FBC Digital Meeting: FCA’s AoV Multi-firm Review
In Conversation with FCA’s Garry Murdoch and FBC’s Brandon Horwitz
6 September 2023, 10-11am BST
Moderated by FBC CEO Shiv Taneja, this hour-long webinar for FBC corporate members and invited guests will focus on the second FCA multi-firm review of firms’ Assessment of Value reports and also cover key messages from FBC’s recently released AoV impact study.
Session running order:
Meeting open by Suzanne Withers, Director, Communications and Business Management, FBC
- Introductions by Shiv Taneja, CEO, FBC
- Opening remarks by Garry Murdoch, FCA Technical Specialist, followed by Brandon Horwitz, Senior Adviser and Non-Executive Director, FBC – 30 mins
- Q&A – 25 mins
Session close
Contributors
Garry is a Technical Specialist within FCA’s Asset Management Supervision Department. During his time with the FCA (and with the FSA previously), he has played a key role in a number of regulatory initiatives including FSA’s 2012 Dear CEO letter on conflicts of interests, research unbundling, host AFMs, and the AMMS and its remedies. He is leading FCA’s supervision work in relation to firms’ roll out of Assessments of Value.
Before joining the regulator, Garry trained as a Chartered Accountant with Deloitte Haskins and Sells before working in senior compliance roles for leading asset managers including Robert Fleming and AllianceBernstein.
Brandon is a Senior Adviser and non-executive director at FBC and is involved with FBC’s consultancy and thought-leadership work, with a focus on product governance, assessment of value and investment governance, including oversight of sustainable investments.
He is also a qualified actuary and Principal Consultant at NomBon Consulting, a boutique management consultancy focused on helping firms to design, manage and distribute regulated products and advice services which deliver good outcomes for retail customers.
Brandon also chairs the Appointments Committee of the Financial Reporting Council’s Tribunal Panel and has experience as a Non-Executive Director of organisations regulated by the Financial Conduct Authority (FCA), The Pension Regulator (TPR) and the Gibraltar Financial Services Commission (GFSC).