7TH INTERNATIONAL BANKING AND FINANCE FORUM RESTORING RESILIENCE, STABILITY & GROWTH
26 JUNE 2015 THOMSON REUTERS, CANARY WHARF, LONDON
PROGRAMME & SPEAKERS’ BIOGRAPHIES
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24/06/2015 11:14
PROGRAMME* 08:30
Registration, networking and refreshments
09:00
Opening of the Forum Introduction: Rudi Guraziu, Executive Chairman, IBDE Welcome address: David Craig, President, Financial & Risk, Thomson Reuters
09:15
Session one: Restoring resilience, stability, trust & growth Sir Win Bischoff, Chairman, Financial Reporting Council David Craig, President, Financial & Risk, Thomson Reuters Sir Thomas Harris, Chairman, European Services Forum Simon Hunt, UK Banking and Capital Markets Leader, PwC Chair: Rudi Guraziu, Executive Chairman, IBDE Question & Answer Session
10:20
Session two: Opportunities and challenges of the Capital Markets Union Keynote: Michael Cole-Fontayn, Chairman, EMEA, BNY Mellon Chris Allen, Global Group Head of Regulatory Policy, Barclays Andy Baldwin, EMEIA FSO Regional Managing Partner & Global Financial Services Chair, EY Jeff Lynn, CEO & Co-founder, Seedrs Jacqueline Minor, Head of the European Commission Representation in the UK Chair: Huw Jones, European Regulation Correspondent, Thomson Reuters Question & Answer Session
11:30
Networking coffee break
11:50
Priorities of the Luxemburg Presidency of the Council of the European Union His Excellency Mr Patrick Engelberg, Ambassador of Luxembourg to the UK
12:00
Session three: Exploring the future of digital financial services Mark Barnett, President, UK & Ireland, MasterCard Philip Miller, Co-founder & Director, Threadneedle Technology Sergio Novelli, Director, UK, Bip. Julian Wilson, Head of Mobile Innovation, Barclays Chair: Rudi Guraziu, Executive Chairman, IBDE Question & Answer Session
13:00
Networking lunch Conference closes *Correct at the time this brochure went to print
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SPEAKERS Chris Allen, Global Group Head of Regulatory Policy, Barclays Chris Allen is Managing Director and Global Group Head of Regulatory Policy. His responsibilities include heading regulatory policy, on a global basis, for bank structural reform, regulatory capital, resolution and financial market reform across Investment Banking, the Corporate Bank, Wealth Management, Retail and Business Banking and Barclaycard. Chris is also the Global Group Head of Legal for Bank Structural Reform, leading the legal teams delivering, among others, the ringfencing of UK retail banking and US IHC requirements. Chris was previously Head of Legal for Markets in the UK, Europe, the Middle East, Africa, Russia and Central Asia and the bank’s most senior Counsel for Markets globally. He is Chairman of the British Bankers Association Wholesale Policy Committee and also Chairman of the Bank of England’s FX Joint Standing Committee Legal Group. He is a member of The European Securities Market Authority’s Secondary Markets Standing Committee Consultative Working Group. In the US, he is also a member of the CFTC’s Global Markets Advisory Committee. Chris has testified in Congress on the Dodd Frank Act (Title VII and Volcker), appeared on numerous SEC, CFTC and Congressional roundtables on financial markets and banking reform. Chris is a graduate of Oxford University and a Barrister of the Middle Temple. Andy Baldwin, EMEIA FSO Regional Managing Partner and Global Financial Services Chair, EY Andy is the Managing Partner of EY’s Europe, Middle East, India and African Financial Service business and member of the EMEIA Board. He is also Chair of EY’s Global Financial Services (FS) Executive which sets the strategy and direction for EY’s 45,000 financial services professionals. He is also a director of EY’s separate Global Treasury operation. Andy joined EY in the 1990’s after his MBA and a career in the insurance industry. Andy is recognized as a leading commentator on regulation and financial services in the Eurozone and is a regular contributor on these topics in print and broadcast media. With his expertise on issues affecting the European insurance sector. Andy recently worked with City UK on the forthcoming research piece on implementing the Capital Markets Union which will be published in July. He is also working closely around the emerging FinTech agenda in Financial Services. Andy has also collaborated on a number of industry-wide initiatives related to governance and risk management, including acting as the insurance expert on a G30 initiative assessing the role of governance in the financial crisis. He has previously published a number of joint studies with the Chartered Insurance Institute (CII) on risk and underwriting and was a judge for a number of years for the British Insurance Awards (BIA). Mark Barnett, President, UK & Ireland, MasterCard Mark Barnett is president of the MasterCard’s UK & Ireland Division. In this role, he is responsible for growing the payments industry in the region and creating a world beyond cash through MasterCard's innovative approach to everyday payments, including emerging technologies such as contactless and mobile. Mark is also prioritising driving growth in issuance of Debit MasterCard; supporting and sustaining our leadership position in credit; innovating in prepay cards and broadening MasterCard’s offering to commercial clients through card and payment services. Mark joined MasterCard in 2003 and prior to his current appointment, he was executive vice-president, global head of Consulting Services for MasterCard Advisors. He has held various roles including leading Advisors in Europe and leading the global strategy practice for Advisors. Mark has over 20 years’ experience in the retail banking and payments industry. Most of his client work has been at board level; developing payments strategy, designing innovative new products, advising card schemes and processors, supporting government payment initiatives and implementing major transformation programs. Prior to joining MasterCard, Mark led KPMG Consulting’s activities in
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the payments industry in Europe, building a team focused specifically on this sector. Early in his career he worked in payments with First Data, Sema Group Payment Systems and Access & The Joint Credit Card Company. Mark has an MBA from Imperial College Business School, University of London, and a Bachelor’s degree in Economics, also from London University.
Sir Win Bischoff, Chairman, Financial Reporting Council Sir Win Bischoff is Chairman of the Financial Reporting Council and was appointed Chairman of J.P. Morgan Securities plc in January 2015. He is a Non-Executive Director of The McGraw Hill Companies Inc., and is a member of the International Advisory Board of Akbank TAS, Turkey. He was previously Chairman of Lloyds Banking Group (from 2009 to April 2014). Sir Win has substantial experience of leading complex international boards in the UK and the US. His background spans a range of sectors, including banking and capital markets, finance and government regulation and public policy. He held various positions with Schroders plc, Citigroup Inc, and since 1983 has served on the boards of 10 major public companies as a Non-Executive Director.
Michael Cole-Fontayn, Executive Vice President and Chairman, EMEA, BNY Mellon Michael Cole-Fontayn, Executive Vice President, is Chairman of Europe, Middle East and Africa (EMEA). Michael is a Member of the Corporate Executive and Operating Committees. As Chairman of EMEA, Michael is responsible for governance culture and leads regional strategy development, execution and the delivery of enterprise initiatives in the region BNY Mellon is an investments company focused on investment management and investment services. BNY Mellon employs more than 9,000 people in EMEA. Michael has been with the Bank since 1984 starting as a Credit and Risk analyst. He attended the BNY Mellon New York training programme from 1985 to 1986. Michael worked on and took responsibility for a variety of special industry banking groups between 1986 and 1992. Michael joined the DR Division in 1992, and has worked on many DR equity capital raising transactions, including numerous privatisations and equity offerings around the world. Michael has previously served as CEO of Depositary Receipts and ran The Bank of New York Mellon’s Issuer Services Group in Hong Kong for seven years from 1993-2000. Previously chair of The EMEA Issuer and Treasury Services Committee, he is currently chair of the European Executive Management Committee and the BNYM Charity/Community Affairs Programme. A graduate of Westminster University (PCL), Michael received a BA (Hons.) in Business Management. He holds Tax Commissioner and CF3 and CF1 Financial Services Authority accreditation. He is a board member of the Association of Financial Markets in Europe (AFME), and is a member of the Advisory Board of TheCityUK and the All Party Parliamentary Corporate Governance Group.
David Craig, President, Financial & Risk, Thomson Reuters David Craig is president of the Financial & Risk business of Thomson Reuters, which accounts for US$ 6.5 billion in revenue and is a leading provider of financial information, news, technology and regulatory solutions to the global financial community with operations in over 100 countries. Prior to this appointment in 2011, David founded and headed up the Governance, Risk and Compliance business to help professionals deal with the growing raft of regulation, risk and compliance requirements. He also served as Chief Strategy Officer at Reuters Plc. In his 20 year career in the financial services industry, David has held senior level roles including partner at McKinsey & Co and Principal at American Management Systems. David is a trustee and board director of the Thomson Reuters Foundation, a board member of the Atlantic Council based in Washington DC, and on the Advisory Board of City UK, reflecting his work in financial services regulation, technology, and innovation globally. He is the author of several research studies, including The Danger of Divergence: Transatlantic Financial Reform & the G20 Agenda published in December 2013.
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Patrick Engelberg, Ambassador Extraordinary and Plenipotentiary of the Grand Duchy of Luxembourg HE Mr Patrick Engelberg, a career diplomat, was appointed Ambassador Extraordinary and Plenipotentiary of the Grand Duchy of Luxembourg to the United Kingdom of Great Britain and Northern Ireland in August 2013. Before assuming his Ambassadorial duties in 2013, Mr Engelberg was the Director General of Defence and National Armaments Director at the Luxembourg Ministry for Foreign Affairs and prior to this his roles included Chief of Protocol of the Luxembourg Government, followed by Chief of Cabinet to His Royal Highness the Grand Duke of Luxembourg. Mr Engelberg’s previous diplomatic posting was at the Luxembourg Embassy in Paris, where he was appointed Deputy Head of Mission and Deputy Permanent Representative to the OECD.
Sir Thomas Harris, Chairman, European Services Forum A former British diplomat who served as leader of the UK's export promotion agency, British Ambassador to Korea and Director-General for Trade and Investment in the USA; Vice Chairman, Asia, in Standard Chartered Bank from 2004-20014 and a non-executive director of City UK; now Chairman of the European Services Forum , a Brussels-based organisation promoting liberalisation of trade in services.
Simon Hunt, UK Banking and Capital Markets Leader, PwC Simon Hunt leads PwC's UK banking and capital markets practice. For the past two years Simon has also been the chief operating officer for PwC’s UK financial services practice and a member of its financial services leadership team. Throughout Simon’s 18 year career at PwC, he has specialised in banking audits and related advisory projects. His advisory work has included leading regulatory investigations, governance reviews and front office control-related projects. Simon also spent over five years on secondment to PwC Japan.
Huw Jones, European Regulation Correspondent, Thomson Reuters Huw is based in London and covers European and UK regulatory issues and global rulemaking bodies such as the G20, Financial Stability Board, IOSCO, IASB and the Basel Committee. He has covered EU regulation in Brussels, the emergence pan-European stock markets, and has also been a Wall Street reporter in New York.
Jeff Lynn, CEO & Co-founder, Seedrs Jeff Lynn is CEO and co-founder of Seedrs, Europe’s most-active equity-only platform for investing in businesses you believe in. He is a qualified lawyer who began his career practicing corporate law with Sullivan & Cromwell LLP in New York and London, and he later served as co-chairman of the investment committee of a UK seed investment fund. He also currently serves as NonExecutive Director of Companies House. Jeff holds an MBA and a BCL (advanced law degree) from the University of Oxford, a JD from the University of Virginia and a BA from the University of Pennsylvania.
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Philip Miller, Co-founder & Director, Threadneedle Technology Philip Miller is a Senior Architect, Engineer and Agile Practitioner, with over 15 years experience in the Financial Services industry, focusing on high performance, massively parallel computing, complex event processing and system integration. Recently at the leading edge of real-time regulatory compliance for Dodd-Frank and other regulations. Highly experienced with Front Office application delivery within Global Markets.
Jacqueline Minor, Head of the European Commission Representation in the UK A lawyer by training, Jacqueline Minor began her career in the European Institutions at the Court of Justice in 1984. She moved to the European Commission three years later to work on the recognition of diplomas and later enjoyed a second spell at the Court working as referendaire to the British judges Gordon Slynn and David Edward. Returning to the Commission in 1992, she spent 16 years in the Directorate-General responsible for the Internal Market, heading, successively, the units responsible for the regulated professions, policy co-ordination and resources. Promoted to the position of director in 2003, she was responsible for the knowledge economy (including intellectual and industrial property regulation) and for horizontal policy development, participating for example on the Commission's Single Market Review in 2007. On 1st April 2008, Jacqueline became the Director for Consumer Policy (at DG-SANCO). Jacqueline took up her post as Head of the Commission’s Representation in the UK on 16th February 2013. From 1st August 2014 she is also a Member of the Board of Governors of the University of Brighton.
Sergio Novelli, Director, UK Office, Business Integration Partners (Bip.) Sergio is Director for Bip UK. He is in charge of Digital and Transformation projects across several geographies (UK, Italy, Turkey, and Middle East). He graduated in Electronic Engineering and holds a Master in Computer Science (Cefriel, Italy) and an MBA (Henley Management College, UK). Prior to his career in consulting, he has been in Vodafone for over 11 years, working in Senior Management roles in the Commercial, Customer Operations and Technology Divisions. His roles allowed him to gain an extensive experience in marketing and strategy on Digital, especially on the domains in which to bridge technology, innovation and business.
Julian Wilson, Head of Mobile Innovation, Barclays UK
Julian is a member of the Digital and Design Office at Barclays HQ. He describes his role as putting an 'internet lens’ onto service design. Julian has spent all of his career in information technology, mostly turning ideas into businesses and/or services. During his 10 years at Apple, he worked on the early Newton, Set Top Box and Internet gaming products. At AT&T Unisource, as director of Service Strategy in the late 1990s, Julian invented, funded and built what was arguably the world’s first digital cash payment service, assuming a world full of SIM-based wallets using pre-authorised debit and/or digital cash. Julian then led an MBO, backed by his employers and the Dutch government, to create an independent company, smartaxis bv to commercialise the services globally. As a resident mentor at Barclays Accelerator programme in Whitechapel Julian has also been involved in the selection and mentoring of cohorts. He attended London Business School as an undergraduate and, whilst at Apple, studied for an MBA with Henley Management College.
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Rudi Guraziu, Executive Chairman, IBDE Rudi is Executive Chairman of IBDE (International Business and Diplomatic Exchange), a Visiting Professor at the London Academy of Diplomacy, University of Stirling, and a regular public speaker. Rudi spent the 1990s as a principal of a large pharmaceutical business. Before founding IBDE, he initiated the establishment of the Centre for Business and Parliamentary Dialogue. For much of that time he has worked with different parliaments particularly in the relationship between legislative bodies and economic operators. For many years, Rudi has been actively engaged with senior policy-makers, business leaders and diplomats as an expert on international affairs, including as an external expert at the Foreign and Commonwealth Office high-level "policy challenge" sessions. His expertise covers trade & investment promotion, international affairs with a particular focus on EU affairs, public policy, financial services, energy security, and political risk, economic and commercial diplomacy. His research interests are in exploring the impact of international events and turning crises into opportunities. Rudi is member of the International Steering Board at the International Festival for Business. IFB 2016 will be held in Liverpool from 13 June to 1 July 2016.
ABOUT IBDE IBDE (International Business and Diplomatic Exchange) is a London based not-for-profit membership organisation, whose aim is to provide leadership in promoting international trade and investment flows through facilitating dialogue and resource-sharing between the global business, policy-making and diplomatic communities - providing an independent, accessible platform for debate on international business, regulatory and political issues impacting global markets. Through selected events such as investment forums, round-tables, workshops, conferences, seminars and networking opportunities, IBDE supports international businesses in identifying key business and investment opportunities and strategies within the international economic and political context. Beside its trade & investment promotion programmes, IBDE runs successfully an international forum focusing on restoring trust and confidence in global financial services. IBDE prides itself on its excellent partnerships with prestigious institutions and organisations such as European Union, City of London, Foreign & Commonwealth Office, embassies and corporates as well as leading academic institutions such as University of Oxford, UCL, Cass Business School, London Academy of Diplomacy to name a few. IBDE’s overarching concept, linking global business, policymaking, diplomacy and academia at all levels, commits the organisation to using its influence to help both embassies and businesses secure new business, trade and investment opportunities. As such IBDE has both the background and outlook to stimulate and supports members’ commercial interests offering an accessible platform to diplomatic as well as global corporate representatives from the widest spectrum of nations. If you would like to get involved with the work of the IBDE Advisory Groups and enjoy access to events and initiatives, or for more information on how to become an IBDE member please contact us at membership@ibde.org www.ibde.org
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Business Integration Partners (Bip) is a management consulting company specialised in Business Integration and Innovation. It is recognised as a valid alternative to the leaders in the sector, both in terms of authority and ability to perform in the Energy & Utilities, Financial Services, Telecommunications, Life Sciences, Media & Entertainment, Manufacturing and Public Administration. With offices in seven countries in Western Europe, North Africa and South America, Bip is an outward looking company open for partnerships to capitalise on new business opportunities around the world.
www.businessintegrationpartners.co.uk
Threadneedle Technology employs a modern approach to the Financial Technology industry, creating sophisticated and transparent software solutions. They are a trusted partner, whose Founders have successfully delivered high profile IT projects in Global Financial Centres for over 20 years. Their latest application, Solidatus, is an industry leading solution which is helping organisations rediscover, visualise and understand how data flows through their systems, with a goal of improving governance and enabling change. www.threadneedletechnology.com
FORTHCOMING EVENTS Global Economic Forum 2015
Partnering Global Prosperity Date: 17 September 2015 Venue: London Academy of Diplomacy, 102 Middlesex Street, London
'In Conversation With...'
This high-level monthly series of events featuring the most influential business leaders and policymakers will be debating key issues covering various economic, trade, diplomatic and political issues that are considered to be highly important to businesses working in a European and international context. For more details on future events visit www.ibde.org
The European Energy Forum 2015
Date: Monday, 5 October 2015 Venue: Europe House, London SW1P 3EU, United Kingdom The Forum provides an excellent platform to discuss challenges and business opportunities in the Energy sector.
10th International Banking & Finance Forum
Restoring Growth and Confidence in World Markets Date: 24 June 2016 Venue: Liverpool Exhibition Centre, Liverpool, UK Part of the International Festival for Business 2016
Speaking, sponsorship and exhibition opportunities are available for the above events. For details please contact us at info@ibde.org or ring 020 7193 1485
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DATES
NOTES
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GET INVOLVED International Business and Diplomatic Exchange 1 Northumberland Avenue, Trafalgar Square, London WC2N 5BW, United Kingdom Tel: +44 (0) 20 7193 1485 Fax: (+44) 0 20 3318 9199 Email: info@ibde.org Website: www.ibde.org Follow us on Twitter: @IBDE_Org MEMBERSHIP IBDE membership is open to all those with an interest in the Organization’s work ranging from embassies, national and multinational businesses as well as academic institutions, government organizations and NGOs. If you would like to get involved with the work of IBDE Advisory Groups and enjoy access to our events and initiatives, or for more information on how to become an IBDE member please contact us at membership@ibde.org EVENTS Get involved with IBDE Events and enjoy access to high level discussions. For more information on the forthcoming IBDE events please contact us at events@ibde.org COMMERCIAL OPPORTUNITIES Speaking, sponsorship and exhibition opportunities are available for IBDE events. For details please contact us at info@ibde.org or ring 020 7193 1485
7TH INTERNATIONAL BANKING AND FINANCE FORUM LONDON, 26 JUNE 2015 ORGANISER
PREMIUM SPONSOR
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HOST
GOLD SPONSOR
EXHIBITOR
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