Speakers List - Fiduciary Management Focus 2019
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Keynote Speaker

Donny Hay

Director

IC Select

Donny Hay is a Director of IC Select. A pensions and investment professional with 30 years' experience of investment markets, fiduciary management and working with DB pension schemes. His recent experience, prior to joining the business in 2018, both as a professional trustee and working in fiduciary management, provides an insight into the current thinking and actions of UK pension funds and investment consultants. He is a qualified chartered accountant, who has held senior positions across pensions and investment firms. Donny works with trustee boards on their investment governance arrangements and helps develop the business.

Speakers

Sion Cole

Managing Director

BlackRock

Sion Cole is well known for helping UK pension scheme trustees and their corporate sponsors meet their liabilities and funding goals. At Blackrock, Sion has overall responsibility for the delivery of fiduciary management services. Sion recently joined BlackRock as a Managing Director from Aon.

At Aon, Sion was a Senior Partner and worked with clients of all sizes. The smallest pension funds he worked with had assets of around £30m, with the largest being several billion. Some of Sion's success stories have been helping clients through to buy out. Sion was one of the pioneers who brought fiduciary management to the UK pensions market. He is a regular speaker at industry events and often quoted in the press as an expert on fiduciary management. Sion has previously been shortlisted as pensions personality of the year. He was also listed in Financial News' Top 40 under 40 in 2014.

Sion is passionate about working with clients and is recognised for his big personality, even bigger smile and broad Welsh accent. Outside of work Sion lives at home with his wife, three cats and a dog. Sion likes to learn a new skill each year. Recently this has been dingy sailing and this year he is learning to ride a motorbike.

 

Dana Day

Director

Cardano

Dana joined Cardano in October of 2018 to focus on business development and the organisation's integrated risk management value proposition. Cardano provides fiduciary management and investment advisory services to pension schemes, helping them design and implement journeys towards their long-term funding objectives - with emphasis on stability in an uncertain world.

Before joining Cardano, Dana spent 5 years as Regional Director of Institutional Relations at CFA Institute working to improve ethics and governance in the investment industry across Europe, Middle East and Africa. Prior to that, Dana held both business development and client management roles at Bernstein, AllianceBernstein and Aviva Investors. Dana graduated from Cornell University with a BSc in Psychology and Sociology and is currently working her way through the CFA Program.

 

Tim Dougall

Head of Investment Advisory

Legal & General Investment Management

Tim is Head of Investment Advisory, with responsibility for the investment advisory services that LGIM delivers to clients as part of its fiduciary management service. Tim joined LGIM in 2015 from Towers Watson, where he was Head of Investment Strategy for the UK delegated investment services business, and a member of the portfolio construction group. He worked at Towers Watson (formerly Watson Wyatt) for 11 years delivering advice and solutions to a range of pension funds and other institutional investors. Tim is a fellow of the Institute of Actuaries and graduated from Oxford University in 2002 with a master's degree in physics.

Jay Ions

Executive Director

Goldman Sachs Asset Management

Jay Ions is an executive director in the Global Portfolio Solutions (GPS) Group, based in London, with over 10 years' experience working with pension schemes. He is a lead portfolio manager for outsourced and fiduciary managed multi-asset class portfolios for European institutional clients. Prior to joining the firm Jay was an LDI Solutions Manager at Schroders Investment Management where he focused on constructing, delivering and managing LDI mandates for a range of UK Pension Schemes. Before joining Schroders, Jay spent six years working as an investment consultant at Towers Watson, providing strategic investment advice for UK Pension Fund clients. Jay is a Fellow of the Institute of Actuaries and received a Master in Physics from Oxford University.

Barbara Saunders

Managing Director

River and Mercantile

During her time at R&M Solutions she has held a variety of positions, starting out in the derivatives team structuring hedging solutions, then as an investment consultant advising some of our largest clients and now as a senior member of the investment management team.
She is a leading member of the Investment Strategy Committee, which interprets the house view on investment strategy for all advisory clients. She is also a member of the Multi-Asset Committee which translates the house view into the implementation actions required for all fiduciary management clients.

Barbara has significant experience of providing advice across the full range of investment considerations. This demands a grasp of detail, and the ability to understand that detail in its proper context, and the decisiveness to make definite recommendations on the basis of that understanding. But it also requires an aptitude for conveying that understanding to others, and for persuasion. This can prove crucial when significant investment decisions are required within a fairly short timeframe, but it relies on her ability to develop trust with her clients over the long-term.

Barbara's investment expertise is reflected also in her role as a leading member of the Investment Strategy Committee, which interprets the house view on investment strategy for application to consultancy clients. She has a particular depth of understanding of liability hedging, having spent the early part of her career modelling and trading LDI strategies for DB pension schemes.
In 2012 she was identified by Financial News as one of the "Rising Stars" in European Capital Markets.
Barbara is a qualified actuary.

She graduated in 2004 with first class degree in Mathematics from Royal Holloway, University of London, and obtained a Post Graduate Diploma in Actuarial Science from Cass Business School.

 

Chairperson

James Phillips

Deputy Editor

Professional Pensions

James Phillips is Deputy Editor at Professional Pensions. He joined the magazine in 2016 as a Correspondent, before being promoted to Senior Correspondent in 2018, to News Editor in January 2019, and then to Deputy Editor in August 2019.

James has a focus on the law and regulation of occupational pension schemes in the UK. He is also interested in pension scheme investing in an ESG-conscious way, as well as the de-risking process for defined benefit schemes.

In 2019, James received the Trade Pensions Journalist of the Year award from Willis Towers Watson. In 2018, he was named the Society of Pension Professionals' Trade Pensions Journalist of the Year, as well as a gold winner at the MHP 30 to Watch awards. He was also shortlisted for the Headline Money Pensions Journalist of the Year Award (B2B) in both 2018 and 2019.

James gradated from City, University of London in 2016 with an MA in Newspaper Journalism, and from the University of Birmingham in 2015 with a BA in Political Science and Philosophy.

He has previously been published by The Guardian, The Independent, The i Paper, The Times, and BusinessGreen.