Jeffrey Mushens
Technical Policy Director, TISA – Chair , TISA
Jeffrey, having read History at Cambridge qualified as a Chartered Accountant with Coopers & Lybrand (now PwC). He then spent seven years in banking including posts as chief accountant of two merchant banks (HongKongBank and Samuel Montagu). He has spent 25 years in the funds industry, including 15 years at M&G, where he held a number of operational roles including Chief Trusts Accountant, setting up M&G's call centre, launching closed and open ended funds, public affairs spokesman, and responsibility for non-compliance relationships with regulators, HMRC and Government. He was a director of M&G and ran M&G's direct business.
Mark Manning
Technical Specialist, Cross-Cutting Policy, FCA
Mark Manning is a Technical Specialist in the FCA’s Cross-cutting Policy team, with particular responsibility for policy on climate change, ESG integration and investor stewardship. Until recently, Mark led the FCA’s Primary Markets Policy team. Prior to joining the FCA last year, Mark spent much of his career as a central banker with the Bank of England and the Reserve Bank of Australia. His principal area of focus was policy, research and supervision in the field of financial market infrastructures.
Holly Mackay
Founder and CEO, Boring Money
Holly has worked in finance since 1999. She is the Founder and CEO of independent consumer financial website, Boring Money. She passionately believes that investments shouldn’t just be for “The Old Boys” and is on a personal mission to make investing accessible and engaging to more “normal” people.
Nicky Bloom
Product Management & Development, Pictet Asset Management
Nicky Bloom has been working in asset management for more than 18 years developing funds for retail, wholesale and institutional clients across a variety of asset classes. She specialises in product development and fund distribution for the UK, EU and Asian markets. Nicky has been working as a Senior Product Manager at Pictet Asset Management since 2017, and her previous experience includes 7 years at Baring Asset Management, 9 years at Schroder Investment Management whilst her career started at Western Asset Management Company.
Petra Lee
Compliance Advice Manager, Nationwide Building Society
Petra has 20 years’ experience in Financial Services, starting her career as a Financial Adviser providing protection and investment advice to mass market customers. She has an ongoing desire to simplify financial advice; to make it accessible, intelligent and informative for everyday people. Petra’s current role includes providing technical compliance advice for retail investments, pension and protection products for the largest Building Society in the world. As a passionate advocate for “people, planet and fair play”, fuelled by the desire to help others and connect their beliefs and values with their investments, Petra is a Deputy Chair on the TISA ESG Working Group.
Michael Wainwright
Partner, Dentons
Michael Wainwright is a partner in Dentons Financial Regulation Group. Michael specialises in regulatory and commercial work for banks and other financial institutions. He has extensive experience in advising on the regulation of financial services in the UK, going back to advising FIMBRA on its application to become the first recognised self-regulatory organisation under the Financial Services Act 1986.
Michael's work is a combination of the transactional, such as transfers of business under Part VII of the Financial Services and Markets Act, and technical analysis, such as reviews of corporate governance and legal opinions on financial transactions. He regularly advises on conduct issues, both in reviewing current and historic business practices and in the context of enforcement proceedings.
Robert Howard
Regulatory Policy & Compliance Officer, Charles Stanley
Robert has been with wealth manager Charles Stanley & Co for over twenty years, working in a number of roles across the firm and heading the Compliance Advisory function. He chairs the PIMFA Regulatory Committee and the TISA working group on ESG. As an Alderman for the City of London, he was a founder member of the City Corporation’s Social Impact Board.
Iva Levine
Steering Committee Member, Impact Investing Institute
da Levine is a principal with Two Rivers Associates Limited consulting on policy, strategy and governance. She is currently the Interim Strategic lead and on the Steering Group for the recently organised UK Impact Investing Institute.Previously Ida was Senior Vice President and Senior Counsel for the Capital Group/American Funds (CG), leading its legal and compliance function in Europe, and Director of European Public Affairs for CG. CG is one of the oldest and largest independently owned global active management groups. Ida also chaired the local board of the London branch of Capital Research Companyand served on the Board of Directors of Capital International Limited, CG’s UK asset manager, chairing its Audit Committee and serving as Compliance Officer. She now serves as Senior Adviser to CG. Before CG, Ida was European Counsel for JP Morgan Investment Management and sat on its European Management Committee and Global Derivatives Committee. Prior to this, she was a Partner at the international law firm Jones Day (London and New York) specialising in Corporate, M&A and International Securities Law.Ida is a Director and Chair of the Operating Oversight Committee of the UK Investor Forum. She is also Chair of the International Securities Regulation Committee of the International Law Association, and on the Policy Advisory Group of Pro Bono Economics. In addition, she performs a number of other non-executive roles in Public Policy, Investment and the Arts.
Sarah Gordon
CEO, Impact Investing Institute
Sarah Gordon spent 18 years at the Financial Times, where she ran the paper’s corporate coverage during the financial crisis, and was most recently business editor and associate editor. Before journalism, she worked in fund management in the UK and the US, and at the UN Conference for Trade and Development in Geneva. She was a panel member of the recent independent inquiry into the future of civil society, led by Julia Unwin CBE, and was formerly a trustee of CSV, one of the UK’s largest volunteering charities. She is a visiting professor at Kings College London.
Meaghan Muldoon
EMEA Head of Sustainable Investing, BlackRock
Meaghan Muldoon, Managing Director, is EMEA Head of Sustainable Investing at BlackRock. The Sustainable Investing team is focused on identifying drivers of long-term return associated with environmental, social, and governance issues, integrating them throughout BlackRock's investment process, and creating solutions for our clients to achieve sustainable investment returns. In this capacity, Meaghan is a member of BlackRock's ESG and Policy Committee. Previously, Meaghan served as a Managing Director and Liaison to BlackRock's Board of Directors within the Corporate Strategy team, where she led the Board of Directors function and managed a rage of complex strategy projects.
Prior to joining BlackRock in 2016, Ms. Muldoon served for more than seven years as a fiscal and economic policy advisor in the Obama Administration. Most recently, she served as Counselor to Treasury Secretary Jack Lew, coordinating the Department's fiscal, domestic, and economic policy efforts, and leading cross-functional teams on issues including infrastructure investment, tax policy, retirement policy, higher education finance, and financial inclusion.
In previous roles, Ms. Muldoon served at the White House as Deputy Assistant to the President and Policy Advisor to the Chief of Staff, as Associate Director to the National Commission on Fiscal Responsibility and Reform (Bowles-Simpson Commission), and as a lead advisor to three Directors of the Office of Management and Budget.
Ms. Muldoon earned a Bachelor of Arts in government, cum laude, from Georgetown University, and a Master of Public Policy from Duke University.
Maria Varbeva-Daley
Market Development Manager, BSI
Maria is responsible for the strategic development of standardisation opportunities in the area of Energy and Sustainability. Her activities encompass market development, stakeholder engagement, design and strategic delivery of standardisation programmes in response to pressing societal and market challenges.
In her 13 years with BSI Maria has led initiatives on emerging themes such as climate change mitigation and adaptation, resource management and the circular economy, social value assessment, product sustainability, natural capital, energy innovation, electrification of transport and smart energy/systems. Over the past two years Maria has been driving strategically the implementation of BSI’s Sustainable Finance Programme - an ambitious standardisation initiative, supported by UK government and industry, aiming to establish the UK as a thought leader in sustainable finance.
Prior to joining BSI, Maria has worked as an attorney-at-law and a legal researcher, focusing on environmental law, policy and regulation.
Ghislain Périssé
Head of Insurance Strategy, EMEA, Schroders
Ghislain Perisse is Head of Insurance Strategy, EMEA at Schroders, responsible for promoting Schroders’ insurance capabilities in EMEA. With over 20 years’ experience in asset management, banking and insurance, Ghislain has a dedicated focus on insurance balance sheets, insurance regulation and product innovation. Previous roles include Head of Solutions & Services Development at AXA IM, Head of Structured Products at Merrill Lynch and Morgan Stanley in London, New York and Asia. At Société Générale Asset Management, Ghislain was responsible for creating the Alternative Investments department. From a FinDatex/EWG perspective, Ghislain participated to the creation of EMT, EPT and TPT for Mifid, Priips and Solvency II.
Pierre Maugery-Pons
Vice-President, Efeso, Club Ampere
Pierre Maugery-Pons is Vice-President at Efeso consulting and Club Ampere, dedicated to advisory services and innovation regarding asset management reporting, performance and risk measurements. He has more than 25 years’ experience in the financial market industry. After being responsible for arbitrage activities on debt instruments within CIC-EST, he has been involved in multiple project in the asset management, the private banking and the insurance sector. Pierre has created the first TPT to support insurance needs regarding Solvency II and then been involved in the EWG / Findatex work on fund distribution issues to facilitate MIFID or PRIIPS implementation.