Financial-Clarity. Total Intelligence. · Financial-Clarity. Total Intelligence. Financial-Clarity...

Financial-Clarity 5th Annual Seminar

Join us on the observation deck

Edinburgh Thursday 24th October 2013 | London Thursday 31st October 2013

Financial-Clarity. Total Intelligence.

Looking for an efficient way to grow your Assets Under Management?

Join us on the observation deck


Financial-Clarity is:The UK’s leading Benchmarking and Business Intelligence tool for the Financial Industry.•

Populated with transaction data at individual outlet level for over 90% of the Fund Management •Industry, and an ever-increasing share of the Life & Pension sector.

Powered by up-to-the-minute secure online dashboards, which provide insight into the sales • and distribution structures of our clients’ businesses – empowering them to adopt the most profitable strategies in their sector.

Contact us now for a clearer market view.

Phone: 0800 074 0574 Email: [email protected] Website: www.financial-clarity.com

Visit Us: 55 New Oxford Street, London, WC1A 1BS

Key features of the Financial-Clarity dashboards:Account Analysis•

Key Customers•

Sales Team Performance•

Profiling and Lead Generation•

Corporate Performance•

Market Analysis•

Product Analysis•

CRM plug in application for integration with Salesforce.com (Total-Clarity)•


Contents

Contents ............................................................................................................................................................... 2

Welcome from Ian Beaumont ............................................................................................................................. 3

Seminar Agenda ................................................................................................................................................... 4

Directions to The Shard & Seating Plan ............................................................................................................. 5

Speaker Information ............................................................................................................................................ 6

Financial-Clarity Key Product Summary ........................................................................................................ 7-8

Delegate List .................................................................................................................................................... 9-10

Matrix Products & Services ............................................................................................................................... 11

Our World Vision Sponsorship .......................................................................................................................... 12

Our Team at Matrix Solutions ........................................................................................................................... 13

About the Venues ................................................................................................................................................ 14

2


Welcome from Ian Beaumont

Welcome to The Shard

I’m delighted that you are able to join us for our 5th Annual Financial-Clarity Seminar here in London. When we hosted our inaugural event back in 2009, we hoped that Financial-Clarity would become firmly established as the leading Market Intelligence tool for the Financial Services industry. Now in 2013 we’re confident we’ve achieved that goal. However, we couldn’t have anticipated that - just four years on - we would be hosting an event inside such an iconic venue to quite so many Financial Services professionals within the industry. We’re proud to confirm we deliver the most accurate, regular and comprehensive sales aggregation and benchmarking tool in the United Kingdom. Through a market -leading product and sheer determination, persistence, obstinacy - call it what you will - we now have transaction data regularly supplied by over 60 market participants covering over 90% of the Fund Management and Platform industries and - thanks to our recent Life & Pensions trial - an anticipated 85% of this sector as well. So what does this mean for you? Our belief is that a better understanding of the market allied to improved sales and marketing efficiency can reduce your cost of distribution by increasing your sales effectiveness and streamlining your distribution. Put simply, using Financial-Clarity increases your revenues and reduces your costs. However, our job is not done and we don’t believe in complacency. We’re fortunate to have a passionate team here at Matrix Solutions and we’re driven to innovate and evolve the product in ways that help our clients continue to optimise their distribution model. At the event today, we’ll be demonstrating some of the latest developments we’ve been waiting to unveil, including our brand new Consumer Profile and Sales Structure Tools. Please do probe and ask myself or the rest of the team any questions - the more interactive the better. As we first said in 2009 – and is perhaps more apt today than ever before – please come and join us on the Observation Deck. Best wishes,

3


Seminar Agenda

Time Event Speaker Location Duration Notes

7.45am Doors OpenAqua-Shard Entrance

31 St Thomas Street, London SE1 9RY

8.00am Breakfast / Registration Hutong Shanghai 30 minutes Pastries & Hot Breakfast

8.30amWelcome from Matrix Solutions

Ian Beaumont, Chief Executive Officer, Matrix Solutions

Hutong Beijing 15 minutesUpdate on Market Intelligence

8.45amFundscape Market Insight Session

Bella Caridade-Ferreira, Director, Fundscape

Hutong Beijing 15 minutes UK Industry Overview

9.00amFinancial-Clarity Client Case Study

James Harris, Director Wholesale Marketing, Fidelity

Hutong Beijing 20 minutes A Client Perspective

9.20am Product Update SessionIan Beaumont / Richard Terblanche

Hutong Beijing 30 minutesLive Demonstrations of Functionality

9.50am Coffee Break Hutong Shanghai 10 minutes

10.00amFinancial-Clarity International

Diana Mackay, Partner, MackayWilliams

Hutong Beijing 15 minutesIntroduction to Cross Border Fund Flows

10.15amClient Overview Presentation

David Ferguson, Chief Executive Officer, Nucleus

Hutong Beijing 15 minutesClient Overview Presentation

10.30am QuestionsIan Beaumont, Chief Executive Officer, Matrix Solutions

Hutong Beijing 15 minutesAn open Question & Answer session for all seminar delegates

10.45am Close / Coffee Break Hutong Shanghai 15 minutesDeparture / Break (Usergroup Attendees)

11.00am Usergroup SessionsMatrix Staff Leading Sessions

Breakout Rooms 1 hour Sessions by Discipline

12.00pm Departure

4


Directions to The Shard & Seating Plan

DirectionsThe entrance to the Aqua-Shard restaurant complex is located at 31 St Thomas Street, London SE1 9RY. On exiting London Bridge railway or underground station, take the escalator down from Joiner Street onto St Thomas Street and and turn left. The entrance to the Aqua-Shard restaurant complex is the first entrance on your left through the revolving doors (after the entrance to the Shangri-La hotel). Take the lift to the 32nd floor, or ask one of our helpers for assistance.

Seating PlanThe seminar will be set up with five seats around each table, as well as some individual seats along the bar and windows. Please choose whichever seat you like. You will find a delegate pack, agenda and water at each place.

WC

WC

Hutong Beijing

Matrix Staff& Partners

Hutong Shanghai8

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Speaker

Bar

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Speaker Information

James Harris - Head of Retail Marketing, Fidelity Worldwide InvestmentJames has held a variety of UK and international marketing roles in his 10 years at Fidelity. James is part of the Fidelity Retail management team which has responsibility for the development and distribution strategy of Fidelity managed investment funds and solutions. Prior to Fidelity James held senior marketing and product roles at M&G Investments and Jupiter Unit Trust Managers.

David Ferguson - Chief Executive Officer, NucleusBorn and bred in Edinburgh, David started his career as a trainee actuary with Life Association of Scotland before stints with Ivory & Sime, Scottish Life International and strategic consultancy The Abacus. Having concluded that the industry wasn’t fit for purpose, David embarked on a journey in 1998 which culminated in the 2006 formation of Nucleus, the UK’s first and only adviser-controlled wrap platform. Over the last seven years, Nucleus has become a credible player in the platform market, attracting around 15% of net wrap inflows. It is ideally placed at a time when honesty and accountability have never mattered more. David lives with his wife and daughter in Edinburgh, and enjoys dining out, live music, and following the city’s Scottish Cup-holding Heart of Midlothian FC.

Ian Beaumont - Chief Executive Officer, Matrix SolutionsIan Beaumont joined Matrix Solutions as Managing Director in December 2003. Under his leadership, Matrix has introduced a range of strategic data solutions across the financial sector. Focusing on customer intelligence and channel insight, Matrix has developed a reputation for delivering high-quality data and analysis, which empowers organisations to make informed business decisions. Ian was previously an Investment Banker at JP Morgan Chase, specialising in debt origination and syndication where he started in the graduate training programme. Ian became Chief Executive Officer in 2010 following the acquisition of Rhetorik Ltd. Ian has a first-class honours degree in Electrical and Electronic Engineering from Bristol University and his interests include sailing, golf and tennis.

Bella Caridade-Ferreira - Director, FundscapeBella has 16 years’ experience in the research and analysis of UK, European and Asian asset management industries. Before setting up Fundscape, she worked for Lipper FMI as Global Head of Research and Publications. She was the author of numerous publications and reports, including the popular European and Asian annual Data Digests, the Asian Fund Market Almanac, and several UK-focused books including the UK Fund Platform and the Fund Market Profile - UK books. Early in her career she worked in the investment banking division of Merrill Lynch, and then for a London-based consulting firm where she specialised in market entry strategies for retail and institutional asset managers. She has a masters degree in International Business and is fluent in four languages.

Diana Mackay - Partner, MackayWilliams Diana is a recognised expert on trends in the investment fund arena, having initiated the first authoritative research on the European markets in 1990. This research included a number of unique data-gathering projects designed to assist fund management groups in developing their strategies for gathering assets. Over a period of seven years her research venture (FERI FMI) developed into a multi-million pound business, which was acquired by Thomson Reuters. She has now established a research business with Rodney Williams, which produces Fund Radar, a monthly report on industry trends. With more than 20 years’ experience in monitoring the development of fund markets, Diana has been called to the European Parliament’s deliberations on the impact of UCITS as an expert witness. She has also participated in numerous European Commission initiatives.

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Financial-Clarity Key Product Summary

Financial-Clarity.comOur website is the focal point for everything associated with Financial-Clarity. We publish all of our newsletters, product updates, seminar details and factsheets on the website, as well as providing clients with a secure login area to access their own analytics dashboards. The website is the best place to start for access to video tutorials and details about how we collect transaction data for our performance benchmarking capabilities. Existing clients have access to a resources area which contains details about special partnership deals and IFA surveys.

Financial-Clarity DashboardsAccessed via the Financial-Clarity.com website, the analytics dashboards provide easy online access to the complete array of market intelligence we collect each month. The dashboards are configured according to the licence type and specific requirements of each user, and are automatically updated with the latest figures. The dashboards are comprised of dynamic charts, graphs, tables and reports, which allow users to run the queries that are of the most strategic significance to their company. Whether you’re simply trying to find the largest-growing Intermediary firms who are showing declining sales for your firm’s products, or planning to interrogate the commercial viability of a new product in a specific UK region, then Financial-Clarity will put the information at your disposal in a simple and actionable manner.

Total-Clarity (Salesforce.com Integration)Total-Clarity is our plug-in application for Salesforce.com users. It contains all of the Intermediary Market Intelligence and the Aggregated Product Sales Data of our proprietary web-based product, but it places it all directly into the relevant tabs of our clients’ salesforce.com CRM systems. Advanced design and functionality allows users to seamlessly compare their CRM data with that of Financial-Clarity, to import our data where required, analyse company performance and trend graphs within individual company records, and create bespoke marketing campaigns based on the analysis we provide. Total-Clarity is the one-stop shop for highly-effective Intermediary Marketing for all Financial Services firms.

Financial-Clarity PinpointPinpoint was launched in 2012 for Intermediary Sales and Marketing Professionals on the move. Using iPad functionality and geo-enabled location tools, our Financial-Clarity dashboards now provide dynamic mapping tools to help you plan your time out in the field. Whether you’re looking to set up a series of meetings or a sales seminar, Pinpoint helps you focus on the most significant Intermediary outlets for your business.

Financial-Clarity Consumer ProfileUsing anonymised data we have collected about the end consumer, mapped and modelled against Experian’s Financial Strategy Segments, we will be allowing participants the opportunity to examine their investor types against the market. Our new Consumer Profiling tool has major benefits for industry compliance, as well as product branding, marketing and sales strategy. For compliance professionals it provides details on who holds your products, helping you to meet FCA “know your customer” and suitability obligations. For marketing and product experts, it tells you what type of investors use different investment channels, what the demographic profile of fund sectors or product types look like, and how your products compare to the market.

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Financial-Clarity Key Product Summary

Marketing Fulfillment ServicesWhen Matrix Solutions was first established in 1985, a core part of our business involved the provision of direct marketing services to our Financial Services Clients. Although we’ve evolved into a business intelligence consultancy with a focus on performance benchmarking, data management and dashboard analysis, we still provide marketing fulfillment services to many of our clients. We offer everything from statement mailings through to direct and online marketing campaigns for Intermediary sales seminars. Our dedicated account handlers create email campaigns and direct mailings which are then monitored and collated on our client’s behalf. Please download our Campaign management factsheet, guide to Intermediary marketing or client case studies from our website.

Financial-Clarity Sales Structure ToolThe latest version of our Sales Structure Tool is being unveiled during Q4 2013. Sales Directors will be able to allocate specific Financial Intermediary outlets to their teams in a flexible and intuitive way. In addition to using geography, business type and sales volumes as possible segmentation criteria, users will be able to add their own criteria to match their own particular business strategy (e.g. FSA numbers or RI numbers). Most importantly though, we’ve allowed for the creation of different sales structure scenarios which can be viewed and analysed within Financial-Clarity, to aid strategic decision-making, as well as creating more flexible layering of team structures to ensure even the most complex organisation can benefit from the application.

Financial-Clarity FastStatsWhilst our standard Financial-Clarity dashboards permit easy interrogation of sales figures and market trend information, we also offer some of our larger clients a more advanced analytical system known as Financial-Clarity FastStats. The FastStats system appeals to clients with in-house data analytics teams. Key features of FastStats include the ability to identify your most likely prospects, based on their statistical relevance to your existing customers. You can also plan and execute marketing campaigns that will achieve the maximum response rates and overall profitability, based on proven and well-respected statistical modelling techniques. For more information please visit the Financial-Clarity website and download our FastStats factsheets.

Financial-Clarity InternationalFinancial-Clarity International was launched at the start of 2013 to meet a growing appetite among international asset management companies to understand the net flows of their funds across various international borders. In January 2013 we hosted a launch event to over 20 international asset management companies and began collecting cross-border transaction data to use in an international version of the product. Nine months on and we are ready to launch the first release of the data to a closed group of users who will benefit enormously from the unprecedented granularity of data we have made available to them in our new dashboards.

Branded Adviser Search ToolWe have operated our own online adviser search website since 2006. MyLocalAdviser.co.uk enjoys over 500,000 searches annually from members of the public looking for financial advice in their area. Whilst the website provides a vital source of intermediary market intelligence, we evolved the product at the start of 2013 to allow our clients to white-label our search database and integrate the tool into their own website, allowing their own clients to search for advisers offering their products. This has proved an extremely popular and effective project and we anticipate working with several new clients over the coming months.

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Delegate List

Name Position Company

Alex Pang Global Marketing Executive Aberdeen Asset ManagementFraser Blain Head of UK Sales Allianz Global Investors (UK) LtdBen Fox Marketing Database Analyst AscentricDeborah Fernick Wholesale Marketing Manager AXA Investment Managers LtdJustin Blower Productivity and Transformation Manager, Elevate Platform Axa WealthSam Hillman Planning & Productivity Analyst Axa WealthTony Stenning Managing Director- Head of UK Retail BlackRock Investment Management (UK) LtdDorian Hughes Head of Regional Sales BlackRock Investment Management (UK) LtdSanjay Gohil Head of Nationals and Networks BlackRock Investment Management (UK) LtdAndrew Peckham Associate BlackRock Investment Management (UK) LtdStephanie Clarke Director, Market Intelligence BlackRock Investment Management (UK) LtdSimon Leadbetter Publisher Blue & Green CommunicationsRena Ashun Commercial Analyst BNY Mellon Asset Management International LtdFrancisco Brain Data Analyst BNY Mellon Asset Management International LtdScott Goodsir Sales Director BNY Mellon Asset Management International LtdJames McNab Senior Data Analyst BNY Mellon Asset Management International LtdMatt Newman Head of Technology BNY Mellon Asset Management International LtdMimi Pagsibigan Senior Analyst BNY Mellon Asset Management International LtdScott Stevens Head of Marketing - AMI BNY Mellon Asset Management International LtdRobin Beer National Intermediary Manager Brewin Dolphin Securities LtdCharlie Blackburn Chief Operating Officer BrightTalk LtdStuart West VP, Strategic Accounts BrightTalk LtdLaurence Vallot Head of RFP & Market Watch Carmignac GestionGuillaume Edery Market Watch Analyst Carmignac GestionJulie Minett Head of Research Centaur Holdings PlcDavid Muncaster Head of Intermediary Sales Close Brothers Asset Management (UK) LtdAlkistis Plousaki Market Insight Analyst Cofunds LtdJohn Yule Director, Head of Distribution F&C Management LtdFrederick Culazzo Senior Sales Associate Fidelity InternationalAdam Bryant Sales Support Executive Fidelity InternationalPaul White Senior Marketing Manager Fidelity InternationalClive Whittaker Sales Director Fidelity InternationalMatt Johnson Associate Director - Retail Sale Fidelity InternationalJack Adamson Business Management Associate - Sales Development Fidelity InternationalMark Elliott Head of Advisory and Strategic Alliances Franklin Templeton InvestmentsDarren Hymos Senior Business Development Manager Frontier Investment Management LLPSimon Critchlow Head of Sales Fund Buyer FocusToby Cole Head of Investment Services Henderson Global InvestorsSimon Hillenbrand Director of UK Retail Henderson Global InvestorsSimonetta Hofstetter Senior Distribution Strategist Henderson Global InvestorsFabio Solitro Head of European Investment Services Henderson Global InvestorsTim O’Connor Managing Director - Propositions & Distribution Hornbuckle MitchellLaura Bampfylde Client Services Executive - UK Wholesale HSBC Global Asset Management (UK) LtdHilary Macdonald Research & Communications Manager Ignis Asset ManagementWillem van der Scheer Product Strategy & Market Intelligence ING Investment ManagementAlison Brown CRM Manager Invesco UKLesley Dwyer Senior Business Analyst Invesco UKChris Bryant Head of Statistics Policy Investment Management AssociationJonathan Lipkin Director, Public Policy Investment Management AssociationKeith Evins Head of UK Funds Marketing JPMorgan Asset ManagementEsra Baykal UK Business Manager JPMorgan Asset ManagementJohn Bolton Associate JPMorgan Asset ManagementAlexander Cribbes Business Strategist JPMorgan Asset ManagementChris Sargeant Executive Director JPMorgan Asset ManagementCharly Capper Head of Marketing, JPM Adviser Solutions JPMorgan Asset ManagementJo Varden Marketing Executive Jupiter Unit Trust Managers LtdMark Savage Head of Advisory Sales Kames CapitalArron Silk Business Development Consultant Kames CapitalNino Sheikh-Thompkins Head of Adviser Propositions Legal & GeneralNick Duke Head of Web & Brand Development Legal & General (Unit Trust Managers)

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Delegate List

Name Position Company

Shaun Ashdown Digital Manager Legal & General (Unit Trust Managers)Richard Field Senior Project Manager Legal & General (Unit Trust Managers)Lucy Capon Digital Manager Legal & General (Unit Trust Managers)Paul Measures Head of Intermediary Sales Legal & General (Unit Trust Managers)Gary Abela Business Development Director Legg Mason Global Asset ManagementAdam Gent Head of UK Sales Legg Mason Global Asset ManagementRyan Olivera Business Analyst Legg Mason Global Asset ManagementJeevan Sagoo CRM Assistant Legg Mason Global Asset ManagementJinesh Shah Market Research Manager Legg Mason Global Asset ManagementMark Allpress Head of Retail Distribution Liontrust Asset Management LtdSandra Paul Owner Loco CommunicationsRichard Leadbeater Head of Design, Protection LV=Liverpool VictoriaAnnie Bennett Deputy Director of Advisory Sales M&G InvestmentsMarta Plaza Head of Product and Market Research M&G InvestmentsRodney Williams Partner Mackay Williams LLPMauro Baratta Director Mackay Williams LLPFrederick Bates Head of Global Relationship Management MFS International (UK) LtdPatrick Hehir Vice President MFS International (UK) LtdHanno Kowalski Principal Market MetricsPasha Khamneipur Principal Market MetricsAdam Robins Business Development Executive Miton Group PlcRichard Taylor UK Sales Support Natixis Global Asset ManagementSteve Newell Investment Marketing Manager Novia Financial PlcJames Shenton Head of Operations Octopus InvestmentsGary O’Brien Head of Client Services Old Mutual Global InvestorsSebastian Oxley Advisory Business Development Manager Old Mutual Global InvestorsSteve Phillips Client Service Delivery Manager Old Mutual Global InvestorsBen Fowler Regional Sales Manager Parmenion Capital Partners LLPPeter Thompson Regional Sales Manager Parmenion Capital Partners LLPAlain Mandy Senior Vice President Pimco Europe LtdJames Houston Specialist Pimco Europe LtdFlorian Schneider Head of Product Research & Development Pioneer Alternative Investment Management LtdRobin Barrow Sales Executive Manager Premier Asset ManagementToby Hucker Head of Marketing PSigma Asset ManagementDavid Hazelton Head of Business Development Raymond James Investment ServicesAnna Pollins Product Manager, Partnerships & Alliances Raymond James Investment ServicesJennifer Hammond Marketing Manager Raymond James Investment ServicesIan Goulsbra Head of Wholesale Relationships Royal London Asset ManagementRachel Chilvers Institutional Marketing Executive, EMEA Russell InvestmentsMaxine Elliott Marketing & Communications Manager Russell InvestmentsPhil Robotham UK Intermediary Sales Schroder Investments LtdSasha Miller Head of Market Analysis Schroder Investments LtdTessa Volkmer Product Development Manager Schroder Investments LtdMarco Pinder CRM Data Specialist Schroder Investments LtdSamantha Mears Customer Relationship Manager / Data Administrator Schroder Investments LtdJames Cameron Head of Sales Support Scottish Widows Investment Partnership LtdMartyn Gilbey Head of UK Wholesale Scottish Widows Investment Partnership LtdHarriet Parker Sales Manager SEI InvestmentsRod Newing Head of Research Skandia Life Business ServicesIona Bain Senior Reporter The Financial TimesRoss Hilliard Head of Market Research and Management Information Threadneedle Investments Services LtdJohn Ellis Director Distribution Special Projects Threadneedle Investments Services LtdGlen Sweet Head of Sales TransactTania Powell Market Research Analyst TransactJohn Magrath Partner, Head of Distribution TwentyFour Asset ManagementSophia Papi Sales Executive TwentyFour Asset ManagementPeter Engstrom Head of Internal Sales Vanguard Asset ServicesMukaddas Achilova Sales Analyst Vanguard Asset ServicesNick Godfrey Sales Director WAY Fund Managers Brad Thatcher Market Insight Manager Zurich Financial Services

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Matrix Products & Services

A range of business intelligence consultancy services that offer optimum results to our clients. Includes:

Profiling & Segmentation•

Prospecting•

CRM Integration & Building•

Bespoke intelligence systems• using FastStats and web-based analytics applications.

Intelligence

Enhanced Intelligence

Inside Intelligence

We have several proprietary databases covering the Financial and ICT sectors in the UK and across Europe. Each of our databases is underpinned by our dedicated research teams and innovative intelligence-gathering sources, ranging from dedicated website resources to trade subscription information.

We have two bespoke services to help our clients improve their data:

Clean CRM• - A cleaning and matching service that weeds out poor data and enhances it with data from our own sources.

Single Customer Views• - An integration service that correlates data from various internal information management systems and appends third-party lifestyle and demographic information to build a complete picture of your clients.

Industry Data Aggregation Solutions

We offer business intelligence tools developed exclusively for the UK Financial Services industry (Financial-Clarity) and UK Mortgage Industry (Mortgage-Clarity). They comprise:

• Aggregated market sales data from financial product providers and platforms in the UK.

• The MFID – the most comprehensive IFA database on the market.

• A web-based interface which provides easy access to analysis of the user’s own sales.

Furthermore, we have recently launched Financial-Clarity international, a brand new intelligence tool for tracking and analysing cross-border fund flows.

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Our World Vision Sponsorship

More than 50 client and fund-raising sponsorships

More than 50 children

More than 20 countries

Thank you for all your support in this life-changing initiative

We have supported World Vision since July 2010 and now sponsor over 50 children in the Third World, thanks to the support of our Financial-Clarity clients and our staff fund-raising activities.

Benham Betty Brian Mainza Elias Violet Petronela Morgan Nicholas Janet

World VisionJebel ToubkalChallenge 2013










Buyinza Brenda Sylvia Fatima KuchimMargretMathiusBonereFred


Silvia

FatimaNormaCholaEricBirhanMercyAmitArjinaNirajala

Anonymous Client Anonymous Client Anonymous Client

Sujeet

LilitShimaOrlitosFanderSabinaBanikoinaSumitraLucasLiviaRuzan

LeonidChhayaUkendeThapeloSu-LattMsengiMamadou

WillianJoseSarahRomena

MaimounaKumbukiraniJenirose

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Our Team at Matrix Solutions

Ian BeaumontChief Executive Officer

Jon AbbottIT Director

Michael BradingFinance Director

Guy EdsallOperations Director

David LovellClient Services Director

Richard TerblancheSolution Sales Director

David YoungMarketing Director

Tim LawrenceProduct Manager

Christopher ChanProject Mgr/Business Analyst

Alun EmsonProject Mgr/Business Analyst

Quinn AngoveSenior Consultant

Sofia MerckProduct Manager

Fayzan RotherhamProject Mgr/Business Analyst

Teresa LewisProject Mgr/Business Analyst

Alison FosterSenior Project Mgr/Business Analyst

Bhavesh NegandhiDirect Marketing Services Manager

Max PopiolekProduct Manager

Richard JonesBusiness Development Director

Dirk LotteringAnalyst, Client Services

Claire PullingerData Sales Manager

Danny CorcoranClient Services Executive

Alex BellMarketing Executive

William CrosbyHead of Software & Development

Antonio Di FrancoHead of Development

Dominic GoodwinIT Developer

Katja PachaninaData Analyst

Richard WrightSoftware Engineer

Andrea MonicoData Analyst

Louise OliverSoftware Engineer

Sarah Perera-HarringtonSoftware Engineer (QA)

Elena PrushinskayaData Analyst

Svetlana DybalDatabase Administrator

Tadas TrimonisData Analyst

Billy HeathIT Development Apprentice

Bhargavi RayavarapuSenior Software Engineer

Karen Duncan-JonesClient Services Manager

Zaara ZwenaClient Services Executive

Kirsty MatthewsClient Services Executive

Andrew GrayClient Services Executive

Phil TalbotHead of Technical Services

Genya MikhailovskiDatabase Administrator

Johan BooysenSystems Administrator

James BalchenSystems Administrator

Simona-Maria GherasimRelease Coordinator

Sadique UddinManagement Accountant

Maria DurkanCredit Controller

Kayleigh CassonOffice Manager

Katerina ParkinsExecutive Asst to CEO & Internal

Project Manager

Narinder DhandaOffice Manager

Paige WilliamsOffice Administrator

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About the Venues

The ShardThe Shard is an extraordinary London landmark. Standing 87 storeys tall, building began in March 2009 on the site of the former Southwark Towers beside London Bridge railway station. The glass-clad pyramidal tower has 72 habitable floors and an open-air observation deck at a height of 244.3 metres. It was designed by the Italian architect Renzo Piano and was developed by Sellar Property on behalf of LBQ Ltd. The Aqua-Shard restaurant complex on the 31st and 32nd floors provides the perfect venue for our 5th annual seminar. The 31st floor comprises a bar and restaurant area; the 32nd floor comprises the Hutong restaurant, already being referred to by critics as one of the finest Chinese restaurants in London. The Hutong restaurant is divided into two parts: Hutong Shanghai and Hutong Beijing. It provides spectacular views of the financial district and the rest of London, and offers an international context to the expanding boundaries of our Financial-Clarity product.

The George HotelThe George Hotel is an award-winning luxury hotel and conference venue in the heart of historic Edinburgh. It won the prestigious title of ‘Best Hotel in Edinburgh’ in 2011. Originally built in 1775, this grade II listed building is one of the oldest hotels in the city. It has recently been refurbished to the highest-possible standards, and contains the award-winning Tempus Bar and Restaurant.

The hotel is within easy reach of rail and air links, and is also close to the city’s business district and a plethora of local attractions including the castle, Princess Street Gardens, and Holyrood Palace.

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Financial-Clarity 55 New Oxford Street, London WC1A 1BS | Web www.financial-clarity.com

Tel 0800 074 0574 | Fax +44 (0) 20 7074 1201 | Email [email protected]

Financial-Clarity. Total Intelligence. · Financial-Clarity. Total Intelligence. Financial-Clarity...

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