international conference london, england, united kingdom · 30th annual international business...

London, England,United Kingdom

International Conference

215 Park Avenue South | Suite 1712 | New York, NY 10003Tel: (212) 533-2141 | FWA.org

30th Annual International Business Conference: London

FWA DELEGATES

Stephanie Lynn Ackler, CFAManaging Director – Investments,

Senior PIM Portfolio ManagerAckler Wealth Management of

Wells Fargo Advisors, LLC

Maureen Emmert AdolfSenior Vice President of

Government RelationsNelson Brown & Co.

Barbara AlbomAttorney

Rosemarie A. BonelliManaging DirectorRJP Associates, Inc.

Peggy DeckerPrincipal KnowledgeSources Consulting

Susan DonnellanDirector, Associate General Counsel -

Corporate LawTIAA-CREF Financial Service

Linda P. DruckerAssociate General CounselCharles Schwab & Co.

Karen M. ElinskiSenior Vice President, General

Counsel and Head of Government Relations

TIAA-CREF

F. Brenda GriebertDirector, Government Market/

Institutional RelationshipsTIAA-CREF

Taylor HanexSenior Vice-President – Wealth

Management, Senior Financial Advisor

Merrill Lynch

Joann Heffernan HeisenJohnson & Johnson (Retired)

Anne HennessyVice President and Senior

Philanthropic Relationship ManagerU.S. Trust

Eileen IsolaDirector – Ethics and ComplianceBNP Paribas

Susan N. Isquith Director of Credit Risk ManagementFederal Home Loan Bank of New York

Yael IsraelProject Management Professional

Alice T. KanePartnerDuane Morris LLP

Deborah H. KayeAttorney

Riva F. KinstlickPrudential Financial (Retired)

Joan E. Lappin CFAChairman and Chief Investment OfficerGramercy Capital Mgt. Corp.

Starlin LeitnerPresidentSapphire Global Advisors

Maureen W. McCarthyPrincipalLaw Offices of M.W. McCarthy

Lisa M. MezzettiRetired Attorney

Susan MigliaccioDirector, Forensic ServicesPricewaterhouseCoopers LLP

Rainey MillerFirst Vice-President – Wealth Management

Senior Portfolio ManagerThe Stone-Miller GroupUBS Financial Services, Inc.

Patricia G. MorrillPresident Morrill Associates, Inc.

Kalinka H. Moudrova-RothmanConsulting AttorneyGoldman Sachs & Co.

Christiane OlsenManaging Director,

Senior Portfolio ManagerUBS Financial Services, Inc.

Barbara RenoIndependent DirectorStewart Investments

Edward I. RiegelhauptPresident Taconic Consultants

S. Jane Rose PrincipalRose Law Firm

Cynthia R. ShossPartnerSutherland Asbill & Brennan LLP

Patricia SprossSenior PrincipalPromontory Financial Group

Vanessa Van BruntDirectorWells Fargo

Grace VandecruzeManaging Director Grace Global Capital LLC

Simone VinocourManaging Director, Consumer &

Retail Team, Corporate BankingRBC Capital Markets

Holly B. WallaceManaging Director,

Senior Financial AdvisorMerrill Lynch Wealth Management

Mee Warren, CFA CAIAHead of Americas Equities Trading,

Senior Vice PresidentTwo Sigma Investments

Lee F. WoodPrudential Financial (Retired)

Martha WoodRegional Vice President and

Associate General CounselTIAA-CREF

Janet S. ZagorinChief Client Service OfficerSidley Austin LLP

FWA General Session Delegate Steven SchrenzelRegional Director for North America,

CEO of New York OfficeTaplow Executive Search

Front Cover: The Tower Bridge; photo credit LN Buddenhagen

1

CONFERENCE HIGHLIGHTS

The panel of speakers on “The Future of Corporate Reporting”

London’s traffic!!


Stephanie Sfakianos of BMP Paribas spoke on Green Bonds and their impact on markets and investors

The Delegates said that the best part of the Conference was:

“The opportunity to travel to a foreign country and [have] high-level access to international speakers about current topical issues, along with the opportunity to network and make friends with a group of accomplished and interesting women…”

“The delegates, the locations, the awesome itinerary and speakers…”

Left: Keynote speaker Deputy Chief of Mission for the United States Embassy in London, Elizabeth L. Dibble, with FWA President Maureen Adolf


Top: The FWA International Business Conference Delegation

Left: Inga Beale, Chief Executive Officer of Lloyd’s of London, was one of our keynote speakers

Bottom: The panelists of our session on “Partnering for Societal Good” accepted their certificates of appreciation from FWA President Maureen Adolf and the Co-Chairs of the Conference, Lee Wood and Rosemarie Bonelli


Special thanks go to the following FWA members and committees, who generously donated their time and resources to the support and planning of the International Business Conference.

President, FWAMaureen E. Adolf, Nelson Brown & Co.

International Business Conference Co-ChairsRosemarie A. Bonnelli, RJP Associates, Inc.Lee F. Wood, Prudential Financial (Retired)

International Business Conference CommitteeMaureen E. Adolf, Nelson Brown & Co.Karen M. Elinski, TIAA-CREFF. Brenda Griebert, TIAA-CREFRiva F. Kinstlick, Prudential Financial (Retired)Ichun Lai, ConsultantStarlin Leitner, Sapphire Global AdvisorsLisa M. Mezzetti, Retired AttorneyKatherine Smith, Delta Air LinesAnnette Stewart, HSBCSimone Vinocour, RBC Capital MarketsNelun de S. Wijeyratne, ConsultantMartha Wood, TIAA-CREFJanet S. Zagorin, Sidley Austin LLP

Briefing Book Coordination, Drafting and GraphicsLisa Buddenhagen, FWA of New York, Inc.Lisa M. Mezzetti, Retired Attorney

FWA Executive DirectorJennifer Openshaw, FWA of New York, Inc.

FWA General Counsel and Assistant General CounselLinda Lerner, Crowell & Moring LLPDeborah H. Kaye, AttorneyCynthia R. Shoss, Sutherland Asbill & Brennan LLP

Marketing and Communications; Support to the Co-ChairsLisa Buddenhagen, FWA of New York, Inc.

London Events CoordinatorAnna Fox, London

Other FWA Members and Committees Marina Bykova, Maxima Solutions GmbH and Maxima Invest GmbHDiane D’ Erasmo, HSBCDonna La Spina, BNP ParibasInwha Huh, GE CapitalSteven N. Schrenzel, Taplow Executive Search

Global Agenda & Outreach Committee, with special thanks to Co-Chair Janet Zagorin, for their sponsorship of the “Night on Broadway: The Audience” in February 2015

Impact Investing Committee, with special thanks to Chair Nelun de S. Wijeyartne, and the Lenore C. Albom Microfinance Giving Program

President's Circle/Corporate Sponsorships Committee, with special thanks to Chair Lily Klebanoff Blake


SPONSORSSpecial thanks go to the following firms and organizations for their generous contributions to the success of the International Business Conference.

CONTRIBUTORS


Delegates enjoy the reception at the U.S. Embassy


The new, and beautiful, London skyline

The panel on “Women in Leadership in UK: Business and Government” included Dame Fiona Woolf (third from left), the Lord Mayor of London (2013/14)

DISTINGUISHED SPEAKERS

Stephanie Lynn Ackler, CFAManaging Director – Investments,

Senior PIM Portfolio ManagerAckler Wealth Management of

Wells Fargo Advisors, LLC

Maureen Emmert AdolfSenior Vice President of

Government RelationsNelson Brown & Co.

Chris AllenManaging DirectorBarclays

Kate AndersonClient Executive, InsuranceBNY Mellon

Inga BealeChief Executive OfficerLloyd’s of London

Ilaria del BeatoChief Executive OfficerGE Capital UK

Lisa BeauvilainDirector, Head of Sustainability

and ESGImpax Asset Management Group plc

Rosemarie A. BonelliManaging Director RJP Associates, Inc.

Tamara BoxGlobal Chair, Financial Industry

GroupReed Smith

Holly J. GregoryCo-Chair, Corporate Governance and

Executive Compensation PracticeSidley Austin LLP

F. Brenda GriebertDirector, Government Market/

Institutional RelationshipsTIAA-CREF

Emily Haisley, PhDVice President, Behavioural FinanceBarclays

Joanne HannafordGlobal Co-Head of the Enterprise

Platforms Team, Global Head of Technology

Goldman Sachs

Michael HarrisonAssociate General CounselDeutsche Bank

Fiona HathornManaging DirectorWomen on Boards UK

Sarah HaywoodChief Operating OfficerMedCity

Kevan HigginsPolitical OfficerUnited States Embassy, London

Eileen IsolaDirector – Ethics and ComplianceBNP Paribas

Bess JoffeManaging Director of Corporate

GovernanceTIAA-CREF

Vinay KapoorUK Head of Diversity & InclusionBNP Paribas

Samantha LambInvestment DirectorStandard Life Investments

Paul LeeHead of Corporate GovernanceAberdeen Asset Management

Marina BykovaChief Executive OfficerMaxima Invest GmbH and Managing PartnerMaxima Solutions GmbH

Robert CarolinaExecutive Director, Institute for

Cyber Security InnovationRoyal Halloway, University of London

Natasha ClarkeManaging PartnerSThree PLC

Michael ColaoHead of SecurityAXA UK

Michelle DaisleyPartnerOliver Wyman

Elizabeth L. DibbleDeputy Chief of MissionUnited States Embassy, London

Rowan DouglasHead of Capital, Science and Policy

Practice and Chairman of Willis Research Network

Willis Group Holdings

Karen M. ElinskiSenior Vice President, General

Counsel and Head of Government Relations

TIAA-CREF

Finella FogartyCo-Chair, Business Restructuring

Team DWF LLP

Nicholas GodfreyHead of EMEA Technology RiskGoldman Sachs

Dr. Ana Gonzalez-PelaezFellowUniversity of Cambridge Institute for

Sustainability Leadership

Lisa GordonDirector, Institutional Client

ManagementRBC Capital Markets, London andCo-ChairRwomen-UK


Speaker Lisa Beauvilain of ImpaxAsset Management Group plc (left), with moderator Stephanie Ackler, discussed sustainable investing

DISTINGUISHED SPEAKERSStephanie SfakianosHead, Sustainable Capital Markets/Green

BondsRBC Capital Markets, London

Sevi SimaviChief Executive OfficerCherie Blair Foundation for Women

Ileana SodaniChief Relationship OfficerPershing Limited, an affiliate of Pershing,

a BNY Mellon Company

Sean SmithEconomic OfficerUnited States Embassy, London

Rachpal K. ThindPartnerSidley Austin LLP

Paul TraynorManaging Director, Head of

Insurance InternationalBNY Mellon

Paul TurnerSustainable Business DirectorLloyds Banking Group

Simone VinocourManaging Director, Consumer & Retail

Team, Corporate BankingRBC Capital Markets

Kelly LylesChief Executive, Insurance Global

Professional OperationsXL Group

Stephanie MaierHead of Responsible Investment

Strategy & ResearchAviva Investors

Giada MazzoniSenior Director of Foreign ExchangeRBC Capital Markets

Cheryl MillsBusiness Executive, Global Strategic

ClientsPershing Limited, an affiliate of Pershing,

a BNY Mellon Company

Dan Morris, CFAManaging Director and Global

Investment StrategistTIAA-CREF

Birgit NeuManaging DirectorNeuchange

Mary O’ConnorGlobal Head of Financial InstitutionsWillis Group Holdings

Sabbir PatelSenior Vice President, Emerging

MarketsInternational Cooperative and Mutual

Insurance Federation

George PetrowCo-Chair, Global Finance Practice and

Managing Partner of the European Region

Sidley Austin LLP

Damian ReganDirector, Head of Financial Services

Sustainability Assurance PracticePwC UK

Melanie RichardsVice Chairman and Member of the

BoardKPMG UK

Sarah RotheramChief Executive OfficerAspinal of London

Peter SchaffrikHead of UK and European Rates and

Economics ResearchBNP Paribas

Julie WallaceHead of Sustainability, Strategy &

Community InvestmentStandard Chartered

Dr. Esther WandelManager, Asset Management and

Fund Policy TeamFinancial Conduct Authority

Chris WatlingCEO and Chief Market StrategistLongview Economics

Roulla WilliamsChief Technology Officer, Global Client

Group, Client Experience and DataAWM Deutsche Bank

Christianna Wood, CFA, CAIAChairman of the Board of DirectorsGlobal Reporting Initiative

Lee F. WoodPrudential Financial (Retired)

Dame Fiona WoolfLord Mayor of London 2013/14 andEnergy and Infrastructure LawyerCMS Cameron McKenna

Janet S. ZagorinChief Client Service OfficerSidley Austin LLP


Sarah Rotheram, Chief Executive Officer of Aspinal of London (far left), spoke to and hosted a reception for the Delegation

international conference london, england, united kingdom · 30th annual international business...

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