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Boardroom Insights: Roundtables

Investment Trusts | Public Appointments | Universities and education

Date and Time
03 Jul 2024
17:30 - 19:30
Not Specified
BDO LLP, 55 Baker Street, London, W1U 7EU
Director’s Circle
Full Member
£ 30
Digital Member
£ 50
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Terms & Conditions

Refunds for all our individual events are available if notice is given three business days prior by email or telephone, or one month prior to first session of our programmes. After this, a transfer to another event will be given. Cancellations on the same business day will not generally be eligible for a refund or transfer, however you may substitute someone to come in your place. In the case of exceptional circumstances let us know and we will consider a refund/transfer.

Join our Boardroom Insights Roundtable event to share industry insights, discuss boardroom challenges and swap experiences on Investment Trust, Public Appointments or Universities & Education boards.

A sharp understanding of the issues facing your sector is vital, as an established non-executive and never more so than when going for board interviews. This session provides the connections and conversations to refresh your knowledge on how boards are really tackling today’s challenges.

Whether you are already on a board or targeting a non-executive position, these sessions will provide rich insight and new connections relevant to your particular sector of interest.

As well as some communal networking time, you will join your choice of Roundtable – on Investment Trusts, Public Sector Appointments or Universities & Education. Each Roundtable will be chaired by headhunters, experienced NEDs and/or industry experts.

The Roundtable discussion will build insight on the challenges facing that industry, better equipping you to demonstrate this understanding in any selection process or inside the boardroom itself. We will also share advice and tips on finding the opportunities.

Following the Roundtable discussions, there will be informal networking time to connect with all participants over drinks and nibbles. This is a great chance to make supportive connections, deepen your knowledge and grow your network. 

About each Roundtable

After booking, we will email you to ask you to select the Roundtable you wish to join:

Roundtable 1 – Investment Trusts
Chaired by June Aitken, portfolio NED and investor; & Shefaly Yogendra, portfolio NED.

Roundtable 2 – Public Appointments
Chaired by Peter Buffoni, Partner, GatenbySanderson & Rachel Tranter, Ministry of Justice Independent Appointments panellist & Executive Director at WB Directors.

Roundtable 3 – University & education
Chaired by Helene Usherwood, Partner, Anderson Quigley; & Perdita Fraser, portfolio NED inter alia University of Edinburgh.

All participants will have the chance to connect with both Chairs for their chosen sector.

This event will be most impactful for those who are in a position to realistically target positions in their chosen sector or who are already on a board.

Whilst it is a chance to deepen knowledge, it is not an introductory session so some understanding of boards’ role within your chosen sector will be required to participate fully.

About our Roundtable Chairs

June Aitken is a NED and Chair with experience across multiple Investment Trusts. She is currently Chairs CC Japan Income & Growth Trust plc and sits as a NED on Schroder Income Growth Fund plc, BBGI Global Infrastructure SA and JP Morgan Asia Growth and Income. She has held multiple board and advisory positions since 2009, after leaving her successful executive career at HSBC and UBS. June shared more about her board career in our ’10 for 10′ podcast series in early 2023 – you can listen here.

shefaly-yogendra-PhD-Women on Boards Ambassador-portfolio board director

Shefaly Yogendra, PhD is an experienced independent non-executive director and committee chair on the boards of several listed Investment Trusts including two FTSE 250 companies and one owner of real assets. She was earlier an independent governor and interim chair of London Metropolitan University. Shefaly chairs ESG, Remuneration, Nomination and Management Engagement committees on these boards and has chaired Audit & Risk on the University board. Her well-rounded board experience follows a career in the technology industry, most recently as the COO of an AI company, and a luxury startup. Shefaly has a PhD in decision-making from the University of Cambridge, an MBA from the Indian Institute of Management, and a first degree in Electronics Engineering. She was named FTSE 100 Women to Watch in 2016, the year she began as a Board Apprentice on the board of a JP Morgan subsidiary fund. 

Peter Buffoni is a Partner at GatenbySanderson. For over five years he led on commercial partnerships for a large national charity, working with HM Prison and Probation Service.  He leads relationships across Government, including the Home Office, Ministry of Justice, Ministry of Defence and their wider executive agencies and delivery bodies (including policing and the fire and rescue services nationally).  He has considerable experience in recruiting Non-Executive Directors and Chairs, and has specialised in particular on career transition and personal branding support during his 15+ year search career.

Peter has enjoyed a varied career, having worked in elite sport, as well spending over a decade in the emergency services, four years in the military and a similar amount of time as both a civil and Crown servant in Sport England and the Ministry of Defence.

Rachel Tranter, Co-founder and Director of WB Directors

Rachel Tranter is a founding director of Women on Boards UK. She spent 18 years as an international corporate tax consultant working with PriceWaterhouseCoopers. After leaving in 2008 she joined Cardio Direct Ltd, a medical provider of cardiac services. Rachel studied at the University of Birmingham and is a Bachelor of Commerce. She is also a member of the Chartered Institute of Taxation, ATII qualified. In 2017 Rachel joined the board of the Amateur FA as an Independent Non Executive Director and she is also an Independent Panel Member for the Ministry of Justice. Away from WOB, Rachel is a passionate long distance runner, club tennis player and enjoys long walks with her two Hungarian Vizslas.

Helene Usherwood is a Partner at Anderson Quigley. With over 20 years’ headhunting experience Helene has appointed to senior roles within the arts, health, and education fields as well as central and local government. Joining Anderson Quigley in 2018, Helene has established and continues her work specialising in the appointment of executive and non-executive directors in the NHS covering acute, ambulance service, primary care, mental health, and regulatory bodies as well as national organisations and Royal Colleges.

In addition to her work with NHS Trusts, Helene established Anderson Quigley’s Board Practice, working across all sectors to appoint Chairs and Non-Executive Directors. She has developed excellent networks across the public and private sectors to encourage greater levels of diversity around the Boardroom table. As well as providing bespoke services, advice and guidance to her clients and candidates Helene is highly motivated to provide careers advice and guidance to individuals, especially to those who have not previously considered a non-executive opportunity before but whom have unique insights and skills to offer.

perdita-fraser-Women on Boards Ambassador-non-executive director

Perdita Fraser is an experienced chair and non executive director, with 20 years board experience in UK and US across the private sector, start-ups, public sector, charities and higher education. She brings a specific focus on innovation, R&D, artificial intelligence, partnerships, skills, sustainability, and corporate governance. She is a former JP Morgan investment banker, with strong background in finance and risk management.

Perdita has long experience in higher education governance. She is Senior Advisor to the VC and Trustee of the Development Trust at Edinburgh University. She spent six years as a member of the Council and Audit & Risk Committee. She is also Chair of National Numeracy, an education charity. She is also a NED at Digital Catapult and a panel member/ former trustee at the National Lottery Community Fund.

With thanks to our event hosts