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Meet the speakers

Keynote Speaker

  • Geoff Mulgan

    Chief Executive

     

    Geoff Mulgan CBE is Chief Executive of Nesta, the UK's innovation foundation.  Between 1997 and 2004 Geoff had roles in the UK government including director of the Government's Strategy Unit and head of policy in the Prime Minister's office.   He has been a visiting professor at LSE, UCL and Melbourne University and senior visiting scholar at Harvard University, a regular lecturer at the China Executive Leadership Academy and president of the Innovation Design department of the Italian University of Design.   He became a World Economic Forum Schwab Fellow in September 2019.  He advises many governments around the world on issues of strategy, innovation and policy.  He is the co-founder of many organisations, including Demos, Action for Happiness, the Social Innovation Exchange and Uprising. His most recent book is ‘Big Mind: how collective intelligence can change our world’ (Princeton); other books include ‘The Art of Public Strategy’ (Oxford University Press) and ‘Good and Bad Power’ (Penguin).  His latest book is ‘Social Innovation: how societies find the power to change’ published by Policy Press in November 2019. His books have been translated into many languages.  Geoff’s twitter handle is @geoffmulgan

Speakers

  • Joe Abrams

    Joe Abrams

    Private Debt Specialist

     

    Joe is the Head of Private Debt, Europe, within Mercer Alternatives, based in London. He is responsible for private debt fund investments — sourcing, evaluating and monitoring private debt opportunities across Europe.

     

    Joe has been in the financial services industry since 2007, focusing on fixed income investments since 2012. He joined Mercer in 2010. Prior to moving into the private debt team in 2020, Joe led Mercer’s research efforts in absolute return fixed income and unconstrained bonds, and was a member of Mercer’s Strategic Research Group. He is a member of Mercer’s Solutions Group, Private Debt Investment Committee and Private Debt Rating Review Committee.

     

    Joe began his career as a broker for ADM Investor Services, where he spent two years broking a wide variety of equity, interest rate and FX derivatives. Following this, he spent a year as an equity analyst for an asset management firm based in Jersey working on an options-based equity strategy.

     

    Joe holds BA (honours) in management studies from Nottingham University, and an MSc in actuarial science from Cass Business School. He is also a CFA® charterholder, and a Fellow of the Institute and Faculty of Actuaries.

     

  • Rob Bailey

    Rob Bailey

    Director Marsh and McLennan Insights,
    Oliver Wyman Group

  • Fran Browne

    Fran Browne

    Senior Investment Consultant

    Based in Mercer’s London office, Fran has been with Mercer for seven years. Previously, she worked at another pensions consultancy.

     

    Fran is involved in delivering a broad array of investment advice to her clients, ranging in size from £50 million to £500 million. She supports her clients with advice on a variety of investment-related issues, including pensions risk management, asset allocation, investment manager selection, implementation and monitoring.

     

    Fran’s clients come from a diverse range of industries and have varying outlooks when it comes to pensions. She particularly enjoys getting to know her clients to understand their needs and support them in formulating and achieving their own particular investment goals. Fran aims to build long-lasting trusting relationships with her clients.

     

  • Deb Clarke

    Deb Clarke

    Global Head of Investment Research

    Deb is a senior partner in Mercer’s Wealth business. In her role as Global Head of Investment Research, Deb is responsible for manager research and strategic research, and she manages a group of more than 100 asset-class specialists across alternatives, fixed income, equities and real estate. She also oversees the teams responsible for strategic asset allocation, dynamic asset allocation, strategic research and responsible investing. These teams work together to support Mercer’s full range of client solutions, from advisory to fiduciary management. Deb is based in London.

     

    Deb was previously the Global Leader of Mercer’s Equity Boutique, specialising in researching global equity and global emerging market equity managers. Deb chairs Mercer’s Global Policy Committee and is a member of the Mainstream Assets Global Investment Committee.

     

    Deb joined Mercer in November 2005 from Watson Wyatt, where she was a senior investment consultant advising a range of clients and researching Asian and emerging market equity managers. Prior to this, Deb was a fund manager for 20 years, most recently working for Friends Ivory & Sime as Head of Equities.

     

    Deb holds a bachelor’s degree (honours) in business studies from Plymouth University and is an associate of the Society of Investment Professionals, UK. Deb received the 2016 Distinguished Woman Investment Professional of the Year award.

     

  • Michael Cross

    Michael Cross

    Strategic Research Specialist

  • Wayne Davidson

    Wayne Davidson

    Senior Investment Consultant

    Wayne is a partner in Mercer’s UK Wealth DB Consulting business. He specialises in advising pension scheme trustees and companies on investment strategy and implementation. Wayne provides long-term strategic direction to his clients to manage long-term pension liabilities within a well-defined risk-management framework.

     

    Wayne has over 22 years of experience in the pensions and investment industry. During his time at Mercer, he has worked with many large clients to restructure investment portfolios to both remove unintended risk and allocate capital to attractive return-seeking opportunities. Prior to joining Mercer, Wayne was a director in Deloitte’s Total Reward and Benefits practice and led their London investment consulting business. In this role, he focused on advising some of Deloitte’s largest trustee and corporate clients with complex pensions’ obligations.

     

    Wayne joined Deloitte in 2006 after spending nine years with Hewitt Associates in their Pensions and Investment Advisory practice.

     

  • Rich Dell

    Rich Dell

    Global Leader, Equity Boutique

    Rich is a partner in Mercer’s Wealth business. In his role as Global Leader of the Equity Boutique, Rich is responsible for equity manager research globally, focused on researching managers across a range of equity universes and geographies. He is based in London.

     

    Rich joined Mercer in March 2008 with seven years of experience, including at Fidelity International, where he provided quantitative fund analysis on internal and external equity funds. He also spent four years at Merrill Lynch Investment Managers (now BlackRock), where he was Assistant Vice President of the Information Research Team working on a range of quantitative-based research projects across a number of asset classes.

     

    Rich holds a bachelor’s degree in mathematics from the University of Southampton. He is a CFA® charterholder and holds the Certified Investment Management Analyst® designation from the Investment Management Consultants Association.

     

  • Tony English

    Tony English

    Senior Investment Consultant

  • Vanessa Hodge

    Vanessa Hodge

    Senior Investment Consultant

    Vanessa has over 18 years of experience in the pensions and investment industry. Prior to joining Mercer’s investment consulting business in 2007, she worked as an actuarial assistant in the retirement business. Located in Woking, she spends the majority of her time working on DB trustee client engagements.

     

    Vanessa sits on Mercer UK’s Investment Ideas Group, which focuses primarily on providing structured consulting guidance and client materials on topical investment items.

     

    Vanessa is the Chair of the Association of Consulting Actuaries Investment Committee and is a principal lecturer for Professional Skills for the Institute and Faculty of Actuaries. Outside of work, Vanessa is an active member of the Hart Lions Club, which arranges community events and fundraising activities in Fleet, Hampshire.

     

  • Kirstin Irvine

    Kirstin Irvine

    Asset Class Specialist, Fixed Income Boutique

    Kirstin is a principal in the Fixed Income Boutique, within Mercer's Investment Consulting business. Kirstin researches bond strategies and assists clients in formulating their strategic allocations within fixed income, selecting managers and monitoring those investments. She leads the London-based fixed income asset class specialists.

     

    After joining Mercer in London in 2007, Kirstin transferred to Sydney, Australia, in December 2010, where her role encompassed both client consulting and manager research. Kirstin relocated to London in 2013 and joined the Bond Boutique.

     

    Prior to joining Mercer, Kirstin worked for Aon Hewitt, initially as a client consultant and then in the Manager Research team. Kirstin has a first-class bachelor's degree in economics and statistics from the University of Exeter. She is a CFA® charterholder and holds the Investment Management Certificate.

     

  • Suzanne Lubbe

    Suzanne Lubbe

    Asset Class Specialist, Equity Boutique

    Suzanne is a principal in Mercer’s Investments business. She is responsible for leading the research on global and EAFE (global ex-US) equity strategies. In this role, Suzanne prioritises and co-ordinates Mercer’s research of global equity managers around the world and also undertakes primary research herself. Suzanne works with clients from all parts of Mercer’s worldwide business. She is based in London.

     

    Prior to joining Mercer in 2011, Suzanne worked as a fund-of-funds portfolio manager at a small boutique, Investment Solutions. She also has prior experience as an investment consultant. Suzanne has worked in both the UK and South Africa.

     

    Suzanne is a CFA® charterholder and has a bachelor’s degree in industrial psychology.

     

  • Jonathan Marshall

    Jonathan Marshall

    Asset Class Specialist, Equity Boutique

    Jonathan is a researcher within the Manager Research team, within Mercer's Investments business. Based in London, he researches European equity and passive equity.

     

    Prior to joining Manager Research in 2012, Jonathan was a consultant in Mercer's Investments business, where he was responsible for advising clients on the full range of investment-related issues.

     

    Jonathan has over 15 years of experience in the pension and investment industry. Before joining Mercer in January 2008, he worked for Russell Investments in their Investment Strategy and Advice team.

     

    Jonathan graduated from Exeter University with a master’s degree in finance and investment. He holds the Investment Management Certificate.

     

  • Andrew McDougall

    Andrew McDougall

    Head of Portfolio Management, Delegated Solutions

  • Phil Parkinson

    Phil Parkinson

    UK Leader DC

    Philip is a principal in Mercer's DC & Savings Team. His current responsibilities include the ongoing service and development of the investment proposition for Mercer Workplace Savings™ (Mercer’s delegated DC platform), as well as input into the UK DC Innovation Group and investment advice for a range of DC clients. He is also a member of the MWS Investment Governance Committee.

     

    Philip joined Mercer's UK DC team in 2014. He previously worked in Mercer’s Investment business, which included three years in Mercer's specialist DC and post-retirement unit in Sydney, Australia.

     

    He graduated from the University of Warwick with a BSc in industrial economics, is a CFA® charterholder and has passed the UK Investment Management Certificate.

     

  • Sylvia Pozezanac

    Sylvia Pozezanac

    CEO, UK

    Sylvia is Mercer’s UK CEO and is a member of the leadership team for Mercer’s International region.

     

    Sylvia’s career spans more than 30 years, with experience in the consulting industry (the insurer/asset management provider side), and a background in professional services.

     

    Prior to joining Mercer in 2019, Sylvia spent six years at Prudential Financial, leading existing and developing new strategic C-suite partnerships at the global level. She was most recently the Senior Managing Director for Prudential Client Management. Prior to Prudential Financial, Sylvia spent 26 years at predecessor organisations of Willis Towers Watson. While there, she had leadership roles spanning its retirement business in multiple geographies, including leading the Towers Perrin pension de-risking business and the sales and marketing integration for Retirement North America following the Towers Perrin and Watson Wyatt merger.

     

    Sylvia has a BSc in mathematics from Concordia University, Canada, and is a Fellow of the Society of Actuaries, a Fellow of the Canadian Institute of Actuaries and an Enrolled Actuary under ERISA.

     

  • Jillian Reid

    Jillian Reid

    Senior Responsible Investment Specialist

    Jillian is a principal with Mercer’s Responsible Investment (RI) team, advising super funds and other institutional investors on how to integrate environmental, social and governance factors, sustainability trends, climate change and stewardship within investment processes.

     

    Jillian contributes to new research and integration of responsible investment within Mercer globally, including delegated solutions. She co-authored Mercer’s Investing in a Time of Climate Change report (2015) and The Sequel (2019). Jillian has also presented and written about water and other sustainability issues and helped many boards establish the governance required to balance risk, return and reputation.

     

    Jillian has more than 20 years of financial services experience. She joined Mercer in 2004, transitioning to RI in 2011, including four years in the London office. Prior to Mercer, Jillian spent five years at an Australian multi-manager after beginning her career in teaching.

     

    Jillian holds an MA in development studies, a BA, a graduate diploma in applied finance and investment, and a Diploma of Education from the University of Newcastle and the University of New South Wales, both in Australia.

     

  • Nick Rosenblatt

    Nick Rosenblatt

    Senior Proposition Specialist

  • Matt Scott

    Matt Scott

    Strategic Research Specialist

    Matt joined Mercer in 2007, working first as a client consultant and now serving as a research associate on Mercer’s Strategic Research Team. He is responsible for assisting in all areas of portfolio construction research and has also conducted research into specialist areas such as ETFs and cryptocurrencies.

     

    Prior to joining Mercer, Matt received his undergraduate degree from the University of Oxford and his postgraduate degree from the University of Exeter.

     

  • Lucy Tusa

    Lucy Tusa

    Senior Investment Consultant

    Lucy joined Mercer in April 2007 and is a director in the Investment Consulting division. She provides investment consulting services to a range of pension fund, foundation and endowment clients. She advises clients on strategy setting, asset allocation, liability management and manager selection.

     

    Lucy is a voting member of Mercer’s Global Dynamic Asset Allocation (DAA) Committee and chairs the European DAA Committee. She contributes to Mercer’s intellectual capital, particularly in relation to equity markets and responsible investment.

     

    Lucy has an MA (honours) in history from the University of Cambridge. She was awarded the CFA® charter in 2006 and has been an Associate of the UK Society of Investment Professionals since 1986.

     

  • Amarik Ubhi

    Amarik Ubhi

    Global Head of Infrastructure, Alternatives

    Amarik is Global Head of the Infrastructure Investment Team in Mercer Investments’ Private Markets Group, based in London. He joined Mercer in 2003.

     

    Amarik is responsible for overseeing the sourcing, due diligence and monitoring of infrastructure opportunities, as well as portfolio construction on behalf of Mercer’s clients. He is a member of the Infrastructure Investment Committee.

     

    He began his career with Mercer as a consultant, responsible for advising institutional clients on the full range of investment-related issues, including strategy, portfolio construction and implementation.

     

    Amarik holds a master’s degree in economics from the University of Cambridge and is a CFA® charterholder.

     

  • Nick White

    Nick White

    Global Strategic Research Director

    Nick is a partner in Mercer’s Institutional Wealth business and is Global Strategic Research Director and a member of the Global Policy Committee. He is responsible for house views in areas relating to multi-asset-class research and portfolio construction, as well as the development of the strategic research agenda. He is based in Sydney.

     

    Nick’s role covers strategic policy decisions for the suite of Mercer funds in the Pacific market. This aspect of his role formally links Mercer’s strategic best ideas and forward-thinking research to building discretionary portfolios, ensuring Mercer’s best ideas are mapped to all clients’ advice and funds.

     

    Prior to joining Mercer in 2006, Nick gained 13 years of experience with Aon Consulting, where he filled a number of roles, most recently as Head of Manager Research and previously as Head of Client Consulting, both in Sydney. Before coming to Australia from the UK with Aon in 2004, he was a senior consultant with primary responsibility for asset-liability-modelling projects.

     

    Nick holds a BA in mathematics from the University of Oxford. He is also a Fellow of the Institute and Faculty of Actuaries, London.

     

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Members of some professional bodies may be able to claim continuing professional development credits for attending Mercer's Global Investment Forums.