Head of Investment – Ireland
Federated Hermes – International
Bio to follow…
Sarah Bratton Hughes
Head of Sustainability, North America
Her responsibilities include leading the sustainability strategy and ESG integration in North America. She joined Schroders in 2011 and is based in New York.
Previously, Sarah was an Investment Director at Schroders which involvedsupporting and representing the Schroders Sustainability Team as well as the Schroders US Small Cap and Schroders US Small & Mid Cap investment capabilities to clients and prospective clients. She was also responsible for ESG integrationin North America.
Sarah was an Associate Product Manager at Schroders from 2014 to 2017, which involvedsupporting the US Equities teams and representing the SchrodersUS Small & Mid Cap and Schroders US Large Cap investment capabilities to clients and prospective clients.She was a product executive on the same team from 2011–2014.
Prior to joining Schroders, Sarah was a Senior Analyst Investment Performance at JP Morgan Asset Management from 2010 to 2011, which involved supporting investor and client inquiries relating to investment performance reviews.
She was also a Client Service Associate at JP Morgan Chase from 2007 to 2010, which involved monitoring and implementing new account openings as well as maintenance of existing accounts.Qualifications: BA in Economics from St. Francis College; BSc in Business Management from St. Francis College.
Impax Asset Management
Sally is an actuary with pensions and investment experience as an adviser, trustee and non-executive director.
Sally works with the UK’s largest pension schemes in organisational effectiveness and governance projects with Avida International. She is Chair at Impax Asset Management plc, is a non-executive director at insurer Royal London and Local Pensions Partnership (LPP) Limited, where she chairs its FCA regulated investment company.
Until recently Sally was a trustee at the Nuclear Liabilities Fund and at both NEST Corporation and the Lloyds Bank pension schemes. She was Chief Executive Officer of the BP Pension Scheme in the interesting years of 2007-14 after twenty years with Aon Hewitt working both as a pensions and investment consultant and in research and innovation.
Sally is an Honorary Group Captain in 601 Squadron of the Royal Auxiliary Air Force.
Global Head of Regulatory Intelligence
Bio to follow…
AXA Investment Managers
Marie Fromaget joined AXA IM in May 2018 as an ESG analyst focusing on human capital and diversity. She is in charge of doing research and engagement on these specific thematic and has launched the 30% Club France Investor Group in November 2020, which she is co-chairing until end of 2021. Prior to this, she spent over 2 years working as an ESG research analyst at Kepler Cheuvreux, assessing social impacts along the value chain and providing investors with forward-looking research on ESG integration.
She also has previous experiences in the Sustainable Capital Markets service at BNP Paribas and in the Green Certificates and Carbon Credit sales business.
Marie holds a Master in Energy, Finance, Carbon from the University Paris Dauphine as well as a Magistère in International Economics and Finance.
Tatjana Greil Castro
Co-Head of Public Markets – Portfolio Manager
Muzinich & Co.
Tatjana is Co-Head Public Markets and manages the Muzinich Enhancedyield Short-Term strategy and the Muzinich Sustainable Credit strategy. She is a founding member of the European Leveraged Finance Association, a member of the ECB’s Bond Market Contact Group and a frequent speaker at investment conferences.
In 2019, Tatjana was appointed as an advisor to the Dalai Lama Centre for Compassion. Tatjana is a leading advocate for incorporating environmental, social and governance (ESG) practices into credit portfolios and her strategies have won numerous industry awards including ESG-specific awards. She is also a member of the Consultative Group for the Taskforce of Scaling Voluntary Carbon Trading. In 2018, Tatjana won Fund Manager of the Year (small to medium firms) at Investment Week’s Women in Investment Awards and in 2019, as well as 2020, she was one of the best 30 female fund managers globally as ranked by Citywire.
Tatjana joined Muzinich in 2007 from Metlife Investments, where she served as an Associate Director of the Higher Return Unit. Prior to that she worked as a Senior Portfolio Manager in European High Yield for Fortis Investments and as a portfolio manager and credit analyst at Legal & General Investment Management. She has a Ph.D. from the London School of Economics, a Masters from the Kiel Institute of World Economics in Germany, and an M.Sc/B.S. in Economics from the University of Vienna.
ESG Transformational Strategy Consultant
Stephanie Hamod is an advisor supporting businesses to define and implement Environmental, Social and Governance (ESG) strategies. She combines her passion for well-being and the environment, with her experience in defining and implementing transformational business strategies; to help companies and institutions transition into the new socio-environmental paradigm. She focuses on organisational culture and ESG factors to drive the Triple Bottom Line and business sustainability.
Stephanie has a breadth of experience across Financial Services, Hospitality, Retail, Marketing and Communications. She has run a family business as well as departments in large financial institutions. Throughout her financial services carrier, she managed the retail savings book of the 2nd largest savings bank in the UK. She was instrumental in establishing an alliance of 14 commercial banks covering more than 40 countries around the world to facilitate trade between clients of alliance banks, and has led innovative digital solutions and partnerships including with the Chinese marketplace JD.com.
With a multi-cultural heritage herself, she recruited and led the most diverse and international team at a leading UK bank, within a workforce of over 24,000. She has also experienced the tensions between company mission and leadership behaviours first-hand. Having used CultureScope in this scenario, she realised the power it brings to the corporate culture.
Stephanie complemented her master’s degree in Marketing from Kingston University, UK, with executive education in Sustainability Management from The Sustainability Management School, Switzerland, and in HR Management and Analytics from The Wharton School, Pennsylvania.
Head of Governance
BMO Global Asset Management (EMEA)
Kalina is a Director within BMO Global Asset Management’s Responsible Investment team which she joined in 2014 (while still F&C Investments). She has over 15 years’ experience in corporate governance and responsible investment having previously worked at Governance for Owners/GES and Fidelity International. Kalina leads on the Responsible Investment team’s work on corporate governance and oversees stewardship activities, including corporate governance engagement and proxy voting, as well as supporting the integration of ESG factors into BMO’s investment process for different strategies. Kalina has an MSc in Regulation from the London School of Economics, and a postgraduate certificate in Finance from Birkbeck. She is bilingual in English and Bulgarian.
Head of ESG Client Strategies EMEA
Invesco – London
Maria Lombardo is Head of ESG Client Strategies Emea at Invesco, a global asset manager company. In her role she leads Invesco’s client solutions on ESG in EMEA that involves advisory, thought leadership and advocacy; she is leading Invesco’s Climate change plans , including the development of climate change product solutions and the coordination of disclosure reports, such as CDP and TCFD. Maria has more than 25 years of experience, serving as a manager director in investment banking and equity capital markets. In recent years she followed her passion for sustainability and became an expert in responsible investing and sustainable finance. Maria is an advisor for the CFA UK Climate Change program and a Mentor for the Accelerator and Sustainability Hub at Cambridge University Institute for Sustainability Leadership.
Maria holds the ESG CFA and a diploma in Responsible Investing at the Cambridge University Institute of Sustainability Leadership. Maria graduated in Economics of Financial Intermediaries from Bocconi University in Milan and holds a CEMS (Community of European Management School) MBA jointly awarded by UCLL University in Brussels and Bocconi University. She is fluent in English, French and Italian. She is a board of director at the London Women’s Forum, an investor members organisation promoting women’s careers in finance.
Global Head of Middle Office & CSR Manager
Dalton Strategic Partnership LLP
Zeynep is the Global Head of Middle Office at Dalton Strategic Partnership LLP which she joined in 2017. At Dalton, Zeynep, focuses on day to day management of the Operations function with oversight of both Back and Middle Office and is also a member of the Firm’s ESG Committee. Zeynep was previously at State Street Global Advisors managing a team of Portfolio Analysts providing support to the equity portfolios primarily within EMEA. Prior to that, she was Head of Operations at Frere Hall Capital Management LLP where she joined prior to launch. Prior to this, she worked within the operation teams at Red Kite Capital Management LLP and Blue Gold Capital Management LLP.
Zeynep holds a BSci (Hons) in Mathematics and Management from University of Liverpool and is a Part-Qualified Accountant.
Co-Founder – Head of Investments and Sustainability
Kathryn McDonald is the co-founder of Radiant ESG, a consulting firm that advises on approaches to ESG investing and programs that promote diversity and inclusion with an emphasis on culture. Prior to this she was Head of Sustainable Investing at Rosenberg Equities, overseeing the integration of ESG information in Rosenberg’s investment process and leading the firm’s ESG and impact research effort. Kathryn holds an undergraduate degree in Economics from Willamette University, and a Master of International Management from The American Graduate School of International Management. She is the founder of Aquanos Collective, a company dedicated to the exploration of innovation in water infrastructure and technology, and a member of the Board for the Responsible Investment Association of Australasia (RIAA).
Chief Behavioural Scientist
Hani Nabeel is the Chief Behavioural Scientist at iPsychTec, a world leading People Analytics and behavioural science company. He is the architect and founder of the award winning and ground–breaking CultureScope behavioural analytics platform for scientifically measuring and embedding organisation’s desired culture using predictive analytics and actionable insights.
Hani has over 20 years of experience delivering Leadership & Talent Management Consulting services as well as quantitative behavioural research. Hani also has an MSc in Occupational Psychology, an MSc in Advanced Research Methods, a BSc in Physics and holds a commercial pilot license.
Hani is a regular guest at organisational culture and data analytics events such as the Wharton and Tucana People Analytics conferences and a frequent contributor to the UK Finance Academy & Forums. Hani has written articles on culture in the Business Times, Executive Grapevine, Disrupt HR, HR Director and HR Zone. Hani is a lecturer and a talent development consultant for a number of corporate universities.
Co-Founder and CEO
Heidi is the co-founder of Radiant ESG, a consulting firm that advises on approaches to ESG investing and programs that promote diversity and inclusion with an emphasis on culture. Most recently, she was the CEO of Rosenberg Equities. Under her leadership, Rosenberg became the first fully ESG integrated quantitative manager.
She is a diversity advocate, forwarding the dialogue through speaking engagements worldwide. She has a Bachelor’s Degree in Economics from the University of California, Berkeley, a CFA charterholder, and a member of the Advisory Council for the Center for Equity Gender and Leadership at the HAAS School of Business.
Investment Director, Emerging Market Debt
Oli Shakir-Khalil is an Investment Director at Fidelity International covering Emerging Market Debt and Money Market strategies. Prior to joining Fidelity, Oli spent three years at Goldman Sachs Asset Management working as a Fixed Income Product Manager supporting the Emerging Market Debt business. Oli graduated from Trinity College, University of Cambridge with an MA (Hons.) degree in Classics and is a CFA charterholder.
Oli is passionate about Diversity & Inclusion in the workplace, specialising particularly in Mental Health issues and LGBT+ inclusion. He is a trained Mental Health First Aider and instructor, responsible for providing support on wellbeing topics and training others around the organisation in Mental Health First Aid. He also founded Fidelity’s LGBT+ network and is now responsible for Fidelity’s Global LGBT+ Ally programme.
Human Resource Director and D&I leader
An internationally recognised HR Director, Diversity & Inclusion (D&I) and Wellbeing thought leader whose achievements were recognised in the 2020 Insurance Business Global 100 influential people for creating inclusive workplace cultures. Winner of “Ambassador of the year’ 2020 Women in Finance Awards. Highly Commended for Diversity Champion of the Year 2020 – Financial Adviser Diversity in Finance Awards.
Tali is a member of the advisory board for several diversity and inclusion organisations ranging from age diversity and mental health.
An acknowledged D&I specialist who has sat on several insurance and financial services market led diversity, inclusion and wellbeing advisory groups and committees’, a regular spokesperson at events and panel sessions. Adviser to CEO and Board, leading organisational design requirements to ensure profitable and strategic business targets are met. Led a multi-discipline HR function including organisational design, reward, learning & development, employee relations, engagement and culture. Successful track record in business and cultural transformation having set up global operations across AsiaPac, South Asia and Middle East ensuring operational and cultural alignment through a cohesive people strategy. Creates a progressive, agile and commercial people strategy to ensure an enriched, inclusive culture.
An acknowledged D&I specialist who has sat on several insurance and financial services market led diversity, inclusion and wellbeing advisory groups and committees’, a regular spokesperson at events and panel sessions. Regularly quoted in the trade press on progressive HR strategies, D&I, wellbeing and talent. Tali is also a judge on several market awards from Chartered Institute Personnel and Development (CIPD), Insurance D&I, Business Culture and Mental Health and Wellbeing.
A successful career coach supporting people to achieve breakthroughs as we work in partnership to unlock their potential and talent. Passionate to support people in their career journey or to unlock their talent and potential through one to one coaching, group training or group coaching. A successful career coach supporting people to achieve breakthroughs as we work in partnership to unlock their potential and talent.
Paul Sinthunont is a senior analyst at Aite Group, specializing in buy-side research. He covers buy-side trends in technology, operations, and regulation. His core focus is on portfolio management systems, risk management, performance attribution and measurement, Environmental Social and Governance (ESG), investment accounting, and client reporting.
Before joining Aite Group, Mr. Sinthunont was a research consultant at CoreData Research, where he led the research efforts covering trends in both intermediary and institutional investor channels. This included producing market insight studies, white papers, and thought leadership for both asset managers and asset servicers such as State Street, Invesco, Natixis Investment Management, Janus Henderson, and Vanguard. Topics covered included portfolio strategy, client engagement, manager selection, ESG integration, alternative investing, and factor investing.
Mr. Sinthunont holds a B.A. in Politics, Philosophy and Economics from the University of Manchester, an M.Sc in Economics from the University of Warwick, and an M.Sc in Public Policy from University College London. He has completed Level III of the Chartered Financial Analyst program. He is fluent in both English and Thai.
Experienced Business Advisor on People Challenges
Following a 33 year career at PwC, Jon retired in June 2020 and now is a business advisor on people issues, supporting organisations who are driving positive change. His roles include being a member of Diversity in Hospitality, Travel and Leisure’s (WiHTL) Advisory Board, a member of Diversity Project’s Advisory Council, a member of the Advisory Board of Money A&E and mentors a number talented individuals from all backgrounds, including supporting UpReach.
At PwC, for his last decade Jon was the Global Financial Services People Leader and a member of the Global Financial Services Leadership Team, with responsibility for the network’s strategic people issues, including a focus on creating a more diverse senior leadership. He also led PwC’s UK Diversity and Inclusion consulting practice, supporting organisations across all sectors on their diversity and inclusion challenges.
Jon has led the research and launch of numerous reports on diversity and inclusion, including within the investment management, hospitality and leisure, travel, food and grocery sectors as well as on issues facing LGBT+ talent. Jon is a passionate ally for equality and a frequent public speaker and contributor to the media and honoured to have been named one of Outstanding’s Top 50 Ally Executives in 2019.
Global Segment Leader: Family Offices, Financial Intermediaries & Multinational Clients-Wealth
Cara Williams, Senior Partner, is Global Leader for Financial Intermediaries and Family Offices. Located in London, Cara develops and drives the strategy for Mercer’s work with financial intermediaries, wealth management firms and family offices globally.
She ensures clients’ needs are appropriately met with a wide array of solutions from market insights, manager research, asset allocation to deal sourcing and establishment of investment platforms and solutions. Cara presents regularly on global investment trends in wealth management as well as on Mercer’s When Women Thrive platform for Financial Services. With over 24 years of experience in the pensions and investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005.
Before joining Mercer in the UK, Cara held roles in New York with Merrill Lynch Investment Management, and also for the French bank, CDC, where she oversaw European sales for their Investment Management group. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is also an active mentor for external programs supporting and promoting women in their careers. Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance.