2017 Judging Panel

Geoff Burnand, Chief Executive of Investing for Good

Geoff had over twenty years' experience in private and institutional investment management before founding Investing for Good in 2004. His experience includes designing donor advisory services at The Institute for Philanthropy and Charities Aid Foundation, and as Chief Investment Officer at Charity Bank and as Director of Fund Development at the Social Investment Business. He is a regular speaker at conferences and in the media on social investing and has in-depth knowledge and extensive contacts across the sector both UK and internationally, including philanthropic consultants, social financiers, investment managers, regulators and Government. He is a board member of the UK Sustainable Investment and Finance Association (UKSIF), a Fellow of the Royal Society of Arts, a Freeman of the City of London and a Trustee of Papworth Trust. He is passionate about changing the way people think about investment capital. http:/www.investingforgood.co.uk


Pradeep Jethi, Social Impact Investment and Social Enterprise Consultant

Pradeep is currently working as a consultant in the social impact investment and social enterprise sector. Prior to this he was co-founder and CEO of the Social Stock Exchange: an online platform for publicly listed social impact businesses. Pradeep was previously at the London Stock Exchange where he spent 3 years as their New Product Development Manager. At the LSE he built, developed and launched the Corporate Responsibility Exchange: a disclosure platform for extra-financial indicators (ESG measures). Pradeep has experience of gaining regulatory approval from the FCA for new products and has worked with both the issuer community and institutional investors. Previous to his career at the LSE, Pradeep was Founder and Head of FTdynamo.com, a Financial Times business and management information portal. Pradeep has also worked as a consultant to the UK Government on social stock exchanges and regularly speaks at conferences on - and advises on - the social impact investing and social enterprise marketplace. Pradeep holds a BA (Hons) from the University of British Columbia and an MA from the University of Sussex.


Lee Coates OBE, Director of Ethical Money

Lee is an Associate of the Chartered Insurance Institute and is accredited to ISO 22222 (the International accreditation for Financial Planners). In 1989 he set up the IFA firm Ethical Investors and in 1998 the ethical research company Ethical Screening. In 2009 Lee established a new business in Australia - Ethical Money. The company's first product was launched in 2010 and is a unique ethical investment pension fund called "Cruelty Free Super". In 2011 Lee was awarded an OBE for "services to ethical business and finance". [email protected]

Julian Parrott, Founding Partner, Ethical Futures

Julian Parrott is a founding Partner of Ethical Futures - ethical specialist independent financial advisers (IFA) based in Edinburgh. Ethical Futures provide ethical financial planning advice to private clients, trusts & charities throughout Scotland.

Julian has over 25 years experience in financial services, encompassing building society management, mainstream advice and fifteen years as an ethical specialist. He is active in promoting ethical investment to the wider financial & adviser community. Julian has held posts as Chair of the Ethical Investment Association and as a Board member of UKSIF. He currently sits on the Ethical Oversight Committee of Parmenion Investment Management and is a member of the Steering Group of the Ethical Finance Hub project. www.ethicalfutures.co.uk

Niaz Alam, Responsible Investment Consultant and Writer

Niaz is a qualified lawyer and has worked on corporate responsibility and ethical business issues since 1992. He was employed at EIRIS for 11 years until 2006 and has worked in senior posts for the Ethical Trading Initiative and UKSIF. In 2001. he was appointed to the Board of the London Pensions Fund Authority, on which he sat for successive term between 2001-2010. He is a member of the Editorial Board of Dhaka Tribune.

Ben Willis, Investment Manager and Head of Research at Whitechurch Securities

Ben joined Whitechurch Securities in July 2006 from Chartwell Investment Management where Ben held the position of Investment Manager of the discretionary management service. Ben holds the Investment Management Certificate (IMC) and the Diploma in Financial Planning and is jointly responsible for fund research and portfolio management. Ben is one of the leading commentators in the industry on fund research. www.whitechurch.co.uk


Martin Fox, Bulletinmarketing

Martin has been in financial services marketing for over 30 years. This included a range of roles at Legal & General, then Marketing Director at Prolific, and General Manager Marketing at Pearl Assurance, as well as a Director at Stradbrooke, a specialist financial services marketing consultancy. Martin has been involved in the climate change world for 8 years. This has involved product development (including credit cards, mortgages and motor insurance), and more especially sustainable investment funds. Now a director of Bulletin Marketing, Martin continues to help funds with their marketing strategy and development, and is on the Marketing Committee of UKSIF. www.bulletinmarketing.co.uk

Chris Welsford, Managing Director, Independent Financial Adviser and Investment Adviser, Ayres Punchard

Chris is a graduate of the University of Southampton (1986) with a B.Sc Hons in Social Sciences Politics. He joined the UK's first execution-only share-dealing service, Sharelink, as a Client Account Manager on the 20th October 1987 the day after Black Monday. He then worked in IT accountancy sales before joining one of the last Canadian mutual life insurance companies, Confederation Life in 1992 as a life Underwriter. In 1993 he joined Laurentian Mildon as a financial adviser and Mentor for their fees based financial planning service. He established Ayres Punchard in 1995 specialising in fees based advice and ethical investing, which remains a core value and a strong part of the investment process employed today. Chris believes that there is firm evidence to show that by taking Environmental, Social and Governance factors into account, when analysing investment funds and constructing portfolios, more sustainable investment outcomes can be achieved.
Chris is committed to the highest professional standards and holds the IMC (Investment Management Certificate) and is an IMC member of the Chartered Financial Analysts Society of the UK. He is also a Chartered Member of the Chartered Institute of Securities and Investment. www.ayrespunchard.co.uk

 

Lawrence Gosling, Group Editorial Director, Incisive Media

Lawrence Gosling is the group editorial director of Incisive Media and the founding editor of Investment Week, for which he stills writes a weekly column, Gosling's Grouse and regularly appears on BBC News. He was also the launch editor of IFAonline, and Mortgage Solutions, Cover and Bloomberg Money magazines, and one of the original judges for the Gold Standards. Lawrence founded Investment Week's Sustainable Investment Awards.


Deborah Benn, Chair, Judging Panel

Deborah is a financial journalist and editorial consultant. She edited Financial Times Magazine's Investment Adviser, as well as Incisive Media's International Investment magazine. Deborah works on a range of financial newsletters and magazines as well as conference and awards' programmes.

 

Notes:

Judges treat submissions as confidential and do not mark entries that may compromise their working relationship, independence or impartiality.