Karen is focused on the not for profit sector having had a successful earlier career in investment management. She led the UK Small Company team at Rothschild, with top quartile performance. Her focus on the smallest 10% of the market has given her an insight into successful business and finance models and she is now driven to use this knowledge and experience to help charities develop resilience in both their income and impact.
During a career break, Karen retrained as a landscape architect and founded a small practice with a specific focus on finding solutions for architects in compromised sites. This provided her with an entirely new and creative challenge whilst she needed the flexibility of working from home. The desire to find solutions is the connecting thread. She is now energised by unlocking potential and enabling new ideas for the benefit of all.
Karen has a degree from Cambridge and is a member of the CFA. She is a Charity Trustee, chairing their Strategy Committee and she is also a school governor for a local Primary school.
Elizabeth is a consultant UK/EU competition lawyer and EU specialist. She previously practiced in London and Brussels at Cleary Gottlieb, Shearman & Sterling and Allen & Overy. She also served as Private Secretary to the Chairman of the UK Competition Commission. Prior to training as a barrister and then solicitor, she was an international economist and equity market strategist on an award-winning team at S.G. Warburg. Before moving to the United Kingdom for graduate school, she traversed the United States on a presidential campaign. Throughout her career, Elizabeth has been strongly committed to pro bono and charity work and has served as a Governor at an East London primary school.
Elizabeth was educated at Smith College and Wadham College, Oxford, where she was also a Lecturer in Economics.
Ian initially joined HM Government Economic Service as an economist, before joining Hambros Bank in 1994 in the public sector debt origination team, and subsequently becoming heavily involved in the PFI sector. Ian was one of the founding members of the Secondary Market Infrastructure Fund (SMIF) which subsequently became the largest holder of secondary investments in the UK Government’s PFI programme. Following the sale of SMIF, Ian was appointed as Head of Treasury & Corporate Finance for Land Securities Trillium where he set up the Treasury function and was responsible for debt raising across the company.
Since 2012, Ian has become involved in opportunities in the retail financial services industry following the implementation of the Retail Distribution Review. This has led to Ian becoming a founding partner and director of the Inspire Financial Partners and Raglan Financial Services group which has 5 branches across the country and £200 million of funds under management.
Ian is an adviser to numerous organisations in the social and private sectors. Recent roles have included advising a London-based arts charity on its impact measurement programme, advising an education charity on its social enterprise activities and financial forecasting, and advising a national philanthropic body on its future development and strategy; as well as being chair and non-executive director for a number of individual infrastructure investment companies.
Jerry Loy has extensive experience in growing and developing financial service organisations. He advises the Department of International Trade on the design, implementation and management of a wealth management programme to increase foreign direct investment to the UK and chairs/vice chairs audit committees for two educational establishments in Surrey. He is also vice chair for the Foyer Federation, a national youth homelessness charity. Previously, Jerry was the Chief Operating Officer at QNB Banque Privée and the Head of Operations and Administration at NBAD Private Bank. Jerry is a Fellow of the Institute of Chartered Accountants in England and Wales.
Rupert is a senior investment and charity professional. With 30 years’ experience across the investment management business, he is currently Business Development Director for a charity and advises a private family office and two start-ups. Rupert formerly worked at Sarasin & Partners LLP and Merrill Lynch, where he covered institutional and private client portfolio management for UK and global clients. Rupert joined The Fore with 10 years’ experience as a Charity Trustee.