Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry.
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Catherine Foot of Phoenix Insights: On Preparing for a Longer Script and Aging Better
Catherine Foot is Director at Phoenix Insights, a new longevity think tank launched in 2021, which reimagines how we work, learn, save and live in an age of longer lives. She previously was Director of Evidence at the Centre for Aging Better and prior to that was Assistant Director, Policy, at the King’s Fund
212. Caroline Lovelace of Preserver Partners: Learning to Take Risk and Preparing for Plan B
Caroline Lovelace is Founding Partner at Rose Hill Park Alternative Asset Managers, as well as Preserver Partners as CIO and Co-Portfolio Manager. Preserver is diverse-owned and Memphis-based. It runs a multi-strategy fund that invests through external managers. She has had an extensive career in researching and investing in hedge funds and in promoting emerging private equity and hedge fund investment programs.
9. Veronica O’Keane: On the Making of Memories and the Wisdom of Age
Veronica O’Keane has recently retired from her position which was as a professor of psychiatry and consultant psychiatrist at Trinity College Dublin. She has over 30 years of experience in the field and has published numerous research papers, especially on mood disorders and on perinatal depression. She is the author of the book A Sense of Self: Memory, the Brain, and Who We Are and The Rag & Bone Shop, How We Make Memories and Memories Make Us. She lives by the sea in north Dublin and is a passionate open sea swimmer.
8. Charlotte Gibson of The Rewirement: Redefining Retirement Through Coaching
Charlotte Gibson is a coach, actuary and pensions consultant. She is a senior manager at ISIO and the founder of The Rewirement, which is focused on redefining retirement through coaching . She previously worked in management at KPMG and prior to that was an Actuarial Analyst at AON Consulting.
Gareth Miller of Artemis Investment and the Diversity Project: Flexibility and Agility as a Framework for the Future
Gareth Miller is Head of Change at Artemis Investment and has had a long career in asset management, in particular delivering enterprise-wide change and transformation within the asset management sector. He leads the flexible working workstream at The Diversity Project.
5. Steve Butler of Punter Southall Aspire – The Future of Work When Age is Just A Number
Steve Butler is Chief Executive at Punter Southall Aspire, an investment consulting group. He was previously the founder of Camradata, a business author and a visiting industry fellow at Oxford Brookes Business School. He has a particular focus on areas such as #futureofwork, #olderworkers, #inclusiveculture, #intergenerational, and #retirementplanning and writes extensively on the topics on LinkedIN, which is where we met. He is pursuing a Doctorate in Business Administration which is examining the effect of Covid 19 on different generations in the workplace.
3. Tony Watts, OBE: Putting the Action into Action on Age – A Study of a Life’s Work
Tony Watts, OBE, is MD at Hartley Watts Communications, a director of EngAgeNet.org.uk, Director of RetireEasy.co.Uk, co-founder of the Age Action Alliance and co-author of The Midlife Review. He built his career as a writer, communicator, campaigner and strategist in the areas of PR, journalism and marketing and is now focusing increasingly on later life issues.
2. Debbie Marshall of the Silver Marketing Association: Busting Myths and Rethinking an Expanding Class of Consumers
Debbie Marshall is managing director of the Silver Marketing Association, a membership B2B organization connecting and informing businesses and individuals with an interest in marketing to older consumers. She previously founded the Silver Travel Advisor, an information website that provides travel advice and reviews for the mature traveler and is a Chair of the Board of Trustees of Dementia Adventure as well as holding other Non-Executive Director Roles.
201. Sonali Wilson of Wellington Management: A Legendary Industry Networker Encourages Women across All Borders
Sonali Patel Wilson is Managing Director and Director of Alternatives, Americas at Wellington Management where she is based in the New York City area. She sits on the investment committee of the Harry and Jeanette Foundation in Baltimore and she is the trustee of EWOB Encouraging Women across All Borders, which helps college aged women and non-binary individuals build their confidence to enter STEM and finance fields. She previously held various positions at PIMCO focused on account management in the alternatives area and has held various investor relations and analyst roles.