If you are interested in participating as a Speaker in 2022 and would like some more information, please contact Sarah Coolican at sarahcoolican@clearpathanalysis.com.

 

Vikramaaditya

Vikramaaditya

Former Chief Transformation and Administration Officer, HSBC Asset Management

Vikramaaditya is the former Chief Transformation & Administration Officer for HSBC’s global asset management business where he had responsibility for leading the global portfolio of business and regulatory change initiatives including global digital and infrastructure transformation. He also led the Global Operations and Administration functions focusing on service delivery, first line risk activities and the optimisation of operating models for the global business. HSBC Asset Management is a full service asset manager with assets under management of over USD 600Bn and operations in 26 countries and territories across the world. Vikram has over two decades of experience in the financial services sector across asset management and asset servicing businesses in UK and India. He has significant leadership and cross-functional experiences in Transformation, Strategy, Operations and Product with a successful track record of delivering growth, transformation and solutions to capture strategic opportunities. Vikram was earlier responsible for global business strategy for HSBC’s asset management business and CEO for HSBC’s asset management business in India. Vikram has also led HSBC’s Securities Services business in India. Vikram was also the non-executive Chairman of HSBC ETFs plc which oversees HSBC’s global ETF fund range domiciled in Ireland. Vikram is energised by the opportunities and the exciting transformation underway in the asset management industry and the related eco system, including the transformative role of technology. He is also an advocate and supporter of diversity in the workplace. Vikram is currently advising firms on strategy, transformation, operating models and proposition development.

Thomas McHugh

Thomas McHugh

Co-Founder and CEO, FINBOURNE Technology

Tom is co-founder and CEO of FINBOURNE Technology. Prior to founding FINBOURNE Technology in December 2016, Tom spent his career building world-class technology for global financial institutions including UBS where he most recently led quantitative development.

Thomas Chevalier

Thomas Chevalier

European Director of Temenos Multifunds, Temenos

Entrepreneurial in spirit and accustomed to rapid growth environments, Thomas supports Temenos Multifonds clients with their changing technology needs, as they seek to transform their operations. His experience brings together over 10 years’ in senior roles as a European markets specialist, across capital markets, wealth and asset management, and insurance.  

Tessa Mann

Tessa Mann

Global Equity Portfolio Strategist, Willis Towers Watson

Tessa Mann, CFA is a Senior Global Equity and Multi Asset Strategist at Willis Towers Watson. Tessa has extensive experience in providing asset allocation and dynamic trading ideas for Willis Towers Watson’s fiduciary business. Tessa began her career in Risk Management and now leads on equity strategy decisions within WTW. Tessa is based in London and returned from Hong Kong two years ago where she was providing strategy advice to Asian sovereign wealth funds.

Stephen Millar

Stephen Millar

VP, Head of EMEA, Baron Capital Management

Stephen joined Baron in 2019 as Head of EMEA sales. From 2015 to 2019, he worked at Epoch Investment Partners as head of EMEA. From 2010 to 2015, he worked at Skagen Funds where he was responsible for U.K. business development. From 2006 to 2010, he was employed by T. Rowe Price and was responsible for U.K. and Irish business development and EMEA consultant relations. Previously, he worked at Insight Investment as a Director on the institutional business development team. He began his career in the investment industry in 1996 at Schroders.

Simba Mamboininga

Simba Mamboininga

Co-Founder & Managing partner, Devlin Mambo LLP

Simba is a Managing Partner at Devlin Mambo LLP, an Edinburgh based boutique consultancy, providing advisory and implementation expertise within asset management. Simba leads the firm’s ESG research with a focus on determining how to successfully integrate ESG into the investment process. Along with the team at Devlin Mambo, he also co-chairs the Scottish Sustainable Finance Group, a forum centred on identifying practical solutions to industry challenges. He has experience in assisting firms with embedding ESG effectively, along with the supporting policies and governance structures.

Sathish Umapathy

Sathish Umapathy

Portfolio Manager, The Pension Insurance Corporation

Sathish Umapathy is Portfolio Manager at Pension Insurance Corporation (PIC). Sathish manages PIC’s in-force book from an Asset Liability management point of view and he is a member of the Investment Team. Prior to joining PIC, Sathish spent a year at Invesco and 9 years at Goldman Sachs as an Investment strategist.  He holds a Masters in Finance from London Business School, a Masters in Computer Science from Oxford University and a Bachelors in Engineering from PSG Tech in India.

Professor Jun Du

Professor Jun Du

Professor of Economics, Finance and Entrepreneurship, Aston University Business School

Jun Du is Professor of Economics at the Economics, Finance and Entrepreneurship Department at Aston Business School. She is the Director of the Lloyds Banking Group Centre for Business Prosperity leading research on international trade and productivity. Jun has extensive expertise in research on productivity and herresearch was supported by the Economic and Social Research Council (ESRC), Leverhulme Foundation, NESTA, local governments, and private sectors. Jun is member of Innovation Caucus and Chair of Regional Studies Association in West Midlands, and an expert in Department for Business, Energy & Industrial Strategy (BEIS) External Peer Review Group

Pooja Fricke

Pooja Fricke

Responsible Investment Director, Man Group

Pooja is a part of Man Group’s Responsible Investment team, working with portfolio managers on ESG integration in the investment process, product development and implementation of RI strategic initiatives across the firm. Prior to this, she worked in capital markets advisory and strategic communications in London and briefly in Singapore. She began her career as an investment analyst with a hedge fund in London, where she covered global equity markets. Pooja holds a MSc in Finance from Cranfield University, UK, and a Bachelor’s degree from the University of Western Ontario, Canada

Phil Davies

Phil Davies

Chief Technology Officer, Milestone Group

Phil Davies, Executive Director and CTO of Milestone Group, has over 20 years’ experience in senior technology management roles.  He is the architect and innovative force behind the development of Milestone Groups business process solutions, recognised globally as market leading solutions in funds processing and handling of complex financial transactions.

Paul Roberts

Paul Roberts

Managing Director, EMEA, Milestone Group

Paul has 20 years of experience in senior roles in investment markets and investment technology globally.  Prior to joining Milestone Group in 2009, Paul held various executive management roles including Managing Director, UK and Ireland for MultiFonds, and Chief Operating Officer for Linedata's European Asset Management business.

Patrick Engelhard

Patrick Engelhard

Vice President, Data & Reporting Services, Simcorp

Patrick joined SimCorp in 2019 as the Global Head of Datacare, responsible for building, shaping, and delivering SimCorp’s Datacare service. Patrick has over 10 years of experience in the finance industry, previously heading up Data Management and Standards at Zurich Insurance. 

Nicolas Steiner

Nicolas Steiner

Director of Innovation EMEA, Invesco

Nicolas join Invesco as Director of Strategy and Innovation in 2018 with a focus on Blockchain Research and Innovation ecosystems across EMEA and APAC. He is part of the member at the origin of the Digital Asset and Tokenisation stream at Invesco.  He is an entrepreneur with 20 years’ experience in software and architecture supporting emerging tech. He has deep expertise in strategic partnerships within the digital innovation arena and a track record of developing products within corporations, and with lean start-ups where innovation and strategic focus is key.  Nicolas is a founding member of Level39, a community of 1250 leaders in Cybersecurity and FinTech, as well as Fintech Circle, a global platform of fintech entrepreneurs, investors and finance professionals, He is lecturing at the Moller Institute of Cambridge, on behalf of the Institute 4 entrepreneurship, sharing his view as board member, advisor & investor of companies in the Blockchain, Token Economics, Embedded Finance, Open Banking, Data Analytic, FinTech & Real Estate.

Nick Miller

Nick Miller

Head of Asset Management, Wholesale Supervision, The Financial Conduct Authority

Nick Miller is head of the Asset Management Department within the Investment, Wholesale & Specialist Supervision Division at the Financial Conduct Authority. In this role, Nick is responsible for the FCA’s oversight of over 3,000 firms across the asset management and custody bank sectors. Previously, Nick was head of the EU & Global Department, responsible for managing the FCA's strategic relationships with counterpart regulators and other stakeholders throughout Europe and globally. He was also responsible for the FCA’s strategy in relation to the UK’s withdrawal from the EU.  Prior to joining the regulator, Nick was Executive Director and Head of Public Policy, EMEA at Morgan Stanley, where he spent four and a half years. He previously worked in a government relations role at Thomson Reuters and as a trade policy expert at the Confederation of British Industry (CBI). He holds an MSc in Finance from the London Business School and an MA in European Politics from the College of Europe in Belgium. He holds a BA in Modern European Studies from University College London (UCL). 

Neil Vernon

Neil Vernon

CTO, Gresham Technologies Plc

Principal architect of Gresham’s Clareti Connect and Control solutions, Neil oversees all aspects of Gresham’s Technology  and Product strategy, as well as leading Gresham’s Innovation labs across the globe.  He is also a member of Gresham’s customer advisory panel.  Prior to joining Gresham, Neil held senior product management roles at SmartStream, ABN Amro and JP Morgan where he was responsible for bringing cutting edge enterprise solutions to market.

Neil Shearing

Neil Shearing

Group Chief Economist at Capital Economics, Associate Fellow of the Global Economy and Finance Programme , Chatham House

Mike Tumilty

Mike Tumilty

Global Chief Operating Officer, abrdn

Mike joined abrdn as a graduate trainee in 1994 and is responsible for all aspects of Operations & Technology across the whole of abrdn on a global basis. He was appointed to the SLI Board as Executive Director of Operations in August 2010, a role which expanded with the merger of SLI and abrdn in 2017. Mike took up his current appointment as Global Chief Operating Officer for abrdn on 13 March 2019. Mike is a retired football referee, having taken charge of 60 Scottish Premier League games during his 10 years operating at the top level of Scottish Football.

Michelle Sartorio

Michelle Sartorio

Global Head of Marketing and Communications, Savills Investment Management

Michelle is the global head of external relations for Savills Investment Management, including PR, marketing and investor communications and plays a strategic role in the firm’s ESG initiative. Michelle sits on the firm’s Diversity & Inclusion Committee.   She joined Savills IM from KPMG, where she was a Business Partner in its Markets & Growth team. During her tenure at KPMG, Michelle held a number of go-to-market roles and provided counsel to its asset management, deal advisory and ESG practices.   Prior to KPMG, Michelle has held roles at Brookfield Asset Management as part of their global investor relations, communications and marketing team, HSBC Global Asset Management within their global strategy team, as well as LGIM, as Head of Intermediary Marketing.   Michelle is a recognised industry expert in ESG and impact investing, client strategy, investor relations and marketing communications, having contributed to a number of thought leadership initiatives focused on the rise of alternatives to mainstream investments, ESG and Impact investing adoption and measurement. She is also a collaborator on industry Diversity and Inclusion initiatives.   She holds an MBA (Warwick Business School and SDA Bocconi School of Management) and a BA (Hons) in Mass Communications.

Michael Galvin

Michael Galvin

Senior Manager - Product Management , Linedata

Michael Galvin is Global Product Manager for Linedata’s fund accounting platforms. With 25 years in the industry, he has led the development of core applications, surround technology, and process management solutions for fund administration and investment management firms. Michael began his career as a fund accountant at JPMorgan Chase.

Mehdi Ouidani

Mehdi Ouidani

Buyside OMS Specialist, Bloomberg LP

Mehdi manages existing Buy-side OMS customers and helps them to better understand their challenges and assist them in finding solutions to improve their workflows. He has been working with Buy-side customers since 2014 and has strong knowledge of investment workflows and complex solutions integration across Equity, Fixed income, FX, Listed derivatives, OTC derivatives and Structured products. Mehdi holds a Master degree on Finance and Computer Sciences from Paris Dauphine University as well as an engineering degree from École Nationale Supérieure d’Électronique, Informatique, Télécommunications, Mathématique et Mécanique de Bordeaux.

Matthew Baldwin

Matthew Baldwin

Global Head of Sales, Financial Risk Solutions

Matthew’s career in funds and investment administration technology spans more than 30 years, beginning in his native New Zealand in support and implementation roles.  He moved to Australia and then onto Singapore, Hong Kong and the UK while shifting his focus onto sales and business development roles.  Now based in the UK Matt is the global head of sales at FRS.

Mary-Patricia Hall

Mary-Patricia Hall

Head of the Data Management Office, Ruffer Investment LLP

Mary-Patricia Hall,CFA joined Ruffer LLP as their Data & Reporting Manager in July 2021.  Prior to her role at Ruffer LLP, she was at Insight Investment for 10 years in various roles such as Head of Performance, Head of Client & Regulatory Reporting, and Head of the Data Management Office.  Before joining Insight Investment, she was Head of Performance at Hermes and Performance Manager at Old Mutual Asset Management.  Mary is a CFA charterholder since 2008. She graduated cum laude from Georgetown University with a BSFS in International Politics in 1997.

Martha Fee

Martha Fee

Chief Operating Officer EMEA & APAC, Northern Trust Asset Management

Martha Fee SVP, Chief Operating Officer for EMEA and APAC at Northern Trust Asset Management . Based in London, Ms. Fee is responsible for managing international operations and infrastructure teams for Northern Trust Asset Management across EMEA and APAC. Ms Martha Fee is also Director of Northern Trust Global Investments Limited, Northern Trust Fund Managers Ireland Limited and is a member of the leadership team for Northern Trust Asset Management’s business outside of North America. Martha is an Irish national with 20 years’ experience in the financial service industry. Ms. Fee holds a Bachelor of Arts in French and Sociology from Trinity College Dublin, Ireland.  Ms Fee has also been awarded the professional designation as a Certified Investment Fund Director from the Institute of Banking, a recognised College of University College Dublin.

Mark Weller

Mark Weller

Managing Director of Asset Management Solutions, Broadridge

Mark Weller is responsible for sales and business development for EMEA buy-side firms. Mark joined Broadridge as Paladyne Systems was acquired in 2011. Prior to this, Mark spent 7 years at Pertrac Financial Solutions, the performance and risk analytics provider, where he held numerous roles including Managing Director and head of both the EMEA and Asia Pacific businesses. He has now been working with asset managers and hedge funds for over 20 years, helping them reduce risk and streamline their operations. Mark also has nearly a decade of experience in roles in Operations, Derivatives and Sales & Trading divisions on the sell side.  

Mark Gillan

Mark Gillan

Head of Operations , AJBell

Mark is responsible for the product management and day-to-day operation of the AJ Bell Investment team’s range of multi-asset funds, model portfolios and ancillary investment services. He has over 10 years’ experience in global custody, platforms and investment operations in both the retail and institutional spaces.

Mario De Bergolis

Mario De Bergolis

Chief Operating Officer, Asset Management One International

Mario De Bergolis is the Chief Operating Officer and Compliance Officer at Asset Management One International Ltd. where he is responsible for the firm’s Operations, Middle Office, Compliance and Systems Support departments. Prior to this appointment Mario held the position of Global Head of Strategy and Business Management, Client & Multi-Manager Solutions, at Aberdeen Standard Investments. He was responsible for the implementation of business strategy and provided oversight of the area’s technology and change, governance and operational risk framework. Mario has also previously held several leadership positions within Operational Due Diligence and Operations at LGT Vestra and SS&C GlobeOp.

Marc Russell-Jones

Marc Russell-Jones

Managing Director, Sales, Broadridge

Laurence Everitt

Laurence Everitt

Executive Vice President Head of Global Fund Services, UK, Northern Trust

Laurence Everitt is the Head of Global Fund Services in the UK, which provides global custody, depositary, fund administration and investment operations outsourcing services to asset management clients of the bank. He is also a member of the EMEA Executive Management Committee (“EMC”), the holder of the SMF21 designation for the NTGS SE UK Branch and CF4 (Partner) designation for NT Securities LLP and is a Non-Executive Director of NT Fund Administration Services (Ireland) Limited. Laurence joined Northern Trust in April 2011, and has led the growth and development of the Global Fund Services business, both in the U.K. and on a regional and global basis. Prior to joining Northern Trust, he spent over 15 years in Senior Management and Board Positions in two FTSE organisations. Laurence has held regulated positions in the UK, Ireland, Jersey & Guernsey, and sits on several financial services industry committees.

Katharine Morris

Katharine Morris

Senior Vice President, head of business development – Global Fund Services, UK, Northern Trust

Katharine is head of business development for Northern Trust’s Global Fund Services business in the United Kingdom. Based in London, she is responsible for offering Northern Trust’s asset servicing solutions to investment managers domiciled in the UK. These range from fund administration to investment operations outsourcing services and help facilitate improved operational efficiency, speed-to-market and business focus for clients while supporting governance, risk management and distribution requirements for their traditional and alternative funds. Katharine joined Northern Trust in February 2017 from HSBC Securities Servicing where she was Head of UK Sales. Prior to that, she spent over a decade at State Street holding various roles, including global relationship manager, as well as product and operational management roles, specialising in investment operations. She initiated her career on the graduate programme at Hill Samuel Asset Management before moving to Scottish Widows Investment Partnership, working in operations. Katharine has over 20 years of financial services experience and holds a Masters and Bachelor of Arts degree from Oxford University.  

Kate Webber

Kate Webber

Lead Product Manager, Global Fund Services, Northern Trust

Kate is responsible for developing Northern Trust’s global capabilities supporting asset manager and fund company clients. Her remit includes ensuring global alignment of fund administration, fund accounting, transfer agency and fund distribution services. Kate has more than 25 years of experience in asset servicing and has previously held senior product development and strategy positions with Calastone and BNY Mellon. She is also the founder of Women in Asset Servicing, a network working to enable greater female representation in senior asset servicing positions across the financial services industry.  

James Sproule

James Sproule

Chief Economist, Handelsbanken UK

James Sproule was appointed as Chief Economist of Handelsbanken UK in May 2020. For much of 2019 he was a Senior Business Adviser to Prime Minister Boris Johnson prior to which he worked with the think tanks UnHerd and the Legatum Institute; between 2014-2017 he was the Chief Economist and Director of Policy at the Institute of Directors. Before the IoD he was head of UK Research with Accenture.  He started his financial career as a merchant bank economist working with Bankers Trust, Deutsche Bank and Dresdner Kleinwort, and eventually helped to found the boutique bank Augusta and Company.  James started his working life as a signals officer in the Royal Navy, where he remains an honorary Captain.  James Sproule has sat on the European advisory board for the strategic consultancy L.E.K.; he stood for Parliament at the 2005 general election; and was for seven years a visiting fellow in the Department of Management Economics at the London School of Economics.    

James Alexander

James Alexander

Director of Investment Management and Wealth, Deloitte

James is a Director in Deloitte’s Investment and Wealth Management consulting practice. He has 15 years’ experience in investment and wealth management across industry and consulting. James focuses on helping clients effectively execute on their strategic vision. This has ranged from supporting M&A and due diligence, developing new business units and entering into new markets, through to designing and delivering operating models and driving creation of digitally empowered distribution teams.

Jaki Walsh

Jaki Walsh

Offer Line Manager, Accounting & Operations, SimCorp

Graeme Devlin

Graeme Devlin

Co-founder, Devlin Mambo

Graeme is a co-founder of Devlin Mambo and leads our Product & Distribution and Compliance & Governance practices. Graeme excels in the areas of Strategy, Product, and Distribution within an asset management context. He has a strong focus on Compliance and Governance and his moral compass always ensures the end consumer is properly considered. Graeme thrives on the challenge of delivering practical solutions to complex industry problems and encourages active exchanges with industry peers. To this effect, he hosts several forums to bring firms together to collectively debate and consider new initiatives and industry issues

Glenn Murphy

Glenn Murphy

Chief Operating Officer , Multrees Investor Services

Glenn is the Chief Operating Officer at Multrees Investor Services. His role includes delivering strategic operating and technology platforms to enable the business to offer robust solutions and platform services for the benefit of our clients. Glenn is the strategic interface between Operations, Technology and our clients helping to shape, design and deliver the company's operating model.Glenn joined the Multrees in 2021 and has over 25 years’ commercial experience, having previously been Chief Operating Officer at Stonehage Fleming, and working in lead functions for Schroders, Cazenove Capital, London & Capital and Rathbones. Glenn was also previously a non-executive director for a fund management company.  He is Investment Management certified (IMC) and qualified in Investment Operations (IOC). Glenn holds a Bachelor of Science degree, having studied Applied Physics and Computer Science. He takes a keen interest in FinTech and private capital markets and is an active member of Chartered Institute for Securities & Investments.  

Emma-Jayne Wood

Emma-Jayne Wood

Data Management Sales Specialist, Simcorp

Emma recently joined SimCorp to develop the innovative Datacare (Data Management as a Service) offer in EMEA. She has over 20 years’ experience developing business for renowned software and market data providers, specialising in data management, analytics, and client communications value chains.

Emma Cullen

Emma Cullen

Chief Operating Officer, Fiera Real Estate

Emma joined Fiera Real Estate, UK in 2007 and was appointed General Counsel before broadening her role to run the operational side of the business. Emma’s remit includes oversight of regulation, risk and legal alongside the firm’s digital transformation and integration of ESG across investment and business process.  Prior to Fiera Real Estate, Emma qualified as a lawyer specialising in real estate investment management at the City firm, Frere Cholmeley Bischoff before moving to the niche real estate practice, Forsters LLP.   At an industry level, Emma was a member of the Association of Real Estate Funds (AREF) Corporate Governance Committee for several years before taking the role of Chair in September 2020 and joining the AREF Management Committee.

Elizabeth Gillam

Elizabeth Gillam

Head of EU Government Relations and Public Policy, Invesco

Elizabeth Gillam is Head of EU Government Relations and Public Policy at Invesco where she advises the business and clients on public policy and political developments in Europe. As part of her role, Elizabeth focuses on sustainability and climate finance issues, working alongside Invesco’s ESG and investment teams. She joined Invesco in October 2018. Based in Brussels since 2011, Elizabeth joined Invesco from Allianz Global Investors, where she spent nearly 4 years as Senior Policy and Regulatory Liaison. Between 2011-2015, Elizabeth was Deputy Head of the City of London’s European Affairs team. Elizabeth began her career as a Policy Advisor at HM Treasury working on European and international tax policy. Elizabeth is a member of the Green Technical Advisory Group which advises the UK government on the development of a green Taxonomy in the UK. Elizabeth is the chair of the International Regulatory Strategy Group’s Taxonomy working group and also a member of the IIGCC’s Policy Steering Committee. Elizabeth holds a Master of Modern Languages from the University of Manchester.

Elena Parigi

Elena Parigi

Director of Operations Workflows, EMEA, Symphony

Elena Parigi Adragna is part of Symphony's Solutions team and leads the Transaction Lifecycle Management part of the firm's Operations strategy. Prior to joining Symphony, Elena spent 17 years in Investment Banking Operations working for Deutsche Bank and Morgan Stanley in London. During her time in banking, Elena held multiple roles within the cross asset client service and relationship management space. Elena is passionate about the financial market's need to streamline and automate the trade post execution workflows as the means to bring efficiency, manage risk efficiently and reduce cost. Elena partners closely with market's participants to achieve these goals.

Ece Hanci

Ece Hanci

Senior Account Manager, Symphony

Based in London, Ece Hanci is responsible for managing some of the firm's largest global accounts which are also investors of the company. Prior to joining Symphony, Ece spent 12 years of her career in Financial Services working for State Street, Brown Brothers Harriman and HSBC respectively. Ece has held sales and client relationship management roles across both Capital Markets and Securities Services divisions interacting with top investment management firms, central banks and official institutions around the globe. Thanks to her unique background in Securities Services, Ece has also taken on the responsibility of running Symphony's Securities Services strategy and contributes greatly to the market solution development in this sector.

Ebbe Filt

Ebbe Filt

Subject Matter Expert , FundApps

Ebbe Filt advises the world's largest asset managers and most reputable hedge funds on regulatory interpretation and compliance processes. Ebbe has worked across different areas, from Content to Client Services and now supports the Business Development team using his in-depth knowledge of the FundApps platform, regulatory compliance and challenges faced by compliance professionals.

Davina Goodall-Smith

Davina Goodall-Smith

Chief Operating Officer EMEA, Nikko Asset Management Group

Davina Goodall-Smith joined Nikko Asset Management in May this year as Chief Operating Officer for their European business. As COO, Davina is responsible for over-seeing Nikko AM Europe’s day-to-day operational activities and ensuring that the firm has the global connectivity and processes required to achieve best practices. Davina has nearly 20 years of experience in global operations and change management across the UK, Europe, and Asia, and joined Nikko AM from BNP Paribas Securities Services where her most recent role was as Head of Relationship Management.

David Crawford

David Crawford

Co-Head of Institutional and Wholesale Distribution UK, Nordea

David Crawford is the co-Head of Nordea Asset Management UK. Based in London, David is responsible for both Institutional and Wholesale distribution. Joining Nordea in 2015, David has 20years in financial services and specialises in Responsible Investments, Multi-Asset and Active Equity strategies. David holds a Masters in Finance from Bayes Business School, formerly known as Cass Business School. David is also a CFA and CAIA Charter holder.

Cliff Weight

Cliff Weight

Director, ShareSoc, The UK Shareholders Society

Cliff is an investor in shares, funds and investment trusts, since 1984. He is a director of ShareSoc, who lobby and campaign for better regulation of funds and markets, so as to improve the investment experience for retail investors. He leads ShareSoc’s Woodford Campaign for redress, retribution and better regulation. Previously a remuneration consultant, with 30+ years’ experience advising many FTSE 350, Small Cap, AIM and private companies. He is the author of the Directors’ Remuneration Handbook.

Cléo Fitzsimons

Cléo Fitzsimons

Head of Responsible Investing, The Pension Insurance Corporation

Cléo Fitzsimons is Head of Responsible Investing at Pension Insurance Corporation (PIC). Cléo leads PIC’s Environmental, Social & Governance (ESG) efforts and is a member of the Investment Team. She is responsible for integrating ESG into the investment process, assessing ESG opportunities, embedding ESG into the overall investment strategy and ensuring PIC is an active member of the sustainable financial industry. Prior to joining PIC Cléo spent 10 years in the Asset & Wealth Management industry at Schroders. She holds a dual Masters degree from the London School of Economics and ESADE business school in Barcelona and a First Class Honours business undergraduate degree from Concordia University in Montreal. Cléo is a Chartered Fellow of the Chartered Institute for Securities & Investments (CISI) and holds the Investment Management Certificated awarded by the CFA institute.

Christina Schack

Christina Schack

Head of Investment Data, Performance Measurement & Reporting, Bank Vontobel AG

Christina Schack is in charge for Data Management & Governance at Bank Vontobel AG. Beside of operational services she also leads related data architecture projects. Christina brings more than 18 years of experience in the financial services industry. Before she joined Vontobel she worked for GAM Investment Management where she was responsible for the Funds Reporting & Financial Data team and the related projects. Christina acquired a deep knowledge in data management, process optimization, business analysis and project management at Nielsen & Partners in Hamburg, an IT consulting services firm.

Chris Taylor

Chris Taylor

Chief Operating Officer, CG Asset Management

Prior to joining CGAM in 2015 Chris was an Operations Officer at State Street Bank. He has held operational roles servicing Investment Trust and Institutional Pension Fund clients.

Chris Searle

Chris Searle

Head of Business Applications, FINBOURNE Technology

Chris is head of business applications at FINBOURNE Technology. Prior to joining FINBOURNE Chris has spent his career in the investment banking world across UBS and most recently Morgan Stanley.

Bruce Simpson

Bruce Simpson

Head of Distribution, Sanlam Investments UK

Bruce is currently the head of business development for UK Institutional and all group affiliates across the globe for Sanlam Investments UK. He is also responsible for overseeing and driving the businesses ESG integration process. Bruce has been in financial services, primarily based in South Africa, for over 25 years and a lot of this time within the Sanlam group. He has held many positions from head of their trading desk, portfolio manager including running two fixed income absolute return funds and head of their alternative asset management business prior to relocating to the UK.

Bharat Pathiavadi

Bharat Pathiavadi

Chief Operating Officer, The Centre for Strategic Cyberspace & International Studies

Bharat is currently the Chief Operating Officer and board at CSCIS. He has been with CSCIS since August 2012 in various capacities including being on the Global Advisory Board, as a Senior Advisor Eurasia and as VP Business Development. He has expertise and leadership experience across strategy, a broad range of products/ technologies/ processes, Risk, Privacy, Financial crime, Social responsibility, Cybersecurity, Sustainability and Food Security. He has over 28 years’ experience starting up, building and managing retail and corporate businesses from scratch (global products, operations & technology) across a variety of sectors including Banking, Fintech, Marketplaces, Food (agriculture, aquaculture, deep-sea fishing), Transport, Construction, Information Technology, Consulting and the not-for-profit space. Bharat brings a wealth of experience working with senior board-level stakeholders and as a member of the Board of Directors at CSCIS focuses on Overall Strategy, Partnerships, People, Governance, Finance, Innovation, Shaping Product/Service and Client engagement groups, Business Development, Streamlining Day-to-day operations, Sustainability and helping elevate them to world-class standards.

Ben Smith

Ben Smith

EMEA Head of Tier 1 Buyside Group, Bloomberg LP

Ben oversees the relationship management and business strategy across the 50 largest Asset Managers in the EMEA Region. A Bloomberg employee of more than 15 years, Ben initially specialised in Fixed Income product and went on to manage sales teams across industry verticals and regions

Balwinder Nanray

Balwinder Nanray

Policy and Implementation Senior Manager, Chief Operating Office, HSBC

Balwinder Nanray is a Senior Business Risk and Control Manager @ HSBC with over three decades of experience in Operational Risk at a Global level. She holds a diploma in Anti Money Laundering and Compliance from the University of Manchester. She has recently qualified for her QCF (qualification and Credit Framework) Mental Health Awareness Certification. Balwinder has managed multiple Private Banking teams, serving Ultra High Net Worth customer teams in multiple locations during her banking career. She has a specialised focus on Payments, Offshoring Cost Effectiveness and the Risk and Control Framework at a global level. During her banking career, Balwinder developed and implemented training models for the risk teams to be accredited worldwide. She worked closely with external/internal designers, to create question banks and certificates for senior stakeholders and governed the internal management policy guides to help employees manage their work effectively. With this achievement, she was recognised as a role model for three consecutive years in the Commercial Banking, COO headquarters.  Balwinder’s other work interests have included Lean Six Sigma qualification and she has completed the accreditation for interviewing/assessments for emerging talent.   

Arne Martin Moen

Arne Martin Moen

Global Chief Operating Officer, Storebrand Asset Management

Arne Martin Moen – Chief Operating Officer - Head of Investment Operations & Technology. Arne Martin joined Storebrand Asset Management in 2015 and is heading the Operational and Technology areas. Arne Martin has held various management roles in Operations and IT. Prior to joining Storebrand Asset Management Arne Martin worked in Operations in Norges Bank Investment Management (NBIM) in Oslo and MSCI in London building financial risk management solutions. Arne Martin holds a MBA in Information Systems from London Metropolitan University and B.Sc Computer Engineering from the Norwegian School of Information Technology.

Archit Soni

Archit Soni

Associate Portfolio Manager, Dimensional Fund Advisors

Archit Soni is an Associate Portfolio Manager on Dimensional’s Fixed Income Portfolio Management team. In this role, Archit helps to build, manage and improve portfolios by focusing on client needs. In his prior role at Dimensional, he traded fixed income securities and worked with Portfolio Management to deliver value-added execution to portfolios. Prior to joining Dimensional’s London office in 2015, Archit worked as a research analyst across multi-asset strategies for IOOF Investment Management, where he helped co-manage and formulate investment strategies. He started his career in Sydney, working for Macquarie Funds Group, primarily within the fund-linked derivatives business overseeing fund execution. Archit is an MBA candidate at the Chicago Booth School of Business and holds two degrees, a bachelor of economics and a bachelor of applied finance, from Macquarie University.

Archie Beeching

Archie Beeching

Director of Responsible Investing, Muzinich & Co

Archie joined Muzinich in March 2019. He oversees the firm’s responsible investing policy, strategy and implementation. Archie joined after leading the UN-supported Principles for Responsible Investment (PRI) fixed income and private markets programmes for seven years. Previously, Archie worked as a corporate sustainability consultant with Net Balance (now EY Climate Change & Sustainability Services) and as an ESG research and engagement specialist with Regnan. Archie holds a Master of Environmental Management from the University of New South Wales and an MA (Hons) in Hispanic studies from the University of Edinburgh. He also holds the Investment Management Certificate (IMC) and the Certificate in ESG Investing from the CFA Society.

Alex Houseman

Alex Houseman

Head of Architecture, Investments, Finance and Corporate Functions, M&G

Alex has worked in the Asset Management industry for over 25 years in a variety of roles with DST, JPMorgan Asset Management and for the last 15 years, M&G Investments.  Within technology he has worked in delivery, engineering, architecture – from infrastructure to Enterprise - and lead a Business Solutions team within M&G’s Business Change organisation.  He has been focussed on delivering optimised solutions for Front, Middle and Back office, implementing large scale Enterprise platform solutions to Innovative point solutions and everything in between.  He has also represented M&G on a number of consortiums looking at the use of Distributed Ledger technology to improve client outcomes within the asset management industry.

Alan Copping

Alan Copping

Market Specialist Lead, SimCorp

Alan joined SimCorp 10 years ago and has a deep product knowledge of SimCorp Dimension along with a thorough understanding of the international buy-side market. He brings a wealth of experience from the financial services industry and currently manages SimCorp’s global Inside Sales team. 

 Teuta Oruci

Teuta Oruci

Chief Operating Officer, Muse Finance

Teuta Bakalli (FCCA), a finance industry leader with over 20 years of experience the City of London  in regulated financial markets including fintech, cleantech, asset management, insurance and investment banking. Teuta was chief financial officer at the payment processing giant WorldPay, eCommerce and Pepper Europe, a role in which she was responsible for leading financial control, IT, HR, legal, project management and risk & compliance across all European operations. Her able stewardship of the company allowed the closure of merger and acquisition deals in Ireland, Spain and the UK. Her work history includes roles at such luminaries as Schroders, Credit Suisse First Boston, and Barclays Capital, before she was headhunted to join Willis as FD and acting COO. She was also FD of Vanguard Europe, part of the $5.6 trillion investment group. Most recently Teuta has taken up residence in the digital economy hotspot of Malta where she founded Cleantech360, a company which offers business strategy and thinktank for the cleantech industry. As part of her involvement in this sector Teuta has worked with numerous renewables and sustainability projects including those which leverage blockchain technology.

 Frances Haque

Frances Haque

Chief Economist, Santander

Frances Haque is the Chief Economist for Santander UK responsible for the economic analysis and macroeconomic forecasts used by the retail bank.  Her team are responsible for developing: the analysis of economic risk scenarios to support the Prudential Regulatory Authority stress test and IFRS 9 processes; analysis for planning and strategic purposes; supporting the external customer work of the bank including speaking at a variety of events; and writing for external publications. Prior to joining she worked for a variety of different institutions as a senior economist including, EY, BT, BBC, Ofcom and OFT. She also specialises in Competition and Regulatory economics and has appeared on BBC News, Sky News and Radio programmes including the Today and Wake up to Money programmes, providing commentary on published economic data and analysis.  

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