Speakers List - Trustee Senate 2019

Keynote Speaker

Dr. Gerard Lyons

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


Dr Gerard Lyons is one of the UK's leading economists. He played a leading role in the UK Referendum Campaign, being co-founder of 'Economists for Brexit'. As a leading City economist and a former board member of The CityUK he was strongly of the view that Brexit would be good, in the long-run, for the UK financial sector, as well as for the economy. Last November, the Government of Japan invited Lyons to Tokyo to speak about Brexit, and its implications.

Dr Lyons is an expert on the global economy, financial markets and monetary policy, with an excellent forecasting record. He has testified to the US Senate Banking and Foreign Affairs Committees, spoken at the EU-China Summit in Beijing, and on the globalised televised BBC Debate from Davos.

He is a Board Member of Bank of China (UK), Chief Economic Strategist and shareholder at online discretionary wealth manager Netwealth Investments, advisor to financial consultants Parker Fitzgerald and Chief Economic Advisor to think tank Policy Exchange. He sits on advisory boards at: Warwick Business School; the Grantham Institute on Environmental Change at the London School of Economics and Imperial College; and at the Official Monetary Financial Institutions Forum. He is advising on a project at the Centre for Social Justice addressing low UK productivity and its wider economic and social impact.

From January 2013 to May 2016 he was Chief Economic Advisor to Boris Johnson, the Mayor of London. In August 2014, Mr Johnson launched the report by Lyons, 'The Europe Report: A Win-Win Situation', widely seen as very influential in the run-up to the Referendum. And in 1999 Lyons was the co-author of the 'Commission on the £ Sterling', outlining the reasons why the UK should retain the pound and not adopt the euro.
Previously, he spent 27 years in senior roles in The City at Chase Manhattan, Swiss Bank Corporation, DKB International and Standard Chartered Bank.

He is an ace forecaster, having won many awards, including Bloomberg's leading global forecaster (of over 350). In addition, the month before the financial crisis he was one of only two UK economists to predict a deep, imminent recession.


Last year's speakers

Erik Rubingh

Head of Factor Investments

BMO Global Asset Management

Erik Rubingh joined the firm in July 2007 and is Managing Director and Head of Factor Investments. Prior to joining, Erik worked at ABP Investments (now APG Investments), first as Senior Portfolio Manager in the Global Quantitative Strategies Group and later as Head of that group. Erik graduated from Groningen University with an MSc in Econometrics. He is also a CFA charterholder.

Hannah Simons

Head of Fiduciary Management


Hannah Simons is Head of Fiduciary Management at Schroders. She joined in 2015 and is based in London.

Hannah was a Fiduciary Partner at Russell Investments from 2013 to 2015, which involved providing total plan solutions to small and medium sized clients. Prior to that she was an LDI product specialist at PIMCO from 2011 to 2013, which involved designing LDI solutions for UK and European pension funds.
She was a Solutions Specialist at BlackRock from 2004 to 2011, which involved designing LDI and broader solutions for pension funds across the globe.
She also spent time at Watson Wyatt as an Investment Consultant, which involved providing investment strategy advice to UK pension funds.

Hannah is a student member of the Institute of Actuaries

Qualifications: BSc in Actuarial Science from the London School of Economics.


Kathleen Bochman

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 30 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.

Michael Crick

Political Correspondent

Channel 4 News

Michael Crick is political correspondent of Channel 4 News and also presents some Dispatches programmes for Channel 4 including Boris v Dave: The Battle for Europe. He has also presented on LBC Radio.

He has been a journalist for more than 30 years, working for three of the great flagship TV programmes. He was a founding member of Channel 4 News in 1982, and later served as C4N Washington Correspondent. Crick joined the BBC in 1990, and worked on Panorama before joining Newsnight in 1992. He was political editor of Newsnight from 2007-11.

He won Royal Television Society awards in 1989 and 2002 and has twice been awarded RTS Specialist Journalist of the Year, in 2013 and 2017. In 2018 Michael was given the prestigious Charles Wheeler Award. Crick is the author of several books, including biographies of Arthur Scargill, Jeffrey Archer and Alex Ferguson - which were all bestsellers - and of Michael Howard and Michael Heseltine.

It has been said that the five most terrifying words in the political lexicon are: "Michael Crick is in reception".

It has also been said that "One of the crowning glories of the uncodified British constitution is called ‘Michael Crick'".

Ex-Special Advisor to the Office of the Prime Minister, Theo Bertram, had this to say about Michael - "If I was a Minister, I'd sooner face a million angry Tweeters & their online petitions, than one Michael Crick."

Nicola Parish

Executive Director of Frontline Regulation

The Pensions Regulator

Nicola Parish was appointed Executive Director for Front-Line Regulation in July 2016.

Nicola has worked at TPR in various roles for eight years, including as Director of Legal Services and Enterprise Risk Management, and her most recent role as Director of Case Management.

As Executive Director she is responsible for the education and enablement activities of TPR's Customer Support and Regulatory Transactions teams, risk identification and escalation by Intelligence, and the enforcement interventions of TPR's Case Management team. She will also be responsible for the delivery by TPR of the new approach to the regulation of master trusts.

Nicola began her career in the City as a litigation lawyer for Denton Hall. In 1996 she joined the Securities and Futures Authority as a senior prosecutions lawyer. She later worked in the Enforcement Division of the Financial Services Authority for 8 years before joining TPR in 2008 as a litigator.


Paul Francis

Senior Client Director


Paul is Senior Client Director at Kempen and is responsible for the overall delivery of fiduciary management services to clients. Paul has 20 years investment experience across asset management and investment consulting.

Previously Paul was Director at JLT (and Head of Consulting) where he established and headed--‐up the fiduciary management proposition and investment platform.

Prior to joining JLT, Paul held senior positions in investment consulting, having led investment teams at Watson Wyatt (now Willis Towers Watson) and Alexander Forbes. Paul, holds a BSc in Mathematics and Economics, and an MSc in Mathematical Physics from King's
College, London.

Paul, also holds an EMBA from Judge Business School, University of Cambridge, where he was awarded the Director's Award for exceptional performance for research into the business strategies of investment firms.

Paul is a Chartered MCSI.


Roberto Cagnati

Managing Director, Co-Head Portfolio Management

Partners Group

Roberto Cagnati is Co-Head of the Portfolio Management business unit and member of the Global Portfolio Committee, based in Zug. He has been with Partners Group since 2004 and has 14 years of industry experience. Prior to joining Partners Group, he had assignments at Deutsche Bank Asset Management and Credit Suisse Private Banking. He holds a master's degree in economics from the University of Konstanz, Germany.

Stephanie Baxter

Deputy Editor

Professional Pensions

Stephanie Baxter is Deputy Editor of Professional Pensions.
She joined the publication as Chief Correspondent in 2014 before becoming News Editor in 2016.

Stephanie has worked as a financial journalist for more than seven years, writing about pensions, investment management, and asset servicing.
Before Professional Pensions she was Online Editor at Global Investor/ISF, a Euromoney-owned title, which she joined in 2011.

Sonia Gogna

Head of Strategic Partnerships


Sonia is Head of Large Client Solutions in Aon's Investment Practice, responsible for strategic partnerships for our Advisory and Delegated business. Her role focuses on new business development and creation of bespoke investment solutions.

She has 15 years' of asset management experience; advising and implementing for some of the most sophisticated institutional clients globally, with assets under management ranging from £50 million to £25 billion. Sonia joined Aon from the fund manager State Street Global Advisors, where she was a Senior Investment Strategist and Head of Nordics & UK for its multi-asset solutions business. Sonia has a deep understanding of building investment solutions across Europe, Scandinavia, US and Asia and a wealth of experience designing customised portfolios for large DB and DC pension schemes. She has structured solutions in many areas including asset allocation, absolute return, tail risk and volatility management, equity factors, illiquids and also LDI.

Sonia started her career in Willis Towers Watson, specialising in asset liability modelling and investment strategy advice. She is a regular conference speaker on themes around investment trends, asset allocation and macro outlooks. Sonia recently completed an Executive MBA from the London Business School, and has two further degrees in Actuarial Mathematics and Economics.


Susan McIlvogue

Head of Trustee DB Consulting

Hymans Robertson

Susan is Head of Trustee DB Consulting at Hymans Robertson. She has over 20 years' experience working with a wide variety of trustees and companies to help manage their defined benefit pension schemes, with assets ranging from £50million to over £1.5billion.

Susan believes in a holistic approach to managing risk, bringing together funding, investment and covenant risk to form a cohesive strategy. She has advised and guided trustees and companies through complex funding negotiations, significant corporate transactions, scheme mergers, benefit changes, and the myriad of legislative changes over the years.