P R O G R A M M E

Introduction

Paul Stanfield - welcome and introduction of the topic and speakers.

Presentation: ESG survey

Paul Stanfield - a summary of the most interesting findings from the FECIF ESG survey.

Q&A with the panel members + Q&A  audience

All panellists (detailed below) – a session of questions from the moderator and audience.

INDIVIDUAL PRESENTATIONS

Panel members - presentations on how they are dealing with ESG within their organisations, plus audience Q&A.

Round up

Paul Stanfield - a short summary of what has been learned during the webinar.

S P E A K E R S

Sandra Crowl
Stewardship Director
Carmignac

Sandra joined Carmignac in 2007. She started her career at Bankers Trust Australia in 1987. In 1991, she transferred to the Paris office to manage the Foreign Exchange team. In 1993, she moved to London office where she was appointed Managing Director for the European Foreign Exchange team. In 2003, she shifted to the fund management industry joining the new hedge fund seeding firm New Alpha Advisers, a subsidiary of the alternative funds boutique ADI.  Sandra holds a Bachelor’s degree in Economics and French from the University of Melbourne. She is also a Chartered Alternative Investment Analyst (CAIA).

Ben Goss
CEO
Dynamic Planner

BEN GOSS BSc MA is CEO of Dynamic Planner and heads the Executive Management Team. He is an award-winning entrepreneur, with more than 20 years’ experience at the forefront of financial services. 
Ben co-founded Dynamic Planner in 2003 to apply the lessons he had learned about how FinTech can be used to support the provision of high quality, suitable investments and advice to all through advice firms. Dynamic Planner has since grown to become the leading provider of risk and asset allocation-based investment process to IFAs.

James Penny
CIO
TAM Europe

James is TAM Europe's UK Chief Investment Officer. Prior to joining TEAM, James worked at UBS AG New York within the banks options trading division. UBS AG relocated him to their Investment Banking division headquartered in London where he specialised in both global equities and derivatives within the banks' growing Portfolio Trading Division. James brings significant financial market experience to our investment team from a global career within one of the largest financial institutions in the world. A disciplined and methodological approach to global investing is one of the core themes James has instilled at TEAM. 

Julie Tedeschi
Sr. Sales Manager
Allianz Global Inv.

Julie Tedeschi is Senior Sales Manager in Allianz Global Investors and member of the Inclusion & Diversity Committee since 2017. She has 13 years of experience in the financial industry across the United Kingdom, French speaking areas and Italy. Prior to Allianz Global Investors she worked 9 years within the Janus Capital Group as Client Relations Manager e Senior Sales Manager in London.