Speakers 2013

Geoff Balzano (CEO Morningstar UK)

Geoff is chief executive officer of Morningstar in the UK, where he is responsible for strategy and operations for all of Morningstar’s business lines in the UK market. Since relocating to London in 2007, Geoff has overseen the rapid growth of Morningstar UK, doubling the number of staff working in, or supporting the UK business, to some 300. He has also overseen several company acquisitions that have extended Morningstar’s data and research capabilities available to the UK market. Geoff has lead Morningstar’s response to a number of industry challenges, including the readying of the company’s adviser software products and research for the UK’s Retail Distribution Review, and driven Morningstar to become the company of choice for the provision of investment information, confirmed by the company’s appointment as official sector monitor to the IMA, as well as statistics provider to the Financial Times.

Geoff holds a bachelor’s degree in history and Asian studies from Indiana University and a master’s degree in business administration with a concentration in finance and marketing from the University of Chicago Graduate School of Business.

Dr. Nikolaus von Bomhard (CEO MunichRE)

Mr. von Bomhard completed his law studies at the universities of Munich and Regensburg with a doctorate. He joined the Munich Re graduate trainee programme in 1985, and afterwards worked as an underwriter in the Operational Division: Fire/Treaty. In 1992 he was appointed Deputy Head of the Operational Division: Germany. In 1997 Mr. von Bomhard took on the task of building up and managing the Munich Re office in São Paulo, Brazil. In 2000 he was appointed to the Board of Management and from 2001 was responsible for the Europe 2/Latin America Division. He was appointed Chairman of the Board of Management with effect from 1 January 2004. Mr. von Bomhard is responsible for Group Development, Group Investments, Group Communications, Group Compliance, Group Audit.

Clement Booth (Member of Board Allianz SE)

Clement has been a Member of the Board of Management at Allianz SE since January 1, 2006. Clem has Management Board responsibility for the global insurance lines Industrial, Specialty, Credit and Reinsurance as well as the regions UK, Ireland and Australia.

He is Chairman of Allianz Global Corporate & Specialty, Allianz Insurance plc, Euler Hermes SA (a company listed on the Paris stock exchange) and member of the boards of Allianz Australia and Allianz Irish Life Holdings plc. Prior to joining Allianz SE, Clem was Chairman & CEO of Aon Re International. Before that, Clem has spent 18 years within the Munich RE Group, the last five as Member of the Board of Management in Munich, Germany.
Stephen Denyer (Global Markets Partner Allen & Overy)

Stephen is the firm's Global Markets Partner with overall responsibility for leading and co-ordinating our approach to markets in which we do not yet have an established presence and for co-ordinating our relationships with associated firms and with firms in new markets with whom we may wish to establish formal ties (referral firms). In addition, he is A&O's global representative with regulatory and professional bodies such as the IBA. His professional work has included M&A, privatisations, flotations and take-over bids in many parts of Europe. He frequently chairs and speaks at conferences on a range of topics relating to law firm development and management..

Dr. Alexander Dibelius (CEO Goldman Sachs Germany, Austria,
Central and Eastern Europe)


Alex has overall responsibility for the firm’s business in Germany, Austria, and Central and Eastern Europe. He is also global cohead of the Industrials Group. Alex is a member of the European Management Committee, the Firmwide Strategy Committee and the IBD Operating Committee. He previously served on the Partnership Committee and the Client Relationships and Responsibilities Subcommittee of the Business Standards Committee. Alex joined Goldman Sachs in London in 1993 as an associate and became a vice president later that year. He worked in Mergers & Acquisitions in London, New York and Frankfurt. In Frankfurt, Alex was co-head of Mergers & Acquisitions for the German region and subsequently co-head of Investment Banking in the German region. He was named managing director in 1997 and partner in 1998.

Alex is a member of the Credit Committee of the German Banking Association and serves on several supervisory boards of German portfolio companies associated with Goldman Sachs’ Principal Investment activities. Alex earned an MD in 1984 and a PhD in 1986 from the University of Munich.

Dr Hans Falk Bjerke (Chairman Board of Advisors of Deutsche Private Equity)

Hans Falk Bjerke is Chairman of the board of advisors of Deutsche Private Equity (DPE) - a leading Munich based partnership, specialized in the "Mittelstand" segment of the German private equity sector. Prior to joining DPE, he was a Partner and Senior Advisor at Droege&Comp - a leading provider of restructuring private equity and advisory services. After formative years at McKinsey and Vale SA in Brazil, he has held senior executive positions in various European countries at Allianz Group and Schroders PLC and later senior board directorships at Madaus AG, Eckes AG CinemaxX AG in Germany and Alfa Insurance Group and Alfa Capital Partners in Russia.

Hans studied economics and business administration at the University of Vienna and Insead
Dr. Emily Haisley (Investment Philosophy & Behavioural Finance, Barclays)

Emily Haisley joined the Behavioural Finance team at Barclays in September 2010. This team implements an advice model that incorporates psychology into classical finance principles. A Financial Personality assessment is used to align advice and solutions to the traits and beliefs of clients in order to allow them to capitalize on their strengths and avoid potential pitfalls. While at Barclays Emily has spearheaded global surveys and reports on entrepreneurship, the female economy, succession planning, financial discipline and “treasure assets”.Emily’s background is in academic research and teaching at the intersection of psychology, economics and organizational behaviour. Her research has been published in top tier academic journals and has received numerous citations in the popular press. Her research partners have included McKinsey & Co., Google, PNC Bank and the U.S. Department of Health and Human Services. Prior to joining Barclays, Emily was a Post-Doctoral Associate at the School of Management of Yale University. She received a PhD in Organizational Behaviour from Carnegie Mellon University and an undergraduate degree in Psychology from Brown University.
Lindsay Johnston (VP Commercial Operations EMEA, Oracle)

Lindsay was appointed to his current role at Oracle Corporation in February 2012, helping integrate and run the European Partner Organisation in Oracle EMEA. Prior to this appointment Lindsay held a number of Senior level positions in Oracle’s Global Finance organization, Vice President Finance EMEA, VP Finance of Oracle Hardware Business in EMEA integrating the acquired SUN MicroSystems Organisation, and leading Finance in Western Europe focusing on Oracle’s Software Technology and Applications Businesses. During these periods Lindsay was a Member of Oracle’s Global Finance Management team, and European Management Team.

Prior to joining Oracle in 1998, Lindsay worked for Digital Equipment Corporation as Managing Director and Finance & Operations Director for the Czech Republic and Slovakia and leading Finance in Digital’s IT Outsourcing Business. Prior to this Lindsay was with Philip Morris Europe in the FMCG Industry, in Corporate Audit and Manufacturing Financial Operations.
Dr Thomas Marsoner (Vice Chairman & Managing Director, Nomura International plc)

Thomas has been a Vice Chairman and Managing Director in Investment Banking at Nomura since 2009 as well as a member of the Creditors' Committee of Lehman Brothers Europe Limited.

He was a Senior Advisor to Lehman Brothers from 2001 until 2008. Between 1995 and 2001, Thomas was a Managing Director at Lehman Brothers, heading both the Financial Institutions Group and the other Industry Groups. Before Lehman Brothers, Thomas was Co- Head of the European Financial Institutions Group at Salomon Brothers. Thomas received his Doctorate in 1982 from Vienna University and his MBA (Beta Gamma Sigma), with a focus on finance in 1985 from Columbia Business School.
Russ Mould (Moderator)

Russ Mould, Chief Editior Shares Magazine Russ has 22 years' experience of the capital markets. He started at Scottish Equitable in 1991 as a fund manager, where he had responsibility for the Nordic and Swiss equity markets. He joined SG Warburg in 1993, where he worked as an equity analyst covering the technology sector for 12 years, during which period Warburg became a key part of Swiss Bank Corporation and then UBS's investment banking operations, as a result of a series of M&A transactions. Russ was voted best analyst in the semiconductor sector in 2001 by Institutional Investor and reached the level of Managing Director in 2003 when he became head of UBS' global semiconductor research effort. Russ joined Shares in November 2005 as technology correspondent and was appointed Editor of the magazine in July 2008.

Peter Pantlin (CCO Gamesa UK)

Peter M. Pantlin was born in Brussels and educated in the UK, Belgium and Germany. After some 30 years or so working in international commercial and investment banking at Lloyds Bank International, Swiss Bank Corporation International / SBC Warburg and Societe Generale in Europe and Asia, specialising in the International Capital Markets (Fixed Income and Equities ), notably working on syndicating and advising on some of the largest global privatizations, IPO's and secondary offerings, convertible issues, rights issues etc. Both at Swiss Bank and Societe Generale, Peter's team won numerous industry awards. He then became a Partner of a Leading City based global Financial Public Relations consultancy advising many clients, from numerous different sectors, from Asia, Europe and Africa on their plans for capital raisings and cross border mergers and acquisitions. In 2011, Peter joined Gamesa Corporacion Tecnologica as the UK Chief Corporate Officer. Gamesa is based in Spain, listed on the Madrid Stock Exchange and is the world's fourth largest wind turbine manufacture. Gamesa is truly global with important plants in China, India, Spain, the USA and Brazil and offices in many other countries.

Dr. Andrea Vedolin (Finance Lecturer LSE)

Andrea Vedolin joined the Department of Finance at the London School of Economics in June 2010. Andrea received her PhD in Economics from the University of Lugano. Prior to her PhD, Andrea worked for various banks in Switzerland and Germany. Her main research interests are at the intersection of theoretical and empirical asset pricing with a special focus on derivatives pricing. She is now teaching courses in Risk Management, Fixed Income and Derivatives at the LSE.

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