Managing Director

• Aug 2018 - Present

External Examiner Actuary - Investment

• 2000 - Present

Managing Director

• Sep 2018 - Feb 2022

Working with Disruptive Capital to launch the UK’s first consolidator of legacy private sector sponsored closed defined benefit pension schemes and leading the asset and liability management work streams Working with Disruptive Capital to launch the UK’s first consolidator of legacy private sector sponsored closed defined benefit pension schemes and leading the asset and liability management work streams

Consulting Partner

• Apr 2018 - Jul 2019

Retained adviser to the company and their clients assisting on a number of real estate, blockchain and infrastructure related investment projects. In particular, I have been working in partnership with the Estates and Infrastructure Exchange (EIX) to develop and market a new regulated platform for primary and secondary markets and associated indices for infrastructure and real asset project bonds. Development of a machine learning system for identifying forward looking signals using qualitative analysis and the associated assets suitable for venture capital strategies. Show less

Executive Director

• Nov 2015 - Aug 2018

Large scale commercial property developments holding company Large scale commercial property developments holding company

Director

• May 2016 - Apr 2018

Main board director of Silent Circle, an encrypted communications firm based in the Canton of Geneva, Switzerland. Silent Circle provides multiplatform secure communication services for mobile devices and desktop. Launched October 16, 2012, the company operates under a subscription business model. The encryption part of the software used is free software/open source and peer-reviewed. For the remaining parts of Silent Phone and Silent Text, the source code is available on GitHub, but under proprietary software licences. Show less

General Partner

• Mar 2015 - Apr 2018

Development of 669 bed purpose built student halls of residence for Birmingham City University Development of 669 bed purpose built student halls of residence for Birmingham City University

Board Oversight Position

• Feb 2015 - Feb 2017

Overseeing activities of the board and management in capacity of senior independent investor Overseeing activities of the board and management in capacity of senior independent investor

Board oversight position

• Jan 2015 - Feb 2017

Overseeing the activities of the board and management as significant external investor Overseeing the activities of the board and management as significant external investor

Limited Partner

• Jan 2015 - Feb 2017

Oversight of General Partner and underlying company managements Oversight of General Partner and underlying company managements

Limited Partner

• Jan 2014 - Feb 2017

Oversight of General Partner of UK infrastructure fund and segregated account programme including investments in Eurostar and AB Ports. Oversight of General Partner of UK infrastructure fund and segregated account programme including investments in Eurostar and AB Ports.

Limited Partner

• Jan 2013 - Feb 2017

Oversight of General Partner and site management company Oversight of General Partner and site management company

Limited Partner

• Jan 2013 - Feb 2017

Oversight of General Partner, funds and management of co-investments in healthcare, technology and natural resources. Oversight of General Partner, funds and management of co-investments in healthcare, technology and natural resources.

Limited Partner

• Sep 2012 - Feb 2017

Oversight of General Partner and underlying investment propositions and properties including the Manchester Arena, The Brewery, Woolwich High Street, Sterling Industrial Estates, Stonegate pubs, marinas, student housing and retail arcades in Manchester, Cardiff and Swansea. Oversight of General Partner and underlying investment propositions and properties including the Manchester Arena, The Brewery, Woolwich High Street, Sterling Industrial Estates, Stonegate pubs, marinas, student housing and retail arcades in Manchester, Cardiff and Swansea.

Director of Pensions, Santander UK plc and Chief Investment Officer, Santander Common Fund

• Jul 2012 - Feb 2017

Responsible for the financial, investment and operational management of the combined assets and liabilities of the UK pension arrangements totalling £11.3bn and covering 80,000 members, making it one of the 30 largest schemes in the country. Portfolio International - Best Investor in Alternatives 2016 Pensions Age - UK Scheme of The Year 2016 Economia "Global Finance 50" 2016 Investment & Pensions Europe - Best European Corporate Pension Fund Investor 2015 Asset International - CIO "Power 100" 2015, 2016 Professional Pensions - Best Investment Strategy 2013, 2014 Professional Pensions - Pension Manager of the Year 2014 Financial News - Scheme Sponsor of the Year 2014 Engaged Investor - Best Investment Strategy 2014 Asset International - Most Innovative Large Pension Fund 2014 Portfolio Institutional - Best Investor in Real Estate 2014, 2015 IPE Real Estate - Best Investor in UK & Ireland 2014, Best Global Value Added Strategy 2015 M&A International - Best Pension Fund Team 2014, Best Pension Fund Manager 2015 Institutional Investor - Best Real Assets Manager 2015 Show less

Board Member

• Mar 2009 - Jan 2016

Board was set up by the UK Government to assess the financial arrangements put in place by the operators of new nuclear power stations to meet the future costs of decommissioning and waste management. Board was set up by the UK Government to assess the financial arrangements put in place by the operators of new nuclear power stations to meet the future costs of decommissioning and waste management.

Principal Examiner, Investment

• 2000 - 2014

Leading a team of examiners responsible for setting and marking the investment focused exams of the profession and affiliated bodies worldwide. Leading a team of examiners responsible for setting and marking the investment focused exams of the profession and affiliated bodies worldwide.

Director, Investment Advisory, JLT Pension Capital Strategies

• 2009 - 2012

Leads JLT’s corporate investment advisory service, which delivers integrated asset management, banking, insurance and custodial solutions for managing asset and liability risks in pension funding, cash flow hedging, deficit repair and surplus management drawn independently from all market participants. As Executive Chairman, he also oversaw the discretionary portfolio management service, JLT Investment Management Limited. European Pensions - Personality of the Year 2011 Leads JLT’s corporate investment advisory service, which delivers integrated asset management, banking, insurance and custodial solutions for managing asset and liability risks in pension funding, cash flow hedging, deficit repair and surplus management drawn independently from all market participants. As Executive Chairman, he also oversaw the discretionary portfolio management service, JLT Investment Management Limited. European Pensions - Personality of the Year 2011

Managing Director and Global Head of Pensions Advisory

• 2006 - 2009

Established pensions advisory businesses in Europe and America. Established and developed brand through multi-media marketing and industry coverage. Evolved internal legal, trade and credit processes. Innovated and developed new products and strategies covering financing, risk management, deficit repair and surplus management for both defined benefit and defined contribution schemes in multiple countries. Developed very significant new business in multiple markets including non-bank relationship clients, insurance companies and asset managers Show less

Head of Investment Services

• 2000 - 2006

Worked with governments, public sector entities (including the UN's pension funds and investment management service, Sweden's AP-fonden 2 and 3, the Department of Work and Pensions on establishing the Pension Protection Fund and Personal Accounts (now NEST) and the Lord Chancellor's Office on personal damages claims), corporates (including WH Smith's pension trust’s ground-breaking derivatives transaction), trustees and financial institutions on policy, strategy, operations, risk management, transaction due diligence and governance. As well as managing Deloitte’s global and UK captive insurance assets, in 2005, was the adviser to the top performing pension fund in the WM Survey, my implemented consulting model outperforming the median fund by over 10%. Show less

Regional Head of Investment Consulting

• 1992 - 2000

Actuary

• Jul 1988 - 1992