SpeakersThere will be speaker sessions throughout the day with two interactive workshops. You also have the opportunity to put your questions across ahead of time to be put to the panel for our Trustee Question Time discussion. To see the speakers from our latest forum which took |
Engaged Investor Trustee Forum Speakers 2010
Richard Shields, BEc (Hons), ASIA
Biography In his time at AMP Capital, Mr Shields has also been Manager of Institutional Product Development and Senior Investment Specialist, Property. He also served as Fund Manager for the Development Australia Fund, an Australian Private Equity Fund of Funds. Mr Shields joined AMP Capital in 1993 in the Client Servicing Division, where he was responsible for wholesale business development, servicing major institutional superannuation funds and investment management for general insurance clients. Before joining AMP Capital, Mr Shields had several positions in Australian financial markets, including General Manager of Financial Markets for Australian Bank and as an Executive Manager in the Commonwealth Bank's Capital Markets division where he was responsible for developing the Bank's securitisation program. Mr Shields holds a Bachelor of Economics (First Class Honours) and is an Associate of the Securities Institute of Australia (ASIA). Contact details: 
Colin English
Biography Colin has built a career within the UK Financial services arena, primarily working within actuarial, pension and employee benefit consultancies and specialising in business development and client management roles. Key positions held by Colin during the past 20 years include Head of Business Development in the UK for both Towers Perrin and at Mercer, as well as being co-founder of a niche pension and employee benefit consultancy. Colin has assisted many major UK companies address challenges and issues in relation to pension and employee benefit matters. Colin's career commenced in the insurance field, spending a decade working for Sun Life Assurance prior to joining Noble Lowndes and Partners. Colin qualified as a Chartered Insurance Practitioner in 1995. 
Simon Surtees, ACA
Biography Prior to moving to the Buy Side in 2002 Simon worked within the Investment Banking industry where he provided proprietary and published credit research and was latterly Managing Director for Bear Stearns's European Credit Research team. Simon is a Chartered Accountant, trained within Arthur Andersen's Financial Markets Practice in London. He has previously held position as an elected Trustee of a UK Occupational Pension Scheme and brings to BNY Mellon over 18 years of investment industry experience. Simon has a BA Honours degree in Modern History, Politics & Economics from the University of Southampton.
Kevin Wesbroom
Biography Kevin has been with Hewitt (initially Bacon & Woodrow) since 1975, when he joined fresh from gaining a first in Maths from Oxford University, and his first MA qualification. He qualified as an actuary three years later. He did a real degree in e-commerce to gain his second MA! After qualification, Kevin's career in pensions started with a four-year stint in Trinidad. On his return to the London office, he was involved in setting up the performance measurement service CAPS. Next stop Bristol, where he opened the firm's regional office. He set up a consulting and administration practice there, which branched out into investment and international consulting. When the returned to London to join the Management Group of the time, he also set up and led Defined Contribution Services - a new multi-disciplinary practice covering not just DC consulting but also investment design and implementation, administration, communication and provider selection. More recently he was the UK Lead that helped set up our global risk services operation - a mixture of actuarial and investment skills that is designed to help clients navigate their way through the multiple opportunities now available to them to shed their unwanted DB pensions - or perhaps just to manage their risks better so they can continue to offer a form of DB in the future? He has been a member of the Hewitt's key management and leadership teams, typically with a role involving development or growth. And of course he continues to work directly with clients on a range of projects. A common theme running through Kevin's career to date has been the opportunity to interact with individuals from the real world - experiences that he believes have helped him keep his feet on the ground and retain vestiges of personality. He continues to act as pension adviser on a number of client assignments and one off references. He is practicing what he has been preaching about phased retirement by working four days a week. If his views about the shape of future pensions are right, then his final phasing into full time retirement, and the end of private sector DB pension provision, could come together in ten years time!
Ian Buchan
Biography Ian is now part of the Corporate Distribution team in Standard Life. He is responsible for researching the requirements of and developing relationships with the UK's largest employers. 
Mitul Magudia
Biography 
Philip Coggan
Biography He has been awarded the title of Best Investment Correspondent (National Newspapers) at the State Street Institutional Awards on six separate occasions. He is the author of three books, The Money Machine, How the City Works (Penguin) Easy Money (Profile) and the Economist Guide to Hedge Funds (Profile). Before he joined the Economist, he worked for 20 years at the Financial Times, writing the Short View and Long View columns. 
Jay Shah
Biography 
Dayle Noonan Biography
Stephen Burrow
Biography 
Claire Ross
Claire is head of service implementation for Mercer's outsourcing business and in addition also sits on the UK outsourcing executive team. She is based in Chichester, and focuses on the implementation of new schemes and major scheme changes. |
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