Caroline Mitchell

Lead Ombudsman - Financial Ombudsman Service

Caroline is a solicitor and was a litigation partner with Lawrence Graham in London; but she has worked in complaint handling organisations for most of her career.

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Justin Urquhart-Stewart

Co-founder & Head of Corporate Development - Seven Investment Management

Justin was involved in the development of Big Bang in 1986 with BZW and went on to found, with others, Broker Services which eventually went on to become Barclays Stockbrokers – where he was Corporate Development Director.

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David Stevenson – Moderator

Editor in Chief - AltFi News

David is an experienced investment commentator and writer, with a passion for media and technology. David writes for a number of leading publications including The Financial Times.

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Wyndham North

Senior Policy Adviser - HM Treasury

Wyndham has responsibility for Capital Gains Tax , the tax advantaged venture capital schemes, and tax advantaged employee share schemes.

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Daniel Kiernan

Research Director - Intelligent Partnership

Dan researches, writes about, talks about, presents and trains on alternative investments, helping advisers and investors navigate the market.

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Gillian Roche-Saunders

Head of Venture Finance – Bovill

Gillian’s focus is supporting firms that arrange early-stage and growth finance to companies.

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Rodney Schwartz

Founder & CEO – ClearlySo

ClearlySo raises impact investment for businesses, funds and charities, and runs the UK’s first impact-focused investing network, Clearly Social Angels.

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Louise Beaumont

Head of Public Affairs and Marketing – GLI Finance

Louise has over twenty years experience in growing companies – from initial spark, to operationalisation, results delivered, and value created.

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Brendan Llewellyn

Director – Adviser Home

Brendan is a financial services strategic and marketing professional consultant with over 30 years senior experience – 50% corporate management and 50% in consultancy, non executive and interim director roles.

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Goncalo de Vasconcelos

CEO & Co-Founder – SyndicateRoom

Goncalo is the CEO and co-founder of SyndicateRoom, the UK’s only investor-led equity crowdfunding platform.

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Dermot Campbell

Managing Director – KUBER Ventures

Dermot’s career as a wealth management professional has spanned 23 years across a range of disciplines, including management, private banking, financial planning, product specialisation and as an independent financial adviser.

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Evita Zanuso

Financial Relationships Director – Big Society Capital

Evita has more than 10 years marketing and business development experience with wealth managers, asset managers and private banks, and most recently founded her own marketing and research consulting company.

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Mike Baliman

Founder – London Fintech Podcast

Mike is founder and host of the London Fintech Podcast, which covers everything in the UK’s #newFS revolution from insurance to banking, from accelerators to lawyers and much more.

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Lawrence Gosling

Group Editorial Director – Incisive Media

Lawrence is the Group Editorial Director, Incisive Media and the editorial director of its Financial Services Division. Lawrence was the founding editor of Investment Week in 1995 – for which he stills writes a weekly column, Gosling’s Grouse.

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Keith Heddle

Managing Director – Stanley Gibbons Investment

Armed with an MA in Modern Languages from Cambridge University, Keith spent seven years at Singapore Airlines as Head of Market Development, raising the airline’s market share from 6th to 3rd in the UK and securing strategic partnership with the Australian Tourist Commission and key tour operators.

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Thomas Gillan

Chief Finance Officer – Social Investment Scotland

Thomas is a chartered accountant and is CFO at Social Investment Scotland (SIS). He is responsible for the financial management, accounting, treasury and company secretarial functions for the SIS group.

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Paul Latham

Managing Director – Octopus Investments

Paul Latham is Managing Director of Octopus and Head of Product Design, responsible for product development and overseeing the running of Octopus’ product business lines.

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Danby Bloch

Chairman | Non-Executive Director | Specialist Consultant

Danby is chairman of City of London based independent financial advisers and employee benefit consultants, Helm Godfrey. He is also a non-executive director of the investment platform Nucleus Financial.

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Edward Daniels

Director – Executive Manager – FIM Services Limited

Edward oversees the provision of fund management services to FIM’s timberland funds and private clients; he is also the company’s Compliance Officer.

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Ian Currie

Chairman – Seneca Investment Managers

Ian qualified as a chartered accountant in 1986 with KPMG and has been involved in corporate finance with Peel Hunt & Co, Apax Partners & Co and Altium Capital.

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Chris Taylor

Managing Director - The Investment Bridge Limited

Chris’ financial services career dates back to 1987, and has been actively involved with the structured investment industry since its earliest days in the UK, in the mid 1990’s – playing a significant role in its creation and in many of its turning points over the years.

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Killian Connolly

Co Founder - Price Value Partners Ltd

Killian is co-founder of Price Value Partners Ltd. and co-manager of the Price Value Portfolio. A graduate of Trinity College Dublin, Killian is a Chartered Financial Analyst (CFA) and has just completed a part-time masters in Economic History at the London School of Economics.

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Kieran O’Gorman

Technical Partner, Deepbridge Capital With a wealth of experience in financial services, including institutional fund management within the Lloyd’s of London insurance community, and HNW private client stockbroking at Popes Stockbrokers (now Brewin Dolphin), Kieran has an indepth knowledge of the private capital markets, involving capital raising, investor relations and communication, and is responsible for […]

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Christopher Down

CEO, Hearthstone Investments Christopher graduated from Cambridge and trained as an accountant with KPMG in London, working on a diverse range of clients in manufacturing and retail. On leaving KPMG he worked with a range of businesses as an independent consultant, specialising in management information and key performance indicators. Larger clients were AWG plc, where […]

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Simon Chisholm

Investment Director, Resonance Simon leads Resonance’s activities in creating and managing social impact investment funds. Before joining Resonance in early 2012, Simon spent 16 years in a number of roles with N M Rothschild & Sons in the UK and internationally. As a Director with the company he provided advice to corporate senior managment teams, […]

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James Chu

Director of Product Development, Reyker Previously Managing Director of Incapital Europe Limited, James has over 16 years’ experience in derivatives based investment management and structured products at HSBC Asset Management and American Express Bank. His experience includes working with retail and high net worth clients. James’ expertise in structured products and other instruments enhances our […]

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Stephen Findlay

CEO, Bond Mason Stephen is  an experienced investor and tech entrepreneur.  Over 15 years he has successfully raised, invested and managed in excess of £250M of equity and debt across UK SMEs. Stephen qualified as a chartered accountant with Andersen (now Deloitte) and was a founding team member of Fidelity’s $500M tech buyout fund.  

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Mike Newman

Director – Hartmoor Financial Director of Structured Products at Hartmoor Financial part of the financial services company Target Group. Mike was previously part of the senior management team that was voted the UK’s Structured Product Provider of the Year, 7 times in a row by financial advisers. Based on over 20 years of investment industry […]

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Cormac Leech

Director – Liberum Alternative Finance Cormac Leech is a director of Liberum Alternative Finance. Over the last three years he has been actively involved in P2P helping some of the leading platforms raise both equity and debt capital as well as raising capital for several P2P focused investment trusts. Cormac has been a banks analyst […]

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Marcus Bonnell

Counsel – RPC Marcus works within RPC’s Regulatory Group advising on non-contentious and contentious financial regulation and compliance. Marcus has expertise in a wide range of aspects of financial services regulation including perimeter issues, authorisation applications, supervisory queries, enforcement investigations, and internal investigations. In addition to financial services regulation Marcus is an experienced business crime […]

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Cathy Wilson

Policy Adviser – HMRC Cathy has been a Policy Adviser for the HMRC for over 10 years. Previous to that she was a Tax Inspector for the Inland Revenue.

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