Philip Miller

Phil is co-founder of Fair Return, a pension claims management company helping retirees get what they are owed. He has worked in financial services for over 20 years. He has been involved with the Transparency Task Force since 2016 and is a Transparency Trophy winner.

Phil believes that those who sensibly save for retirement should not have their pensions depleted by unjustified and unnecessary costs and risk.

Jason Hsu

Jason is founder, chairman and CIO of Rayliant Global Advisors (RGA), a global investment management group with more than US$29 billion in assets managed using its strategies, as of Dec 31, 2019. Rayliant applies quantitative methods to access behavioral-based alpha prevalent in inefficient markets like China. Jason also co-founded Research Affiliates, a smart beta and asset allocation leader with over US$180 billion in assets managed using its strategies.

Jason sits on the editorial board of the Financial Analysts Journal, the Journal of Investment Management, the Journal of Investment Consulting and the Journal of Index Investing. He is an adjunct professor of finance at UCLA Anderson School of Management, and a visiting professor at
Tsinghua University (China), Kyoto University (Japan) and National Chengchi University (Taiwan).

Jason has published more than 40 journal articles and is a contributing author to nine handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards; one Graham and Dodd Reader’s Choice Award; one Graham and Dodd most prestigious award, three Bernstein Fabozzi/Jacob Levy Awards; and three William F. Sharpe Awards. He also co-invented the
Fundamental Index, awarded best index by Global Pensions magazine in 2007, 2008 and 2009.

Jason received his Ph.D. in finance from UCLA Anderson School of Management. He received his M.S. from Stanford University and B.S. from the California Institute of Technology.

Alison Edmonds

Alison is an executive careers coach and social entrepreneur – passionate about supporting people of all ages to choose a direction that takes us towards a sustainable world. Founder and Director of Epic Steps CIC and Epic Steps Careers+, her passion is to help everyone have the self-awareness, courage and confidence to make choices that work positively for themselves, employers, wider communities and the environment.  Alison is an authentic, creative and collaborative leader, focusing on each person’s true value proposition and purpose.  The Epic Steps ethos brings leadership, careers and sustainability together for primary children to industry leaders.
Formerly founder and director of the Global MBA Careers Service at Alliance Manchester Business School, Alison designed and led a new, world-class career management provision for over 4000 blended-learning MBA students in 130 countries.  This included leadership of localised provision from the School’s international centres based in Singapore, Dubai, Hong Kong, Shanghai and Miami.  Previously Director of the full-time MBA Careers Service, Alison worked with over 200 employers annually – from Fortune 500 corporates to regional SMEs – developing market-leading initiatives for full-time MBAs to transition successfully into new roles.  Alison has also led Alumni Relations for 40,000 alumni globally, operating at the most senior level, and designed and led the co-curricular leadership experience of the Global Executive MBA.

Alison is trained in executive coaching and NLP – with considerable experience of working with a wide range of EQ tools as part of her coaching experience over the last 20yrs.  Alison is a member of the PISCES TTF group, the TTF feminine values group and a Fellow of the Royal Society of Arts.  Alison also has Qualified Teacher Status in Science (11-18yrs) from the University of York and a BA and MA Hons in Biomedical Sciences from the University of Cambridge.

Scott Housley

Having spent many years in the financial services sector, Scott is passionate about ensuring consumers (personal and corporate) get a fair deal from their financial service providers, and are not penalised by fraudulent activity. He is also keen to ensure that issues of financial exclusion for whatever reason are addressed.

Scott started life in the late 1960’s as a government statistician working in HM Treasury for 10 years, including 2½ years at the OECD in Paris. From there he moved into financial services, working in Williams & Glyns, RBS Group, Girobank (when part of Royal Mail) and Bradford & Bingley when it was still a building society.

After Bradford & Bingley, Scott joined the LINK Interchange Network in 1999. He won a contract with the Post Office to enable individuals on state benefits to use their benefits card account to access cash at post office counters. This primed Scott’s fascination in financial exclusion and the treatment of customers by financial institutions generally.

His work in LINK on access to cash and the wider aspects of financial services brought him in to contact with a fintech start-up company, Monitise. In the early years of this century, Monitise was one of the very first companies to commence developing mobile banking services. Early business development included working in Uganda, to bring mobile banking to the country. This was around the same time that M-PESA was starting to take off in Kenya. Latterly at Monitise, Scott took on responsibility for corporate responsibility, ethical behaviour and regulatory relationships.

Semi-retirement has included work with the Open University, working with Helen Scott (a TTF Ambassador) at Eris FX to help obtain equity and transparency in the foreign exchange market, and a non-executive directorship at ALCO, a small technology company focusing on programme assurance and transit solutions. It has also provided more time for his other passion – walking. Following a catastrophic fall in the Yorkshire Dales in 2018, Scott was airlifted to the major trauma unit at Leeds General Infirmary. As a result, he is now an authorised volunteer for the Yorkshire Air Ambulance!

Kate Makuen Chartered MCSI, FRSA

Kate is a co-founder and the Chief Marketing Officer of Startup2Exit Club, a management consultancy and venture fund created by three people who met through Tech London Advocates. With over 20 years of experience in senior marketing roles at American Express, J.P. Morgan Chase, HSBC, RBS and Deutsche Bank, her product knowledge extends across asset and wealth management, investment banking, payments, FinTech and RegTech.

Kate has been recognised as a tech evangelist, connecting with business partners to drive the adoption of new technologies, from e-commerce and SSL protection, to AI and machine learning.  She is also an advocate of good governance, risk management and compliance, having worked on a variety of regulatory and audit remediation projects.

A dual US/UK national, Kate studied strategy and innovation at Oxford and political economy at Yale and Cornell. She is a qualified Independent Non Executive Director in fund management and serves as a trustee of the Wentworth Africa Foundation and on the advisory board of RegTech Women. Her passions include diversity, mentoring, sustainability and transparency.

Andrew Delmont

Andrew embarked on his career at Liberty Life in early 2003 as a tied agent. Over time he realised the importance of independent advice as providers compete in different markets. He founded Toro Financial Planners with 3 partners in mid-2006. The firm has grown significantly since its inception, and represents all of the major providers in the investment, long-term, short-term, healthcare and estate planning sectors.

Andrew has two industry related qualifications, namely Finance Honours from the University of the Witwatersrand completed in 2001 and since 2005 he is also a CERTIFIED FINANCIAL PLANNER® professional. He achieved overall distinctions for both qualifications. In 2005, he finished as top student for 2 of the 4 subjects in the Postgraduate Diploma in Financial Planning (Personal Financial Planning & The Financial Planning Environment) though the University of the Free State.

Andrew is a firm believer in fairness and transparency and is proud to serve as an Ambassador for the Transparency Task Force.

Tamar Joulia-Paris

Tamar Joulia-Paris holds various engineering & business management degrees from universities in Europe. 

 

After 10 years in the construction & manufacturing sectors, she joined banking to develop a modern risk management framework for the bank’s global lending, investment & trading books. This gradually included governance, risk appetite, risk and performance analytics, stress testing, credit trading, as well as capital & liquidity management solutions for retail, mortgages and corporate portfolios.

 

Tamar also served on EBA’ Consultative Panel in 2010, and as Board Member at the International Association of Credit Portfolio Managers (IACPM) from 2006 to 2011. She left banking mid-2011 to focus on her academic pursuits in enterprise risk and in credit portfolio management, as well as on senior risk advisory work to bank, insurance, asset management and fintech companies. She recently took an independent Board Member position at the Board of Directors of a bank in orderly resolution.

 

Tamar has authored many articles, and is a regular speaker at conferences in the US and Europe.

Jacqueline Hill FRSA

Jacqueline wants to make a positive difference by supporting people who are actively working to make the world a better place.

Professionally, she offers leadership coaching, change mentoring, reflective practice and connecting good ideas and people (www.jhillassociates.co.uk).  More personally, she is developing her approach to #kindactivism, as illustrated in her linked in profile https://www.linkedin.com/in/Jacqueline mhill/

Jacqueline’s career started in IT followed by sales and marketing roles in the oil and chemicals and banking sectors for an international decision support software company. After 4 years she joined a client organisation heading up a team delivering management information to foreign exchange traders in a bank.  That is when Jacqueline first saw the best and worst of behaviours brought about by deregulation of the markets “people were gambling with my mortgage and savings!”

Headhunted to join a start-up software company, Jacqueline spent the next six years leading teams and developing customer and partnership relationships. To satisfy her increasing curiosity about what makes organisations and people tick, she spent the following six years with Hay Group (now Korn Ferry) as a management consultant.

Jacqueline then experienced her first career cross-roads and first work with a coach who helped Jacqueline to get in touch with her values and identify her personal purpose. As a result, Jacqueline negotiated a sabbatical year from Hay Group and volunteered as a strategic planning advisor for a small not-for-profit organisation in Bangladesh – a life-changing experience.

Jacqueline realised that she could contribute best by sharing her skills with those actively working to make the world a better place and has found Transparency Taskforce to be full of such people!

Kim Schweitzer

Kim has over 20 years of experience in all aspects of Total Rewards. Throughout her career, she has focused on increasing trust, greater fairness, equity and transparency in Reward systems, programs and solutions.   Her expertise includes pre- and post- M&A/integration and retention strategy; executive compensation and global total rewards; fair pay practices focused on eliminating gender and bias pay gaps; and designing and implementing programs addressing business, regulatory and legislative requirements.

Kim is committed to working as a force for social, moral and economic change, and promotes fairness, equity, integrity and authenticity.  She believes, with the world in crisis (fighting Covid, global environmental devastation, and years of racial injustice and discrimination), 2020 provided a trifecta that we can no longer ignore.  We have an obligation going forward to challenge entrenched thinking.  Business as usual will no longer work – it’s time to reset, reassess, reimagine!

To that end, Kim founded Time 4 Change London, Ltd.  While still in its infancy stage, Time 4 Change London helps companies attract and retain employees by fostering a workplace employees can be proud of – by helping companies to define a sustainable and meaningful purpose (beyond simply making short-term profits), live their values authentically, create a Total Rewards culture of fairness and wellbeing (focused on PROFIT AND PURPOSE), and promote an agile organization and culture where ALL STAKEHOLDERS can achieve a better future.

Kim has an extensive academic background as well. Most recently, she embarked on a study of Digital Marketing, London Business School’s Sustainability Leadership and Corporate Responsibility executive education program, and is currently completing Agility in HR and Leading with Agility certifications through ICAgile.  She earned her MBA from Tuck School at Dartmouth (New Hampshire), and a BA in Mathematics and minor in Spanish from University of Richmond (Virginia).

Kim is passionate about contributing to the Transparency Task Force’s global initiatives to rebuild trust and confidence in financial services.  As a force for social, moral and economic change, Kim is honoured to be an Ambassador for such an impactful and critical organization fighting for change!

Musheer Ahmed

Musheer is the Managing Director of FinStep Asia, providing advisory on Fintech & Digital ecosystems in Asia and launching the first cross border program for B2B Indian Fintech firms to scale and expand into Greater China and SE Asia. He is cofounder and board member of Fintech Association of Hong Kong and has an extensive background in financial services and technology, having been a global markets trader for a decade, and a management consultant following his MBA.  He is a member of United Nations ESCAP ESBN Youth and Women Entrepreneurs Taskforce (YET) and co-founder of IndiaTech Hong Kong, a platform for bridging India and China Greater Bay Area.

Musheer has a keen interest in technologies impacting/disrupting investment banking such as blockchain, artificial intelligence and digital banking. He has a strong passion to bridge India and China Greater Bay Area, and has driven on various initiatives to connect the two ecosystems.  He is a mentor and keynote speaker at industry events across the region and guest lecturer on topics of Fintech, Digital Banking, Investment Management, Cryptocurrency and Blockchain, Artificial Intelligence at HKU, HKUST, HKU Space, CUHK and Lingnan University.  He has written blogs on Fintech and Investment Banking and been quoted in various media channels, including on CNBC, Bloomberg, SCMP, IFLR, Asian Investor, Medici, Economic Times, etc.,

Linkedin: https://www.linkedin.com/in/syedmusheer/

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