College, and Past Master of the Worshipful Company of World Traders. His third book, The Price of Fish: A New Approach to Wicked Economics and Better Decisions, won the 2012 Independent Publisher Book Awards Finance, Investment & Economics Gold Prize.

Johan Cras,
Managing Director
Kempen Capital Managment
 

Johan Cras is Head of Institutional Relations at Kempen Capital Management, a specialist asset manager with a sharp focus and clear investment philosophy, currently managing €59.9 billion of client assets (as per 30th June 2018). Kempen Capital Management offers comprehensive fiduciary investment solutions and a number of specific investment strategies.

 

Prior to joining Kempen as Managing Director for the London team in 2016, Johan was a member of the Executive Committee of Achmea Investment Management, where he was responsible for the fiduciary management business and before that, he held several executive positions at Russell Investments, serving most recently as Chief Executive EMEA in London.

 

Johan is a member of the Kempen Capital Management Executive Committee. 

 

Press release:

 

https://www.kempen.com/en/news-and-knowledge/persberichten-2019/johan-cras-appointed-transparency-task-force-ambassador

 

Terry Webster,
Professional Trustee
Lindis Consulting
 

Terry is a qualified Actuary with expertise in UK based defined benefit Pension Schemes, having held a Scheme Actuary certificate for over 15 years, winning the Actuarial Post’s “Pension Actuary of the Year” award in 2015. 

 

Since becoming self-employed in 2016, Terry has graduated with an MBA qualification from Exeter University’s  “One Planet” MBA programme. It was this particular course’s focus on sustainability, long-term thinking, collaboration and ethics, alongside more traditional MBA studies, that particularly appealed to Terry, reflecting his own core values.

 

He is currently working as Director of his own consultancy business, Lindis Consulting, through which he seeks to serve his clients, using his experience, expertise and network to fill resource and skills gaps that may exist within client organisations.  Work areas include Management Consultancy, Pension Consultancy, Strategic Planning and Independent Trusteeships.

 

Terry is passionate about transparency, good communication and effective education, especially where finance is concerned.  Terry believes that financial and consulting services should be clear, accessible and designed for the benefit of all stakeholders.  Terry takes this outlook into all his interactions, aiming to provide clarity and to collaborate openly with those who share his vision of a much more effective, transparent, sustainable and client-centred future.

Sital Cheema,
Sustainability Investment Consultant,
Jaanu Consulting
 

Sital has15 years of investment experience across a broad range of disciplines including ESG and Climate Change Specialist, Chair of Global Thought Leadership Forum, institutional DB and DC business development, building strong investment consultant / client relationships as well as researching fund managers and monitoring their ongoing performance via due diligence.

 

Sital is responsible for publications, research and thought leadership, trustee training and advising institutional clients on how to genuinely integrate ESG into their overall investment strategy and underlying portfolios.

 

She speaks at conferences, sits on discussion panels and drives regulation forward through government consultation and draft reviews of new legislation.

 

In March 2019, she was appointed Steering Group Member to provide technical expertise on the BSI's Sustainability Investment Management Standards Project to develop PAS 7341.

 

Sital is an advocate of enhanced transparency of both physical and transition risks associated with climate change. Her ambition is to encourage a collaborative standardised approach leveraging the existing TCFD framework, Cambridge Impact Framework, ClimateWise Physical and Transition Risk Frameworks and SASB's model from the stock level upwards.

 

Transparency Task Force Ambassador (February 2019)

 

Member of the Sustainable Finance Network.

Peter Uhlenbruch,
AODP Investor Engagement Officer.
ShareAction
 

Peter Uhlenbruch currently leads investor engagement within ShareAction for the Asset Owners Disclosure Project (AODP), which publicly assesses and ranks how the world’s largest institutional investors are strategically responding to climate change. 

He is also the lead author of the ‘Winning Climate Strategies’ research report, which comprehensively reviews the leading climate strategies of 22 global asset owners including common features, barriers faced and practical advice for other asset owners.

 

He has a background in teaching business ethics at a range of Australian universities (including Monash University and RMIT) as well as industry experience in corporate governance research (at Ownership Matters), ESG ratings research (MSCI) and climate governance research (CDP). 

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