Leo M. Tilman is a leading expert on risk, strategy, and finance and a long-time advisor to companies, governments, and institutional investors around the world. Prior to founding Tilman & Company, a global strategic advisory firm, Tilman held senior roles at BlackRock and Bear Stearns and taught finance at Columbia University, his graduate and undergraduate alma mater. He is the author of four books, including Agility (2019) and Financial Darwinism (2008). Tilman helped shape the modern concept of risk intelligence and, in collaboration with U.S. government, created innovative models for public/private partnerships. He has been profiled as Business Visionary by Forbes and honored by the World Economic Forum as a Young Global Leader.
Peter Hanlon
Peter holds a BSc (Econ) Honours from the London School of Economics, a Chartered Accountant designation from the Institute in England and Wales, Membership of the Association of Corporate Treasurers in the UK and is a Graduate of the Australian Institute of Company Directors.
He is the founder Chairman of the UK Asset and Liability Management Association, the pre-eminent practitioner body in the UK, with other roles including; Assistant Chief Accountant at the Bank of Nova Scotia, Assistant Director, Strategy and Risk at HSBC, Deputy Treasurer, Group Treasury Services at the Royal Bank of Scotland, Group Treasurer at Woolwich Plc, a FTSE 100 bank, through floatation, MD Balance Sheet Management at Barclays and GM Non-Traded Market Risk at National Australia Bank.
Roles as Risk Director in France and Italy, and on Pension Funds and Investment Committees, complemented by extensive engagement with Boards, facilitated an informed executive presence and credibility in promoting trust and confidence and best practice risk governance and aligned standards and behaviours.
Peter has served on Prudential Working parties at the Bank of England and the Australian Prudential Regulatory Authority, presented at conferences on governance, risk and performance and co-authored articles for the media.
He currently divides his time, between providing advisory services to Superfund’s, Banks, Mutual Banks and advocacy bodies on board strategy and direction, corporate governance and compliance, risk and performance management and an Honorary Treasurer and CFO role at a large not for profit organisation.
A recognition that confidence is the oxygen of the financial services industry, with ongoing breaches of trust and failures of culture severely impairing trust and putting the financial system in jeopardy, have focused attention on an innovative solution to evidence trustworthiness and the conduct of business activities aligned with professed corporate values and behaviours.
Richard Emery
Richard Emery’s background is in Retail and Payment Systems, having worked for John Lewis Partnership and ICL Retail Systems. He has run his own consultancy since 1990, working extensively in dispute resolution, primarily as an Expert Witness, for over 25 years. His current focus is assisting individuals who have been the victims of bank fraud, helping them to manage their dispute with their bank and take their complaint to the Financial Ombudsman Service and/or the courts.
He worked with FOS on the re-definition of Gross Negligence and he gave oral evidence to the Treasury Select Committee’s enquiry into Economic Crime: Consumer view. His passion is to see a substantial reduction in the losses suffered by individual victims, and he sees this coming about through greater investment in catching and convicting the criminals, through the development of new systems and process by the banks, and through a programme of effective consumer education.
Mark Ormston
Mark has worked in the pension income space for many years, it is an industry which he completely adores. His passion for helping consumers get the very best out of their pension savings whatever the pension income vehicle is being used is widely known, he frequently promotes best practice through his speaking, presentations and articles.
The company he works for Retirement Line, has helped facilitate £160million+ pension saving transfers into retirement income products every year and the firm has a 5 out 5 star rating on customer review site Trustpilot.
He worries that financial sector is in danger (at times) of losing sight of the end consumer and that financial services is for everyone, from the young to the old and everyone in between and as a result it must be honest, simple and transparent enough for everyone to use and understand.
Mark is extremely proud to be a TTF Ambassador and believes that the TTF has the consumer in mind with everything it does and as a group it has the power to change the financial world for the better.
Antonio Potenza
Antonio is a graduate from University of Oxford, Said Business School MBA with main Focus on Social Impact, Impact Investments and Social Finance. Executive Education from University of Cambridge, Institute for Sustainability leadership, with a degree in High Impact Leadership.
He is a specialist in social and financial inclusion, building multi-asset strategies, debt/equity/blended finance and Impact Bonds across Europe, Latin America and South East Asia. He advises governments in social projects that build on the UN SDG’s in clean energy, education, social and financial inclusion initiatives in Sub Saharan Africa, Middle East and South Asia.
Antonio is committed to helping organizations deploy capital and innovative finance products in emerging markets that drive social change and fight social injustice and poverty.
Specialties: Investment banking, strategy, leadership, project execution, social impact, impact investments, blockchain/digital economy , interim management
Open to NED Roles in Financial Sector or Renewable Energy Sector
James Wellwood
James currently runs the International Strategy & Development for the Sturdza Family Investment business. Prior to this he was Head of Institutional Distribution at Kairos Investment Management Ltd and part of the Global Distribution team at Cheyne Capital before that.
Prior to a career in finance James was a professional rugby player for London Wasps, representing the Premiership club in the First team and also gaining caps for England at U21 level.
James studied Political Science at Cambridge University where he gained two blues in rugby and also fought against Oxford University as the Cambridge University Heavyweight at the 2009 Varsity Match in Oxford.
Frances Gordon
For the past 20 years, Frances has championed the belief that transparency is key to building trust. During this time, she has worked with major financial services brands to make financial and legal information more understandable, usable and useful.
Frances is the co-founder of a consultancy and training company called Simplified. Simplified has helped large organisations around the world to implement the plain-language requirements of Treating Customers Fairly regulations and consumer rights laws. The Simplified training course has helped over 8,000 professionals, including many legal practitioners, to write in plain language. Aside from the UK, Frances enjoys engagements in emerging markets such as Croatia, South Africa and Nigeria.
Her career has included tenures as Head of Content Strategy at Siegel & Gale, Senior Content Strategist (VP) at Barclaycard, and Head of Brand and Content at fintech, Oradian. Frances sat on the board of international plain language organisation, PLAIN (Plain Language Association InterNational). She was part of the advisory committee of IC Clear, an EU-funded initiative that developed a post-graduate course in clear communication.
Zak Allom
Zak is Chief Commercial Officer and Co-Founder of BetaSmartz, a B2B digital investment platform that equips financial institutions with compliance driven digital and automation tools that enhance and promote efficiency and transparency in client and money management.
Zak, a former equities trader, was previously Managing Director of Hong Kong and Global Head of Asset & Wealth Management at Tardis Group, and prior to that, Managing Director of Asia and Global Head of Asset Management at Kinsey Allen International. He has also worked at Barclays Capital and RHB Securities and was a Founding Partner and Board Director of Boka Investment Group.
Magdalena Smith
Magdalena Smith, brings her experience from McKinsey, Goldman Sachs and as an academic at University of Cambridge where she taught governance and business ethics, together to contribute to solving the challenge of creating more and consistent alpha in the investment industry. Behaviour Lab’s mission is to improve the way the world makes investments, using behavioural science to capture more alpha, and ensuring world class governance, through clear transparency of robust decision-making processes.
Graeme Dewar
CEO and founder of marketßeta where he is responsible for developing the business strategy, delivering client solutions via financial service consultancy and ETF services.
In addition to over 20 years of asset management experience, Graeme spent 3 years in Investment Banking where he managed regional sales teams and global delta one products. Graeme began his career with Scottish Amicable Investment Managers. He spent 7 years at Barclays Global Investors (now BlackRock) where he held a number of senior positions in the Index business and helped build the iShares product range. Graeme launched and ran the first iShares products in Europe. He joined JPMorgan in 2007 building a highly successful equity derivative sales team, with a strong focus on delta one products. Most recently Graeme built and led the multi asset Transition Management Business for Legal & General and was responsible for their ETF Business.
Graeme was educated in Scotland with a Master of Arts from the University of Glasgow and a Post Graduate Diploma from the Robert Gordon University
Graeme brings a unique combination of both sell-side and buy-side industries with a focus on using technology to build scalable business and process for multi asset portfolio management and solutions.
