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 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).
Julie is an Associate Partner at KMPG Luxembourg, leading the Sustainability Finance Services in the Management Consulting department. With more than 15 years of experience on sustainability, Julie had the opportunity to work on both assurance and consulting engagements in various industries. Over the last years, Julie orientated her expertise towards sustainable finance, supporting financial market participants to understand and comply with the EU upcoming regulatory landscape and in developing SRI strategy and ESG reporting tools.
Her key areas of experience include: Sustainable finance regulation, investment strategy and reporting; Sustainability strategy development and implementation; Sustainability assurance; climate impact calculation for various industries; Development of sustainability reports and integrated reports; Climate risks scenario analysis.
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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 Chair of the ILA Board Organisation and Effectiveness Committee and a member of the Board Composition Committee. She is involved in awareness and advocacy initiatives on human rights matters with Time for Equality asbl. She is a curling enthusiast and is building the sport in Luxembourg but is also active at the World Curling Federation to review the structure and governance. Karen is also the Luxembourg Honorary Consul for Canada and representative for the Canadian Chamber of Commerce.
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 is a Canadian Certified Professional Accountant and Luxembourg Reviseur d’ Entreprises, holds a Bachelor of Management degree and is a graduate of the Insead International Directors Program (IDP-C 2014).
Jane Wilkinson is an experienced independent 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 going independent in summer 2019, 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. Jane spearheaded the development of KPMG’s alternative investments practice and was KPMG’s “face of PE” for a number of years, until she left to join LuxSE. She also built KPMG Luxembourg’s Sustainability services team, being responsible for sustainability client engagements and also leading KPMG’s internal CSR programme and community engagement programme, including managing the KPMG Foundation.
Throughout her career, Jane has been an active member of various working groups of Luxembourg based industry associations (ALFI, LPEA, ABBL etc) as well as international groups including International Capital Markets Association (ICMA), UN Environment Programme Financial Inquiry (UNEP FI), European Fund and Asset Management Association (EFAMA), and has chaired a number of committees and projects.