Naresh has spent 30 years in a variety of treasury roles spanning industry and advisory firms. At PwC he was the UK Lead for Cash Management and Payments where he helped lead the firm’s work on payments, Brexit, treasury controls, Blockchain, operational resilience and target operating model design and implementation. He won an Innovation award for his proposition around mobile payments.
Prior to PwC, Naresh spent almost 20 years in industry across a range of organisations including BP, Heron Property, Cable and Wireless and Fujitsu taking on roles such as analyst, dealer and treasurer.
Mr. Alabaster leads the Financial Institutional Sales team, responsible for key account management, business development and strategy with Financial Institution clients internationally.
Mr. Alabaster's service with the firm dates back to 2007, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Alabaster served as a key relationship manager with BlackRock's International Retail team.
Prior to joining BlackRock, Mr. Alabaster held client facing and portfolio management roles with Fidelity International.
Anjalika manages TheCityUK’s economic research programme. She leads the team that produces the organisation’s in-house economic research, presents research and analysis externally, and writes TheCityUK’s economics blog. Previously, she spent 12 years with the Economist Intelligence Unit (EIU), holding a number of different roles in the company’s New York and London offices, including Manager of Country Reports (the EIU’s flagship publication). Anjalika also spent two years with the consultancy Eurasia Group, focusing on economic and political risk in South Asia. She has spoken at conferences in around a dozen countries across Europe, Asia, and the Americas, and has appeared as a commentator and/or been quoted on leading international broadcast and print media. She is a member of the Alumni Advisory Board at Imperial College Business School and the Economics Advisory Board at the University of Sheffield and is a Trustee of the charity All-Stars London.
As a consultant on J.P. Morgan Chase Commercial Bank's Corporate Treasury Consulting team Linda helps clients and prospects maneuver the world of complex Treasury challenges. In the 13+ years prior to her current role, Linda has gained vast international experience as a Treasury practitioner, particularly in setting up Treasury organizations and infrastructure, in the US, UK, Central Europe and the Middle East.
Linda holds a Master's degree in Finance & Business Economics from FernUniversität in Hagen, Germany, and is an Affiliate Member of the ACT, where she earned a Certificate in International Treasury Management (CertITM).
Sarah has 12 years’ experience in the treasury industry beginning his career serving European treasury centre for a multi-national corporate. Her career spans corporate treasury through treasury analyst, treasury advisor for a big 4 company and presales for FIS. Sarah has worked for FIS for the past 6 years.
In a career spanning over thirty years in various corporate finance roles, Mark is an experienced finance professional. In the last years at Dräger, Mark worked closely with his colleagues in treasury and accounting to further develop the group's currency risk management practices and to streamline the processes for fx exposure planning and hedging using the TIP platform.
Sarah has extensive corporate experience with over two decades in the industry working in a wide range of finance and treasury roles with companies including Cadbury and Whitbread. A qualified accountant, she now spends her time applying her insights to practical use, enabling others to understand how the corporate financial world works and the relevance of developments in financial markets on their day to day activities. She is an associate Member of the ACT.
Vicky Bullivant, Head of Sustainable Business at Drax. She is responsible for the Drax-wide Sustainable Business strategy and public targets, the social strategy, wellbeing and leads the Visitor Centres at Drax operational power stations in Selby, North Yorkshire and Cruachan in Scotland. She was previously at Tate & Lyle, Rolls-Royce, Eon and Experian where she held senior strategic and operational roles, leading and pioneering Sustainability, Environment, Community Engagement and fuel poverty. She has also worked in the public sector for local and national departments.
Vicky also sits on the UK Advisory Board of the UN Global Compact, the Careers and Enterprise Company Employers’ Advisory Group and the Galloway Glens Landscape partnership.
Cyril is currently Head of Capital Markets Solutions at MUFG based in Paris. He joined MUFG in February 2016 focusing primarily on corporate bond initiatives, advising on tailored balance-sheet solutions including Hybrid bonds and Liability Management (Tenders, Exchanges and Consent Solicitations). Cyril started his career in banking in 2006 in Leverage Finance spending a few years in Madrid. In 2009, he moved on to the capital markets side of the business where he was instrumental in building out Societe Generale’s Liability Management effort. At the time, he played a notable role in a number of the large bond restructurings post financial crisis, in particular in the Spanish market. In 2012, with the roll out of Basel 3 in the aftermath of the financial crisis, Cyril took up a new challenge at Credit Agricole where he was responsible for advising banks on their Hybrid Capital plans. He played a key role in Santander’s issuance of its first Basel 3 compliant 144a Additional Tier 1 bond in 2014. Over the year
Ian Chisholm is Group Treasurer at Grosvenor, the international property company, having joined in May 2019 following a career in the natural resources sector. He is currently responsible for capital structure, financing, financial risk management, cash and liquidity management for the company. Prior to joining Grosvenor, Ian spent three years at BHP as Vice President Corporate Finance, responsible for developing corporate finance strategy, and debt and equity capital market execution. Before that, Ian worked for 26 years at Shell in a variety of finance and treasury roles, including Treasurer for the Gas & Power business and CEO of the UK pension fund. Following a degree in Geology from Cambridge University, Ian qualified as a Chartered Management Ian Chisholm is Group Treasurer at Grosvenor, the international property company, having joined in May 2019 following a career in the natural resources sector. He is currently responsible for capital structure, financing, financial risk management, cash and liquidity management for the company. Prior to joining Grosvenor, Ian spent three years at BHP as Vice President Corporate Finance, responsible for developing corporate finance strategy, and debt and equity capital market execution. Before that, Ian worked for 26 years at Shell in a variety of finance and treasury roles, including Treasurer for the Gas & Power business and CEO of the UK pension fund. Following a degree in Geology from Cambridge University, Ian qualified as a Chartered Management Accountant. He is a Fellow and past President of the Association of Corporate Treasurers.
I am the CEO of Coda Societies, a firm that builds social and economic infrastructures to promote equity worldwide.
Originally from Paris, France, I pursued my passion for public administration, innovation and social impact in the United States and received a Masters of Public Administration from Cornell University.
I have launched social innovation firms, designed and implemented physical spaces, national and local health care systems, nationwide public administration processes, think tanks, regional economic agendas and labor policies for institutions, corporations and governments in North America, Europe, Africa and the Caribbean. My clients include The Center For Progressive Policy (CPP), The Rapid Results Institute, The National Ministry of Planning of the Democratic Republic of Congo, Nesta and the National Health System (NHS) of the United Kingdom, The Royal Society for the Arts, and The Africa Center.
I currently reside in New York City.
Nicolas Christiaen is a Finance Analytics expert specialized in cash management. He is CEO & Co-founder of Cashforce, a cash forecasting & working capital analytics platform. As a technology and cash specialist he is a renowned guest speaker and panelist in the FinTech community and at international treasury conferences.
Donald Cook has served as Vice President & Treasurer for Hanesbrands Inc., a Fortune 500 company with over $7B in revenues, since March 2018, and previously from October 2011 through November 2016. In this role, Donald is responsible for all global cash management, corporate finance, financial risk management, insurance risk management and pensions. In between, Donald led the global financial planning and analysis for the enterprise. Prior to joining Hanesbrands, Donald worked for three other Fortune 500 companies, holding various investment and treasury positions with increasing levels of responsibility. Donald holds a B.S. degree in accounting from the University of Tennessee and a M.S. degree in accounting from the University of Virginia.
Fiona Crisp has been a member of The Association of Corporate Treasurers since 1984, was made a Fellow in 2006 and was President in 2016/17. Fiona has been an independent treasury consultant for over 25 years. Her consultancy projects and interim roles have been extensive and varied, for companies in the utility, financial services, pensions and leisure sectors. She focuses on corporate finance and risk management projects. Fiona has been a NED for Family Building Society for over 4 years, where she has chaired the Risk Committee and Pension Trustees as well as being on the Audit Committee.
Florence Devevey is a Director in the Sustainable Finance team at S&P Global Ratings. In her current role as Head of Steering, Florence is responsible for setting and monitoring the consistency and quality of analysis in the delivery of ESG Evaluations and Green Evaluations, and any subsequent analytical opinions developed by the Sustainable Finance Team.
Prior to joining Sustainable Finance team in 2019, Florence spent 15 years in the Corporate Ratings practice, working across various sector teams in various offices, namely Madrid, London, New York and Paris. Her last position was Lead Analyst for the Media sector in EMEA, being responsible for the oversight of around 40 credits, both investment-grades and high-yields, and a team of 4 credit analysts. Prior to that, Florence was the sector coordinator for EMEA Consumer Goods and was responsible for a portfolio of Consumer Goods companies, mainly investment-grade companies, such as Unilever, Anheuser-Bush Inbev or Danone. Before joining the Consumer Goods team, she spent 4 years in the Leveraged Finance team, working on high-yield transactions and debt instrument ratings (recovery ratings) across various sectors of the Corporate Ratings practice.
Florence holds a master degree in management from French business school Hautes Etudes Commerciales (HEC Paris), with a major in Finance and Accounting.
Curtis Dubay is a senior economist in the Economic Policy Division at the U.S. Chamber of Commerce. He tracks the condition of the economy, analyzes the impact of public policy on economic growth, and runs the Chamber’s Chief Economists Committee. Previously, he was a senior economist at the American Bankers Association and a research fellow in tax and economic policy at The Heritage Foundation. He also worked at the accounting firm PricewaterhouseCoopers (PwC) and at the Tax Foundation.
Dubay has researched and published frequently on a wide range of tax and economic issues. He is regularly quoted by the press and has appeared often in the media, including on CNBC, Fox Business, Fox News, and C-SPAN. He has testified before Congress several times and been cited in newspapers such as The Wall Street Journal, The New York Times, The Washington Post, USA Today, and Politico.
Dubay received his master’s degree in economics from the University of Connecticut and his bachelor’s degree in economics and leadership studies from the University of Richmond. He resides in Washington, D.C., with his wife and three sons.
Joined SSE plc in 2010 and is currently Head of Group Funding, responsible for issuing £12bn of bonds and other debt, including over £5bn of hybrid bonds and £1.5bn of green bonds since 2017. Also responsible for converting the Group’s £1.5bn for committed facilities to being linked to a sustainability KPI, which has been achieved. Previously Assistant Treasurer at Aggreko plc for 7 years and before that held various Treasury roles at BT, Inchcape and Morgan Stanley.
Dimos has over 20 years experience in Treasury and Treasury Technology. He has spent over 12 years in the professional services sector, leading multi-talented teams in delivering high quality projects to world-class organisations in the Financial Services and Corporate sector. He has a record of providing strategic and pragmatic solutions to support business objectives on an international basis.
His clients include a number of large multinationals, private companies and banks.
He has held positions with ICI, APACS, AstraZeneca, Deloitte, Ernst&Young and Salmon Software.
In 2015 he founded Treasury Technology Associates to focus solely on helping clients achieve their Treasury Technology objectives.
Thomas C. Deas, Jr. is the current Chairman of the National Association of Corporate Treasurers, having also served a previous term as its Chairman from 2011 through 2013. From 2001 until his retirement in 2016, he served as Vice President and Treasurer of FMC Corporation (NYSE: FMC), with responsibility for the worldwide treasury function, including financing, treasury operations, pension investments and funding, and insurance and risk management. Prior to joining FMC, he served as Vice President, Treasurer and CFO of Applied Tech Products Corp., of Airgas, Inc. (NYSE: ARG) and of Maritrans Inc. (NYSE: TUG). Prior to these positions, Mr. Deas was employed for 18 years at Scott Paper Company (NYSE: SPP), where he served in various capacities in finance and treasury. Mr. Deas received a BS in Physics from the University of South Carolina. Following service as a destroyer officer in the U.S. Navy, he received an MBA from the Wharton School of the University of Pennsylvania. He is the past Chairman of the International Group of Treasury Associations and is a director of the University of South Carolina Educational Foundation and its Investment Policy Committee. He has served as a member of the Financial Stability Board’s Market Participants’ Group and is a current representative to the Federal Reserve’s Alternative Reference Rates Committee. Both these efforts are charged to recommend changes concerning how LIBOR and other interest rate indexes are determined. Mr. Deas is a member of the steering committee of the Coalition for Derivatives End-Users. He is a frequent speaker at investor conferences and professional forums and has testified on financial reform before numerous Congressional committees.
Ines is group treasurer at Tideway, a regulated utility and the company building London’s super sewer. Tideway has issued £1.7 billion of sustainable finance, including seventeen green bonds in public and private markets, a green US private placement and a sustainability linked revolving credit facility. Prior to Tideway, Ines worked for Citigroup where she advised and arranged financing for infrastructure and energy projects and later managed a portfolio of structured assets. Ines has an Economics degree from Nova University of Business and Economics, a post-graduate certificate in sustainable business from the Cambridge Institute for Sustainability Leadership and is Tideway’s representative at the Corporate Forum for Sustainable Finance.
Agnes is Treasury Director at Sage. She previously held various roles in Corporate Treasury in
several multinational organisation, primarily responsible for risk management, and also worked as a
Management Consultant for a short period of time. Agnes has also been part of the ACT Council
since 2016 and serves as ACT President starting 1st May 2020; she has also chaired the ACT Future Leaders in Treasury group from 2016 to 2019 and sits on the ACT's Policy and Technical Advisory Panel.
Agnes has a particular interest in Financial Risk Management, ESG and the development of the
Treasury profession, as well as the skills necessary to successfully lead teams and engage with
Treasury's multiple stakeholders.
Alex is responsible for TIPCO’s activities outside the companies’ German-speaking core-markets. Before joining the company in 2017, Alex worked as a treasury consultant for 8 years, helping numerous multinational corporations improve their treasury processes and streamline their treasury system landscapes. Leveraging this experience, at TIPCO, Alex works alongside a team of treasury professionals, developers, BI-experts, and solution engineers to find smart digital answers to today’s treasury challenges.
With 20 years of Corporate Treasury experience, Laura Ford is Senior Treasury Manager at Majid Al Futtaim , one of leading shopping mall, retail and leisure pioneers in the MENA region. She has led a number of initiatives for the group including Project Financing, Cash & Liquidity Management and Treasury systems implementations, and is currently responsible for funding and Investor Relations activities. Prior to joining MAF in 2008, Laura was based in the UK, in the European Treasury Centre of Cargill Plc, a multinational producer of food and agricultural products. She holds a Certificate in International Treasury Management from the ACT and sits on its Middle East Advisory Panel.”
Olivier Gayno is CIO Wealth & EMEA Liquidity of HSBC Global Asset Management (France). Olivier joined HSBC in 1989 and held a number of different positions in the asset management business of the group since 1991 including CEO & CIO of HSBC Asset Management Japan. Olivier also worked as Deputy Chief Investment Officer at T&D Taiyo Daido Asset Management and as Chief Investment Officer at Taiyo Life Gamma Asset Management. He graduated from the engineering school Ecole Nationale des Ponts et Chaussées.
With 40 years of experience focused on the finance function, Allen is dedicated to identifying talent and helping them to achieve the next steps in their careers.
Allen is the Head of Raines’ CFO & Financial Officers Practice. Throughout his career, he has demonstrated a commitment to identifying progressive, accomplished leaders. During his tenure, Allen’s personal assignments have spanned the United States, Canada, Mexico, the United Kingdom, Africa, and Asia, and include all areas of finance, general management, human resources, strategy, technology, and related functions.
Charles Grant CMG is Director of the Centre for European Reform which he helped to found in 1996. He is the author of numerous CER publications and works on, among other subjects, EU foreign and defence policy, Russia, China, the euro and global governance. Previously he worked for Euromoney before moving to the Economist where he wrote about the City. In 1989 he moved to Brussels for the Economist to cover the European Community returning to its London office, soon becoming defence editor. He was a Director and Trustee of the British Council from 2002 to 2008, and was a member of the international advisory board of the Moscow School of Civic Education. He is on the advisory board of the Turkish think-tank EDAM, of the French think-tank Terra Nova and of the Italian think tank Aspen Italia. He is a member of the Council of the Ditchley Foundation, and chairman of the Foundation's programme committee. He is a member of the advisory board of the UCL European Institute, of the Scottish First Minister’s Standing Council on Europe; and of the Brexit Advisory Panel of Make UK.
Susan Gray is the Global Head of Sustainable Finance Business and Innovation, responsible for S&P Global Rating’s ESG and sustainable finance business, strategy and growth.
Susan joined S&P Global to establish the Rating’s new Infrastructure Practice in 2015. Her role expanded to lead the Global Corporates, Infrastructure and Sustainable Finance teams in 2017, where she led a team of 540 analysts providing credit opinions on around 5000 companies and $15t of debt. During this time, Susan led the development of S&P Global’s Green Evaluation and ESG Evaluation sustainability products.
Susan has 20 years global investment banking experience with Macquarie Capital in America, Asia and Australia focused on infrastructure investment, M&A, financing and capital raising. During this time as Head of Infrastructure Sponsor Coverage and Head of Airports for the Americas, she led growth of Macquarie’s third party advisory business with institutional investors. She established Macquarie’s infrastructure business in Indonesia and led major infrastructure transactions. Previously, Susan was a senior policy advisor to an Australian Federal Government Cabinet Minister on trade and industry policy.
She has been based in New York for the last 14 years. Susan graduated from the University of Sydney with Honors in Economics and a Law degree. Susan has been an active not for profit Director of publicly owned authorities and cultural institutions for almost 20 years, and is a National Association of Corporate Directors Leadership Fellow.
“David joined Yorkshire Water as Head of Corporate Finance in early 2019 and oversaw the publication of its sustainable finance framework, which was followed by the successful issue of the first sustainability bond in April 2019. Most recently David was Group Treasurer of ICAP plc and Charter International plc. Prior to that, he had held various finance roles in multinational, listed groups, spanning a number of commercial and industrial sectors.”
Dr. Rebecca Harding is an independent economist specialising in trade and trade finance and CEO of Coriolis Technologies, providing data as a service to the trade and trade finance space. She is the co-author of the acclaimed “The Weaponization of Trade: the Great Unbalancing of Policy and Economics" and “Gaming Trade: Win-Win Strategies for the Digital Era.” She frequently appears on Ian King Live, Sky News, BBC World and BBC Radio 5 live, Newsnight, and Radio 4 and is cited in the Broadsheet press, including recent articles in the Financial Times, Telegraph, and CityAM, and citations in the Telegraph, the Times and the New Scotsman. She is a regular guest anchor on CNBC’s Squawk Box. She has written 11 books and over 200 academic articles and public policy reports.
Rebecca is a member of the World Trade Board and is well-known in the trade and trade finance sector for her work on global trade. She is a strategic adviser to the Council of the Society of Professional Economists and until February 2017 was the Chief Economist of the British Bankers’ Association. Her senior roles in business and academic institutions include Founder and CEO of Delta Economics, CEO of Equant Analytics, Senior Fellow at London Business School, Global CEO of the Global Entrepreneurship Monitor, Head of Corporate Research at Deloitte, Chief Economist at the Work Foundation, Senior Lecturer at the Science Policy Research Unit, University of Sussex, and Reader in Economics at the University of Brighton. She is currently a Fellow at Offenburg Institute for Trade and Innovation. She was a Specialist Advisor to the Treasury Select Committee and Chief Economic Advisor to the All-Party Parliamentary Group on Entrepreneurship.
Luke has supported corporate customers in their financing and risk management needs at NatWest for the last 12 years, focussing on interest rate derivatives and public and private capital markets issuance. He has extensive experience in XVA charges and executing derivatives during challenging market periods.
Richard Hunter is the global head of Fitch’s corporate rating practice, which covers industrials, utilities and real estate companies. Fitch's corporate group rates over $10 trillion in bond and bank debt, built on the opinions of 400 dedicated corporate analysts, based in 28 cities around the world.
Fitch’s corporate group covers all aspects of the rating and surveillance of upwards of 2,000 non-financial corporations across the globe, as well as publishing timely commentary on different sector trends, scenario analyses for industries and individual companies, issuer forecasts, commodity price decks, and loan and bond performance across regions.
Previously, Richard served at Fitch as the Regional Credit Officer responsible for Europe and Asia, after heading the agency’s global power practice in New York. Most recently, Richard ran Fitch’s international corporate and utility rating practice for Europe and Asia.
Richard holds an MA from Lincoln College, Oxford, and, before joining Fitch in 1996, he worked in credit roles in Frankfurt and London at the central liquidity institution for the German cooperative financial system. He is currently based in London.
Sam is Head of Market Insights for Lloyds Bank Corporate Markets having previously held a range of economist and market strategist roles over the past decade. Prior to that Sam was a fixed income fund manager. Sam’s current responsibilities involve interpreting and analysing the latest economic and financial market developments and trends for colleagues and clients.
Katherine has worked in corporate finance and treasury for over 20 years, including 10 years at Centrica plc where she was Assistant Group Treasurer and then Group Treasurer. She held the position of interim Group Treasurer at Arriva plc, before moving to The AA plc as Group Treasurer in April this year. She has experience in a wide range of corporates and has worked extensively raising debt, liquidity management, maintaining credit ratings and running bank relationships as well as advising on capital structure and financial strategy. She was elected to the ACT Council in 2019.
Atif is a seasoned CFO, corporate treasurer, board member and business
administrator. His wide-ranging experience spanning over two decades – within
both private and public equity sectors – has enabled him to develop global
expertise in business, finance and governance.
Atif’s most notable associations have been with PwC, Toyota, Hino, TRG and Ibex in
various executive roles; and, with REAch2 and CST in non-executive capacities.
Atif is a Certified Accountant, a Certified Director and has attended several strategic
leadership courses.
Camille joined Amundi in November 2018 covering sales for Amundi UK clients.
She joins from the CA Group entity Credit Agricole Corporate Investment bank (CACIB) where she worked since June 2011 as Director in eBusiness for FX & Fixed Income.
Prior to joining Credit Agricole, Camille has also worked at Bear Stearns in FX business development; FXall providing automated trading and workflow solutions for foreign exchange and treasury products; 4CAST selling global market analysis; and ISDA as Assistant Director of the European office developing client membership.
Camille is dual nationality French/British and has studied in both education systems.
She is FCA approved in Derivatives and Financial Regulation.
Tim runs NatWest’s UK Large Corporate Foreign Exchange Team and has worked for the Bank for the past 8 years. In his role Tim has worked across the corporate sphere, supporting customers as they negotiate their foreign exchange risks relating to transactional exposures, asset and liability translation risks as well as strategic M&A activity.
Sacha joined Smiths Group, an FTSE 100 diversified engineering business, in September 2018 as the Group Director of Treasury with over 20yrs of corporate treasury experience. He started his career at Deloitte, where he qualified as a chartered accountant, and has held senior treasury roles in a number of corporates including a private equity buyout, and was Group Treasurer of two FTSE 250 companies, Regus and Spectris plc. He is a Fellow of the ACT.
Robert King is Head of Sustainable Finance for HSBC UK and is responsible for promoting and developing the Sustainable Finance proposition and supporting our corporate clients in their transition to a more sustainable, low carbon economy. Robert has over 15 years’ experience in structured, asset and project finance.
Gogo is responsible for overseeing the YUEXIU Group’s financial management functions. During her 22 years with the YUEXIU Group, she has been dealing with different businesses including corporate finance, IPOs, securities, very substantial acquisitions, real estate investment trust, corporate restructuring and acquisition of a bank in Hong Kong at a cost of HK$11.4 Billion. Prior to working for YUEXIU, Gogo worked for Arthur Andersen & Co in Hong Kong and Sydney. She graduated from the Hong Kong Polytechnic University and is a qualified fellow member of the Chartered Institute of Management Accountants (CIMA), the Chartered Global Management Accountants (CGMA), the Association of International Certified Professional Accountants, the Hong Kong Institute of Certified Public Accountants (HKICPA) and the Hong Kong Securities Institute (HKSI).
She was the Chairlady of the CIMA Hong Kong Branch in the year 2016 and Vice Chairlady in the year 2015 (serving since 2007). She is currently a Member of the CIMA North Asia Regional Advisory Panel (serving since 2013). She is the President of the International Association of CFOs and Corporate Treasurers (China) ( IACCT (China) ); She is the Member of the Treasury Markets Association Working Group on Corporate Treasury Development. She is the Guest Professor of the Jiangxi University of Finance and Economics School of Accountancy.
Mr. Andy Koss is head of Sembcorp’s UK business where he oversees operations comprising large-scale industrial assets on the Wilton International site owned by Sembcorp and a portfolio of flexible gas engines and battery energy storage systems located across the UK.
Mr. Koss has nearly 30 years of experience in the financial and energy sectors. Prior to joining Sembcorp, he spent 15 years at Drax Group. There, he rose to the position of CEO of Generation and was responsible for the group’s UK power generation sites and key functions including trading, fuel procurement, as well as supply chain and logistics. He was deputy group treasurer of Provident Financial and has held various accounting and investment banking roles including Coopers & Lybrand, UBS, and Dresdner Kleinwort Benson.
Dr. Arthur Krebbers is head of Sustainable Finance Corporates at NatWest. He has been supporting corporate and investor clients with their ESG strategies since 2014. His areas of expertise include debt structuring and marketing, ESG rating management as well as responsible investment portfolio construction. Arthur publishes the “Issue your greens” newsletter, covering pertinent developments within the asset class. His research on sustainable finance has been featured in a range of media outlets. Arthur has a PhD in Finance and is a Visiting Lecturer at Strathclyde University Business School
Alexandra Lewis has been the Group Treasurer at National Grid since November 2017, and is responsible for managing the group’s £28 billion debt book and associated financial risks, including interest rate, currency, and liquidity. She is also responsible for Group Pensions and Group Insurance and is a director of the UK regulated operating companies National Grid Electricity Transmission plc and National Grid Gas plc. Prior to being appointed Group Treasurer, she was Group Head of Reward at National Grid plc, responsible for reward strategy and implementation for the Board and top 200 executive managers. She is a Fellow of both the Institute of Chartered Accountants of England & Wales and the Association of Corporate Treasurers, and prior to her role in reward has undertaken various financial roles within National Grid plc, Lattice Group, and BG Gr
François has founded “SimplyTREASURY”, a company that delivers advisory in treasury, corporate finance and ERM. Before and until December 2019, he was Head of Corporate Finance, Treasury and Enterprise Risk Management at RTL Group, leading European media company. He joined RTL in 1997. Before, he worked for Eridania Béghin-Say and ABN.AMRO. He is Doctor in Tax Law, has degree in Economy and Administration from the University of Liège and is graduated from the Solvay Business School as Executive master’s in management. He is certified ICIS and ICIP. He is Chairman of Association of Corporate Treasurers of Luxembourg (ATEL), Honorary Chairman of European Association of Corporate Treasurers (EACT), member of the Financial Instrument Working Group created by the IAS Board in 2004. He has also been appointed as Specialist at The Institute of Risk Management (IRM) since November 2009.
He is a regular contributor to different corporate finance and treasury magazines and newspapers. He is Editorial Director of the “Treasury Magazine”. He gives trainings and courses for House of Training and FEBELFIN Brussels. He is an active thought treasury leader.
Chris started his career as a Treasury Graduate at Northern Rock before moving on to the Insolvency Practice at PricewaterhouseCoopers. In 2008, Chris joined National Grid in London occupying several finance posts covering Foreign Exchange and Capital Markets activities before moving to the US in 2012 to guide the US function through their Treasury Systems Implementation. From 2013 to 2016 Chris was Treasurer of the company’s US business which included management of c. $14bn post retirement investment assets, c. $4bn commodity procurement p.a., and c. $12 billion debt and related cash management activities.
More recently, Chris was NY Controller and Head of US Business Services before starting in his current role late last year leading the Finance function for National Grid’s US Gas Business.
Having studied both in the US and UK, Chris holds a BA (Hons) in Economics and Politics, and an MSc Economics (Finance). He is also an associate member of the Association of Corporate Treasurers.
David McNally leads Deutsche Bank’s LIBOR transition programme in its Corporate Bank. Prior to this, Mr McNally has experience in managing other large-scale market structure and regulatory change and has also held positions in Capital Markets business management and equity derivatives structuring.
Rich Moore is Corporate Treasurer which he has held since January, 2016. In this role, Rich leads a team of treasury professionals at the company headquarters in Illinois as well as at Regional Treasury Centers in Switzerland and Singapore. Prior to becoming Treasurer, Rich was Director of Investor Relations.
Rich joined Caterpillar in 1987 as a Finance Analyst in Corporate Treasury. He has held a series of increasingly responsible roles in the company’s treasury and financial management areas at Caterpillar’s headquarters. From 1994 to 1998 served internationally in the Latin America Division offices in Santiago, Chile and Sao Paulo, Brazil.
In 2001, Rich was named Sr. Funding Manager at Caterpillar Financial Services Corporation located in Nashville, TN and in 2005 Rich became European Treasurer in Geneva, Switzerland.
Rich received a bachelor’s degree in Finance from Southern Illinois University and has an MBA from Bradley University.
Charlotte Morgan is Vice-President of the ACT and holds a portfolio of non-executive roles. She is a Non-executive Director and Audit Committee Chair at Sumitomo Mitsui Banking Corporation Europe, and a trustee of the London Sinfonietta. She has previously served on the board of Ford Credit Europe (FCE Bank plc), and on arts and education charities. During her executive career she was Head of Corporate Treasury and Tax at Standard Chartered group and held senior roles at the commodities and securities group ED&F Man and other financial institutions.
Dino is the Head of Treasury Advisory in the UK & Ireland.
He has over 20 years’ experience gained in the UK, Europe, Switzerland, South America, South Africa, India, and the Middle East. Since 2007, he works with global and fast-growing corporates, exclusively in Treasury Advisory out of London. From 2011 to 2017, he built and led the Treasury Advisory Services of a Big 4 Accountancy firm in London.
Dino is an Associate Member of the Association of Corporate Treasurers (AMCT), a Fellow Chartered Accountant (FCA), Corporate Finance qualified (CF), a Certified Management Consultant (CMC) and holds an Economics degree from the University of Cambridge. He is also the Deputy President and an elected Member of the Council of the Association of Corporate Treasurers (ACT).
The passion and drive to champion the course of Cash being the King as a practicing corporate Treasurer has been my career journey 9 years now and enjoying every bit of it. This has been in multiple industries and varying sizes of organizations from financial services including insurance, to oil and gas- downstream and now in the renewable energy as a Group Treasury manager of PAYGO solar industry pioneer (M-KOPA Solar).
I am an alumnus of MECA CFO academy, I am certified public accountant-Kenya (CPA-K) and a student member of Association of Corporate treasurers (ACT) where It excites me to envision a large community of practicing and certified corporate treasurers in the East Africa Region.I also am a founder member of FinanceProfessionalsKE, an organization committed to nurturing and growing careers of Finance Professionals.
I am passionate about leadership( Strategic, public and personal ) and can dare say “I could be among the few finance professional that champion Customer Experience( CX) as it were a finance role”) driven by finance business partnering and Leadership in this era of tech advancements..
Mark is the Head of Corporate Risk Advisory within the Financing and Risk Solutions business. He is a specialist in designing risk management strategies for corporates and has extensive experience in the structuring and accounting of risk management and funding solutions across US, International and UK accounting regulations, working to deliver results that meet clients’ economic and reporting requirements.
Prior to joining the team in 2012, he worked for 3 years within the Transactions Advisory Technical Accounting team at Morgan Stanley and in similar roles at Large European Banks before that. Mark qualified as an ACA within the Financial Sector audit function at KPMG where he worked for 6 years, and holds a BA in Accounting and Finance from the University of Leeds
Tom Orlik is Bloomberg’s Chief Economist, based in Washington DC. Previously, Tom was the Chief Asia economist for Bloomberg and China economics correspondent for The Wall Street Journal, based in Beijing. Prior to a decade in China, he worked at the British Treasury, European Commission, and International Monetary Fund. He is the author of Understanding China’s Economic Indicators (FT Press) and China: The Bubble that Never Pops (OUP).
Benoit Palliez joined CAAM in 2006 as a Money Market Trader and in 2011 moved to the Money Market Euro Fixed Income and Credit team where he works as a Portfolio Manager, on Standard and Short-Term Money Market funds in EUR, USD and GBP. Before CAAM, Benoit was employed at BFCM-CIC, first as an Interest Swaps Trader (1998 - 1999), then on the Treasury and Funding Desk (1999 – 2004) and on the Credit Desk (2004 – 2006). In 1995 Benoit graduated from from ISC business school and later attended ESLSCA to study Finance and Trading Finance and Trading Master 2
Eric has been with Barclays since 2012 and is responsible for Investments for the UK Private Bank and for Barclays Corporate Bank. Prior to Barclays Private Bank, he was with Barclays Investment Bank responsible for the origination and sales in EMEA and Asia/Pacific of quantitative investment strategies. Eric has deep experience in asset management across both traditional and alternative markets working as a consultant to Threadneedle, Head of Sales at Dexion Capital, Head of Sales at Olympia Capital Management and Head of Sales at Pioneer Investments. He started his career at American Express Bank in private banking and asset management in New York, Hong Kong, Singapore, London and Paris.
Zonika Ramsey is a chartered accountant with extensive experience across the mining industry. She joined Rio Tinto 13 years ago, working in various finance roles including within the information & technology organisation, at a copper mine in the USA, in the London based headquarters, the Aluminium division based in Montreal and within the Singapore based Commercial organisation providing financial leadership to Procurement, Marine & Logistics and leading efforts to manage and reduce trade working capital across the group. She is currently the Head of Commercial Treasury, leading the Singapore based global Treasury cash management operations and trade finance activities for Rio Tinto.
Ruud Roggekamp is Vice President, Assistant Treasurer, Corporate Finance, Banking and Insurance for The Boeing Company. Roggekamp manages relationships with more than 50 commercial- and investment banks. Roggekamp is responsible for capital structure strategy , dividend policy and board communications. He oversees capital market activities including debt- and equity funding as well as Boeing's Commercial Paper program. He manages relationships with the credit rating agencies and investor relations with bond holders. He oversees financial assurances, bank guarantees and letters of credit, corporate- and inter-company guarantees, business unit financings, and Treasury Financial Planning & Analysis. Roggekamp also manages Boeing's Risk Management and Insurance activities including insurance procurement, broker relationships, claims management, as well as related contract language policy and oversight of two insurance captives. Roggekamp joined Boeing as Director of Corporate Finance and Banking in 2001. Before joining Boeing, Roggekamp worked at FMC Corporation, a five Billion dollar chemical- and machinery conglomerate, where he worked since 1990 and was successively Assistant Treasurer, Director of Financial Planning and Analysis, and Controller of the Food and Transportation business. Before that, he worked at Fokker Aircraft in Amsterdam, The Netherlands and A.T. Kearney Management Consultants. Ruud, a chartered financial analyst (CFA) received his MBA from the Erasmus Rotterdam School of Management with a semester at Northwestern’s Kellogg School. He also earned his Master’s Degree in Aeronautical Engineering from Delft University of Technology in The Netherlands where has also obtained his private pilot’s license. Ruud, served as a trustee for the Financial Executives Research Foundation (FERF) and has been a long-term board member of the National Association of Corporate Treasurers (NACT). He is married with three grown children and lives in the Chicago area.
Varun is Head of ESG Advisory at Natwest. He currently supports Natwest’s corporate clients, advising them across a range of ESG and Sustainability issues and related financing.
Prior to this, Varun was part of RBS Group’s (now NatWest Group) Sustainable Banking Management Team in Group Strategy. In this role Varun led the Bank’s engagement with institutional investors on sustainability as well as the bank’s approach and response to ESG ratings, environmental and social performance measurement, and integrated reporting. Varun also previously worked in the Bank’s Environmental, Social & Ethical (ESE) Risk Advisory team, supporting lending and markets teams globally by advising them on ESE and reputational risks in lending and financing.
Prior to joining RBS, Varun worked in PwC’s Sustainability & Climate Change UK Advisory team and in the ESG ratings industry at two reputable ratings agencies namely Innovest Strategic Value Advisors (now part of MSCI) and EIRIS (now part of Moody’s).
Varun is a regular speaker on sustainability and stewardship. He has previously been recognised in the globally recognised Independent Research in Responsible Investment (IIRI) Survey's 'Commended' list of individuals who have made the most positive overall contribution to sustainable investment / corporate governance.
Varun has a Masters from the London School of Economics (LSE), and a Bachelors degree from Imperial College London
Adrian combines a passion for sustainable finance with deep knowledge of Treasury disciplines and extensive experience in building, developing and managing Treasury teams. His career spans over 20 years in senior roles at a variety of financial services companies – UK start ups, international banks and global asset managers. As Founder and Managing Director of ESG Treasury, Adrian firmly believes treasurers are at the heart of every organisation and uniquely positioned to help the transition to a sustainable economy. He is a chartered accountant (ICAS) and Fellow of the Association of Corporate Treasurers (FCT).
Gary has thirty-three years of finance experience across a number of industries including manufacturing, retail, FMCG, petrochemical, construction and logistics, mainly listed or private equity backed, for such names as Michelin, Matalan, and, most recently, GWSA, the logistics holding company most notably owning Eddie Stobart Limited. Gary has also spent eight and half years working in the Middle East in Oman and UAE. Gary qualified as a chartered accountant in 1990 and as an MCT in 1996 being awarded his FCT in 2007.
Brian Shanahan is the leader and founder of Informita and TermCheck.com He has worked on more than 250 assignments in 38 countries across 4 continents in the fields of working capital and procurement . In the media, Brian has been quoted many times in the financial press in such publications as The Financial Times, CFO Magazine Belgium, CFO World, The Manufacturer, The Grocer, Finance Director, Euromoney, Accountancy Age, Financial-i and The Evening Standard. He has also appeared on CNBC Europe’s Power Lunch to discuss working capital trends and is the author of five booklets that are all available on Amazon.com: The Working Capital Handbook, The Procurement Leader's Handbook, Working Capital - What Next?, Achieving Change and Working Capital - In Pursuit of Zero.
Helen is Executive Director at Accounting for Sustainability (A4S), an organization that works to transform finance to ensure sustainable business is business as usual. Helen trained as a Chartered Accountant with PwC and subsequently spent 10 years working with a diverse portfolio of cross sector clients supporting them to deal with a wide variety of strategic, operational, regulatory and reporting challenges within the sustainable business arena. Helen is a Fellow of the Institute of Chartered Accountants in England and Wales, a Practitioner Member of the Institute of Environmental Management and Assessment, an Accredited Social Return on Investment Practitioner and a Fellow of the Leeds Sustainability Institute. She has a Bachelor’s degree in Mathematics and an Executive MBA.
Lee Spencer is a CFO who currently heads up the Finance Team at Tillo, a technology platform which powers the digital gift card market, connecting brands and businesses. An experienced finance leader, with over 15 years experience, Lee has worked in a wide variety of businesses and notably scaled an international finance team from Private Equity backed to FTSE 250 via an IPO. Possessing strong commercial and strategic capability in driving business and finance performance improvement, Lee has delivered quality finance operations and business information to deliver results in high growth environments.
Caroline Stockmann has been Chief Executive of the Association of Corporate Treasurers since February 2017.
Prior to that Caroline held the position of Chief Financial Officer at The British Council, the UK’s largest charity, and before that at Save the Children International. She has 25 years’ experience in senior finance, commercial and strategic posts at a number of commercial organisations including Novartis Pharmaceuticals (Switzerland), Cadbury Schweppes, Granada plc and Unilever/ Bestfoods (Thailand, Netherlands and UK). Much of her working life has been spent overseas.
Caroline trained with KPMG and is a Fellow (FCA) of the Institute of Chartered Accountants of England and Wales (ICAEW). She has an ICAEW Diploma in Charity Accounting and has filled numerous roles as trustee over the years, including currently being a member of the Finance and Investment Committee of the Elton John AIDS Foundation, amongst other roles. Caroline is a linguist, musician, trained coach and passionate bell ringer, and is married with two children.
Keith is a qualified Chartered Accountant and a Qualified Corporate Treasurer (FCT). He has focused on treasury management for 25 years, with 14 years within the ‘Big 4’ in professional practice.
He has experience as a practitioner in industry, in both the corporate sector (where he began his treasury career) and in banking, where he took the role as the Treasurer of a full service Irish bank for 6 months.
Keith specialises in helping clients optimise their operating model to aid systems automation – end to end. This includes controls design, team roles, and how this can be best supported by technology to efficiently automate and therefore free precious resource for the value added activities.
Jamie is the Commercial & Private Banking Business Lead for LIBOR Transition at NatWest and is the Chair of the Loans Flow Enablement Task Force established by the Bank of England and the FCA to identify and overcome blockers to greater SONIA issuance in the cash market. He has also run the NatWest Syndicated Loans Agency business since June 2017, joining Agency from the Product and Capital Management team where he had responsibility for the Corporate Debt Product set. Before this he was a Senior Director in the Project Finance business with a particular focus in the power and renewables sector. Jamie joined NatWest from Bank of Tokyo-Mitsubishi and started his career in PwC’s advisory business.
Michael is the Head of Corporate Cash Management, UK & Ireland for Deutsche Bank running a team that focuses on providing global cash and liquidity solutions to UK GMNC’s, Regional Treasury Centres and Non-Bank Financial Institutions. He is a senior cash management specialist with over thirty five years of industry experience.
Nikiforos Vidalis has been the Senior Adviser in the Directorate General Economics at European Central Bank (ECB) since February 2011 – responsible for the coordination of the ECB and Eurosystem staff macroeconomic projection exercises (forecasts) and for providing input to the production of adverse macroeconomic scenarios in the context of the European Banking Authority Stress Test Exercise.
Vidalis has a PHD degree in Economics from Queen Mary College, University of London.
Latha joined Chemring Group as the Group Treasurer In 2011, responsible for all Treasury activities across the UK, US, Australia and Norway. Chemring is a world-leading provider of high-tech sensors, information, countermeasures and energetic solutions based in Romsey, Hampshire.
Undertaken a series of actions to strengthen the balance sheet of the company over the last eight years. As part of this, implemented our world-wide weekly cash forecasting process across twelve business units across the company.
Previously trained at BT and worked at BAE Systems first in finance up to Finance Director level. She joined the Treasury team in BAE Systems in 2002, running the dealing room and then as Assistant Treasurer and, subsequently, Treasurer Operations.
Latha is a qualified accountant, with a MBA from Manchester Business School and is a member of the Association of Corporate Treasurers and the British Exporters Association.
Anil Walia has been involved in the Supply Chain Finance from its beginnings in Europe. His career took him from JPMorgan, on to leading the SCF business at ABN AMRO & Royal Bank of Scotland. Anil has now been at Deutsche Bank since 2016. Deutsche Bank is a leader in global supply chain finance solutions, managing programs for over 600 clients.
Michael Wilkins is a Managing Director at S&P Global Ratings based in London where
he has global responsibility for the firm’s sustainable finance analytical activities,
including environmental and climate risk research, ESG and related new products.
Michael experience at S&P Global Ratings includes seven years as Head of
Infrastructure Finance Ratings, the analytical group within S&P Global Ratings which
covers utilities, project finance, PPPs and transportation in Europe, the Middle East
and Africa. Michael was also co-head of the Corporate Securitisation group. He joined
S&P Global Ratings in London in January 1994 and has also worked in the Melbourne
and Hong Kong offices. Michael’s expertise encompasses the European power, water,
environmental, transportation and social infrastructure sectors.
Previously, Michael worked for Water UK, the trade body representing the UK water
industry. He also worked for four years as a journalist on various UK daily regional
newspapers and global business publications.
Michael is a frequent guest lecturer at the London Business School MBA programme,
Judge Business School, Cambridge University, MFin programme and Oxford
University’s Smith School of Enterprise & the Environment as well as at UCL and the
London School of Economics. He is also a member of the FSB Taskforce on Climate
Related Financial Disclosures (TCFD), the G20 Sustainable Finance Study Group
(SFSG), the advisory council of the Smith School Sustainable Finance Programme and
the Climate Bonds Initiative.
Michael has a Bachelor of Arts degree within Modern Languages at Bristol University.
He also holds an MBA in Finance from the Cass Business School and additionally has
a Certificate of Carbon Finance & Analytics from the London Business School.
James joined the ACT Policy & Technical team in September 2019 with 30 years’ experience of international finance, most recently within Group Treasury of Royal Dutch Shell plc as Head of Regulatory Affairs, Head of Compliance and Controller of Group Pensions. James is a qualified accountant (ACMA/CGMA), with a degree in Law & Politics, who has worked in UK, Africa, South America & Middle East. He has been CFO/Finance Manager of various entities in the energy, commodities, technology and not for profit sectors. James enjoys engaging with stakeholders and has contributed to many working groups, including the FSB’s Market Participants Group on reforming interest rate benchmarks.
Bryan joined ION 2 years ago and is currently working as a Solution Consultant for ION Treasury, based in London, EMEA.
Bryan is responsible for helping clients to drive their business transformation process in the treasury space, by sharing in-depth solution knowledge and industry best practices. Bryan also specialises in Machine Learning and its application in treasury.
Prior to his role as a Solution Consultant, Bryan worked in ION Markets and was involved in a implementation project for a Secured Funding solution for a European bank.
More speakers will be announced shortly
The ACT Annual Conference will take place online, 5-8 October 2020.
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