Daily Activity Report July – December

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

July 2019

Monday 1st

Telephone appointment with Mallowstreet
Telephone appointment with Omnium Investment Platform – Ireland
Telephone appointment with CCP Research Foundation
Telephone appointment with Shoosmiths
Telephone appointment with Agewage
Telephone appointment with Wagestream – Ireland
Conference call with BBC You & Yours & APPG on Pensions Scam Group
Telephone appointment with Finch Capital – Netherlands
Conference call with QPQ – Ireland & IT Capital – USA
Telephone appointment with ai4 Impact Investing – USA
Telephone appointment with Houses of Parliament
Conference call with ACTUS – USA & Ariadne Business Analytics – Switzerland

Tuesday 2nd

Conference call with TTF Market Interity Team
Meeting with IT Capital
Telephone appointment with Mallowstreet
Telephone appointment with Morgan, Lewis & Bockius

Wednesday 3rd

Telephone appointment with Bit4You.io – Ireland
Telephone appointment with Church of England
Telephone appointment with Responsible Asset Owners Global Symposium
Telephone appointment with Influence Map

Thursday 4th

Telephone appointment with InFinIT Partners – Netherlands
Telephone appointment with Principles for Responsible Investment
Conference call with ACTUS – USA & Ariadne Business Analytics – Switzerland

Friday 5th

Telephone appointment with The Association of Compliance Officers – Ireland
Telephone appointment with Edelman – Ireland
Telephone appointment with Global Alliance for Banking on Values – Spain
Telephone appointment with The Ark Pensions Scam Support Group
Conference call with UK Values Alliance & ServiceBrand Global
Telephone appointment with BSA
Conference call with Shoosmiths
Telephone appointment with Auden
Conference call with IT Capital & Influence Map
Telephone appointment with Finch Capital – Netherlands
Telephone appointment with Decision Technologies Corporation – USA

Monday 8th

Telephone appointment with Conexium – Ireland
Telephone appointment with MissionBrand
Telephone appointment with Heelan Associates
Telephone appointment with Calm Financial Care – Ireland

Tuesday 9th

Meeting with Promethos Capital
Telephone appointment with Finch Capital – Netherlands
Meeting with RSA
Telephone appointment with Decision Technologies Corporation – USA

Wednesday 10th

Telephone appointment with FTSE 250
Telephone appointment with Venture Company

Thursday 11th

Telephone appointment with Buck
Meeting with Future Fit Foundation
Meeting with AMX

Friday 12th

Telephone appointment with The Pensions Regulator
Telephone appointment with Informed Decisions – Ireland
Telephone appointment with Visible Thread – Ireland
Telephone appointment with Magna Carta Communications
Telephone appointment with Cuff Associates
Telephone appointment with University of Amsterdam – Netherlands
Telephone appointment with Moneyhub Enterprise
Telephone appointment with Newton Investment Management
Telephone appointment with House of Lords
Telephone appointment with Stanford University – USA
Telephone appointment with APFI

Monday 15th

Conference call with Market Integrity SIG
Conference call with Banking SIG
Conference call with Foreign Exchange SIG
Conference call with Financial Stability SIG
Telephone appointment with Financial Conduct Authority
Telephone appointment with UniOne Foundation – Italy

Tuesday 16th

Conference call with Costs & Charges SIG
Conference call with Pensions SIG
Conference call with Investment Consulting & Fiduciary Management SIG
Conference call with Asset Management SIG
Telephone appointment with The Eth Word
Telephone appointment with Bit Recon & Poznan University of Economics

Wednesday 17th

Conference call with PISCES SIG
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 Ignition House
Telephone appointment with SJ Hutchinson

Thursday 18th

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 19th

Conference call with Team EMEA SIG
Conference call with Team GTI SIG
Conference call with Team Americas SIG
Conference call with Team APAC SIG
Conference call with Payments SIG
Telephone appointment with Hertfordshire Business School

Monday 22nd

Telephone appointment with Safeside – Switzerland
Telephone appointment with Shoosmiths
Telephone appointment with London South Bank University
Telephone appointment with EQ International
Telephone appointment with European Banking Federation – Belgium
Conference call with The Ark Pensions Scam Support Group
Telephone appointment with Smarterly
Telephone appointment with Ipsos MORI

Tuesday 23rd

Symposium on “The CMA’s Final Remedies on the Investment Consulting and Fiduciary Management Markets” https://new.transparencytaskforce.org/previous-events/london-23rd-july-2019/
Telephone appointment with Chicago Booth – USA
Meeting with Mayer Brown
Telephone appointment with Stanford University – USA
Telephone appointment with Arabesque – USA

Wednesday 24th

Telephone appointment with The Trust Project – Australia
Telephone appointment with Achmea – Netherlands
Telephone appointment with Arabesque – USA
Telephone appointment with Grant Thornton
Telephone appointment with Baader Bank – Switzerland
Telephone appointment with MAPPS – Switzerland
Telephone appointment with Friends Provident Foundation
Telephone appointment with House of Lords
Telephone appointment with Integral Life Centre
Telephone appointment with MJ Hudson Allenbridge
Telephone appointment with I am Dix – Switzerland
Telephone appointment with Duff & Phelps
Telephone appointment with Smart Money Match – Switzerland
Telephone appointment with Stakeware – USA

Thursday 25th

Telephone appointment with Avida
Telephone appointment with Silverbergh – Switzerland
Telephone appointment with Jackie Duckworth
Telephone appointment with Deloitte
Telephone appointment with Trustmoore – Netherlands
Conference call with Evolutesix, Reporting3 & I3 Partners
Telephone appointment with House of Lords
Telephone appointment with The Committee of Climate Change
Telephone appointment with Capitant – Belgium
Telephone appointment with The Venture Company – USA

Friday 26th

Conference call with UKAS, AgeWage & The Fairbanking Foundation
Telephone appointment with Gemini Investment Management
Telephone appointment with MAPPS – Switzerland
Telephone appointment with Simplitium

Monday 29th

Telephone appointment with Achmea – Netherlands
Telephone appointment with Dexia – Belgium
Telephone appointment with Better Finance – Belgium
Telephone appointment with ACCA Global
Telephone appointment with The Eth Word
Telephone appointment with The British Embassy – Switzerland
Telephone appointment with Xperience – Belgium
Telephone appointment with Accountancy Europe – Belgium
Telephone appointment with APCC
Conference call with Inter-SIG Members

Tuesday 30th

Conference call with TTF Market Interity Team
Telephone appointment with Vivat – Netherlands
Telephone appointment with Epoch Investment Partner
Telephone appointment with Hertfordshire Business School
Meeting with Heelan Associates
Telephone appointment with Jyoti Guptara – Switzerland
Telephone appointment with BDO
Telephone appointment with City & Financial Global
Telephone appointment with Royal Bank of Canada
Telephone appointment with ai4 Impact Investing

Wednesday 31st

Telephone appointment with Mercer – Australia
Telephone appointment with Strategia Worldwide- Netherlands
Telephone appointment with Buck
Telephone appointment with Style Analytics
Telephone appointment with KPMG
Telephone appointment with Governance Connect
Telephone appointment with Better Finance – Belgium
Telephone appointment with Independant Financial Services
Professional
Telephone appointment with Swiss Finance + Technology Association
Telephone appointment with Imperal College
Telephone appointment with SquareHealth
Conference call with Clearglass & The Hackett Group
Telephone appointment with Stakeware – USA

August 2019

Thursday 1st

Telephone appointment with Mercer
Telephone appointment with GM Walsh – Australia
Telephone appointment with Barker Tatham
Conference call with SAMI & London South Bank University
Telephone appointment with Magna Carta Communications – South Africa
Telephone appointment with Toroso Advisors – USA
Telephone appointment with Euroclear – Belgium
Telephone appointment with AMX
Telephone appointment with Financial Suitability Forum – Australia

Friday 2nd

Telephone appointment with Ernst & Young – Netherlands
Telephone appointment with Spendolgy
Telephone appointment with Flat Mountain
Telephone appointment with Legal & General
Telephone appointment with The Ark Pensions Scam Support Group

Monday 5th

Conference call with SAMI & London South Bank University

Tuesday 6th

Meeting with Financial Conduct Authority
Telephone appointment with CFA Institute – Hong Kong
Telephone appointment with Athena Consulting
Conference call with Houses of Parliament & The Ark Pensions Scam Support Group
Telephone appointment with Robert Van Beek – Belgium
Telephone appointment with Ariadne Business Analytics
Meeting with ICAEW
Conference call with ai4 Impact Investing & Stakeware – USA

Wednesday 7th

Telephone appointment with Currency Solutions
Telephone appointment with FCO
Telephone appointment with Social 3 Net
Telephone appointment with Said Business School

Thursday 8th

Telephone appointment with Latrobe Law School – Australia
Telephone appointment with Private Capital – Hong Kong
Meeting with Bank of England
Telephone appointment with Lansons

Friday 9th

Telephone appointment with Asian Development Bank – Singapore
Telephone appointment with Institutional Benchmarking Institute – Netherlands

Monday 12th

Telephone appointment with Legal & General
Telephone appointment with PS Governance Services

Tuesday 13th

Telephone appointment with Choice – Australia
Telephone appointment with Centre for Inspired Leadership
Telephone appointment with FCO – Hong Kong
Telephone appointment with Holland Fintech – Netherlands
Telephone appointment with The KBA Consulting Group – Australia
Telephone appoitment with Simplewealth – Switzerland
Telephone appointment with Jeneration Capital – Singapore
Telephone appointment with Conceptual Fund Managers – South Africa
Telephone appointment with FundRock Partners
Telephone appointment with Authentic Investor
Telephone appointment with 360 Fund Insight
Telephone appointment with Baloise Asset Management – Switzerland
Telephone appointment with Frost Consulting
Telephone appointment with The History Factory – USA
Telephone appointment with FCO – USA
Conference call with Promoting Economic Pluralism & Centre for Inspired Leadership
Telephone appointment with Kleiman International Consultants – USA
Telephone appointment with Global Alliance Partners
Telephone appointment with Wise Trading Technologies – USA
Telephone appointment with Precision Fiduciary Analytics – USA

Wednesday 14th

Telephone appointment with The Trust Project – Australia
Conference call with The Ark Pensions Scam Support Group & MAPPS
Telephone appointment with Retirement Line
Telephone appointment with Mercer – Hong Kong
Telephone appointment with JPES Partners
Telephone appointment with 360 Fund Insight
Telephone appointment with CFA Institute – Belgium
Telephone appointment with Lansons
Conference call with ACTUS & Ariadne Business Analytics
Telephone appointment with QWAFAFEW – USA
Telephone appointment with SyndicateRoom
Conference call with IT Capital & InFinIT Partners
Telephone appointment with Z/yen
Telephone appointment with Catalina Consulting
Telephone appointment with Black Diamond – USA

Thursday 15th

Telephone appointment with The Trust Project – Australia
Telephone appointment with Said Business School
Telephone appointment with Retirement Line
Conference call with ACTUS & Ariadne Business Analytics
Telephone appointment with FCO – USA
Conference call with Clearglass & Institutiional Benchmarking Institute
Telephone appointment FRST – USA

Friday 16th

Meeting with Principles for Responsible Investment
Conference call with Daily Mail & The Ark Pensions Scam Support Group
Telephone appointment with Alex Kim – USA

Tuesday 20th

Meeting with David Stripp Consulting

Wednesday 21st

Telephone appointment with Financial Therapy Association/Kitces – USA
Telephone appointment with Liti-Likn – Belgium
Telephone appointment with Pyrmont Wealth Management – Hong Kong
Telephone appointment with CBBA-Europe – Belgium
Telephone appointment with B Corporation
Telephone appointment with ICAEW – Belgium
Telephone appointment with Pensionsync
Telephone appointment with Friends Provident Foundation
Telephone appointment with JPES Partners
Telephone appointment with EDM Council – USA
Telephone appointment with Financial Conduct Authority
Conference call with IT Capital & InFinIT Partners
Conference call with ai4 Impact Investing & Stakeware

Thursday 22nd

Telephone appointment with Blue Blaze Financial Advisors – USA
Telephone appointment with The Trust Project – Australia
Telephone appointment with Mercer – Australia
Telephone appointment with Baloise – Belgium
Telephone appointment with The KBA Consulting Group – Australia
Telephone appointment with Ariadne Business Analytics
Conference call with Evolutesix, I3 Partners & Reporting 3
Telephone appointment with EFAMA – Belgium
Conference call with Institutional Benchmarking Institute & Squareheath

Friday 23rd

Conference call with ai4 Impact Investing & MAPPS

Tuesday 27th

Telephone appointment with International Institute for Self-governance – Australia
Telephone appointment with HUB Associates – France
Telephone appointment with Aon – Belgium
Telephone appointment with Liti-Link – Belgium
Telephone appointment with Principles for Responsible Investing – South Africa
Telephone appointment with Siva Shankar
Telephone appointment with Think EFT Asset Management – Netherlands
Telephone appointment with Promethos Capital – USA
Telephone appointment with St John’s University – USA
Telephone appointment with Kitces/KSU – USA

Wednesday 28th

Telephone appointment with VisibleThread – USA
Telephone appointment with Houses of Parliament
Meeting with Maps
Telephone appointment with Nobias – USA
Telephone appointment with BSI Group
Telephone appointment with IEX Group – USA
Telephone appointment with Cerulli Associates – USA
Conference call with QPQ & IT Capital
Telephone appointment with Financial Conduct Authority
Telephone appointment with I.G Advisors
Telephone appointment with King & Spalding – USA
Telephone appointment with VisibleThread – USA
Telephone appointment with First Affirmative Financial Network – USA

September 2019

Monday 2nd

Meeting with with Sinclair Capital
Meeting with with Perscitus
Telephone appointment with RSA Fellow

Tuesday 3rd

Meeting with FCA, AgeWage, Fairbanking & UKAS
Conference call with Baker Mckenzie – USA
Telephone appointment with Flatmountain – USA
Telephone appointment with Global Ethical Finance Initiative – USA
Telephone appointment with Transformational Business Network Interrnational – USA
Telephone appointment with Goknown – USA
Telephone appointment with University Paris 1 Sorbonne – USA
Telephone appointment with Tilman and Co – USA
Telephone appointment with First Republic Bank – USA

Wednesday 4th

Telephone appointment with The KBA Consulting Group
Meeting with RSA
Telephone appointment with Liti-Link – Germany
Meeting with UN Global Impact
Telephone appointment with CFA Institute – Brussels
Telephone appointment with Clara-Pensions
Attended event at Z/Yen

Thursday 5th

Telephone appointment with UTS Sydney – Australia
Telephone appointment with CFA Institute – India
Telephone appointment with PeopleNet
Lunch with Sarah Richardson & Robin O’Grady
Telephone appointment with Mercer – Australia
Telephone appointment with Crowdfund Ready
Telephone appointment with Legal & General
Telephone appointment with Financial Services Counsel – USA
Telephone appointment with Jaquie Duckworth
Telephone appointment with Probability Management – USA

Friday 6th

Telephone appointment with The Ark Pensions Scam support group
Telephone appointment with Grant Thornton
Telephone appointment with Soterium – Canada

Monday 9th

Telephone appointment with Credit Suisse – Switzerland
Telephone appointment with BlueVal Group

Tuesday 10th

Symposium on “How can we accelerate the rebuilding of trust and confidence in financial services?” https://new.transparencytaskforce.org/previous-events/washington-d-c-10th-september/

Wednesday 11th

Symposium on “How can we accelerate the rebuilding of trust and confidence in financial services?” https://new.transparencytaskforce.org/previous-events/new-york-11th-september-2019/

Thursday 12th

Symposium on “How can we accelerate the rebuilding of trust and confidence in financial services?” https://new.transparencytaskforce.org/previous-events/boston-12th-september-2019/

Monday 16th

Telephone appointment with Z/Yen

Tuesday 17th

Telephone appointment with Mercer – Australia
Telephone appointment with Resolver
Telephone appointment with Zephyre
Telephone appointment with OECD – Germany
Meeting with University of New South Wales – Australia
Meeting with Daily Mail and The Ark Pension Scam support group
Telephone appointment with Kleiman International Consultants – USA
Telephone appointment with Ledger4 Inc – USA
Telephone appointment with Boston College – USA
Telephone appointment with Bentley University – USA
Telephone appointment with Andrew Park – USA
Telephone appointment with Nobias – USA
Telephone appointment with Stable Value Consultants – USA

Wednesday 18th

Telephone appointment with Financial Services Council – Australia
Telephone appointment with LEVICK – USA
Telephone appointment with VanMac – Australia
Telephone appointment with Bloomsbury Wealth
Telephone appointment with ValueEgde Advisors – USA
Telephone appointment with Dimensional – Hong Kong
Telephone appointment with Duff & Phelps – Hong Kong
Telephone appointment with Harvard University – USA
Telephone appointment with Alpha Blue Ocean – France
Telephone appointment with Global Finesse – USA
Telephone appointment with Alvarez and Marsal
Telephone appointment with UN Global Impact – USA
Telephone appointment with Northfield – USA
Telephone appointment with The Venture Company – USA
Telephone appointment with GSM Financial Solution – USA
Telephone appointment with Pew Charitable Trusts – USA

Thursday 19th

Telephone appointment with Ernst & Young – Australia
Telephone appointment with European Investment Bank – Luxembourg
Meeting with Actus Financial Research Foundation – USA
Telephone appointment with Lansons
Telephone appointment with Wise Trading Technnologies – USA
Telephone appointment with Toroso Advisors – USA
Telephone appointment with Risk Management Group – USA
Telephone appointment with RFI Foundation – USA

Friday 20th

Conference call with FCA, ACTUS & Ariadne Business Analytics
Telephone appointment with Goknown – USA

Monday 23rd

Telephone appointment with Jeff Nie – Hong Kong
Telephone appointment with ValueEdge Advisors – USA
Conference call with L4S Corporation & Stonefish Consulting – USA
Telephone appointment with John Howard
Telephone appointment with Goknown – USA

Tuesday 24th

Telephone appointment with Dimensional – Hong Kong
Telephone appointment with The Australian – Australia
Conference call with University of Sydney Business School – Australia
Telephone appointment with Public Citizen – USA
Telephone appointment with Cayena capital Management – USA
Telephone appointment with International Adviser
Telephone appointment with Promethos Capital – USA
Telephone appointment with CFA Institute – USA
Telephone appointment with Sinclair Capital / High Meadows Institute – USA

Wednesday 25th

Telephone appointment with UniSuper – Australia
Telephone appointment with Singapore University of Technology and Design – Singapore
Telephone appointment with The Association Of Professional Compliance Consultants
Telephone appointment with FCA
Telephone appointment with Quietroom
Telephone appointment with King’s College London
Telephone appointment with Public Citizen – USA
Telephone appointment with Household Capital – Australia
Telephone appointment with IT Capital – USA