GPFO European Association Conference 2021

Philippa "Pippa" Malmgren is a technology entrepreneur and economist. She served as Special Assistant to the President of the United States, George W. Bush, for Economic Policy on the National Economic Council and is a former member of the U.S. President's Working Group on Financial Markets and The President’s Working Group on Corporate Governance. She obtained her Ph.D. from the London School of Economics in 1991 and was the Commencement Speaker at LSE in 2013 and 2016. She is a partner of The Monaco Foundry, a startup accelerator. Dr. Malmgren is the author of Geopolitics for Investors, Signals: How Everyday Signs Help Us Navigate the World’s Turbulent Economy, The Leadership Lab(winner of the 2019 Business Book of the Year Award) and The Infinite Leader(winner of the 2021 International Press Award for Best Book on Leadership).

Peter Wall retired from the British Army after a 40 year career and was its Chief from 2010-2014. He joined the Royal Engineers from Sandhurst in 1974 and read engineering at the University of Cambridge. He has served all over the world, including operational command tours in the Balkans, Iraq, and Afghanistan. Peter is now Director of Amicus, which specialises in imparting military and commercial leadership expertise, with emphasis on strategic planning and execution, leadership development, and organisational health. Peter is a director of General Dynamics, and President of Combat Stress, the veterans’ mental health charity.

Sir Michael Fallon is chairman of Aberdeen Standard Investcorp Infrastructure Partners, deputy chairman of Genel Energy PLC, and a former Secretary of State for Defence (2014-17). First elected to Parliament in 1983. Sir Michael served as a Minister in four Conservative governments. He was Schools Minister under Margaret Thatcher and John Major; Business and Energy Minister under David Cameron, and Defence Secretary for both David Cameron and Theresa May. As Minister for Business Sir Michael had responsibility for the aerospace, automotive, chemical and steel industries. As Minister for Energy he had responsibility for nuclear, oil, gas, electricity and renewables. As Defence Secretary Sir Michael had overall responsibility for the armed forces and led the British contribution to the counter-Daesh campaign in Iraq and Syria. Sir Michael writes and broadcasts on security and foreign affairs. He is a UK Member of the Indo-Pacific Commission, and a member of the Advisory Council of the Centre for Policy Studies. Previously Sir Michael has been a director of several companies with entrepreneur Duncan Bannatyne, and a non-executive director of Tullett Prebon PLC. He is also chairman of Avanton Ltd (property development) and a consultant to other companies.

Michael Azlen is a senior investment professional with 25 years of experience including the founding, growth and sale of a regulated investment management business. Since 2017, Michael has been focused on climate change research and investment strategies that will have a positive impact on climate change. Mr. Azlen has been a guest lecturer on the Masters degree program at London Business School for 16 years and now teaches a segment on the impact of Climate Change on the investment management industry. Michael is passionate about market based solutions for addressing climate change at the scale and within the time frame required.

Jens has been part of Mirova/Ostrum AM since 2013. Previously Head of Environmental Equities at Kleinwort Benson Investors, Jens Peers is a thematic investment expert with 22 years of experience. At Kleinwort, he developed and managed several thematic strategies (demographic and environmental), including water, agribusiness, and clean tech. Jens joined Mirova in 2013 as CIO Sustainable Equities and has been portfolio manager on the Global Sustainable Equity strategy since its launch in 2013. Jens has considerable international experience and has extensive knowledge of consultants’ and clients’ needs. He is a frequent speaker at international conferences on environmental, water, and agricultural themes. Jens holds a master’s degree in Applied Economics from the University of Antwerp, Belgium. He is also a CFA® Charterholder and is a certified CEFA.

Frank Tobé is co-founder of Supernova - which empowers millennials to personalise and navigate sustainable investing - and board member at DOB Equity - a leading impact investor in Eastern Africa. He grew up in an entrepreneurial Dutch family and from a young age was instilled with a curiosity about the (dis)connections between money and the real world, business and doing good. Frank is passionate about wildlife conservation, co-founded and served on the board of DOB Ecology and is a contributing member of Horizons, a network for (U)HNW millennial investors. He's taking steps to spend the rest of his life in a light aircraft over Africa. He's married and lives in London, which complicates things.

Julia is an internationally recognized impact investment expert and a trusted advisor to some of the leading global families of wealth. With 20+ years of hands-on experience in sustainable/impact finance, Julia has facilitated development and implementation of a broad range of impact-generating investment programs for private, institutional, and sovereign investors. Julia is the founder of JBJ Consult and of KATALYST, the author of two impact investment guides for Family Offices, and an award-winning lecturer at major business schools and universities. She is a frequent speaker and moderator at industry forums, and a member of the (advisory) Boards of SIFEM (Development Finance Institution of Switzerland ), Unilever, FORE, and toniic 100.

Richard Kellam brings to DCM over 35 years of experience in general management, customer development, and marketing communications. With a resume that reads like a who’s who of major brands, his previous roles include CEO of Advantage Group International, a leading consulting and business development firm; Chief Global Customer Officer at Mars Inc.; VP Marketing at Molson; and SVP Global Sales and Marketing + Leader of Emerging Markets at Goodyear. His earlier career experience includes Wrigley, Robin Hood, and Playtex. While at Goodyear he was ranked 35 among the U.S.’ top 250 CMOs. Richard holds a BA from Western University.

Mr. Moreau is a seasoned business professional in the life sciences sector with a strong background in biotechnology research, business development and a deep expertise in the capital markets. Mr. Moreau was previously President & CEO and Director of a publicly traded company focussed on the research & development of screening tests for prostate cancer, skin cholesterol and type 2 diabetes. He has raised in excess of $40 million from the capital markets and has over 30 years of senior management experience in private & publicly traded company environments.

As the founder and Managing Partner of XPV Water Partners, one of the leading largest private investors in water-related companies, David Henderson is a thought leader and sought-after advisor, speaker, and expert contributor in the area of water innovation, policy and investing. Prior to XPV, David was Vice President with the private merchant bank Kinghaven Capital Corporation (now VRG Capital). David attended Ryerson University’s School of Business, specializing in the Entrepreneurship and Enterprise Development program. He is a recipient of Canada’s Top 40 Under 40 Award and a member of the Young President’s Organization (YPO).

Taz heads up the Wates Family Office, a 4th Generation Enterprise with its heritage in Construction and Real Estate. Alongside his day to day management role, Taz is very much focussed on portfolio management, tax and legal oversight, implementing wealth diversification strategies and planning for Next Generation transition. Prior to joining the Wates Family Office, Taz spent 20 years in global Finance, Management Consulting and Investing roles with Unilever, Accenture, Fidelity's proprietary investment arm at Eight Roads and was most recently CFO at Look Ahead.

Martin Stadler is the CEO of Altoo AG. Having previously worked at UBS AG, he has over 20 years of international wealth management experience in various roles, advising UHNW clients and family offices out of St. Gallen, Singapore and Zurich.

Nic joined JTC in 2021 as UK Head of JTC Private Office. She has responsibility for the strategic development and performance of the UK’s holistic family office services. Nic has extensive experience in bringing broad and bespoke fiscal governance to high net worth individuals and families spanning the globe. Nic has particular expertise in luxury assets, and as a chartered tax adviser, she understands the increasingly complex demands of global taxation.

Joachim Klement is head of investment strategy at Liberum Capital. Throughout his professional career, Joachim focused on asset allocation, economics, equities and alternative investments. Joachim studied mathematics and physics at the Swiss Federal Institute of Technology (ETH) in Zurich, Switzerland and graduated with a master’s degree in mathematics and business administration at the Universities of Zurich and Hagen, Germany, graduating with a master’s degree in economics and finance. During his career in the financial services industry, Joachim worked as investment strategist in a Swiss private bank and as Chief Investment Officer for Wellershoff & Partners, an independent consulting company for family offices and institutional investors.