Penny Green finally retired from the investment industry in June following an over 30-year career.  She started her career in pensions with TPAS, where she was Deputy Chief Executive when she left, then became Chief Executive of SAUL, where, over the past four years I have had the privilege of working with her on the investment committee. Upon retiring from the Chief Executive role in 2014, she became an Independent Trustee with BESTrustees, and her portfolio included a Trustee role at SAUL and Chair of an organization focused on raising standards of pension administration. She was President of the Pensions Management Institute for two years.

Kevin Leonard is Partner and Practice Group Director – Public Funds and Taft Hartley at
NEPC. He has had a long career in consulting and started his career as an accountant.
Kevin has had a career of over 30 years in investment consulting, and it had a somewhat
“accidental” start – being driven more by location and convenience than a calling. Things
quickly shifted however, and Kevin found that working with public funds where the possibility to
add value and have impact was high and the touchpoints with investment committees and
Boards frequent and satisfying.

Jim McNamee, is President of the National Public Pension Fund Association.  He is director of Stonegate Insurance, Unique Insurance Company and Resolute Global Partners as well as the Illinois Public Pension Fund Association which he founded in 1985. He was formerly a police officer.

Charlotte O’Leary is Chief Executive Officer and Director of Pensions for Purpose, which exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. She has had a long career in investment management, with a particular focus on pensions as well as ESG and impact investing. She is also a passionate participant in fitness competitions – particularly those organized under the Hyrox Brand. 

Adam Saron is Founder of Clara-Pensions, a member-first consolidator of defined benefit pension schemes. He previously ran Black Ant Investment Management, a long-biased value investor, which invested in both public equities and corporate credits.  

Charlotte O’Leary is Chief Executive Officer and Director of Pensions for Purpose, which exists as a bridge between asset managers, pension funds and their professional advisers, to encourage the flow of capital towards impact investment. She has had a long career in investment management, with a particular focus on pensions as well as ESG and impact investing. She is also a passionate participant in fitness competitions – particularly those organized under the Hyrox Brand. 

John Harney is a senior consultant with AON where he focuses on helping pension scheme sponsors to manage pension risks and maximize potential upside. He is based in the Oxford area. I came across John through mutual friends in the industry and when I was drawn in particular to his LinkedIn posts that mentioned his joy in cooking and baking.

Stuart Heatley is Managing Director at Capita Pensions where he is a Business Transformation and Growth Leader.  He previously held a series of similar roles at AON and Scottish Life.  Based in Edinburgh, Stuart is passionate about creating access to the financial services industry for people of all backgrounds, and is a Mentor with MCR Pathways.