Frederic Carbonnier is a Swiss international finance executive with more than 25 years of successful experience in international banking and finance, with expertise in investments advisory & management, private equity and family office.
Frederic served as senior manager with some of the most prominent banks including UBS, Pictet, Lombard Odier and UBP. Frederic Manages and monitors international investment strategy (portfolio, real estate, private equity, tax, lending, art) for a portfolio of over CHF 500 million. Heads the investment committee at HELMS and Structures and updates the asset allocation. Expert in asset allocation and risk management tools.
Very extensive international network of investors and family offices enabling ongoing sourcing of high quality investment opportunities.
He is the father of 3 children and is fluent in five languages
As a seasoned commercial executive, with over 20 years’ experience I have worked for some of South Africa’s largest JSE listed companies.. As an accomplished turn around agent I have an excellent track record of engaging and reinvigorating businesses to ensure I streamline the divisions I run to create highly efficient and profitable businesses. My ability to motivate teams and drive new business initiatives has provided me with opportunities that have greatly enriched my experience as an astute commercial business person. I have excellent marketing, branding skills and possess the skills to reposition the companies I run in the market by improving their performance. The scope of industry sectors I have worked in have provided me with an ability to work at any level in any in complex environments. I am currently the Director of Customer Experience for Absa Bank Mauritius Limited where I lead the transformation of CX across all segments, aligned to our digital transformation. I also lead the CX roll out across the African continent, in 10 countries, as we standardize towards a single experience across the region.
With a career spanning 30 years, Alan has held a variety of sales, marketing and leadership roles, both in start-up and large enterprise software companies. Before joining Cognigy, he led global market development at LivePerson where, during his six-year tenure, revenues doubled from $223m to $470m. As Cognigy’s VP Marketing, Alan’s focus is on leading and inspiring his high-performance global team to deliver programmes across branding, product marketing, demand generation, events and social media.
Alan is also responsible for leading market expansion in high growth regions such as the USA and the UK, and building a global community of Cognigy advocates, including customers, industry experts, partners and prospects. In his spare time, he is a volunteer puppy trainer for the Hearing Dogs for Deaf People charity and was a coach and referee at his local junior rugby club for 11 years. Alan maintains that training dogs is easier than children!
Jacob (Jake) Hilldrup is a Technical Director of Enthalpy’s chemistry department for nicotine products located in Richmond, VA. Jake has been at Enthalpy for over 7 years and has helped the company expand its capabilities into numerous new product categories including cigars, e-cigarettes, heated tobacco products, and oral pouches. He has extensive experience in project design, new method implementation, adherence to ISO 17025 compliance, and data review of finished results. Jake is also a member of the ISO US (ANSI) Technical Advisory Group as well as CORESTA. He actively contributes to collaborative and proficiency studies while helping form and continuously improve international standards used to test cigarettes, cigars, ENDS, and tobacco products. He has submitted several topics for discussion including cigar analysis and alternative collections for in vitro toxicology testing. Jake has a strong analytical and regulatory background with a bachelor of science in chemistry from Virginia Polytechnic Institute and State University.
Ethan Sill is the Senior Manager of Enthalpy’s Sample Generation department located in Richmond, VA. Ethan has been in the tobacco industry for six years with specialized skills in people management, quality assurance, and client relationship management. His knowledge of linear, rotary, and sidestream smoke machines has been invaluable to improving laboratory efficiency. Ethan has a Bachelors of Science in Biochemistry from Christopher Newport University. He is also an active member of CORESTA, participating in various subgroups including Cigar Smoking Methods, Physical Test Methods, and Smoke Analysis Group.
Nick Davis Charterd FCSI – Investment Director (UK)
Nick has more than 30 years of experience in investment management. He began his career managing money for individuals at Kleinwort Benson before moving to Credit Suisse Private Bank in 1999. In 2005, he began working with institutional clients, specialising in charities at CCLA and pension funds at PSolve, before returning to managing portfolios for individuals, pensions, trusts and charities at Williams de Broe. More recently, Nick spent 10 years at Quilter Cheviot as a Discretionary Fund Manager, managing investments for private clients in SIPPs, ISAs, and Offshore Bonds. In addition, Nick works closely with intermediaries both onshore and offshore. Nick is a Chartered Fellow of the Chartered Institute for Securities & Investment. Name: Nick Davis Title: Investment Director – UK Email: nick.davis@oakglengroup.com Social Handle: Nick Davis | LinkedIn
Firm Biography Oakglen Wealth Limited
An independently owned and managed business, part of the Oakglen Group, Oakglen Wealth seeks to combine service-oriented discretionary and advisory investment management to meet the needs of its clients, ranging from private clients and trusts to family offices and charities. Oakglen Wealth’s personalised service is powered by market-leading technology, enabling a streamlined and efficient level of service for clients with varying risk tolerances and return appetites.
Oakglen Wealth was established in Jersey in 2016 and comprises of a highly skilled team who have worked together for many years. The firm is a part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity, and financial services sectors, responsible for assets of more than GBP 1bn. Oakglen is privately-owned and headquartered in Jersey, Channel Islands.
Nicola Yallup is National Head of Business Development and Marketing (BD&M) at the NIHR
Clinical Research Network (CRN). She leads the national and international promotion of the
CRN, wider NIHR and UK ecosystem as a prime place for undertaking clinical research. Nicola
is passionate about partnership and growth, working with commercial and non-commercial
organisations and across the UK’s research infrastructure to attract research that enables
access to innovative treatments for patients.
Nicola has held a number of cross-NIHR roles including programme leadership for the NIHR
Digital Strategy and delivery of COVID-19 Vaccines Research. Prior to this she led change
delivery within both private and public sector organisations, notably NHS Digital, Ford Motor
Company and Citibank.
Nigel is responsible for Cancer Research UK’s early drug development activity, translating novel agent scientific programmes through to clinic. Currently, Nigel and his team at CR-UK Centre for Drug Development manage a diverse portfolio of ~16 novel agents at various stages of development from GMP production, regulatory preclinical studies, through to first-in-human, phase I and early phase II clinical trials. Nigel joined Cancer Research UK in May 2009, having previously worked in a variety of senior management roles in the pharma and biotech sectors
