This event has now taken place but you can watch the video recording of it through our Youtube Channel, get to it by clicking the button below
When
Thursday, April 29th from 6pm to 8pm CESTWhere
Online symposium via Zoom.Format
There'll be a great line-up of speakers plus ample scope for discussion and debate.Why you should attend
The reputational integrity of the finance sector has been very badly damaged in recent decades, with one scandal after, another including of course the Global Financial Crisis itself.
As a consequence, the Transparency Task Force is initiating and facilitating a global conversation about what needs to be done to address the real underlying causes of the malpractice, malfeasance, misconduct and mis-selling that has plagued the finance sector for far too long, causing extensive consumer detriment and a collapse in trust and confidence.
If you believe there is scope for Europe’s finance sector to serve society better, this is definitely an event for you, because we’ll be working hard to galvanise support for the positive, progressive and purposeful finance reform that is so desperately needed.
We know there are many great ideas that can help drive the transformational change; and we want to shine a big bright light on those ideas and the people that can bring them to life.
We’ll be tackling many important questions head-on, such as:
- What are the underlying forces that continue to drive poor market conduct?
- Are Europe’s financial regulators using their powers effectively?
- How much of an issue is regulatory capture in Europe?
- Are class actions having to fill the void created by ineffective regulatory enforcement?
- Are vested interests still getting in the way of consumers getting good outcomes?
- Is obfuscation and opacity still preventing consumers from getting the information they need?
- Are the fiduciary standard and best interest rules working as intended?
- Has the Friedmanite idea of “profit maximisation” spoiled the sector’s culture?
- Is the Business Round Table thinking on “multi-stakeholder” starting to have an influence?
- Is the regulatory framework in Europe working as it should? – if not, what can be done?
Given the obvious importance of the finance sector to Europe, discussing and debating what can be done to get it to perform in a manner that serves society properly is always a hot topic; please be sure to book your complimentary place and be part of the conversation.
Here's the programme and timings so far...
—————————————-6:00pm CEST—————————————-
Welcome to the symposium, introductions and initial exploration of the main issues; by
Andy Agathangelou
Founder, Transparency Task Force; Governor, Pensions Policy Institute; Chair, Secretariat Committee, APPG on Pension Scams; Chair, Secretariat Committee, APPG on Personal Banking and Fairer Financial Services
—————————————-6:20pm CEST—————————————-
Presentation #1, for 10 minutes + 5 minutes discussion/Q&A by
Tamar Joulia-Paris
Managing Director, TJ Capital
—————————————-6:35pm CEST—————————————-
Presentation #2, for 10 minutes + 5 minutes Q&A/Discussion by
Bob Lyddon
Owner, Lyddon Consulting Services
—————————————-6:50pm CEST—————————————-
Short leg-stretch & comfort break
—————————————-7:00pm CEST—————————————-
Presentation #3, for 10 minutes + 5 minutes Q&A/Discussion by
Josina Kamerling
Head of Regulatory Outreach, EMEA CFA Institute
—————————————-7:15pm CEST—————————————-
Presentation #4, for 10 minutes + 5 minutes Q&A/Discussion by
Edoardo Carlucci,
Research & Policy Officer, Better Finance
—————————————-7:30pm CEST—————————————-
The “Just a minute”-round
Inspired by the BBC Radio 4 programme, we have asked a selection of our attendees to spend just a minute sharing their thoughts on what has been covered during the symposium. But unlike the Radio 4 programme our speakers won’t be penalised for hesitation, repetition or deviation!
Speakers:
Krzysztof Grabowski
Retired Capital Markets and Corporate Governance Expert
Ian Veitch
Self-employed, Helping organisations drive product and business development
Christiane Hölz
Lawyer, German Association for the Protection of Securities Holdings (DSW)
—————————————-7:35pm CEST—————————————-
General discussion and Q&A, 20 minutes
—————————————-7:55pm CEST—————————————-
Final conclusions; and suggested next steps and close to the formal proceedings.
However, for those that want it…
8:00pm CEST until 108:30pm CEST
….informal, unstructured networking and informal conversation; a “fireside chat”
___________________________________________________________________
*The programme will continuously evolve so is subject to change.
Tamar Joulia-Paris
Managing Director, TJ Capital
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.
_________________________________________________________________________________________________________________________________________
Bob Lyddon
Owner, Lyddon Consulting Services
Bob Lyddon is an experienced management consultant both privately and with PwC, with a specialization in banking and payments. He has published numerous papers about the financial mechanisms of the EU, through the Bruges Group, Politeia and Global Britain. His most recent paper is entitled “The ECB’s Pandemic Emergency Purchase Programme – the undermining of the Eurozone as a free financial market, the epitome of the failure of the Euro project, and a coup d’état by the European Central Bank”.
_________________________________________________________________________________________________________________________________________
Josina Kamerling
Head of Regulatory Outreach EMEA at CFA Institute
Josina Kamerling is Head of Regulatory Outreach for the Europe, Middle East, and Africa (EMEA) region for CFA Institute, and is based in the Brussels office. She is responsible for supporting CFA Institute policy development in the region, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection.
Josina participates in working groups at policy level, is a speaker at high level conferences on topics of Fair and Efficient markets, Investor Protection and Ethics.
She sits on the board of Observatoire de la Finance and is co-president of the Global Ethics prize for young people in finance: The Ethics in Finance prize.
Previously, Josina was a specialist adviser on financial services in the European Parliament for six years, and a Senior Banker as Head of Sales of various sales teams in financial markets both retail, institutional, central banks and corporates and as a global banker for large energy multinationals for 15 years in various EU countries.
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Edoardo Carlucci
Research & Policy Officer, Better Finance
Edoardo Carlucci is Research and Policy Officer at Better Finance. He obtained his Bachelor degree in Economics, Finance and Management with Law at Sapienza University of Rome, with a thesis on “Shareholding and Interlocking Directorates in the Italian Corporate Governance”. In 2014, he graduated at the ULB University obtaining the Master Degree in European Studies with Economic Specialization. He wrote an analytical thesis on the “Fragmentation of the European Financial Markets”.
He previously worked in the European Institutions and Civil Society Organizations dealing with various aspects of economic issues and policies such as EU Internal Market, EU Competition Policies, Public Procurement and SMEs. He also worked on research projects and analysis as European Economic Forecasts. At BETTER FINANCE, Edoardo is responsible for various policy and research areas such as Sustainable Finance, Fintech, Financial Reporting and Corporate Governance.