Trevor is Co-Founder and Executive Director of EPFIF Limited and is the Founder and Managing Director of Specialist Pension Services Limited and SPS Conferences.
Trevor continues to attend most meetings and is actively involved in topics and venue selection of both EPFIF and SPS Conferences.
Trevor’s career started at the Legal & General Assurance Society, and progressed through Swiss Life Insurance & Pension Company to GEC where he became Assistant Pensions Manager in charge of scheme administration. After a period with Lonrho, Trevor joined Maxwell Communication Corporation and subsequently transferred to The Mirror Group as their Pensions Manager. He left The Mirror in October 1992 to start Specialist Pensions Services.
Trevor has a First-Class Honours Mathematics degree from the University of Newcastle and was elected a fellow of the Pensions Management Institute in 1988. He is involved with a number of charities including a period of five years as Chair of the Hertfordshire Multiple Sclerosis Therapy Centre.
Click here to email Trevor Cook
Fred Jaffe is the Co-Founder and Executive Director of EPFIF Limited and Executive Director of Specialist Pension Services Limited and SPS Conferences.
Fred regularly meets with Members of all Divisions to ensure close contact with the needs of the pension fund community to enable EPFIF meets these needs.
Fred’s career started with the US Congress as a Senior Legislative Assistant and he then continued in Government as a Trial Counsel for the Federal Energy Regulating Commission. After six years in Washington, Fred joined Standard & Poor’s as Vice President Corporate Finance (bond analyst) and then moved to Jefferies & Co. (an investment banking firm) as Senior Vice President, International Business Development – working in New York and then in London.
Fred is a qualified lawyer and a Member of the Washington DC Bar. Fred received his BA with Distinction from the University of Rochester and JD from Case Western Reserve University.
Click here to email Fred Jaffe
Alkesh Shah is the Programme Director for EPFIF and The Pension Investment Academy (PIA).
Alkesh has overall responsibility for the Programmes for all investment Forums/Seminars across the EPFIF and the PIA. Alkesh works closely with the EPFIF Advisory Committees who advise on topics selected for the seminars. He regularly researches current investment issues and industry trends and to ensure that programme content and speakers are relevant to Members.
Prior to joining EPFIF in 2009, Alkesh was Head of Consultant Relations (EMEA) at JPMorgan Worldwide Securities Services (WSS) where he was responsible for liaising and building relationships with pension funds and their consultants. Alkesh was also a Segment Analysts in the Pension & Charities business where he developed a strategic EMEA business plan and organised leadership seminars.
Prior to joining JPMorgan WSS in 2006, Alkesh worked as an Investment Consultant for over six years at Towers Watson. His responsibilities included general consulting advice for pension fund clients including areas such as Investment Strategy, Manager Selection and Monitoring as well as being part of the Custody Consulting Research team.
Alkesh holds an Investment Management Certificate (IMC) and a BSc Economics degree from the University of Warwick.
Click here to email Alkesh Shah
Liz is Special Projects Director for EPFIF and SPS Conferences – a wide ranging role which includes introducing new business initiatives. Liz was instrumental in forming the Irish and Bestuurstafel Divisions of the Forum.
Liz has over 20 years’ experience in conferences, publishing and business to business media particularly within the financial services and legal industries. Liz initially joined Sweet & Maxwell publishers as a Legal Editor. She moved to Kluwer publications as a commissioning editor responsible for pensions and benefits publications before joining IBC Conferences (later the Informa group). Liz was promoted to Director of the asset management conference team before moving to a part-time role following the birth of her first child. In 2006 she moved to Informa’s newly acquired IIR conference group and whilst there she was responsible for growing and developing some of the team’s largest events.
Liz also holds a post-graduate diploma from the Chartered Institute of Marketing. She graduated from Manchester University with a Law Degree and achieved the Law Society Finals (exam for solicitors).
Click here to email Liz Doughty
Sam joined EPFIF in 2013 as an Institutional Investor Relations Executive. His main role is to build relationships with Pension Fund Executives, Trustees and other Institutional Investors.
Prior to joining EPFIF, Sam spent 7 years at the London Stock Exchange, working firstly for their Training Services team and later in the Primary Markets team. Sam managed a number of events at the LSE, including a series of ‘Capital Markets Days’ which brought international delegations to London to meet investors. He also worked on a number of ‘pre-IPO’ events, for private companies thinking about floating on the London markets.
Sam graduated from the University of Birmingham in 2003 with a degree in French and German Studies.
Click here to email Sam Rossiter
Pam, an Executive Assistant, joined EPFIF in 2006 having previously worked as Personal Assistant to the Chairman & MD of Vauxhall Motors for a number of years. Prior to this, Pam has also worked as a PA in multimedia consultancy, engineering, electronics and catering.
Click here to email Pam Phillips
Amanda is an Executive Assistant and has been working for EPFIF for over fifteen years.
Prior to joining the company, Amanda worked as a Freelance Conference Organiser and
before that in the Fashion PR Industry and Corporate Sports Promotions.
Click here to email Amanda Shribman
Rob is Office Manager at EPFIF. He is responsible for the day-to-day running and administration of the office, including project management of various new office projects aimed at improving the efficiency and overall standard of service that EPFIF provides to its clients.
Rob joined EPFIF from Hitachi Europe Limited where he was the Principal Consultant on their Smart Commerce team. Previously, he worked for a major UK bank in various Head Office roles, and for a large City of London based stockbroker, where he held a senior position working directly for the Managing Director.
Click here to email Rob Walker.
Nevill joined EPFIF as Senior Executive in 2001 until he retired at the end of 2008 – during this time, amongst other responsibilities, he established and ran The Southern Africa Pension Fund Investment Forum (SAPFIF). He now works as a part-time Senior Consultant for SAPFIF and continues to help run and manage this Division.
Nevill started his career soon after qualifying in 1967, when he joined IBM UK’s Finance Division. During 30 years with IBM he held a variety of finance management posts (one being the Investment Manager of IBM UK’s pension funds) which also included finance management secondments to New York, Paris and Dublin. His final job there was as Head of IBM Europe’s Retirement Funds operation where he established an internal investment consulting unit supporting the many separate IBM country funds across Europe.
Nevill left IBM to join Sedgwick Noble Lownes Investment Consulting (SNL) as Director of Fund Manager Research. A year later SNL was taken over by William Mercer where Nevill assumed the role of a senior investment consultant.
When not involved with SAPFIF matters, Nevill works for three days a week as a volunteer ranger within the newly created South Downs National Park on a wide variety of countryside management activities – he also sit on the rangers’ committee as their treasurer.
Click here to email Nevill Brooke.
Ian is responsible for writing the Trustee View comments on the EPFIF website’s meetings blog having previously acted as a consultant giving advice on the design and content of the overall site.
Ian is currently an independent chairman of the trustees of the Next plc’s DB and DC scheme. He has a wealth of over 40 years DB and DC pensions and investment experience, both retail and institutional. He first became involved with DC arrangements in the 1970’s and has been responsible for the development of many new products and services that have become necessary to satisfy requirements of legislation change.
He retired from Legal & General Investment Management in 2009, having joined 15 years earlier to help develop their index tracking business. During that time, as Head of DC he established a specialist DC team and developed LGIMs DC proposition. He also carried out a root and branch review of the governance of all of LGIM’s client service and transaction processes which included leading the industry Via Nova Straight Through Processing project.
Ian is an Olympian having competed in the 50km race walk at the Moscow Olympics in 1980. He still competes in Masters events and is a 4 times world champion and world age record holder in the 65 to 70 age group.
Click here to email Ian Richards.