Funds Congress 2020 Speakers

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Rt Hon John Bercow

Former Speaker of the House of Commons

John Bercow served as the 157th Speaker of the House of Commons, and the first since World War II to keep order in front of four Prime Ministers.

John entered Parliament in 1997 as Conservative MP for Buckingham. He was appointed Shadow Chief Treasury then Work and Pensions Secretary, but resigned to support the Labour Government’s policy to allow unmarried gay and heterosexual couples to adopt. He was later asked by Ed Balls to lead a review of children and families affected by speech, language and communication needs – which resulted in millions of additional funding.

John took over from Speaker Martin with a mission to “strengthen the backbenches and recognise that Parliament is more than a rubber-stamping operation for the government of the day.” He was re-elected three times. In a stream of tributes on his departure, even critics admitted that he had delivered on the original promise.

Speaker Bercow built a reputation as a reformer. On one level he dispensed with knee breeches, silk stockings and buckled court shoes. More significantly, he increased the use of ‘Urgent Questions’ requiring Ministers to make 685 statements on pressing issues, extended the time for PMQs and replaced the shooting range with a nursery. He introduced Barack Obama to address both Houses of Parliament, but opposed an invitation to Donald Trump on grounds of racism and sexism.

He was also the first Speaker to allow the UK Youth Parliament to debate in the Commons chamber, and went on to chair the event for 10 years.

After stepping down from Westminster, John shares his insights on the future of our politics and the lessons he has learned about implementing change. He is also a seasoned raconteur with countless stories from the corridors of power.

John has received a string of awards from The Spectator’s Backbencher to Watch to Stonewall’s Politician of the Year. He lives in London and enjoys an abiding passion for football (Arsenal) and tennis. He was once Britain’s No.1 junior player, but considered too short to turn professional.

Rt Hon John Bercow

Former Speaker of the House of Commons

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Baroness Sharon Bowles

Member of the House of Lords

Baroness Sharon Bowles is a Liberal Democrat Peer.  She presently sits on the Economic Affairs Committee and Finance Committee and plays an active role in financial services and business legislation. She is a non-executive director of the London Stock Exchange Plc.

Sharon has an academic background in science and mathematics and is professionally qualified as a European Patent Attorney.  She was an MEP 2005-2014 serving on the Economic and Monetary Affairs Committee, as chair 2009 – 2014.  She chaired all the negotiations between Parliament, Council and the Commission for over 60 major pieces of legislation covering banking, markets, insurance, supervisory architecture and economic governance.

Baroness Sharon Bowles

Member of the House of Lords

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Nathalie Dogniez

Partner, PwC

Nathalie is an authorised auditor and a regulatory partner at PwC where she leads the EMEA ESG and EMEA AWM European Regulatory teams.

She has been focusing on ESG matters for nearly 20 years with a strong focus on sustainable finance agenda, and in particular disclosure matters over the past months.

She has more than 30 years’ experience in auditing and advising on regulatory aspects asset managers, service providers and investment funds in Luxembourg and throughout Europe.

She is and has been a member of numerous professional associations.

She contributes to committees and working groups within the Association of the Luxembourg Fund Industry (ALFI), European Fund and Asset Management Association (EFAMA), LuxFlag, Luxembourg School of Finance (LSF) and Luxembourg Institute of Directors (ILA).

For instance, she co-chairs ALFI working groups on UCITS Eligible Assets, Money Market Funds, Asset Management and Systemic Risk and AIFMD Reporting. She is also a member of the ALFI Regulatory Board.

She is a member of LuxFlag ESG Label Eligibility Committee as well as EFAMA’s Stewardship, Market Integrity and ESG Investment Standing Committee. She lectures at the Luxembourg School of Finance on SRI (master in asset management).

She is also a regulator speaker at conferences across Europe on regulatory matters and on responsible investments.

Nathalie Dogniez

Partner, PwC

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John Donohoe

Founder & Group CEO, Carne Group

John Donohoe is the Founder & Group CEO of Carne Group, the largest third party fund management company in the world with AuM and commitments of over $170Bn. Carne is trusted by the world’s leading asset managers, insurance companies, pension funds and wealth managers to manage their governance, compliance, regulatory and substance requirements. Established in 2004, Carne employs more than 270 people in 8 countries across the globe and is a governance and substance provider for asset managers with more than $1Tn AuM.

Carne leverages its global scale and capabilities to deliver innovative next generation solutions to meet the needs of asset managers, their partners and those operating within the wider asset management ecosystem. Carne’s professional services include European Funds Management Companies, Fund Platforms, Independent Fund Directorships as well as other Fiduciary services. These services are supported by Carne’s industry leading technology and risk driven platform, CORR (Compliance, Oversight, Risk & Reporting). CORR helps asset managers to revolutionise their compliance, risk and operational requirements through automated data acquisition and centralization, real time management information and system driven processes, creating greater efficiency and effectiveness. CORR allows asset managers to meet their compliance and regulatory obligations in multiple jurisdictions and puts them in full control of their business, reputational, operational and financial risks. CORR currently supports more than 2,000 Fund structures for managers with $2Tn in AuM.

Carne’s success is built on a combination of exceptional people, next generation technology, and a truly agile business. Through the creation of “digital alpha”, Carne allows asset managers to focus on the core objective of managing and growing investors’ money.

John Donohoe

Founder & Group CEO, Carne Group

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Anna Driggs

Director and Associate Chief Counsel, Global Funds Policy, ICI Global

Anna Driggs is the director and associate chief counsel of global funds policy at ICI Global. Previously, she led ICI Global’s global retirement initiatives, encouraging a global dialogue around the role that mutual funds can play in long-term saving. Before joining the Institute in 2007, Anna worked in private practice. She has an EMBA from Oxford Saїd Business School, a JD with honors, from the University of Washington School of Law and a BA, magna cum laude, from Gonzaga University. She also studied at the Linguistical University in Nizhny Novgorod, Russia.

Anna Driggs

Director and Associate Chief Counsel, Global Funds Policy, ICI Global

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Andrew Formica

Chief Executive Officer, Jupiter Asset Management

Andrew has been chief executive of Jupiter Asset Management since March 2019. He has over 25 years’ experience in the investment management industry. Before joining Jupiter, Andrew was CEO of Henderson Global Investors, becoming co-chief executive of Janus Henderson on the merger with Janus Capital in 2017. During his time at Henderson and its predecessor businesses, he held various roles including equity fund manager and head of equities. He is director of the Investment Association and also a non-executive director of Hammerson plc.

Andrew Formica

Chief Executive Officer, Jupiter Asset Management

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Allison Fumai

Partner, Dechert LLP

Allison M. Fumai focuses her practice on the representation of registered investment companies and their investment advisers. She regularly advises mutual funds, closed-end funds and exchange-traded funds and their investment advisers on issues relating to the development and launch of new funds, ongoing compliance and regulatory matters, mergers, liquidations and restructuring of funds.

Ms. Fumai also has extensive experience advising issuers and underwriters on initial public offerings and rights offerings for closed-end funds. She has particular expertise with exchange-traded funds and represents a significant number of exchange-traded fund sponsors and exchange-traded funds in connection with their exemptive relief, launch of unique products and other issues relating to exchange-traded funds.

Ms. Fumai has been recognized as a leading lawyer for registered funds by Chambers USA. The most recent edition states that “She is known for her advice to major fund complexes on the management of mutual, closed-end and exchange-traded funds.” In a previous edition, clients declared that “she is an excellent ’40 Act lawyer,” adding that “she is thoughtful, articulate and measured; she is great at keeping her clients abreast of new regulatory and legal developments.” She has also been recognized in The Legal 500 (US) in the area of mutual/registered funds. The latest edition noted that she is “a rock star with deep knowledge of the ETF industry.” She has also been recognized in IFLR1000 in the areas of Financial Services Regulatory and Investment Funds. She has received a number of accolades from industry publications, including: Rising Stars, Euromoney Legal Media Group’s Expert Guides series, investment funds (2017); Rising Stars, Euromoney Legal Media Group’s Americas Women in Business Law Awards, finance (2013, 2016); Fund Action’s Rising Stars (2014); and SuperLawyers New York Metro Area “Rising Star” (2013).

Allison Fumai

Partner, Dechert LLP

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Tobias Giesser

Managing Director - Global Co-Head of Structuring, Partners Group

Tobias Giesser is the managing director and global co-head of the structuring business unit and senior member of management at Partners Group, which is based in Zug. He has been with Partners Group since 2010. Prior to joining Partners Group, he worked at Lenz & Staehelin. He holds a bachelor’s and master’s degree in law from the University of St. Gallen (HSG), Switzerland. He is also admitted to the Swiss bar. Tobias is a regular speaker at conferences and also a member of the Legal & Tax Chapter of the Swiss Private Equity & Corporate Finance Association.

Tobias Giesser

Managing Director - Global Co-Head of Structuring, Partners Group

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Martin Gilbert

Chairman, Aberdeen Standard Investments

Martin Gilbert is vice chairman of Standard Life Aberdeen plc and chairman of Aberdeen Standard Investments, the asset management business of the group. Standard Life Aberdeen is the leading global investment company formed as a result of the merger between Aberdeen Asset Management PLC and Standard Life plc in August 2017.

Martin was the chief executive of Aberdeen Asset Management, which he co-founded in 1983. Under his leadership, Aberdeen became one of the world’s leading independent asset managers through a combination of organic growth and strategic acquisitions.

Martin is a member of the International Advisory Panel of the Monetary Authority of Singapore and the International Advisory Board of British American Business and was previously Chairman of the UK’s Prudential Regulation Authority’s Practitioner Panel. Martin is Chairman of Revolut Limited and also the Senior Independent Director at Glencore plc.

Martin was named Personality of the Year at the City AM Awards in 2017 and Asset Management CEO of the Year at the Global Investor Awards the following year. He holds honorary degrees from the University of Aberdeen and Heriot-Watt University. Martin is an Adjunct Professor of Finance at Imperial College Business School.

Martin, who was born in Malaysia, earned an MA in accountancy and a law degree from the University of Aberdeen. After qualifying as a chartered accountant with Deloitte, he joined the investment department of local law firm Brander & Cruikshank, which went on to become Aberdeen Asset Management.

Martin Gilbert

Chairman, Aberdeen Standard Investments

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Will Goodhart

Chief Executive, CFA Society of the UK

Will Goodhart is the chief executive of the CFA Society of the UK (CFA UK). CFA UK represents the interests of 12,000 members of the UK investment profession, is one of the largest member societies of CFA Institute and is committed to leading the development of the investment profession through the promotion of the highest ethical and professional standards. The society has recently launched its new Certificate in ESG Investing. Alongside his role at CFA UK, Will is a board member at the Impact Investing Institute and a member of the Diversity Project’s steering committee and the group advising the BSI’s sustainable finance work.

Will Goodhart

Chief Executive, CFA Society of the UK

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Tatjana Greil Castro

Portfolio Manager, Muzinich & Co.

Tatjana Greil Castro manages the Muzinich Enhancedyield Short-Term strategy and Muzinich Bondyield environmental, social and governance (ESG) strategy. She is a founding member of the European Leveraged Finance Association, a member of the European Central Bank’s (ECB) Bond Market Contact Group, a regular participant at the UBS Investor Forum and a frequent speaker at investment conferences. In 2019, she became an advisor to the Dalai Lama Centre for Compassion. Tatjana is a leading advocate for incorporating ESG practices into credit portfolios. She has a Ph.D. from the London School of Economics, a Masters from the Kiel Institute of World Economics in Germany and an M.Sc/B.S. in Economics from the University of Vienna.

Tatjana Greil Castro

Portfolio Manager, Muzinich & Co.

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Bill Hartnett

ESG Stewardship Director, Aberdeen Standard Investments

Bill Hartnett is ESG stewardship director at Aberdeen Standard Investments, where he is responsible for leading and developing Aberdeen Standard Investment’s ESG integration and stewardship initiatives globally. This involves a direct company engagement and voting program as well as collaborating on ESG issues across the firm’s entire global investment platform. Bill joined Aberdeen Standard Investments in April 2019 from leading Australian superannuation fund, Local Government Super, where he was head of responsible investment from 2010. Prior to that, between 2005 and 2010, Bill was managing director of Asia-Pacific for pioneer ESG research firm, Innovest (acquired by MSCI ESG Research). Prior to that, Bill worked at Australian financial services and banking companies, Challenger Ltd. and Westpac Bank in various analytical, product and marketing roles, including specific involvement in ESG and responsible investment since 1999.

Bill graduated with a Bachelor of Economics (with double majors in economics and sociology) from Macquarie University in 1994. Bill also graduated with a Masters of Environmental Management degree from the University of New South Wales in 2005 (for which he received the EIA Australia and New Zealand prize for Academic achievement). Bill received a graduate diploma in Organisational Leadership from the University of Melbourne in 2017 as part of a Master’s program. Bill has Australian and Norwegian heritage, and speaks conversational Norwegian.

 

Bill Hartnett

ESG Stewardship Director, Aberdeen Standard Investments

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John Herlihy

Vice President EMEA & LATAM, LinkedIn

John leads LinkedIn in EMEA & LATAM, driving the company’s strategic direction in the region, fostering business and member growth. He joined LinkedIn in November 2015 and is based at its EMEA headquarters in Dublin.

John was formerly Vice President at Google, where he held a number of international roles and scaled its EMEA online sales and operations teams from 50 to approximately 5,000 direct employees and contractors. He also served as Head of Google Ireland from 2005 – 2015.

Over 25 years, John has held senior management positions at global technology companies, including First Data, PeopleSoft, Adobe Systems and Oracle Corporation.

A Chartered Accountant, John holds a Bachelor of Commerce from University College Dublin and was awarded an honorary doctorate in Economic Science by University of Limerick.

John Herlihy

Vice President EMEA & LATAM, LinkedIn

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John Ions

Chief Executive Officer, Liontrust Asset Management

John became chief executive of Liontrust Asset Management plc in May 2010, and has overseen the recovery and growth of the business over the past decade. John was previously chief executive of Tactica Fund Management from its launch in 2005. Previously, he was joint managing director of SG Asset Management and chief executive of Société Generale Unit Trusts Limited, having been a co-founder of the business in 1998. John was also formerly head of distribution at Aberdeen Asset Management.

John Ions

Chief Executive Officer, Liontrust Asset Management

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Jennifer Johnson

President and Chief Executive Officer, Franklin Templeton Investments

Jenny Johnson is president and chief operating officer of Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton. Effective February 11, 2020, Jenny will become president and CEO of Franklin Templeton.

In her current role, Jenny oversees the majority of investment management and all related investment management support services. She is also responsible for Franklin Templeton’s global retail and institutional distribution. In addition, she oversees client service, fund administration, technology, including fintech and data science initiatives and the company’s high-net-worth business, Fiduciary Trust Company International. Jenny is also a member of Franklin Resources’ executive committee, a small group of the company’s top leaders responsible for shaping the firm’s overall strategy.

Jenny joined the company in 1988, and previously held the role of co-president. She is an officer of Franklin Resources, Inc., and serves as a director of Fiduciary Trust Company International and several other subsidiaries of Franklin Resources, Inc.

Jenny has been named one of Money Management Executive’s Top Women in Asset Management and was chosen by her peers as one of Ignites’ Most Influential Women in Fund Management. She is a recipient of the Robert L. Gould Award presented by global investment management association NICSA, which recognizes outstanding achievement in helping the mutual fund industry better serve investors through customer service, thought leadership and technology. She has also been recognized by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business. Jenny is a frequent speaker at industry conferences, notably on the topics of leadership, technology and innovation.

She earned her B.A. in economics from the University of California at Davis. She is a trustee at Crystal Springs Uplands School and a board member of the Lucile Packard Children’s Hospital.

Jennifer Johnson

President and Chief Executive Officer, Franklin Templeton Investments

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Natasha Kaplinsky OBE

Broadcaster

After co-hosting BBC Breakfast, Natasha grabbed the headlines with her win on the first series of Strictly Come Dancing. She then moved to the main evening news bulletins before a high-profile transfer to head up the Channel 5 News team. She now fronts ITV News bulletins.

Natasha originally worked as a researcher for the Labour Party leaders John Smith and Neil Kinnock, before moving into television. Her first role was to co-present a youth chat show on ITV alongside Sacha Baron Cohen before moving to host the news in the Meridian region. She then co-presented London Today and London Tonight with Alastair Stewart.

Having since presented all of BBC One’s main news bulletins, as well as broadcasts for Channel 5 and ITV, Natasha has also co-hosted Children in Need, The Proms and New Year Live for the BBC, and has appeared on Have I Got News For You. She also hosted the LWT current affairs show “Seven Days,” putting health, transport and housing ministers on the spot.

Natasha Kaplinsky OBE

Broadcaster

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Kimberly LaPointe

Executive Vice President, Head of PGIM Investments International, PGIM Investments

Kimberly LaPointe is the head of PGIM Investments International, responsible for business strategy, governance, operations and distribution of the firm’s asset management capabilities through financial intermediaries throughout EMEA, APAC, Latin America and U.S. private banks. Since joining the firm in October 2005, Kimberly has successfully driven the expansion of PGIM Investments’ footprint into new channels and markets, and forged strong partnerships with key distributors. These efforts have contributed to the firm’s overall rank as the industry’s 10th-largest investment manager globally.

Before joining the firm, Kimberly spent 10 years at JP Morgan as a senior member of the team that developed JP Morgan Asset Management’s third-party distribution business. She began her career at Dean Witter as a global fixed income analyst and has over 25 years of experience in the financial services industry.

Kimberly is a graduate of Ohio Wesleyan University, with a Bachelor of Arts degree in economics management, and she holds U.S. FINRA Series 7, 63 and 26 licenses.

Kimberly is an active board member of Soul Ryeders, an organization in Westchester County, New York that offers resources and support to cancer patients and their caregivers. She lives in Surrey, United Kingdom, with her husband and four children.

Kimberly LaPointe

Executive Vice President, Head of PGIM Investments International, PGIM Investments

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Charles Lemon

Partner, Triago

Charles Lemon is a Partner with private equity advisory firm Triago. Founded in 1992, Triago provides private equity fundraising services, secondary transaction advisory and strategic solutions for General Partners and Limited Partners seeking to optimize success in the global private equity market. Prior to joining Triago, Charles was a Partner at pan-European fund manager Agilitas, and was previously part of the private equity placement team at Matrix.
Charles earned a BA in Modern Languages from Bristol University.

Charles Lemon

Partner, Triago

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Gurpreet Manku

Deputy Director General and Head of Policy, BVCA

Gurpreet Manku is the BVCA’s deputy director general and director of policy. She is responsible for leading the BVCA’s response to a wide range of issues and challenges facing the industry from a legal and regulatory perspective, both in the UK and Europe. Gurpreet is also the executive liaison to the Private Equity Reporting Group, the body responsible for monitoring the industry’s compliance with the Walker Guidelines on Transparency and Disclosure. Before joining the BVCA, she worked at Deloitte LLP and specialised in advising private equity funds and their managers. Gurpreet studied at the London School of Economics and is a chartered accountant and fellow of the Institute of Chartered Accountants in England and Wales.

Gurpreet Manku

Deputy Director General and Head of Policy, BVCA

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Mariana Mazzucato

Professor of Innovation and Public Value at UCL, Director of the Institute for Innovation and Public Purpose

Mariana Mazzucato (PhD) is a professor in the Economics of Innovation and Public Value at University College London (UCL), where she is founding director of the UCL Institute for Innovation & Public Purpose (IIPP). IIPP is dedicated to rethinking the role of public policy in shaping both the rate of economic growth and its direction—and training the next generation of global leaders to build partnerships that can address mission-oriented societal goals.

She is the winner of the 2014 New Statesman SPERI Prize in Political Economy, the 2015 Hans-Matthöfer-Preis, the 2018 Leontief Prize for Advancing the Frontiers of Economic Thought and the 2019 All European Academies Madame de Staël Prize for Cultural Values. Mariana was named as one of the ‘3 most important thinkers about innovation’ by the New Republic, and is on The Bloomberg 50 list of ‘Ones to Watch’ for 2019.

Mariana Mazzucato

Professor of Innovation and Public Value at UCL, Director of the Institute for Innovation and Public Purpose

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Ryan McNelley

Managing Director, Duff & Phelps

Ryan McNelley is a managing director at Duff & Phelps. Ryan’s clients include alternative investment fund managers, including private equity and private debt fund managers, hedge fund managers, infrastructure fund managers and real estate debt fund managers.

The primary focus of Ryan’s work is in assisting alternative investment fund managers demonstrate top tier governance to stakeholders including limited partners and regulators.

Ryan is a regular speaker at conferences and is part of several industry working groups. Most notably, Ryan was a contributing author to the Alternative Investment Management Association’s (AIMA) Guide to Sound Practices for Hedge Fund Valuation, and is a member of Invest Europe’s Working Group on Accounting Standards, Valuation and Reporting.

Ryan McNelley

Managing Director, Duff & Phelps

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Nick Miller

Head of the Asset Management Department, Financial Conduct Authority (FCA)

Nick Miller is head of the Asset Management Department within the Investment, Wholesale & Specialist Supervision Division at the Financial Conduct Authority. In this role, Miller is responsible for the FCA’s oversight of over 3,000 firms across the asset management and custody bank sectors. Previously, Miller 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, Miller 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).

Nick Miller

Head of the Asset Management Department, Financial Conduct Authority (FCA)

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Kevin Mullen

Head of Markets Policy, Central Bank of Ireland

Kevin Mullen was appointed as the Head of Markets Policy at the Central Bank of Ireland in December 2019. Kevin joined the CBI in 2017 as a Head of Function in the Asset Management & Investment Banking Directorate, leading supervision and inspections across asset management firms and fund service providers. He has over 20 years of risk management and compliance experience across retail and wholesale financial services, including prior roles as Chief Risk Officer for CHAPS, the UK high value payment system, and a number of senior prudential risk and compliance roles in the banking and advisory sectors in Ireland and the UK with Bank of Ireland and KPMG. Kevin is Fellow of the Chartered Institute for Securities and Investments.

Kevin Mullen

Head of Markets Policy, Central Bank of Ireland

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Shalena O’Connell

VP Operations, MongoDB

Shalena is VP of Operations at MongoDB, a database platform company, used by millions of developers to power the world’s most innovative products and services. Prior to joining MongoDB in 2017, Shalena worked at leading tech innovators including LinkedIn, Microsoft, RedHat and Netgear.

Shalena has extensive experience in strategy, finance and operations. Her passion is coaching and mentoring both her team and other colleagues. She’s a firm believer in investing in others to maximise their potential, while continuously growing and developing herself.  Shalena holds an Executive MBA from Trinity College Dublin.

Shalena O’Connell

VP Operations, MongoDB

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Charlotte Pearce

Chief Executive Officer & Founder, Inkpact

Charlotte Pearce is on a mission to help brands and people be more human and authentic by bringing together the head and the heart of business. She’s spent her career and life bringing together aspects of humanity, behavioural science, psychology, technology and a serious amount of creativity and fun. All to help business to do the right thing for other humans, the planet and to improve their bottom line.

More formally, she is also the CEO and founder of Inkpact, a technology company on a mission to make marketing more human. Inkpact brings delight and connection to the heart of business by using software and real people to send handwritten messages and gifts at scale.

She has been described as a “young, dynamic force of nature” and “the UK’s next Branson”. She’s also been named in the Forbes 30 under 30, Maserati 100 and Young Entrepreneurs list in 2016. Charlotte is considered amongst the 15 most influential women in technology in the world, alongside Sheryl Sandberg. She has been featured in Stylist, The Sunday Times, Forbes, The Guardian and on BBC World News.

An in-demand motivational speaker, Charlotte has addressed a variety of audiences from corporate to educational; giving speeches at award ceremonies, running inspiring workshops, attending business events and delivering keynotes to start-up, corporate and social enterprise businesses all over the UK and the U.S.

She loves humans and the planet deeply, considers herself a spiritual warrior, a personal development and wellness junkie and strives to lead with vulnerability and love in every aspect of her life.

Charlotte Pearce

Chief Executive Officer & Founder, Inkpact

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Frédéric Pelèse

Deputy Executive Director, French Autorité des Marchés Financiers (AMF)

Frédéric Pelèse is deputy executive director of the AMF’s Regulatory Policy and International Affairs Directorate.

A graduate of the Ecole Nationale Supérieure des Mines de Paris and the London School of Economics, Frédéric began his career in 2000 in the Mergers and Acquisitions Advisory Department of Crédit Agricole Indosuez in Paris. He joined the AMF’s Corporate Finance Directorate in 2005, where his responsibilities included controlling takeover bids and contributing to the development of French takeover law. Frédéric then moved to the Regulatory Policy and International Affairs Directorate as senior advisor in the Asset Management Regulation Division. He was appointed deputy to the head of this division in 2013, in which capacity he was closely involved in the French implementation of the Alternative Investment Fund Managers (AIFM) Directive and the reform of money market funds. Between 2014 and 2017, he was seconded to the European Commission in the security markets unit of the Directorate‑General for Financial Stability, Financial Services and Capital Markets Union (DG FISMA), where he contributed to the elaboration of the Prospectus Regulation, the development of the Level 2 measures of MiFID II, as well as the review of the Short Selling Regulation.

Frédéric Pelèse

Deputy Executive Director, French Autorité des Marchés Financiers (AMF)

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Philip Rycroft

Former Permanent Secretary at the Department for Exiting the EU. Now a specialist partner at Flint Global

Philip Rycroft worked in the Department for Exiting the European Union between March 2017 and March 2019, from October 2017 as Permanent Secretary. He was responsible for leading the department in all its work on the Government’s preparations for Brexit. From June 2015 to March 2019 he was head of the UK Governance Group in the Cabinet Office, with responsibility for advising ministers on all aspects of the constitution and devolution. From May 2012 to May 2015, he was the Director General in the Office of the Deputy Prime Minister, Nick Clegg.
He is now an academic, consultant and specialist partner at Flint Global.

Philip Rycroft

Former Permanent Secretary at the Department for Exiting the EU. Now a specialist partner at Flint Global

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Suki Sandhu OBE

CEO, Involve

Suki is CEO of INvolve, a global membership organisation and consultancy championing diversity and inclusion in businesses. As a globally recognised expert in talent, diversity and inclusion, Suki is proud to support organisations who are changing the face of global business. Suki received an OBE in the 2019 New Year’s Honours list for Services to Diversity in Business and is proud to be a Stonewall Ambassador, Patron for The Albert Kennedy Trust, and Board Director of OutRight Action International. Suki set up the ‘The Suki Sandhu LGBTQI Asia Fund’, managed by GiveOut, in 2018 to help fund the global struggle for LGBTQI rights. Suki is also the Founder and CEO of Audeliss, a global boutique executive search firm specialising in diverse appointments.

Suki Sandhu OBE

CEO, Involve

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Tobias Schrödel

Live Hacker

A well-known computer magazine once wrote that Tobias Schrödel is the “first IT-comedian”. And really, he explains technical vulnerabilities and correlations in a way everybody can understand while not letting the fun miss out.

As a qualified IT-specialist, Tobias worked many years as a consultant for one of the biggest world-wide IT- and telecommunications corporations – so he knows what he is talking about.

Media
Since 2011 he has been the face, whenever IT-security and -technology stories are aired in the German TV-show „stern TV“. Schrödel explains various technical topics for everyone to understand.

His first book “Hacking für Manager” was awarded the getAbstract-award as the best business book of the year 2011 and is available today in the fourth edition as “Ich glaube, es hackt!” in German language. He writes a weekly column, a blog and regular articles in computer magazines (e.g. computerBILD).

C.V.
For almost 14 years, Tobias Schrödel has worked for T-Systems International as a consultant for IT security. Before that, he had been responsible for the development of logistic solutions in the Enterprise Business Segment of United Parcel Service Europe.

He is a certified instructor for IT-specialists and is working for the German Chamber of Commerce as an auditor of soon-to-be-IT-specialists for over a decade.

Hobby
Personally, Tobias has been dealing with historical cryptanalysis and system vulnerabilities in everyday products for many years. He wants to raise awareness and have the audience start to think about their behaviour.

Schrödel is an expert on historical ciphers. He was the first to find a way to break short Vignère chiffres – a 450-year-old cipher system. He collects crypto machines and old books on cryptology.

Tobias Schrödel

Live Hacker

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Rory Stewart OBE

Former Conservative MP

Before becoming a politician, Rory Stewart served as a diplomat, academic, writer and broadcaster. After time in the Army and the diplomatic service, he trekked across Afghanistan, was appointed a fellow at Harvard and wrote a number of books before entering Parliament. He was a cabinet minister before his bid for the

Conservative Party leadership, which introduced a more moderate, progressive tone to an often heated contest. After university (during which time he was a summer tutor to Princes William and Harry) Rory served briefly as an officer in the Army before joining the Diplomatic Service in Indonesia and as the British Representative in Montenegro in the wake of the Kosovo campaign. He then spent two years walking 6,000 miles across rural Pakistan, Iran, Afghanistan, India and Nepal. His walk across Afghanistan shortly after the U.S. invasion is described in his award-winning book, The Places in Between. Rory was then appointed deputy governor of two provinces (Maysan and Dhi Qar) in Southern Iraq. His responsibilities included organising elections, resolving disputes and implementing development projects. He also met growing civil discontentment with the allied occupation and faced a siege of his compound. His experiences in Iraq were documented in another best-selling book, The Prince of the Marshes.

Having established a charity in Kabul and worked as a professor of human rights at Harvard, Rory returned to the UK where he was elected as an MP. In Parliament, he chaired the Defence Select Committee, and held ministerial posts responsible for international development and prisons before becoming Secretary of State for International Development. When Theresa May resigned as Prime Minister, Rory entered the race to succeed her, gaining unexpected levels of support within the party, and winning over many non-Conservatives with his common sense, conciliatory tone.

Rory Stewart OBE

Former Conservative MP

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Rt Hon Gisela Stuart

Former Labour MP

In the final weeks of the general election, Gisela Stuart who had been a Labour MP for 20 years, appeared on a platform with Boris Johnson and Michael Gove and urged voters to lend their vote to Boris Johnson. This was not as surprising as it may at first appear. Gisela had chaired Vote Leave, the official Leave campaign in the referendum. Together with Boris Johnson and Andrea Ledsom, she appeared in the ITV and BBC television debates. Gisela argued that the 2019 general election was all about Brexit. Voting for Boris did not make you a Tory, but the only way to get Brexit done was to deliver a government with a majority large enough to govern.

In the Labour landslide of 1997, Gisela became the first Labour MP for Birmingham Edgbaston, continuing an unbroken line of women MPs in the constituency which started in 1953. When she stood down in 2017, Labour continued to hold the seat and she was succeeded by Preet Gill, the first women Seikh MP.

In the first Blair administration, she was health minister, responsible for setting up NHS direct. In 2002, she became a member of the 13 strong presidium on the Convention on the Future of Europe, which spent 15 months in Brussels drafting a constitution for the European Union. One of her fellow presidium members was a then-little known French Commissioner, Michael Barnier. It was that experience and the subsequent events which lead to the Lisbon Treaty, which fundamentally changed her approach to the UK – EU relationship.

Gisela served on the Foreign Affairs Select Committee as well as the Defence Select Committee. In 2015, she was sworn in as a privy councillor and joined the Intelligence and Security Committee, which is charged with overseeing M15, M16 and GCHQ.

For more than 10 years during her time in Parliament she edited the weekly political magazine, The House.

In September 2018, Gisela was appointed as chair of Wilton Park, an executive agency of the Foreign & Commonwealth Office. She continues to be on the board of the Henry Jackson Society and the Armed Forces Parliamentary Trust, and works with the British Foreign Policy Forum and the Global Strategic Forum.

Rt Hon Gisela Stuart

Former Labour MP

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Diana Tatarchuk

Chief Executive & Investment Officer, Nevé Capital

Diana Tatarchuk is the Founder, Chief Executive and Chief Investment Officer of Nevé Capital, a specialist manager and advisor of investments in credit and special situations. She is responsible for the strategic direction of the business and for managing Nevé’s portfolio of investments. She also serves as an advisor to Nevé’s investors, which comprise leading global entrepreneurs and family offices. Prior to founding Nevé, Diana was a senior investment professional at Talisman Global Asset Management (the family office of the William Pears Group) and an Executive Director at Goldman Sachs in the European Special Situations Group. Diana began her career in High Yield Credit Research at JP Morgan. Diana holds a B.A. in Political Science summa cum laude from the University of Chicago and has advanced proficiency in French, Russian and Spanish.

Diana Tatarchuk

Chief Executive & Investment Officer, Nevé Capital

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Thiha Tun

Partner, Dechert LLP

Thiha Tun focuses his practice on private investment funds. Mr. Tun advises alternative asset fund sponsors, institutional investors and financial advisors on a broad range of issues, including fund formation and capital raisings, fund investments, secondary transactions, establishment of managed accounts, carried interest schemes and co-investment arrangements as well as fund reorganizations and reconstructions.

Mr. Tun has represented fund managers, as well as major investors on the organization of funds, club deals and customized investment solutions investing in private equity, real estate, infrastructure, renewable energy, cleantech and hedge asset classes.

Thiha Tun

Partner, Dechert LLP

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Jennifer Wu

Managing Director, Global Head of Sustainable Investing, J.P. Morgan Asset Management

Jennifer Wu is responsible for leading the firm-wide strategic efforts in building a global sustainable investment platform through continued ESG integration, research and thought leadership, investment stewardship, and development of innovative strategies. She also leads the Sustainable Investing Leadership Team (SILT), a global team of senior leaders focused on sharing best practices for sustainable investing across asset classes.

Before joining J.P. Morgan, Jennifer was responsible for leading the effort of creating innovative investment solutions and analytics at BlackRock’s Sustainable Investing team. Previously, Jennifer was BlackRock’s Head of Corporate Strategy & Development for Asia-Pacific. Prior to joining BlackRock in 2014, Jennifer worked for the Asian Development Bank (ADB) in the energy sector of the Central and West Asia Department – responsible for project finance across power infrastructures and country-level energy sector reforms.

Jennifer Wu

Managing Director, Global Head of Sustainable Investing, J.P. Morgan Asset Management

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Marco Zwick

Director, Commission de Surveillance du Secteur Financier (CSSF)

As director of the Luxembourg supervisory authority, the Commission de Surveillance du Secteur Financier (CSSF), Marco Zwick is predominantly in charge of the regulation and supervision of the investment fund industry and of the specialised professionals of the financial sector.

Zwick has held various functions in the financial sector since 1989, including head of compliance of Deutsche Börse Group and head of compliance and risk, EMEA, for Schroders prior to joining RBC Investor Services Bank in May 2015, where he was a member of the executive committee and headed the Compliance functions in Europe and Asia and AML for I&TS globally. He has chaired the AML Working Group of ALFI and was president of the Luxembourg Association of Risk Management (ALRiM) from 2010 to 2016. He is a member of the board of the Economist Club in Luxembourg.

Marco Zwick

Director, Commission de Surveillance du Secteur Financier (CSSF)

Past Funds Congress Speakers

Patrice Bergé-Vincent
Managing Director
ICI Global

Leda Braga
CEO
Systematica Investments

Shoqat Bunglawala
Head of Global Portfolio Solutions EMEA & Asia
Goldman Sachs Asset Management

Natasha Cazenave
Managing Director, Head of Policy and the International Affairs Directorate
French Autorité des Marchés Financiers (AMF)

Miles Celic
CEO
TheCityUK

Etienne Comon
Head of EMEA Insurance
Goldman Sachs Asset Management

Elizabeth Corley
Senior Advisor
Allianz Global Investors

Cuan Coulter
Head of EMEA
State Street Global Advisors

Chris Cummings
Chief Executive Officer
The Investment Association

Bob Diamond
Founding Partner and CEO
Atlas Merchant Capital

Susanne van Dootingh
Head of European Regulatory Strategy
State Street Global Advisors

Lyse Doucet OBE
Chief International Correspondent
BBC

Simon Ellis
Global Head of Client Segments
HSBC Global Asset Management

Michelle Kathryn Essomé
Executive Officer
African Private Equity and Venture Capital Association

Sir Jonathan Faull KCMG
Chair of European Public Affairs
Brunswick Group

Sir Ranulph Fiennes
Lecturer and Author

Campbell Fleming
Global Head of Distribution
Aberdeen Standard Investments

Fiona Frick
CEO
Unigestion

Lee Fulmer
Head of Innovation
UBS

Michele Gaffo
Global Head of Insurance Coverage
Deutsche Bank Asset Management

Former Vice President Al Gore
Co-Founder and Chairman
Generation Investment Management

Jean-Marc Goy
Counsel for International Affairs
Commission de Surveillance du Secteur Financier (CSSF)

Darko Hajdukovic
Head of Analytics, Fixed Income and Funds
London Stock Exchange

Dr. Tim Hames
Director General
British Private Equity and Venture Capital Association (BVCA)

Joan Hoey
Regional Director (Europe)
Economist Intelligence Unit (EIU)

Sir Chris Hohn
Founder
The Children’s Investment Fund Management

Jack Inglis
Chief Executive Officer
Alternative Investment Management Association (AIMA)

Jo Johnson
Member of Parliament for Orpington, former Minister for Transport and Minister for London, former Minister for Universities & Science, former Head of Number 10 Policy Unit and chair of the Prime Minister’s Policy Board

Leo Johnson
FCo-Presenter of Radio 4’s “FutureProofing” Series and Co-Founder of Sustainable Finance

Lucy Kellaway
Former Associate Editor
Financial Times

Martina Kelly
Head of Markets Policy
Central Bank of Ireland (CBI)

Matthieu Lucchesi
Head of Asset Management Regulation and International Affairs Directorate
AMF

Alan Livsey
Lex Research Editor
Financial Times

Angus Lund
Head of Data Science
AKO Capital

Diana Mackay
CEO
Mackay Williams

Diane MacFarlane
Head of Global Fund Services EMEA
JP Morgan

Bronwen Maddox
Director
Institute for Government

Sherry Madera
Special Adviser for Asia
The City of London Corporation

The Rt Hon the Baroness Manningham-Buller
Former Head of MI5, 2002 – 2007

Gary Marshall
Head of EMEA
Aberdeen Standard Investments

Grainne McEvoy
Director, Securities and Markets Supervision
Central Bank of Ireland (CBI)

Catherine McGuinness
Chairman of the Policy and Resources Committee
City of London Corporation

Theo Moore
Deputy Managing Director
APCO Worldwide

Dame Helena Morrissey DBE
Head of Personal Investing
Legal and General Investment Management

Gareth Murphy
Chief Risk Officer
Standard Life Aberdeen

Lord Paul Myners
Former Financial Services Secretary in HM Treasury

Mike O’Brien
CEO EMEA & Joint Global Head of IM Solutions Business
JP Morgan Asset Management

Troy Paredes
Former SEC Commissioner

Hon. Jacob Rees-Mogg MP

Anne Richards, CBE
Former CEO
M&G

Emmanuel Roman
CEO
PIMCO

Rupert Rossander
Head of Legal – EMEA
Invesco Perpetual

Emma Ross-Thomas
Brexit Editor
Bloomberg

Michelle Scrimgeour
EMEA CEO
Columbia Threadneedle

Jayne Styles
CIO
MS Amlin

Robert Taylor
Head of Global Asset Management Regulatory Strategy
Financial Conduct Authority (FCA)

Howard Trust
General Counsel
Schroders

Phil Wagstaff
Global Head of Distribution
Janus Henderson

Esther Wandel
Head of Division
German Ministry of Finance (BMF)

Steven Woolfe MEP

Deborah Zurkow
Global Head of Alternatives
Allianz Global Investors