Alina vom Bruck
Alina vom Bruck works in the group risk management of the Gothaer Group. Her core activity is in the Solvency II project. She joined the Gothaer in 2010. During that time she was in charge of the implementation of the ORSA and pillar 3 requirements. Since 2013 Alina is also a co-chair of the Solvency II working group of AMICE.
Alina studied business administration in Cologne, Germany, until 2010 with the emphasis on insurance business, risk management, accounting and business information systems. In 2012, she started an actuarial education program.]]>
Allan Christian | Solvency II Wire Contributor
Allan began working on Solvency II in 2007 for the Irish insurance subsidiary of an LSE-listed insurance group, focusing his efforts on ORSA, system of governance and regulatory reporting requirements and progressed to managing the project. He was also the Group Risk Analyst for 5 years, in charge of the running of all areas of the Enterprise-wide Risk Management programme , as well as aspects of corporate governance advisory work. Both he and the programme were nominees at the 2009 European Risk Management awards in Berlin. Allan established Governance Matters in 2011 to provide bespoke consultancy services on both Solvency II and ERM to the EU insurance industry. The business has been shortlisted for 2011 Risk Management Service Provider of the Year by Risk Professional Magazine. His blog, Governance Matters…on Solvency II, is a repository for personal research, benchmarking and thoughts on developments in the Solvency II/ERM spheres, and aims to draw attention to recent news releases, as well as provide a platform for honest opinion on national and pan-European legislative and regulatory developments as they are released.
Allan Kearns
Dr Allan Kearns is head of analytics within the Insurance Supervision Directorate at the Central Bank of Ireland. In this role, he is responsible for the establishment of a new analytics function as part of the Solvency II change programme within the Central Bank. The vision for this function is to extract insights from the new Solvency II Pillar 3 reporting to enhance data-driven supervisory and financial stability decision making. Prior to this role, Allan was a founding member of the Organisational Risk Division and Deputy CRO for the Central Bank, with responsibility for both financial and non-financial risk management frameworks. Within this role, he was a member of both the Central Bank’s and Eurosystem’s risk management committees. In his tenure at the Central Bank, and before that at the Bank of England, he gained wide experience across a number of other central banking policy areas, including Financial Stability, and Eurosystem/ECB relations. Allan has an MSc Economics from the London School of Economics, an MSc Risk Management (University College Dublin) and a doctorate from Trinity College (Dublin). He has additional qualifications in public relations, leadership and executive coaching. He lectures on risk management topics, including governance and culture. Allan has published on central banking topics. He is a non-executive director and member of the board for a national charity.]]>
Amy Nicholson
Amy Nicholson is a Consultant within Milliman with a broad range of experience in the life insurance industry and a particular focus on the management of climate risk.
She has supported a range of insurers of all sizes in developing and embedding their approaches to climate risk management, and regularly writes papers and delivers presentations and training on the topic.
Amy’s other areas of specialism include with-profits advisory, restructuring and rationalisation, Part VII transfers and other Independent Expert work.
Andrew Epsom
Andrew Epsom, inurance client solutions director, Royal London Asset Management
Andrew is an insurance investment specialist with 25 years of experience. Prior to joining Royal London in 2020, Andrew was a principal in the Mercer Insurance Investment Team.
Anthony Burke
Anthony Burke is a bi-lingual expert in Digital Marketing, IT Leadership and Business Development. Anthony has over 30 years leadership experience in major corporations in the Construction, Financial Services, Insurance, HR and Outsourcing sectors. He is Managing Director of Claravista Business Consulting t/a WSI.
Anthony is a certified WSI Digital Marketing Consultant and has a BA Hons in History & Spanish from University College Cardiff and an MSc in Information Systems from Brighton University. He is a qualified Prince2 Practitioner and an active member of the BCS “The Chartered Institute of IT” and of the IOD “Institute of Directors”.
Beth Dobson
Beth Dobson is PSL Counsel and heads the knowledge management function within the Slaughter and May insurance team.
Beth is the co-editor of the firm’s Guide to Solvency II. She spent time on secondment at the FSA working on UK input into the drafting of the Solvency II Level 2 Delegated Regulation and changes to the with-profits regime to reflect Solvency II. She is a member of the CLLS insurance law committee and the FMLC insurance scoping forum.
Carlos Montalvo
Mr. Carlos Montalvo Rebuelta is the Executive Director of the European Insurance and Occupational Pensions Authority (EIOPA). In his role, he presides over the day-to-day management of EIOPA. Mr. Montalvo was elected by the Board of Supervisors of EIOPA on 25 February, 2011. His nomination followed a pre-selection by the European Commission. The European Parliament’s approval followed an open hearing on 17 March. Mr. Montalvo moved to Frankfurt in November 2007 where he has been Secretary General of CEIOPS, the Committee of European Insurance and Occupational Pensions Supervisors. Prior to his current role, Mr. Montalvo was an insurance supervisor for the the Dirección General de Seguros y Fondos de Pensiones (DGSFP), the Spanish insurance supervisory authority. There he headed the International Area of the Supervisory Department and coordinated insurance groups and financial conglomerates related issues. Mr. Montalvo is a lawyer with a diploma in economics and has carried out both national and international tasks, such as on-site inspections or participation in different legislative initiatives. He has also been involved in qualitative supervision related issues, including the chairmanship of CEIOPS working group on internal control for insurance undertakings (Madrid Group), and has participated as invited professor in different fora.]]>
Chris Johnson
Chris Johnson is the Head of Product Management, Market Data Services, HSBC Securities Services. He joined HSBC Securities Services in 2006 and is the Head of Product Management, Market Data Services. Chris was previously at Threadneedle Investments where he was Head of Investment Information Services. Before then he was a Director at UBS, and Vice President at Chase Manhattan and Bankers Trust. Chris is the Chairman of the TPA Solvency II Working Group, a group of fund administrators working with the Investment Management Association (IMA) to address the reporting requirements of Solvency II. TPA Solvency II Working Group members: BNP Paribas Securities Services, BNY Mellon Asset Servicing, Citi Transaction Services, HSBC Securities Services, J.P. Morgan Worldwide Securities Services, Northern Trust and State Street.The Investment Management Association (IMA) is also a member and has participated actively in our meetings with regulators. ]]>
Chris Leslie MP
Chris Leslie joined the Labour Party when he was fifteen years old, angry at the damage caused by the Thatcher government. Ever since then he has been an active Labour member, fighting against inequality, disadvantage and unfairness. Chris was a councillor on Bradford Council for four years from 1994-1998 and then in 1997 was elected as the Member of Parliament (MP) for Shipley, a Tory ‘stronghold’ in Yorkshire where he overturned a Conservative majority of 12,000. Chris represented Shipley in Parliament for eight years, narrowly losing his seat by 400 votes in 2005. During that time Chris held several positions in the Labour Government. From 2001-2002 he was a Minister in the Cabinet Office heading up civil service policy matters, civil contingencies and emergency planning. From 2002-2003 Chris was Parliamentary Under-Secretary of State at the Office of the Deputy Prime Minister with responsibilities for local government and regions policy. Following this he spent two years as a Minister in the Department for Constitutional Affairs with responsibility for the courts and elections policy. On losing his Shipley seat in 2005 Chris took up the post of Director at the New Local Government Network, a local government research organisation which campaigns for the devolution of power from Whitehall to town halls and local communities. Chris was a trustee of a national debt advice charity, CCCS (Consumer Credit Counselling Services) until the end of 2010, helping people in debt and campaigning for fairer treatment from the financial services industry. Since 5th May 2010 Chris Leslie has been the Member of Parliament for Nottingham East and he is currently Shadow Financial Secretary to the Treasury. He is married to Nicola and has a baby daughter.]]>
Christos Ellinas
Christos Ellinas is a researcher affiliated with University of Bristol, UK and University of Bath, UK. His work draws from notions of complexity and networks science to tackle real-world challenges in a variety of domains. His research has been featured in top-tier academic conferences – including a keynote speech in Governance, Risk and Compliance 2016 – journals and industry-focused guides, including IRM’s “Extended Enterprise: Managing risk in complex 21st century organisations”.
Christos was the finalist for the Research Writer of the Year 2013 and the Fraser-Nash Best Paper Award 2014. He recently led work that was awarded the 2015 ERM Research Excellence Award for its contribution in the body of ERM knowledge.
Clare Bousfield
Clare Bousfield is Chief Financial Officer of Aegon UK. Clare joined as Chief Financial Officer of Aegon UK in September 2010. Clare has a wealth of experience from both her finance and audit roles, as well as a strong commercial aspect to her finance background. Prior to joining Aegon UK, Clare spent 10 years in a variety of senior positions at Swiss Re Group, including Regional Chief Financial Officer for UK, Ireland and Africa. During that time, she was responsible for finance, risk management and compliance.]]>
Daragh Clune
Daragh Clune has served as Chief Investment Officer of IRC since 2014 and became its Managing Director in 2016. He has over 20 years of investment and financial markets experience. Most recently, Mr. Clune was an Executive Director and Deputy Global Head of Portfolio Management for the Dexia Banking Group from 2005 – 2014. Mr Clune was responsible for a team of asset managers who ran one of the largest financial fixed income portfolios in Europe. He was also responsible for the government and corporate bond portfolios of the Dexia Group. Prior to this he held senior trading positions within Royal Bank of Scotland’s and HSBC’s Global Markets divisions in London. Mr. Clune is a graduate of University College Dublin and the Michael Smurfit Graduate School of Business.]]>
Dick Rae
Dick Rae is Director of Insurance Solutions at BMO Global Asset Management where, since 2014, he as focused on the provision of asset strategies and asset liability management solutions for European insurers. Prior to that he worked for 15 years in investment banking offering insurance solutions and, as such, has been working with Solvency II throughout its gestation. Dick is Deputy Chair of the Finance and Investment Practice Board of the Institute and Faculty of Actuaries (IFoA). He recently chaired a working party that published a Review of Solvency II and whether it has met its objectives.
Ellen Bramness Arvidsson
Ellen Bramness Arvidsson, Chief Economist at Insurance Sweden, has worked on Solvency II since the start of the project in the early 2000s. As a Senior Advisor at the Swedish Ministry of Finance working on both tax and financial legislation she handled the Mueller report. Following the Swedish Presidency of 2001 she joined Insurance Sweden – the Swedish Insurance industry body.
Emily Penn
Emily Penn is a Director at RBS providing actuarial and regulatory expertise around ALM solutions for insurers. Emily works with a wide range of insurers structuring derivative solutions across the major asset classes and advising more broadly on capital management and asset allocation. The team at RBS were recently awarded Best Bank for ALM Advisory by Insurance Risk Magazine.
Emily has been at RBS for 6 years having joined in 2006 from Tillinghast (Towers Watson). She is active in the Actuarial Profession and has been on a number of working parties including recently “How to hedge the Solvency II risk free rate” and “Central clearing of OTC derivatives”. She is a regular speaker at conferences including the profession’s Risk and Investment Conference and Life Conference. She is also on the Life Conference Committee.
Emily is a Fellow of the Institute of Actuaries and holds a first class degree in mathematics from Christ Church, Oxford. She was awarded a number of prizes while completing the actuarial exams including the Sir Joseph Burn Prize for special merit on qualification.
Enrico Perotti
Enrico Perotti is Professor of International Finance at the University of Amsterdam. He received his PhD in Finance at the Massachusetts Institute of Technology. Enrico Perotti has held visiting appointments at the University of Oxford, London Business School, London School of Economics, and MIT. His research is in corporate finance and banking, theory of the firm, political economy of finance, economic and legal innovation, and financial development. His publications routinely appear in the top economics and finance journals. He is Research Fellow at the Centre for Economic Policy Research in London, and currently serves on the Council of the European Economic Association. Professor Perotti has been a visiting scholar at the IMF research department six times since 1992, and acted as consultant to the IMF and World Bank on banking, financial reforms and stability. He was EU senior policy advisor to the Russian Ministry of Finance and Russian Central Bank in 1996-2000. Since 2010 he is senior advisor on Macro Prudential policy at DNB. In April 2011 he received the Houblon Normal Fellowship from the Bank of England. He directs since 1998 the Amsterdam Center for International Finance (CIFRA). University of Amsterdam web page.
Esko Kivisaar
Esko Kivisaari has been Deputy Managing Director of the Federation of Finnish Financial Services since 2007. Esko was born on 8 September, 1957 in Turku, Finland. He received a Master of Science degree in Mathematics from the University of Turku in 1985 and has also been a Fellow of the Actuarial Society of Finland since 1993. Prior to his present post, Mr. Kivisaari was managing director of the Federation of Finnish Insurance Companies between 2001 and 2006 and acted as managing director of the Federation of Finnish Financial Services from 1 July to 31 December 2008. ]]>
Felix Hufeld
Chief Executive Director Insurance Supervision, BaFin
Curriculum Vitae
1980 to 1985 – Law studies in Mainz and Freiburg 1985 – First state examination 1986 to 1988 – Studies at Harvard University; Master in Public Administration (MPA) 1991 – Second state examination 1992 to 1999 – The Boston Consulting Group, Düsseldorf; Corporate Consultant, from 1996 Manager 1999 to 2001 – Dresdner Bank AG, Frankfurt a.M.; Department Head, Head of Global Group Development 2001 to 2010 – Marsh GmbH, Frankfurt a.M., London; Chief Executive Officer, Marsh Europe Central Region 2010 to 2012 – Agora Beteiligungen GmbH, Bad Homburg v.d.H.; Managing Partner; Inex24 AG, Ismaning; Founding Partner and Chairman of the Supervisory Board 2011 to 2012 – Westlake Partners, Munich, Hong Kong/Shanghai; Partner Since January 2013 – Chief Executive Director of Insurance Supervision at the Federal Financial Supervisory Authority (BaFin)]]>
Fiona Le Poidevin
Fiona Le Poidevin is Technical Director & Deputy CEO, Guernsey Finance. She joined Guernsey Finance, the promotional body for the Island’s finance industry, at the end of March 2011. Her role includes assisting with business development in new and emerging markets, providing technical support to industry and liaising with industry associations.
Francesco Mazzaferro
Francesco Mazzaferro has been the Head of the Secretariat of the European Systemic Risk Board (ESRB) since January 2011. He began his career in financial research in the Research Department of the Istituto Bancario San Paolo di Torino (today part of Intesa Sanpaolo) in Turin, Italy, in 1987. Francesco joined the European Commission in Brussels, Belgium, in 1992, starting his international career in the Directorate General for Economic and Financial Affairs, where his work focused on the European Currency Unit and preparations for the introduction of the single currency. In 1995 he joined the European Monetary Institute – which later became the European Central Bank – in Frankfurt am Main, Germany, as the Officer of Policy Planning. In 1998 he became the Senior European Relations Officer in the European Relations Division. From 2000 he worked as Principal in the EU Neighbouring Regions Division, becoming the Head of Division in 2003.
George Crooks
Having spent over 11 years working within the insurance industry as an accountant at Euler Hermes Insurance and Tradex Insurance and finance manager at Anchor Trust, George Crooks joined Wolters Kluwer Financial Services at the beginning of 2011 as an insurance expert with an international remit (with particular focus on the UK and Europe). George is currently responsible for business analysis for insurance reporting and risk management, and building out products in the insurance segment for reporting, with specific focus on Solvency II.]]>
Giulia Gentile
Giulia is a Ph.D. student at the Centre of European Law, King’s College London. Her field of research is EU constitutional law and the judicial protection in the EU. She holds an LLM in European Law from King’s College London and a combined bachelor and master degree from the University of Naples “Federico II” (summa cum laude). Her previous working experiences include a traineeship at the law firm “Clifford Chance” (Milan) and a research internship at the journal “Solvency II Wire” (London).
Graham Olsen
Graham Olsen is a Senior Managing Consultant in IBM’s Global Business Services. As an actuary with over 20 years of insurance experience he works with clients to devise pragmatic business and technology solutions to regulatory challenges.
Hugh Skipper
Hugh Skipper, team leader of Insurance Development, Office for National Statistics (ONS) Hugh Skipper joined ONS’s Solvency II development team in March 2017. He has over 20 years’ experience in the compilation and development of official economic statistics. This includes responsibility for ONS’s monthly index of UK service sector output and production and development of ONS’s statistics for the banking sector. Hugh holds a BA in Philosophy, Politics and Economics from the University of Oxford.]]>
Ian Poynton
Ian Poynton is a corporate partner at Freshfields Bruckhaus Deringer LLP. He specialises in insurance and other financial services work. In particular his work has included advising clients on recent regulatory developments, including preparations for the Solvency II regime.
Isabelle Buckland
Isabelle Buckland, business development executive, Royal London Asset Management
Isabelle moved to the Institutional team in August 2020 having joined Royal London Asset Management in 2018 on the client service team. Isabelle focuses on supporting the sales efforts across a broad range of sectors including Insurance Companies. Isabelle holds a BA(Hons) in French and Spanish from Newcastle University and completed the IMC in 2019.
Jacky Mochel
Jacky Mochel, chief technical officer, SCOR P&C Alternative Solutions
Jacky joind the P&C Alternative Solutions unit at SCOR in 2018. His responsibilties include analytics and advisory services – including Solvency II capital management and IFRS 17.
After five years working for the regulatory supervision of nuclear facilities at the French Nuclear Safety Authority, he joined the French Financial Supervision Authority ACPR in 2011 to contribute to the regulatory supervision of French insurance companies under the new Solvency II regulatory framework.
Jacky graduated from Ecole Polytechnique (Paris) and French “Corps des Mines” program for the Ministry of Economy and Industry executives.
James Sandow
James Sandow is an Associate Consultant in LCP’s general insurance practice. Over the last two years he has worked on numerous reserving reviews, capital model validation exercises and other projects (including some related to Solvency II calculations and reporting). Prior to joining LCP he completed a degree in Natural Sciences at Cambridge.
Jan Parner
Jan Parner, Deputy Director General, Danish Financial Services Authority Jan read actuarial science at University of Copenhagen and has achieved a PhD in biostatistics. From 2001 to 2008 he worked in different roles, lastly as chief actuary, in the Scandinavian part of Royal Sun Alliance. He joined the Danish Financial Supervisory Authority in 2008 in the role as Deputy Director General and is responsible for supervision and regulation of the areas of insurance, pensions, financial reporting and auditing. Jan has chaired the EIOPA IGSRR working group from 2009 to 2012 and is the Danish member of the Board of Supervisors of EIOPA. He is also a member of the Management Board of EIOPA since January 2011 and a member of EIOPA mediation panel since November 2012 as well as the EIOPA Quality Control Committee.]]>
Jeroen Brinkhoff
Jeroen Brinkhoff, European Systemic Risk Board (ESRB) – Secretariat. Since 2008 Jeroen Brinkhoff has been actively involved in the development of Solvency II, when working for the Dutch central bank and supervisory authority, De Nederlandsche Bank (DNB). Currently he is working at the Secretariat of the European Systemic Risk Board with specific attention to macro-prudential aspects of insurance markets and regulation.
Joanne Kellermann
Joanne Kellermann has been an Executive Director of De Nederlandsche Bank since November 2007. In that capacity she is responsible, in particular, for the supervision of pension funds and insurance firms as well as for DNB’s centres of supervisory expertise.
In addition, Ms Kellermann holds a seat on the Board of Supervisors of EIOPA. In both capacities, she has spoken in a multitude of settings on regulation and supervision of the financial sector. Ms Kellermann is one of the editors of the book “Supervision in the 21st Century” (2013, Springer Verlag). Since 2008 she has chaired the Financial Expertise Center, in which all Netherlands authorities involved in fighting financial crime participate. She is also a member of the FSB Standing Committee on Standards Implementation (SCSI).
Ms Kellermann joined DNB in 2005 to serve as its General Counsel and director of the Legal Services Division, before being appointed to DNB’s Governing Board. From 1992 until 2005, she was a partner in the international law firm NautaDutilh. For four years at the end of that tenure, she headed the firm’s financial practice in London. Ms Kellermann gained additionalinternational experience by working for a while at a law firm on Wall Street in New York City. A Netherlands civil law graduate from Leiden University, she started her career as a lawyer with Nauta van Haersholte in Amsterdam. Over the years she specialised in complex international financial transactions, with an emphasis on advising on supervisory laws and regulation. Among Ms Kellermann’s additional functions are her membershipof the Board of the Van Gogh Museum in Amsterdam.]
John Forbes
John Forbes is a partner in the London office of PwC and advises clients on the structuring of real estate funds and cross-border real estate investment. He has been with the firm for nearly 25 years, six of them in Russia where he led PwC’s real estate practice in the mid 1990s. From 2008 to 2010 John led PwC’s real estate industry practice in Europe, the Middle-East and Africa, before last year turning his attention again fully to client work for real estate fund managers and major institutional investors. John is currently advising the Association of Real Estate Funds on lessons learnt from the financial crisis and is a member of the IPF working party on Solvency II. He is also one of the authors of the highly regarded PwC / ULI Emerging Trends in Real Estate report and is a regular conference speaker.
John McKenzie
John McKenzie is a Principal of Milliman, and a Consulting Actuary in its London Life Practice, with extensive general experience in the management of life insurance business. He has been a consulting actuary for 17 years and has provided a wide range of strategic advice on reorganisation, M&A or product related matters. John has worked more recently on a number of projects relating to the implementation of Solvency II.
Jonathan Goodliffe
Jonathan Goodliffe is a solicitor at Freshfields Bruckhaus Deringer LLP. He specialises in the regulation of insurance. Jnnathan was the editor of the Journal of the British Insurance Law Association from 2010 to 2012.
Josef Molvidsson
Leonidas Akritidis, head of Insurance Development and technical lead on Flow of Funds, Office for National Statistics (ONS) Leonidas has led a branch that develops methodologies to compile National Accounts statistics for the Insurance sector using Solvency II source data, since 2016. He also provides a technical lead on ONS’s Flow-of-Funds development to improve UK financial statistics. Leonidas is a national accounting expert providing trainings and international technical assistance on macroeconomic statistics for the European Commission, IMF, UNESCAP, and international consulting agencies. Prior to his appointment at ONS, he worked for the European Commission/DG Eurostat contributing to development and improvement of the European accounting standards and statistics including insurance. Leonidas holds a Ph.D in Economics and MSc in Financial Engineering.]]>
Ludwig Alexander
Alexander Ludwig is a Manager at the management and IT consultancy firm zeb. He is responsible for the non-life module of the Pillar I-III software zeb//control. Currently he also supports German and Austrian insurance groups to comply with Pillar III requirements.
Alexander studied Mathematics and Economics at the Dresden University of Technology, Germany, the Wroclaw University of Technology, Poland, and the Masaryk University Brno, Czech Republic. After several internships, e.g. at the Halle Institute for Economic Research, Alexander began to work at zeb in 2009, while also completing a qualification as an actuary alongside his work. Scientific contributions by Alexander have been published in a variety of peer-reviewed journals such as “Applied Financial Economics”, “Economics Bulletin”, “Applied Economics Letters”, “International Economics and Economic Policy” and “Zeitschrift für die gesamte Versicherungswissenschaft”.]]
Mark Piper
Mark has over 25 years’ experience working for and providing solutions to the UK financial services community. He joined Wolters Kluwer Financial Services FRSGlobal in 2008, leading the UK sales, pre-sales, professional services, local development and local marketing teams.
Mark also builds, maintains and develops the strategy for the region to ensure Wolters Kluwer Financial Services keeps its market-leading position.
Martin Shaw
Martin Shaw is the Chief Executive of the Association of Financial Mutuals (AFM), a position he has held since its launch in January 2010. Martin works with the AFM Board to determine the strategic direction and priorities of AFM and directs the work of the Association towards those aims. Previously Martin was General Secretary of the Association of Friendly Societies, one of the predecessor organisations which merged to form AFM.
Prior to that Martin worked for the Association of British Insurers, where he was Director, Raising Standards, leading a number of projects designed to improve confidence in the industry.
Before that he worked for the Consumer Protection department of the FSA, working on a range of policy issues and was previously employed by building societies and banks for 15 years, mainly in sales and planning functions. Martin holds an MBA and is a Fellow of the Chartered Institute of Bankers. He works from home in rural Lincolnshire.
Matt Cocke
Matt Cocke is a consulting actuary in the London office of Milliman. He is Head of Research for Milliman in the UK, having joined 2009. Matt specialises in life insurance. His consulting assignments include all aspects of Solvency II, mergers and acquisitions, company reconstructions, financial reporting, economic capital, and product design and pricing. Before joining Milliman, Matt worked for Aviva UK Life for 10 years, most recently working in financial reporting.
Michaela Koller
Michaela Koller is Director General of Insurance Europe, the European insurance and reinsurance federation. Michaela has worked in Brussels for the last 20 years. Prior to joining Insurance Europe in February 2007, she was a member of the management committee of the European Savings Banks Group and the World Savings Banks Institute. In her earlier career she was head of the European Office of German Building Societies and deputy managing director in charge of the interest representation of the European Federation of Building Societies.
Michaela has served as a member of various consumer/industry groups and advisory groups established by the European Commission. She testifies regularly at hearings organised by EU institutions. Michaela is a German national and holds a law degree from Augsburg University.]]>
Nathalie Aubry-Stacey
Dr Nathalie Aubry-Stacey is a Director in the Market Practice and Regulatory Policy Department at the International Capital Market Association (ICMA), focusing on asset management issues. She is also responsible for the provision of secretariat services to ICMA’s Covered Bond Investors Council and the Asset Management and Investors Council and its various ad hoc working groups.
Prior to joining ICMA, Nathalie held different positions in major financial institutions in France, Britain and the Netherlands. She has a BSc in international management and a master’s degree in European politics from the London School of Economics. She has completed her PhD in European public policy at the Robert Gordon University.]]>
Neal Hegeman
Neal Hegeman is a Director at RBS and member of RBS’ Institutional Solutions & Advisory team. He has worked for over 13 years at ABN AMRO and later RBS. Since 2006 Neal has held his current position, where he services RBS’ Dutch insurance and pension fund clients with his expertise on ALM and changing regulations. Neal holds a Masters degree in Mathematics from the University of Utrecht. He is married and has three children.
Neil Allan
Neil is a founder and fellow of the Bristol University Systems Centre and is now a visiting academic at the universities of Canterbury (NZ) and Cambridge, Bath and Bristol (UK). Neil spent 20 years working as an international civil engineering manager before spending 10 years on ground-breaking research into strategic and systemic risk funded by the Actuarial Profession, the Institution of Civil Engineers and the UK’s Department of Industry.
Neil is a pioneer in the use of complex systems theories and networks science to understand risk behaviour and recently won the Peter Clark prize for his work on complex systems tools for the UK Actuarial Profession. He has published widely including many journal papers and booklets on risk management and systems topics.
In 1998 he set up Systemic Consult Ltd, a consultancy applying research to help organisations with bespoke risk solutions; clients include Rio Tinto, British Gas, Sinopec, Active Risk Group, Prudential, RSA and Babcock International. Their current work involves emerging risk and risk culture tools which are deployed internationally by leading organisations. They continue to innovate into the risk management arena.
Neil Cantle
Neil is a principal and consulting actuary with the London office of Milliman. He joined the firm in 2005 and was elected a principal in 2008. Prior to joining Milliman, Neil spent 15 years working in the UK operation of Winterthur. For five years, he sat on the main company board and had executive responsibility for strategy, legal, compliance, projects, marketing, product development, public relations, mergers and acquisitions, finance, and risk management. He has extensive knowledge of the UK retirement market.
At Milliman, assignments include enterprise risk management, mergers and acquisitions, product development, longevity, and corporate restructuring. Neil serves a wide range of clients globally, within and outside the financial services sector. Clients range from domestic to multi-national insurers and from diverse sectors including energy, mining and agriculture. Neil initiated, and leads, the global development of Milliman’s CRisALIS™ methodology for analyzing and quantifying enterprise risk. This cutting-edge approach utilizes insights from the complexity sciences and social sciences, such as anthropology and psychology.
Neil actively contributes to the promotion of actuaries in ERM and completed a prize winning research project on behalf of the UK Actuarial Profession in 2012 to develop practical tools for risk appetite and emerging risk. He also co-authored an award winning paper in 2013 with the UK Pension Protection Fund summarizing a project relating to reverse stress testing utilizing Milliman’s CRisALIS methods. In 2015 he co-authored the paper on systemic risk which won the ERM Research Excellence Award for best overall paper at the ERM Symposium.
In 2012 Neil was named as one of ten UK actuaries awarded the CERA designation as a Thought Leader and in 2015 was named amongst “the most influential” ERM practitioners in the UK by InsuranceERM Neil regularly speaks at professional and industry meetings, and business forums in the United States, Australasia, and Europe. Neil has had numerous articles published in journals and industry publications in the UK and the United States, and is regularly quoted in industry press.
Olav Jones
Olav Jones joined Insurance Europe as Deputy Director General in November 2011. As head of the federation’s economics and finance department he is responsible for prudential regulatory issues, accounting and investment, as well as international affairs and reinsurance. Jones was previously head of group risk strategy at Belgian insurer Ageas, the company created following the break-up of the Fortis banking and insurance group. From 2008–09 he was chief risk officer of Fortis Insurance, having previously been head of insurance risk and strategic risk at Fortis Group since 2002.
He started his career with management consultant Oliver Wyman after gaining a first class honours degree in engineering science from the University of Exeter and an MPhil degree in finance from Queens’ College, Cambridge, both in the UK. He then worked for UK insurer Prudential in a variety of roles for six years before joining Fortis.
Oliver Bäte
Oliver Bäte is Chief Financial Officer at Allianz SE in charge of controlling, reporting, risk and investor relations. He joined the Board of Management at Allianz SE in January 2008 as Chief Operating Officer. Previously he had held various management positions at McKinsey for 14 years where he specialized in the German and European insurance market.
Born in Bensburg, Germany, Oliver Bäte has a degree in business administration from the University of Cologne and an MBA from the Leonard Stern School of Business, New York University.
Paul Fulcher
Paul Fulcher is a Managing Director and heads the ALM Structuring team for Nomura, advising insurance companies and pension funds across Europe. He has over 20 years’ experience in the insurance industry.
Paul joined Nomura in 2012 after eleven years at RBS and UBS in similar roles. He started his career with Friends Provident and then moved to PricewaterhouseCoopers as a consulting actuary, before spending three years in corporate finance at PwC and HSBC advising on mergers and acquisitions for the life insurance sector in Japan.
He is a Fellow of the Institute of Actuaries and has a 1st class MA in Mathematics and a postgraduate qualification in Statistics from Cambridge University.
Paul Sharma
Paul Sharma is a Managing Director with Alvarez & Marsal and co-head of the firm’s Financial Industry Advisory Services practice in London. He was formerly Deputy Head of the UK’s Prudential Regulation Authority (PRA) and an Executive Director of the Bank of England.
He has over 20 years of experience as a top UK, EU and global regulator of banks and insurance companies. As Deputy Head of the PRA, and earlier serving as a director of the Financial Services Authority (FSA), Mr. Sharma was responsible for major regulatory reforms including the liquidity, capital adequacy, (Vickers) ring-fencing, risk management, governance and senior persons standards for banks, and the solvency, technical provisions, risk management, governance and senior persons standards for insurers. He was also a member of the Bank Resolution Committee of the Bank of England.
Peter Skjødt
Peter Skjødt is Executive Director, at the Danish Insurance Association, responsible for the Economic Affairs Department from 2007. Peter has held various roles at the association since 1993, working on a range of areas including, prudential regulation, accounting, taxation, Solvency II and investment issues. He has been actively involved at EU level in the development of the Solvency II regime and IFRS for many years.
In 2010 Peter took up the post of Associate professor in Pension Economics at the Copenhagen Business School. He was also a Lecturer and Associate Professor in International Finance at Copenhagen Business School between 1989 – 1997, and a Lecturer in Macroeconomics at the Copenhagen University between 1987 – 1989. Peter received a Masters in Economics from Copenhagen University in 1989.
In addition to an accomplished academic career Peter has held a number of positions in the private sector. Between 1988 – 1991 he was an Economist at the Danish Manufacturer’s Association and held a similar position at Carlsberg International A/S between 1991 – 1993.
Philip Simpson
Philip Simpson is a principal and consulting actuary in the London office of Milliman. Philip has extensive Solvency II consulting experience. He also has experience on UK and European annuity assignments.
Philip has been Actuarial Function Holder, With-Profits Actuary, and the Appointed Actuary and Signing Actuary to a number of UK and European insurers. He has also been Independent Expert or Independent Actuary on a number of insurance business transfers. Prior to being a consultant, Philip worked in reinsurance.
Robert Chaplin
Robert Chaplin is an insurance partner at Slaughter and May.
He has practised insurance and related company and commercial law for nearly 25 years. His practice spans (re)insurers, intermediaries, other financial institutions, the Lloyd’s market, governments, international organisations, regulators and corporates; covering all aspects of work in the sector.
Alongside Beth Dobson, Robert edits “Solvency II”, an industry leading publication on the prudential solvency and supervision requirements for insurers, which they have also converted into App form.
Ross Evans
Ross Evans is a Director of RBS’s award winning Insurance Asset Liability Management (“ALM”) Advisory team. He combines regulatory, investments and actuarial expertise to aid the development of bespoke ALM solutions for insurance companies. Ross is a regular speaker at industry conferences and a member of several Actuarial working parties.
Ross Evans is a Director of RBS’s award winning Insurance Asset Liability Management (“ALM”) Advisory team. He combines regulatory, investments and actuarial expertise to aid the development of bespoke ALM solutions for insurance companies. Ross is a regular speaker at industry conferences and a member of several Actuarial working parties.
He is a Fellow of the Institute of Actuaries and holds a first class degree in Mathematics, Operational Research, Statistics & Economics from the University of Warwick.
Prior to joining RBS, Ross worked in the Actuarial & Insurance Management Solutions practice at PwC.
Ross Shepherd
Ross Shepherd, senior statistician in Insurance Development branch, Office for National Statistics (ONS) Ross joined the Solvency II development team in May 2016. Ross has 15 years’ experience of collecting, quality assuring, analysing and publishing insurance statistics of the UK market. His specialist knowledge is widely recognised inside and outside ONS. Ross has completed the ordinary statistics modules from the Royal Statistical Society.
Seamus Creedon
Seamus Creedon is a native of Dublin, Ireland and qualified as an actuary in 1976. His career in financial services has been divided between Ireland and the United Kingdom and embraces both insurance and banking. He is a non-executive director of several life and non-life (re)insurers in Ireland and Britain.
Seamus is a member of the Irish, UK, and North American actuarial bodies and was one of the KPMG team which studied solvency assessment models and recommended the three-pillar framework for Solvency II (in May 2002). He has led the volunteer involvement of the European actuarial profession (through the Groupe Consultatif Actuariel Europeen) in the Solvency II development for several years.
Seamus served as a member of the governing council of the Institute and Faculty of Actuaries until 2011 and is a member of the Enterprise and Financial Risks Committee of the International Actuarial Association. He has been sole or joint author of a number of professional papers and is a regular speaker on financial services industry matters.
Simon Kirby
Simon Kirby, Senior Pre-Sales Consultant and Solvency II specialist, SAS UK & Ireland. Simon has over twenty years’ experience working in the insurance and banking sectors. Prior to joining SAS in June 2011, Simon worked for the Financial Services Authority where he headed a team of insurance regulators supervising the activities of over thirty companies in complying with regulations such as Solvency II. Before this, he worked for PwC and then spent ten years at Royal Bank of Scotland. Simon cut his teeth in the insurance industry for Royal & Sun Alliance.
As Senior Pre-Sales Consultant and Solvency II specialist, Simon’s role is to understand both the complexities of the Directive and the challenges being faced by insurers. He enjoys demonstrating to clients how they could manage risk more effectively and helping them get the most out of Solvency II, not only in terms of compliance but also long term business benefit.
Sven Giegold
Sven Giegold MEP Sven Giegold is a Member of the European Parliament and Coordinator of The Greens/EFA in the Economic and Monetary Affairs committee (ECON). Since 2010 he has been rapporteur on the establishment of the European Securities markets Authority (ESMA) and the revision of the European Banking Authority regulation (in the context of the SSM) and UCITS V, as well as taxation and ECB related files. He has also been a shadow rapporteur on a number of macro-economic and financial regulation files covering taxation, consumer and investor protection, and Omnibus II.
Prior to becoming an MEP in 2009 Mr Giegold was involved in setting up and coordinating the activities of a number of social movements critical of globalization, ecology and tax policy. Between 1986 and 2001 he did voluntary work in the youth environment movement. In 2000 he co-founded of Attac Germany and became a representative of Friends of the Earth Germany in the council of Attac. Since 2002 he has been involved in the European coordination work of Attac. In 2002 he co-founded the Tax Justice Network.
Since 2007 Mr Giegold has been a Member of the Presidential Meeting of the German Protestant Church Congress. In January 2010 he co-founded the Institute Solidarische Moderne e.V. (Berlin), and in March 2012 became a Party Board Member of Alliance 90 / Greens North-Rhine-Westphalia. Mr Giegold was born in Las Palmas de Gran Canaria in 1969. Has a degree in Adults Education, Policy and Economics from the universities of Lüneburg, Bremen and Birmingham (1996) and obtained a Masters degree in Economic Policy and Economic Development from the University of Birmingham in 2011.
Victoria Raffé
Victoria Raffé heads up the FSA‘s Prudential Insurance Policy Department which is responsible for ensuring that there is a coherent and effective prudential policy framework for UK insurance firms across the spectrum of life/non-life and retail/wholesale. This work includes both ensuring that the current framework is clear, implementable and appropriate through both steady state and through periods of market disruption, and working to secure that future frameworks deliver the best achievable outcomes for the supervision of UK firms, most notably through Solvency II and IAIS policy developments.
After a decade working in insurance and investment management firms, and later as a management consultant, Victoria joined the FSA in 1995 where she has worked in a number of roles.
William Coatsworth
William Coatsworth is a Consulting Actuary with the London office of Milliman. He is a leading practitioner and commentator on Solvency II matters across Europe and has been heavily involved in all aspects of Solvency II. His work has included helping a number of companies across Europe with their preparations for Solvency II, particularly focusing on the corporate governance and reporting requirements under Pillars II & III, as well as working with industry bodies to help draft the industry responses to the developing Solvency II regulations.
William is the author of a number of Milliman summary papers concerning Solvency II and has spoken at a number of industry events across Europe and Asia on the subject.
