Bios of key participants provided thus far*

Andy Agathangelou FRSA, Founder, Transparency Task Force

Andy will be Chairing the Symposium. His overall objective is to galvanise support for the idea that greater transparency in financial services can drive positive, transformational change for the benefit of all.

Andy formed the Transparency Task Force following a meeting he led at Senate House, University of London on 6th May 2015. The meeting was the about the trust deficit that is impacting financial services and how harnessing the transformational power of transparency can drive the change that is needed.

That meeting set off a chain of events that led directly to the creation of the collaborative, campaigning community that is the Transparency Task Force.

Our activity is is built on the idea that ‘Sunlight is the Best Disinfectant’ and our guiding “North Star” question is “what is best for the consumer?”

The mission of the Transparency Task Force is

“To help protect consumers’ financial interests by reforming the financial services industry around the world, through harnessing the transformational power of transprency”

We have many Special Interest Groups made up of subject-matter experts working collaboratively:

https://transparencytaskforce.org/teams-of-volunteers/

We are building a global network of Ambassadors:

TTF Ambassadors

We are working hard to rebuild trust and confidence in financial services through creating a Framework for Finance Reform built on the Finance Development Goals:

https://transparencytaskforce.org/rebuilding-trust-confidence-in-financial-services/

We have a highly credible Advisory Board:

https://transparencytaskforce.org/about-1/advisory-board/

Andy is also:

Chair, the Interoperability Steering Group
Governor, Pensions Policy Institute
Fellow, the RSA
Former Chair, Pensions BIB
Former Founding Chair, Friends of Auto Enrolment
Former Founding Chair, Friends of the Association of Member Nominated Trustees

Prof. David Webber, Professor of Law, Boston University School of Law

David H. Webber is the author of The Rise of the Working-Class Shareholder: Labor’s Last Best Weapon, published by Harvard University Press in April 2018. Webber has toured extensively for the book, and has published op-eds about it in theNew York Times, the Washington Post, the Chicago Tribune, the Los Angeles Times, In These Times, and elsewhere. The book has been reviewed or otherwise covered in the New York Review of Books, twice by the Financial Times, Publisher’s Weekly, Bloomberg Radio, CSPAN’s BookTV, Forbes, Nightly Business Report, NPR’s Marketplace, the Harvard Law School Forum on Corporate Governance and Financial Regulation, the Harvard OnLabor blog, Cornell University’s ILR Review, Rorotoko, de Volkskrant, Calcalist, the Majority Report with Sam Seder,the David Pakman Show, Knowledge@Wharton Business Radio, Splinter News, Dissent, Agence France-Presse, Reuters, and others.

Webber co-edited a second book, Research Handbook on Representative Shareholder Litigation (Elgar), published in November 2018. He has published scholarly articles including “The Use and Abuse of Labor’s Capital” in the New York University Law Reviewand “The Plight of the Individual Investor in Securities Class Actions” in the Northwestern University Law Review, with additional work forthcoming in the Vanderbilt Law Review and elsewhere. Webber has presented his research at the Harvard Stanford Yale Junior Faculty Forum, the Conference on Empirical Legal Studies, and the American Law and Economics Association conference, among others.

Webber is the winner of Boston University School of Law’s 2017 Michael Melton Award for Teaching Excellence. He also co-teaches the Pensions and Capital Stewardship course for the Harvard Trade Union program at Harvard Law School. He is a graduate of Columbia and NYU Law School, where he was an editor for the law review.

Bernie Nelson, President,
Style Analytics,
North America

Prior to joining Style Research, Bernie held positions as Head of Risk and Head of Quantitative Analysis at Scottish Widows Investment Partnership, then the asset management arm of Lloyds TSB and one of Europe’s largest asset managers. He was responsible for developing portfolio risk management and integrating quantitative techniques into a fundamentally based investment process.
Bernie has also managed structured products and index funds, and has financial engineering experience as a derivative products analyst. Bernie speaks regularly at international investment conferences on factor investing, smart beta, environmental social and governance (ESG) investing, and style and risk analysis in asset management.
Bernie holds an Honors degree in Mathematics from Edinburgh University. He is an Affiliate of the UK Society of Investment Professionals, a member of the CFA Institute, and a member of the CFA Society Boston.

Robert McNulty, Director of Programs, Hoffman Center for Business Ethics

After many years in business and academia, in 2006, Robert McNulty joined the Philosophy Department at Bentley University and a year later, moved to the Hoffman Center for Business Ethics at Bentley. He has been responsible for many aspects of the Center’s educational, communications, and research activities. The focus of McNulty’s work is theoretical and applied ethics, as well as ways to advance peace amid growing international tensions and global threats from war and terrorism. At Bentley, he launched the Bentley Business for Peace initiative based on which he arranged to bring to Bentley cohorts of scholars from ten countries in conflict to explore how business can contribute to greater peace and stability. He served on the advisory board of the United Nations Global Compact Business for Peace Initiative and was the first co-chair of the UN’s Principles for Responsible Management Education (PRME) Business for Peace Working Group.  He has published numerous journal articles on business ethics and business for peace and was on the editorial board of the journal, Business, Peace and Sustainable Development.

Recently, he has launched the Center’s communications via social media. He is the founder and executive director of the nonprofit organization, Applied Ethics, Inc., the main work of which is the Pax Populi people-to-people peacebuilding initiative, which offers online English language tutoring via videoconference to students living in Afghanistan, a country he has visited on three occasions for this work. Earlier in his career, he had a career in international business, specializing in the application of public relations to assist countries in their economic development efforts. Robert has three master’s degrees (International Affairs, Educational Administration, and Philosophy and Education) and a PhD, with distinction, in Philosophy and Education, all from Columbia University.  Outside the US, Robert has lived in four countries, France, Taiwan, Singapore, and Indonesia and has traveled extensively throughout Asia, Europe, the Middle East, and, to a lesser extent, Latin America.

After many years in business and academia, in 2006, Robert McNulty joined the Philosophy Department at Bentley University and a year later, moved to the Hoffman Center for Business Ethics at Bentley. He has been responsible for many aspects of the Center’s educational, communications, and research activities. The focus of McNulty’s work is theoretical and applied ethics, as well as ways to advance peace amid growing international tensions and global threats from war and terrorism. At Bentley, he launched the Bentley Business for Peace initiative based on which he arranged to bring to Bentley cohorts of scholars from ten countries in conflict to explore how business can contribute to greater peace and stability. He served on the advisory board of the United Nations Global Compact Business for Peace Initiative and was the first co-chair of the UN’s Principles for Responsible Management Education (PRME) Business for Peace Working Group.

He has published numerous journal articles on business ethics and business for peace and was on the editorial board of the journal, Business, Peace and Sustainable Development.  Recently, he has launched the Center’s communications via social media. He is the founder and executive director of the nonprofit organization, Applied Ethics, Inc., the main work of which is the Pax Populi people-to-people peacebuilding initiative, which offers online English language tutoring via videoconference to students living in Afghanistan, a country he has visited on three occasions for this work. Earlier in his career, he had a career in international business, specializing in the application of public relations to assist countries in their economic development efforts.

Robert has three master’s degrees (International Affairs, Educational Administration, and Philosophy and Education) and a PhD, with distinction, in Philosophy and Education, all from Columbia University.  Outside the US, Robert has lived in four countries, France, Taiwan, Singapore, and Indonesia and has traveled extensively throughout Asia, Europe, the Middle East, and, to a lesser extent, Latin America.

Ivka Kalus, Chief Investment Officer & Managing Partner, Promethos Capital

Stefan Pagacik Co-Founder, AI4Impact

Stefan Pagacik’s career has spanned several industries and roles, most recently as co-founder of AI4Impact, an artificial intelligence platform focused on building next generation impact financial products. Previously, he built two impact themed cloud and mobile platforms (8 of 9 LLC and my4.com) for retail and institutional investors interested in aligning their values and criteria with their portfolios. His prior entrepreneurial experience involved starting a marine science accelerator in Southeastern Massachusetts (the Regional Technology Development Center of Cape Cod) that commercialized scientific developments in partnership with the Woods Hole Oceanographic Institute and the Marine Biological Laboratory.

His work in the impact space started with a project building a model for an energy transition solution from fossil fuels to biofuels for the government of Chile. He also designed a social enterprise plan for the city of Detroit aligning entrepreneurs and city agencies to stimulate business opportunities for blighted areas of the city including a sustainable food corridor and an incubator focused on women and minorities.

Stefan’s technology background includes retail sales consulting for Apple Computers in the Northeast and building a channel strategy for an emerging leading-edge motion graphics software company (The Company of Science and Art) that was later acquired by Adobe. He opened the Boston office of IT consulting firm Eclipse Information Systems that was later acquired by Century Services of Washington, D.C.

Stefan also has an active speaking practice centered around his experience in building innovation teams in large and small companies. You can find more information at his website: www.direct-ly.net

Professional Affiliations:
Board member, New England Impact Investing Initiative (current)
Ambassador, The Transparency Task Force (current)

Education:
B.A., English, Harvard College
MBA, Marketing and Finance, Suffolk University

Advisory Skills:
Impact and sustainability mapping and measurement, building and managing diverse teams that drive innovative solutions, communication strategies to build trust and transparency, product design and development, entrepreneurial leadership

Dr. Sam Savage Executive Director, Probability Management

Dr. Sam L. Savage is Executive Director of ProbabilityManagement.org, a 501(c)(3) nonprofit devoted to the communication and calculation of uncertainty.

Dr. Savage is the author of “The Flaw of Averages: Why We Underestimate Risk in the Face of Uncertainty” (John Wiley & Sons, 2009, 2012), and is an Adjunct Professor in Civil and Environmental Engineering at Stanford University as well as a Fellow of the Judge Business School at Cambridge University.

He is the inventor of the Stochastic Information Packet (SIP), an auditable data array for conveying uncertainty.

He received his Ph.D. in computational complexity from Yale University.