Fixing Financial Services with Greater Purposefulness

Online symposium using interactive Zoom. 

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

Sponsorship opportunities available – please get in touch

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

We feel this is an important symposium and topic because:

  • It is of great importance to understand what the purpose of finance is; unless we understand that, how can we know whether it is delivering on its promise?
  • We’ll be considering what the impact has been of the Friedmanite idea of “maximising profit in the short term” on the financial services sector as a whole; and in turn what that has meant to society
  • Purpose can shape your entire outlook on the financial services industry – it’s many shortcomings but also its potential for good as well
  • The way that money is utilised can have an enormous impact on the behaviour of individuals, organisations, markets, societies and countries
  • We’ll be discussing the idea of the world’s capital markets becoming a ‘force for good’

These are all important issues that need to be addressed. 

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

There will be a range of stakeholders involved, including some of our Ambassadors and members of our Chapters

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

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

Please be sure to get involved and be part of the change.

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

Who should participate?

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

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

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

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

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

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

Format

We’re in trying times because of Covid-19.

So, it’s time for agility and adaptability, resilience and innovation.

As a consequence, this symposium is being run as an online event.

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

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

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

There will be several presentations with Q&A sessions and even a breakout session where attendees will be able to discuss particular topics amongst themselves and then report back on their findings. 

There will also be an open discussion and debate session towards the end.

Here’s the programme and timings, so far*

18:00

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

Andy Agathangelou FTTF FRSA

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

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

18:10

Breakout & Report Back Session, on

 

“What are the greatest challenges in promoting greater purposefulness in financial services; and how can we overcome them?”

 

20 minutes in total – 15 minutes for discussion within the Breakout Group and 5 minutes for the Report Back session

Breakout Session Conference Meeting People Signs 3d Animation

18:30

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

Dr Hari Mann

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

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

18:45

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

Martin Rich

Co-Founder & Executive Director, Future-Fit Foundation; Advisor, Alliance for Corporate Transparency; Expert Panel Member, World Wide Generation; former Sales Director, Social Finance; former Director, HSBC; former Vice President, JP Morgan; former Director, UBS Investment Bank; former member of the Asset Allocation Investment Group, G7 Social Investment Task Force

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

19:00

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

Darby Hobbs

Author, the NEW Way; Getting to the Heart of the Matter – Connecting the Heart, to the Mind, to the Wallet; Advisory Council member. BonBillo; Founder & CEO, SOCIAL 3, Adjunct Professor, Entrepreneurship, Social Entrepreneurship and Impact Investing, Boston University and Boston University Institute for Sustainable Energy; Founder & Chairperson, Boston Chapter of Conscious Capitalism Inc, former Senior Vice President, Fidelity Investment Group; former Senior Vice President, Financial Research Corporation; former Vice President, First Data Corporation

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

19:15

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

Prabhu Guptara

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

https://www.linkedin.com/in/prabhu-guptara-b07182/

19:30

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

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

Director, Ethics Education and Professional Standards.

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

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

 

19:45

Open discussion & debate, 10 minutes

19:55

Final conclusions; and suggested next steps, by  

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

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

 

20:00

Final close

 

Please click below to book your place

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

For any queries please contact us.