Speakers List - Trustee Senate 2019
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Keynote Speakers

Dr. Gerard Lyons

Leading global economist and Co-founder of 'Economists for Brexit'

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Gerard Lyons is one of the UK's leading economists who is widely respected for his understanding of macro-economic trends and the accuracy of his forecasting. He is the former Chief Economist and Group Head of Global Research at Standard Chartered Bank. He also advised on local, national and international economic issues for Boris Johnson whilst he was Mayor of London.

Previous to his appointment at Standard Chartered, Gerard served as Chief Economist and Executive Director at DKB International, as Chief UK Economist at the Swiss Bank Corporation and Chief Economist at UK stockbroker Savory Milln.

Gerard now marries his extensive knowledge of the economy and markets with a first-hand insight into policy making and a view of how the UK cannot just recover, but thrive. He speaks about all aspects of the domestic and global economy - where we are, where we're going, where we might go - with an engaging, original style. Using catchy summaries such as 32, 62, 72 (the amount in trillions that the global cash economy was worth at the turn of the century, when Lehman's crashed, and today) to look at global trends, and analogies including fairytales, superheroes and Gangnam style to understand Asian economic development.

Whilst broadly optimistic about the outlook Gerard believes in a balance between austerity and promoting growth though capital investment in infrastructure. He says it is essential to improve consumer confidence, not just market confidence. Furthermore, government must make concerted efforts to encourage businesses to lend and invest, and to improve relations with both the developing economies. He is also critical of the ‘weak' pound strategy pursued to encourage exports when most UK exports are of quality, high-end goods and services.

Gerard now serves as an economist at wealth management company Netwealth, as Economic Advisor at the Policy Exchange think-tank and the Official Monetary and Financial Institutions Forum, and as an Independent non-executive Director at the Bank of China. Attending quarterly Board meeting, plus a Chair of the Renumeration Committee and member of the Risk Committee. On Advisory Board of financial consultants since 2014 at Parker Fitzgerald, on Advisory Board of The Grantham Institute on climate change and the environment at the London School of Economics & Imperial College since 2018 and Advisory Board of Warwick Business School since 2014. He regularly appears in the media, often writing in the Telegraph and The Times, and was a leading pro-Brexit economic voice. He has testified before the House of Lords Select Committee on the Bank of England and was a member of the Commission that examined the economic consequences if Britain retained the pound.

 

Dianne Morgan

Head of Relationship Supervision

The Pensions Regulator

Dianne Morgan is Head of Relationship Supervision at TPR. She is responsible for establishing the effective supervision of the most strategically important DB, DC and PSPS schemes in the UK through a relationship based regime. Her department will include the supervision of Master Trusts from the end of 2019, and in due course DB superfunds and Collective defined contribution pensions.
Dianne has worked at TPR for nearly two years before this, as Head of Case Management with particular responsibility for DB Scheme Funding and Avoidance.

Dianne began her career in the City in shipping litigation, then moving into the regulation and investigation of complaints about solicitors. She worked as Head of Regulation for the RICS. For 5 years before joining TRP Dianne was a senior ombudsman at the Financial Ombudsman responsible for the determination of complaints in the Pension, Portfolio Management and Investment Departments.

 

Speakers

Pramila Agrawal

Portfolio Manager, Director of Custom Income Strategies

Loomis Sayles

Pramila Agrawal is a vice president and head of the custom income strategies (CIS) group at Loomis, Sayles & Company and a portfolio manager for specialized insurance mandates. In this role, she co-manages assets with investment teams and collaborates with clients to design customized solutions. Pramila joined Loomis Sayles in 2007 as an analyst in the quantitative research risk analysis group where she worked with investment teams across the firm developing relative value tools, predictive models and portfolio construction process.
Later, she joined the relative return team as a strategist, responsible for identifying and evaluating investment ideas and implementing them in portfolios, and was promoted to portfolio manager for the buy & maintain strategies in 2018. In 2019, Pramila was promoted to portfolio manager and head of the CIS group. Previously, she was in a research and development position at Metis Design. Pramila earned a BE from BITS in India and an MS and PhD in Robotics from Vanderbilt University.

Kathleen Bochman

CFA, VP, Director of ESG

Loomis Sayles

Kathleen Bochman is a vice president of Loomis, Sayles & Company and director of ESG (environmental, social and governance). She is responsible for increasing awareness of ESG principles among the firm's investment teams and partnering with them to identify how ESG considerations may be further incorporated into their unique investment processes. Kathleen leads the Loomis Sayles ESG Committee in providing strategic support to investment teams, conducting internal education and serving as a thought leader for the firm on material sustainability issues.

Kathleen has 31 years of investment industry experience and joined Loomis Sayles in 2006 as global equity analyst covering the financial sector. She began her career as a senior consultant for Andersen Consulting, specializing in systems consulting for financial clients. Following this, Kathleen moved to State Street Research & Management where she was a fixed income credit analyst, and later was named head of credit research for the firm. She then joined Wellington Management Company as a fixed income credit analyst. Prior to joining Loomis Sayles, Kathleen was a financial sector credit analyst for Gimme Credit. She earned a BA from Dartmouth College and an MBA from Columbia University.

Geraldine Brassett

Client Relationship Director

Capita Employee Solutions

Geraldine is a Client Relationship Director within Capita's Pension Management business.

As well as providing strategic direction to her own portfolio of large third party administration clients, Geraldine also provides support on broader client initiatives such as the analysis, client impact and implementation of legislative and market changes.

Geraldine has a wide experience of all aspects of administration from both an in house and third party perspective and has extensive technical knowledge and practical experience covering benefits delivery, governance and management.

Geraldine is an FPMI and is also a member of the PMI Qualifications, Examinations and Assessment Committee, the PASA Policy and Strategy Group and the PRAG DC Working Group.

 

Gary Smith

CEO

Atlas Master Trust

Gary is CEO of the Atlas Master Trust. He has worked in DC pensions and employee benefits for over 30 years across both consulting and provider organisations. During most of that period, he has been at the forefront of driving developments and best practice across the UK DC industry.
In July 2010, Gary was voted ‘European Pensions Personality of the Year', recognising him as someone who has truly made their mark in the European pensions space in recent years and, in 2011, he was voted 'Top 5 Benefits and Investment Consultant' by PlanSponsor Europe.

Chris Ramsey

Principal, Senior Consulting Actuary

Barnett Waddingham

Chris is a Scheme Actuary at Barnett Waddingham and advises trustees on the full range of scheme actuary work, including pension scheme funding, as well as on broader strategic matters.
Chris is one of Barnett Waddingham's thought leaders on Integrated Risk Management (IRM) and advising clients on their long term journey plan to get to either buy-out or a low risk strategy. As a result Chris is a regular speaker at industry events.
Until recently Chris was a member of the Institute and Faculty of Actuaries' working party on Integrated Risk Management (IRM). As part of this he co-authored a guide for actuaries on how to implement IRM in practice.
Chris also advises trustees and corporates on strategies for engaging members on their options (so called "liability management"), and until recently led our team that advises clients on the Pension Protection Fund (PPF) levy and how it can be managed.