Speakers for Global Sustainable Financial Products Summit include:
|
 |
|
 |
|
Kelvin Collins
HEAD OF BRAND MANAGEMENT
CO-OPERATIVE FINANCIAL SERVICES |
| |
|
|
Kelvin Collins has spent many years in financial services direct marketing and enjoyed working on great brands with some great leaders. At The Co-operative he finally found a brand that truly deserves that grail of emotional attachment, something rare in this sector. Their ethical credentials go to the core of the business and Kelvin looks forward to sharing some of their story with you.
 Top
|
|
|
|
 |
|
Amy Davidsen
DIRECTOR OF THE OFFICE OF ENVIRONMENTAL AFFAIRS
JP MORGAN CHASE |
| |
|
|
Amy Davidsen is the Director of the Office of Environmental Affairs responsible for global policies and procedures regarding environmental issues for JPMorgan Chase. Ms. Davidsen has over 18 years of banking experience and, most recently, was in Global Philanthropic Services for JPMorgan's Private Bank advising global clients on philanthropic efforts directed toward the environment, micro-credit, human rights, and venture philanthropy. Ms. Davidsen has held positions auditing the firm's international loan portfolio, managing the banking relationships of domestic financial institutions, and advising not-for-profits, law firms, and individual clients on their financial needs. In 1997, Ms. Davidsen took a leave-of-absence to facilitate a USAID job-creation loan program in Sarajevo, Bosnia. From 1988-1990, Ms. Davidsen was the Finance Manager of Women's World Banking, an international not-for-profit dedicated to providing women access to credit. Ms. Davidsen holds a B.A. in Mathematics from Brown University.
Top
|
| |
|
|
 |
|
Bart Jan Krouwel
MANAGING DIRECTOR OF CORPORATE AND SOCIAL RESPONSIBILITY
RABOBANK |
| |
|
|
Bart Jan Krouwel is working for Rabobank Nederland since August 1st, 1996. His present function is Managing Director Corporate Social Responsibility of the Rabobank Group. He is also Deputy General Manager.
He started his career in the banking world (1964) and was among others co-founder and first managing director of the Triodos Bank (1980-1986).
Between 1986 and 1996 he worked seven years as general manager of a multi-functional (mainstream, anthroposophical, alternative) medical centre and for three years as managing director of a joint-venture of several foundations in the area of (international) environmental care, healthcare, humanitarian aid and peace initiatives.
Top
|
|
|
|
 |
|
Alan Brown
GROUP CHIEF INVESTMENT OFFICER
SCHRODERS |
| |
|
|
Joined Schroders in 2005 and is a Director of Schroders plc.
In 1995 Alan joined State Street Global Advisors, initially as Managing Director of the London office, and later as Group Chief Investment Officer and Vice Chairman of SSgA, and Executive Vice President of State Street Corporation. He joined Posthorn Global Asset Management in 1984 as Head of Fixed Income, moving to PanAgora Asset Management as Chief Investment Officer in 1989.
Investment career commenced in 1974 upon joining Morgan Grenfell as an equity analyst before moving to New York to go through the JP Morgan Commercial Bank Management Program. He returned to London becoming an International Fixed Income Fund Manager, eventually moving up to Director of Investments responsible for all Fixed Income.
Member of the Group Management Committee. Externally he is Chairman and Treasurer of the CERGE-EI US Foundation (Centre for Economic Research and Graduate Education – Economics Institute), CFA Advisory Council for Market Integrity, MSCI Barra Editorial Advisory Board and Carbon Disclosure Project Advisory Board.
BA, MA in Natural Science (Physics), Cambridge.
Top
|
|
|
|
 |
|
Rory Sullivan
HEAD OF INVESTOR RESPONSIBILITY
INSIGHT INVESTMENT, THE ASSET MANAGEMENT ARM OF HBOS PLC |
| |
|
|
Dr Rory Sullivan joined Insight Investment’s Investor Responsibility team in October 2002. In 2006 he became Head of Investor Responsibility and is responsible for leading the team’s research and engagement activities on social, ethical and environmental issues, with a particular focus on investment research relating to climate change. He has authored a number of major reports on the investment implications of climate change, including ‘The Climate Change Disclosures of European Electricity Utilities’, ‘Climate Change Policy and the Electricity Industry’(published by Chatham House) and ‘Climate Change Disclosure Standards and Initiatives: Have they Added Value for Investors’.
He is also a member of the Steering Committee of the Institutional Investors Group on Climate Change (IIGCC). He is the author of the recent IIGCC report ‘Managing Investments in a Changing Climate’ and led the drafting of the IIGCC Investor Statement on Climate Change.
His previous experience includes advising organisations in Australia, South East Asia, Africa and Europe on greenhouse, energy and environmental management issues, and advising Environment Australia and the OECD on the development and implementation of pollutant release and transfer registers.
Rory is an internationally recognised expert on climate change, having written over 200 articles, book chapters and papers on climate change, energy policy and investment issues. He is the author/editor of five books on these issues, including Rethinking Voluntary Approaches in Environmental Policy (2005) – focusing specifically on climate change - and Responsible Investment (editor with Craig Mackenzie, 2006).
Top
|
|
|
|
 |
|
Dr Paul Pritchard
CORPORATE RESPONSIBILITY MANAGER
ROYAL SUN ALLIANCE |
| |
|
|
Dr Paul Pritchard heads up the corporate responsibility function in Royal and SunAlliance, with a brief ranging from carbon neutrality and other internal impacts through to community affairs and new product development. He is an environmental risk specialist who is a registered Principal Environmental Auditor, Chartered Environmentalist and a Chartered Chemist. He studied chemistry and the environment followed by research into the behaviour of heavy metal contamination in the River Tyne. He initially worked at DTI looking at contaminated land and water followed by a range of roles in environmental consultancy before joining Royal & SunAlliance as an environmental specialist in 1997. Following a period working in the Group Corporate Centre he joined the UK business in February 2006.
Top
|
|
|
|
 |
|
James Stacey
HEAD OF SUSTAINABILITY
STANDARD CHARTERED BANK |
| |
|
|
James Stacey joined Standard Chartered in December 2006 with over 15 years sustainability experience. He is Head of Sustainable Business, responsible for integrating environment and social issues into all aspects of the Bank’s operations. This includes the Bank's response to climate change, sustainable lending and sustainable finance. He joined from ERM, a leading international environment and sustainability consultancy where he was a Partner. Prior to joining ERM, James headed KPMG’s Sustainability practice. Prior to Standard Chartered, James provided environment and sustainability related strategy, implementation, assurance and merger and acquisition advisory services to corporate, private equity and debt finance clients throughout his career.
Top
|
|
|
|
 |
|
Alexandra Gibbons
HEAD OF PERSONAL BANKING
TRIODOS BANK |
| |
|
|
Alexandra Gibbons is Triodos Bank's Head of Personal Banking, with responsibility for customer services, sales and marketing. Prior to joining Triodos, Alex was a Senior Risk Manager at HBOS with particular responsibility for the Financial Services Authority's Treating Customers Fairly programme. Alex has over ten years' experience in the financial sector, including positions at Ernst & Young and Benfield Group.
Top
|
|
|
|
 |
|
Matthew Criddle
MANAGING DIRECTOR
NATURESAVE |
| |
|
|
Matthew Criddle has been working in the insurance industry for 23 years. He set up Naturesave as the founding director in 1994.
Naturesave is an ethical insurance company, which is often the opposite to what most people believe insurance to be, both in the origins of the product offered, and in the way it is marketed.
Matthew Criddle started the company 14 years ago having completed an MBA, the dissertation for which was on the “applicability of the concept of sustainable development within the insurance industry”.
Having worked within the insurance industry, up to that point, for 10 years, primarily at Lloyd’s of London, Matthew wanted to do something for himself and in doing so, make it worthwhile – something that mattered, and that could “make a difference”. In the late ‘80s he became more aware of global-warming and climate change, and what this could mean for us all, and future generations, if we just sat back and let it happen. He strongly believed that if you want to see change, you ultimately have to get involved. It’s a bit like having a vote – you can’t sincerely criticise a government if you didn’t even vote for anyone! And whilst he recycled household waste, used energy saving methods at home, travelled by train wherever possible, he wanted to work towards getting other people, and businesses, to look at the ways in which they too could save/recycle/conserve/preserve by adopting more environmentally-aware trading practices and lifestyles.
Naturesave is additionally ethical in the sense that it offers a good service for what is a necessary part of everyday life, together with contributions to specific environmental and conservationist projects, free environmental performance reviews for SME clients and lobbying within the insurance industry. On the wider stage Naturesave is striving to change the way the insurance industry works – currently by “mopping up” the effects of accidents, some of which are undoubtedly due to human-induced climate change. Naturesave’s primary objective is to use the insurance industry as a vehicle for sustainable development.
Criddle quotes “One of the realities of my job is that insurance is to most people, a necessity of everyday life. It’s something you’ve got to have”. Naturesave recognises the choice consumers have today and that people want and deserve a pleasant human service when they ring up for a quotation. Naturesave provides a helpful and respectful approach, and an insurance policy tailored to what that individual or business actually needs. Naturesave’s view is to look at the longer term perspective, to remind ourselves that despite all the everyday hassles and drawbacks (as well as the technological advantages!), what we are all working for, in the end, is a cleaner environment.
Over the past 14 years Naturesave has funded a broad variety of projects throughout the UK from water voles & otters, to renewable energy and recycling projects. Additionally Naturesave has assisted many businesses and organisations in becoming more environmentally aware in their trading practices through its environmental performance reviews.
Naturesave enjoys connecting with like-minded individuals to change the way we work to improve our environment – many of Naturesave’s commercial clients are also “green” but increasingly it is attracting firms who have not yet had time to consider the commercial mechanics of sustainable development and represent a growing eco-curious sector of the market.
For further details on the company’s activities see www.naturesave.co.uk
Top
|
|
|
|
 |
|
Mark Robertson
PARTNERSHIPS DIRECTOR
EIRIS |
| |
|
|
Mark Robertson is Communications and Development Manager at Global Sustainable Investment Specialists EIRIS, with responsibility for the key initiatives to promote the growth of socially responsible investment and build capacity amongst retail investors. Currently, this includes the launch of a new guide to ethical retail funds and the development of the UK's first one-stop-shop consumer website on ethical money.
Before joining EIRIS, Mark worked as research manager for an Investor Relations consultancy. Prior to that he worked as a Sustainable Development Officer at the London Borough of Ealing.
Top
|
|
|
|
 |
|
Andrew McMillan
MANAGING DIRECTOR
THE GREEN INSURANCE COMPANY |
| |
|
|
Andrew McMillan is Managing Director of The Green Insurance Company, a new insurance provider who aims to make it easier for people to be green. He has worked in the general insurance industry for over 12 years in a variety of roles, his previous role was as Marketing Manager for Kwik-Fit Financial Services. The green issue is important to him as a parent and a concerned individual, his aim is to lead a greener lifestyle and to encourage others to do the same.
Top
|
|
|
|
 |
|
Phil Denman
MANAGING DIRECTOR
CLIMATESURE |
| |
|
|
16 years in the UK personal lines insurance sector covering marketing, underwriting and broking disciplines.
1996-2000 Underwriting Director for Primary Underwriting - one of the founding business units of the Primary Group.
2000-2005 Associate Director for Monument UK Ltd - the London Market broking division of the Primary Group; responsible for their high volume schemes division, Phil sourced and delivered solutions for some of the largest brand names in the UK travel medical insurance arena.
2005 Established Healix Insurance Services, as a wholesale accident and health insurance intermediary specialising in fully delegated underwriting authority contracts in the UK and Europe. Sitting as a subset of this business is Climatesure, the UK's first personal lines brand to promote the integrated carbon offsets within a insurance product range. Both these businesses are part of the Healix Group; a specialist medical consultancy and service provider to the international medical insurance market.
Top
|
|
|
|
 |
|
Jen Morgan
SUSTAINABLE BUSINESS MANAGER
WWF-UK |
| |
|
|
Jen Morgan is a Sustainable Business Manager, in the Sustainable Business Unit of WWF-UK. Jen leads WWF’s work on transformational change within the banking and finance system. This work is of importance to WWF-UK as well as the wider WWF global network.
Before joining WWF, Jen worked in commercial roles for British Airways and The Body Shop both in the US and the UK. Jen holds a BBA in International Business and an MSC in Business Practice and Responsibility. Jen is interested in systems and networks as a lever for change in business.
Top
|
|
|
|
 |
|
Dr Caroline Oats
RESEARCHER ON TYPOLOGY OF GREEN CONSUMERS
SHEFFIELD UNIVERSITY |
| |
|
|
Dr Caroline Oates is Lecturer in Marketing at the University of Sheffield Management School. She has a PhD, an MSc in Marketing Management and a BA (Hons) First Class in Social Policy. One of her main research interests is environmental marketing and she has published widely in this area. She has recently completed an ESRC-funded project on decision-making for sustainable technologies with colleagues from Leeds University and Robert Gordon University. Caroline's current research is focused on the different ways that consumers can approach environmental behaviour across different product and service sectors.
Top
|
|
|
|
 |
|
Penny Shepherd MBE
CHIEF EXECUTIVE
UK SOCIAL INVESTMENT FORUM |
| |
|
|
Penny Shepherd is Chief Executive of the UK Social Investment Forum (UKSIF), the membership network for sustainable and responsible financial services. She is also a board member of the European Social Investment Forum (Eurosif), which she co-founded in 2001. From 2002-2007, she was a member of the Mayor of London’s London Sustainable Development Commission.
Penny is regarded as a leading commentator and influencer on sustainable and responsible financial services. Her leadership was recognised in the Queen’s Birthday Honours List in June 2000 with an MBE for “services to sustainable economic development and socially responsible investment”.
She first joined UKSIF in 1997 as Executive Director and returned in 2005 after serving as the first Chief Executive of the London Sustainability Exchange, the cross-sectoral organisation created to help make London the most sustainable world city. Prior to that, she was responsible for new business development at Business in the Community, the corporate social responsibility charity. Penny started her career in IT and business consultancy at IBM.
UKSIF promotes responsible investment and other forms of finance that support sustainable economic development, enhance quality of life and safeguard the environment. It also seeks to ensure that individual and institutional investors can reflect their values in their investments.
The Forum was launched in 1991 to bring together the different strands of sustainable and responsible financial services within the UK and to act as a focus and voice for the industry. UKSIF’s membership includes asset managers, investment banks, major clearing banks, pension funds, investment consultants, financial advisers, socially responsible investment (SRI) research providers and non-governmental organisations.
Top
|
|
|
|
 |
|
Garry Charnock
DIRECTOR OF CARBON MANAGEMENT
RSK GROUP |
| |
|
|
Garry Charnock’s day job is Director of Carbon Management for the RSK Group but he is also the instigator of the Ashton Hayes Going Carbon Neutral Project - a community-led initiative that is trying to help this small Cheshire community to become England's first carbon neutral village. The project has attracted widespread support from the local community, businesses and Government. The village now has links with over 50 like-minded communities around the globe and has featured in the Live Earth rock concert, the Financial Times and TV, radio and news media worldwide. The project recently won the IVCA Clarion Award for Climate Change Communications.
Top
|
|
|
| Global Sustainable Financial Products Summit announced . . More |
Kelvin Collins, Head Of Brand Management, Co-operative Financial
Services
Amy Davidsen, Director of Environment, JP Morgan Chase
Bart Jan Krouwel,
Managing Director of Environment and
Innovation, Rabobank
John Shaw, UK Consumer Product Manager, HSBC
Richard Cooper, Head of Corporate Responsibility, Lloyds TSB
Alan Brown, Chief Investment Officer, Schroeders
Rory Sullivan, Head of Investor Responsibility, Insight Investment
Dr Paul Pritchard,
Corporate Responsibility Manager, Royal Sun Alliance
James Stacey, Head of Sustainable Business, Standard Chartered Bank
Alexandra Gibbons, Head
of Personal Banking,
Triodos Bank
Matthew Criddle, Managing Director, NatureSave
Mark Robertson, Partnerships Director, EIRIS
Andrew McMillan,
Managing Director, The Green Insurance Company
Phil Denman, Managing Director, ClimateSure
Fiona Ball, Director of Environment, BSKYB
Jennifer Morgan, Director Climate Change Program, WWF
Dr Caroline Oats, Researcher on Typology of Green Consumers,
Sheffield University
Penny Shepherd, Chief Executive, UK Social Investment Forum
Garry Charnock, Director of Carbon Management, RSK Group
|
|
