Stuart Woollard

Stuart Woollard is Managing Partner of Organizational Maturity Services LLP and co-founder and Council member at the Maturity Institute (MI).

Stuart co-created OMINDEX¬ģ (Organisational¬†Maturity Index)¬†and leads pioneering work with the investment community to integrate ‚Äėintangibles‚Äô (e.g. corporate culture, governance, human capital, and management systems) into investment decision-making, engagement and stewardship activities.

Stuart also advises business leaders on¬†whole, human system diagnosis of organisational health using¬†OMINDEX¬ģ.¬†He has published research on human capital in international mergers and acquisitions, on the management of people in global contexts and has co-authored a book ‚ÄúThe Mature Corporation ‚Äď a Model of Responsible Capitalism‚ÄĚ (Cambridge Scholars Publishing, 2019).

Allan Mendelowitz

Allan I. Mendelowitz is President of the ACTUS Financial Research Foundation.

The ACTUS Foundation is a not-for-profit corporation dedicated to creating and promoting an open-source algorithmic financial contract standard that can increase financial transparency and enable current and forward-looking analysis.  Over the course of his career, he has held a number of senior executive positions in the U.S. government.  In his most recent assignment, he served as Chairman of the Federal Housing Finance Board, the prudential regulator of the Federal Home Loan Bank system.

Previous positions included service as the Executive Director of the Congressional Trade Deficit Review Commission, Executive Vice President of the U.S. Export-Import Bank, and Managing Director for International Trade and Finance at the U.S. GAO.  Earlier in his career he was an Economic Policy Fellow at the Brookings Institution.

He has published articles in scholarly journals and popular publications, lectured widely in the United States and abroad on economic and financial topics, and testified as an expert witness before the U.S. Congress more than 145 times.

His education includes economics degrees from Columbia University (A.B.) and Northwestern University (Ph.D.).

Anne-Marie Williams

Anne-Marie is passionate about Responsible Investment and following a background in Asset Management and then Education, she joined ShareAction in 2015 as a Senior Analyst and Engagement Officer. As Investor Engagement Manager, she now focuses on engaging with institutional investors, primarily large UK and European asset managers and pension funds across all of ShareAction’s initiatives which cover the Food and Health, Good Work and Climate areas. She is also involved in the follow up engagement for ShareAction’s surveys which rank investors on their responsible investment performance.¬†She developed her interest in Responsible Investment while working as a Treasurer of the charity Listening Books over the past 15 years. She holds a BA (Hons) in Philosophy, Politics and Economics from the University of Oxford.

Roger McCormick

Roger McCormick was a Visiting Professor in the Law Department of the London School of Economics during the¬† period 2004-2014. He was also, until recently, the Managing Director of CCP Research Foundation (the “Foundation”) and the Director of the Foundation’s Conduct Costs Project. The third edition of his book, ‚ÄúLegal and Conduct Risk in the Financial Markets‚ÄĚ (now co-authored with Chris Stears) was published by Oxford University Press in March 2018.

Roger retired from full-time private legal practice in 2004, having practised law in the City of London (principally as a partner of Freshfields) for nearly thirty years. Roger has, since 2004, worked from time to time as a consultant and has also acted as an expert witness and as an arbitrator (having served on various arbitral tribunals appointed by the London Court of International Arbitration). He is a member of the P.R.I.M.E. Finance Experts Panel and is also a non-executive director of SMBC Derivative Products Ltd.

Roger is a past co-chairman of the International Bar Association‚Äôs Banking Law Committee and a few years ago contributed the UK chapter to the IBA‚Äôs Task Force Report on the Financial Crisis (October 2010). He is also a past Chairman of the Banking Law Sub-committee of the City of London Law Society. He was the founder, and General Editor, of Law and Financial Markets Review (originally published by Hart, now by Taylor & Francis), retiring as General Editor, after four years, in December 2010. He founded and, for several years led, Freshfields’ international project finance practice group, representing clients such as EIB, EBRD, JBIC, ECGD, the UK Government’s Home Office and numerous private sector clients.

Shortly after the transfer of the Foundation’s Conduct Costs Project to Cass (now Bayes) Business School in 2019, Roger became an Honorary Senior Visiting Fellow at the Business School where his activities include assistance with the Project and the supervision of PhD students.

Andrew Clare

Andrew is the Professor of Asset Management at Cass Business School. ¬†He is the co-author of ‚ÄúThe Trustee Guide to Investment‚ÄĚ and has published extensively in both academic and practitioner journals on a wide range of economic and financial market issues.¬† He serves as an independent NED for Legal and General Investment Management.¬† Andrew is a Trustee and Chairman of the Investment Committee of the ¬£3.5bn Magnox Electric Group Pension scheme and is an independent member of Quilter Plc‚Äôs Investment Oversight Committee.¬† He delivers programmes on monetary policy; the interface between macroeconomics and financial markets; asset management; corporate finance; and investment strategy.¬† Prior to joining Cass Andrew was a Senior Research Manager in the Monetary Analysis wing of the Bank of England which supported the work of the Monetary Policy Committee. Andrew also worked as the Financial Economist for Legal and General Investment Management (LGIM), where he was responsible for the group’s investment process and where he began the development of LGIM’s Liability Driven Investment offering.

Ian Beestin

Working with like minded industry professionals, who were committed to creating trustworthy financial communications, Ian is a Co-founder of Money Alive.

Money Alive’s founding objective was to provide consumers with ‘Better Information leading to Better Decisions and Better Outcomes’. Money Alive launched their Video Engagement Platform and range of interactive educational box sets for consumers in 2018. Since launch it has been used by financial professionals, who license the platform, to achieve over 230K video viewings with each viewing providing the platform licensee with a report of the individual’s engagement and understanding.

Earlier in his career Ian was Marketing Director of TIlney and before that founded and ran the ISA Shop Ltd, an information led discount brokerage.

Ian started his career with General Accident Life.

Ian is also an enthusiastic musician. His credits include performing at Glastonbury (and numerous other festivals) and writing the words and recording two recent pension pop hits ’50 Ways To Lose Your Pension’ and ‘Enjoy Your Wealth – But First Make Time To Think’.

Paul Smith

Paul is a former accredited financial investigator, confiscation officer and the holder of an MSc in Forensic Accounting, he has a very unique skill set. He has a long history of working in the law enforcement arena. He has used these skills to investigate major and serious and organised crime in the UK and internationally. He is skilled in the investigation of money laundering, anti-corruption, fraud, and wider financial crime matters. He has used a broad mix of legislation to remove the benefit from criminal enterprise. As an international investigator, he understands the full range of international cooperation mechanisms available. Paul also has a background in adult protection matters and is also a safeguarding expert, specialising in elder fraud, such as financial abuse committed by those holding a power of attorney or deputyship. This type of abuse is often uncovered by executors in a probate investigation.  He is able to act as an expert witness in any court setting, Civil, Criminal or Court of Protection. 

Brian Basham

Brian is a serial ‚Äėstart-up‚Äô entrepreneur. He founded and floated The Broad Street Group, which he established after an early career as a financial journalist with the Daily Mail, Daily Telegraph and The Times. He became an accredited fund manager to research an investigation into the connection between organised crime and the City’s money laundering activities. This then became dangerous and there were threats to his children.

He moved into corporate communications and eventually founded Broad Street specialising in takeover bid communications. He founded Primrose Care, caring for elderly people in their own homes, which was later sold to BUPA.  He founded Equity Development, providing research services to smaller companies, which he sold recently. He founded ArchOver, which is a unique crowdfunding marketplace lender, facilitating secured and insured loans to companies, which was sold to Hampden Group.

He initiated a report for Treasury on Smaller Quoted Companies and wrote the well-regarded publication Tomorrow’s Giants, with the former senior Treasury official Craig Pickering.

Brian’s charitable activities include re-stablishing Remembrance in 1995 for the 50th anniversary of World War II. The initiative enabled the Royal British Legion to raise £20m in that year, saving it from probable dissolution. Remembrance, once again, become a regular feature of British life. He conceived the appeal Coming Home to raise funds for seriously wounded military personnel, that also raised £20m. He stimulated the reactivation of the British Dyslexia Association and has run two marathons to raise funds for Prostate Cancer research.

Dennis Waite

I am 54¬†years old currently single I live in Braintree Essex and work for National Express coaches which takes a large part¬†of my life.¬† I consider myself to be an honest straight up person who unfortunately, has been and currently still am,¬† a victim of large scale financial fraud which sadly unwittingly or not was facilitated by the Government (HMRC /TPR). I transferred my pension from the Royal Mail to the CAPITAOAK pension scheme in 2012/2013 and I’m still fighting to try and get justice and recompense for the theft of my pension. If I can make even the slightest change so that innocent members of the general public can be protected from perpetrators of financial wrong doing then I would be honoured to be an ambassador of the TTF.

Asha Singh

Asha Singh is a recognised specialist (to ExCom level) in collective leadership and development and cultural transformation. Through consultancy, facilitation and coaching, she helps senior leaders and their teams respond more effectively to complex, emerging conditions. With a unique approach to learning that includes inputs from sources as varied as complexity, systems and design thinking to depth psychology and creative process, she enables her clients to generate their own relevant, innovative solutions for their organisational and commercial challenges.

Asha has established a varied portfolio of private and public sector clients in Europe and Asia: multinationals, SMEs and family-owned businesses in aerospace, automotive, aviation, broadcasting, communications, FMCG, financial services, horticulture, oil and gas, property management and telecommunications; the air force academy, health and higher education.

Her work today focuses on expanding sense-making, holding real dialogue, harnessing collective intelligence, creativity and wisdom. Her clients learn to develop highly collaborative, trustworthy teams who make a clear contribution to value and adapt quickly to rapid-moving disruption. She is currently helping organisations get ‚Äúback to work‚ÄĚ and develop an effective hybrid organisational and operational model.

Asha is also a sculptor and performer who loves nature, yoga and meditation, good food, wine and company. She lives between Milan, Italy and Oxfordshire, UK.

 

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