Daily Activity Report January – June - Transparency Task Force

The purpose of this web page is to provide a simple daily record of key activities carried out by Andy Agathangelou, as specifically requested by the Transparency Task Force Advisory Board at the Transparency Task Force Advisory Board meeting held on Tuesday 15th January 2019.

In the interests of transparency it can be viewed by stakeholders or anybody else that wants to see it.

Where the individual/organisation below is outside of the UK the country is mentioned.

For any queries please make contact through

andy.agathangelou@transparencytaskforce.org

January 2019

Friday 4th

Telephone Appointment with Burges Salmon
Telephone Appointment with Money Marketing

Monday 7th

Conference Call with Ark Campaign Group/Montfort International
Conferene Call with the Market Integrity SIG
Conferene Call with the Banking SIG
Conferene Call with the Foreign Exchange SIG
Conferene Call with the Financial Stability SIG

Tuesday 8th

Telephone Appointment with Clara Pensions
Telephone Appointment with RequirementOne
Conferene Call with the Costs/Charges SIG
Conferene Call with the Pensions SIG
Conferene Call with the Investment Consulting/Fiduciary Management SIG
Conferene Call with the Asset Management SIG

Wednesday 9th

Telephone Appointment with Positive Money
Conferene Call with the PISCES SIG
Conferene Call with the Governance/Compliance/Risk SIG
Conferene Call with the Communications SIG
Conferene Call with the FinTech SIG

Thursday 10th

Telephone Appointment with BP Pension Scheme
Telephone Appointment with Better Capital
Conferene Call with the Financial Planning SIG
Conferene Call with the Anti-Scams SIG

Friday 11th

Telephone Appointment with KBA Consulting Group
Telephone Appointment with RequirementONE
Conference Call with 2020 Trustees
Conferene Call with the APAC SIG
Conferene Call with the EMEA SIG
Conferene Call with the GTI SIG
Conferene Call with the Americas SIG

Monday 14th

Zoom Call with One Planet Education Networks
Telephone Appointment with Atos
Telephone Appointment with Eurodad – Brussels
Telephone Appointment with Ark Campaign Group

Tuesday 15th

Telephone Appointment with Burges Salmon
Telephone Appointment with RequirementONE
Meeting with Irwin Mitchell
Meeting with Transparency Task Force Advisory Board

Wednesday 16th

Symposium on “The CMA’s Final Report on Investment Consulting and Fiduciary Management Markets” https://new.transparencytaskforce.org/previous-events/london-16th-january-2019/

Thursday 17th

Meeting with Newgate Communications
Telephone appointment with Germana Canzi
Telephone appointment with Trevor Davies & Associates
Meeting with Transparency Task Force Pensions Dashboard
Meeting with Cairn Consulting
Meeting with FCA

Friday 18th

Telephone appointment with RequirementONE
Telephone appointment with Informed Decisions
Telephone appointment with Comcast – USA
Meeting with Green Economy Coalition

Monday 21st

Telephone appointment with Adrian Tupper
Meeting with Positive Money
Telephone appointment with RequirementONE
Meeting with RSA
Meeting with St James’s Place Wealth Management
Attended Meeting with All Party Parliamentary Group about Development of Banking Principles at the House of Commons
Consultation response submitted to the Prudential Regulatory Authority’s Consultation Paper 23/18 which can be downloaded here: https://new.transparencytaskforce.org/teams-of-volunteers/pisces/

Tuesday 22nd

Conference call with Share Action, Centrica and Willis Towers Watson
Telephone appointment with RequirementONE
Conference call with RST Consulting & Advisory Service, Willis Towers Watson, Frankilin Templeton Investments, Ocean Governance and Sumedh Shastri
Telephone appointment with Cairn Consulting
Conference call with Adrian Segens and Capital Dynamics
Telehpone appointment with University College London
Telephone appointment with AHC

Wednesday 23rd

Telephone appointment with City of Trees
Telephone appointment with RequirementONE
Conference call with Chase de Vere, Helen White and RSPB
Telephone appointment with Imperial College Business School
Telehpone appointment with Mobius Life

Thursday 24th

Telephone appointment with RequirementONE
Conference call with HSBC

Friday 25th

Attended Muzinich Corporate Credit Conference 2019 “Navigating Fundamental Change”
Telephone appointment with RequirementONE

Monday 28th

Telephone appointment with Aon
Telephone appointment with Tavistock Investments
Meeting with House of Commons at Portcullis House
Attended RequirementONE event

Tuesday 29th

Telephone appointment with Banking & Finance Oath
Telephone appointment with Principles of Responsible Investment – South Africa
Telephone appointment with Momentous Change
Telephone appointment with World Sustainability Development Forum
Telephone appointment with Wellington-Altus Private Wealth – Canada
Conference call with Green Purposes Company
Telephone appointment with The Ark Pensions Scam Support Group

Wednesday 30th

Telephone appointment with Passion Inc
Telephone appointment with Aon
Telephone appointment with Tactical Alpha Group – USA
Telephone appointment with Scorpeo – USA
Telephone appointment with City of London Corporation

Thursday 31st

Telephone appointment with Muzinich
Conference call with Client Earth
Telephone appointment with Teresa Graham
Telephone appointment with GCU London
Consultation response submitted to the Financial Conduct Authority’s Discussion Paper 18/8 on Climate change which can be downloaded here: https://new.transparencytaskforce.org/teams-of-volunteers/pisces/

February 2019

Friday 1st

Telephone appointment with Institutional Investors Roundtable
Telephone appointment with Lion Trust
Telephone appointment with Tomorrows Company
Telephone appointment with Unite the Union
Telephone appointment with FCA
Telephone appointment with City of Trees
Telephone appointment with Leeds Becketts University

Monday 4th

Telephone appointment with Lansons
Telephone appointment with Simmons-Simmons
Telephone appointment with Russell Investments
Telephone appointment with Valu-Trac Investment Management
Conference call with FCA
Telephone appointment with BP Pension Trustees
Telephone appointment with Direct Line Group

Tuesday 5th

Telephone appointment with Clover.com.au – Australia
Telephone appointment with NOW Pensions
Telephone appointment with Murray Asset Management
Telephone appointment with JLT Group
Telephone appointment with Innovalue Consult
Telephone appointment with Merry & Co – Peru
Telephone appointment with Scorpeo – USA
Conference call with Eris FX and Transfer Wise

Wednesday 6th

Telephone appointment with SEI Investments
Telephone appointment with Russell Investments
Telephone appointment with Responsible Finance
Telephone appointment with Zephyre
Telephone appointment with Muse Advisory

Thursday 7th

Meeting with Clara Pensions
Telephone appointment with Compliance Solutions Strategies
Meeting with Tomorrows Company

Friday 8th

Telephone appointment with Capital Cranfield
Telephone appointment with Ali Haouas
Telephone appointment with University of Oxford
Conference call with Imperial College Business School
Telephone appointment with Share Action
Telephone appointment with CFA Institute
Telephone appointment with Industrial Strategy Commission
Telephone appointment with City of Trees
Telephone appointment with Goldmans Sachs
Telephone appointment with Wise Trading Technologies – USA
Telephone appointment with Mercer – USA
Telephone appointment with Oneway Ventures – USA
Telephone appointment with Marquette University law School – USA
Telephone appointment with FIS Group – USA

Monday 11th

Telephone appointment with BFO
Telephone appointment with Tiger Link Advisors
Telephone appointment with Greencoat Capital
Telephone appointment with Ortect Finance
Telephone appointment with AMNT
Telephone appointment with Royal Mail Pensions Trust
Telephone appointment with Lansons

Tuesday 12th

Attended Silver Finch panel session
Attended CSS London Session: The World of Regulatory Template Exchange – What’s Next?CSS London Session: The World of Regulatory Template Exchange – What’s Next?
Meeting with Big Pond
Meeting with Greater London Mutual
Meeting with Tesco Pension Scheme and Pensions Playpen
Conference call with Newgate Communications, City of London Corporation
Meeting with Cairn Consulting and Bradley Stratford

Wednesday 13th

Telephone appointment with Stagecoach Group
Telephone appointment with Fundhouse
Telephone appointment with Eon
Telephone appointment with Aim4Gain
Telephone appointment with The Ark Pension Scam Support Group
Telephone appointment with Stamford Associates
Telephone appointment with AHC
Telephone appointment with InReg sàrl – Luxembourg
Telephone appointment with Leodoran Financial – Lexington, SC, USA
Telephone appointment with Center for Retirement Research at Boston College – USA
Telephone appointment with State Street – USA
Telephone appointment with Northfield – USA

Thursday 14th

Telephone appointment with Legal & General
Telephone appointment with IT Capital – USA
Telephone appointment with Union Investment
Telephone appointment with Epic Steps
Telephone appointment with Lane Clark & Peacock
Telephone appointment with Agility Pension Plan
Telephone appointment with Helen White
Telephone appointment with Bye Associates

Friday 15th

Telephone appointment with Amundi – France
Telephone appointment with Pension Bee
Telephone appointment with Price Waterhouse Coopers
Telephone appointment with Punter Southall Governance
Telephone appointment with Ali Haouas
Telephone appointment with Sinclair Capital – USA
Telephone appointment with Stable Value Consultants – USA
Telephone appointment with David Stripp Consulting
Telephone appointment with Auour – USA
Telephone appointment with Conscious Capitalism – USA
Telephone appointment with J. Bradford Investments – USA
Telephone appointment with Proxywatch – USA
Telephone appointment with Conley Investment Group – USA

Monday 18th

Telephone appointment with Sue Garrard Consulting
Telephone appointment with FCA
Telephone appointment with Candela Capital
Telephone appointment with Transcend Consultancy
Telephone appointment with HM Treasury
Telephone appointment with Beechcroft Associates
Telephone appointment with Institute for Financial Transparency – USA
Telephone appointment with M.A. Pfister Strategy – USA
Telephone appointment with Morgan Stanley – USA

Tuesday 19th

Telephone appointment with The KBA Consulting Group – Australia
Meeting with Bank of England
Meeting with The Investment Association
Meeting with InReg sàrl
Telephone appointment with Eddy Company – USA

Wednesday 20th

Telephone appointment with The Global Centre for Conscious Leadership
Telephone appointment with Natixis Investment Managers
Telephone appointment with City of Trees
Telephone appointment with Georgeson
Telephone appointment with We Are Just
Telephone appointment with Domeyard – USA
Telephone appointment with Helen White
Telephone appointment with Impact Analytics – USA

Thursday 21st

Telephone appointment with Heelan Associates
Telephone appointment with Punter Southall Governance
Telephone appointment with IQM Corporation
Telephone appointment with PeopleNet
Telephone appointment with Agility Pension Plan
Telephone appointment with Rutgers University – USA
Conference call with Pew Trusts – USA
Telephone appointment with Investor Relations – USA

Thursday 21st

Telephone appointment with Heelan Associates
Telephone appointment with Punter Southall Governance
Telephone appointment with IQM Corporation
Telephone appointment with PeopleNet
Telephone appointment with Agility Pension Plan
Telephone appointment with Rutgers University – USA
Conference call with Pew Trusts – USA
Telephone appointment with Investor Relations – USA

Friday 22nd

Telephone appointment with Financial Data
Telephone appointment with Principles for Responsible Investment
Telephone appointment with Social Finance – USA
Telephone appointment with Ali Haouas
Telephone appointment with Newgate Communications
Telephone appointment with Riverbend Advisors- USA
Telephone appointment with FDIC- USA

Monday 25th

Telephone appointment with FTSE 250
Telephone appointment with MUFG
Telephone appointment with TIAA Global Asset Management
Telephone appointment with Ernst Young
Telephone appointment with The Fiduciary Institute – USA
Conference call with PRI and Batseta
Conference call with Office of the Comptroller of the Currency – USA
Telephone appointment with Morgan Stanley – USA

Tuesday 26th

Online meeting with Arc Benefits
Meeting with Punter Southall Governance
Telephone appointment with Triodos Bank
Telephone appointment with Council of Institutional Investors – USA
Telephone appointment with IFI Global
Telephone appointment with Jaanu Consulting
Telephone appointment with Moody’s Investors Service – USA
Telephone appointment with RSR Partners – USA
Telephone appointment with M.A. Pfister Strategy – USA

Wednesday 27th

Telephone appointment with CWC Research

Thursday 28th

Telephone appointment with Strategy 61 – Austraila
Telephone appointment with World Sustainability Development Forum
Telephone appointment with Visible Thread – Ireland
Telephone appointment with Investigative Fund – USA
Conference call with Punter Southall Governance, Bates Barristers and Scorpeo – UK & USA
Conference call with Muzinich
Telephone appointment with Cornell Law School – USA
Telephone appointment with Arabesque – USA
Telephone appointment with Newton Public Schools – USA

March 2019

Friday 1st

Conference call with Pensions Administration Standards Association and The Ark Pension Scam Support Group
Meeting with City of Trees
Telephone appointment with Ross School of Business at the University of Michigan – USA
Telephone appointment with Visible Thread – USA
Telephone appointment with PRMIA – USA
Telephone appointment with Crypto Reseach Group – USA

Monday 4th

Telephone appointment with Grant & Eisenhofer – Netherlands
Telephone appointment with Greater London Mutual
Telephone appointment with BSI Group
Telephone appointment with Public Company Accounting Oversight Board – USA
Telephone appointment with TFC Financial – USA
Telephone appointment with Davies Ward Phillips & Vineberg – USA

Tuesday 5th

Meeting with Transparency Task Force Interoperability Steering Group
Telephone appointment with Bernstein Global Wealth Management – USA
Telephone appointment with Ursa Fund Solutions – USA
Meeting with Price Waterhouse Coopers
Meeting with Montfort International

Wednesday 6th

Telephone appointment with RSA
Meeting with GLM Board
Telephone appointment with UK Finance
Telephone appointment with Dimensional – USA
Telephone appointment with Landgrove Capital
Telephone appointment with Newton Investment Management

Thursday 7th

Telephone appointment with The Ark Pension Scam Support Group
Telephone appointment with Financial News
Telephone appointment with Jaanu Consulting
Telephone appointment with Fair Banking
Telephone appointment with Aon
Telephone appointment with First State Investments – USA
Telephone appointment with Consulting Services Support Corporation – USA
Telephone appointment with Financial Risk Fitness – Germany
Telephone appointment with Virtu – USA
Telephone appointment with SBA

Friday 8th

Telephone appointment with RequirementONE
Conference call with Cambridge Judge Business School and Momentous Change
Telephone appointment with Lloyds Banking Group
Telephone appointment with First Affirmative – USA
Telephone appointment with Even Financial – USA
Telephone appointment with Institute for New Economic Thinking – USA
Telephone appointment with SBA – USA
Telephone appointment with Lazard – USA
Telephone appointment with M.A Pfister Strategy Group – USA
Conference call with FLAIA

Monday 11th

Telephone appointment with Orbis

Tuesday 12th

Symposium on “How can we accelerate the rebuilding of st and confidence in the Financial Services?” https://new.transparencytaskforce.org/previous-events/boston-12th-march-2019/

Thursday 14th

Symposium on “How can we accelerate the rebuilding of trust and confidence in the Financial Services?” https://new.transparencytaskforce.org/previous-events/new-york-14th-march-2019/

Friday 15th

Meeting with Gitterman Wealth Management
Meeting with Arabesque Partners

Monday 18th

Telephone appointment with The KBA Consulting Group – Australia
Telephone appointment with TBLI Group – Netherlands
Telephone appointment with Durham University Business School
Telephone appointment with Price Waterhouse Coopers
Telephone appointment with Tomorrows Company
Telephone appointment with CMA
Telephone appointment with Kempen
Telephone appointment with SOENECS
Telephone appointment with Lansons

Tuesday 19th

Meeting with CFA Institute
Telephone appointment with Antara Project
Telephone appointment with Marketcore

Wednesday 20th

Symposium on “Active/Passive – seeing the whole picture; and what does the future of asset management look like?” https://new.transparencytaskforce.org/previous-events/london-20th-march-2019/

Thursday 21st

Telephone appointment with The Pensions Regulator
Telephone appointment with The Ark Pension Scam Support Group
Telephone appointment with Centaur Media
Telephone appointment with Principles for Responsible Investment
Telephone appointment with Project Heather
Telephone appointment with DiligenceVault

Friday 22nd

Telephone appointment with Pensions Administration Standards Association
Telephone appointment with Ignition House
Telephone appointment with Responsible Finance
Telephone appointment with Calpers

Monday 25th

Telephone appointment with Cairn Consulting
Conference call with Montfort International
Telephone appointment with Unite the Union
Conference call with Union Bancaire Privee
Telephone appointment with Eris FX
Conference call with Kinder Institute – USA
Telephone appointment with Greenberg Traurig – USA
Telephone appointment with Conscious Capitalism – USA
Conference call with Pew Trust – USA
Telephone appointment with Ventana Financial Associates – USA

Tuesday 26th

Attended Style Analytics event
Meeting with Punter Southall Governance
Attended Sustainable Finance Stakeholders event

Wednesday 27th

Meeting with People Net
Telephone appointment with Blondemoney
Telephone appointment with CFA NY – USA
Telephone appointment with Fundopolis – USA
Telephone appointment with TISA
Telephone appointment with Opturo
Telephone appointment with The Ark Pension Scam Support Group

Thursday 28th

Telephone appointment with Tiger Link Advisors
Telephone appointment with Style Analytics
Telephone appointment with Informed Decisions – Ireland
Telephone appointment with TISA
Telephone appointment with Opturo
Telephone appointment with The Ark Pension Scam Support Group
Conference call with Chartered Insurance Institute
Telephone appointment with International Corporate Governance Network
Telephone appointment with Greenberg Traurig
Telephone appointment with Wise Trading Technologies – USA
Conference call with Ai4 Impact Investing and Conscious Capitalism – USA
Conference call with Pensions Administration Standards Association and The Ark Pension Scam Support Group

Friday 29th

Telephone appointment with Institutional Benchmarking Institute
Telephone appointment with Cambridge Judge Business School
Telephone appointment with City of Trees
Telephone appointment with Mark Hooker – USA
Conference call with FCA and The Ark Pension Scam Support Group
Telephone appointment with Bates Barristers – USA
Conference call with Scorpeo – USA
Telephone appointment with Association of Member Nominated Trustees
Telephone appointment with Auour Investments – USA

April 2019

Monday 1st

Conference call with Market Integrity SIG
Conference call with Zephyre and Eris FX
Conference call with Banking SIG
Conference call with Foreign Exchange SIG
Conference call with Financial Stability SIG

Tuesday 2nd

Conference call with Costs & Charges SIG
Telephone appointment with Consumer Insights
Conference call with Pensions SIG
Telephone appointment with SVR Consultancy
Conference call with Investment Consulting & Fiduciary Management SIG
Telephone appointment with Marketcore – USA
Conference call with Asset Management SIG
Conference call with The Ark Pension Scam Support Group, Pensions Administration Standard Association and Labour Party
Telephone appointment with Calpers – USA

Wednesday 3rd

Conference call with PISCES SIG
Telephone appointment with Eris FX
Conference call with Compliance/Legal/Audit/Regulatory/ Governance/Custodian/Risk Management/General Counsel SIG
Conference call with Communications SIG
Conference call with Fintech SIG
Telephone appointment with Ross – USA

Thursday 4th

Conference call with Financial Planning SIG
Conference call with Anti-scams SIG
Conference call with Whistleblowing SIG
Conference call with Private Equity Team SIG
Conference call with Hedge Funds SIG

Friday 5th

Conference call with Team EMEA SIG
Meeting with The Pensions Regulator
Conference call with Team GTI SIG
Telephone appointment with Informed Decisions – Ireland
Conference call with Team Americas SIG
Conference call with Team APAC SIG

Monday 8th

Telephone appointment with Aon
Telephone appointment with Carbon Tracker
Telephone appointment with Barry-Walsh Associates
Telephone appointment with Sector4Focus
Telephone appointment with TD Partners
Telephone appointment with Calm Financial Care – Ireland
Telephone appointment with Antara Project
Telephone appointment with Transcend
Telephone appointment with Goldman Sachs
Telephone appointment with BlueVal Group – USA
Conference call with Random Performance and University of Essex
Telephone appointment with Clearstream
Conference call with Newton Investment Management
Consultation response submitted to the Financial Conduct Authority’s Policy Statement 19/3 on General Standards and Communication Rules for the Payment Services and E-money Sectors which can be downloaded here: https://new.transparencytaskforce.org/downloads/

Tuesday 9th

Telephone appointment with First State Supper – Australia
Telephone appointment with Uni-Super – Australia
Telephone appointment with ICC – Sweden
Telephone appointment with Vivat Verzekeringen – Netherlands
Telephone appointment with Mission Brand
Conference call with Russell Investments
Telephone appointment with Ocean Governance
Telephone appointment with Capita Employee Solutions
Conference call with Foreign Exchange SIG about our FCA consultation response
Telephone appointment with Aon – Netherlands
Conference call with Eaton Vance and Wise Trading Technologies

Wednesday 10th

Telephone appointment with Dimensional – Australia
Telephone appointment with EFG Private Bank
Telephone appointment with Hermes Investments
Telephone appointment with Institute and Faculty of Actuaries
Conference call with Aon – Netherlands
Telephone appointment with Baroness Falkner of Margravine
Telephone appointment with Global Alliance for Banking on Values – Spain
Telephone appointment with Relational Analytics
Telephone appointment with Alex Kim – USA
Telephone appointment with Ferret Information Systems
Telephone appointment with Natixis Invesment Management
Telephone appointment with Trans4m Center For Integral Development – USA

Thursday 11th

Telephone appointment with Responsible Investment- Australia
Meeting with Currency Fair
Meeting with Hermes Investments
Telephone appointment with Reward Strategy

Friday 12th

Telephone appointment with Crawford School of Public Policy – Australia
Telephone appointment with Lang Cat
Telephone appointment with Callund Consulting
Conference call with Burges Salmon
Telephone appointment with Greater London Mutual
Telephone appointment with Adrian Holliday
Telephone appointment with University of Cambridge Institute for Sustainability Leadership
Telephone appointment with Goldsmith Financial Services
Telephone appointment with Duff & Phelps
Telephone appointment with Grant & Eisenhofer P.A. – Netherlands
Telephone appointment with Toroso Advisors – USA
Telephone appointment with Fairshares Association

Monday 15th

Telephone appointment with Robeco – Netherlands
Telephone appointment with Said Business School
Telephone appointment with Earth Capital Partners
Telephone appointment with Responsible Investor
Telephone appointment with Zephyre
Telephone appointment with Bailie Gifford
Telephone appointment with AiM
Telephone appointment with Orbis
Telephone appointment with Natixis Investment Managers
Telephone appointment with Global Capital
Telephone appointment with Social Enterprise International
Telephone appointment with Russell Investments

Tuesday 16th

Telephone appointment with Responsible Investment Advisor
Meeting with Jetro London
Meeting with Eris FX
Meeting with Ignition House

Wednesday 17th

Telephone appointment with Evolutesix
Telephone appointment with Smart Money Match – Switzerland
Telephone appointment with Aquamarine – Switzerland
Telephone appointment with Better Finance – Belgium
Telephone appointment with UK Values Alliance
Telephone appointment with Evolutesix
Telephone appointment with SeedTribe
Telephone appointment with PluckPR – USA
Telephone appointment with Arc Benefits
Telephone appointment with IT Capital
Telephone appointment with Carlow Consulting

Thursday 18th

Conference call with TISA
Telephone appointment with Xprience – Belgium
Telephone appointment with CCP Research Foundation
Telephone appointment with Wesleyan
Telephone appointment with APPG on Fair Business Banking
Telephone appointment with ai4 Impact Investing – USA

Tuesday 23rd

Telephone appointment with First State
Telephone appointment with Z/Yen Group
Telephone appointment with Friends Provident Foundation
Telephone appointment with CCLA Investment Management
Telephone appointment with Coop Exchange
Attended FCA meeting
Telephone appointment with Steadyhand Investment Funds – USA
Telephone appointment with Cambridge Associates – USA

Wednesday 24th

Conference call with The KBA Consulting Group – Australia
Telephone appointment with Aon – Netherlands
Telephone appointment with Financial Times
Telephone appointment with UKSA
Conference call with Newgates Communications and Association of Accounting Technicians
Telephone appointment with UKFIC
Telephone appointment with Adrian Tupper
Telephone appointment with Harvard Management Company – USA
Telephone appointment with Theta Lake – USA
Telephone appointment with Decision Technologies Corporation – USA
Telephone appointment with AFEX – USA
Telephone appointment with Curley Global IR – USA

Thursday 25th

Telephone appointment with TD Partners
Telephone appointment with Nordea – Luxembourg
Telephone appointment with LifeSearch
Telephone appointment with Legal & General
Telephone appointment with Protect, Speak up – stop harm
Telephone appointment with Evolutesix
Telephone appointment with CFA Institute – USA
Telephone appointment with Said Business School
Telephone appointment with Calpers – USA

Friday 26th

Telephone appointment with Hermes Investment
Telephone appointment with TBLI Group – Netherlands
Telephone appointment with London South Bank University

Monday 29th

Telephone appointment with Mercer – Australia
Telephone appointment with The Asset Management Exchange
Telephone appointment with Strategia Worldwide – Netherlands
Telephone appointment with Fairmoney
Telephone appointment with World Sustainability Development Forum
Meeting with House of Commons

Tuesday 30th

Telephone appointment with MGEN – France
Telephone appointment with Global Alliance for banking on Values – Netherlands
Telephone appointment with Krzysztof Grabowski – Poland
Telephone appointment with Marketcore – USA
Conference call with UKAS
Telephone appointment with Mail on Sunday
Telephone appointment with Long Game – USA
Conference call with Decision Technologies – USA

May 2019

Wednesday 1st

Telephone appointment with Principles for Responsible Banking – Australia
Telephone appointment with John Banerjee
Telephone appointment with International Institute for Self-governance – Australia
Telephone appointment with Jamie Broderick
Telephone appointment with Pensioenfederatie – Netherlands
Telephone appointment with Brandon Davies
Telephone appointment with Paul Carlier
Telephone appointment with KPMG – Netherlands
Telephone appointment with Martin Confiserie Manufaktur AG – Switerzland
Telephone appointment with Conduct Academy
Telephone appointment with IHS Markit – USA
Telephone appointment with Boston University – USA

Thursday 2nd

Telephone appointment with Mallowstreet
Telephone appointment with Rec Moneda Ciudadana – Spain
Conference call with Cuff Associates
Telephone appointment with EQ Investors
Telephone appointment with Tortoise – France
Telephone appointment with Rabobank – Netherlands
Telephone appointment with Harding Financial
Telephone appointment with IBM – Germany

Friday 3rd

Telephone appointment with Insight Financial Research
Telephone appointment with Imperial College Business School
Telephone appointment with Authentic Investor
Telephone appointment with Better Finance – Belgium
Telephone appointment with AHC
Telephone appointment with Coalition for Inclusive Capitalism – USA
Telephone appointment with Mercer – USA

Tuesday 7th

Telephone appointment with Ernst & Young
Telephone appointment with UK Finance
Conference call with SCM Direct
Telephone appointment with Marketcore – USA
Telephone appointment with The Fair Banking Foundation
Telephone appointment with Finacial Times
Telephone appointment with Style Analytics – USA

Wednesday 8th

Telephone appointment with Nationwide
Telephone appointment with Cairn Consulting
Telephone appointment with Cap:Ratio
Telephone appointment with Citi
Telephone appointment with Value Edge Advisors
Telephone appointment with Larry Bates – USA
Telephone appointment with MiFinity – Ireland
Telephone appointment with Resolver Group – USA
Telephone appointment with Stakeware – USA

Thursday 9th

Telephone appointment with Grimes International – Ireland
Telephone appointment with nAperte – Ireland
Telephone appointment with Financial Services Consumer Panel
Telephone appointment with Simpler – Ireland
Telephone appointment with NeoTutum Risk Management – Ireland
Telephone appointment with SIPA – USA
Telephone appointment with Camrose Consulting
Conference call with ai4 Impact Investing and Wise Trading Technologies – USA

Friday 10th

Telephone appointment with The Association of Superannuation Funds of Australia – Australia
Telephone appointment with British Council – Ghana
Telephone appointment with Article 13
Telephone appointment with TLT Solicitors
Telephone appointment with RSA
Telephone appointment with BitRecon
Telephone appointment with Oaktree Financial
Telephone appointment with Floirin Corporate Finance – Ireland
Telephone appointment with UN Global Compact Network UK
Telephone appointment with MASF Consulting – Ireland
Telephone appointment with The Sight Store Pension Scam Support Group

Monday 13th

Telephone appointment with CFA Institute – Belgium
Telephone appointment with QPQ – Ireland
Telephone appointment with Ernst & Young – Germany
Telephone appointment with Magenta Financial Planning
Telephone appointment with Safecall
Telephone appointment with Redington
Telephone appointment with Future-Fit Foundation
Telephone appointment with Principles for Responsible Banking
Telephone appointment with Kweku Adoboli
Conference call with Central Bank of Ireland – Ireland

Tuesday 14th

Telephone appointment with Grimes International – Ireland
Telephone appointment with Guan Seng Khoo – Singapore
Conference call with Saffron Robo
Telephone appointment with Hume Brophy – Ireland
Telephone appointment with Jacquie Duckworth
Conference call with Zephyre, Eris FX and Paul Carlier
Conference call with Cicero Group
Conference call with Decision Technologies – USA

Wednesday 15th

Telephone appointment with Dimensional – Australia
Telephone appointment with Aquamarine Capital – Switzerland
Meeting with Scorpeo
Meeting with TTF Advisory Board Meeting
Telephone appointment with Willis Towers Watson – Netherlands

Thursday 16th

Symposium on “How can we accelerate the rebuilding of trust and confidence in the Financial Services?” https://new.transparencytaskforce.org/upcoming-events/london-16th-may-2019/
Telephone appointment with Dimensional – USA

Friday 17th

Conference call with QPQ
Telephone appointment with FTSE 250
Telephone appointment with Think ETF’s – Netherlands
Telephone appointment with Susquehanna International Group – Ireland
Telephone appointment with Responsible Asset Owners Global Symposium
Telephone appointment with NOW Pensions

Monday 20th

Telephone appointment with Achmea – Netherlands
Telephone appointment with Association of Feroigh Banks – Switzerland
Telephone appointment with Think ETF – Netherlands
Telephone appointment with Ignition House
Telephone appointment with Trustmoore – Netherlands
Telephone appointment with DTS Duijn’s Tax Solutions – Netherlands
Conference call with Visible Thread – Ireland
Telephone appointment with Switchfoot
Telephone appointment with Resolver Group
Telephone appointment with Credit Suisse AG – Switzerland
Telephone appointment with MAPPS
Telephone appointment with Ernst & Young
Telephone appointment with Citigate Dewe Rogerson
Telephone appointment with Decision Technologies – USA

Tuesday 21st

Conference call with TTF Market Integrity Team
Telephone appointment with Mercer – Australia
Telephone appointment with ETF Summit Toronto
Telephone appointment with Scale Up Nation – Netherlands
Telephone appointment with Prodigy IT Solutions – Romania
Telephone appointment with Ward Hadaway
Conference call with Dimensional
Telephone appointment with Square Health
Telephone appointment with Yellowtail – Netherlands
Telephone appointment with TLT Solicitors

Wednesday 22nd

Telephone appointment with Mercer – Hong Kong
Telephone appointment with UBS – Switzerland
Telephone appointment with ICMA Group
Telephone appointment with Visible Thread – Ireland
Telephone appointment with Wagestream – Ireland
Telephone appointment with Ace Capital Investment – Ireland
Telephone appointment with Surety Bonds – Ireland
Conference call with Project Heather & Cambridge Judge Business School
Telephone appointment with Yellowtail – Netherlands
Symposium on “Accelerating our journey towards a green economy, before it’s too late https://new.transparencytaskforce.org/previous-events/london-22nd-may-2019/

Thursday 23rd

Telephone appointment with Wurgler of Association of Feroigh Bank – Switzerland
Conference call with CFA Institute – Belgium
Telephone appointment with HUB Consulting Associates
Telephone appointment with IDA Ireland – Ireland
Telephone appointment with Visible Thread – Ireland
Telephone appointment with The Ark Pension Scam Support Group
Telephone appointment with ABN AMRO Bank N.V. – Netherlands
Telephone appointment with Finch Capital – Netherlands
Conference call with Evolutesix, I3 Partners & Reporting 3
Telephone appointment with Willis Towers Watson – Netherlands
Telephone appointment with Ariadne Business Analytics – Switzerland
Conference call with Department of Finance – Ireland

Friday 24th

Telephone appointment with International Institute for Self Governance – Australia
Telephone appointment with Eureeca – Netherlands
Telephone appointment with Duff & Phelps – Netherlands
Telephone appointment with The Association of Compliance Officers – Ireland
Telephone appointment with Money Point – Ireland
Telephone appointment with The Ark Pension Scam Support Group
Telephone appointment with Flender – Ireland
Telephone appointment with Financial Conduct Authority
Telephone appointment with Edelman – Ireland

Monday 27th

Telephone appointment with Pointer Brand Protection – Netherlands
Telephone appointment with Jaanu Consulting
Telephone appointment with Simplewealth – Switzerland

Tuesday 28th

Telephone appointment with Aon – Netherlands
Conference call with Impact Experience & ai4 Impact Investing

Wednesday 29th

Symposium on “How can we accelerate the rebuilding of trust and confidence in Financial Services?” https://new.transparencytaskforce.org/previous-events/dublin-29th-may-2019/

Thursday 30th

Meeting with University College of Dublin – Ireland

Friday 31st

Meeting with University College of Dublin – Ireland

June 2019

Monday 3rd

Telephone appointment with Centre for Inspired Leadership
Telephone appointment with Simplewealth – Switzerland
Conference call with UK Values Alliance & ServiceBrand Global
Telephone appointment with Prodigy IT Solutions – Romania
Telephone appointment with CFA Institute – USA
Telephone appointment with Baadar Helvea Group – Switzerland
Telephone appointment with Smart Pensions

Tuesday 4th

Telephone appointment with Aon – Netherlands
Telephone appointment with About Life & Finance – Belgium
Telephone appointment with Triodos
Conference call with Epic Steps, Green Schools Project & City of Trees
Telephone appointment with Swiss Re Corporate Solutions – Switzerland
Telephone appointment with Simplewealth – Switzerland
Telephone appointment with Eureeca – Netherlands
Telephone appointment with Antler – Netherlands
Telephone appointment with Principles for Responsible Investment

Wednesday 5th

Telephone appointment with Financial Conduct Authority
Telephone appointment with Authentic Investors
Telephone appointment with University College of Dublin – Ireland

Thursday 6th

Symposium on “How can we accelerate rebuilding trust and confidence in Financial Services?” https://new.transparencytaskforce.org/previous-events/amsterdam-6th-june-2019/

Friday 7th

Telephone appointment with BBC, You & Yours
Telephone appointment with Arkadiko Partners

Monday 10th

Telephone appointment with Wa4steam – Belgium
Telephone appointment with Legal & General
Telphone appointment with Evolutesix
Telephone appointment with Good Vibes Consulting – Belgium
Telephone appointment with Bpostbank – Belgium
Conference call with Northumbria University & Durham University Business School
Telephone appointment with Berlin Economics – Belgium
Attended Transparency Asset Owners event

Tuesday 11th

Telephone appointment with ConnectedValue – Switzerland
Telephone appointment with European Future Forum – Belgium
Conference call with HM Treasury
Telephone appointment with Candriam – Belgium
Telephone appointment with EIB – Belgium
Telephone appointment with Finwise – Belgium
Telephone appointment with KBC Securities – Belgium
Telephone appointment with Snippet Finance – Israel
Telephone appointment with Provincie Limburg – Belgium
Telephone appointment with Swiss Finance + Technology Associations – Switzerland
Telephone appointment with Euroclear – Belgium
Telephone appointment with Centre for Inspired Leadership
Telephone appointment with Microstart – Belgium
Telephone appointment with Spreds – Belgium
Telephone appointment with Ethikos Lawyers – Belgium
Telephone appointment with Lab Box – Belgium

Wednesday 12th

Telephone appointment with European Banking Federation – Belgium
Telephone appointment with V3 Capital – Switzerland
Telephone appointment with Crowdfunder
Telephone appointment with Prodigy IT Solutions – Romania
Telephone appointment with Simplewealth – Switzerland
Telephone appointment with FECIF – Belgium
Conference call with Parliament & The Ark Pensions Scam Support Group
Conference call with Association of Accounting Technicians
Conference call with Style Analytics
Telephone appointment with World Savings Bank Institute – Belgium
Telephone appointment with Ethical Finance Hub
Telephone appointment with The Fairbanking Foundation
Telephone appointment with ACEDS – USA
Telephone appointment with The Times

Thursday 13th

Conference call with The KBA Consulting Group – Australia
Telephone appointment with Allianz – Belgium
Telephone appointment with CBBA Europe – Italy
Telephone appointment with I3 Partners
Telephone appointment with Azimuth.one – Switzerland
Telephone appointment with Jannu Consulting
Telephone appointment with ICAEW – Belgium
Telephone appointment with CFA – Switzerland
Telephone appointment with Dimensional – USA
Telephone appointment with CIS Management – Netherlands
Telephone appointment with Africunia Bank – Switzerland

Friday 14th

Telephone appointment with Hume Brophy – Belgium
Telephone appointment with CIS Management – Netherlands
Telephone appointment with Single Financial Guidance Body
Telephone appointment with Privatbank IHAG – Switzerland
Telephone appointment with University of Brussels – Belgium
Conference call with Ariadne Business Analytics & Bank of England
Telephone appointment with Van Lanschot Bankiers – Switzerland
Telephone appointment with AMX
Telephone appointment with I am Dix – Switzerland
Telephone appointment with QPQ – Ireland
Telephone appointment with Julius Baer – Switzerland
Telephone appointment with Blanco Services – Belgium
Telephone appointment with European Payments Council – Belgium
Telephone appointment with Bank J. Safra Sarasin – Switzerland
Telephone appointment with Spreds – Belgium
Telephone appointment with KBC – Belgium

Monday 17th

Telephone appointment with Sirius Legal Law Firm – Belgium
Telephone appointment with Funds for Good – Belgium
Telephone appointment with Pyrosome – Switzerland
Telephone appointment with Vote Watch Europe – Belgium
Telephone appointment with KBC Securities – Belgium
Telephone appointment with CNBC
Telephone appointment with OneCompliance – Switzerland
Telephone appointment with Princip.al – Belgium

Tuesday 18th

Symposium on “How can we accelerate the rebuilding of trust and confidence in the Financial Services?” https://new.transparencytaskforce.org/previous-events/zurich-18th-june-2019/

Wednesday 19th

Telephone appointment with Irish Banking Culture Board – Ireland

Thursday 20th

Symposium on “How can we accelerate the rebuilding of trust and confidence in the Financial Services?” https://new.transparencytaskforce.org/previous-events/brussels-20th-june-2019/

Friday 21st

Attended Pensions Network Event
Telephone appointment with Triple i Connecting Financials – Netherlands

Friday 28th

Telephone appointment with IBM Watson Financial Services – Germany
Conference call with Financial Conduct Authority & Ariadne Business Analytics – Switzerland
Telephone appointment with Centre for Inspired Leadership
Telephone appointment with Decision Technologies Corporation – USA