Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and
electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was formed in 2005, and is headquartered in Sydney, Australia.
The company stages more than 20 conferences and events each year –
in cities which have included London, New York, San Francisco, Los Angeles, Amsterdam, Beijing, Sydney and Melbourne – and publishes three media brands,
including the global website and strategy newsletter for global
institutional investors conexust1f.flywheelstaging.com. One of the company’s signature events is the bi-annual Fiduciary Investors Symposium. Conexus Financial’s
events aim to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable
retirement incomes. Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the
welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project.

Beatriz Perez is the senior vice president and chief communications, public affairs, sustainability and marketing assets officer for The Coca-Cola Company. She leads an integrated team across public affairs and communications, sustainability and marketing assets to support the company’s new growth model and path to become a total beverage company. In this role, Perez aligns a diverse portfolio of work against critical business objectives to support brands, communities, consumers and partners worldwide. She continues to oversee the company’s sports and entertainment assets, including iconic partnerships with Olympics, Special Olympics and FIFA. She will continue to lead strategic and operational efforts for the company’s retail, licensing and attractions portfolio of assets.
Since 2011, Perez served as The Coca-Cola Company’s first chief sustainability officer, where she developed and led progress against comprehensive global sustainability commitments with a focus on water stewardship and women’s economic empowerment. She advanced a global sustainability strategy designed to help grow the business while making a lasting positive difference for consumers, communities and the environment.
Prior to leading the company’s sustainability efforts, she served as chief marketing officer for Coca-Cola North America, where she built brands by developing some of the company’s most historic relationships, including American Idol and NASCAR. She began her career at The Coca-Cola Company in 1996 and held various roles in brand management and field operations before becoming CMO.
Among her recognitions are membership in the American Advertising Hall of Achievement and the Sports Business Journal’s Hall of Fame. The Association of Latino Professionals for America (ALPFA) named Perez to its 2017 50 Most Powerful Latinas ranking. She has been recognized as a “Conservation Trailblazer” by The Trust for the Public Land. She was on Hispanic Executive magazine’s list of Top 10 Leaders, and she was featured as one of the “25 Most Powerful Latinas” on CNN and in People en Español.
Perez is a strong advocate for community service, serving on various boards including The Coca-Cola Foundation, the company’s global philanthropic arm. She also serves on the corporate boards for Primerica and Grainger. She holds a Bachelor of Science degree in Marketing from the University of Maryland.

Peter van der Werf is engagement specialist, covering the consumer staples, healthcare and shemicals sectors. His areas of expertise include impact investing, labor rights, supply chain management, access to medicine and nutrition and social and environmental issues in the food and agriculture sector. He is an advisory committee member of a number of PRI working groups such as Agricultural Supply Chain, Sustainable Palm Oil and Deforestation. He gained over four years of professional experience in business development in frontier markets before joining Robeco in 2011. He holds a Master’s in Environmental Sciences from Wageningen University.

White is responsible for the content across all Conexus Financial’s institutional media and events. She is responsible for directing the bi-annual Fiduciary Investors Symposium which challenges global investors on investment best practice and aims to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. She is the editor of conexust1f.flywheelstaging.com, the online news and analysis site for the world’s largest institutional investors. White has been an investment journalist for more than 20 years and has edited industry journals including Investment & Technology, Investor Weekly and MasterFunds Quarterly. She was previously editorial director of InvestorInfo and has worked as a freelance journalist for the Australian Financial Review, CFO, Asset and Asia Asset Management. She has a Bachelor of Economics from Sydney University and a Master of Arts in Journalism from the University of Technology, Sydney. She was previously a columnist for the Canadian publication, Corporate Knights, which is distributed by the Globe and Mail and The Washington Post. White is currently a fellow in the Finance Leaders Fellowship at the Aspen Institute. The two-year program consists of 22 fellows and seeks to develop the next generation of responsible, community-spirited leaders in the global finance industry.

Laurent Ramsey has been a Managing Partner of the Pictet Group
since 1 January 2016. He has co-headed Pictet Asset Management with
Sébastien Eisinger since 1 April 2019, having been solely responsible
for the Group’s institutional arm between 2016 and 2019.
He joined Pictet in 1993 and has held various senior management
positions at Pictet Asset Management in Geneva, Hong Kong,
Singapore and London.
Laurent holds a Master’s in International Management from HEC
Lausanne School of Business and Economics and a degree in Business
Administration.
Laurent also serves as Vice-President of the Geneva Financial Centre and is a Board member of the Swiss Asset Managers Association.

Roy Swan leads the foundation’s mission investments team, managing Ford’s portfolio of mission-related investments (MRIs) and program-related investments (PRIs), and working to expand and strengthen the impact investing field.
Before joining Ford, Swan served as managing director and co-head of global sustainable finance at Morgan Stanley. During his time at Morgan Stanley, Global Sustainable Finance committed over $13 billion in community development transactions. Among his prior experiences, he was the founding chief investment officer of New York City’s Upper Manhattan Empowerment Zone (UMEZ), a federal initiative to bring new resources to distressed urban communities which played a key role in Harlem’s economic rebirth. He also served as CFO at Carver Bancorp, a Harlem-based publicly traded financial institution and the nation’s largest African American managed bank. Over the course of his career, Swan has worked in corporate law at Skadden Arps, investment banking at The First Boston Corporation, Salomon Brothers, and JPMorgan, and finance at Time Warner.
Swan serves on several non-profit boards, including the Dalton School, Enterprise Community Partners, Low Income Investment Fund, and the Partnership for After School Education. He also serves on the advisory boards of several private equity funds. he received a bachelor’s degree from Princeton University and a JD from Stanford Law School, where he was an editor of the Stanford Law Review.

Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and
electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was formed in 2005, and is headquartered in Sydney, Australia.
The company stages more than 20 conferences and events each year –
in cities which have included London, New York, San Francisco, Los Angeles, Amsterdam, Beijing, Sydney and Melbourne – and publishes three media brands,
including the global website and strategy newsletter for global
institutional investors conexust1f.flywheelstaging.com. One of the company’s signature events is the bi-annual Fiduciary Investors Symposium. Conexus Financial’s
events aim to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable
retirement incomes. Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the
welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project.

Karen Karniol-Tambour is the Head of Investment Research at Bridgewater Associates, the world’s largest hedge fund with $160 billion in institutional investments. In this capacity, she oversees a team of over 150 investment professionals researching and building systematic strategies to trade global financial markets. Karen oversees Bridgewater’s systemized investment logic for trading fixed income, with a secondary responsibility for equities, and is a regular author of Bridgewater’s Daily Observations. She meets regularly with investors and policymakers, and represented Bridgewater at the World Economic Forum in Davos in 2017 and 2018.
Karen graduated from Princeton University’s Woodrow Wilson School, where she studied under Nobel Laureate Daniel Kahneman and was awarded the Gale F. Johnson Prize in Public Affairs. Born and raised in Israel, Karen has worked with nonprofit Seeds of Peace since she was a teenager and serves as member of its Global Leadership Council. Committed to enhancing women’s leadership in finance, Karen is an active angel investor focusing on technology startups led by women. She is a Council on Foreign Relations Corporate Leader and was included in Business Insider’s Rising Stars Under 35 in Asset Management

White is responsible for the content across all Conexus Financial’s institutional media and events. She is responsible for directing the bi-annual Fiduciary Investors Symposium which challenges global investors on investment best practice and aims to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable retirement incomes. She is the editor of conexust1f.flywheelstaging.com, the online news and analysis site for the world’s largest institutional investors. White has been an investment journalist for more than 20 years and has edited industry journals including Investment & Technology, Investor Weekly and MasterFunds Quarterly. She was previously editorial director of InvestorInfo and has worked as a freelance journalist for the Australian Financial Review, CFO, Asset and Asia Asset Management. She has a Bachelor of Economics from Sydney University and a Master of Arts in Journalism from the University of Technology, Sydney. She was previously a columnist for the Canadian publication, Corporate Knights, which is distributed by the Globe and Mail and The Washington Post. White is currently a fellow in the Finance Leaders Fellowship at the Aspen Institute. The two-year program consists of 22 fellows and seeks to develop the next generation of responsible, community-spirited leaders in the global finance industry.

Fiona Reynolds is the chief executive of the Principles for Responsible Investment (PRI) and has responsibility for its global operations. Appointed in 2013, she has 25 years' experience in the financial services and pension sector. Reynolds joined the PRI from Australian Institute of Superannuation Trustees (AIST), where she spent seven years as the chief executive, working within the Australian superannuation sector and played an active role in advocating pension fund policy and participated in a number of government committees and working groups on superannuation and retirement incomes policy. She serves on the board of the UN Global Compact, she is the chair of the Financial Services Commission into Modern Slavery and Human Trafficking (The Liechtenstein initiative), which has been developed by the United Nations University Centre for Policy Research (UNU-CPR) and supported by the Government of Liechtenstein and. Reynolds is also a member of the International Integrated Reporting Council (IIRC), the Global Advisory Council on Stranded Assets at Oxford University, the UN Business for Peace Steering Committee, the Global Steering Committee for the investor agenda on climate action and the Steering Committee for Climate Action 100+ which is the largest ever investor engagement with listed companies. She has been a member of the UK Government Green Finance Taskforce. In 2018 Fiona was named by Barron’s magazine of one of the 20 most influential people in sustainability globally and by the Australian Financial Review of one of Australia’s 100 women of influence for her work in responsible investment globally. She has formerly been a pension fund director/trustee of AUSfund and been on the boards of Industry Funds Credit Control, Australia for UNHCR, the Australian Council of Superannuation Investors and the National Women in Super Network. In September 2012, she was named by the Australian Financial Review as one of Australia’s top 100 women of influence for her work in public policy.

Tate has been an investment industry media publisher and conference producer since 1996. In his media career, Tate has launched and overseen dozens of print and
electronic publications. He is the chief executive and major shareholder of Conexus Financial, which was formed in 2005, and is headquartered in Sydney, Australia.
The company stages more than 20 conferences and events each year –
in cities which have included London, New York, San Francisco, Los Angeles, Amsterdam, Beijing, Sydney and Melbourne – and publishes three media brands,
including the global website and strategy newsletter for global
institutional investors conexust1f.flywheelstaging.com. One of the company’s signature events is the bi-annual Fiduciary Investors Symposium. Conexus Financial’s
events aim to place the responsibilities of investors in wider societal, and political contexts, as well as promote the long-term stability of markets and sustainable
retirement incomes. Tate served for seven years on the board of Australia’s most high profile homeless charity, The Wayside Chapel; and he has underwritten the
welfare of 60,000 people in 28 villages throughout Uganda via The Hunger Project.