PIMFA Virtual Fest V2

John Philip Glen is a British Conservative Party politician and former management consultant who has been the Member of Parliament (MP) for Salisbury in Wiltshire since the 2010 general election. Formerly Parliamentary Under-Secretary of State for Arts, Heritage and Tourism at the Department for Digital, Culture, Media and Sport, he currently serves as Economic Secretary to the Treasury and City Minister.

Ryan’s journey with Royal London began back in 2008 after starting his career in compliance with Aviva. As an Investment Proposition Manager, Ryan learnt how to live and breathe Royal London’s Governed Range contributing to both its growth and development as well as speaking all things investment at adviser events. Ryan moved to Aberdeen Standard Investments in 2017 for a stint in the strategic client’s relationship team before a return to the Royal London adventure followed in October 2018 and becoming a senior business development manager focusing on pensions. Ryan holds the IMC qualification.

Jean-Maurice Ladure is Executive Director and Head of Applied Research, EMEA with responsibility for research to support new and existing indexes and risk models, including factor, ESG, climate change, thematic and economic exposure indexes, as well as performance and risk attribution.  He also serves as an ambassador to asset owners, asset managers and wealth managers on the role of indexes and factor models in asset allocation and portfolio construction.

Prior to joining MSCI, he held a number of roles at Coutts, the private bank of RBS. As Global Head of Quantitative Solutions, he was instrumental in developing Coutts’ client proposition and was responsible for investment performance analysis and portfolio risk. Before that, he was Head of Investment Strategy in Europe, primarily responsible for making investment recommendations within managed portfolios. This was based on modelling the interactions between economics and financial assets, assessing equity market valuations and capturing investor sentiment effects on markets.

Prior to Coutts, he was an investment strategist at Barclays Wealth and also worked at BNP Paribas Asset Management, as an institutional portfolio manager and quantitative analyst.

Jean-Maurice holds a Master’s degree in Economics and Statistics from ENSAE in France and is a CFA charter holder and a French actuary.

Adrian serves as Managing Director, Financial Planning, and Group Marketing Director for the Brooks Macdonald Group, and is a member of the Executive Committee. The Group, which was founded in 1991, has Discretionary Funds under Management of £12.2 billion as at 31 March 2020.

Adrian joined Brooks Macdonald in July 2018. In his role, Adrian has oversight of both the financial planning team as well as the Group marketing team. In 2019, the Brooks Macdonald Financial Planning team was awarded Chartered Financial Planner status and appeared at number 33 in the FTAdviser top 100 financial adviser firms.

Prior to joining Brooks Macdonald, Adrian was Head of UK Premier and Wealth Distribution at HSBC where he held a number of senior management roles over 17 years. Adrian led the national IFA business through its RDR transition, established the national “Wealth Centre of Excellence”, and gained extensive retail banking experience as one of four National Regional Directors. Adrian started his career at Lloyds Bank as part of their trainee scheme and has over 30 years’ experience in financial services.

Martin joined Close Brothers in 2005 and has been CEO of the Asset Management division since 2008. Previously he was with Merrill Lynch Investment Managers (MLIM) where he worked in a range of roles in the US and the UK, including strategy, distribution and marketing culminating in leading MLIM’s European private client business. Before MLIM Martin worked for McKinsey & Co in London. He has a First Class degree in Economics from Leicester University and an MBA from Harvard Business School.

Adam joined Brown Shipley as Head of Operational Risk in July 2017 from BNP Paribas where he held a number of senior positions during his 10 years with the bank.  These included CRO Wealth Management UK Branch and Global Head of Capital Markets P&L Controls.  Adam started his career with Morgan Stanley and has over 20 years’ financial services experience across Global Markets, International Private Banking and Wealth Management in the UK, Australia and New Zealand.

Adam is a Senior Manager in PwC’s Financial Services Regulatory Insights team, with a specialism in operational resilience. His focus is on interpreting domestic and international regulatory developments on the broad subject of operational resilience to support clients. He has a background in risk and operational roles formed at a regulator and in industry.

Alexander Smith is head of strategic and cross-cutting policy at the FCA and is responsible for the FCA’s cross-cutting policy initiatives including sustainable finance, operational resilience, senior managers and certification regime and prudential policy.  Alexander joined the FCA from the Association of British Insurers in 2011.  During his time at the FCA, he has led a range of projects including in relation to retail investment distribution, pension freedoms and firm culture.