Jason Raikes, Senior Consultant – Parkwell

Jason is a senior consultant with 25 years’ experience of the financial services industry.  Jason has detailed knowledge of business process re-engineering and the appropriate use of technology to improve front office productivity.  Jason’s areas of expertise also include project management, regulatory projects and management information.  Jason is a Chartered Accountant having trained with one of the big four firms

Tim Fassam, Director of Government Relations and Policy – PIMFA

Tim joined PIMFA as Director of Government Relations and Policy in March 2020. He is responsible for PIMFA’s relationships with government’s and regulators as well as regulatory and supervisory policy.

He joined from TheCityUK where he was Managing Director of Public Affairs, Policy and Research. Prior to this he spent ten years at Prudential in a range of public affairs roles, latterly as UK Public Affairs Director and Head of the Group Chairman’s Office. Earlier in his career he worked for Barclays supporting the Chairman and CEO during the financial crisis.

Ian Whyte, Senior Consultant – Parkwell

Ian is a senior consultant and has over 20 years of successfully delivering change in financial services, specialising in Wealth Management.  Ian’s experience of regulatory and business change includes successful delivery of major change programmes including MiFID I, MiFID II, and GDPR.  He is currently responsible for an ESG programme at a global Wealth Management firm.

Patrick Thomas, Head of ESG portfolio management – Canaccord Genuity Wealth Management

Patrick set up and is responsible for Canccord Genuity’s range of environmental, social and governance (ESG) portfolios. Patrick chairs the ESG Committee. He also sits on the firm’s Portfolio Construction Committee, Fund Selection Committee and Alternatives Committee. He specialises in managing investment portfolios for intermediaries, trusts, charities and pension funds, specialising in discretionary mandates.

Patrick is a chartered Wealth Manager and a Chartered Fellow of the CISI.

Kate Rogers, Head of Sustainability | Co-Head of Charities – Cazenove Capital

Kate specialises in investment on behalf of charities, endowments and foundations and has over 20 years of experience, with 16 years at Schroders and Cazenove.  She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham, is Chair of her local community foundation, Vice-Chair of her local primary school and Chair of the Finance Committee of the Cripplegate Foundation.  She won a Women in Investment Award for her work with the Charity Commission and FCA creating a new charity investment vehicle.

She has researched and co-authored a series of publications on Charity investment best practise including ‘For Good and Not For Keeps’, which examines sustainable expenditure, ‘Intentional Investing’, which researches how charities can align their investment policy with their aims as an organisation, and more recently ‘Time and Money’, which explores how charities can make the best use of longevity.  Kate was chair of the Charity Investors’ Group for 12 years, standing down in 2019.  In this role she collaborated with CFG and authored a guide to written investment policies.  Kate also regularly writes on charity investment in the charity sector press.