Speakers
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Dr Hannah Fry -
Vincent Franklin Vincent co-founded Quietroom in 2003. He’sspent more than 15 years helping financial serviceorganisations and government departments use language in a way that connects with the reader, strengthens relationships, and helps people make smarter decisions about the things that matter to them. His clients have included British Steel Pension Scheme, British Airways Retirement Plan, Bupa, DWP, Experian, HMRC, HSBC, Kodak Pension Plan,KPMG, Lloyds Banking Group, Prudential, Royal MailPension Scheme, The Cabinet Office, and Unilever.
Vincent started his career in the theatre. He’s still a working actor, managing to juggle his time between Quietroom and roles on TV (Gentleman Jack, Bodyguard, The Thick Of It and Cucumber) and in the theatre (This House at the National Theatre and Mary Stuart at the Almeida). He recently publishedhis first book, Menus That Made History.
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Dr Rachel Melsom Dr Rachel Melsom, Founder Medical Matrix Consulting
Dr Rachel Melsom, MBBS, is the Founder of Medical Matrix Consulting Ltd, and focusses on aiding and enhancing investors understanding of both the positive and negative health impacts of their investments, and highlighting areas for review to aid alignment of their funds with desired positive health outcomes, in addition to continuing to meet their financial objectives.
This is achieved through re-framing financial objectives utilising innovative thinking, aiding review of existing thought processes, frameworks and norms to deliver the required outcomes, and hence effect measurable change.
Rachel is also a practicing NHS doctor with an interest in the Care of Older Persons.
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Victoria Panormo Victoria has nearly 15 years’ experience advising UK pension schemes on pension and investment issues. She joined the Hymans Robertson DC Consulting team as a Senior Investment Consultant in November 2019, prior to that her career was at Aon advising DB and DC clients. Her expertise includes working as a senior consultant and client relationship manager for a portfolio of DC clients across a variety of sectors advising on investment strategy, plan design and plan governance.
Victoria hosts a regular slot on the “Hymans Robertson On” podcast channel which focuses specifically on DC Schemes and their topical issues.
Victoria is currently under COVOID-19 house arrest with her husband and two boys aged 4 and 8. The most recent skill Victoria has acquired is cutting her childrens’ hair – she says there is definitely room for improvement.
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Charlie Thomas Charlie joined Jupiter in 2000 and is currently Head of Strategy, Environment and Sustainability. He is the manager of the Jupiter Ecology Fund and the Jupiter Responsible Income Fund (Unit Trusts), as well as institutional assets, the Jupiter Green Investment Trust PLC and the Jupiter Global Ecology Growth fund (SICAV). He is also co-manager of the Jupiter Global Ecology Diversified fund (SICAV).
Before joining Jupiter, Charlie spent three years working for BP, first as an environmental policy adviser where he helped develop climate change strategies and sustainable energy policies for the group, and later as a commercial analyst working on new business development. He has also worked for the United Nations Environment Programme as well as other financial institutions.
Charlie has an MSc in Environmental Technology from Imperial College, London and a degree from Nottingham University.
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Maria Nazarova-Doyle Maria joined Scottish Widows at the start of 2020 to lead the customer investment proposition to market for the Pensions business. She is responsible for defining the investment offering across workplace savings, individual and longstanding customer segments. Maria is also responsible for incorporating sustainability in Scottish Widows’ investment design and is the spokesperson on investment matters.
Maria joined Scottish Widows from Mercer, where she had a role of Market Engagement Leader in their DC & Individual Wealth business, which she took up following the acquisition of JLT Group by Marsh & McLennan in April 2019.
For 6 years leading up to that, she had been Head of JLT’s DC Investment Consulting team, where she was tasked with enhancing JLT’s DC proposition through market leading research, development and advice for a wide variety of DC pension arrangements. Maria combined her thought leadership and proposition development role with her client facing role, advising a diverse portfolio of DC clients.
Maria joined JLT in early 2013 from Capita Employee Benefits, where she was mainly focussed on DC advice, although prior to that her background had been predominantly in Private Equity.
She holds an MSc in Strategic Planning and Investment from Newcastle University Business School and is a CFA charterholder. She is a regular speaker at DC industry events and a professional awards judge.
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Adam Paterson Adam is a Senior Investment Specialist within the Scottish Widows Workplace Savings team. His role to provide rationale to the adviser market for all investment related aspects of the proposition. Adam has worked for Lloyds Banking Group for eight years across a number of investment related roles, investment strategy and within the Private Bank as a Portfolio Specialist. Prior to joining Lloyds, Adam was a Portfolio Manager at Cornelian Asset Management. Adam holds an MSc in Investment Analysis from the University of Stirling. -
Jake Otto As an investment specialist in Investment Products and Strategies, Jake is responsible for the Global Bond and Global Impact Bond suite of investment approaches. He works closely with the Portfolio Management Team and investment directors to help ensure the integrity of their investment approaches, overseeing portfolio positioning, performance and risk exposures. He contributes to developing new products and client solutions, and manages business issues such as capacity, fees and guidelines. Among his notable milestones are establishing Wellington’s framework for assessing impact in fixed income markets and contributing to the development of processes such as KPI measurement.
As a speaker at various conferences and impact investing forums, Jake has made his core message clear: “The capital needed to curb climate change and other social and environmental challenges is massive. I believe it is going to take the involvement of institutional investors and public capital markets to make meaningful change in a short period of time. I am excited to be part of a team at Wellington that is committed to addressing these global challenges and evolving the impact ecosystem in fixed income markets.”
Prior to joining Investment Products and Strategies in 2013, Jake was an investment reporting analyst on the Client and Prospect Communications Team. Before moving to Wellington in 2011, he worked as a client service associate at Income Research & Management (2008 – 2011).
Jake earned his BSc in economics from Wheaton College (2008). He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Boston. Jake is a graduate of the Oxford Impact Investing Programme at the University of Oxford.
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James Bradbury As a relationship manager in the London-based Global Relationship Group, James is responsible for business development activities with the UK’s defined contribution pensions industry. He works closely with Wellington Management’s investment professionals to create solutions that meet the investment objectives of current and prospective clients.
Prior to joining the firm in 2015, James was an executive director at Goldman Sachs Asset Management (2005 – 2015), where he was responsible for client relationship management and business development within the firm’s insurance client base. James joined Goldman Sachs from the Royal Navy where he served for six years as a warfare officer (1999 – 2005).
James received both his MSc in Project Management (1998) and his BSc in Psychology (1997) from the University of Huddersfield. He also holds the Investment Management Certificate.
