Paul has led global and domestic human resources teams in financial services and retail organizations for over 20 years. His years of work experience in human resources leadership encompasses roles in talent acquisition, total rewards, DE&I, college relations, and human resources management. He graduated with a BS in Economics and holds certifications from Cornell University and Yale University and is currently pursuing a MS in Human Resource Management.

Arthur Woods is a social entrepreneur and LGBTQ+ leader, working at the intersection of equity, inclusion and technology. He was named to Forbes 30 Under 30 and 40 Under 40 by BEQ. He is the author of the national best-selling book, Hiring for Diversity; he is a global keynote speaker, having delivered 3 TEDx talks; and has contributed to Harvard Business Review, FastCompany and Forbes.

He is the Co-Founder of Mathison, a venture-backed technology platform equipping employers with everything they need to manage their diversity hiring, analytics and training. He is the creator of the first Equal Hiring Index to assess and benchmark inclusive hiring practices. Arthur came from Google where he led operations for YouTube’s Education division and oversaw YouTube for Schools. Arthur previously co-founded Imperative, leading social learning platform; Out in Tech, the largest global LGBTQ technology community; and Social Impact 360, a collegiate social enterprise education program.

Arthur studied at Georgetown University, Pontificia Universidad Católica de Chile and HBS online. He is a World Economic Forum Global Shaper, was a GCT Entrepreneur in Residence, a New York Venture Fellow, SAP.io Foundries Fellow and sits on the Advisory Boards of LIFT and Second Day.

Beverly Love previously worked with George at Russell Reynolds Associates in the asset and wealth management practice from 2008 – 2011 before joining Wilbanks Partners. Prior to that, she worked in the office of the Chief Economist of Morgan Stanley & Company for five years in project management and research. She earned a Masters from Southern Methodist University and an undergraduate degree from Abilene Christian University. She began her career in opera performance and is a jugendlich dramatischer soprano with an extensive repertory.

Manon is an innovation strategist and a marketing professional with experience across the public and private sectors.
She holds a double degree (Master II) in communication from Sciences Po Bordeaux and the Bordeaux-Montaigne University, France.
She has created and developed the LHoFT brand for five years as part of the founding team of Luxembourg’s Fintech Hub, which is now recognized internationally as a leader in innovation. Since January 2022, she has been building a marketing and business consultancy with a strong focus on financial inclusion and financial literacy.

Alastair Woodward has 25+ years’ experience in the asset management industry. Until 2018, he was a Conducting Officer and the Head of Risk Management EMEA at Schroders, prior to which he held the same role at Aberdeen Asset Management. Alastair also worked as a Director in the Investment Management Advisory Practice at Deloitte and at JP Morgan Asset Management. In 2019, he took a career break to complete the Advanced Management Program and Entrepreneurship Development Program at the MIT Sloan School of Management before joining Next Gate Tech.

Jonathan Prince is co-founder and CSO of Finologee, a FinTech & RegTech founded in 2017, and partner in charge of Sales & Marketing at Mpulse, a telecom routing and micropayments specialist, since 2010. The French-British national is a well-known figure in the Luxembourg FinTech industry, having contributed to Luxembourg’s digital scene over the past decade by founding and running a variety of companies and products and, in particular, by pioneering mobile payments in Luxembourg. He is also public speaker and host in various Finance and Technology conferences.

Jonathan gained his first experience in the tech world by joining the Digital content specialist 123 Multimedia in 2001. He then founded TCG in 2007, an advisory firm active in the telecommunications and payments industry, before switching to the mobile advertising agency LD Mobile in Marseille, which is part of the Vivendi Group. In 2010, Jonathan moved to Luxembourg and joined Mpulse, the telecom messaging, routing and micro-payments specialist that his now-business partners Raoul Mulheims and Georges Berscheid had founded in 2006. Together with them, Jonathan embarked onto the next endeavour in 2012, namely, to build Luxembourg retail banks’ mobile payments product and infrastructure with Digicash. Digicash was acquired by Payconiq in 2017.

Finologee is the latest venture he co-founded, designing an operating mutualised systems for bank compliance (PSD2 and CEDRS), mobile payments (Digicash & Mpulse), KYC lifecycle management (KYC Manager) and digital end-customer interaction for data retrieval, identification and e-signature, as well as secure open finance APIs for clients in 19 countries.

Georges is the founder of Investre, an ESG-focused fintech start-up. Investre is building the world’s first app for buying and selling sustainable investment funds—the experience of investing should be so positive that first-time retail investors fall in love. He is Partner at Ilavska Vuillermoz Capital, a Luxembourg-based investment company specialised in fintechs. Georges is also a Non-Executive Board Director for Investify Tech, Governance.com and Exceet. Before immersing himself in the fintech and start-up scene, he served as Managing Partner at KPMG Luxembourg from 2012 to 2016. In all, he spent 27 years with KPMG, specializing in asset management, banking, taxation, and capital markets. He has served as board member for ALFI, ILA, and Fedil. He has also contributed to European professional associations, including EFAMA and the EU Commission Expert Groups. Above all else, Georges believes in the strength of people and teams. He aspires to be a worthy and inspiring motivator in each of his leadership roles.

Marie Autuori joined Governance.com in 2016 after graduating from a business school. Since then, she has worked in the Client Success Team, first as an implementation manager and now as a team leader. Marie has carried out numerous implementations of governance for depositaries and asset managers and helps clients to make the best of the platform by providing custom-made solutions to fit their needs. She is a functional Governance.com specialist and has particular expertise in project management, implementation management, business analysis, process analysis and structuring as well as depositary and asset management projects.

Jag provides distribution insights on ESG to clients of Broadridge to help expand their solutions and drive business growth. He has been a consultant and advisor to asset management executives for more than 25 years, supporting business development and product innovation.

Specializing in ESG, he founded Impactvesting LLC, a consultancy on sustainable investments. Formerly he was senior managing director and head of global research at Strategic Insight (now part of Institutional Shareholder Services), delivering business intelligence solutions to fund industry clients across Europe, Asia-Pacific, and North America.

Jag has authored thought leadership studies on global asset management for organizations such as Brown Brothers Harriman, SEI Investments, the Association of the Luxembourg Fund Industry, and the European Fund and Asset Management Association. He has a Bachelor’s degree from Harvard and a Master’s from the London School of Economics.

Martin Jarzebowski leads the integration of ESG, active engagement and analytics for over $650 billion in global assets across equities, fixed income, alternatives and liquidity strategies. Federated Hermes has over 60 ESG subject-matter experts and one of the world’s largest ESG engagement databases with 18 years of proprietary data. He is a senior member of Federated Hermes’ Risk Management Committee, Proxy Voting Committee, Sustainability Leaders Council, ESG Faculty and is a former Equity Portfolio Manager.

Martin is an Adjunct Professor of Sustainable Finance at the University of Rochester Simon Business School, serves on the CFA Institute ESG Technical Committee, Harvard Law School Corporate Governance Advisory Council, Sustainability Accounting Standards Board (SASB) and is a Forbes ESG Thought Leader.

He graduated from Cornell University magna cum laude, earned a masters from the London School of Economics (LSE) and completed a post-grad from the Yale School of Management. Martin is a CFA charterholder and FSA credential holder.

Eivind Lorgen is the former CEO & President of Nordea Asset Management (NAM) in North America. NAM is a global leader within responsible investments & ESG. He is an unconstrained advisor to corporate issuers, funds and asset managers as well as non-profit organizations and leading business schools. He is a founding member of the Sustainability Accounting Standards Board (SASB) Investor Advisory Group (IAG) and the Chair for SASB’s IAG. 

Eivind is on the Reiman School of Finance Advisory Board for the Daniels College of Business at the University of Denver. He holds a BSBA from the University of Denver and he also did his master’s studies at the University of Denver. His Executive Management education is from IMD, Switzerland and The London Business School. Eivind is also an Adjunct Professor and has lectured at Daniels College of Business and Columbia Business School. 

Eivind served 16 months in the Norwegian Royal Air Force and played varsity soccer for The University of Denver. He lives in Harlem, Manhattan with his family. 

Marc-André Bechet is Deputy Director General of ALFI, the Association of the Luxembourg Fund Industry. He joined the association in September 2014. Before joining ALFI, Marc-André Bechet was Head of the Investment Funds Services at Banque Degroof Luxembourg, responsible for fund administration and custody. He was also a member of Banque Degroof’s Management Board. Prior to joining Banque Degroof, Marc-André Bechet worked for 18 years at RBC Investor Services Bank S.A. in Luxembourg, where he held various senior positions including Head of Custody and Network Management, and Head of Business Development and Relationship Management, Legal and Compliance. Mr. Bechet holds a Master’s degree in Business Administration from the University of Ottawa (Canada) and a Master's degree in Finance from the French business school ESCP in Paris. He speaks English, French, German and Luxembourgish.

Denise Voss is a Non-Executive Director of investment funds and has worked in the financial industry in Luxembourg since 1990, including 25 years with Franklin Templeton, where she was a Conducting Officer and member of the board of the Luxembourg management company. She obtained a BA in psychology from Tufts University, as well as a MSc in accountancy from Bentley University. Ms Voss is currently Chairwoman of LuxFLAG, an independent agency created in Luxembourg in 2006 to support the financing of sustainable development. She is also Chairwoman of the EFAMA Investor Education Platform, was Chairwoman of ALFI from 2015-2019, a member of the ALFI board of directors from 2007-2019 and is currently a member of the ALFI Strategic Board.

Nathalie Dogniez is a Partner at PwC Luxembourg where she leads the ESG Team of the European AWM practice. She has been servicing the asset management industry since 1989 and has developed regulatory expertise over topics such as UCITS, AIFMD and Money Market Funds Regulation as well as on ESG matters. She is involved in ALFI, contributing to many working groups including the regulatory board, and (co)‑chairing working groups such as UCITS eligible assets, AIFMD reporting and MMF Regulation. She is also member of the European Asset Management association (“EFAMA”) Standing Committee on Stewardship, Market Integrity, and ESG. She is a member of the ESG eligibility committee of LuxFLAG (the Luxembourg Fund Labelling Agency). She is a regular speaker at asset management conferences, on regulatory, compliance, governance and responsible investing matters. 

Thomas Göricke is a Counsel with Elvinger Hoss where he focuses on collective asset management and investment funds, advising clients (including management companies and AIFMs) on the set-up and structuring of their Luxembourg investment fund operations as well as on regulatory matters, with a particular focus on sustainable finance. He is part of the firm’s ESG task force and actively participates in various fund association working groups on ESG.

In her role at SS&C, LeeAnn is responsible for the daily operations of the Abandoned Property Administration service. This includes overseeing the reporting and remittance of abandoned property to the various states and territories for approximately 200 clients.

LeeAnn’s strengths, developed over her 34 years of mutual fund transfer agency experience, lie in client relationship management, operations, and state abandoned property rules. Prior to joining SS&C, she held a similar position with both DST and Boston Financial Data Services, where she also managed their Abandoned Property Group for 22 years, 10 of which were at the officer level.

LeeAnn is a member of the Unclaimed Property Professional Organization, is the Co-Chair of the NICSA Abandoned Property Committee and actively participates in the DST Escheatment Advisory Group and the ICI Abandoned Property Task Force.

Heather spearheads the monitoring of legislative and regulatory activity, litigation, and state-specific reporting changes relevant to unclaimed property. Utilizing her expertise, she is specifically focused on interpreting, tracking, and communicating changes to our internal practice teams and clients to ensure compliance in all reporting jurisdictions. In addition to providing guidance and support on legislative and regulatory activity related to privacy and data security, Heather also creates and maintains state-by-state documentation related to compliance obligations such as dormancy periods, due diligence, penalties and interest, record retention, and audit-related requirements. She further contributes by penning blog posts, hosting webinars, and is an active member of several trade organizations. Heather holds a law degree from Villanova University School of Law.

Heidi Lastoria is a Regulatory Monitoring Specialist at MFS Investment Management and the company’s Unclaimed Property subject matter expert. Heidi has been in the Mutual Fund industry for over 20 years. She started her career in a dedicated IRA operations team with Federated Investors before managing an Operations team with MFS Investment Management. 

In 2008, Heidi transitioned to her current role, which includes managing the lost shareholder and escheatment processes for MFS Investment Management. Since taking on this role, Heidi has become knowledgeable of SEC Rule 17Ad-17, RUUPA, and various state statutes relating to unclaimed property. She has been actively involved in responding to several state unclaimed property audits. Heidi is a regular contributor in several unclaimed property industry groups. She earned her Bachelor of Science in Business Management from the University of Phoenix in 2006.

Fred has over 20 years of experience in the financial technology industry. He is currently the head of Access Data sales for Broadridge. Fred seeks to elevate and strengthen long-term business partnerships with our clients. As a result, he has taken a client-first strategy with the goal of becoming a strategic partner and a go-to-resource to help clients overcome business challenges and issues.

Joseph Malone is Senior Vice President of First Eagle Investment Management, LLC, Head of Fund Administration and CFO for First Eagle Funds located in New York. First Eagle Investment Management is an independent firm that manages assets for institutional and individual clients.

Joseph has responsibility for fund administration functions including financial reporting, oversight of service providers, valuation, tax, and other regulatory matters. He has over 32 years of experience in the financial services industry covering mutual funds, hedge funds, UCITS, and private equity funds, as well as a member on several industry committees.

Mike McMaster is Global Head of Fund Tax and a member of the Office of the Fund CFO Americas. He also serves as Vice President and Chief Tax Officer for Invesco Funds and Assistant Treasurer for Invesco Exchange-Traded Funds. Mr. McMaster is responsible for Invesco’s Global Fund Tax Reporting and Distribution departments.

Mr. McMaster joined Invesco in 2020. Prior to joining the firm, he was senior vice president — managing director of tax services at US Bank Global Fund Services (GFS) where he developed an initial team of seven tax professionals into a team of 52 responsible for full tax consulting and federal and state tax return preparation services for over 800+ mutual funds, ETFs, MLP Corps, and 400+ non-registered hedge, private equity, PFIC, and master-feeder offshore investment structures. He also conducted tax-technical client webinars and performed internal staff training. Additionally, Mr. McMaster was the lead project coordinator within GFS and other US Bank departments on several ongoing tax and custody technology update initiatives.

Before that, he was a tax manager at PricewaterhouseCoopers, where he was responsible for client service relationships for multiple investment partnership groups and RIC clients, including US Bank GFS. He also held positions at KPMG and Northern Trust Corporation in Chicago. He has been in the industry since 1990.

Mr. McMaster earned a BAS degree in economics and political science from Northwestern University, College of Arts and Sciences, an MBA from Loyola University Chicago, College of Business, and an MS in taxation from the University of Illinois. 

Justine Phoenix is Head of Diversity Project North America and Vice President of Distribution & Broker Dealer Engagement at Nicsa. Justine joined Nicsa with over 30 years of experience in asset management and intermediary distribution in the areas of relationship and client management, business development and operations. In her current role, Justine is responsible for building and enhancing Nicsa programs that engage and support distribution and BD executives. Before joining Nicsa, she was Vice President, Senior Relationship Manager at Fidelity Investments. In this role, she was head of relationship management for Fidelity FundsNetwork® and was responsible for overseeing all functions related to managing relationships with over 600 asset managers. Prior to joining Fidelity Investments, Justine was Director of Operations for the Investment Company Institute (ICI). In her role, she was responsible for all activities associated with mutual fund operations and distribution, including the Transfer Agent Advisory Committee and the Broker Dealer Advisory Committee. She also held leadership roles at Massachusetts Financial Services and Boston Financial Data Services prior to joining the ICI.

EY, Partner, Wealth & Asset Management Consulting

Co-Chair NICSA Diversity Project

Cassie is a Manager in EY's Wealth and Asset Management Consulting practice, where she works with leading global asset management firms on large-scale transformation initiatives aimed at navigating an evolving industry landscape. She helps asset managers enact strategic and sustainable change through harnessing the power of innovation to improve alpha generation and advance diversity, equity, and inclusion (DEI).

Prior to joining EY, Cassie worked in fixed income investment management and private equity. She has experience in social entrepreneurship and finding creative ways to expand social impact within traditional finance.

Cassie holds a BSc in Business Administration from Northeastern University with special focus on Finance and Entrepreneurship and is also currently serving as co-chair of the Nicsa Diversity Project North America Benchmarking Committee.

Erica Doray Seremeta, CIMA®,is the Director of Global Sales for Diversity, Equity & Inclusion (DEI) within Human Resources. She is responsible for developing and driving DEI client engagement strategy and alignment globally. Her interactions involve client engagements across both retail and institutional audiences. Within the DEI team, she partners with the global DEI Steering Committee, DEI champions, HR peers and business leaders to design and deliver standard DEI client materials throughout the firm.

Previously, Ms. Seremeta was a Relationship Manager within the Aladdin Product Group Client and Sales Solutions team, where she was responsible for driving the unification strategy and adoption of enablement technology in partnership with the Client Experience Platform for BlackRock's Institutional Client Business.

Ms. Seremeta's service with the firm dates back to 1998, including her years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. In 2008, she formed BlackRock's Advisor Services Group, which handles inbound financial professional inquiries and supports BlackRock’s USWA sales desk. Her previous roles at MLIM include Regional Sales Desk Manager, Investment Management Associate and Syndicate Equity Coordinator. Ms. Seremeta began her career in Defined Assets Funds at Merrill Lynch as a hybrid wholesaler.

Ms. Seremeta earned a BBA degree in finance and an MBA degree in finance from Rider University in 1998 and 2003, respectively. She is also a Certified Investment Management Analyst (CIMA). Ms. Seremeta is an active board member and office lead of BlackRock's OUT & Allies network. She has been a featured speaker at numerous events including Out & Equal's annual summit, Open Finance of New York City and BlackRock’s Women’s Initiative Network. In addition, she serves as a keynote speaker for BlackRock’s LGBTQ+ client program

Mr Armstrong has a decade of experience in buy side risk management working at CQS and Bluebay Asset Management. As product manager, Luke is responsible for the design and build of FRA's next generation buy side risk management platform. Mr. Armstrong holds a BEng in Aerospace Engineering with first class honours from the University of Southampton.

Brian McLaughlin Johnson is an Assistant Director in the Rulemaking Office in the SEC’s Division of Investment Management. Mr. Johnson heads the Division’s Investment Company Regulation Office, which is responsible for rulemaking activities under the Investment Company Act in the Division and provides advice on policy initiatives affecting the asset management industry.

Before joining the SEC in 2010, Mr. Johnson was an associate at the Washington, D.C. offices of K&L Gates and WilmerHale. Mr. Johnson received his B.A. from the University of Delaware and his J.D. from the George Mason University School of Law.

Carolyn McPhillips joined the Forum's staff in July 2005. In June 2020, Carolyn succeeded as President of MFDF. Immediately prior to joining the Forum, she lived in Naples, Italy. She was an associate in the Financial Services Group of Dechert LLP from 2000 to 2003.