Conference Details

Fees and Cost Transparency in a Low Return Environment
January 25, 2017
Fees and Cost Transparency in a Low Return Environment
Delegate Fee:
Free to Trustees and Pension Executives

18.00 - 18.30 Registration and refreshments

18.30 - 18.35 Chairman's introduction: Mark Willis, Trustee, National Counties Building Society Pension Scheme

Mark has pursued an interest in investment and risk management through roles in financial institutions and pension funds. Currently Director of Risk and Trustee at National Counties Building Society, he was previously Head of Market Risk and Trustee at Nationwide Building Society. Mark has found his experience of risk practices and financial products to be very relevant to the investment strategies and LDI considerations for pension schemes. Previously, Mark served as Manager, Financial Planning with SGWarburg Group plc, as Corporate Executive with Tullett & Tokyo Financial Services Ltd, and as Assistant Manager with Peat Marwick Mitchell & Co. He graduated in PPE from Keble College, Oxford, is qualified as a Chartered Accountant and Corporate Treasurer, and holds the PMI Award in Pension Trusteeship

18.35 - 18.50 Becky Young, Manager and Mary Starks, Director of Competition, FCA

Becky is a Manager in the Wholesale & Investments Competition Department at the FCA, responsible for managing the asset management market study.  Becky has been at the FCA for 2.5 years, joining from Ofcom where she spent 6 years in their Competition Department, specialising in financial analysis used in competition work. Prior to that she worked at an accountancy firm (BDO) in their management consulting and corporate tax departments.

Mary is Director of Competition, sharing the job with Deb Jones. Together they created the Competition division at FCA, now 90-strong with a wide-ranging programme of competition casework underway. Mary also sits on the Executive Committee of the Payment Systems Regulator. Previously Mary was a Senior Director at the OFT, where she had worked since 2008. Among other things Mary was responsible for the OFTs financial services work, and its change programme. She is an Economist by background, and has previously worked at the New Zealand Commerce Commission, NERA Economic Consulting and the Bank of England.

18.50 - 19.05 Christopher Sier, Professor of Practice, Newcastle University Business School and Managing Director, FiNexus

Chris is MD of FiNexus, a knowledge-transfer and research organisation that builds and operates innovation ecosystems across Europe. Chris advises stakeholders including the UK Government on innovation and fintech and also advises the UK Government, Regulators, the World Bank and various trade bodies on pension fund Corporate Governance and Cost Transparency. Previously he was Managing Director of KAS Bank UK and Director of the Financial Services Knowledge Transfer Network. He is Professor of Practice at Newcastle University Business School and the UK Treasury Fintech Envoy for the North of England. In the distant past he was a police officer in Edinburgh.

19.05 - 19.20 Sam Gervaise-Jones, Head of Client Consulting, bfinance

Sam is Head of Client Consulting for the UK and Ireland. He has over 15 years of experience in financial markets. Sam joined bfinance in 2004. As a Senior Associate in the research team, Sam advised clients on manager selection in a wide range of asset classes. Since 2007 Sam has been responsible for relationships with many of bfinances largest Corporate and Local Authority Pension clients in the UK. Sam is also leading the expansion of bfinance into the US. Prior to bfinance, Sam spent 4 years with Standard & Poors in their fund rating business. Sam holds the CFA charter, IMC and Series 7, 24, 62 and 79 designations in addition to an MA (Oxon) in Mathematics from the University of Oxford.

19.20 - 19.35 James Wood-Collins, Chief Executive Officer, Record Currency Management

James joined Record in August 2008, and was appointed Chief Executive Officer in October 2010.   He joined Record from JPMorgan Cazenove, where he had been a Managing Director advising financial institutions on M&A, IPOs and related corporate finance transactions, including the December 2007 IPO of Record plc.   James joined JPMorgan in 1994, and worked in both the London and New York-based corporate finance teams.   He has a BA in Chemistry from Trinity College, Oxford.   James chairs Records Executive Committee and is a member of its Investment Committee.

20.00 - 21.00 Reception to include a light buffet


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