Jean-Pierre Diserens is Founding Partner of Fidurhone SA, Geneva, an asset management and fiduciary trust company licensed by the Swiss Federal Banking Commission. Before founding Fidurhone in 1976, he held executive positions in several financial companies specialised in all areas of asset management. He is a Swiss citizen.
Chief Executive Officer, Canfin Financial Group of Companies MBA, CMC, CIM, RRC, CFP). Tony is the Chairman and CEO of Canfin Financial Group of Companies, an entity which provides professional wealth management advisory services to businesses, professionals and individuals across Canada and globally. Outside of work, he is passionate about the profession and financial literacy, so he gives back by serving as the Chairman for The Canadian Institute of Financial Planning, volunteering as a Director of The Financial Planning Association in the USA, while sitting concurrently on the Board of Governors for Humber College Institute of Technology & Advanced Learning. He was also the past Director and past Chair of the Canadian Institute of Financial Planners in Canada. Over the last two decades, Tony has been invited to share his passion, knowledge and experiences across Canada and internationally on Strategy, Cultural Diversity, The Wealth Management Industry, Standards of Care and Cross-Border Financial Planning for Multinational Clients. Tony has earned an MBA, is a Certified Management Consultant, Certified Financial Planner, and Chartered Investment Manager and is the recipient of Fellow of FPSC (Financial Planning Standards Council)
Cosima F. Barone, a seasoned wealth manager and financial analyst based in Geneva, has worked in the global financial industry for over four decades, during which she covered multiple positions and with several major international companies. Her most recent endeavors of the 21st century include the following: - Founder and Chairman of FINARC (Financial Analysis Research Consulting) SA - www.finarc.ch - since 2003; - Board Member of GSCGI/SAIFA - www.gscgi.ch - since 2003 and Director since 2012; - Member of the Executive Committee of CIFA since 2014 - www.cifango.org; Author of the "INFERENTIAL FOCUS" since 2002, she is also the Editor in Chief of "The IFA's WealthGram" monthly magazine of GSCGI/SAIFA, as well as of CIFA's "TRUSTING" bi-annual magazine. She has published articles in various financial magazines. Cosima F. Barone is often invited to speak at national and international conferences. In August 2011, she was a guest speaker at the Banco Central del Uruguay in Montevideo annual economic conference, invited by Ec. Fernando Lorenzo, Minister of Economy and Finance, and Ec. Mario Bergara, Governor of the central bank.
Hanifa Mezoui, PhD, has enjoyed a distinguished career with the United Nations for the past 28 years. In the last ten of those years, she has been Chief of the NGO Section of the Department of Economic and Social Affairs where she has established an impressive record of accomplishments.
The Informal Regional NGO network (UN-NGO-IRENE) was developed under her guidance as a critical channel for communicating key programs between the UN and the NGO community, including marginalized groups in developing countries.
From September 2011 to September 2012 she joined the Office of the President of the Sixty Six General Assembly as the Special Coordinator for the Third Committee and Civil Society.
Ms. Hanifa Mezoui holds a Doctorate in French Linguistics, an MA in French Literature, an MA in applied Linguistics and an MA in Business Administration from the University of Aix-en-Provence, France.
Presently she is a Senior Advisor to the UNAOC High Representative in charge of Humanitarian Affairs and Civil Society.
Janka has an extensive experience working with executives and Boards to drive growth in financial services and banking industry for various global multinational banking and financial services companies, such as Citigroup, HSBC, ING and SMBC. She has robust experience overseeing and leading compliance and risk management teams as well as executing global corporate governance policies. At the beginning of her career, Janka also worked for the United Nations Conference of Trade and Development in Switzerland. Janka holds an LLM degree from Osgoode Hall Law School (York University, Toronto, Canada), MBA degree from RIT (Rochester, NY, USA) and Engineering degree from the University of Zilina (Slovakia). She is a Certified Anti-Money Laundering Specialist (CAMS).
Lilly joined TD Asset Management Inc. (TDAM) in March 2013. She is a member of the external distribution team and has responsibility for TDAM's business development for institutional channel on Ontario and Western Canada. Lilly has worked in the financial services industry since 1993, and specializes in the distribution of investment solutions via pension plans, corporate plans, endowments and foundations. Lilly holds a Masters of Business Administration from University of Warwick in the United Kingdom and Honours Bachelor of Arts in Economics from McGill University in Canada. Lilly earned a Certified Investement Management Analyst from IMCA and Chartered Alternative Investment Analyst from CAIA.
is CIFA representative for SE Asia, in Jakarta, where she is based since 2014. Journalist by trade, she co-founded Forward SA in Switzerland (the publisher of BANCO, the Swiss Asset Management Magazine) in 1995 and Forward Services & Consulting Ltd in the UK in 2007. Indira is Chairman of Forward's Group of companies and Editor-in-Chief of BANCO. Together with her husband, Selim R. Chanderli, she launched The Swiss Village, which aims at promoting exchanges between the Swiss and Indonesian independent financial advisors, as well as introducing Swiss financial actors to potential partners and clients in Indonesia. Born in Bangkok, of Indonesian descent (on her father's side), Indira is a Swiss and Italian national.
Stephen B. Young is the Global Executive Director of the Caux Round Table for Moral Capitalism (CRT). Young has published Moral Capitalism and The Road to Moral Capitalism, two well-received books written as a guide to implement the CRT ethical and socially responsible Principles for Business. In her 2008 book, The Difference Makers, Professor Sandra Waddock listed Young among the 23 persons who created the corporate social responsibility movement.
Young was educated at Harvard College and Harvard Law School. He served as an Assistant Dean at the Harvard Law School and as the third Dean of the Hamline University School of Law. He has taught at the University of Minnesota and at the SASIN Graduate School of Management in Bangkok and spoken at many workshops and conferences on corporate social responsibility and business ethics.
Young has also taught at the University of Minnesota Law School, Carlson School of Management, the College of Liberal Arts and Minnesota State University – Mankato. He has written numerous opinion articles for the St. Paul Pioneer Press, Minnesota Journal on Law and Politics, St. Paul Legal Ledger and has been published in the Wall Street Journal, New York Times and the Washington Post.