Head of Sustainable Ownership
RPMI - Railpen
Leo is responsible for Railpen's approach to incorporating sustainability considerations into the investments we manage on behalf of our beneficiaries. This includes oversight of ESG integration in portfolios, active ownership activities and longer-term risks and opportunities.
Before joining, he worked as a Senior Investment Consultant advising institutional pension funds. His previous experience includes asset-liability management, investment strategy and asset allocation, investment manager research, transitions and risk management.
Leo is a Fellow of the Institute and Faculty of Actuaries and holds a first class degree in Mathematics.
Wolfgang Kuhn is a Fellow at ShareAction with 20 years' experience in fixed income markets, investing in corporate and government debt, allocating to high yield, emerging markets, convertibles and loans on behalf of institutional investors around the globe.
With a strong interest in risk management, he has been on a quest for the right approach to sustainability in bond management since 2006. Wolfgang is convinced that the orthodox investment framework of risk and return is dangerously incomplete, and needs to be complemented by a third one, real-world impact.
His most recent role was that of Head of Pan-European Fixed Income at Aberdeen Asset Management, managing European credit and macro teams. Previously, he worked for UBS, Deutsche Asset Management and DG Bank.
Wolfgang graduated from Technical University of Berlin, having also studied at University of Wisconsin and University of Freiburg. Wolfgang is a CFA Charterholder, a Certfied EFFAS Financial Analyst (CEFA) and a Financial Risk Manager (FRM).
Head of Personal Investing
Helena is well known for her work on gender equality. She founded the 30% Club, a campaign for more gender-balanced boards in 2010. Since then, the representation of women on FTSE100 boards has risen from 12.5% to 30.9% and there are now eleven 30% Clubs throughout the world.
Helena was CEO of Newton Investment Management for fifteen years, taking its assets under management from £20bn to £50bn. She joined Legal and General Investment Management in 2017, leading a drive to engage the nation to invest more, with a particular focus on improving women's financial wellbeing.
Helena has been named one of Fortune magazine's World's 50 Greatest Leader, the Financial Times' 2017 ‘Person of the Year' and recognised for her ‘Outstanding Contribution to Business' at Lloyds Bank National Business Awards in 2018. She was appointed a Dame in the Queen's 2017 Birthday Honours list.
Helena is a Philosophy graduate. Her husband Richard is a stay at home father and they have nine children, aged from 10 to 27 and one grandson. Her first book ‘A Good Time to be a Girl' was named one of Forbes' five most empowering books for women published in 2018.
Shola is a Trustee Representative. She acts as a traditional non executive Trustee and supports other senior team members on their appointment.
Shola joined Dalriada in June 2018 and has over 25 years experience managing pension schemes and running trustee boards. Prior to joining Dalriada, she was Pension Fund Manager for a large multinational with the main scheme having £1.3BN AUM. She has also held the roles of Secretary to the Trustees and Chair of Trustees, as well as member of various subcommittees.
She is a Fellow of the Pensions Management Institute (PMI) and a Principal examiner for the PMI.
Yael Selfin is Chief Economist at KPMG in the UK. She advises clients on the impact major issues such as Brexit are likely to have on the economy as well as on individual businesses. She also has interest in the areas of regional productivity, trade, and the impact of technology. Prior to joining KPMG in 2014 she worked at two independent economic consultancies as well as at PwC for over 14 years, where she set up and led PwC Macro Consulting business, as well as oversaw research on the international economic outlook.
Senior Solutions Strategy Manager
Femi focuses on working with our clients to implement LDI and broader solutions based investment strategies. Femi joined LGIM as a pension solutions structurer in 2009 before moving into the Strategic Investment and Risk Management (SIRM) team on its formation in early 2011. Femi joined LGIM in 2009 from Deloitte. Prior to this role he worked for P-Solve Asset Solutions. Femi graduated from the London School of Economics in 1999 with a first class honours degree in actuarial science and is a fellow of the Institute of Actuaries.
Head of Business Development
Atlas Master Trust
Andy Dickson is Head of Business Development for Atlas Master Trust. Andy is a regular contributor in the pension trade press and presenter at leading pension and investment conferences in the UK and overseas. He is the former Chairman of the DC Investment Forum and current member of the Advisory Committee. His previous role prior to joining Atlas in 2018 was UK Institutional Business Investment Director at Aberdeen Standard Investments.
Tim is a Senior Partner and EMEA Managing Director for Aon Investments. He has over 25 years experience within pensions and investments. He leads our relationships with a select number of clients as well as leading Aon Investments in EMEA. Tim's roles bring him into contact with a diverse range of clients, and he uses this experience to bring a practical edge to his advice and drive Aon Investments on delivering value to clients.
Tim represents Aon in the press, various public platforms and various industry bodies such as the CEO Advisory board for the Diversity Project. Tim joined Aon (then Bacon & Woodrow) in 1998. Prior to that he worked at the predecessor firms of Willis Towers Watson, PwC and Royal Sun Alliance. He qualified as an actuary in 1996 and holds a degree in Economics from Warwick University.
Nuclear Development Director
With over 15 years of experience advising infrastructure and energy projects around the world, Julia joined EDF Energy in July 2017 to focus on Hinkley Point C, Sizewell C, Bradwell B and the decommissioning of advanced gas-cooled reactors.
Prior to her present role, Julia led a cross-practice team advising on power projects as Partner and Head of Power and Renewables for UK, US & Europe at Herbert Smith Freehills LLP, focusing on defence, nuclear decommissioning and transport projects.
Julia is now working with Government to identify an innovative way for Sizewell C to be funded at best value to electricity consumers, and with potential investors.
Chief Investment Officer, Thematic & Sustainable Equities
Daniel C. Roarty was appointed Chief Investment Officer of AB's Thematic & Sustainable Equities team in 2013. He joined the firm in May 2011 as global technology sector head on the Global/International Research Growth team, and was named team leader for that team in early 2012. Roarty previously spent nine years at Nuveen Investments, where he co-managed both a large-cap and a multi-cap growth strategy. His research experience includes coverage of technology, industrials and financials stocks at Morgan Stanley and Goldman Sachs. Roarty holds a BS in finance from Fairfield University and an MBA from the Wharton School at the University of Pennsylvania. He is a CFA charterholder. Location: New York
Head of Solution Design, Client Solutions Group
Jos joined Insight's LDI investment team in March 2011. In his current role as Head of Solution Design within the Client Solutions Group, Jos works on the design and delivery of investment solutions tailored to address the specific risk and return objectives of Insight's clients. Before Insight, he worked for Alexander Forbes in South Africa as Head of Special Projects. Jos began his career at PSolve. From there, he moved to Lehman Brothers, where he was an associate in the pension advisory unit, before joining Mercer in 2008 as a senior consultant and principal within the Financial Strategy Group. Jos holds a Bachelor of Commerce in Actuarial Science from the University of Pretoria and is a Fellow of the Institute of Actuaries in the UK. Jos also holds his Series 3 license and is an Associated Person with the National Futures Association.
Jonathan is editor-in-chief of Professional Pensions and Workplace Savings & Benefits (WSB).
He started work as a journalist on capital markets magazine Central European in 2000 before joining internet start-up ii-Q.com, a pensions news service.
Jonathan joined Professional Pensions in July 2001 and has been there, barring a nine month sabbatical in 2004, ever since. He launched PP Online in 2006, became deputy editor of Professional Pensions in 2008, editor in 2009, launched WSB in 2012 and became editor-in-chief of both brands in 2014.
Jonathan has won a number of awards throughout his career - most recently the Society of Pension Professionals' Journalist of the Year Award 2014 and the Investment Association's Trade Journalist of the Year Award 2015 - and is holder of the Pension Management Institute's Retirement Provision Certificate.
Outside of pensions, Jonathan enjoys spending time with his young son and is becoming increasingly addicted to US box sets on his commute to and from the West Sussex coast.