Board Effectiveness - Short talks
Periodic open discussions to assist with robust board evaluations
William Lockwood has been working in the financial services industry in Luxembourg since 1982.
He was appointed as a non-executive director to the Board of Franklin Templeton Investment Funds on December 1, 2014.
He was appointed on August 5, 2015 as a Manager (in a non-executive role) of Barings GPC GP Sàrl, a private limited company incorporated in Luxembourg specialising in private debt.
He is a Scottish Chartered Accountant and a Member of the Chartered Institute for Securities & Investment, London.
He has served as a director and international vice chairman of the Luxembourg Fund Industry Association (ALFI) and as a council member of the Institute of Chartered Accountants of Scotland.
He holds the INSEAD International Directors Programme Certificate in Corporate Governance (IDP-C) and is certified as a qualified Director by the Institut Luxembourgeois des Administrateurs (The Luxembourg Institute of Directors).
Yann Mérillou is an audit partner with over 12 years of experience in accounting and auditing. He is specialised in the audits of regulated investment funds and Management Companies, and has deep experience in auditing various types of UCITS and AIF structures, investing in a variety of assets from traditional shares and bonds to complex derivatives, structured products, private debt and efficient portfolio management techniques.
Yann’s experience in serving major asset managers in both the UCITS and alternative space has exposed him to a high diversity of products and strategies. In addition, Yann has developed strong relationships with and understanding of major Fund’s service provider through being involved in the audit of funds administered by RBC Investor Services Bank S.A., State Street Bank, Société Générale or Bank of New York Mellon.
Yann actively contributes to Fund governance initiatives and participates in various working groups of the Institut des Administrateurs Luxembourgeois (“ILA”) (Audit Committee for funds and Board Organization and Effectiveness Committee), and is member of the Deloitte Luxembourg Investment Fund Task Force.
Yann is also coordinating the Nordics initiative within Deloitte, which leads him to promote Luxembourg by organizing Investment Management conferences and events in the Scandinavian countries.
Internally, Yann has a quality control role in the firm and has performed peer engagement quality reviews in Luxembourg and in France. Yann is also leading technology initiative for the audit of funds and drives automation and on-going audit projects. He is finally member of the recruitment team. Yann is a Réviseur d’Entreprises Agréé and a member of the Institut des Réviseurs d’Entreprises (IRE).
With over 14 years of experience in sustainability, Julie is Senior Manager at Deloitte Luxembourg in charge of the coordination of the sustainability services.
Passionate about nature and ecology but also economic issues, Julie is active as expert in sustainability for the public and private sector. Climate change, sustainability strategy and sustainable finance are her specialties. Along her projects, she helps clients to progress towards sustainability by reducing their footprints and, more widely, the environmental and social impacts of their activities throughout the all value chain. She also support financial institutions in understanding and complying with sustainable finance regulations and in the development of the ESG products strategy.
She advices companies to better report on sustainability by following international guidance such as GRI and to be compliant to sustainable index as the Carbon Disclosure Project or the Dow Jones Sustainable Index. Julie audits and recommends on the environmental, human resources and health and safety reporting of companies.
Julie represents Deloitte at the International Climate Finance Accelerator, providing support on climate impact management and measurement. She is also part of the Alfi working group on sustainable finance.
Julie is in charge of the Deloitte Sustainability Initiative coordination that develops specific services on sustainable development at destination of various industry.
DE GREIFT Olivier
Karen developed and honed her business and leadership skills as a professional and partner, with over 30 years of experience, at the global public accounting firm, EY.
She has worked across geographies; Canada, Europe, Middle East, India and across service offerings and functional areas of the firm. She led a multidisciplinary team which consulted international groups on financial and tax matters on corporate cross-border transactions. In her role of a global talent leader she has overseen and driven the adaptation and growth of global programs on Learning, Mobility and Coaching, and led the change management for a global business transformation project.
Karen currently holds a portfolio of director roles in corporate and nonprofit entities. Her focus is on social and business transformation with emphasis on inclusiveness, diversity and sustainable development. She is a member of the ILA committees on Effective Governess and Future Board Readiness. She is involved in awareness and advocacy initiatives on human rights matters with Time for Equality asbl and is the Luxembourg representative for the Canadian Chamber of Commerce.
Karen is a Canadian Certified Professional Accountant and Luxembourg Reviseur d’ Entreprises, holds a Bachelor of Management degree and is a Certified graduate of the Instead International Directors program.
Jane is an experienced non-executive director with an alternative investments and UCITS background and ESG/sustainable finance expert. Her professional experience spans 30+ years, mostly in Luxembourg, where she has “grown up” with the investment management and financial sectors. Prior to setting up Ripple Effect where she is now managing partner, Jane was Head of Sustainable Finance at Luxembourg Stock Exchange, which also included leading the award winning Luxembourg Green Exchange (LGX), as well as contributing to the positioning of Luxembourg as a leading sustainable financial centre.
Until early 2017, Jane was a KPMG partner, leading audits and reporting to Boards and Audit Committees of a number of International asset management groups and private equity houses with Luxembourg investment vehicles. She also built KPMG Luxembourg’s Sustainability services team, being responsible for sustainability client engagements and also leading KPMG’s internal CSR programme.
Jane is a board member of Friendship, an award winning international NGO working to create lasting solutions to the challenges faced by the poor and marginalised communities in Bangladesh.