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I'm the founder of Champion 3D, a small but fast growing 3D print studio in London. I'm very interested in the growth of local manufacturing and additive manufacturing technologies. Previously, I founded Babelverse which took me on quite an entrepreneurial journey around the world from Chile to Japan, but that's another story. I am sure you would love to hear about the ups and downs of that startup.
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Ed is a highly experienced improvement leader working across finance & legal sectors, with particular emphasis on business strategy, process re-engineering, operational excellence, business analysis and customer experience. Ed has successfully delivered reams of improvement projects, developed and led change teams and is a company founder. Particular expertise is around: Leadership, strategic management and direction setting capability Change management Customer experience & insights analysis User centred service design Operations Management Lean / Sigma Black Belt (professional services) Change management & stakeholder engagement Customer Journey Mapping Business Process Model & Notation & Universal Process Notation Innovation Business analysis
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Speak about investments, personal finance and private wealth management for both professional and retail audiences. LinkedIn TopVoice and PowerProfile for Finance. More than 20 years experience in financial services, mostly setting up online tools for investment research and consulting for the wealth management industry. Set up and led the wealth management segment for Mercer’s Investment Consulting business, based in Australia and Singapore. Also led a number of projects in India including design of the investment options for the New Pension System (NPS).
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Vineet is a seasoned financial services professional, with three decades of experience across wealth management- buy and sell side, banking- private client and retail banking, and insurance- pensions and life. He has a distinguished track-record in driving sustainable business growth, spearheading strategic transformation, and establishing effective business governance regimes, at country, regional and global levels. Vineet has held roles with HSBC, ANZ and ING, and Citibank, both in direct and matrix settings. Vineet was formerly global head of wealth advisory, HSBC; regional head of wealth management, ANZ; country CEO of investment management, ING; and Asia head of consumer investments, Citibank. Vineet currently leads the wealth management practice for a management consulting boutique, offering M&A, Strategy & Digital advisory services to financial institutions, across Asia. He writes and speaks extensively and is a thought leader in wealth management, on matters such as behavioural finance, robo-advisory, risk culture, sales management, customer engagement, product design and business strategy. Vineet is a CFA charter holder, with an MBA and a degree in Engineering. A Singapore national, he is a member of the Singapore Institute of Directors, CFA Society Singapore, and CFA Institute, USA.
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TEN related topics define my professional interests: 1. Macro Investing: How has it fundamentally changed? 2. Emerging Markets: Same-same but different - how do we cluster them & foster south-south flows? 3. Risk Management or Resilience: how do we frame this? "I'm OK, You're OK" versus systemic/endogenous risk. 4. Capital and Currency Markets + Financial Regulation & Policy: what's the interplay here? 5. Monetary policy: Please get off the stage and let others do some work. 6. Bank Management, Business-model transformations: "Ask not what needs to be done; ask why is it that what needs to be done, does not get done". 7. Securitizing Infrastructure finance: saviour of the pension puzzle? 8. Inclusive Finance, Impact Investing: the mainstream needs it more than it needs the mainstream? 9. Constructive conflict and Diversity: True diversity, not the cosmetic kind. And let's fight more. 10. Non-executive governance: challenge & influence without command-and-control. --- Governor, Investment Committee member, Board of Systemic Risk Centre, Visiting Professor-in-Practice (CIS) at LSE. Adjunct Professor at the National University of Singapore (Risk Management Institute), World Economic Forum Global Agenda Council (Financing) & Young Global Leader. Bretton Woods Committee and FT Non-Exec Directors’ club. Former MD & Global Head of Emerging Markets (FX, Rates & Credit) at UBS Investment bank. Former board member of CFA Singapore. British-Bangladeshi, married to a Singaporean – two boys.
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In 2018, Mr. Boersma joined with 4 seasoned professionals to form ZiAsset Consulting. Based in Shanghai, Hong Kong, Switzerland, and the US, ZiAsset Consulting provides strategic business consulting and customized technology solutions to serve the Chinese and international Investment Management, Wealth Management, Pension and Securities Services community. Mr. Boersma founded Basis Point Solutions (BPS) in 2017 and offers consulting, training, and subject matter expertise on investment performance, the Global Investment Performance Standards (GIPS®), the CFA Institute Asset Manager Code (AMC), and business ethics. BPS offers services to investment management companies and asset owners. Previously, Mr. Boersma served as the Executive Director of the GIPS standards and Head of Professional Standards at CFA Institute. He was responsible for the oversight of all aspects of the CFA Institute Professional Standards, including the CFA Institute Code of Ethics and Standards of Professional Conduct, the GIPS standards, the Asset Manager Code of Professional Conduct, and the Pension Trustee Code. His responsibilities included managing a global team of senior investment professionals and volunteers and managing the creation of solutions and practices to improve the integrity and ethical practices within the financial services industry. Mr. Boersma is a frequent speaker on ethics in the investment industry, is often quoted in the financial press, and has appeared on CNN, CNBC, ABC World News, and PBS. Mr. Boersma testified before the United States Senate Judiciary Committee on the need for independence between investment analysts, hedge funds, and corporate issuers. Mr. Boersma was the 2014 winner of the Portfolio Institutionell (www.portfolio-institutionell.de) Reader's Choice Award for Industry Achievement. Specialties: Ethical Conduct in the Investment Industry Conflicts of Interest Insider Trading Performance Measurement Asset Allocation Risk Investment Policy Portfolio Strategy Investment Manager Selection
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A seasoned and professional speaker and facilitator, Paul Donehue has made a life's study out of working with and motivating people. In his highly interactive style, he shares unique stories of perseverance and success, presenting new ideas in a positive way that inspires listeners to adopt fresh perspectives and an optimistic spirit of self-improvement. Each presentation is tailored to best-fit each client organization's interests and goals, and to include just the right amount of humor, anecdotes, relevant examples and supporting data. This customized approach brings about high-levels of understanding and buy-in, consistently providing audiences of all types in virtually every business sector with many practical ideas and take-aways. As President of Paul Charles & Associates, Paul consults with business owners and senior level managers to help establish and implement the most effective sales, business development, client retention, communication, engagement, and practice management strategies. He regularly conducts training and coaching programs, and has spoken at many corporate and association events. He is a Certified Engagement Practitioner (CEP) and a Founding Partner of the Engagement Agency, a member of the National Writer's Union, has served as an adjunct faculty member at NH Community College, and is Chairman of the Londonderry Housing & Redevelopment Authority; Paul is also on MakingTheNumbers.com's advisory board, and is a former director of the Smaller Business Association of New England (SBANE) and the Met Children's Museum, and is an active member of the Greater Manchester NH Chamber of Commerce.
$1,501 - $5,000
A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. After selling her company, Beyer turned her attention to philanthropy with the creation of the Principle Quest Foundation whose mission is women’s empowerment. Beyer's career spans 40+ years, first on Wall Street, and then as founder of the Institute for Private Investors [IPI] in 1992. A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. For two decades Beyer earned the trust of the 1500 UHNW investor members by protecting the safe harbor, education and community inside that very private membership organization. An Aresty Fellow of the Wharton School, Beyer continues to teach in Wharton’s Private Wealth Management program, a five-day residential curriculum she co-created with Wharton in 1999. Nearly 1000 UHNW investors have attended from 41 countries. Contributing a most original addition to the industry’s body of knowledge, in 2017 Beyer wrote Wealth Management Unwrapped Revised and Expanded. Instead of prescribing a one-size-fits-none solution, Beyer encourages investors with her own unique humor and straight talk to find their own GPS – discover if they might be better off being a do-it-yourself investor or should partner with a trusted financial advisor. Beyer then walks the reader through a series of steps to first find, and then work with a financial advisor, including the tricks of a ‘beauty contest,’ ten Principles of Principal, and benchmarks for measuring advice. A graduate of Hunter College, Beyer is the recipient of a Lifetime Achievement citation from Family Wealth Report for her 'tangible legacy [that] championed the interests of private investors,' and has been recognized by IWI® (formerly IMCA®) for key innovations and thought leadership with the J. Richard Joyner award. Upon retiring as CEO of IPI in 2012, Beyer founded the Principle Quest Foundation, a 501c3 foundation whose mission is to support innovative education and mentoring programs for women of all ages. Currently serving on the global association board of 100 Women in Finance and on the Ambassador Board of Institutional Investor's Journal of Wealth Management, Beyer continues to remain active in various industry groups, including the CFA Institute’s Security Analyst Seminar Board of Regents and the Women’s Initiative (WIN) Council of the CFP board. Her articles have appeared in industry publications over the years, and her most recent book describes key trends in the wealth management industry, including robo-advisors, the aging private client and ‘women with wallets.’
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When I learned to meditate in 1996, my intuition switched on like a searchlight. This enabled me to become an executive search consultant with Heidrick & Struggles. In 2002 my colleagues and I founded Purkiss&Company. I'm the co-author of 'Brand You', which is published by Pearson and available in five languages. The new book is about letting go. It starts with mindfulness and ends with surrender / enlightenment. Education: economics degree (Cambridge University), MBA (INSEAD). Languages: French, German and Spanish.
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Joachim (PhD, MBA) is the founder of the Earth Resource Investment Group and advisor to the Earth Exploration Fund UI and the Earth Gold Fund UI. He is a geologist by training and worked for eleven years in the South African gold and platinum mining industry in operations and applied research. Following his occupation in the mining industry, he worked for six years in investment banking where he was rated best South African gold analyst (2001 and 2002). Before launching the ERIG funds in 2006, he co-founded the funds boutique, Craton Capital in 2003 and has since been in fund management and company analysis. He has a substantial network of high level contacts in the international mining and investment industries. He is a guest lecturer at the mining school in Freiberg/Germany and at the University of Münster/Germany where he teaches project valuation in the natural resources sector and economic geology.
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Tom is an Award-Winning Speaker and expert Presentation Trainer ready to educate, motivate, and entertain your audience members. Twice advancing to the World Stage of the World Championship of Public Speaking, Tom is a featured speaker at Toastmasters Leadership Institute, teaching leadership and presentation skills to the officers of Toastmasters International. Tom is available for Keynotes, Motivational Speeches, After Dinner Entertaining as well as Seminars, Panel Discussions, Breakouts, Workshops, and Specialized Presentations. Tom is also available to give uplifting and inspiring presentations to High School, College and Youth Audiences. Tom has over thirty years of progressive Executive Management experience in the Consumer Products Industry, with a wide-ranging expertise in the areas of Leadership, Presentation, Branding and Brand Management, Product Innovation and Development, Sales/Marketing, Licensing, and Sales & Marketing Management. Tom lives in Scottsdale, Arizona.
$5,001 - $10,000
François E. Aubert is a management consultant, speaker, trainer, person of trust and business coach. He is also a long time volunteer for several organisations and currently chairs Arfor, the largest Swiss association of training professionals. His consulting and training expertise comes from 35 years dealing with leaders, entrepreneurs, families and companies in over 50 countries, helping them improving their efficiency often in a multicultural and challenging business environment. He holds an MBA from the Heriot-Watt University in Edinburgh and is a Certified Financial Analyst and Portfolio Manager (CEFA), CAIA charter-holder, Chartered MSCI, Certified Trainer, Business Coach and Person of Trust. He is also trained as NLP trainer and accredited to use Belbin, Social Style and other highly recognised instruments. François is also a Fellow of the Institute of Leadership in the UK.
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