We are delighted to announce the 2020 speaker line-up for the Institutional ESG Investment Summit.
For more information about the available speaking opportunities, please contact Zoi Fletcher at firstname.lastname@example.org.
Head of Financial Risk, Wesleyan Group
An experienced Life Actuary, who has held various Senior Management roles within financial services. Head of Financial Risk at Wesleyan Assurance since 2016, managing and embedding the Risk Management Framework; includes Investment Governance and Sustainability. Previously, 10 years within Wesleyan Group Finance and 19 years at Britannic (now Phoenix Group).
Chief Investment Officer, Central Finance Board of the Methodist Church Fund
Stephen joined the Central Finance Board of the Methodist Church in 1994. He was appointed Chief Investment Officer in November 2015. He is also a director of Epworth Investment Management Limited (regulated by the FCA), a wholly owned subsidiary of the CFB. The two organisations manage a combined total of approximately £1.4bn, investing with Christian ethics. Stephen is responsible for investment strategy and the ethical investment approach. He manages the investment team, overseeing the management of all funds and chairs the asset allocation and investment committees. He has 26 years of ESG investment experience. Stephen is a member of the Methodist Church’s Joint Advisory Committee on the Ethics of Investment and he is also Vice Chair of the Church Investors’ Group.
Editor, Clear Path Analysis
Sara Benwell is a freelance journalist and editor, specializing in finance. She is the editor of Insurance Investor and European Correspondent for Strategic Risk. She also writes regularly for several high profile newspapers and magazines, including the Sun, the Daily Mail, Best Magazine, the Mirror, Pensions Age, Pensions Insight, PR Week, Good Housekeeping Online and European Pensions. Prior to going freelance, Sara was the editor of Pensions Insight magazine, an institutional magazine, focused on pension schemes, trustees, lawyers and consultants, particularly in the DC space. Before that she was the consumer editor at Good Housekeeping magazine, the most read women’s magazine in the UK.
Chief Investment Officer, The People's Pension, B&CE
Nico is the Chief Investment Officer at B&CE. Previously, he was Head of Defined Contribution (DC) Investment at Willis Towers Watson, and Head of DC for the Barclays staff pension scheme. He also chaired the Resource and Environment Board and is a member of the Institute and Faculty of Actuaries Council. Nico is a qualified actuary and has published papers on resource depletion and monetary sustainability – working to ensure climate change and other sustainability issues are understood and acted upon by actuaries where appropriate.
Managing Director, Head Manager Research, Redington
Nick joined Redington in September 2015 as a Director in the Manager Research team. Now Head of Manager Research, he leads a talented team who help institutional and wealth management clients around the world allocate to the funds that get them closer to their strategic goals. Nick is also a voting member of Redington’s Investment Strategy Committee and works directly with several of the firm’s clients in the UK and Europe. Nick began his investment career in 2000 at Schroders, where he worked on the Asia and Emerging Market equity teams, before moving into manager research roles at investment consultancy Stamford Associates, South African multi-manager Momentum Global Investment Management and US multi-manager SEI Investments.
Director of Responsible Investment & Engagement, LGPS Central
Michael Marshall is Director of Responsible Investment & Engagement at LGPS Central Limited, an investment management company established to enable nine LGPS clients to pool their assets and reduce costs. LGPS Central’s clients have a collective AUM of £45bn and almost 1 million members. As a member of LGPS Central’s Investment Committee, Michael’s role is to integrate responsible investment techniques into the investment processes for diverse asset classes. He is a member of various advisory committees and working groups, including at the Principles for Responsible Investment, Transition Pathway Initiative, British Venture Capital and Private Equity Association, Green Finance Initiative, LAPF Strategic Investment Forum and Financial Reporting Council. Michael holds the Investment Management Certificate and read Economics at Bristol University.
Head of Fixed Income, Pension Insurance Corporation
Mark is Head of Fixed Income and Portfolio Management at PIC. Mark has over 25 years’ experience in bond markets for BZW, Gartmore, and Aviva. He has an MBA from Cranfield School of Management. Mark is co-optee on the NAPF DB Council.
Head of Pension Investments, Scottish Widows
At Scottish Widows, Maria is responsible for defining the investment offering across workplace savings, individual and longstanding customer segments and for incorporating sustainability in the investment design. She has previously held senior DC investment roles at Mercer and JLT. She is a spokesperson on investment matters, a regular contributor to DC industry events and a professional awards judge.
Partner Development Executive, Clear Path Analysis
Joe joined Clear Path Analysis in 2019 and works closely with clients and partners across the institutional finance sector, to support them in building robust strategies through which to share their industry insights and expertise with their target markets. Prior to joining Clear Path Analysis, Joe worked for the Press Association in partner development, supporting the digital news team at the UK’s national news agency, with a focus on Science, Technology and Finance. Today, Clear Path Analysis produces over 25 annual opinion led Reports and 8 industry Events for UK, European, North American and APAC based financial institutions and providers.
Pensions Manager UK & Ireland, Schneider Electric
Jerry has been involved in the pensions industry for more than 40 years. Having begun his career in third party administration and pensions consultancy he has become a leading figure in the industry as an in-house Group Pensions Director for a number of global businesses. In 1999 he established his own consultancy and over the past 20 years has provided support to many significant businesses/pension schemes on either a contract or consultancy basis. He is currently working on a contract (part time) with Schneider Electric as the Pensions Manager for UK & Ireland completing a number of change projects to improve the pension delivery of the UK & Ireland. He joined 20-20 Trustees in mid-2019, to transfer his exceptional operational, strategic and delivery skills to supporting trustee board, enabling them to attain best practice in pension scheme delivery. His focus is to ensure the highest quality governance, aligning the aims of the scheme with the employer, and to maximise the security of member benefits, leveraging quality external support as needed, to ensure cost efficiency in the process.
Minister for Pensions and Financial Inclusion, Department for Work and Pensions
Guy Opperman was appointed as Parliamentary Under-Secretary of State at the Department for Work and Pensions on 14 June 2017. He served as a Government Whip (Lord Commissioner of HM Treasury) from 17 July 2016 to 14 June 2017. He was elected Conservative MP for Hexham in May 2010. Guy has an Honours Degree in Law from the University of Buckingham and a first class diploma from the University of Lille, France. Guy was called to the Bar in 1989 and spent 20 years as a barrister – 15 years of which were spent predominantly at the criminal bar. Guy is an amateur jockey and rode his first win in 1985.
Strategic Investment Manager, Environment Agency Pension Fund
Graham is Strategic Investment Manager at the Environment Agency Pension Fund. Prior to this he spent 15 years helping asset owners efficiently implement changes to their portfolios, including leading the Portfolio Solutions businesses of Morgan Stanley and Instinet in Australia, following quantitative investment management roles at First Quadrant and Royal London in the UK. Graham is a CFA charterholder, holds an MSc from Durham University and has earned the CAIA and FRM charters. Graham is Vice Chairman of CFA UK, particularly involved in education and was instrumental in the development and launch of the CFA UK Certificate in ESG investing.
Director – Responsible Investment, Ruffer
Joined Ruffer in 2014 after working for ten years at EIRIS, a research provider for environmental, social and governance performance, in several positions. Her last role as a Principal Research Analyst at EIRIS mainly focussed on Corporate Governance issues and criteria development. From 1999–2003 she worked at the Moral Theology department at Frankfurt University for the Business Ethics Chair. In 2003 she graduated from Frankfurt University with a MA (distinction) in Theology and a MA (distinction) in Literature.
VP, Long-Term Planning, BP
Dr Dominic Emery is VP, Group Strategic Planning for BP, responsible for strategy development, long-term planning and policy. Dominic is a geology graduate and has worked for BP since 1986. He has held positions in BP’s Exploration and Production Division, in Asia and the Middle East, and also in the UK North Sea. Dominic has led Gas and Power business development in Europe, as well as running power and utility assets at BP industrial sites. He joined BP Alternative Energy in 2007, ran Emerging Business & Corporate Ventures in 2012 and moved to his current role in 2013. In addition to his BP role, Dominic was the founding CEO of OGCI Climate Investments, a $1bn fund set up by oil and gas companies to invest in technologies and projects to reduce carbon emissions. He is also on the Board of the EITI (Extractive Industries Transparency Initiative) and alternate on the Board of the ETI (UK Energy Technologies Institute).
Member of Investment Committee, PwC Switzerland Pension Fund
Dimitri Senik is a member of the Investment Committee of the Pension Fund of PwC Switzerland. He holds a degree in International Economics, is CFA Charterholder and Chartered Certified Accountant, and looks back on more than 20 years of experience in the financial services industry. Dimitri is currently actively involved in the ESG investment integration process at PwC Switzerland Pension Fund.
Head of Responsible Investment, Nest
Diandra is responsible for the delivery and implementation of NEST’s Responsible Investment approach which includes factoring in material environmental, social and governance risks and opportunities across all of Nest’s fund choices and fulfilling our role as a responsible steward of our members’ assets which encompasses voting and engaging with companies in order to deliver the best financial outcomes for our members. Diandra is a member of PLSA’s stewardship advisory group, was a member of the social impact implementation taskforce and sits on the climate aware advisory group which oversees the strategy of Nest’s climate aware fund developed with UBS.
Chief Executive Officer, ShareAction
Catherine has been the Chief Executive of ShareAction since 2008. ShareAction coordinates civil society activism to promote responsible investment across Europe. She is also a board member of the Scott Trust, owner of The Guardian, serving on the Scott Trust’s investment committee. Catherine was recognised by the World Economic Forum as a Young Global Leader in 2014.
Partner and Head of Pensions, Pinsent Masons LLP
Carolyn Saunders is a partner at Pinsent Masons and heads the firm's national pensions practice. Recognized by the legal directories as a leader in her field, she is a regular conference speaker and commentator in the press and broadcast media. Carolyn leads Pinsent Masons' work and thought leadership around climate change and pension schemes, which includes a report ''Managing Climate Risk in a Changing Environment'' based on research from Leeds University.
Policy Lead, Investment & Stewardship, Pension & Lifetime Savings Association
Caroline leads on institutional investment, stewardship and corporate governance issues at the PLSA. She is also responsible for co-ordinating the Association’s work on Diversity & Inclusion. Before joining the PLSA in 2017, Caroline led on pensions policy as Senior Policy Adviser at the Personal Investment Management and Financial Advice Association (PIMFA) and was Head of Public Policy at the UK Sustainable Investment and Finance Association (UKSIF). Caroline has a Master’s degree in International Political Economy (with Distinction) from the LSE, where she graduated top of her year. She also holds the CFA UK accredited Investment Management Certificate and recently won the 2019 Investment Week “Investment Woman of the Year” Award (small and medium firms).”
Director of Sustainability, Gjensidige
Bente Sverdrup is Sustainability director in Gjensidige group, and has formal background as an auditor. She has been audit partner in Deloitte and has also experience as director of finance, chief of Internal Audit and HR director for 2,5 years. Through the years she has gained experience in many different industries and areas, s.a. insurance, energy, retail and public sector. She has experience in risk management, internal and external audit, international experience, project management, IFRS, change management, HR processes, competence development, sustainability. She has also experience as a member of Board of Director’s and and Audit Committee.
Co-Founder, Ethical Compass Management
Ben Holden is a Co-Founder of Ethical Compass. They are impact engagement advisers that specialise in working with corporate DC pension schemes. They connect businesses to the impact of their pension funds through education, mapping, and engagement strategies, to help them align their investments with their corporate values.
Chief Investment Officer, Aviva UK
Ashish is the Chief Investment Officer for Aviva UK, managing over £225bn of assets across Life and General Insurance. As CIO, Ashish is responsible for defining the investment strategy and delivering the investment performance. Previously, Ashish led the formation of Aviva Investors’ first global research team and before that was Head of Credit Research for Aviva Investors North America. Prior to joining Aviva, Ashish was a Director with UBS Investment Bank in New York and Chicago, and previously was a Senior Ratings Analyst with Crisil (Indian subsidiary of Standard & Poor’s) in India. Ashish is a CFA charterholder and earned his MBA from the Stern School of Business at New York University, where he graduated at the top of his class. Ashish also holds a Post Graduate Diploma in Management from Indian Institute of Management, Bangalore, India and a Bachelor of Engineering degree from Indore, India.
Managing Director, Environment and Sustainability, EBRD
Analyst – Responsible Investment, Ruffer
Joined Ruffer in 2014 after graduating from the University of Cambridge with first class honours in land economy. Having gained experience in responsible investment while working with Ruffer’s charity team, she has specialised in this area since 2018. She has completed the PRI Academy Responsible Investment Essentials and Enhanced Financial Analysis courses and is a CFA charterholder.
Senior Investment Manager, LV
Adam leads the Investment Team at LV= with responsibility for the investment management of £10bn of assets-under-management. This includes constructing derivative strategies, overseeing external asset managers and designing investment strategies with a particular focus on responsible investing. In 2019, Adam was awarded the ‘Rising Star’ Award.