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Luminary 2021


We invite you to join us at Luminary 2021 for a morning of inspiring and educational talks.

Welcome to Luminary 2021

COVID-19 has meant that our 2020 event was inevitably cancelled and, though restrictions are still in place for 2021, we are refusing to delay our Luminary events any further, so will deliver our next instalment online. 

We are looking forward to presenting to you once again. 

Partnering with M&G Investments, we will provide you with a series of talks delivered by an array of leading ladies.
 

Platform market update
Speaker Name
Alison Mollard
Speaker Job Title
Head of South East Sales
Speaker Firm
AJ Bell
Session Overview

Alison will provide an overview of the platform market and update you on AJ Bell Investcentre’s recent platform developments. She’ll also spend a few minutes talking about her own challenges, successes and personal experiences throughout a 25-year career in financial services.

About Alison

Speaker Bio

Alison is a finance graduate with over 25 years’ experience in the financial services industry. Having worked as the National Key Accounts Manager for a large investment trust for over 10 years, she joined AJ Bell in September 2010 as a member of the Business Development Team, responsible for sales and the promotion of our platform and pension products to advisers across the South East.

The self-employed and saving for later life
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell Investcentre
Session Overview

There are over four million self-employed people in the UK, and more than a third of them are women. The success of auto-enrolment has widened the gap between employed and self-employed pension savings, so we will discuss how this segment of the working population is saving for later life. We will look at what advisers, pension providers, the Government and regulators can do to encourage the self-employed to save more money.

About Lisa

Speaker Bio

Lisa is an economics graduate with over 16 years’ experience in the financial services industry. Prior to joining AJ Bell in May 2014, she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Resources Team, responsible for providing regulatory and technical analysis to the business and outside world.

Planting the seed of self-belief
Speaker Name
Jane Nugent
Speaker Job Title
Trustee
Speaker Firm
Smart Works Greater Manchester
Session Overview

Smart Works supports women in need into employment with a simple two-hour intervention including a ‘dressing’ appointment and interview coaching. In a relatively short amount of time, the transformation to visitors is astonishing and the seed of self-belief and an ability to succeed is planted. 65% of visitors go on to secure a job within a month, gaining financial independence and transforming their lives.

Jane will be talking about some of her experiences of coaching the women who visit Smart Works and the positive impact this has on their self-belief, as well as sharing some helpful interview and confidence-boosting tips that we can all benefit from.

About Jane

Speaker Bio

Jane Nugent is a Trustee and volunteer interview coach with Smart Works Greater Manchester, one of the eight Smart Works centres around the UK.

Jane coaches the women who visit Smart Works with interview and confidence-boosting techniques for attending job interviews to give them the best possible chance of securing employment.

Being a Fund Manager: The journey so far….
Speaker Name
Eva Sun-Wai
Speaker Job Title
Fund Manager
Speaker Firm
M&G Investments
Session Overview

Eva will provide delegates with an insight into how she became a fund manager, having come from a family of medics and engineers, not to mention her martial arts background. The session will provide lessons learnt in her journey into fund management, as well as an insight into what it’s like to work in a male dominated team who have many years more experience than her. The session will consider some of the day to day challenges of running the M&G Global Government Bond Fund whilst deputising on the highly reputable M&G Global Macro Bond Fund, as well as her thoughts on the outlook for fixed income markets from here.

About Eva

Speaker Bio

Eva Sun-Wai became the lead manager on the Global Government Bond strategy and deputy manager on the Global Macro Bond strategy in January 2021. Since September 2019, Eva had been a junior macro fund manager in the Wholesale Fixed Income team, where her role involved implementing macroeconomic trade ideas in the Global Macro Bond and the Absolute Return Bond strategies. She joined M&G in 2018 on the Investment Graduate Scheme, rotating across several business areas including emerging market debt, corporate credit research, real estate and long-term investment strategy. Before joining M&G, she worked on passive products and ETF strategies as a summer intern at State Street Global Advisors. Eva has a BSc (Hons) Economics degree from the University of Birmingham, has obtained the IMC and Financial Services Level 6 qualifications and is a Level 2 candidate in the CFA Program.

From passion to purpose
Speaker Name
Belinda O’Neill
Speaker Job Title
Founder
Speaker Firm
Be Inspired To Be
Session Overview

We welcome Belinda O’Neill, Commercial Branch Manager from the Bank of Ireland, to share her story, personal experiences and development. She’ll tell us how, along her journey, she was inspired to create her own brand, how resilience is vital, and how following our passion can lead us to fulfilling our purpose.

About Belinda

Speaker Bio

Belinda O’Neill, founder of ‘Be Inspired To Be’ is by profession a Bank Manager – working for the same bank for 24 years. 

In 2017, following a cancer diagnosis for a very close family member, Belinda founded her own inspirational creative writing brand, ‘Be Inspired To Be’.

Her writing became a form of self-therapy during a very challenging time. She set up her social media pages and began sharing her original work, with the aim of helping others, who perhaps were also going through a difficult time. On 31 August 2019, Belinda made a personal commitment to herself, to write an original inspirational quote or poem every day for 365 days, which she has continued to fulfil.

Belinda is also an inspirational speaker, sharing her journey at many events – Women In Business, Women Mean Business, Mums at Work to name a few – and has been regularly interviewed on radio, including on BBC Radio Ulster and U105.

As an avid fundraiser her motto is “Through giving is how we truly receive”.

Belinda is set to publish her first ‘Be Inspired To Be’ book this autumn.
 

Ethical investing comes of age?
Speaker Name
Laura Suter
Speaker Job Title
Personal Finance Analyst
Speaker Firm
AJ Bell
Session Overview

Ethical investing, or ESG, has been a buzzword on the edges of the investment industry for decades, but now we’re starting to see people use their savings to back their ethics – with flows into ethical investment strategies starting to rise. But what’s driving this trend, who are the investors backing the strategies and what are their goals? And as more money is drawn into these strategies, how are investment companies responding? Do we all need to be wary of greenwashing and cynical grabs for assets?

About Laura

Speaker Bio

Laura Suter is Personal Finance Analyst at AJ Bell. She is a multi-award-winning former financial journalist, having specialised in investments. Laura joined AJ Bell from the Daily Telegraph, where she was Investment Editor. She has previously worked for adviser publications Money Marketing and Money Management, and has worked for an investment publication in New York. She has a degree in Journalism Studies from the University of Sheffield.

Landscape for women’s careers in financial services
Speaker Name
Helen Ilsley
Speaker Job Title
Head of BD & Executive Coach
Speaker Firm
The Executive Coaching Consultancy Ltd.
Session Overview

In this insightful session Helen will take a look at the shape of women’s careers as outlined by Mainiero & Sullivan. She will take a look at the impact of parental transitions and offer some useful tips and potential solutions on how to continue taking those progressive career steps. 

About Helen

Speaker Bio

Helen brings a successful combination of 15 years of commercial experience, 15 years running a charity and over 5 years (and counting) of executive coaching. Helen’s first career was in investment banking, working as a Director of Emerging Markets Equity Sales. During this time, she co-founded a charity supporting health and education projects in Latin America. She became interested in coaching, having received coaching herself and been blown away by the impact it had on her. She now coaches leaders and future leaders and also heads up ECC’s Business Development function. 

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