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NED Event: Actuaries as iNEDs of Investment Fund Boards / Investment Governance Committees and Value

Thursday 9 January 2020 17:30 - 19:45

Spaces available

This IFoA event for NEDs explores what skills and experience are required to undertake non-executive roles, e.g. as independent NEDs on fund boards or members of IGCs. The event will be chaired by Brandon Horwitz, an actuary who is a consultant and who has held various investment governance roles and who specialises in investment governance as well as being an iNED.

Investment fund governance remains a high profile issue with public and regulatory scrutiny at all-time high ,especially with examples like the Woodford fund issues in H2 2019. Actuaries can offer significant value as members of investment fund boards and investment governance committees (IGC), with many already holding or exploring these roles.

This event will explore what skills and experience are required to undertake these non-executive roles, e.g. as independent NEDs on fund boards or members of IGCs.These skills are especially relevant to assessing Value-for-Money of investment funds, something which has been under the regulatory and public spotlight in recent years and which will continue to attract attention, especially as the first ‘Value Statements’ are published for UK authorised investment funds in Q1 2020.

The format is a panel discussion with representation of key perspectives including:

  • An Actuary who is currently an iNED of an investment fund Board and/or on an Independent Governance Committee
  • The executive perspective from an investment firm / insurer (or industry expert) on what they look for when recruitment non-executives to their boards / IGCs
  • A headhunter’s perspective on finding the right candidates for clients and how actuaries could ‘fit the bill’

About the speakers

Shiv Taneja is the founder of Fund Boards Council which seeks to be an essential resource for UK mutual fund firms who are looking for insight, industry best practice and governance consulting on board issues. Shiv has 30 years’ research and consulting experience in and around the global asset management industry, and over the past several years has developed a deep interest in corporate and board governance of the mutual fund industry. In addition to his work around mutual fund corporate and board governance, Shiv is a recognised industry authority, media commentator and regular conference speaker on trends in the global asset management industry, having led and completed numerous large industry-wide studies in the area of market sizing, product development and distribution trends in both the retail and institutional segments of the industry.

John Harty is a Senior Client Partner based in EMEA out of the Korn Ferry Dublin Office. Operating internationally, he is a core member of the firm’s Global Financial Services practice and leads significant relationship for the firm in EMEA.

Mr. Harty has extensive search experience, working across financial services sectors.  His background is an executive search professional having led a diverse range of executive and non-executive assignments that have included chairman, non-executive directors, chief executive officers & other C-suite roles.

Mr. Harty is noted for his exceptional understanding of board room dynamics. He is known in the marketplace as a leading authority and trusted advisor in non-executive appointments, a significant percentage of which coming from repeat business.

Dawn Hyams is a senior consultant to The Wisdom Council, working with clients across the wealth and asset management sector to embed customer engagement into business strategy and the product life cycle. With a particular focus on product governance and investor insight, Dawn talks to retail and professional investors on a regular basis about all things saving and investing. A consultant to the industry since 2009, Dawn previously worked in senior marketing roles in asset management.

Dawn sat on the FCA’s Fund Objectives Working Group representing the voice of the consumer and leads TWC’s work with the Investment Association as well as sitting on the Advisory Board to the Sectors Committee. Dawn is a Non Exec Director on the Board of St James’s Place Unit Trust Group.

David Hare is a semi-retired actuary with a number of non-executive roles in insurance and pensions.  After 26 years of in-house actuarial roles with various life companies, culminating in 5 years as Chief Actuary for Standard Life's UK and European insurance entities, David finished his executive career as a partner with Deloitte.  He now has a portfolio of non-executive roles that leaves him plenty of time to purse his keen interest in music (piano, organ and choral) and go for walks with the cutest cocker spaniel in the world. 

David has a wide range of governance experience, including being President of the Institute and Faculty of Actuaries (2013-2014) and a member of the Board of Regents of Bethlehem University.  He has been an IGC chair since they were introduced in April 2015.

Event organiser

Contact Events Team for more information.

eventmanagement@actuaries.org.uk

0207 632 1498

17:30-18:00 Registration
18:00-19:00 Programme
19:00-19:45 Drinks and Networking

Chair:
Brandon Horwitz 

Speakers:
John Harty, Dawn Hyams, Shiv Taneja and David Hare

Location

Address

Staple Inn Hall
High Holborn
London
WC1V 7QJ

Nearest Public Transport

Chancery Lane Tube

Pricing information

Members £35
Non-members £45

 

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