Clear Path Analysis
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21 MARCH 2024 | AMERICA SQUARE CONFERENCE CENTRE, LONDON, UK

Take a look at the speaker line-up for the 2024 Private Markets Investor | Europe summit.

If you would like to enrol your interest in speaking at our 2025 event, please contact Maya Sibul at mayasibul@clearpathanalysis.com

Anand Rajagopal

ANAND RAJAGOPAL

Private Markets Sustainability Lead, Phoenix Group

Anand Rajagopal is the Private Markets Sustainability Lead at the Phoenix Group’s Asset Management division. Anand leads all Sustainability/ESG efforts for Private Markets investments (infrastructure debt, private placements, commercial real estate, ABS/development finance etc.) executed through the firm’s asset manager partners as well as those originated directly. Before Phoenix Group, Anand served as the Head of Public Annuity Asset Origination at Aviva where he led portfolio construction and investment strategy for public assets including the development of the business’s ESG and Franchise risk framework and its integration in the investment process, new asset class launches (EMD, U.S. corp credit/muni) and related asset manager research and oversight. Prior to foraying into insurance asset management, Anand had worked for ~10 years in public- and private-credit investment and portfolio management/monitoring mandates at BlackRock (London) and Goldman Sachs (New York) covering asset classes such as Sovereigns/SSAs, RMBS, CMBS, Auto/Whole Loan ABS, EMD, Corporate Bonds, Energy/Infra-Project Finance, CRE loans and Shipping/Aviation debt.

My session title:

  • INVESTOR FORUM: PANEL DISCUSSION: Resilience: which asset classes, industry sectors and geographies are likely to be most and least resilient in 2023? How are investor allocations changing in a more challenging environment? : 3:00 PM - 3:45 PM
Andrew Cheseldine

ANDREW CHESELDINE

Chair of the Board of Trustees, Smart Pension

My session title:

  • INVESTOR FORUM: FIRESIDE CHAT: FIRESIDE CHAT: A trustee view on the sustainability of private markets securities within a DC framework : 2:00 PM - 2:30 PM
Andrew Putwain

ANDREW PUTWAIN

Editor & Community Manager, Clear Path Analysis

Andrew Putwain is the Managing Editor of Clear Path Analysis’s two market website Insurance-Investor.com and FundOperator.com. He joined the company in early 2022, and prior to that was an oil market journalist for I.C.I.S, part of Lexis Nexis Risk Solutions Group, focusing on the Middle Eastern/North Africa and CIS regions. Other previous roles include Editor at Reactions, part of Euromoney, and on the editorial team at Axco Insurance Information Services. He has also had positions at NS Media, HennikGroup, The Institute of Civil Engineers Publishing and ESG Investor

My session title:

  • PANEL DISCUSSION: The advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: What is the opportunity and outlook for greater investment in illiquid assets, and what are the operational hurdles? : 9:50 AM - 10:35 AM (Moderator)
  • INVESTOR FORUM: FIRESIDE CHAT: FIRESIDE CHAT: A trustee view on the sustainability of private markets securities within a DC framework : 2:00 PM - 2:30 PM (Moderator)
  • INVESTOR FORUM: FIRESIDE CHAT: PANEL DISCUSSION: The advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: What is the opportunity and outlook for greater investment in illiquid assets, and what are the operational hurdles? : 2:30 PM - 3:00 PM (Moderator)
  • REGULATORY FIRE-SIDE CHAT: Supporting “productive finance” initiatives in a just transition framework – how can investment teams, trustees, and operational leaders ensure they’re serving stakeholder interests? : 4:10 PM - 4:40 PM (Moderator)
  • PANEL DISCUSSION: Optimal oversight, portfolio insight, and governance: Stress testing the 1 in 200 default scenarios, cash flow management, and developments in look through capabilities for solvency and risk reporting requirements : 4:40 PM - 5:20 PM (Moderator)
Annette Bannister

ANNETTE BANNISTER

Head of Infrastructure Debt, EMEA, Metlife Investment Management

Annette Bannister is a Managing Director and Head of Infrastructure Debt in EMEA for MetLife Investment Management’s (MIM) Private Capital. She is responsible for overseeing the origination and execution of new transactions, as well as the ongoing management of existing investments for infrastructure assets in the Private Credit group, as well as developing the EMEA infrastructure business with sponsors, bankers, and institutional clients.

Prior to joining MIM in 2015, Annette was a member of the Infrastructure Investment team at Legal and General Investment Management, an Associate Director at AMP Capital’s Infrastructure Debt Fund, and worked in project and infrastructure finance investment banking at Societe Generale and later, Barclays Capital.

Annette earned an M.Sc. in Finance and Investments and B.A. (Hons) in Business Finance from the University of Durham.

My session title:

  • KEYNOTE PRESENTATION: How can sustainable infrastructure investment move past renewables to make an impact? : 10:35 AM - 11:05 AM
Bob	Tyley

BOB TYLEY

Head of Credit Risk, Hymans Robertson

Bob Tyley is Head of Credit Risk in Hymans Robertson’s UK Insurance & Financial Services practice. He is an investment industry veteran with deep experience of global credit and interest rate markets. Having worked in the leading investment banks, insurance companies and consultancies, he has wide experience of implementing ESG, ALM, SAA, and IMV activities along with risk and capital modelling and optimisation for insurance companies.

 An area of particular focus currently is the impact of Solvency II UK Reform and its implications and challenges in enabling insurers to invest in a wider range of long-term productive assets.

 Bob is a Technical Specialist of the Institute of Risk Management and a Chartered Fellow of the Chartered Institute for Securities & Investment, as well as being a Fellow of the Royal Astronomical Society.

My session title:

  • PANEL DISCUSSION: The advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: What is the opportunity and outlook for greater investment in illiquid assets, and what are the operational hurdles? : 9:50 AM - 10:35 AM
Brendan Walshe

BRENDAN WALSHE

Investment Consulting Team, The Pensions Regulator

Brendan joined The Pensions Regulator in March 2015 and is a member of the Regulator’s Investment Consulting Team. Within his current role, he acts as an adviser within TPR and provides advice on DB investment and funding strategies and contributes to the regulation of DC pension schemes. Brendan also provides specialist investment input to TPR’s regulatory policy and publications, including DB and DC Codes of Practice and regulatory guidance. Prior to joining the regulator, he worked with a number of leading consultancies providing advice to private and public sector clients on all aspects of pension scheme investment, risk management and governance. Brendan has regularly spoken at industry conferences and contributed to a range of industry publications. He is a Fellow of the Institute of Actuaries and has contributed to a range of Institute working parties

My session title:

  • REGULATORY FIRE-SIDE CHAT: Supporting “productive finance” initiatives in a just transition framework – how can investment teams, trustees, and operational leaders ensure they’re serving stakeholder interests? : 4:10 PM - 4:40 PM
Conor McNaughton

CONOR MCNAUGHTON

Chief Operating Officer, Kingsway Capital

My session title:

  • OPERATIONS, RISK & REPORTING FORUM: PANEL DISCUSSION: Fund and asset valuation policies: Developing policies for fairness, reliability, and an encouragement of trust : 3:00 PM - 3:45 PM
Diane Duan

DIANE DUAN

Investment and ALM consultant, Hymans Robertson

My session title:

  • PRIVATE MARKETS OPERATIONS, RISK & REPORTING FORUM - INDUSTRY INSIGHTS POLLING SESSIONS - Industry insight session: opportunities and challenges for the private credit market from regulatory reforms : 12:07 PM - 12:40 PM
Elizabeth Cain

ELIZABETH CAIN

Head of Debt Origination, Pension Insurance Corporation (PIC)

Elizabeth heads the private debt team at PIC, a UK bulk annuity insurer. She is responsible for sourcing investment grade private credit across a range of sectors including social housing, infrastructure, structured credit and corporate private placements.

Prior to joining PIC, Elizabeth was a Director at TradeRisks, where she headed the Risk Advisory team, providing treasury and corporate finance advice to housing associations, as well as helping them to raise debt in the banking and capital markets.

Elizabeth is a Chartered Accountant, and has held non-executive roles for a local housing association. She has a First Class degree in Mathematics from the University of Oxford.

My session title:

  • INVESTOR FORUM: PANEL DISCUSSION: Resilience: which asset classes, industry sectors and geographies are likely to be most and least resilient in 2023? How are investor allocations changing in a more challenging environment? : 3:00 PM - 3:45 PM
Erik Canton

ERIK CANTON

Deputy Chief Economist, Deputy Head of Unit, Common Research & Innovation Strategy and Foresight Service, European Commission

Erik Canton is (acting) chief economist at the Directorate-General for Research & Innovation of the European Commission. He previously worked at the Directorate-General for Economic and Financial Affairs, in the field of structural reforms and investment. Before joining the European Commission, Erik was Partner Competition Policy and Regulation at Ecorys in Rotterdam, consultant at the World Bank, and economist at the CPB Netherlands Bureau for Economic Policy Analysis. Erik holds a PhD from Tilburg University. His work focusses on research & innovation, economic growth, productivity, human capital, inclusive growth, and the digital and green transitions.

My session title:

  • REGULATORY FIRE-SIDE CHAT: Supporting “productive finance” initiatives in a just transition framework – how can investment teams, trustees, and operational leaders ensure they’re serving stakeholder interests? : 4:10 PM - 4:40 PM
Erik Vynckier

ERIK VYNCKIER

Investment Committee Chair, Foresters Friendly Society

Erik Vynckier is Board member of Foresters Friendly Society since 2016, for whom he also chairs the Investment and With-Profits and Unit-Linked Committees following a career in banking, insurance, asset management and petrochemical industry. Erik restructured the Foresters as Interim CEO in 2019.

Erik was Chief Investment Officer (Europe) for private equity group Eli Global LLC and Chief Investment Officer for European insurance clients at Alliance Bernstein. Before, Erik managed with-profits and annuity funds at Scottish Widows Investment Partnership after managing the Group Risk Hub of Standard Life. Erik started in finance at Credit Suisse First Boston and HSBC, in equity program trading, quantitative development and asset-liability management for client balance sheets.

Erik was Chair of Research and Thought Leadership Board at the Institute & Faculty of Actuaries from 2018 until 2021. Erik has founded and served as board member of www.hpcfinance.eu and www.bigdatafinance.eu, the European initiatives from 2011 until 2019 on high performance computing and big data analytics in financial services.

Erik graduated as Chemical Engineer at Universiteit Gent (Belgium) and completed his MBA at London Business School in 2000. Prior to his MBA, Erik held R&D, production and strategy positions in the petrochemical industry in France, Belgium, Germany, the US and the UK. He is adviser to the Chemical Engineering Department of University College London on research and education.

My session title:

  • PANEL DISCUSSION: Optimal oversight, portfolio insight, and governance: Stress testing the 1 in 200 default scenarios, cash flow management, and developments in look through capabilities for solvency and risk reporting requirements : 4:40 PM - 5:20 PM
Grigory Spivak

GRIGORY SPIVAK

Asset Strategy & ALM, Global Funded Solutions, Pacific Life Re

Grigory Spivak joined Pacific Life Re four years ago as a head of Investment Strategy & ALM within the newly formed Global Funded Solutions division. This involves a broad range of responsibilities, including ALM, setting investment strategy for pricing new business and overseeing the execution of the transactions.

Prior to this, he headed Investment Risk function in the Legal & General Retirement responsible for 2nd line oversight of assets backing L&G annuity business. Before that, Grigory was with BlackRock managing their life insurance funds range – the flagship vehicle for BlackRock’s passive funds offering for the UK pensions clients.

Grigory has a Masters in Applied Mathematics and is a Fellow of the Institute of Actuaries.

My session title:

  • PANEL DISCUSSION: Optimal oversight, portfolio insight, and governance: Stress testing the 1 in 200 default scenarios, cash flow management, and developments in look through capabilities for solvency and risk reporting requirements : 4:40 PM - 5:20 PM
James Monk

JAMES MONK

Investment Director , Fidelity International

James Monk is a Workplace Investment Director looking after FutureWise Target Dated Fund Strategy and a number of key strategic IO clients since February 2023. He comes with 14 years DC Investment industry experience from Aon, where he was Head of DC Investments for 8 Years and is qualified as a Regulated Financial Planner, with a specialism in DC investment strategy design, sustainability, less liquid asset integration and provider market knowledge. His responsibilities included working on the Bank of England’s Productive Working Finance Group, governing the Aon DC Product (including the Aon Master Trust), reviewing the investment and bundled proposition of pension providers and advising Employers and Trusts on their workplace investment strategy.

My session title:

  • PANEL DISCUSSION: The advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: What is the opportunity and outlook for greater investment in illiquid assets, and what are the operational hurdles? : 9:50 AM - 10:35 AM
James Sproule

JAMES SPROULE

Chief Economist, Handelsbanken

James Sproule was appointed as Chief Economist of Handelsbanken UK in May 2020. For much of 2019 he was a Senior Business Adviser to Prime Minister Boris Johnson prior to which he worked with the think tanks UnHerd and the Legatum Institute; between 2014-2017 he was the Chief Economist and Director of Policy at the Institute of Directors. Before the IoD he was head of UK Research with Accenture.  He started his financial career as a merchant bank economist working with Bankers Trust, Deutsche Bank and Dresdner Kleinwort, and eventually helped to found the boutique bank Augusta and Company.  James started his working life as a signals officer in the Royal Navy, where he remains an honorary Captain.  James Sproule has sat on the European advisory board for the strategic consultancy L.E.K.; he stood for Parliament at the 2005 general election; and was for seven years a visiting fellow in the Department of Management Economics at the London School of Economics.  

My session title:

  • INVESTOR FORUM: FIRESIDE CHAT: PANEL DISCUSSION: The advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: What is the opportunity and outlook for greater investment in illiquid assets, and what are the operational hurdles? : 2:30 PM - 3:00 PM
  • INVESTOR FORUM: PANEL DISCUSSION: Resilience: which asset classes, industry sectors and geographies are likely to be most and least resilient in 2023? How are investor allocations changing in a more challenging environment? : 3:00 PM - 3:45 PM
Lisa Wong

LISA WONG

Head of Private Credit Sustainability Research, Metlife Investment Management

Lisa Wong is Head of Private Credit Sustainability Research for MetLife Investment Management’s (MIM) Private Capital. She is responsible for leading sustainability credit research across private assets.

Lisa joined MIM in February 2023, in connection with the acquisition of Affirmative Investment Management (AIM) by MetLife. She was a founding member and partner on AIM’s sustainability team, and conducted research and analysis on climate change, sustainability, and broader market trends. Prior to founding and joining AIM in 2015, Lisa was a Sustainable Investment Specialist at Nikko Investment Management Europe and a member of the Inclusive Finance Group at Citi.

Lisa earned an M.P.A. jointly awarded from London School of Economics and Columbia University and an M.A. from Cambridge University.

My session title:

  • PRIVATE MARKETS INVESTOR FORUM- TALKING TABLE WORKSHOPS - Sustainable investment approaches in infrastructure debt : 11:35 AM - 1:10 PM
Manish Sarwal

MANISH SARWAL

Deputy Head of Finance, Impax Asset Management

Manish joined Impax in 2015 where he is responsible for overseeing the fund reporting and tax structuring of Impax’s New Energy Funds. During this time, he has led the setup and structuring of two new Private Infrastructure Funds, one in the UK and another in Luxembourg. He leads on all Finance and operation fund raising activities with investors from pitching, DDQs, side letters and onboarding.

Prior to joining Impax, between 2009 and 2015, he worked at KPMG. He went through the graduate scheme and left as an audit manager working on large, listed investment management clients his portfolio of clients included a range of mutual fund clients, hedge funds and private equity/infrastructure clients, most recently working on those in the renewables sector.

He holds a BSc in Mathematics the University of Bristol and is a member of the Institute of Chartered Accountants England and Wales.

My session title:

  • OPERATIONS, RISK & REPORTING FORUM: PANEL DISCUSSION: Fund and asset valuation policies: Developing policies for fairness, reliability, and an encouragement of trust : 3:00 PM - 3:45 PM
Michelle Sartorio

MICHELLE SARTORIO

Director, Global Head of Communications and Marketing,

Michelle Sartorio is a growth specialist with over 20 years of international experience in communications, marketing, sustainability, organisational change & innovation. She has provided expert counsel across a diverse spectrum of areas including: business growth strategy, rebranding, product development & go-to-market, demand generation, pre-exit positioning strategy, sustainability narrative, ESG value creation to portfolio companies, investor relations, partnership formation and digital transformation. 

Her recent experiences include positions and/or consulting projects for: HSBC Global Asset Management, KPMG, LGIM, Brookfield Asset Management, Savills Investment Management, M&G and Telecom Italia.

She is an advocate for Diversity, Equity, and Inclusion (DE&I) and is passionate about rethinking businesses and crafting strategies to drive long-term sustainable value and impact. She often contributes to thought papers and speaks in industry events.

Michelle recently completed the Prince of Wales's Business & Sustainability Programme at the University of Cambridge Institute for Sustainable Leadership, she holds an MBA from Warwick Business School, a BA in Mass Communications, and an Investment Management Certification (IMC), by the CFA UK. She is Italian-Brazilian-English and lives in London with her husband and two children.

My session title:

  • INVESTOR FORUM: PANEL DISCUSSION: Resilience: which asset classes, industry sectors and geographies are likely to be most and least resilient in 2023? How are investor allocations changing in a more challenging environment? : 3:00 PM - 3:45 PM (Moderator)
Mike Chappell

MIKE CHAPPELL

Co-Head of Private Markets, Phoenix Group

Mike Chappell joined the Phoenix Group in 2018 to head the Illiquid Asset origination and portfolio management team within our Asset Management Business, and is also currently undertaking the CIO role for Phoenix RE in Bermuda

He was previously Managing Director & Global Industry Head for the Infrastructure & Energy sector at Lloyds Banking Group with overall responsibility for global business origination.

Prior to this, he headed Lloyds Bank Project Finance team where he led the team executing global Project Finance and Infrastructure debt opportunities.

He holds a BSc (Hons) in Chemistry and is an Associate of the Chartered Institute of Bankers and a Member of the Association of Corporate Treasurers.

My session title:

  • PANEL DISCUSSION: The advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: What is the opportunity and outlook for greater investment in illiquid assets, and what are the operational hurdles? : 9:50 AM - 10:35 AM
Nick Dashfield

NICK DASHFIELD

Head of Strategic Projects, Globacap

Nick is Head of Strategic Projects at Globacap, designing and delivering new products for fund managers and administrators in the PE sector. He has previously co-led the funds team at Seedrs, originating and executing VC fund investments on behalf of Seedrs’ network of 25k HNW investors, as well as working in the investment team at a family office and as a funds lawyer.

My session title:

  • OPERATIONS, RISK & REPORTING FORUM: KEYNOTE PRESENTATION: What are the challenges to remaining competitive in private equity in 2024? How can digitisation help mitigate those challenges? : 2:30 PM - 3:00 PM
Piyush Singhi

PIYUSH SINGHI

Managing Director, Indus Valley Partners

Piyush has worked with credit-focused funds for more than a decade, creating and implementing a wide variety of data management strategies and custom solution buildouts.

My session title:

  • PRIVATE MARKETS OPERATIONS, RISK & REPORTING FORUM - INDUSTRY INSIGHTS POLLING SESSIONS - Scaling and complexity in private markets strategies: Navigating the challenges in 2024 : 11:35 AM - 12:07 PM
Punil Chaubal

PUNIL CHAUBAL

Insurance Investment Advisory Leader, WTW

Punil Chaubal is the Insurance Investment Advisory Leader at WTW. He leads a team of over 25 dedicated insurance investment professionals advising on over $400bn of assets globally. His team are committed to supporting insurers consider their investment strategy, strategic asset allocation and portfolio implementation. Punil has over 13 years of experience and joined WTW in 2022, working with insurance companies globally. Prior to joining WTW, Punil supported numerous UK and European insurers with management of investments, capital and sustainability risks. He earned a BSc in Mathematical Science from City University and an MSc in Actuarial Science from Heriot Watt University.

My session title:

  • PRIVATE MARKETS INVESTOR FORUM- TALKING TABLE WORKSHOPS - Private Market Dynamics: The intersection of innovation and investment opportunities : 11:35 AM - 1:10 PM
Rakesh Mazumdar

RAKESH MAZUMDAR

Consultant, Hymans Robertson

My session title:

  • PRIVATE MARKETS OPERATIONS, RISK & REPORTING FORUM - INDUSTRY INSIGHTS POLLING SESSIONS - Industry insight session: opportunities and challenges for the private credit market from regulatory reforms : 12:07 PM - 12:40 PM
Rob Knight

ROB KNIGHT

Managing Director, RRAK Advisory

Rob Knight is a consulting Managing Director who specialises in operations and regulations. She is also a NED on the Board of East London Business Alliance and special advisor to two California based start-ups. Rob’s unique professional background spans successful leadership roles within large international businesses, leading teams in Asia, Europe, India, UK and USA. She was Head of Global Business Services at Barings (subsidiary of MassMutual), sitting on the firm’s  Operations Leadership Team, Pricing Committee and Client Asset Oversight Working Group. Her global teams supported investment strategies for USD 280B+ of private and public assets. She has a keen interest in automation and data science to create more efficient and scalable workflows. 

Rob served as Chairperson for the UK Investment Association’s Trade & Transaction reporting Committee until 2022, where she contributed to engagement with European and UK regulators. Prior to joining Barings, Rob led the fiduciary management team for Citigroup – Asset Management Unit in London.

In 2007 Rob co-founded the award-winning Barings’ See The Possibilities student programme for university and college students. This program introduces students to the financial services industry, while opening doors to entry level Analyst roles. 

She holds a MBA, the CFA UK: Investment Management Certificate, and is a member of the Chartered Governance Institute

My session title:

  • PRIVATE MARKETS OPERATIONS, RISK & REPORTING FORUM - INDUSTRY INSIGHTS POLLING SESSIONS - Managing third party vendors : 12:40 PM - 1:10 PM
  • OPERATIONS, RISK & REPORTING FORUM: PANEL DISCUSSION: Fund and asset valuation policies: Developing policies for fairness, reliability, and an encouragement of trust : 3:00 PM - 3:45 PM
Rt. Hon. Nicholas Lyons

RT. HON. NICHOLAS LYONS

Lord Mayor of City of London, and Chairman, Phoenix Group

Nicholas Lyons was appointed Chairman of the Board of Directors and Chairman of the Nomination Committee of Phoenix Group Holdings on 31 October 2018.  He served as the 694th Lord Mayor of the City of London from 11th November 2022 to 10th November 2023, returning to Phoenix as Chairman on 1st December 2023

Nicholas joined JP Morgan in 1982, where he worked for 12 years in debt and equity capital markets and mergers and acquisitions. He worked at Lehman Brothers, as a Managing Director in their European financial institutions group, ending his executive career in 2003 as Global Co-Head of Recruitment and Training.

Mr Lyons has held a number of positions on the boards of other financial institutions including the Pension Insurance Corporation where he was the Senior Independent Director from 2016 until July 2018 and Miller Insurance Services where he was Chairman from 2008 until December 2016.  He also held positions on the boards of Catlin Group Limited, Friends Life Group Limited and Friends Life Holdings plc amongst others.  

Nicholas is a Non-Executive Director of Convex Group Limited and Miller Insurance Services LLP. 

Nicholas was elected Alderman for Tower Ward in September 2017.  He sits on the Education Board and the Epping Forest and Commons Committee at the City of London Corporation; He is President of the Tower Ward Club, a member of the Guild of Freemen, the City Livery Club, and the City of London Club.  He is a director of the Lord Mayor’s Appeal.

Nicholas is a Trustee of the St. Paul’s Cathedral Choristers’ Trust and of the East Anglia Art Fund and is a Patron of the Temple Bar Trust.  He is a Court Assistant both at the Merchant Taylors’ Company and at the Bakers’ Company and is a Liveryman of both the Insurers’ and the Educators’ Companies.  He is a Lieutenant of the City of London.  

My session title:

  • OPENING ADDRESS: Exploring policy approaches to tackle low UK productivity, stimulate private market, and improve pension returns : 9:10 AM - 9:50 AM
Sahem Gulati

SAHEM GULATI

Head of Strategy & Consulting, M&G Plc

Sahem joined M&G Investments in May 2021 and leads the Private Assets Strategy & Consulting team. He has over nine years’ industry experience and is passionate about driving positive change within businesses with extensive experience across Private Equity, Private Debt, Infrastructure and Real Assets. 

Sahem is responsible for working alongside Senior Leaders within the Private Assets organization to shape the strategy & vision, lead target operating model reviews & design as well as managing key initiatives focused on strategic & scalable growth. He is also a Diversity & Inclusiveness ambassador at M&G Investments.

My session title:

  • OPERATIONS, RISK & REPORTING FORUM: KEYNOTE PRESENTATION: Linking transformation with the target operating model aims: Setting resource allocations, internal and external partner objectives, and time frames to achieve intended outcomes : 2:00 PM - 2:30 PM
Soojin Kim

SOOJIN KIM

AVP, Head of ESG Research, Preqin

Soojin currently heads the global ESG research aggregation efforts at Preqin, the leading data provider for all Alternatives Data. Preqin delivers insight and analysis on firms across every asset class for fundraising, performance, and deal information.  She is responsible for scaling the ESG data suite, in line with industry standards and best practices, engaging with internal stakeholders and external market leaders to inform and shape the company’s practices, policies, and strategic goals.

 

At Preqin, Soojin is involved in a range of internal committees that embody the company’s mission to promote sustainable practice. This includes the Corporate Responsibility (CR) team where she focuses on reporting for Preqin’s carbon footprint as well as setting reduction goals in alignment with the Paris Climate Agreement. Soojin is also a member Inclusion, Diversity, Equity, and Awareness (IDEA) Committee, where she promotes conversation around diversity in the workplace and reducing the stigma surrounding mental health.

My session title:

  • OPERATIONS, RISK & REPORTING FORUM: PANEL DISCUSSION: Fund and asset valuation policies: Developing policies for fairness, reliability, and an encouragement of trust : 3:00 PM - 3:45 PM (Moderator)
Stephen Tiley

STEPHEN TILEY

Pension Funds Manager, Trustee Director, WHSmith

Stephen Tiley has managed and regulated occupational pension schemes for over 35 years. He currently works as a pensions manager and trustee for WH Smith running a £1.2bn defined benefit pension scheme which has recently undergone a buy-in with Standard Life, and a £140m Occupational DC scheme. Previously Stephen has worked for HM Revenue & Customs, Occupational Pensions Board, Milk Marketing Board, Thomson Directories and WS Atkins.

My session title:

  • PANEL DISCUSSION: The advent of pension innovations – CDCs, LTAFs, and pension consolidators – and insurance solvency reforms: What is the opportunity and outlook for greater investment in illiquid assets, and what are the operational hurdles? : 9:50 AM - 10:35 AM
Zaheer Ismail

ZAHEER ISMAIL

Insurance Investment Consultant, WTW

Zaheer is a Senior Associate within the Insurance Investment Advisory team at WTW. He has over 5 years of experience working in the life insurance, investment consulting and asset management industries. Zaheer is a Fellow of the Institute and Faculty of Actuaries and holds an undergraduate degree in Actuarial Science from Bayes Business School (formerly Cass).

My session title:

  • PRIVATE MARKETS INVESTOR FORUM- TALKING TABLE WORKSHOPS - Private Market Dynamics: The intersection of innovation and investment opportunities : 11:35 AM - 1:10 PM

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