Julia Streets is a business woman, writer and comedian.
Julia is regularly booked as a host, chair or keynote speaker at industry conferences around the world. She is an evangelist and commentator on innovation and change, particularly in the world of financial services & technology and is called upon to talk about diversity and inclusion.
As an entrepreneur, Julia is the Founder and CEO of Streets Consulting, the business development, marketing and communications consultancy working with clients – from early stage startups to some of the world’s largest organisations. She has enjoyed a 25+ year career in financial services and previously held senior executive positions at the stock exchange group NYSE Euronext and the international brokerage firm, Instinet.
Julia was been named one of Brummell Magazine’s 30 Inspirational Women on Boards. The same City publication named her one of their 30 Inspirational Women Entrepreneurs and 30 Women of Influence. She is regularly named one of the 30 Power Women in Fintech by Innovate Finance and this year has been shortlisted as Fintech Champion in the Women in Finance awards.
In addition to running the City business she founded, Julia regularly performs at corporate events, hosts gala dinners, is an after dinner speaker and an auctioneer. Julia has been written about in The Financial Times, City AM, The Daily Telegraph; she has been featured on BBC Radio 4‘s Today Programme and is a regular guest on BBC Radio Kent's Drivetime show discussing her favourite topic of business, comedy and the comedy of business.
Julia has been featured on radio, TV and in the national and regional press, and is the host and executive producer of DiverCity Podcast, exploring the subject of diversity and inclusion in financial services.
Comfortable on large stages, Julia has been invited to host royal, charity and industry gala dinners and awards, drawing on a mass of her own comedy material observing corporate behaviour.
In 2012 Julia's first book 'The Lingua Franca of the Corporate Banker' was published, lampooning the excessive use of corporate jargon. Julia also pens the light-hearted 'Watercooler' column in the Chartered Institute of Management Accountants' global monthly magazine.
She proudly serves as a Trustee for Street Child, a charity dedicated to improving the lives of children and their communities in post-conflict, hard to reach territories by delivering a sustainable approach to education.
Megan joined the Financial Conduct Authority (FCA) in September 2015
as Executive Director responsible for the supervision of Wholesale
Banking, Investment Management, Life Insurance and Financial Advice.
Megan is also responsible for Specialist Supervision including
Prudential, Financial Crime and Client Assets.
Megan was previously the Executive Director of International Banks Directorate
at the Prudential Regulation Authority (PRA). She joined the Bank of England in
April 2013 as Executive Director of International Banks Directorate after moving
from the Financial Services Authority (FSA).
Megan has been a supervisor since 2008, when she became Head of the
Department responsible for the supervision of the UK operations of the major
investment banks. Prior to moving to supervision, Megan was Head of
Enforcement Law and Policy at the FSA, and for a number of years chaired the
International Organization of Securities Commissions (IOSCO) Standing
Committee 4 which is concerned with international enforcement cooperation.
Before moving to the Enforcement Division, Megan was Chief Counsel for
Markets, heading the legal team responsible for advising on legal issues relating
to Official Listing, the regulation of exchanges and clearing houses, market
conduct and the supervision of wholesale firms.
Megan joined the FSA in 2000. Before this, she spent several years at the
London Stock Exchange in a variety of legal and non-legal roles, including Head
of Capital Markets.
Megan was called to the bar in 1987.
Ayesha Hazarika MBE is a columnist and broadcaster who is known for her insightful and witty opinions and observations on current affairs and politics. Having started her career as a stand-up comedian playing clubs across the country, she then took what she thought was a natural diversion into politics as a Special Adviser for the Labour Party, working with them for eight years both in Government and Opposition. During her time in Westminster she worked for Gordon Brown, Harriet Harman and Ed Miliband, advising them on Prime Minister’s Questions, speeches, media and policy as well as heading up initiatives on topics such as Women and Equality.
In 2019 Ayesha Hazarika took over as Editor of The Londoner, the Evening Standard’s Daily Diary section, where she distils the latest news and insights from across the capital. Ayesha will also continue with her hugely popular column for the Evening Standard every Wednesday.
Since leaving front line politics Ayesha has presented shows on LBC and was previously a part of the panel discussion show on CNN Talk three times a week (CNN international). In print Ayesha has contributed to The Scotsman, FT, Guardian, New Statesman and Grazia. She is also a much sought after pundit due to her unique position to analyse and comment on current affairs with great wit and insight appearing regularly across shows including Question Times (BBC), Good Morning Britain (ITV), Sky Papers (Sky News), The Andrew Marr Show (BBC1), Newsnight (BBC2), The Agenda (ITV) and The Today Programme(BBC Radio 4) as well as using her comedy chops on Have I Got News For You (BBC), The News Quiz (BBC Radio 4), Breaking the News (BBC Radio Scotland) and Matt Forde’s Unspun (Dave). She has also presented on BBC Radio 4’s Saturday Review leading the week’s discussion of cultural events.
In 2018 she took her new show Girl on Girl – The Fight for Feminism on tour across the UK including a week’s run at the Soho Theatre which followed a successful two week run at the Edinburgh Fringe Festival. The show looked at the current state of feminism with humour and honesty and tackled topics such as Weinstein, #MeToo and Kavanagh as well as looking at the medias obsession with pitting women against women.
Ayesha’s return to stand up came in 2016 with her show Tales from the Pink Bus which was a sell-out hit at the 2016 Edinburgh Festival and the Women of the World at the Southbank Centre. She then extended this show, creating State of the Nation, which she toured throughout the UK in early 2017 including a hugely successful run at the Soho Theatre, which had extra dates added due to phenomenal demand. During the show, Ayesha lifts the lid on what life was really like behind the scenes at Westminster with brutal honesty and humour and asks what’s next for British politics.
Henrietta is CBI Deputy Director-General, Commercial
Henrietta works with Carolyn and the senior team to develop and implement the CBI’s commercial business strategy. In particular, she is responsible for developing the group’s membership proposition, leading the CBI’s regional teams across the country, the organisation’s digital strategy, and creating new member services with a focus on supporting and enabling businesses to grow.
Henrietta has 30 years’ experience in developing and implementing business, marketing and general management strategies.
Henrietta has held a range of senior roles, including Group Head of Marketing, Strategy, Business Development and Investor Relations at an executive level within a FTSE 100 financial services business, Schroders Plc; a major private equity firm, Advent International; a professional services firm, Cushman & Wakefield; and within the Fast Moving Consumer Goods industry (FMCG).
FMCG was where Henrietta first started her career at HJ Heinz as a graduate trainee, followed by Nestle and United Biscuits, where she developed her overall approach to business. She has operated globally for many years and has experience in most major markets.
For the past 3 years, Henrietta has run her own small consultancy business, coaching management teams for major financial transactions and senior individuals required to communicate and lead more effectively. She has also focussed on a number of projects providing strategic advice to Boards and Partnerships looking to develop, grow and change their businesses.
Henrietta has an MA in Natural Sciences from Oxford University and also completed the Oxford University Business School Advanced Management Program for Senior Executives. She is a Fellow of the Chartered Institute of Marketing and is an FCA approved Non- Executive Director.
Henrietta is married with 4 children and is based in both Yorkshire and London
Rosalind Adler is an experienced trainer specialising in communications skills. Her training work is informed by her parallel careers as actress and writer. She has an MA in Modern Languages from Cambridge University and a Postgraduate Diploma in Voice Studies from the Central School of Speech and Drama.
Gretchen is a Certified and Chartered Financial Planner, Chartered Wealth Manager and Managing Director at Magenta – an award winning, specialist Financial Planning company that believes in delivering Planning with Passion everyday.
Gretchen started her career working with a Financial Planner within an accountancy practice, working up through every role in the profession until she started advising herself in 2006. After studying and gaining her Diploma in Financial Planning in 2009, Gretchen went on to become a Certified Financial Planner in 2014 and a Chartered Wealth Manager in 2015.
Gretchen started Magenta Financial Planning in 2016 with her business partner, Julie Lord. Since launch the business has won multiple awards, including ‘Start up Company of the year 2017’ from the Bridgend Business Forum, Professional Adviser’s ‘Financial Adviser of the year (Wales)’ in 2017 and 2019 and ‘Accredited Firm of the year 2017’ from the Chartered Institute of Securities and Investments (CISI). For the last 3 years Magenta has been listed in the Top 100 Financial Adviser firms, published by New Model Adviser, winning the NMA Adviser firm of the year Wales 2018.
Gretchen is passionate about working closely with clients to understand what they really want from life and to create and implement a Lifetime Financial Plan to help them pursue their passions.
Gretchen is President of the South Wales branch of the CISI and was also named ‘NextGen Planners Ambassador’ in 2018.
Yasmine Chinwala is a partner at capital markets think tank New Financial, which launched in September 2014 (www.newfinancial.eu). New Financial contributed data to the government-backed Gadhia Review of senior women in UK financial services, and HM Treasury’s data partner to monitor the progress of signatories to the HMT Women in Finance Charter. She is also vice chair of the Women in Finance Charter Industry Board.
Yasmine firmly believes that diversity in its broadest sense is not only an essential part of running a sustainable business but a fundamental part of addressing cultural change. She leads New Financial’s diversity and culture programme. Our research covers ground-breaking work on diversity disclosure, diversity from an investor’s perspective, and measuring female representation on boards and executive committees across financial markets. Our most recent research includes Diversity from an Investor’s Perspective, Diversity and Culture, Diversity in Portfolio Management as well as improving understanding of the interaction between diversity and risk, and diversity and sustainability.
Yasmine started her career as a financial journalist. She worked for industry weekly Financial News for 10 years, starting out as a reporter before joining the online editing team in London and New York. From 2008-2013 she ran FN’s features desk, in charge of the publication’s flagship FN100 Most Influential, FN100 Women and Rising Stars lists. She has a BSc in Economics from the LSE and a keen interest in behavioural economics and organisational psychology.
Emma is Head of DC with responsibility for developing Legal & General Investment Management’s DC pensions investment and bundled business. Emma joined LGIM in 2014 from Mercer where she was a partner and Head of Mercer Workplace Savings. Prior to that, she was Head of DC Sales at BlackRock and Head of DC Pensions at Threadneedle Investments, and has more than 20 years of experience in the investment management industry. Emma graduated from Trinity College, Oxford, and holds an MBA from Manchester Business School via a Women in Management Scholarship from the Guardian. Emma is Chair of the PLSA Policy Board and recently won 2 awards at the Professional Pensions ‘Women in Pensions’ awards 2019: Pensions Woman of the Year and the Lifetime Achievement Award.
Tamara Gillan is the Founder and CEO of brand relationship company
Cherry London and Co-Founder of The WealthiHer Network, a network
of change agents championing female investors, entrepreneurs and
Tamara founded Cherry London in 2009 and it is now one of Europe’s
fastest growing marketing agencies specialising in brand partnerships.
Cherry London has been responsible for some of the most high-profile
Established in 2019, The WealthiHer Network has united the finance
industry to champion the diversity of women’s wealth with the end goal
of better servicing female investors and returning a greater impact for
the benefit of everyone.
Manuela is an Investment 20/20 Trainee at Barings in the Compliance department. Prior to this she studied BTEC Business Level 3 Finance at Westminster Kingsway College, as well as a part-time job in the retail industry. During her time at college, Manuela participated in the Think Investments Programme by Investment20/20 which took her through a programme of learning, networking and development over a five month period. Manuela saw the various opportunities that were open to her and was very happy to secure her role at one of the participating Think Investments firms, Barings. Manuela grew up in Colombia and moved to London 3½ years ago and speaks Spanish fluently.
Marisa Hall, MSc, FIA, is a Director in the Thinking Ahead Institute, a global not-for-profit research network of more than 40 of the world’s largest asset owners and asset managers, with the aim of mobilising capital to secure a sustainable future. She has been widely recognised as a thought leader and advocate for change, writing several articles featured in the media, thought pieces, research papers and as a speaker at a number of global events. Prior to joining the Institute, Marisa was a Senior Investment Consultant in Willis Towers Watson’s investment advisory business, providing advice to clients on the financial management of their pension arrangements, including investment strategy, journey planning and dynamic de-risking, manager selection and monitoring, and liability hedging.
Marisa is on the board of London Women’s Forum, on the standing committee of Investment 20/20 and is on the steering committee of #talkaboutblack, a powerful movement sponsored by The Diversity Project that aims to improve progress on ethnic diversity.
Marisa is a Fellow of the Institute and Faculty of Actuaries (FIA) and holds the Investment Management Certificate (IMC). She has a MSc (Distinction) from CASS Business School, London and a first class honours degree in Mathematics from the University of the West Indies.
Ruth Handcock is Chief Executive Officer at Octopus Investments with overall responsibility for retail fundraising, growth and innovation, and central support services. Ruth joined Octopus in 2018 from Tandem Bank, a new UK Challenger Bank, where she was chief customer officer and chief of staff. Ruth started her career with 8 years in strategic consultancy before joining Bacardi as Finance Director of their Martini & Cognac portfolios.
As part of her career, Ruth spent a year working in the Ministry of Trade in Sierra Leone to attract overseas investment and still oversees the running of a primary school in Freetown. Ruth is Governor and Founder at Bolingbroke Academy, a non-selective state secondary school and is also involved in the FTSE 100 Cross-Company Mentoring program helping increase female participation on Boards. Ruth graduated from the University of Cambridge with an MA (first class) degree in Natural Sciences.
Michael Kinney is a senior asset class specialist within Mercer's Manager Research team. Based in London, he researches a broad range of equity strategies, including global small cap, Japan, Asia and some industry sector strategies managed in Europe. Michael works with a range of clients, advising on monitoring and selecting managers.
Michael joined Mercer in October 2007 from Bramdean where he held the role of head of research in the firm's long-only multi-manager business. Prior to that he spent 3½ years at Northern Trust Global Advisors, where he was responsible for international strategy formulation, fund construction and manager research. He has also worked in consulting at Callan Associates in the USA and Bacon & Woodrow in the UK with experience in both the research and asset-liability modelling teams. Prior to joining the industry in 1987, Michael served as an Infantry Officer in the British Army for 3 years.
Michael is a CFA Charterholder and a Fellow of the Institute and Faculty of Actuaries. He was educated at Oxford University, where he obtained an honours degree in Mathematics, and the Royal Military Academy, Sandhurst.
Mandy is co-founder of City Hive, a network for change and the only independent body whose sole focus is to change the culture of the investment management industry to ensure greater inclusion, diversity and equality. She leads City Hive initiatives to demonstrate the strong conviction that industry collaboration can catalyse action, including City Hive’s Academy programmes (Cross-Company Mentoring, City Stars and Masterclasses) to pursue excellence. She believes that investment teams with diversity of thought and experience, born from a mixture of backgrounds, make for better investment management - and deliver better value to clients. She has led teams and developed people and their careers for almost two decades.
She works with industry players, policy makers and regulators, academics, not for profits and industry associations, on research, advocacy and advisory projects. She has authored a roadmap to implement a Women in Finance Charter in Brazil and is developing a Kitemark on culture for the industry.
Mandy also liaises with global reporting and standard-setting bodies to raise standards of disclosure on non-financial factors and to integrate them more closely with financial considerations. Previously, as Director of Reporting, Assessment and Accountability at the PRI, Mandy led global work on accountability and transparency. Overseeing the Reporting Framework and Assessment of PRI signatories, this established norms in investor disclosure by requiring reporting on their use of environmental, social and governance factors in investment decision making.
Mandy is passionate about addressing the gender imbalance as a gateway to other inequalities and is a founding member of the Women’s Equality Party.
Geraldine is a Senior Portfolio Manager at LGT Vestra, responsible for managing discretionary multi-asset class portfolios for high net worth clients. She has over 10 years experience in the Wealth Management industry. Geraldine joined LGT Vestra from Julius Baer in 2015. She joined Julius Baer following the acquisition of Merrill Lynch International Wealth Management where she originally completed the graduate program.
Geraldine recently joined LGT Vestra's diversity and inclusion initiative to champion ethnic diversity. Coming from a multi-cultural background she is passionate about understanding and embracing different cultures and strongly believes that a more diverse and inclusive team will enhance the firm and client experience. Geraldine holds a BSc in Mathematics and Economics from the London School of Economics. She is a Chartered Financial Analyst (since 2013) and holds the Investment Management Certificate. In 2015, Citywire Wealth Manager listed her in the Top 30 Under 30 in the UK.
Luba is Global Head of Research at Willis Towers Watson's investment business; providing investment advisory and fiduciary management services to institutional investors around the world. She is responsible for the global team of analysts conducting investment research on asset management firms around the world in a variety of different asset classes, coming up with investment recommendations for WTW's clients and creating new solutions in those areas of the asset management industry where there is demand from asset owners but no solutions exist.
Luba's primary responsibilities are: pure investment (ensuring the quality of research and investment decisions as well as responsibility for the ultimate performance of client portfolios), business management (new products and services, team management, efficiency, resourcing) and working with some of the largest asset owners globally advising them on their governance structures, strategy, portfolio construction and investment selection.
Luba joined WTW in 2005 and has always had global responsibilities working in WTW's offices in London and New York. Prior to assuming the responsibility for the global manager research team in 2014, Luba led the global private markets research team and helped grow WTW's private markets advisory business from a start-up stage to a serious player encompassing private equity, real estate, infrastructure and illiquid credit and servicing large institutional investors in different geographies around the world.
Luba started her career in 1996 in Russia where she was involved in a number of private equity investments at the time of the large scale privatisation and business restructuring in Eastern Europe. She also owned her own timber business in Russia.
Luba attended the Advanced Management Program at Harvard Business School and holds an MBA degree from London Business School, a MS in Finance from the Finance Academy in Russia and a BA in Linguistics from the Linguistic University in Belarus. She has also completed the Financial Times Non-Executive Director Programme in the UK.
Pippa is an alumni Investment20/20 Trainee from Schroders, now working as a Corporate Governance Analyst in their ESG team. Having originally planned to follow the natural path of her school peers and head straight to university upon completing A Levels, Pippa saw the year-long Investment20/20 programme as a great opportunity to enter the Investment Management industry at a young age and gain some experience before embarking on an Economics degree. Pippa since decided to continue to progress her career at Schroders and study for equivalent professional qualifications rather than attend university at the end of the programme. Four years on and Pippa is a great advocate for young people not having to take the traditional university degree route into the Investment Management industry and regularly presents at schools and industry events to share her story.
Daniel Oduleye is an Investment20/20 Trainee at Jupiter Asset Management in the Operations team. Daniel always wanted to build a career in investment management but not having networks in the industry, he didnt know how. Daniel found an Investment20/20 job at Jupiter Asset Management and applied, subsequently securing the role. Throughout Daniel’s university studies he ran theatre shows and an economics blog to give his view on current events. Daniel is also involved in diversity and inclusion initiatives within the investment management Industry.
Justin is a fund manager within the Multi-Asset Funds team, leading on the management of the team's retail and risk-profiled multi-asset funds. Prior to joining LGIM in August 2013, Justin was a fund manager with Aviva Investors' multi-asset team combining both strategic and dynamic asset allocation with manager selection in the construction of multi-asset portfolios. He was lead fund manager on a range of risk-targeting multi-asset funds and co-lead fund manager on a number of unit-linked Life and Pension funds, as well as manager of manager offerings. Justin previously worked as a fund research analyst at Merrill Lynch and an investment consultant for Aon Consulting. Justin is a CFA Charterholder and holds a degree in economics from the University of Warwick and the Investment Management Certificate.
Jane Portas is a Partner at PwC with 30 years' experience of advising international insurance businesses on prudential and conduct regulation, risk management, related strategic business change and group structure optimisation. She has also held various regulatory policy and supervision roles, both directly at the UK regulator, and more widely advising international regulators. Jane leads PwC's Brexit, and it’s Customer & Conduct, services for Insurance, and as well as the firm's approach to financial inclusion. Jane has authored various reports on financial risks in life including 'Securing the financial future of the next generation' for the CII. These together with details of the CII Insuring Futures programme which Jane co-founded, and its Manifesto, may be found here www.insuringwomensfutures.co.uk.
Lea Sellers is a media trainer and communications consultant. Drawing on her experience as a television producer on Question Time, Newsnight and Channel 4 News, she focuses on confident communication skills and media training so that clients can face the press, radio or television with assurance.
Michelle is Mercer’s UK Diversity, Inclusion and Analytics Lead, based in London. She created and leads the Diversity and Inclusion client offering for the UK, and works with a wide range of clients helping organisations achieve a talent advantage through people.
Michelle has worked with UK based and multinational clients to lead projects in the areas of:
Diversity & Inclusion : establishing D&I strategies underpinned by tailored solutions, using analytics to identify the most impactful levers of change ; advising global employers on how they can break through the inertia and drive progress with their diversity initiatives; Quantitative and qualitative assessments on how firms compare to best practices in diversity and inclusion ; Leading gender pay audits using analytics to identify potential areas of equal pay risks.
Workforce planning and analytics : to determine a firm’s critical roles, and skills, and how best to meet the demand for these roles over the next few years; helping firms use analytics to make informed impactful strategic decisions; delivering education and learning workshops; external labour market analysis building models to identify suitable locations to set up or transfer business functions.
Talent management : advising clients on their talent strategy; reviewing and designing multinational firms’ approaches to performance management, shifting the process from a tick box activity to that which inspires performance.
Michelle has an MSc in Human Resource Management at Birkbeck, University of London and an MPhil in Social and Developmental Psychology at the University of Cambridge. She is an Associate member of the Chartered Institute of Personnel and Development.
Bhavini ‘Bev’ Shah is Founder and CEO of City Hive, which is a Network for Change and a force for good within the Investment Management Industry. As a British-Indian mother whose superpowers include dyslexia and dyspraxia she truly understands the value and strength of diversity. With more than 15 years of investment experience at some of the world's largest financial institutions, she founded City Hive to lead the change needed to future proof the Investment Management Industry by empowering everyone to forge a more equitable and inclusive culture. Bev is a thought-leader, outspoken lobbyist and media commentator for cultural change within the investment management industry and is frequently seen on The BBC and quoted in The Financial Times, The Telegraph, Financial News, Investment Week, Money Marketing, Citywire and many more.
Anna Sofat is founder and MD of Addidi, the Voice of Women’s Wealth. Addidi advise enterprising women, and their families, to plan and manage their wealth as well providing a collaborative club for women to invest in and engage with SMEs. Addidi recently won Money Marketing’s Small Advisor of the Year award and has featured as one of the Top 100 Advisory firm by the New Model Adviser magazine in 2012, 2013, 2014, 2015, 2017 and 2018.
Prior to founding Addidi, Anna was the MD at Fiona Price & Partners, the first business set up specifically to provide financial advice for women by women.
Anna is a graduate of Hull University and has a Masters from the London School of Economics. She holds both the Chartered Financial Planning and Certified Financial Planner qualifications.
As well as advising private clients, Anna is a regular contributor to national press and TV. Anna has been awarded the Unbaised.co.uk’s Financial Adviser of the year award; nominated the Top female Adviser by FT’s Financial Adviser in 2015 and was a finalist in the First Women 2017 Awards for the Finance category.
Away from work, she is married and a mother of 2 girls. Her interests are her family, travel and current affairs; in the past she has served as an elected Councillor on Rochester City Council and Halling Parish Council. She was also a non executive director for the social enterprise, Fair Finance from its inception in 2005 to 2014.
Karis Stander is the Managing Director of Investment20/20, an entry-level talent services for the investment management industry with a specific focus on increasing diversity and widening access for young people. Karis joined Investment20/20 in 2014 and under her leadership it is now a multi-award winning organisation that has enabled more than 1,500 trainees to enter the industry through over 45 partner firms. Karis has led a dedicated programme of grassroots outreach to over 3,700 schools, colleges and universities, aimed at developing the industry's long-term talent pipeline by raising awareness of the opportunities it can offer to graduates and school leavers and sign posting them to trainee programmes.
Davinia is the award-winning founder of rainchq, a company she set up to help women take control of their financial futures.
She has over 15 years experience across the investment management and professional services industries.
Davinia has a First Class Honours degree from Aston University, an Executive MBA from Cass Business School and holds the Investment Management Certificate (IMC).
Outside of rainchq, Davinia is a board director at Talawa, a company established more than 30 years ago to improve black representation in theatre. She is the mother of two young daughters who are the best mini-rainmakers and her ultimate inspiration.
Jane began her investment career in 1982 at London Business School before moving to Russell in 1984 as their first full-time manager researcher. She moved to Watsons (now Willis Towers Watson) in 1992 to advise institutional investors on strategy, portfolio construction, manager selection and monitoring. She later specialised in researching global equity managers, private equity and infrastructure investments and led the indexation research team. She was on the executive committee for the investment consulting business until leaving in February 2017. Recent roles included oversight of the firm’s inclusion and diversity initiatives and its leadership development programme.
She is now an independent consultant and is a founder member of, project manager and board member for, the Diversity Project, an industry-wide initiative to help create a more inclusive culture in the investment industry. She is a trustee of The Diversity Project Charity and is an associate of Leading Figures, a firm specialising in leadership development.
Jane has an MA in Politics, Philosophy and Economics from the Queen’s College Oxford, an MSc in Economics (with distinction) from the London Business School (now known as an MBA) and an MSc in People and Organisational Development from the University of Sussex (Roffey Park Institute).
Bilquis Ahmed, Executive Director, is a research analyst in the European Equity Research Team with responsibility for retail companies. An employee since 1998, Bilquis previously worked in global metrics and MIS and in the Consolidated Asset Management Reporting Group. Bilquis obtained a B.A. in economics from Cornell University and earned an M.Sc. in finance from the London Business School. Bilquis is a holder of the CFA designation.
Amanda began her career in Northern Ireland as a financial adviser with Canada Life. She then moved to Allied Dunbar, initially in a dual role of manager and financial adviser. In 2006 she took the bold step of becoming the first adviser authorised by an unknown financial advice network called Intrinsic. Twelve years later Intrinsic has grown to become one of the largest networks in the UK and Amanda’s career has followed a similar trajectory. Having relocated from Northern Ireland she became Training & Development Director, responsible for leading Intrinsic’s training function and event programme. In 2017, following a restructure to provide more focused and specialised support for financial planners and mortgage advisers alike, Amanda became Sales Director for the Intrinsic Wealth Network. In 2019 she moved to the National arm of the business to the role of Commercial Director.
Jenny is an actuary and became the Chair of the Association of Consulting Actuaries in June 2018. In that capacity, has been championing a “simplification” agenda, specifically in relation to benefit design and pension taxation. She chaired the ACA’s Professional Affairs Committee until end 2017.
Jenny joined Mercer’s Edinburgh office in 1991 as an actuarial student and spent the following years working with a broad range of clients and their pension arrangements as both a Scheme Actuary and corporate actuary. She was appointed as Mercer UK’s Chief Actuarial Officer in 2017 and was a member of the UK DB Wealth leadership team until the end of 2018.
She is also a Board member of the Cost Transparency Initiative.
Jenny graduated from Oxford University in 1991 with an MA in Mathematics. She qualified as a Fellow of the Institute and Faculty of Actuaries (IFoA) in 1994.
Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014.
She has 30 years financial services experience, 19 of which as a Chief Executive. She successfully transformed and advised several businesses through redefining strategy, re-branding, change management and inspirational leadership, creating profitable businesses.
She has substantive experience of people and corporate culture risk, regulatory knowhow across the industry – banking, insurance and wealth management and providing good practice guidelines for the industry to adopt.
She is an accredited coach and industry leader encouraging collaborative participation of diverse groups of industry experts to address sector challenges and to leverage industry resources for collective benefit.
Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.
Lee Georgs is currently the Chief Operating Officer – Corporate for Redington. She sits on the firm’s Operating, Executive, Risk and Remuneration Committees and is the Executive Sponsor for Diversity and Inclusion, often speaking on matters of gender, diversity, pay equity, the Gender Pay Gap and Returnships.
Lee has spent the last 20 years in (and out of) the financial services industry in a host of roles across the U.S., Asia and Europe, spanning Wealth Management, Private Banking, Consulting, M&A and Investment Management.
She spent a decade in Private Banking and Wealth Management in New York at Citibank and JP Morgan before moving overseas in 2006, first to Hong Kong where she spent several years as Director of Global Accounts for the Asia Pacific Region for consulting firm RGP, and then to London, where she spent several years in M&A at Credit Suisse prior to joining Redington in 2017.
Lee holds her MBA from Columbia Business School and is the London Alumni Club’s co-President. In addition to this, she is a Steering Committee Member for The Diversity Project (the U.K.’s Investment Management Industry body working to advance the diversity agenda in the sector), an LGBT Great Ally and a volunteer with Speakers for Schools (an organization dedicated to encouraging young women to pursue careers in Financial Services). In addition to her MBA, she holds a BA in Spanish and Art History from Vanderbilt University.
Alex Leay is the Head of Client Propositions for Client Segments at HSBC Global Asset Management. She is responsible for proposition development for Institutional and Wholesale client segments at a global level, alongside oversight of the UK marketing team. With nearly 20 years’ experience as an Asset Management and Financial Services professional, Alex has held positions at Thomson Reuters and The Confederation of British Industry (CBI), as well as a small consultancy firm. She moved to HSBC Global Asset Management in 2007, becoming Head of UK Marketing, before moving to a global role in 2012. Alex takes an active interest in HSBC’s internal Balance network, alongside mentoring programmes and graduate recruitment, supporting the development, advancement and engagement of a gender-balanced workforce within HSBC. Alex holds a BBA Hons from Lancaster University and a post graduate qualification from the Chartered Institute of Marketing.
Alexandra has built a long and successful career in the financial sector, initially as an international fixed income fund manager for a number of premier international banks and financial institutions before moving onto the development of global institutional fund management services. Forming Noble & Associates a decade ago, she has since built a successful professional advisory practice providing advisory and business development services to pension funds, asset managers and investment consultants. She is now in growing demand by many of her major clients who want her to share her wisdom, market experience and human development skills by mentoring their next generation of high-flying and talented potential leaders and she is convinced this will increasingly become a success differentiator within the financial sector.
Alexandra lives in the City with her husband and is Chair of Future-Fit Ltd, and a Trustee of the children’s’ charity ‘Tree of Hope’ as well as The Foundation of Nursing Studies and The OPLAN Foundation.
Hema Shah, Vice President works at BlackRock in the Client Experience Management Team that covers the iShares and Wealth Business. She has worked for BlackRock for the last fourteen years and in the industry for over twenty years in diverse client service roles, across a number of asset management companies.
Last year, she was a successful finalist for the category “Mentor of the Year” in the 2019 Women in Investment Awards. Following her partner’s untimely death during a heroic act, she spearheaded a successful campaign for water safety in her community. The main part of the campaign was related to key safety improvements of waterways, including life rings. She was honored at 10 Downing Street for being a local community advocate.
Jon Terry is a partner at PwC, based in London. He is the firm's Global Financial Services People Leader and member of their global FS leadership team, with responsibility for the people strategy for over 60,000 FS specialists. In addition, Jon leads the firm's global FS people consulting practice.
Jon has over 30 years experience supporting financial services organisations on their people challenges, including creating more diverse teams and inclusive workplaces.Jon has a particular focus on the investment management sector and has assisted many firms develop their diversity and inclusion strategies, create accountability frameworks, action plans, enhanced people policies and processes and monitoring and communications strategies.
Jon has led numerous reports on diversity in the financial services industry and is a frequent speaker and writer in the media. In both his internal and client facing roles, Jon is passionate about creating more diverse teams and inclusive workplaces.
Lucy is the Head of Marketing at GrowthInvest, a technology platform for early-stage investing. She started her career working with high-growth businesses and VC funds, with experience in the marketing and commercial teams at CMR Surgical and Silicon Valley Bank. Lucy has a First Class degree from Durham University and is qualified with the Chartered Institute of Marketing. She is the Founder and Trustee of a digital media charity and is an advisor to several businesses and charities. Lucy is a mentor for the Oxford and Durham University Women in Business societies.
Rachael set up Leverton Search, an Investment Management Recruitment firm in 2014. Previously, she spent 11 years at Mason Blake where she built the Distribution, Investment and Operations teams. Rachael runs a female network called IMPACT, where she partners with a range of clients to retain and support talent within the industry, through training and mentoring workshops. With over 15 years’ experience, Rachael’s personal approach has created an unparalleled network across the industry, bringing an efficient, professional and thoughtful service. Rachael graduated from the University of Birmingham in 2002 with a degree in Social and Economic History.
I am a Global Executive Coach and Trainer based in London.
My bespoke “Stressed In The City” programme focuses on Professionals and Entrepreneurs.
The main four areas of my coaching and training is centred around Leadership Style, Team Management, Productivity and Well-being.
I am also a STEM (Science, Technology, Engineering and Mathematics) ambassador and encourage young girls and women into taking careers in the STEM industries.
I support women in middle management to acquire the “edge” to reach more senior positions.
I am a mentor for Durham University and the Institute of Coding. I also was involved with University of Warwick’s “Her Innovation Collective” programme.
I attend many industry events, round table and panel discussions.
I also run workshops at corporates, some of the leading private members clubs and co working spaces in London.
Last year, I was featured in the bespoke Hedgerways Financial Recruitment newsletter in London and I am a regular contributor for Emirates HR in the UAE, Mother and Career, The Adult Bible, a leading luxury lifestyle PA magazine and was a guest speaker on a London Radio station.
My background is Investment Banking and Corporate Tax and I decided to take a career change after having my two sons. I love travelling, socialising and networking.
You can find more details of my recent projects, articles, content and further information on my Linkedin profile and website below.
Karen will be running our yoga and mindfulness sessions during the event.