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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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