Speakers List - Investment Marketing and Innovation Conference 2018


Paul Barks

Managing Consultant, Privacy Team - Risk Management & Governance Practice

NCC Group

As a key member of NCC Group's privacy team, Paul advises clients on the changing regulatory landscape and provides a range of services across the privacy lifecycle. He has been involved in Data Protection and Information Technology audit for a number of years and provides clients with practical guidance on GDPR and how to implement it within organisations. Key areas of expertise include Data Mapping, GDPR Health Checks, Data Protection Impact Assessments, Training and Awareness sessions and implementation assistance.

Stephen Gunkel

Head of Marketing and Communications

Pictet Asset Management

Stephen Gunkel is Head of Communications at Pictet Asset Management. He joined Pictet AM in 2004. Stephen is responsible for the Pictet AM brand, advertising, communications, public relations, visual identity, video content, and the mega.online sub-brand. With over 25 years' experience in marketing & communications Stephen has worked at, Henderson Investors (Henderson Janus), Gartmore and Friends Ivory & Sime. Stephen began his career in advertising and media planning in 1990, with a focus on Asia.

Simon Hildrey

Chief Marketing Officer

Liontrust Asset Management

Simon joined Liontrust in July 2008 having been a financial journalist for 10 years and winning both the IMA Freelancer of the Year and AIC Freelancer of the Year Awards twice. Prior to becoming a freelance journalist in 2002, Simon was Special Correspondent at Citywire and Editor of International Financial Adviser. Simon has an MA degree in War Studies from King's College London and a BA degree in Modern History and Economics from Manchester University.

Robert Jones

Head of New Thinking

Wolff Olins

Robert is Head of New Thinking, helping Wolff Olins and its clients push the boundaries of radical and practical work. In 25 years, he has advised more than fifty organisations, across financial services (Aviva, Barclays) professional services (PwC, Aecom), culture and education (FutureLearn, National Trust), and the not-for-profit sector (Girl Effect, Oxfam). He also pioneered Wolff Olins' online learning service, equipping organisations to deliver at scale. As one of its most senior practitioners, Robert operates at board level and his super power is to simplify the complex into a big idea. Robert is the author of The Big Idea (2008) and Branding: A Very Short Introduction (2017), as well as of Wolff Olins thought leadership pieces (Game Changers -2012, The New Mainstream -2013, Impossible and Now -2014). He is also a visiting professor at the University of East Anglia, where he teaches the world's first postgraduate course in brand leadership.

Tara McCorquodale

Founding Partner

White Marble

Tara has 20 years' experience marketing within Financial Services. She was previously Head of Brand and Channel Marketing at Jupiter Asset Management. Prior to Jupiter, Tara worked for 6 years at various global advertising agencies specialising in financial services.

Her experience includes:


  • Marketing campaign management on a global basis
  • Market entry strategy across numerous territories in Asia and Europe
  • Brand positioning and execution to all audiences, including D2C
  • Wide financial services experience from insurance providers to global banking
  • Management of the relationships between product development, compliance and marketing
  • Agency assessment, management and auditing
  • Deep knowledge of the full marketing mix including new media strategies

KEYNOTE: Rafe Offer

Marketing, Innovation and Branding


Rafe Offer is a Marketing, Innovation and Branding Expert. Chicago-born and London-based, Rafe has held high-profile positions at some of the world's leading brands including:

  • Coca-Cola as Global Marketing Director 
  • The Walt Disney Company as Director of Global Marketing 
  • Diageo as a Director of Innovation

He has consulted for companies including Microsoft, Aviva, The Daily Mail Group and Amazon, and Co-Founded the global music start-up Sofar Sounds. With an extraordinary wealth of experience and his passionate yet down-to-earth and interactive approach, Rafe Offer has an in depth understanding of the fundamentals of marketing to how to create a company culture that enables breakthrough innovation.
He talks about the importance or customer insight with real world examples including stories and lessons from the major brands and companies he's worked for as well as his most recent success with Sofar Sounds.


Adam Sharp



Adam is an experienced B2B marketer, with over 25 years' expertise gleaned at Fortune 500 companies including IBM, Iron Mountain, Quantum as well as with several VC-backed ventures. In 2009 Adam co-founded CleverTouch, Europe's largest Marketing Automation consultancy, together with Nick Burrell, an IT marketing specialist with over 25 years' experience.
Adam is a frequent speaker on the topic of marketing automation and digital transformation. Along with running CleverTouch he is also a lecturer on Marketing Automation at Manchester Metropolitan University's MA degree course in Digital Marketing.
Adam holds a degree in Applied Psychology and an MBA in Strategic Marketing and is a board member and Fellow of the Institute of Direct and Digital Marketing. He is married with three children, and a committed nomad, having lived in Australia, UK, Switzerland and France.

David Smith

Chief Executive

Global Futures and Foresight

David is a leading strategic futurist who combines the experience gained from a 35 year information technology, marketing and business career with strategic visioning to help organisations better prepare for the future. His career has spanned European and US corporations, is a much sought after keynote speaker and is the author of many works on embracing change and the drivers of change. Having founded and led the Unisys Global Future Forum, at the turn of the millennium, he now leads Global Futures and Foresight, a future research and consulting organisation, which helps organisations be better prepared to embrace change, innovate and develop new visions and strategies in order to avoid the risk of being blindsided by external disruptive change and gain advantage at times of change.

twitter: davidsmithgff


PANEL CHAIR: Hardeep Tawakley

Content Strategist

Incisive Media

Hardeep Tawakley is content strategist, responsible for content generation across Incisive Media's core magazines and brands as well as the wider financial services industry. She joined Incisive Media in 2013 as an editor on Investment Week before taking up her current role in January 2017. A business and financial journalist for ten years, Hardeep has been nominated for, and won several awards during her career. Follow her on twitter @HardeepT

CHAIRMAN: Tom Wright

Director of Content & Performance Marketing Services

Incisive Media

Tom Wright is Director of Content & Performance Marketing Services at Incisive Media, with responsibility for the creation and syndication of customer content across both the technology and finance divisions. Originally a Publisher in the technology division, Tom has worked on content and lead generation strategies and campaigns for over a decade, delivering actionable sales intelligence with proven marketing ROI - and making award winning content along the way.