FBC Annual Members’ Conference on the 29th of November, 2022 for a 2pm start
Our Fund Boards Council (FBC) Annual Members’ Conference, kindly being hosted at the offices of FBC corporate member, Schroders, will include a keynote and Q&A with the FCA’s Nike Trost, followed by two main sessions:
Assessment of Value: A Three-Year Review
Led by FBC Senior Adviser Brandon Horwitz, this session will present highlights from FBC’s ongoing review of the implementation of Assessment of Value. FCA’s Garry Murdoch will share the regulator’s latest thinking on the subject and FBC’s Philip Warland will moderate a panel discussion of your peers, including James Rainbow, Schroders Unit Trust Ltd.’s Chair, and investor insight and fund governance expert, Dawn Hyams.
Consumer Duty: Implications for AFMs and fund boards
A key policy intervention with implications across the financial services industry, this important discussion will be led by FBC Senior Adviser Simon Hynes with a particular focus on its impact on fund managers and their boards. He will be joined by the FCA’s Michael Collins, Anna O’Donoghue, Global Head of Product Governance and fund board executive director at Schroders, Heather Hopkins, fund board NED and runs consultancy NextWealth, and Tim Sargisson, former CEO of Sandringham Financial Partners.
Nike Trost heads the Buyside Market Analysis & Policy and Pensions Policy department. As Head of Department Nike is responsible for delivering the FCA’s strategy in relation to the asset management sector, policy approach to FCA regulated pensions, as well as the supervision of Custody Banks and bank-owned asset managers.
Nike has 17 years regulatory experience gained from working across the FCA, including in heading the asset management supervision, capital market policy roles, oversight of primary capital markets transactions and heading the FCA’s prospectus approval function.
Anna O’Donoghue is Global Head of Product Development and Governance.
She is responsible for the management of Schroders’ product ranges globally and safeguarding the best interests of Schroders’ investors throughout the product lifecycle. Anna is also a Director on the Schroders Unit Trusts Ltd (SUTL) Board in the UK. She joined Schroders in March 2019 and is based in London.
Prior to joining Schroders Anna was at Architas Limited, where she spent ten years working in senior roles, including Head of Research and Investment Chief Operating Officer, and played an integral role in many of Architas’ investment projects. In her most recent role Anna oversaw the day-to-day operations of the investment team, with responsibility for investment and operational due diligence, product governance, and regulatory change initiatives.
Previously, she held Senior Investment Analyst positions at BMO Global Asset Management and FundQuest – the multi-manager of BNP Paribas Investment Providers.
Anna holds an MBA (with distinction) from Warwick University, a BA Broadcast Journalism from Leeds University. She also holds the IMC and has passed Level I of the CFA.