Head of Marketing
Aviva, Workplace Savings and Defined Benifits Solutions
Rosy Anand Head of Marketing, Workplace Savings and Defined Benefits Solutions, Aviva has worked for over 20 years in the financial services industry, with extensive experience in pensions. She is responsible for market development, digital transformation, strategic marketing and workplace member engagement. Prior to joining Aviva Rosy was Marketing and E commerce Director with Legal and General Workplace savings, managing defined contributions pensions and auto enrolment propositions, a position she held for over five years. Rosy has also had roles in global corporates such as Barclays, HSBC and Zurich.
Rosy is chair of the Gold Standard Awards and judge for the Women in Investment awards. She is also an assessor with Pensions Quality Mark.
Managing Director - Events
Simone Broadhurst is the Managing Director - Events for Incisive Media, an award winning B2B media and events business working in two core markets, financial services and technology. She joined Incisive Media in 2000 and in her current role has responsibility and accountability for the strategy and management of the events business. She has a keen eye for new product launches and delivers award winning events for Incisive Media.
Association of Investment Companies (AIC)
Annabel Brodie-Smith is Communications Director at the Association of Investment Companies (AIC). Her role is varied but chiefly focuses on communicating the uses and features of investment companies to the media, opinion formers, advisers and private investors. Annabel heads up the AIC's training and information programme for advisers and wealth managers. This aims to increase awareness and understanding of investment companies through seminars, conferences and online training tools.
Prior to joining the AIC Annabel worked at Hill & Knowlton, the PR Agency, where her work included working on the winning Athens 2004 Olympic bid, before joining the AIC in November 1997. After obtaining a B.A in Geography from LSE/King's College, and an M.A from Syracuse University in New York, Annabel went on to obtain a postgraduate diploma in public and media relations from the University of Wales.
HSBC Global Asset Management UK
Andy was named as Chief Executive Officer of HSBC Global Asset Management (UK) in January 2013. Having started his career stockbroking at Barclays de Zoete Wedd, Andy moved into mutual funds with Henderson before joining HSBC Asset Management for the first time in 1995. He then became Sales Director at Fidelity in 1998. After four years an opportunity arose to launch DWS Investments (a Deutsche Bank subsidiary) into the UK Retail Market. The business was successful and eventually sold to Aberdeen in 2005. Andy returned to HSBC as Head of UK Retail and in 2008 was given additional responsibility for wholesale distribution in the MENA region. In 2011 he became Regional Head of Wholesale, EMEA. In 2013 Andy was made CEO of the UK Asset Management.
Caroline Connellan has more than 20 years' experience in financial services. Before joining Brooks Macdonald she was Head of UK Premier and Wealth at HSBC where she led the transformation of the UK Wealth business. Prior to this she held a number of senior corporate roles, including Group Strategy Director at Standard Life, and had extensive experience in the wealth and asset management sector as a consultant at McKinsey. Caroline started her career as a Fund Manager with Newton Investment Management in London.
Louise is a partner at Camarco, a firm she founded with three others in 2014. She has over 25 years' of media and communications experience specialising in asset management, pensions and wealth management. She started her career working in-house at a specialist pension firm before moving into agency life and has never looked back. She has developed a network of top tier business and financial contacts, running critically acclaimed campaigns and on-going public relations programmes for a wide range of clients. Louise is exceptionally passionate about the financial services sector and believes in nurturing talented individuals. She runs an informal mentoring programme for those looking to come into the sector as well as those looking to develop their careers.
Personal Investment Management and Financial Advice Association (PIMFA)
Liz joined PIMFA, formerly the Wealth Management Association (WMA), as Chief Executive in 2014.
She has 27 years financial services experience, 17 of which as a successful Chief Executive. She successfully transformed and advised several businesses through redefining strategy, rebranding, change management and inspirational leadership, creating profitable businesses.
She has substantive experience of people and cultural risk, regulatory knowhow across the industry - banking, insurance and wealth management and providing the best practice guidelines for the industry to adopt to manage risk.
She is an accredited coach and industry leader encouraging collaborative participation of diverse groups of industry experts to address sector challenges and to leverage industry resources.
Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.
CFA Society UK
Will is chief executive of the CFA Society of the UK (CFA UK). CFA UK represents the interests of more than 12,000 members of the UK investment profession. The society 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 technical standards. Will leads much of the society's advocacy and engagement work and authored its 2016 report on the 'Value of the Investment Profession'. He has contributed to the development of CFA UK's Gender Diversity Partner Programme, is a member of the Diversity Project's steering committee and is currently involved in work to provide advice to government on the development of the social impact investment market. Will joined the society in December 2006 from Euromoney Institutional Investor plc. He is an affiliate member of CFA Institute and CFA UK.
Corporate Affairs Director
Jane is responsible for Quilter's corporate affairs function which encompasses external communications, stakeholder engagement, public affairs, responsible business, reputation risk management and the Quilter Foundation.
Board Adviser, Non Executive Director
Chartered Institute of Marketing qualified and digital marketing certified, with over 30 years experience in Financial Services, covering business and distribution strategy, proposition development and associated go-to-market activities. Joanna's passion is to help companies get closer to their customers, demonstrate their value and make it easier for them to do business. Now pursuing a portfolio career as a Non Executive Director, Business Consultant and Board Adviser.
Prior to her portfolio career, Joanna was Head of UK Financial Services at North Highland, a global consultancy firm specialising in customer experience and digital transformation. Previously, she worked in industry for Fidelity and eValue, a market leading digital provider of personal finance products and services. She has also worked for a number of Consulting firms, including KPMG, EY, Bacon & Woodrow (now Deloitte) and Tillinghast Towers Perrin (now Willis Towers Watson).
SQN Asset Management Ltd
Dawn Kendall is the Managing Director of SQN Asset Management Ltd, the UK manager of the SQN Secured Income Fund. She is also co-founder of Herschel Advisory Limited, a specialist consultancy for the finance industry.
Previously, Dawn was a Partner, Portfolio Manager and Member of the Executive Committee at TwentyFour Asset Management. She started her career at SG Warburg (now UBS) and has since held senior investment and management positions at Newton, Axa (Architas), and Investec Wealth. Her primary specialism is fixed income with an extensive background in investment trusts, structured finance, product development, marketing, risk, derivatives and hedge funds. She has a degree in Law and an MBA. She is an adviser to CityHive, the diversity network for the finance industry and member of the Guild of International Bankers.
Acting Editor & Chairperson
Natalie Kenway is acting editor of Investment Week. She first joined the publication in 2005 as junior reporter before working her way up to an editing role. She has a particular passion for covering diversity-related topics.
Director of Reporting, Assessment and Accountability
As Director of Reporting, Assessment and Accountability at PRI, Mandy ensures that institutional investors in more than 50 countries are able to effectively disclose their incorporation of environmental, social and governance (ESG) factors in their investment beliefs, strategy and decision making. She has designed and implemented an innovative framework for service providers to report their ESG approach.
Mandy liaises with global reporting and standard-setting bodies to support reform and improve the quality of transparency and disclosure. Previously, as Associate Director at the Maplecroft consultancy, she led research projects for clients in developed and emerging markets, advising on risk management and sustainability issues. She supports a number of London community and charitable initiatives.
Chief Marketing Officer International
BNY Mellon Investment Management
Anne-Marie is an internationally experienced asset management marketer whose career spans more than 15 years. Prior to joining BNY Mellon, she held a number of senior positions at M&G Investments, including Head of Pan-European Marketing. During this time, she pioneered the launch of the first financial blog in the industry. Previous roles include Friends Ivory & Sime (now F&C), Barclays and Scottish Equitable.
Anne-Marie is currently Chief Marketing Officer - International at BNY Mellon Investment Management EMEA. As a member of both the IM EMEA Executive Committee and the IM Global Marketing & Communications Leadership Team, she spearheads our marketing strategies for the region to support the growth of our IM EMEA business and our global IM organization more broadly. She has recently been named Investment Week's Marketer of the year and her team was also award Team of the Year 2015.
Deanna Oppenheimer is founder of CameoWorks. Recognized globally as one of the most influential leaders in financial services, she's a turnaround strategist known for her ability to transform entrenched institutions into forward thinking, customer-centric champions.
Deanna is currently serving as non-executive director for the following publicly-listed companies in the UK and continental Europe: Chair of Hargreaves Lansdown, a FTSE-100 financial services company; Tesco PLC (senior independent director and remuneration chair); Whitbread (remuneration chair); AXA Group. She also sits on the private boards of Seattle-based Joshua Green Corporation and Vettd. The firm advises BECU, and is also a senior adviser to Bain Consulting's global financial services practice and West Monroe Partners' customer experience team and several CEOs of early-stage private companies.
National Skills Academy for Financial Services
Peter Pledger is the Chief Executive of the National Skills Academy for Financial Services, a registered charity established in 2007 to provide financial capability education for the wider community and promote skills development, champion diversity and support employability in the financial services sector. Peter is Chair of the Young Adults Steering Group which is part of the UK Financial Capability Strategy. He has been appointed by the Secretary of State to the panel developing T-Levels for financial services.
Prior to this, Peter served as Chief Executive of South London Business (SLB), a business support organisation, for seven years. He set up one of the first Apprenticeship Training Agencies (ATAs) in England and established the Confederation of Apprenticeship Training Agencies with HRH Duke of York as Patron.
Peter was appointed by the Secretary of State for Education and Skills as Executive Director to lead London West Learning and Skills Council (LWLSC) and was responsible for the annual planning and funding of post-16 education across six local authority areas for six years.
Peter was a Governor of St Mary's University for nine years, a non- executive director of Greater London Enterprise for eleven years and a judge on the National Training Awards for seven years. He has also served as the Chief Executive of a private FE college and run his own skills consultancy.
Founder & CEO
City Hive – Women in Asset and Investment Management
Bhavini ‘Bev' Shah, is the Founder and CEO of City Hive, the only professional network dedicated to uniting, supporting and championing women at all levels of asset and investment management. Prior to setting up City Hive she clocked up over fifteen years' in the City at some of the world's largest financial institutions - Aviva, Aviva Investors, Merchant Securities (now part of San Lam UK), HSBC, Bear Stearns & Lehman Brothers. She has extensive multi-asset multi-manager investment and governance experience as a portfolio manager and research analyst with a 360-degree understanding off the industry having held positions on both sides of the fence (platform, asset manager and private client investment manager). She holds a BSc (Hons) in Economics and Accountancy from City University (CASS) and is an Advisory Board Member of the Association of Professional Fund Investors (APFI). As a British-Indian dyslexic woman, Bev's strength is diversity.
Head of Investment Management
With a 33 year career in Investment Management, Sarah's role has evolved from managing a client base in the Brewin Dolphin Marlborough office to becoming the first female executive director to sit on their Board. Sarah is currently Head of Investment Management at JM Finn; Board member of the Personal Investment Management & Financial Advice Association and on the Council of the Institute Of Directors where she is a member of the Nominations Committee and Chairman of the Constitutional Reform Committee and also chairs the Marie Curie Spring Arts Committee.
Karis Stander is the Managing Director for Investment20/20, which promotes career opportunities, typically starting with a one-year trainee programme, in the investment management sector to students. During her 3 years as MD, Invesmtent20/20 has reached out to 3,500 schools, colleges and universities in the UK. This is many more than any of its 35 employer partners could access on their own, and it is helping them meet their long term diversity objectives. In 2016 Investment20/20 won the Investment week Investment Marketing and Innovation Award.
Karis's own career comprises 6 years managing business development in the Talent & Careers Direction Service at the Financial & Legal Skills Partnership; 5 years at the Financial Services Authority (now FCA) specialising in learning, development and training; and, 3 years managing qualifications for the Chartered Institute for Securities & Investment (CISI). She moved to London in 2000 from her native South Africa where she read history and psychology at the University of Cape Town. She is married with two children.
Head of the Gender Equality Workstream
Jane began her investment career in 1982 at London Business School before moving to Russell in 1984 as their first full-time manager researcher. She moved to Watsons (now Willis Towers Watson) in 1992 to advise institutional investors on strategy, portfolio construction, manager selection and monitoring. She later specialised in researching global equity managers, private equity and infrastructure investments and led the indexation research team. She was on the executive committee for the investment consulting business until leaving in February 2017. Recent roles include oversight of the firm's inclusion and diversity initiatives and its leadership development programme. She is now an independent consultant and is a founder member of, and project manager and board member for, the Diversity Project. She co-leads the Diversity Project's gender workstream.
Jane has an MA in Politics, Philosophy and Economics from the Queen's College Oxford, an MSc in Economics (with distinction) from the London Business School (now known as an MBA) and an MSc in People and Organisational Development from the University of Sussex (Roffey Park Institute).