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The FSCLub Season Events Outline 2011 2012 The FSCLub Season Events Outline 2011 2012 Document Transcript

  • The Financial Services Club London Season 2011-2012The Financial Services Club was established in 2004 as a private networking club for financialprofessionals that focuses on the future of financial services.We meet regularly for debates, commentary, ideas and discussions and provide a platform forpractitioners, regulators and industry leaders to meet, network and discuss the future of ourindustry. The Club is based in London, and also has regular meetings in Edinburgh, Dublin andVienna.Between our various centres, the Financial Services Club has a typical audience of fifty or moresenior bank and technology executives attending each meeting.In addition, we write up meeting proceedings in our web news and blog. The Financial Services Clubhas over 12,000 people subscribing to our daily email news service via the website www.fsclub.net,with a further 1,200 people reading the blog, thefinanser.com, every day.Our recent guests of honour include:• Peter Ayliffe, CEO, Visa Europe• Willem Buiter, Chief Economist, Citigroup• Vince Cable, Shadow Chancellor with the Liberal Democrats• Vernon Hill, Vice Chairman, Metro Bank (UK) and Founder, Commerce Bank (USA)• Andrew Tyrie, Chairman, Treasury Select Committee• Sir Win Bischoff, Chairman, Lloyds Banking Group• Gerard Hartsink, Chairman, European Payments Council• Angela Knight, Chief Executive, the British Bankers Association• JP Rangaswami, Chief Scientist, Salesforce.com• Chris Cummings, Chief Executive, TheCityUK• Gilbert Lichter, Chief Executive, Euro Bankers Association• John Sculley, former Chief Executive Officer, Pepsi-Cola and Apple Computers• Adrian Coles, Director General, the Building Societies Associationas well as colleagues from the media including Andrew Hill who writes the Lex Column for theFinancial Times, Brian Caplen who is Editor of the Banker Magazine and Daniel Thorniley, Senior VicePresident for the Economist Group.Membership is available at just £500 per year, giving you access to all events in London, as well asthose in Ireland and Eastern Europe.In the pages that follow, you can see our full meetings for the 2011 - 2012 season. The Financial Services Club is supported by
  • Thursday, 08 September 2011What is the future for Global Finance?Professor Michael Mainelli, Emeritus Gresham Professor of Commerce and founder of z/YenTuesday, 27 September 2011Christophe Langlois, Founder & CEO, Visible-Banking.comBeing a successful bank through social engagementWednesday, 05 October 2011The Future of Global TransactionsWilco Dado, Head of Global Payments, Global Transaction Services (GTS), Royal Bank of Scotland;and Harry Newman, Director Banking Market Infrastructures at SWIFTWednesday, 19 October 2011What is the UK regulatory regime?Margaret Cole, Interim Managing Director, the Financial Services Authority (FSA)Wednesday, 02 November 2011Dark Pools and HFT: Good or Bad?Dr Kay Swinburne, MEPUK Conservative Spokesman - Economic and Monetary AffairsTuesday, 08 November 2011Keynote DinnerBrian Hartzer, Chief Executive Officer for UK Retail Banking, Wealth Management & Ulster Bank forthe Royal Bank of Scotland GroupTuesday, 22 November 2011Not just an Earthquake, but a Tsunami too: a real test of Disaster RecoveryMitsuo Miwa, Chief Representative, London at Tokyo Stock ExchangeMonday, 12 December 2011A Christmas Celebration of Comic Consulting for Children in CrisisJulia StreetsTuesday, 10 January 2012An update on EU financial services legislation and associated initiativesDr. David Doyle, EU Policy Advisor on Financial MarketsWednesday, 25 January 2012Alternative and virtual currencies: the way of BitcoinDonald Norman, Co-founder, Bitcoin Consultancy The Financial Services Club is supported by
  • Tuesday, 31 January 2012Annual Debate: "Is SEPA happening and does it matter?"A panel discussion with: Gilbert Lichter, CEO, EBA; Ruth Wandhofer, Head of Market Policy andStrategy, EMEA, Citi; Simon Bailey, Director, Logica; and Johnny Brit, Chairman, Xenophobank.Wednesday, 20 February 2012Steering a financial firm through a crisis: lessons learntCharles Thomson, CEO, Equitable Life 2001-2009 and previously Scottish WidowsMonday, 26 March 2012Sustainable banking: what’s it all about?Charles Middleton, Managing Director, Triodos Bank UK, and Laurie Spengler, President and CEO ofShoreBank InternationalWednesday, 29 February 2012Launch of the Clearing & Settlement Working Group (CAS-WG)Tuesday, 6 March 2012The Future of Cash – is there one?A debate between Adam Lawrence, Chief Executive of the Royal Mint and John HowellsCEO of the LINK Scheme in support of cash, versus David Birch, Director of Consult Hyperion andFrancesco Burrelli of the Value Partnership againstWednesday, 21 March 2012, Keynote DinnerThe Future of SWIFTLazaro Campos, Chief Executive, SWIFTMonday, 26 March 2012Sustainable banking: what’s it all about?Charles Middleton, Managing Director, Triodos Bank UK, and Laurie Spengler, President and CEO ofShoreBank InternationalThursday, 19 April 2012, Keynote DinnerThe future of investing and getting the right returnsElizabeth Corley, Chief Executive, Allianz Global InvestorsWednesday, 25 April 2012The changing relationship between banks and their corporate clientsCarole Berndt, Head of Global Treasury Solutions, EMEA, Bank of AmericaWednesday, 16 May 2012Government and banks: a relationship that has changedMark Hoban MP, Financial Secretary to the TreasuryWednesday, 23 May 2012, Keynote DinnerCreating a stable financial systemAndy Haldane, Executive Director, Financial Stability, Bank of England The Financial Services Club is supported by
  • Tuesday, 12 June 2012Greed and Corruption in the City – does it really exist?Nick Kochan and Ian FraserWednesday, 20 June 2012Everything you wanted to know about the City but were too afraid to askGeraint Anderson, CityboyTuesday, 26 June 2012The Eurozone – a road to nowhere?Laurens Vis, Chairman, KAS BankTuesday, 4 July 2012The Price of FishMichael Mainelli and Ian Harris The Financial Services Club is supported by
  • The Financial Services Club LondonWinter 2011Thursday, 08 September 2011What is the future for Global Finance?Dr Malcolm Cooper and Mark Yeandle, Z/YenA discussion of the key financial centres emerging, emerging and disappearing over the next decade.Will London and New York still dominate, or will Shanghai takeover? And what will it mean to the UKmarkets and particularly the London community?This discussion focuses around the trends identified in Z/Yen’s five year research into global financialcentres through the production of the Global Financial Centres Index (GFCI). GCFI was first producedby the Z/Yen Group in March 2007 following another research project into city competitiveness weundertook in 2005. The aim of the GFCI is to examine the major financial centres globally in terms ofcompetitiveness and provides profiles, ratings and rankings for 75 financial centres drawing on twoseparate sources of data – instrumental factors (external indices) and responses to an online survey.The survey itself is produced every three months and is part of the Financial Centre Futuresprogramme in Long Finance. Dr Malcolm Cooper is a historian by training, and holds a First Class Bachelor of Arts in History from Dalhousie University, a Master of Arts in History from the University of Western Ontario, and a Doctorate of Philosophy in Modern History from Oxford University. He spent most of his investment banking career in European emerging markets, his last post being as Head of EMEA Equity Research for ABN-AMRO. Malcolm commissioned and worked with Z/Yen on the Global Financial Centres Index, and has since written several pieces on the impact of the recession on financial services employment in the UK. He is involved in both the London Accord and Long Finance initiatives.Mark Yeandle has spent most of his career in consumer goodsmarketing in senior marketing management positions at companiesincluding Liberty, Mulberry, Sanderson and Carlton. During 2007,Mark project managed the creation and publication of the GlobalFinancial Centres Index, as well as developing a role playing gamewhich demonstrates the politics of climate change negotiations. Thiswas written up as part of the London Accord. He was also theproject manager of a large research project into the use ofPropheZy – Z/Yen’s support vector machine for Best ExecutionCompliance Automation – the output of which was published in TheJournal of Risk Finance as Best Execution Compliance Automation,Towards An Equities Compliance Workstation and Best ExecutionCompliance, New Techniques for Managing Compliance Risk. The Financial Services Club is supported by
  • Tuesday, 27 September 2011Christophe Langlois, Founder & CEO, Visible-Banking.comBeing a successful bank through social engagementBanks and insurers are all blogging, tweeting, facebooking and youtubing … or are they? Christopheknows because he tracks the worlds financial firms and their success and f ailure at being social. Inthis wide-ranging presentation, he will share the latest news.Christophe Langlois is an active blogger, an experienced presenter,advocate for Web 2.0, and is a regularly requested chairperson andspeaker at conferences. Back in 2007 he launched Visible-Banking.com which quickly became the leading independentblog 100% focused on social media in banking, financial services,and insurance. Now VB is tracking over 2,000 initiatives (twitter,facebook, youtube, blogs) in 60 countries. In 2008, Christopheleft his senior innovation role at Lloyds TSB to set up VisibleMedia Ltd and focus on helping financial institutions worldwideto better understand and leverage social media.Wednesday, 05 October 2011The Future of Global TransactionsWilco Dado, Head of Global Payments, Global Transaction Services (GTS), Royal Bank of Scotland;and Harry Newman, Director Banking Market Infrastructures at SWIFTEveryone talks about Global Transactions these days, but what does it mean and where is this going?Is it just about payments, or more than payments? Does this just mean servicing banks that are thelargest volume SWIFT processors, or more?As a follow-on from SIBOS and for those who could not make Toronto, this meeting will focus uponthe future of Global Transactions, and will be led by Wilco Dado. Wilco Dado manages global payment services and cash management for corporate and institutional clients for the RBS Group. In this role, his aim is to further develop and execute an integrated payments strategy bringing together the key challenges of payments and collections and to develop products, with a key focus on SEPA. He was previously Head of Global Transaction Services in the Netherlands for ABN AMRO.Wednesday, 19 October 2011What is the UK regulatory regime?Margaret Cole, Interim Managing Director, the Financial Services Authority (FSA)The FSA was recently split into the Financial Conduct Authority (FCA) and Prudential RegulatoryAuthority (PRA) under governmental changes that bring the regulator under the management of theBank of England. But what is the UK regulatory drive focused upon these days, and is the FCA and The Financial Services Club is supported by
  • PRA any different to the FSA? The changes come into effect from 2013, but what happens in themeantime?To answer these questions Margaret Cole, InterimManaging Director for the Conduct Business Unit atthe FSA will talk us through the key developments inthe UK regulatory regime.Margaret Cole is a graduate in Law from New Hall,Cambridge and is a solicitor with over 20 yearsexperience in private practice. From 1990 to 1995Margaret was a Partner with Stephenson Harwood,where she was responsible for the recovery actions inrelation to the Maxwell Pension Funds on behalf of thePension Funds Trustee. In 1995 she joined the London Office of international law firm White & Caseto found and head its Dispute Resolution Department to later join the FSA in July 2005 as Director ofEnforcement. In 2009 Margaret took over responsibility for the FSA’s Financial Crime Division whichmerged with the Enforcement Division. In 2010 she joined the FSA’s Board as Managing Director,Enforcement and Financial Crime. In April 2011 she assumed Interim responsibility for the newConduct Business Unit which will form the core of the new Financial Conduct Authority.Wednesday, 02 November 2011Dark Pools and HFT: Good or Bad?Dr Kay Swinburne, MEPUK Conservative Spokesman - Economic and Monetary AffairsKay Swinburne has been instrumental in moulding the principles ofthe revisions to the next generation of investment marketsregulations, thanks to her report – “The regulation of trading infinancial instruments: dark pools etc” – from summer 2010. Therevised version of the paper was adopted by the EuropeanParliament’s Committee on Economic and Monetary Affairs(ECON) on 9th November 2010, and means that all broker darkpools are reclassified as multilateral trading facilities (MTFs) orsystematic internalisers (SIs), and that dark executions should besubject to size restrictions.Looking at MiFID II and beyond, are such changes to dark poolsand regulations restricting High Frequency Trading a good or a badthing? To find out, we’ve asked Kay to tell us her current thinking.Kay was elected as the Conservative MEP for Wales in June 2009. This saw the Conservative Partytop the elections for the first time in Wales in modern history. A successful career in investmentbanking has equipped her with in-depth knowledge of the global financial markets. This, combinedwith her experience advising businesses in Europe and the US, has led to her appointment on theEconomics and Monetary Affairs Committee in the European Parliament. The Financial Services Club is supported by
  • At present, Kay is deeply concerned about how quickly the European Union is responding to financialservice regulation without having properly looked at the impacts of what it is doing. She believesthat the EU should work within a global framework as the crisis that we are facing is global;therefore it needs to work with the United States and so a global co-ordinated strategy needs to beimplemented that is in line with the agenda of the G20.Tuesday, 08 November 2011Keynote DinnerBrian Hartzer, Chief Executive Officer for UK Retail Banking, Wealth Management & Ulster Bankfor the Royal Bank of Scotland GroupBrian Hartzer joined RBS from ANZ to help change the banksimage. The ‘helpful banking’ and Customer Chartercampaigns of NatWest and RBS have been part of the result,but these marketing lines mean far more than just anadvertising campaign as they strike right to the heart of theculture of the retail bank. Brian has been leading that change,along with his management team, and to provide an insightinto how to turnaround the ship, Brian will share his insightswith the Financial Services Club over dinner.A Princeton graduate, Brian Hartzer joined ANZ in 1999 to runtheir Consumer Finance business (credit cards, merchantservices and personal loans) until 2004. He then took over thefull Retail bank portfolio (including SME and Wealth), and in2008 added the role of Chief Executive Australia for all ANZbusiness lines, as well as Global Segment Lead for Retail andWealth. Before joining ANZ, Brian was a financial servicesconsultant in New York, San Francisco and Melbourne for 10years. Brian is responsible for the UK Retail, Wealth and UlsterBank divisions within the Royal Bank of Scotland Group(RBSG).Brian Hartzer is a joint US and Australian citizen and is married with 4 young children.Tuesday, 22 November 2011Not just an Earthquake, but a Tsunami too: a real test of Disaster RecoveryMitsuo Miwa, Chief Representative, London at Tokyo Stock ExchangeIn spring 2011, Japan suffered one of the worst disasters ever experienced, when the island was hitby a devastating earthquake immediately followed by a terrible tsunami that wiped out significantareas of the country and caused a nuclear leak in the Fukushima power plant that has never beenseen before. It was the most powerful known earthquake ever to have hit Japan, and one of the fivemost powerful earthquakes in the world ever recorded.The magnitude 9.0 earthquake hit Japan ten minutes before the end of trading on Friday 11th March2011 and Tokyo, just over 200 miles from its epicentre, was severely affected. In fact, Tokyo was The Financial Services Club is supported by
  • brought to a standstill as trains were paralysed, mobile networks were crippled and hordes ofcommuters were stranded whilst others were left trapped in elevators.The Tokyo Stock Exchange (TSE) managed to stay open until the closing bell on 11th March and, onSunday afternoon and much to everyone’s surprise, announced that no infrastructure had beenaffected and that it would open as normal the following morning.How did the Exchange cope with all of these issues, and how come it was one of the few businessesto carry on as normal amongst such devastation all around them? Mitsuo Miwa, the Tokyo StockExchange’s Chief Representative in London, will share this fascinating story with us.Monday, 12 December 2011A Christmas Celebration of Comic Consulting for Children in CrisisJulia StreetsJulia Streets is an experienced compere andcomedienne. In addition to her day job (whichapparently she’s very good at because people tell hershe shouldn’t give it up) as Founder and Director ofStreets Consulting, Julia writes her own brand ofmaterial, based on observations of corporate lifedrawn from years spent earning her pinstripes in andaround the City.Julia’s material draws from business presentations,brainstorming sessions, and colleagues withsuperiority complexes. She tackles questions we reallywant answered such as: How do you protect yourselffrom identity fraud? And others we never knew we wanted to ask: What’s a girl to do when speeddating isn’t fast enough? Could evening classes lead to a whole new career? Critical issues capturedin anecdotes and songs and designed to appeal to anyone who has ever shared a printer, gossip orcoffee shop queue.Julia has performed at the Edinburgh Fringe and Henley-on-Thames Fringe Festivals, SevenoaksSummer Festival and her London events have always sold out. Julia will be performing her show‘Streets in the City’ at the Financial Services Club as a Christmas celebration, with £10 of everyattendee’s registration being given to her chosen charity, ‘Children in Crisis’.Tuesday, 10 January 2012An update on EU financial services legislation and associated initiativesDr. David Doyle, EU Policy Advisor on Financial MarketsDavid spoke at the Club a year ago, and gave an in-depth analysis of the progress of MiFID and SEPA,as someone who is on the inside track with Brussels. In a return presentation, David will update uson the most pressing developments in Financial Markets regulation coming up in the near future, inparticular the Capital Requirements Directive. The Financial Services Club is supported by
  • David is known across Europe as a leading expert on EU financial market regulation. A formerdiplomat with over 20 years of service on mainland Europe and now acts as an EU Policy Advisorbetween Brussels, London and Paris, specialising in EU Financial Services. He is a member of theExecutive Board of the joint MEP-EU industry “The Kangaroo Group” at the European Parliament,the Board of Directors of the Genesis Initiative at Westminster, and sits on the Transatlantic BusinessDialogue Taskforce on Capital Markets and the Corporation of London EU Regulatory WorkingGroup.Wednesday, 25 January 2012Alternative and virtual currencies: the way of BitcoinDonald Norman, Co-founder, Bitcoin ConsultancyNew payment schemes are trying to enable peer-to-peer moneytransfers, dis-intermediating the banks. Money is no longerseen as the sole representation of value. New alternativecurrencies are being created. Facebook credits are now used bymore than 250 million people. New payments schemes arebeing proposed at the infrastructure level of the internet.Currency is open-sourced. How can we create new systems ofwealth generation and abundance? What does the future holdfor banks and other financial institutions in the wake of massivepeer-to-peer exchange? How do we (re)define the role of banksin this fast moving eco-system of new value providers?Donald Norman is the co-Founder of the Bitcoin Consultancy. The group works on softwaredevelopment for core Bitcoin code. Donald has appeared as an advocate of Bitcoin in Reuters,Newsweek, WSJ (SmartMoney), The Independent, CNBC and others.Tuesday, 31 January 2012"Is SEPA happening and does it matter?"A panel discussion with:• Gilbert Lichter, CEO, EBA• Ruth Wandhofer, Head of Market Policy and Strategy, EMEA, Global Transaction Services, Citi• Jose Beltran, Director of SEPA, STET• Simon Bailey, Director, Logica• Johnny Brit, former Chairman, XenophobankStarted in 2002, in response to the Lisbon Agenda and Regulations on fees for cross-border cashwithdrawals, the Single Euro Payment Area (SEPA) has been in the planning for a long time. In fact,it has been discussed for so long by so many that, for a lot of people, it’s become as dull asdishwater. This view may be wrong though as, after seven years of gestation, SEPA Direct Debits(SDDs) were finally born in November 2009 and the Payment Services Directive (PSD), which legallysupports SDDs, was transposed and implemented in most European countries. So all is good is itnot? Or maybe it is not as discovered in the annual European Payments survey of the FinancialServices Club. What is the truth? Is SEPA here? Even if it is, does it actually matter? To find out the The Financial Services Club is supported by
  • truth, the Financial Services Club has gathered some of Europe’s most preeminent commentatorsand activists in the SEPA discussion to provide insight and understanding.Wednesday, 08 February 2012James Moed, Financial Service Design Lead, IDEO EuropeDesigning the bank of the future: How innovation with a human touch is redefining financialservicesIDEO study human behaviours and help banks design products to meet their needs. It’s a totallydifferent way of looking at product design that starts from the human perspective, rather than thetechnology. The result is that bank product designers find outhow customers use electricity metres as budgeting devices andsee spare change as a savings tool rather than as round-uppurchasing.Designing such services with banks as diverse as Bank ofAmerica to PNC to State Farm, James Moed will take us throughsome of the real cutting edge designs for the bank of the future.James leads design teams to develop new products, services,and business models. He works with clients to develop insightsand solutions that are both actionable for their organisationsand compelling for their customers. By focusing on people, notjust categories, James helps clients reframe their approach tothe market.Wednesday, 20 February 2012Steering a financial firm through a crisis: lessons learntCharles Thomson, CEO, Equitable Life 2001-2009 and previously Scottish Widows Charles Thomson became Chief Executive of Equitable Life in March 2001 when the mutual was close to collapsing. He has been key to creating stability which, at its peak, was a £26 billion business with 1.5 million policyholders. Equitable fell dramatically from grace after being unable to pay guaranteed annuities and was forced to close to new business in December 2000, resulting in up a million policyholders losing up to half of their savings. Since Charles took over, he has successfully lobbied for compensation to be paid by the government for losses, and sold key parts of the business to Canada Life and the Prudential. Having achieved his goals of stabilising the business, he left in 2009 and now runs his own advisory firm. Charles is the perfect person to advise us on how to steer a financial firm through a crisis. The Financial Services Club is supported by
  • Wednesday, 29 February 2012Launch of the Clearing & Settlement Working Group (CAS-WG)The Financial Services Club is launching the first meeting of the Clearing & Settlement WorkingGroup (CAS-WG). The meeting will consist of a debate amongst four industry panels covering:• Volker/Vickers/MiFID II and impacts on post-trade operations and IT, particularly with regard to OTC Derivatives and Clearing• T2S – problems of change and implementation for settlement• Giovannini Group Recommendations, Innovation & Technology – what progress has been made?• Standards in Post-trade operationsSpeakers on the panels include EuroCCP, Clearstream, FIX Protocol, the FSA, the EuropeanCommission and more. The final agenda will be confirmed nearer the date.The aim of the CAS-WG is to debate and discuss all aspects of clearing and settlement infrastructuresand processes. The organisation and operation will be similar to the MiFID Joint Working Group andits Subject Groups that operated in the build-up to the implementation of the Markets in FinancialInstruments Directive (MiFID), with the intention of bringing together the top industry standardsbodies, trade associations, infrastructures, investment firms and companies involved in Clearing andSettlement.The CAS-WG will provide an opportunity for open discussion and debate amongst senior marketpractitioners and service providers on issues affecting Clearing and Settlement.More importantly, the aim is to create multiple specialist groups that will work on specific areas ofinterest – standards, technologies, reference data, custodial services, etc – between each of themain plenary meetings of the CAS-WG.The subject groups and their subject headings will be determined at this inaugural meeting on 29thFebruary. Anyone who wishes to propose a group, lead a group or be a member of one of thegroups can volunteer their participation and input at the inaugural meeting.The subject groups will be facilitated through support from the Realisation Group and anyorganisation that wishes to be involved can propose their support before, during or after theinaugural meeting.We believe that these subject groups are particularly important today as Clearing & Settlement, andin particular Clearing, will be massively impacted by new regulations being drafted and implementedacross the world such as Basel III, Dodd-Frank, the Vickers Report and the MiFID II.The aim of the subject groups is to provide specific input to the regulatory bodies – including theFSA, its successor bodies the PRA and CBA, and Michel Barnier’s team in the European Commission –on the business and technology implications of implementing the regulations in draft and final form,with the intention of ensuring these regulations are practical, appropriate and effective. The Financial Services Club is supported by
  • The output of the subject groups therefore will be actions that are clearly practical about the detailsof the impact of new regulatory developments upon clearing and settlement operations,infrastructures, standards and technologies.The CAS-WG is being launched by the Financial Services Club, in partnership with the RealizationGroup and first sponsor BT and, after the meeting on 29th February, we expect to have quarterlyplenary meetings thereafter to update members on the sub-group activities.There will also be regular subject group meetings, the number of which will be dependent upon theoutcome of the first meeting.Tuesday, 06 March 2012The Future of Cash – is there one?A debate between Adam Lawrence, Chief Executive of the Royal Mint and John Howells, CEO ofthe LINK Network in favour, versus David Birch, Director, Consult Hyperion and Francesco Burrelli,Principal with Value Partners againstFor years, we’ve tried to replace cash with cards. Now we’re tryihng to replace cash with phones.Can cash ever actually be replaced? After all, cash in circulation is increasing year on year and cashis still the only truly trusted, real-time value exchange that exists in any economy. So what is thefuture of cash … or rather, for some, is there a future for cash? In this stimulating debate, the anti-cash movement meets the cash fundamentalists in an evening where some sparks are sure to fly. Adam Lawrence Adam Lawrence was appointed Chief Executive on 1 January 2011. Adam is an experienced Executive. He began his professional career as a Chartered Accountant with Price Waterhouse. Since 1995, he held a number of senior positions with Catalent Pharmaceuticals for businesses located across Asia Pacific, Europe and the US. He was Vice President Finance for the Sterile Technologies division before leaving in 2008 to join the Royal Mint as Director of Finance. Adam was appointed as Chief Operating Officer in May 2010 and holds an MBA from Monash Mt Eliza Business School.John HowellsJohn Howells became CEO of the LINK network in June 2011. Hewas previously a Director of Ernst & Young’s Financial Servicesbusiness and Head of Benefits and Pensions Consulting atCapgemini where he specialised in the design and implementationof strategic change for major public and private sectororganisations. The Financial Services Club is supported by
  • David Birch David Birch is a Director of Consult Hyperion, the IT management consultancy that specialises in electronic transactions, where he provides specialist consultancy support to clients around the world. Before helping to found Consult Hyperion in 1986, he spent several years working as a consultant in Europe, the Far East and North America. He graduated from the University of Southampton with a B.Sc (Hons.) in Physics.Francesco BurrelliFrancesco has over 15 years experience in consulting and banking witha focus on cards, payments and transaction banking with aspecialisation in strategy, M&A, innovation, new product developmentand performance improvement. His experience spans from smallregional banks in continental Europe to major international institutionsincluding payment schemes and processors on global basis.Before joining Value Partners in London, Francesco was a Director withthe Payments Team of Deloitte LLP, Head of Cards and Payments atA.T.Kearney FIG UK and before that he led the European Cards andRetail Payments practice at Capco. Wednesday, 21 March 2012 Keynote Dinner: The future of SWIFT Lázaro Campos, Chief Executive, SWIFT SWIFT has survived the financial crisis, albeit with a contraction in volumes of messages that challenged the network and infrastructure to rethink its approach, organisation and strategy. Now, SWIFT is gearing up for its next phase of growth but how will it achieve such growth and who are its challengers? In this keynote, CEO Lázaro Campos will take us through his vision of SWIFT for the next decade. Lázaro succeeded Lenny Schrank as CEO of SWIFT in April 2007 having joined SWIFT in 1987. He has served in many roles through his tenure with the organisation, including Head of Marketing where he led the SWIFT strategy initiative in the 2000s and, prior to his appointment as CEO, was Head of the Banking Industry Division. The Financial Services Club is supported by
  • Monday, 26 March 2012Sustainable banking: what’s it all about?Charles Middleton, Managing Director, Triodos Bank UK, and Laurie Spengler, President and CEOof ShoreBank International Charles Middleton joined Triodos Bank in 2003 as Managing Director of the UK business, bringing with him 21 years’ banking experience. Since joining Triodos Charles’ leadership has helped generate significant growth in the core business of mobilising depositors’savings to support a range of social and environmental projects, growing lending from around £60m to more than £250m. Charles has also helped Triodos to bring other types of finance to the UK market, such as capital raising for fair trade coffee brand, Cafedirect, and launching Triodos Renewables, which has pioneered an increasing number of investment opportunities in the growing UK renewable energy sector.Laurie Spengler has over 20 years of experience as a strategyand transaction services professional. Her interests are focusedon supply and demand-side solutions to extend access to capitalto individuals, small businesses and low income householdsthrough the delivery of financial resources, business solutionsand professional support.Thursday, 19 April 2012Keynote DinnerThe future of investing and getting the right returnsElizabeth Corley, Chief Executive, Allianz Global InvestorsElizabeth Corley is Chief Executive Officer of Allianz GlobalInvestors. She joined the company in April 2005 and in October2005. Prior to joining Allianz, Elizabeth spent eleven years workingat Merrill Lynch Investment Managers. She became ManagingDirector and Head of the EMEA Asia Pacific Mutual Fund Business aswell as Member of various Boards including MLIM UK Ltd. andMerrill Lynch International Investment Funds. Before this, Elizabethwas a partner with Coopers & Lybrand and prior to that worked forthe Life & Pensions industry.Elizabeth is a Fellow of the Chartered Insurance Institute (UK), the Chartered Institute of Marketingand also holds a Post Graduate Diploma in Management Studies. She was named Personality of theYear in 2006 by Funds Europe and Most Influential Woman in Asset Management in 2009 byFinancial News. From March 2006 until the end of June 2007, she was Chairwoman of FEAM (Forumof European Asset Managers); in September 2010 she was appointed Chairwoman for a second The Financial Services Club is supported by
  • term. Elizabeth is also a board member of TheCityUK Ltd and a member of the City of LondonInternational Regulatory Strategy Group. Starting in April 2011 she serves as non executive directoron the Financial Reporting Council, the UK’s independent regulator responsible for promoting highquality corporate governance and reporting to foster investment. Elizabeth is a fellow of the RoyalSociety of Arts. She is also an acclaimed writer and has had four thriller novels published.Wednesday, 25 April 2012The changing relationship between banks and their corporate clientsCarole Berndt, Head of Global Treasury Solutions, EMEA, Bank of AmericaBank of America is known as an innovator in their domesticmarkets but what does this mean for the internationalcorporate client? Carole Berndt will tell all in this keysession for transaction banking professionals.Carole Berndt is the head of global treasury solutions forEurope, the Middle East and Africa (EMEA), for whichregions she is in charge of the end-to-end product, business,technology and operations and client sales managementstrategy for treasury business. Previously, Berndt led theclient delivery team for Citigroup in New York, with globalresponsibility for end-to-end delivery of implementation,service and client technology for its global treasury productsportfolio.Wednesday, 16 May 2012Government and banks: a relationship that has changedMark Hoban MP, Financial Secretary to the TreasuryMark Hoban was appointed Financial Secretary to the Treasury in May 2010, after being the ShadowFinancial Secretary to the Treasury since December 2005. Mark was appointed the Shadow Financial Secretary to the Treasury in December 2005. Between November 2003 and December 2005 he was Shadow Minister for Schools. Prior to November 2003, he was an Opposition Whip. Between 2001 and 2003 Mark was a member of the Select Committee on Science and Technology. Mark was born in 1964. He married his wife, Fiona, in 1994 and they live in Locks Heath. Mark was born and brought up in the North East of England, where he attended a comprehensive school in Durham. He has an economics degree from the London School of Economics. After graduating he qualified as a Chartered Accountant, and went on to work for PricewaterhouseCoopers between 1985 and 2001. Mark has been the MP for Fareham since June 2001. The Financial Services Club is supported by
  • Wednesday, 23 May 2012Keynote DinnerCreating a stable financial systemAndy Haldane, Executive Director, Financial Stability, Bank of EnglandAndy Haldane is Executive Director for Financial Stability.Andy has responsibility for developing Bank policy onfinancial stability issues and the management of theFinancial Stability Area. He is a member of the newlyestablished Interim Financial Policy Committee as well asseveral senior management committees of the Bank. He isalso a member of the Basel Committee.Andy joined the Bank in 1989. In previous roles he hasheaded the Bank’s work on risk assessment, marketinfrastructure and on international finance. Prior to that heworked on various issues regarding monetary policystrategy, inflation targeting and central bank independence.Andy has written extensively on domestic and international monetary and financial stability,authoring around 100 articles and three books. He is the co-founder of a charity Pro BonoEconomics, which aims to broker economists into projects in the charitable sector.Tuesday, 12 June 2012Greed and Corruption in the City – does it really exist?Nick Kochan and Ian FraserThe media has a regular debate about greed and corruption in the City of London. With insidertrading cases rife; the FSA clamping down; whistleblowers appearing by the minute; and a BriberyAct that is meant to strike the fear of God in all those engaged in such activities; 2012 has seen suchpractices becoming rarer and harder to practice than ever before. Or has it? Two leadingcommentators on the financial markets take a microscopic view of greed and corruption in the Cityand determined if it really does exist and, if so, in what form. Nick Kochan is one of the UKs leading authorities on white-collar crime, on corruption, and on market abuse. He has been observing and commenting on abuse of the financial markets and institutions for over 20 years and is the author of many books about white-collar crime. His latest book, Corruption, explores the risks, remedies and responses to corruption and bribery in corporations, and provides unique insight into law enforcements thinking and practices in dealing with suspected events. The Financial Services Club is supported by
  • Ian Fraser is a journalist, blogger and broadcaster on all aspects ofbusiness, finance, politics and economics. His articles appearregularly in the Financial Times, BBC News, The Sunday Times, TheHerald/Sunday Herald, Thomson Reuters and Dow Jones. SinceMarch 2009, Ian has been researching and helping to producedocumentary programs about the banking and financial crisis forthe BBC. These have included RBS: Inside The Bank That Ran Out ofMoney, shown on BBC2 in December 2011. Ian is also a consultingeditor and blogger on Bloomsbury Publishing PLC’s QFinanceproject, and an associate lecturer at the University of Stirling.Wednesday, 20 June 2012Everything you wanted to know about the City … but were too afraid to askGeraint Anderson, CityboyGeraint Anderson is the bestselling author of Cityboy, which sold over 200,000 copies, after asuccessful career working for varous banks in the City. Geraint will tell us the inside track on howinvestmenb banking really works and attendees will also receive a copy of his latest masterpiece:Payback Time.Payback Time tells the story of Cityboy Steve Jones, who is outraged when Bridget is found deadafter being fired by her bank. Everyone thinks she committed suicide, but Steve does not and so heand five City workmates decide to take revenge. They hatch an ingenious plan to sabotage her firmand succeed in bringing it to its knees. After wildly celebrating their success, Bridgets boyfriendFergus insists they take down a much more prominent bank. But soon the gang are being targetedby the police and financial regulators. There must be a rat in their midst but, if so, who? Steveinvestigates and digging deeper realises he could be on the trail of a murderer. Suddenly theres adistinct possibility that an even bigger revenge is being planned and this time the pay back is headingin his direction... Geraint Anderson began his career as a utilities analyst, composing models of publicly listed companies. In 1997 he moved to Société Générale, and in 1999 to Commerzbank. In 2000, Anderson joined Dresdner Kleinwort and was named top stock-picker two years running, appointed joint team leader of the utilities research team, and the team became number two in the utilities sector with Anderson personally judged the fourth highest-ranked analyst (out of around 100) Anderson started writing his City Boy column in the third quarter of 2006 for thelondonpaper, which became a popular piece with some readers of the newly launched free newspaper. On 18 June 2008, it was revealed that Anderson was the columnist City Boy of thelondonpaper and the following week he published his first book: Cityboy: Beer And Loathing In The Square Mile. The Financial Services Club is supported by
  • Tuesday, 26 June 2012The Eurozone – a road to nowhere?Laurens Vis, Managing Director, KAS BANKYou may not know Laurens Vis yet, but you will certainly remember him. A Dutchman with a strongcommand of humour and wit, he will engage us in a clear view of where and what is happening inthe Eurozone for the future and whether it really is leading somewhere or nowhere.Laurens Vis is the Managing Director of KAS BANK UK, anindependent European specialist in securities services. Inaddition to steering KAS BANK’s strategy in the UK market,Laurens holds overall responsibility for UK sales andacquisition, relationship management, and product andmarket development. During his distinguished 26-yearcareer at KAS BANK, Laurens has held a number ofdirector-level positions.Laurens holds a doctorate in Economics from theUniversity of Amsterdam, and is a former member of boththe Euronext User Steering Committee and theInternational Society of Securities Administrators (ISSA).Tuesday, 4 July 2012The Price of FishMichael Mainelli and Ian HarrisProfessor Michael Mainelli and Ian Harris are regular guests of the Financial Services Club, and areinvited back to close this season with an engaging discussion about the Price of Fish.In their new book, The Price of Fish, Michael and Ian examine the world’s problems and suggest thatit is not the circumstances that are too complex, but our way of reading them that is too simple. Toosimple and often wrong. Looking to the models developed by quantum physicists, they blend fourstreams of thinking around choice, economics, systems and evolution, in a combination they believeis the key to making better decisions and, in turn, finding answers to the world’s most wickedproblems. Michael Mainelli co-founded Z/Yen, the City of London’s leading commercial think-tank, in 1994 to promote societal advance through better finance and technology. He is Professor Emeritus of Commerce and a Fellow at Gresham College, Visiting Professor at the London School of Economics Department of Management Information Systems & Innovation Group, a non-executive Director of the United Kingdom Accreditation Service - the UK’s sole accreditation body for certification, testing, inspection and calibration services, a non-executive Director of Sirius Exploration Plc - a mining company, a Trustee of Ocean Alliance & The Whale Conservation Institute in Massachusetts & The The Financial Services Club is supported by
  • International Fund For Animal Welfare, on the editorial board of the Journal of Strategic Change aswell as the Journal of Business Strategy and on numerous advisory boards.Ian Harris is a Director of Z/Yen which he co-founded in 1994. AtZ/Yen, Ian specialises in strategic planning and systematicperformance improvement in both the not-for-profit sector (whichhe leads) and also commercial sectors. Prior to Z/Yen, Ian led BinderHamlyns management consultancys financial management systemswork. Ian is a regular contributor of articles and pieces for thebusiness and not-for-profit press. He is co-author, together withMichael Mainelli, of the practical book "IT for the Not-for-ProfitSector" and the best-selling novel "Clean Business Cuisine". The Financial Services Club is supported by
  • July ??Hans Tesselaar, executive director of BIANBIAN, the Banking Industry Architecture Network? It’s an independent, not-for-profit organisationwhich collaborates with its members (banks, IT vendors, SIs) on open standards, service-orientedarchitecture (SOA). The community is really gathering momentum and added IBM to its Board thisyear. A stat we often quote is that software integration costs triple the cost of the software itself – itis this cost which BIAN is aiming to cut, through open standards.Its 30+ members* include ING Bank, SWIFT, Credit Suisse, Deutsche Bank, IBM, Microsoft, Sungard…its pretty powerful Board includes: Steve Van Wyk (Chief Information Officer ING Bank), Dr. ThomasMangel (Member of the Board, Postbank Systems AG), David Vander (Worldwide Sales ExcellenceLead, Microsoft Corp.), Harold Finders (CEO, SunGard Financial Systems), Don Trotta (Global Head ofFinancial Services Industry, SAP AG) and Chae An (Vice President Financial Services Solutions IBMSoftware Group). The Financial Services Club is supported by