The FSCLub Season Events Outline 2011 2012

The Financial Services Club London
Season 2011-2012

The Financial Services Club was established in 2004 as a private networking club for financial
professionals that focuses on the future of financial services.

We meet regularly for debates, commentary, ideas and discussions and provide a platform for
practitioners, regulators and industry leaders to meet, network and discuss the future of our
industry. The Club is based in London, and also has regular meetings in Edinburgh, Dublin and
Vienna.

Between our various centres, the Financial Services Club has a typical audience of fifty or more
senior bank and technology executives attending each meeting.

In addition, we write up meeting proceedings in our web news and blog. The Financial Services Club
has over 12,000 people subscribing to our daily email news service via the website www.fsclub.net,
with a further 1,200 people reading the blog, thefinanser.com, every day.

Our recent guests of honour include:

• Peter Ayliffe, CEO, Visa Europe
• Willem Buiter, Chief Economist, Citigroup
• Vince Cable, Shadow Chancellor with the Liberal Democrats
• Vernon Hill, Vice Chairman, Metro Bank (UK) and Founder, Commerce Bank (USA)
• Andrew Tyrie, Chairman, Treasury Select Committee
• Sir Win Bischoff, Chairman, Lloyds Banking Group
• Gerard Hartsink, Chairman, European Payments Council
• Angela Knight, Chief Executive, the British Bankers' Association
• JP Rangaswami, Chief Scientist, Salesforce.com
• Chris Cummings, Chief Executive, TheCityUK
• Gilbert Lichter, Chief Executive, Euro Banker's Association
• John Sculley, former Chief Executive Officer, Pepsi-Cola and Apple Computers
• Adrian Coles, Director General, the Building Societies Association

as well as colleagues from the media including Andrew Hill who writes the Lex Column for the
Financial Times, Brian Caplen who is Editor of the Banker Magazine and Daniel Thorniley, Senior Vice
President for the Economist Group.

Membership is available at just £500 per year, giving you access to all events in London, as well as
those in Ireland and Eastern Europe.

In the pages that follow, you can see our full meetings for the 2011 - 2012 season.

The Financial Services Club is supported by

Thursday, 08 September 2011
What is the future for Global Finance?
Professor Michael Mainelli, Emeritus Gresham Professor of Commerce and founder of z/Yen

Tuesday, 27 September 2011
Christophe Langlois, Founder & CEO, Visible-Banking.com
Being a successful bank through social engagement

Wednesday, 05 October 2011
The Future of Global Transactions
Wilco Dado, Head of Global Payments, Global Transaction Services (GTS), Royal Bank of Scotland;
and Harry Newman, Director Banking Market Infrastructures at SWIFT

What is the UK regulatory regime?
Margaret Cole, Interim Managing Director, the Financial Services Authority (FSA)

Wednesday, 02 November 2011
Dark Pools and HFT: Good or Bad?
Dr Kay Swinburne, MEP
UK Conservative Spokesman - Economic and Monetary Affairs

Tuesday, 08 November 2011
Keynote Dinner
Brian Hartzer, Chief Executive Officer for UK Retail Banking, Wealth Management & Ulster Bank for
the Royal Bank of Scotland Group

Not just an Earthquake, but a Tsunami too: a real test of Disaster Recovery
Mitsuo Miwa, Chief Representative, London at Tokyo Stock Exchange

Monday, 12 December 2011
A Christmas Celebration of Comic Consulting for Children in Crisis
Julia Streets

Tuesday, 10 January 2012
An update on EU financial services legislation and associated initiatives
Dr. David Doyle, EU Policy Advisor on Financial Markets

Wednesday, 25 January 2012
Alternative and virtual currencies: the way of Bitcoin
Donald Norman, Co-founder, Bitcoin Consultancy


Annual Debate: "Is SEPA happening and does it matter?"
A panel discussion with: Gilbert Lichter, CEO, EBA; Ruth Wandhofer, Head of Market Policy and
Strategy, EMEA, Citi; Simon Bailey, Director, Logica; and Johnny Brit, Chairman, Xenophobank.

Wednesday, 20 February 2012
Steering a financial firm through a crisis: lessons learnt
Charles Thomson, CEO, Equitable Life 2001-2009 and previously Scottish Widows

Monday, 26 March 2012
Sustainable banking: what’s it all about?
Charles Middleton, Managing Director, Triodos Bank UK, and Laurie Spengler, President and CEO of
ShoreBank International

Launch of the Clearing & Settlement Working Group (CAS-WG)

Tuesday, 6 March 2012
The Future of Cash – is there one?
A debate between Adam Lawrence, Chief Executive of the Royal Mint and John Howells
CEO of the LINK Scheme in support of cash, versus David Birch, Director of Consult Hyperion and
Francesco Burrelli of the Value Partnership against

Wednesday, 21 March 2012, Keynote Dinner
The Future of SWIFT
Lazaro Campos, Chief Executive, SWIFT

Charles Middleton, Managing Director, Triodos Bank UK, and Laurie Spengler, President and CEO of
ShoreBank International

Thursday, 19 April 2012, Keynote Dinner
The future of investing and getting the right returns
Elizabeth Corley, Chief Executive, Allianz Global Investors

Wednesday, 25 April 2012
The changing relationship between banks and their corporate clients
Carole Berndt, Head of Global Treasury Solutions, EMEA, Bank of America

Wednesday, 16 May 2012
Government and banks: a relationship that has changed
Mark Hoban MP, Financial Secretary to the Treasury

Wednesday, 23 May 2012, Keynote Dinner
Creating a stable financial system
Andy Haldane, Executive Director, Financial Stability, Bank of England


Tuesday, 12 June 2012
Greed and Corruption in the City – does it really exist?
Nick Kochan and Ian Fraser

Wednesday, 20 June 2012
Everything you wanted to know about the City but were too afraid to ask
Geraint Anderson, Cityboy

The Eurozone – a road to nowhere?
Laurens Vis, Chairman, KAS Bank

Tuesday, 4 July 2012
The Price of Fish
Michael Mainelli and Ian Harris


The Financial Services Club London
Winter 2011
Thursday, 08 September 2011
What is the future for Global Finance?
Dr Malcolm Cooper and Mark Yeandle, Z/Yen

A discussion of the key financial centres emerging, emerging and disappearing over the next decade.
Will London and New York still dominate, or will Shanghai takeover? And what will it mean to the UK
markets and particularly the London community?

This discussion focuses around the trends identified in Z/Yen’s five year research into global financial
centres through the production of the Global Financial Centres Index (GFCI). GCFI was first produced
by the Z/Yen Group in March 2007 following another research project into city competitiveness we
undertook in 2005. The aim of the GFCI is to examine the major financial centres globally in terms of
competitiveness and provides profiles, ratings and rankings for 75 financial centres drawing on two
separate sources of data – instrumental factors (external indices) and responses to an online survey.
The survey itself is produced every three months and is part of the Financial Centre Futures
programme in Long Finance.

Dr Malcolm Cooper is a historian by training, and holds a First Class
Bachelor of Arts in History from Dalhousie University, a Master of Arts
in History from the University of Western Ontario, and a Doctorate of
Philosophy in Modern History from Oxford University. He spent most
of his investment banking career in European emerging markets, his
last post being as Head of EMEA Equity Research for ABN-AMRO.
Malcolm commissioned and worked with Z/Yen on the Global
Financial Centres Index, and has since written several pieces on the
impact of the recession on financial services employment in the
UK. He is involved in both the London Accord and Long
Finance initiatives.

Mark Yeandle has spent most of his career in consumer goods
marketing in senior marketing management positions at companies
including Liberty, Mulberry, Sanderson and Carlton. During 2007,
Mark project managed the creation and publication of the Global
Financial Centres Index, as well as developing a role playing game
which demonstrates the politics of climate change negotiations. This
was written up as part of the London Accord. He was also the
project manager of a large research project into the use of
PropheZy – Z/Yen’s support vector machine for Best Execution
Compliance Automation – the output of which was published in The
Journal of Risk Finance as Best Execution Compliance Automation,
Towards An Equities Compliance Workstation and Best Execution
Compliance, New Techniques for Managing Compliance Risk.


Tuesday, 27 September 2011
Christophe Langlois, Founder & CEO, Visible-Banking.com
Being a successful bank through social engagement

Banks and insurers are all blogging, tweeting, facebooking and youtubing … or are they? Christophe
knows because he tracks the worlds financial firms and their success and f ailure at being social. In
this wide-ranging presentation, he will share the latest news.

Christophe Langlois is an active blogger, an experienced presenter,
advocate for Web 2.0, and is a regularly requested chairperson and
speaker at conferences. Back in 2007 he launched Visible-
Banking.com which quickly became the leading independent
blog 100% focused on social media in banking, financial services,
and insurance. Now VB is tracking over 2,000 initiatives (twitter,
facebook, youtube, blogs) in 60 countries. In 2008, Christophe
left his senior innovation role at Lloyds TSB to set up Visible
Media Ltd and focus on helping financial institutions worldwide
to better understand and leverage social media.

The Future of Global Transactions
Wilco Dado, Head of Global Payments, Global Transaction Services (GTS), Royal Bank of Scotland;
and Harry Newman, Director Banking Market Infrastructures at SWIFT

Everyone talks about Global Transactions these days, but what does it mean and where is this going?
Is it just about payments, or more than payments? Does this just mean servicing banks that are the
largest volume SWIFT processors, or more?

As a follow-on from SIBOS and for those who could not make Toronto, this meeting will focus upon
the future of Global Transactions, and will be led by Wilco Dado.

Wilco Dado manages global payment services and cash management for
corporate and institutional clients for the RBS Group. In this role, his aim is
to further develop and execute an integrated payments strategy bringing
together the key challenges of payments and collections and to develop
products, with a key focus on SEPA. He was previously Head of Global
Transaction Services in the Netherlands for ABN AMRO.

What is the UK regulatory regime?
Margaret Cole, Interim Managing Director, the Financial Services Authority (FSA)

The FSA was recently split into the Financial Conduct Authority (FCA) and Prudential Regulatory
Authority (PRA) under governmental changes that bring the regulator under the management of the
Bank of England. But what is the UK regulatory drive focused upon these days, and is the FCA and


PRA any different to the FSA? The changes come into effect from 2013, but what happens in the
meantime?

To answer these questions Margaret Cole, Interim
Managing Director for the Conduct Business Unit at
the FSA will talk us through the key developments in
the UK regulatory regime.

Margaret Cole is a graduate in Law from New Hall,
Cambridge and is a solicitor with over 20 years'
experience in private practice. From 1990 to 1995
Margaret was a Partner with Stephenson Harwood,
where she was responsible for the recovery actions in
relation to the Maxwell Pension Funds on behalf of the
Pension Funds Trustee. In 1995 she joined the London Office of international law firm White & Case
to found and head its Dispute Resolution Department to later join the FSA in July 2005 as Director of
Enforcement. In 2009 Margaret took over responsibility for the FSA’s Financial Crime Division which
merged with the Enforcement Division. In 2010 she joined the FSA’s Board as Managing Director,
Enforcement and Financial Crime. In April 2011 she assumed Interim responsibility for the new
Conduct Business Unit which will form the core of the new Financial Conduct Authority.

Wednesday, 02 November 2011
Dark Pools and HFT: Good or Bad?
Dr Kay Swinburne, MEP
UK Conservative Spokesman - Economic and Monetary Affairs

Kay Swinburne has been instrumental in moulding the principles of
the revisions to the next generation of investment markets
regulations, thanks to her report – “The regulation of trading in
financial instruments: dark pools etc” – from summer 2010. The
revised version of the paper was adopted by the European
Parliament’s Committee on Economic and Monetary Affairs
(ECON) on 9th November 2010, and means that all broker dark
pools are reclassified as multilateral trading facilities (MTFs) or
systematic internalisers (SIs), and that dark executions should be
subject to size restrictions.

Looking at MiFID II and beyond, are such changes to dark pools
and regulations restricting High Frequency Trading a good or a bad
thing? To find out, we’ve asked Kay to tell us her current thinking.

Kay was elected as the Conservative MEP for Wales in June 2009. This saw the Conservative Party
top the elections for the first time in Wales in modern history. A successful career in investment
banking has equipped her with in-depth knowledge of the global financial markets. This, combined
with her experience advising businesses in Europe and the US, has led to her appointment on the
Economics and Monetary Affairs Committee in the European Parliament.


At present, Kay is deeply concerned about how quickly the European Union is responding to financial
service regulation without having properly looked at the impacts of what it is doing. She believes
that the EU should work within a global framework as the crisis that we are facing is global;
therefore it needs to work with the United States and so a global co-ordinated strategy needs to be
implemented that is in line with the agenda of the G20.

Keynote Dinner
Brian Hartzer, Chief Executive Officer for UK Retail Banking, Wealth Management & Ulster Bank
for the Royal Bank of Scotland Group

Brian Hartzer joined RBS from ANZ to help change the banks
image. The ‘helpful banking’ and Customer Charter
campaigns of NatWest and RBS have been part of the result,
but these marketing lines mean far more than just an
advertising campaign as they strike right to the heart of the
culture of the retail bank. Brian has been leading that change,
along with his management team, and to provide an insight
into how to turnaround the ship, Brian will share his insights
with the Financial Services Club over dinner.

A Princeton graduate, Brian Hartzer joined ANZ in 1999 to run
their Consumer Finance business (credit cards, merchant
services and personal loans) until 2004. He then took over the
full Retail bank portfolio (including SME and Wealth), and in
2008 added the role of Chief Executive Australia for all ANZ
business lines, as well as Global Segment Lead for Retail and
Wealth. Before joining ANZ, Brian was a financial services
consultant in New York, San Francisco and Melbourne for 10
years. Brian is responsible for the UK Retail, Wealth and Ulster
Bank divisions within the Royal Bank of Scotland Group
(RBSG).

Brian Hartzer is a joint US and Australian citizen and is married with 4 young children.

Not just an Earthquake, but a Tsunami too: a real test of Disaster Recovery
Mitsuo Miwa, Chief Representative, London at Tokyo Stock Exchange

In spring 2011, Japan suffered one of the worst disasters ever experienced, when the island was hit
by a devastating earthquake immediately followed by a terrible tsunami that wiped out significant
areas of the country and caused a nuclear leak in the Fukushima power plant that has never been
seen before. It was the most powerful known earthquake ever to have hit Japan, and one of the five
most powerful earthquakes in the world ever recorded.

The magnitude 9.0 earthquake hit Japan ten minutes before the end of trading on Friday 11th March
2011 and Tokyo, just over 200 miles from its epicentre, was severely affected. In fact, Tokyo was


brought to a standstill as trains were paralysed, mobile networks were crippled and hordes of
commuters were stranded whilst others were left trapped in elevators.

The Tokyo Stock Exchange (TSE) managed to stay open until the closing bell on 11th March and, on
Sunday afternoon and much to everyone’s surprise, announced that no infrastructure had been
affected and that it would open as normal the following morning.

How did the Exchange cope with all of these issues, and how come it was one of the few businesses
to carry on as normal amongst such devastation all around them? Mitsuo Miwa, the Tokyo Stock
Exchange’s Chief Representative in London, will share this fascinating story with us.

Monday, 12 December 2011
A Christmas Celebration of Comic Consulting for Children in Crisis
Julia Streets

Julia Streets is an experienced compere and
comedienne. In addition to her day job (which
apparently she’s very good at because people tell her
she shouldn’t give it up) as Founder and Director of
Streets Consulting, Julia writes her own brand of
material, based on observations of corporate life
drawn from years spent earning her pinstripes in and
around the City.

Julia’s material draws from business presentations,
brainstorming sessions, and colleagues with
superiority complexes. She tackles questions we really
want answered such as: How do you protect yourself
from identity fraud? And others we never knew we wanted to ask: What’s a girl to do when speed
dating isn’t fast enough? Could evening classes lead to a whole new career? Critical issues captured
in anecdotes and songs and designed to appeal to anyone who has ever shared a printer, gossip or
coffee shop queue.

Julia has performed at the Edinburgh Fringe and Henley-on-Thames Fringe Festivals, Sevenoaks
Summer Festival and her London events have always sold out. Julia will be performing her show
‘Streets in the City’ at the Financial Services Club as a Christmas celebration, with £10 of every
attendee’s registration being given to her chosen charity, ‘Children in Crisis’.

An update on EU financial services legislation and associated initiatives
Dr. David Doyle, EU Policy Advisor on Financial Markets

David spoke at the Club a year ago, and gave an in-depth analysis of the progress of MiFID and SEPA,
as someone who is on the inside track with Brussels. In a return presentation, David will update us
on the most pressing developments in Financial Markets regulation coming up in the near future, in
particular the Capital Requirements Directive.


David is known across Europe as a leading expert on EU financial market regulation. A former
diplomat with over 20 years of service on mainland Europe and now acts as an EU Policy Advisor
between Brussels, London and Paris, specialising in EU Financial Services. He is a member of the
Executive Board of the joint MEP-EU industry “The Kangaroo Group” at the European Parliament,
the Board of Directors of the Genesis Initiative at Westminster, and sits on the Transatlantic Business
Dialogue Taskforce on Capital Markets and the Corporation of London EU Regulatory Working
Group.

Wednesday, 25 January 2012
Alternative and virtual currencies: the way of Bitcoin
Donald Norman, Co-founder, Bitcoin Consultancy

New payment schemes are trying to enable peer-to-peer money
transfers, dis-intermediating the banks. Money is no longer
seen as the sole representation of value. New alternative
currencies are being created. Facebook credits are now used by
more than 250 million people. New payments schemes are
being proposed at the infrastructure level of the internet.
Currency is open-sourced. How can we create new systems of
wealth generation and abundance? What does the future hold
for banks and other financial institutions in the wake of massive
peer-to-peer exchange? How do we (re)define the role of banks
in this fast moving eco-system of new value providers?

Donald Norman is the co-Founder of the Bitcoin Consultancy. The group works on software
development for core Bitcoin code. Donald has appeared as an advocate of Bitcoin in Reuters,
Newsweek, WSJ (SmartMoney), The Independent, CNBC and others.

"Is SEPA happening and does it matter?"
A panel discussion with:
• Gilbert Lichter, CEO, EBA
• Ruth Wandhofer, Head of Market Policy and Strategy, EMEA, Global Transaction Services,
Citi
• Jose Beltran, Director of SEPA, STET
• Simon Bailey, Director, Logica
• Johnny Brit, former Chairman, Xenophobank

Started in 2002, in response to the Lisbon Agenda and Regulations on fees for cross-border cash
withdrawals, the Single Euro Payment Area (SEPA) has been in the planning for a long time. In fact,
it has been discussed for so long by so many that, for a lot of people, it’s become as dull as
dishwater. This view may be wrong though as, after seven years of gestation, SEPA Direct Debits
(SDDs) were finally born in November 2009 and the Payment Services Directive (PSD), which legally
supports SDDs, was transposed and implemented in most European countries. So all is good is it
not? Or maybe it is not as discovered in the annual European Payments survey of the Financial
Services Club. What is the truth? Is SEPA here? Even if it is, does it actually matter? To find out the


truth, the Financial Services Club has gathered some of Europe’s most preeminent commentators
and activists in the SEPA discussion to provide insight and understanding.

James Moed, Financial Service Design Lead, IDEO Europe
Designing the bank of the future: How innovation with a human touch is redefining financial
services

IDEO study human behaviours and help banks design products to meet their needs. It’s a totally
different way of looking at product design that starts from the human perspective, rather than the
technology. The result is that bank product designers find out
how customers use electricity metres as budgeting devices and
see spare change as a savings tool rather than as round-up
purchasing.

Designing such services with banks as diverse as Bank of
America to PNC to State Farm, James Moed will take us through
some of the real cutting edge designs for the bank of the future.

James leads design teams to develop new products, services,
and business models. He works with clients to develop insights
and solutions that are both actionable for their organisations
and compelling for their customers. By focusing on people, not
just categories, James helps clients reframe their approach to
the market.

Steering a financial firm through a crisis: lessons learnt
Charles Thomson, CEO, Equitable Life 2001-2009 and previously Scottish Widows

Charles Thomson became Chief Executive of Equitable Life in
March 2001 when the mutual was close to collapsing. He has been
key to creating stability which, at its peak, was a £26 billion
business with 1.5 million policyholders. Equitable fell dramatically
from grace after being unable to pay guaranteed annuities and
was forced to close to new business in December 2000, resulting in
up a million policyholders losing up to half of their savings. Since
Charles took over, he has successfully lobbied for compensation to
be paid by the government for losses, and sold key parts of the
business to Canada Life and the Prudential. Having achieved his
goals of stabilising the business, he left in 2009 and now runs his
own advisory firm.

Charles is the perfect person to advise us on how to steer a
financial firm through a crisis.


Launch of the Clearing & Settlement Working Group (CAS-WG)

The Financial Services Club is launching the first meeting of the Clearing & Settlement Working
Group (CAS-WG). The meeting will consist of a debate amongst four industry panels covering:

• Volker/Vickers/MiFID II and impacts on post-trade operations and IT, particularly with regard
to OTC Derivatives and Clearing
• T2S – problems of change and implementation for settlement
• Giovannini Group Recommendations, Innovation & Technology – what progress has been
made?
• Standards in Post-trade operations

Speakers on the panels include EuroCCP, Clearstream, FIX Protocol, the FSA, the European
Commission and more. The final agenda will be confirmed nearer the date.

The aim of the CAS-WG is to debate and discuss all aspects of clearing and settlement infrastructures
and processes. The organisation and operation will be similar to the MiFID Joint Working Group and
its Subject Groups that operated in the build-up to the implementation of the Markets in Financial
Instruments Directive (MiFID), with the intention of bringing together the top industry standards
bodies, trade associations, infrastructures, investment firms and companies involved in Clearing and
Settlement.

The CAS-WG will provide an opportunity for open discussion and debate amongst senior market
practitioners and service providers on issues affecting Clearing and Settlement.

More importantly, the aim is to create multiple specialist groups that will work on specific areas of
interest – standards, technologies, reference data, custodial services, etc – between each of the
main plenary meetings of the CAS-WG.

The subject groups and their subject headings will be determined at this inaugural meeting on 29th
February. Anyone who wishes to propose a group, lead a group or be a member of one of the
groups can volunteer their participation and input at the inaugural meeting.

The subject groups will be facilitated through support from the Realisation Group and any
organisation that wishes to be involved can propose their support before, during or after the
inaugural meeting.

We believe that these subject groups are particularly important today as Clearing & Settlement, and
in particular Clearing, will be massively impacted by new regulations being drafted and implemented
across the world such as Basel III, Dodd-Frank, the Vickers Report and the MiFID II.

The aim of the subject groups is to provide specific input to the regulatory bodies – including the
FSA, its successor bodies the PRA and CBA, and Michel Barnier’s team in the European Commission –
on the business and technology implications of implementing the regulations in draft and final form,
with the intention of ensuring these regulations are practical, appropriate and effective.


The output of the subject groups therefore will be actions that are clearly practical about the details
of the impact of new regulatory developments upon clearing and settlement operations,
infrastructures, standards and technologies.

The CAS-WG is being launched by the Financial Services Club, in partnership with the Realization
Group and first sponsor BT and, after the meeting on 29th February, we expect to have quarterly
plenary meetings thereafter to update members on the sub-group activities.

There will also be regular subject group meetings, the number of which will be dependent upon the
outcome of the first meeting.

Tuesday, 06 March 2012
The Future of Cash – is there one?
A debate between Adam Lawrence, Chief Executive of the Royal Mint and John Howells, CEO of
the LINK Network in favour, versus David Birch, Director, Consult Hyperion and Francesco Burrelli,
Principal with Value Partners against

For years, we’ve tried to replace cash with cards. Now we’re tryihng to replace cash with phones.
Can cash ever actually be replaced? After all, cash in circulation is increasing year on year and cash
is still the only truly trusted, real-time value exchange that exists in any economy. So what is the
future of cash … or rather, for some, is there a future for cash? In this stimulating debate, the anti-
cash movement meets the cash fundamentalists in an evening where some sparks are sure to fly.

Adam Lawrence

Adam Lawrence was appointed Chief Executive on 1 January 2011.

Adam is an experienced Executive. He began his professional career
as a Chartered Accountant with Price Waterhouse. Since 1995, he
held a number of senior positions with Catalent Pharmaceuticals for
businesses located across Asia Pacific, Europe and the US. He was
Vice President Finance for the Sterile Technologies division before
leaving in 2008 to join the Royal Mint as Director of Finance.

Adam was appointed as Chief Operating Officer in May 2010 and
holds an MBA from Monash Mt Eliza Business School.

John Howells

John Howells became CEO of the LINK network in June 2011. He
was previously a Director of Ernst & Young’s Financial Services
business and Head of Benefits and Pensions Consulting at
Capgemini where he specialised in the design and implementation
of strategic change for major public and private sector
organisations.


David Birch

David Birch is a Director of Consult Hyperion, the IT management
consultancy that specialises in electronic transactions, where he
provides specialist consultancy support to clients around the
world. Before helping to found Consult Hyperion in 1986, he
spent several years working as a consultant in Europe, the Far
East and North America. He graduated from the University of
Southampton with a B.Sc (Hons.) in Physics.

Francesco Burrelli

Francesco has over 15 years experience in consulting and banking with
a focus on cards, payments and transaction banking with a
specialisation in strategy, M&A, innovation, new product development
and performance improvement. His experience spans from small
regional banks in continental Europe to major international institutions
including payment schemes and processors on global basis.

Before joining Value Partners in London, Francesco was a Director with
the Payments Team of Deloitte LLP, Head of Cards and Payments at
A.T.Kearney FIG UK and before that he led the European Cards and
Retail Payments practice at Capco.

Wednesday, 21 March 2012
Keynote Dinner: The future of SWIFT
Lázaro Campos, Chief Executive, SWIFT

SWIFT has survived the financial crisis, albeit with a contraction
in volumes of messages that challenged the network and
infrastructure to rethink its approach, organisation and strategy.
Now, SWIFT is gearing up for its next phase of growth but how
will it achieve such growth and who are its challengers? In this
keynote, CEO Lázaro Campos will take us through his vision of
SWIFT for the next decade. Lázaro succeeded Lenny Schrank as
CEO of SWIFT in April 2007 having joined SWIFT in 1987. He has
served in many roles through his tenure with the organisation,
including Head of Marketing where he led the SWIFT strategy
initiative in the 2000s and, prior to his appointment as CEO, was
Head of the Banking Industry Division.


Charles Middleton, Managing Director, Triodos Bank UK, and Laurie Spengler, President and CEO
of ShoreBank International

Charles Middleton joined Triodos Bank in 2003 as Managing
Director of the UK business, bringing with him 21 years’
banking experience. Since joining Triodos Charles’ leadership
has helped generate significant growth in the core business of
mobilising depositors’savings to support a range of social and
environmental projects, growing lending from around £60m to
more than £250m. Charles has also helped Triodos to bring
other types of finance to the UK market, such as capital raising
for fair trade coffee brand, Cafedirect, and launching Triodos
Renewables, which has pioneered an increasing number of
investment opportunities in the growing UK renewable energy
sector.

Laurie Spengler has over 20 years of experience as a strategy
and transaction services professional. Her interests are focused
on supply and demand-side solutions to extend access to capital
to individuals, small businesses and low income households
through the delivery of financial resources, business solutions
and professional support.

Thursday, 19 April 2012
Keynote Dinner
The future of investing and getting the right returns
Elizabeth Corley, Chief Executive, Allianz Global Investors

Elizabeth Corley is Chief Executive Officer of Allianz Global
Investors. She joined the company in April 2005 and in October
2005. Prior to joining Allianz, Elizabeth spent eleven years working
at Merrill Lynch Investment Managers. She became Managing
Director and Head of the EMEA Asia Pacific Mutual Fund Business as
well as Member of various Boards including MLIM UK Ltd. and
Merrill Lynch International Investment Funds. Before this, Elizabeth
was a partner with Coopers & Lybrand and prior to that worked for
the Life & Pensions industry.

Elizabeth is a Fellow of the Chartered Insurance Institute (UK), the Chartered Institute of Marketing
and also holds a Post Graduate Diploma in Management Studies. She was named Personality of the
Year in 2006 by Funds Europe and Most Influential Woman in Asset Management in 2009 by
Financial News. From March 2006 until the end of June 2007, she was Chairwoman of FEAM (Forum
of European Asset Managers); in September 2010 she was appointed Chairwoman for a second


term. Elizabeth is also a board member of TheCityUK Ltd and a member of the City of London
International Regulatory Strategy Group. Starting in April 2011 she serves as non executive director
on the Financial Reporting Council, the UK’s independent regulator responsible for promoting high
quality corporate governance and reporting to foster investment. Elizabeth is a fellow of the Royal
Society of Arts. She is also an acclaimed writer and has had four thriller novels published.

Wednesday, 25 April 2012
The changing relationship between banks and their corporate clients
Carole Berndt, Head of Global Treasury Solutions, EMEA, Bank of America

Bank of America is known as an innovator in their domestic
markets but what does this mean for the international
corporate client? Carole Berndt will tell all in this key
session for transaction banking professionals.

Carole Berndt is the head of global treasury solutions for
Europe, the Middle East and Africa (EMEA), for which
regions she is in charge of the end-to-end product, business,
technology and operations and client sales management
strategy for treasury business. Previously, Berndt led the
client delivery team for Citigroup in New York, with global
responsibility for end-to-end delivery of implementation,
service and client technology for its global treasury products
portfolio.

Government and banks: a relationship that has changed
Mark Hoban MP, Financial Secretary to the Treasury

Mark Hoban was appointed Financial Secretary to the Treasury in May 2010, after being the Shadow
Financial Secretary to the Treasury since December 2005.

Mark was appointed the Shadow Financial Secretary to the
Treasury in December 2005. Between November 2003 and
December 2005 he was Shadow Minister for Schools. Prior to
November 2003, he was an Opposition Whip. Between 2001
and 2003 Mark was a member of the Select Committee on
Science and Technology.

Mark was born in 1964. He married his wife, Fiona, in 1994
and they live in Locks Heath. Mark was born and brought up in
the North East of England, where he attended a
comprehensive school in Durham. He has an economics
degree from the London School of Economics. After
graduating he qualified as a Chartered Accountant, and went
on to work for PricewaterhouseCoopers between 1985 and
2001. Mark has been the MP for Fareham since June 2001.


Keynote Dinner
Creating a stable financial system
Andy Haldane, Executive Director, Financial Stability, Bank of England

Andy Haldane is Executive Director for Financial Stability.
Andy has responsibility for developing Bank policy on
financial stability issues and the management of the
Financial Stability Area. He is a member of the newly
established Interim Financial Policy Committee as well as
several senior management committees of the Bank. He is
also a member of the Basel Committee.

Andy joined the Bank in 1989. In previous roles he has
headed the Bank’s work on risk assessment, market
infrastructure and on international finance. Prior to that he
worked on various issues regarding monetary policy
strategy, inflation targeting and central bank independence.

Andy has written extensively on domestic and international monetary and financial stability,
authoring around 100 articles and three books. He is the co-founder of a charity 'Pro Bono
Economics', which aims to broker economists into projects in the charitable sector.

Greed and Corruption in the City – does it really exist?
Nick Kochan and Ian Fraser

The media has a regular debate about greed and corruption in the City of London. With insider
trading cases rife; the FSA clamping down; whistleblowers appearing by the minute; and a Bribery
Act that is meant to strike the fear of God in all those engaged in such activities; 2012 has seen such
practices becoming rarer and harder to practice than ever before. Or has it? Two leading
commentators on the financial markets take a microscopic view of greed and corruption in the City
and determined if it really does exist and, if so, in what form.

Nick Kochan is one of the UK's leading authorities on white-collar crime, on
corruption, and on market abuse. He has been observing and commenting on
abuse of the financial markets and institutions for over 20 years and is the author
of many books about white-collar crime. His latest book, Corruption, explores the
risks, remedies and responses to corruption and bribery in corporations, and
provides unique insight into law enforcement's thinking and practices in dealing
with suspected events.


Ian Fraser is a journalist, blogger and broadcaster on all aspects of
business, finance, politics and economics. His articles appear
regularly in the Financial Times, BBC News, The Sunday Times, The
Herald/Sunday Herald, Thomson Reuters and Dow Jones. Since
March 2009, Ian has been researching and helping to produce
documentary programs about the banking and financial crisis for
the BBC. These have included RBS: Inside The Bank That Ran Out of
Money, shown on BBC2 in December 2011. Ian is also a consulting
editor and blogger on Bloomsbury Publishing PLC’s QFinance
project, and an associate lecturer at the University of Stirling.

Wednesday, 20 June 2012
Everything you wanted to know about the City … but were too afraid to ask
Geraint Anderson, Cityboy

Geraint Anderson is the bestselling author of Cityboy, which sold over 200,000 copies, after a
successful career working for varous banks in the City. Geraint will tell us the inside track on how
investmenb banking really works and attendees will also receive a copy of his latest masterpiece:
Payback Time.

Payback Time tells the story of Cityboy Steve Jones, who is outraged when Bridget is found dead
after being fired by her bank. Everyone thinks she committed suicide, but Steve does not and so he
and five City workmates decide to take revenge. They hatch an ingenious plan to sabotage her firm
and succeed in bringing it to its knees. After wildly celebrating their success, Bridget's boyfriend
Fergus insists they take down a much more prominent bank. But soon the gang are being targeted
by the police and financial regulators. There must be a rat in their midst but, if so, who? Steve
investigates and digging deeper realises he could be on the trail of a murderer. Suddenly there's a
distinct possibility that an even bigger revenge is being planned and this time the pay back is heading
in his direction...

Geraint Anderson began his career as a utilities analyst,
composing models of publicly listed companies. In 1997 he
moved to Société Générale, and in 1999 to Commerzbank. In
2000, Anderson joined Dresdner Kleinwort and was named top
stock-picker two years running, appointed joint team leader of
the utilities research team, and the team became number two
in the utilities sector with Anderson personally judged the
fourth highest-ranked analyst (out of around 100)

Anderson started writing his City Boy column in the third
quarter of 2006 for thelondonpaper, which became a popular
piece with some readers of the newly launched free newspaper.
On 18 June 2008, it was revealed that Anderson was the
columnist City Boy of thelondonpaper and the following week
he published his first book: Cityboy: Beer And Loathing In The
Square Mile.


The Eurozone – a road to nowhere?
Laurens Vis, Managing Director, KAS BANK

You may not know Laurens Vis yet, but you will certainly remember him. A Dutchman with a strong
command of humour and wit, he will engage us in a clear view of where and what is happening in
the Eurozone for the future and whether it really is leading somewhere or nowhere.

Laurens Vis is the Managing Director of KAS BANK UK, an
independent European specialist in securities services. In
addition to steering KAS BANK’s strategy in the UK market,
Laurens holds overall responsibility for UK sales and
acquisition, relationship management, and product and
market development. During his distinguished 26-year
career at KAS BANK, Laurens has held a number of
director-level positions.

Laurens holds a doctorate in Economics from the
University of Amsterdam, and is a former member of both
the Euronext User Steering Committee and the
International Society of Securities Administrators (ISSA).

Tuesday, 4 July 2012
The Price of Fish
Michael Mainelli and Ian Harris

Professor Michael Mainelli and Ian Harris are regular guests of the Financial Services Club, and are
invited back to close this season with an engaging discussion about the Price of Fish.

In their new book, The Price of Fish, Michael and Ian examine the world’s problems and suggest that
it is not the circumstances that are too complex, but our way of reading them that is too simple. Too
simple and often wrong. Looking to the models developed by quantum physicists, they blend four
streams of thinking around choice, economics, systems and evolution, in a combination they believe
is the key to making better decisions and, in turn, finding answers to the world’s most wicked
problems.

Michael Mainelli co-founded Z/Yen, the City of London’s leading
commercial think-tank, in 1994 to promote societal advance through
better finance and technology. He is Professor Emeritus of Commerce
and a Fellow at Gresham College, Visiting Professor at the London School
of Economics Department of Management Information Systems &
Innovation Group, a non-executive Director of the United Kingdom
Accreditation Service - the UK’s sole accreditation body for certification,
testing, inspection and calibration services, a non-executive Director
of Sirius Exploration Plc - a mining company, a Trustee of Ocean
Alliance & The Whale Conservation Institute in Massachusetts & The


International Fund For Animal Welfare, on the editorial board of the Journal of Strategic Change as
well as the Journal of Business Strategy and on numerous advisory boards.

Ian Harris is a Director of Z/Yen which he co-founded in 1994. At
Z/Yen, Ian specialises in strategic planning and systematic
performance improvement in both the not-for-profit sector (which
he leads) and also commercial sectors. Prior to Z/Yen, Ian led Binder
Hamlyn's management consultancy's financial management systems
work. Ian is a regular contributor of articles and pieces for the
business and not-for-profit press. He is co-author, together with
Michael Mainelli, of the practical book "IT for the Not-for-Profit
Sector" and the best-selling novel "Clean Business Cuisine".


July ??
Hans Tesselaar, executive director of BIAN

BIAN, the Banking Industry Architecture Network? It’s an independent, not-for-profit organisation
which collaborates with its members (banks, IT vendors, SIs) on open standards, service-oriented
architecture (SOA). The community is really gathering momentum and added IBM to its Board this
year. A stat we often quote is that software integration costs triple the cost of the software itself – it
is this cost which BIAN is aiming to cut, through open standards.

Its 30+ members* include ING Bank, SWIFT, Credit Suisse, Deutsche Bank, IBM, Microsoft, Sungard…
its pretty powerful Board includes: Steve Van Wyk (Chief Information Officer ING Bank), Dr. Thomas
Mangel (Member of the Board, Postbank Systems AG), David Vander (Worldwide Sales Excellence
Lead, Microsoft Corp.), Harold Finders (CEO, SunGard Financial Systems), Don Trotta (Global Head of
Financial Services Industry, SAP AG) and Chae An (Vice President Financial Services Solutions IBM
Software Group).


The FSCLub Season Events Outline 2011 2012

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