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Confirmed speakers for the Pensions Age: Rising to the Challenge
conference include:

KEYNOTE SPEAKERS

Nigel Waterson MP, Shadow Minister for Pensions and Conservative Spokesman for Older People

Partha Dasgupta,
Chief Executive, Pension Protection Fund (PPF)

June Mulroy, Executive Director of Business Delivery, The Pensions Regulator

Malcolm McLean, Chief Executive, The Pensions Advisory Service (TPAS)

Helen White, Assistant Director of Retirement Policy, The Association of British Insurers (ABI)

GENERAL SPEAKERS

Paul Armitage, Head of DC Pensions, HSBC Actuaries and Consultants

Philip Bach, Director and Fund Manager for Tailored Accounts, ING Real Estate Investment Management

Marwan Naja,
Head of Private Equity, Pictet & Cie

David Porter, Head of Defined Contributions, Xafinity Paymaster

David Schofield, President, International Division,
(INTECH, Janus Capital Group)

Richard Warne, Head of UK Institutional Business, and Paul Moody, Head of Investment Development, Morley Fund Management

CHAIR FOR THE DAY: Roger Cobley, Chairman of Stamford Associates

Speaker biographies

Partha Dasgupta,
Chief Executive,
Pension Protection Fund (PPF)


Partha Dasgupta was appointed Chief Executive of the Pension Protection Fund in June 2006. He joined the Pension Protection Fund in January 2005 as Director of Investment and Finance where he led the development of the risk based levy and investment strategy.

Prior to joining the Pension Protection Fund, Partha spent ten years at Barclays Global Investors most recently as Managing Director, Fixed Income Europe.

Partha started his career in 1991 at the Prudential as a valuation analyst. He is also a non-executive director of the UK Statistics Authority.

Partha has a first class honours degree in mathematics from Heriot-Watt University.



Nigel Waterson MP,
Shadow Minister for Pensions &
Conservative Spokesman for Older People


Nigel Waterson was first elected as Member of Parliament for Eastbourne, Willingdon and East Dean in 1992. He lives in Wannock with his wife Barbara and two teenage children, Louise and Stephen.

Nigel is a solicitor by background and finds this very useful in helping constituents with their problems. He holds regular Advice Surgeries and deals with hundreds of letters and e-mails from constituents every week.

Nigel is Shadow Pensions Minister as well as Shadow Minister for Older People. He has recently been re-elected as Chairman of the All-Party Group for Older People. He is also an officer of the British-Cyprus Group.

In his spare time, Nigel likes to walk on the Downs, work in the garden and support Eastbourne Borough. He is Patron of a number of local charities, including the Multiple Sclerosis Society and the Link Centre for Deafened People. He is also President of the Eastbourne Constitutional Club and a Vice President of Age Concern Eastbourne.



Malcolm McLean OBE,
Chief Executive,
TPAS

Malcolm McLean has been Chief Executive of TPAS – The Pensions Advisory Service - for the last ten years. Prior to that, he was General Manager/Secretary to the former Occupational Pensions Board.

His earlier career was mainly as a civil servant with the then Department of Social Security on pensions policy and at the “sharp end” in the delivery of benefits. He was seconded for a year in the financial services sector with Barclays Bank.

Malcolm is a regular speaker on pension courses and conferences and often broadcasts on radio and television. He is probably best known to daytime TV viewers for his frequent appearances on BBC2’s Working Lunch programme where for the last 6 years he has been the “resident pensions expert”.

During his time with TPAS Malcolm has received several industry awards, the most recent being the prestigious “Greatest Single Contribution to Occupational Pensions 1998 to 2007” at the UK Pensions Awards held in April last year.

 

June Mulroy,
Executive Director of Business Delivery,
The Pensions Regulator

June Mulroy is the Pensions Regulator's executive director of business delivery. This is the core operational function of the organisation, with responsibility for capturing scheme information, mitigating risks to scheme members' benefits and promoting better administration of pension schemes.

An ex-psychologist and chartered accountant, June worked in large corporates and in banking for over 17 years as a dealer/risk analysis specialist and consultant.

Recognising the strong element of change management in all her previous roles, she moved into the NHS and worked in two acute Trusts, one of which was the 'flagship' of the NHS at the time, Chelsea and Westminster Hospital.

Since then June has worked in Switzerland and Paris, the latter being for the UN in UNESCO.

Helen White,
Assistant Director of Retirement Policy,
Association of British Insurers (ABI)

Helen White is Assistant Director of Retirement Policy for the Association of British Insurers (ABI). Helen and her team lead the ABI's work on issues at both the UK and EU level affecting pension saving and the market for retirement products.

Prior to joining the ABI, Helen worked for the Treasury on international tax policy, and for HMRC as a tax and National Insurance policy adviser on security-based earnings.

She also spent four years working for the European Commission's Directorate General for the Internal Market and Financial Services. Prior to this she also spent a year working for the European office of one of the leading international consultancy firms.

 

Paul Armitage,
Head of DC Pensions,
HSBC Actuaries and Consultants

Paul has been in the financial services industry since 1991. After being trained by Standard Life and then Prudential. Paul has been employed by HSBC Actuaries and Consultants Limited since 1997, working as part of the IFA unit, providing to employer and member advice to contract-based schemes. Paul has become a specialist in at-retirement advice, and provides advice to a number of clients in Unsecured Pensions.He was promoted mid-way through 2008 to Head of DC Pensions, and now manages the IFA unit on a national basis.

 

Philip Bach,
Director and Fund Manager for Tailored Accounts,
ING Real Estate Investment Management


Philip Bach is a director of the Tailored Accounts team at ING Real Estate Investment Management. He is Fund Manager of the company’s segregated accounts and focuses on the performance of these funds which includes overseeing the strategic asset management of a wide range of properties designed to enhance performance.

Philip has 14 years experience in the management of balanced direct property portfolios on behalf of institutional clients, specialising in creating bespoke portfolio strategies across all commercial property sectors. Philip is a Member of the Royal Institution of Chartered Surveyors.

 

Paul Moody,
Head of Investment Development,
Morley Fund Management

Paul Moody is Morley Fund Management's Head of Investment Development. He is responsible for leading and managing a team of product specialists across all asset classes. He has personal responsibility for multi-asset funds, asset allocation and structured products.

Upon joining Morley in 1990, Paul developed Morley’s SRI ‘Sustainable Future’ range of funds in the UK and Europe. Prior to Morley, Paul worked for NPI which became part of Henderson Investors when NPI was taken over by AMP. He holds a BA (Hons) in Economics, DipPFS (Personal Finance Society Diploma) and the UKSIP Investment Management Certificate.


Marwan Naja,
Head of Private Equity,
Pictet & Cie

Marwan Naja is Head of Private Equity at Pictet & Cie, one of Switzerland's leading private banks with assets under management and administration of approximately $400 billion. He has overall responsibility over the Bank's $12 billion private equity business including fund of funds products, discretionary mandates and advisory. Mr. Naja's private equity career extends back over 15 years.

His experience includes positions as Managing Director and Head of the Emerging Europe, Middle East & Africa Private Equity Group at Bankers Trust / Deutsche Bank, Partner at Fay, Richwhite focusing on LBO and technology investments and CEO of his own firm where he focused on venture investments.



David Porter,
Head of Defined Contributions,
Xafinity Paymaster

David Porter joined Xafinity Paymaster in March 2007. David has responsibility for the ongoing development and strategy of Xafinity’s
DC offering and is also responsible for strategic project delivery
across TPA.

David has worked in the financial sector for 18 years, starting life as a business analyst for Rothschild Asset Management. David has worked in the outsourced pensions administration arena for the last 9 years, fulfilling operational positions with Aon Consulting and project and client responsibilities for Capita Harsthead.




David Schofield,
President,
International Division, INTECH (Janus Capital Group)


David Schofield is the London-based President of Janus Capital Group subsidiary INTECH’s international division where he is responsible for developing, implementing and managing the international business effort for INTECH outside the United States.

His position as business head for INTECH internationally also incorporates a role as investment specialist responsible for representing INTECH's proprietary investment process to investors and consultants outside the US.

Prior to focusing on INTECH in 2006, David was responsible for developing Janus Capital Group’s institutional activities in Europe
and the Middle East and had further responsibility for international
consultant relations.

Before joining Janus in 2001, David spent 15 years in investment banking focusing on major institutional investors in Germany, France and the UK. During this time he worked for Salomon Brothers, Lehman Brothers and UBS in New York, London and Frankfurt.





Richard Warne,
Head of UK Institutional Business Development,
Morley Fund Management


Richard Warne is responsible for developing Morley’s Business with Institutional Investors in the UK and for managing the relationships with investment consultants. Richard joined Morley in October 2007. Prior to Morley, Richard worked at JPMorgan Chase for seventeen years where he held a number of diverse roles, including managing JPMorgan’s relationship management Team in EMEA for the investor services business. Prior to this he was responsible for Investment and Execution Products globally for JPMorgan Investor Services and was responsible for Securities Lending in the EMEA region.

Richard has held executive positions for the International Securities Lenders Association (where he was the Global Custodian Representative) and was a Director of Eqilend Europe Limited, a member of the Bank of England Stock Borrowers and Lenders Committee and The Bank of England Gilt Repo Code of Conduct Committee.

Richard was previously employed as a solicitor for the law Firm of Slaughter and May where he specialised in corporate finance and capital markets.



Chairman for the event:
Roger Cobley,
Chairman of Stamford Associates


Roger Cobley has spent his entire career working in pensions. After working for two insurance companies, he became an international benefits consultant with Martin Paterson Associates (now part of Buck Consultants), and then worked for Rank Xerox as International Benefits Manager. Roger moved back into consulting as manager, international consulting with Mercer, and finally became international benefits director for Fisons plc. He is now the Chairman of Stamford Associates Limited, Chairman of the trustee board of three pension funds and a member of the investment sub-committee of another major fund. He was elected President of the PMI in 2003. His two year term of office ended in July 2005.


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