2pm – Registration & Refreshments followed by welcome by Catherine Battershill, FBC Managing Director, and opening remarks by Nick Trueman, Fund Board Chair and Head of Distribution EMEA at T Rowe Price.
Session 1
- Keynote from Camille Blackburn, FCA Director Wholesale Buy-Side, and Q&A facilitated by FBC CEO Shiv Taneja.
Session 2
- Responsible Investment/ESG; fund board and iNED oversight accountabilities. With anti-greenwashing regulations about to come into force at the end of May 2024, this session will explore the involvement that fund boards have in setting ESG policy and overseeing fund performance against RI objectives. It will also explore iNEDs roles’ in ESG oversight and expectations in how this will develop.
Session 3
- Panel discussion focusing on previous sessions, chaired by FBC Senior Adviser, Brandon Horwitz and open to the floor.
Shiv Taneja will make closing remarks.
Camille joined the FCA as Director of Wholesale Buy-Side in October 2022. Most recently she worked at Legal & General Investment Management where she was Chief Compliance Officer and was responsible for the company’s global compliance framework and team. Before that she was Chief Compliance Officer at Aviva Investors and was Chair of the Investment Association’s Brexit Committee. She has held international chief compliance officer roles in investment banking and money services businesses. Camille has held senior policy roles at the Central Bank of Ireland and for the Australian Government. She was a Principal Advisor to the Australian Treasury on the 2014 Australian Financial System Inquiry and the 2016 Capability Review of the Australian Securities and Investments Commission. During the financial crisis she was the Head of Investment Banking at the Australian Securities and Investments Commission.
Senior Adviser & Non-Executive Director – Fund Boards Council
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).
Simon joined the Fund Boards Council as a Senior Adviser in January 2022 to work on the Distributor oversight and Product governance initiatives. He has extensive UK & European Investment Management distribution experience with leadership and board roles at Jupiter and Legal & General Investment Management.
His UK AFM board experience saw detailed involvement in Assessment of Value, PROD and other regulatory initiatives. He also built LGIM’s Retail sales presence in Europe and was integral to the development of its ETF business. This gave a fascinating insight into the work of European fund regulators and increased his latent enthusiasm for sharing best practice in fund governance. Since 2020 Simon has also served as a non executive director for NedGroup Investments.
Philip Warland spent the first part of his career in the Bank of England. He was the Governor’s Private Secretary, Adviser on Oil and Energy and Chief Press Officer amongst other roles. After a brief time with Standard Chartered the rest of his career has been in asset management. First as head of the trade association, now the IA. Then with PWC, and a head-hunter Halsey, and finally with Fidelity where he was Head of Public Policy. Currently he is a part time adviser to a Brussels based policy consultant, Kreab. He also was the founding chairman of the Oasis Trust which, amongst other things manages fifty two City Academies and works in eleven countries worldwide.
