Ebru Smith Consultancy
Ebru Smith worked in the financial services industry for over 20 years starting her career as an analyst & reporter at Bloomberg when they first launched their offices in London. She briefly worked as an Economic Assistant at the British Embassy in Ankara, followed by her role as a Client Services Manager at Schroders working with institutional pension funds. For 10 years she worked at Reliance Mutual Insurance Society managing a £450mn UK Equity Fund as well as co-managing the Society's other funds including their Life & Pension Funds. She worked as a buy-side analyst at Duncan Lawrie Private Banking helping the team set up tailored portfolios using her skills in portfolio construction and asset allocation. She was appointed Director at Brewin Dolphin, charged with managing their £550mn AUM as Head of Portfolio Management. She decided to start up her own company in 2018; Ebru Smith Consultancy Limited, to make better use of her multi-skills and give something back to the industry as an analyst, trainer, mentor & marketing consultant at Denny Ellison and as an investment consultant for Incisive Media.
Foreign Press Association in the UK
Niaz Alam is a responsible investment consultant and writer. A qualified lawyer, he has worked on corporate responsibility and ethical business issues since 1992. He was appointed as a non-executive director of the London Pensions Fund Authority in 2001 with a remit to advise on human rights and RI and sat on its board till 2010. He has worked as an independent adviser to trade unions and NGOs and served in senior roles at EIRIS, UKSIF and Dhaka Tribune. He is the current Hon. Secretary of the Foreign Press Association in the UK.
Communications and Campaigns Director
Charlene joined UKSIF in September 2013 and is Communications and Campaigns Director. Charlene directs the UKSIF brand, PR and communications which range from helping investment analysts to integrate ESG and sustainability factors to encouraging asset owners to meet their fiduciary duties around climate change. Charlene also directs Good Money Week, the national initiative promoting sustainable and ethical finance and investment to retail audiences. Campaigns include Who Fund the World and Mention the Pension. Before UKSIF, Charlene worked on cause and policy-led campaigns and marketing for charities, think-tanks and campaign groups such as Centre for London and 38 Degrees. Charlene has a degree in Politics and Philosophy from the University of York.
Global Head of ETF, Index and Smart Beta Strategic Clients
Ashley Fagan joined Amundi in January 2019 as Global Head of ETF, Index and Smart Beta Strategic Clients and Head of Development for UK and Ireland.
Prior to joining Amundi, Ms. Fagan worked at BlackRock for 10 years, most recently as Head of the iShares UK & Ireland Institutional Team. Prior to that, Ms. Fagan led the iShares Corporate Segment for EMEA and Insurance and Pensions for the UK & Ireland. Ms Fagan also worked at Barclays Investment Bank in the European CDO Division and held roles at a number of Canadian banks including RBC and Bank of Nova Scotia.
Ms Fagan holds a BA (Honors) in Economics and Business from the University of Waterloo, Canada and is a CFA Charterholder.
Alternatives Fund Analyst
Tilney Investment Management Services Ltd
Louie is a Senior Research Analyst and Portfolio Manager at Tilney. He joined the firm in 2011 and specialises in infrastructure, renewables and sustainable investing.
At Tilney, Louie has primary responsibility for ethical and sustainable fund selection, ESG research and is a portfolio manager on Tilney's successful ethical fund of funds.
Out of the office Louie is an elected London Councillor.
Senior Investment Manager
As a Senior Investment Manager and CF30, Andrew's role encompasses all aspects of portfolio management, fund selection and asset allocation. Additional responsibilities include portfolio analysis, risk profiling, marketing, operational support, sales support, dealing, website maintenance and attendance at numerous events and committees.
He is tasked with developing and managing a wide range of investment solutions and has a particular passion for enhancing Parmenion's Ethical portfolio range and supporting literature. Andrew has a degree in Economics from the University of York and is a CFA Charterholder with 10 years' experience in the financial services industry, having spent the last 8 years in investments working with Rathbone Greenbank initially before joining Parmenion in November 2010.
Andrew was awarded a position in the Wealth Manager Top 100 2017 and 2018, which recognises the most influential people in fund selection across the private client industry. Andrew is also part of Citywire's exclusive class of rising wealth talent, having been awarded a position in their annual Top 30 Under 30 league for 2014, 2015, 2016, 2017 and 2018.
Social Stock Exchange
Pradeep is the Co-founder of the Social Stock Exchange and was its first CEO and the Chair of its Admissions Panel. The SSX is a trading platform for publicly listed social impact businesses looking to raise capital on the primary market and trade in the secondary market: it is for profit-with-purpose companies who are able to demonstrate that their core product or service addresses a social or environmental need - in addition to seeking market-rate or market-beating returns - through the publication of an impact report.
Prior to the development and launch of the SSX in June 2013 Pradeep spent three years at the London Stock Exchange as its New Product Development Manager. At the LSE he built, developed and launched the Corporate Responsibility Exchange: a disclosure platform for extra-financial (ESG) indicators. Pradeep has experience of gaining regulatory approval from the FCA for new products and has worked with both the issuer community and institutional investors.
Prior to his career at the LSE, Pradeep was Founder and Head of FTdynamo.com, a Financial Times business and management information portal.
Pradeep has previously 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 business marketplace.
His contacts and experience are global, spanning: social ventures, impact investors, institutional investors, wealth managers, intermediaries, financial products, public policy, investor relations, impact measurement/reporting, and capital markets and SRI generally. He has a global reputation as an innovator and entrepreneur in these fields.
Pradeep is a longstanding judge of Investment Week magazine's Sustainable Investment Awards, was on Tomorrow's Company's Tomorrow's Capital Markets working group, and is a Fellow of the RSA. He holds a BA (Hons) from the University of British Columbia and an MA from the University of Sussex.
Head of Impact Investing
Damien acts as Head of Impact Investing at EQ Investors and has been managing the EQ Positive Impact portfolios since their launch in 2012. Damien enthusiastically spreads the word of impact investing both to asset managers and financial advisers. EQ Investors is a wealth manager focusing on impact investing and was one of the first UK companies to be awarded B Corporation status, an internationally recognised standard for companies that believe in business as a force for good. Before joining EQ Investors, Damien worked for Bank of America Merrill Lynch being responsible for asset allocation, security selection and portfolio construction. Damien has an MSc in Management from Reims Management School and an MSc in Wealth and Asset Management from ESCP-EAP Paris Business School. He is also a CFA Charterholder.
Brendan Llewellyn, Director and Co-Founder of Adviser Home - helping advisers run and develop their practices - has over 30 years' experience in management, leadership and marketing. He has worked as a consultant and coach with over 50 companies from leading multi nationals like GE Capital, Barclays and Aviva through to a range of SMEs, focussing on strategy, proposition development, communication advice and delivery. In delivering consultancy he draws on 20 years' experience in corporate management. His particular focus is the inter-relationship between strategy and communication. He has a regular thought piece commenting on the financial services sector with Incisive Media - "Armchair Critic"
Senior Director, Investment Research
Sophie is a senior member of Stanhope Capital's investment research team, focusing on equity and equity long-short fund selection. Sophie sits on Stanhope's Fund Selection & Asset Allocation Committee, the firm's Footprint Committee, and chairs the firm's Responsible Investment Oversight Committee. Much of her work in recent years has been on the development of a responsible offering for clients and incorporating responsible investment factors into the firm's due diligence processes. Before joining Stanhope in early 2015, Sophie worked as a private client wealth manager at Whitley Asset Management.
Investment Director- Head of Responsible Investment Service
Ben joined the Brooks Macdonald graduate programme in 2011, before qualifying as an Investment Manager in 2014. In 2017 he approached the Investment Committee with a plan to develop Brooks Macdonald's approach to Responsible Investing. The aim was to create a framework that allowed the effective management of multi asset portfolios that meet the dual objective of reflecting responsible investment principles, whilst providing strong risk adjusted returns. After 18 months of development this resulted in the launch of Brooks Macdonald's Responsible Investment Service in October 2018.
Head of Sustainable MPS
Phoebe Stone is Head of Sustainable MPS at LGT Vestra. She is responsible for running the LGT Vestra Sustainable Model Portfolio Service (SMPS), the Model Portfolio Service (MPS), the LGT Vestra Multi-Asset fund range and the LG Vestra Sustainable Multi Asset fund. Phoebe has run portfolios at LGT Vestra for the last five years and is passionate about sustainable investing, the opportunity it offers to investors and the overall contribution it makes toward the health and wellbeing of the planet and its people.
Head of Communications & Charity Impact
Lisa Stonestreet has over 10 years of experience in the sustainable and responsible investment space. Lisa is currently Head of Communications & Charity Impact at the EIRIS Foundation. Lisa was previously with the UK Sustainable Investment and Finance Association (UKSIF) originally as Member Services Executive but more recently as the Programme Director of UKSIF's Market Programme supporting the growth of UK market demand for responsible investment and other financial services that advance sustainability through activities such as Good Money Week, the Ethical Investment Association and support for Pension Funds and Charity Investors. Lisa initially developed an interest in sustainable finance while studying Finance and Environmental Economics and completing her dissertation on Ethical Investment Funds in South Africa. Lisa has been involved in various sustainable investment related advisory committees and project teams for a number of research reports and initiatives.
Canaccord Genuity Wealth Management
Patrick is an Investment Director and Head of ESG at Canaccord Genuity Wealth Management. He sits on the firms Portfolio Construction Committee, Fund Selection and Investment Trust Committee. He is a media spokesman for the firm and is quoted regularly by a number of financial outlets including the Financial Times. He has been included in the Citywire Top 100 Fund Selectors in 2017 and 2018.
Ayres Punchard, Impact & Sustainable Investment Specialists
Chris Welsford, Managing Director, Independent Financial Adviser and Investment Adviser. 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.
In addition he holds the Chartered Insurance Institute's CF8 Long Term Care Insurance qualification and is therefore qualified to provide advice to clients and their representatives on matters associated with long-term care fees planning, affairs of the elderly and those in need of, or already under, a power of attorney.
Ayres Punchard won at the Sustainable Investment Firm at Worthstone's SIA Impact Awards 2018.