The Trustees

Sue Charman – Interim Chair 

Sue has recently retired as Head of Sustainable Business at WWF-UK, having joined WWF-UK in 2010 to lead their Sustainable Finance Programme. Previously Sue had been with Barclays for 23 years and had undertaken a number of senior roles, including Financial Controller for the Global Retail and Commercial Bank, Head of the Finance and Reporting Service Centre, and Group Programme Director, Sarbanes Oxley. Sue is a chartered accountant with 23 years of experience in the finance sector and a German degree (BA Honours) from Exeter University.

David Carrington – Vice-Chair

David is an experienced non-executive board member, adviser and consultant, working with social purpose organisations on governance, income generation and the development of social impact investing.

He is a non-executive director of the Impact Investing Institute and chair of Civil Society Media. He was a member of the Supervisory Board of Triodos Bank NV from 2009 to 2017 and a director of Big Society Capital from 2012 to 2017. David is an adviser on social impact investment to Giving Architects in New Zealand and Australia, a trustee of Gulan and company secretary of the SOFII Foundation. He was a member of the Social Investment Task Force from 2000 to 2010 and the Commission on Unclaimed Assets from 2006 to 2009.

Previously, David was Chief Executive of three foundations, including The Baring Foundation; founder-director and chair of Alliance Publishing Trust and of Inspiring Impact; and a Trustee of Bridges Charitable Trust, the National Foundation for Youth Music, the National Youth Orchestra of Great Britain, and engage.

Marsha Taylor-Daniel – Vice-Chair

Marsha has 18 years of experience working within the financial services industry. She spent over 13 years with American Express, undertaking roles across marketing, operations, business development and account management of leading financial institutions across EMEA. After this, she moved to Bank of America in a business consulting role for their Merchant Services division, supporting global e-commerce organisations with their merchant strategy needs.

She has now moved into the tech sector, where as Business Development Director for Infosys, she engages with financial services and fintech companies on their digital transformation plans, including around cards and payments.

Marsha has held a number of board responsibilities in diversity and inclusion, including as chair for Amex’s BAME Network, and co-founder of a women’s development group in Sussex. She has been a trustee for family focused charities The National Childbirth Trust and Brighton-based Mosaic, as well as a governor in primary and academy schools. Marsha is currently non-executive director and chair of NCT Trading.

Kate Ormiston Smith – Treasurer

Kate has a background in the professional services. Having joined the graduate program at PwC, she gained her chartered accountancy qualification and worked on a wide range of financial reports. The audit of Plan UK spurred Kate’s interest in the non-profit sector. After a career break volunteering in East Africa, Kate returned to join the Sustainability practice of PwC, where her focus was on the non-financial reporting of large international corporations, in the many forms that currently takes. Kate now works at The B Team, a not-for-profit initiative formed by a global group of business leaders to catalyse a better way of doing business, for the wellbeing of people and the planet. She has just moved back from nearly 3 years in NYC to open a London office. Kate studied Accounting and Computing at the University of Leeds.

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Brhmie Balaram

Brhmie Balaram is Associate Director of the RSA’s Economy team.

She heads up the Tech & Society programme, which explores the social and economic impact of emerging technology. Her role involves designing and delivering research on the power of tech over data, information and markets, and continuing the RSA’s work on the ethical development and deployment of AI.

As part of this, she manages the RSA’s Forum for Ethical AI, which engages citizens in a deliberative dialogue about the use of AI for decision-making.

Kit Beazley

Having qualified as a Chartered Accountant with Price Waterhouse in London, Kit has spent most of his career in financial services. This includes ten years in consumer finance at Chartered Trust, four years at Zurich Financial Services, and two years as Finance Director of Stroud and Swindon Building Society.

For the last ten years, he has worked at Triodos Bank, one of the world’s leading sustainable banks, an organisation closely aligned with his personal values of fairness, inclusion and transparency. For most of his time at Triodos he was UK Head of Finance and Risk, and during 2018-19 he was Head of Brexit Implementation. He is now building a portfolio of roles centred on working to make the financial system fairer, more inclusive and more sustainable.

Kit’s senior and board level roles in financial services have included finance, strategy, risk management, governance structures, and capital and treasury management. He has a deep understanding of how the financial system works, and a commitment to helping to change it to enable a fairer, more sustainable society.

Simon Borkin

Simon leads on the design and delivery of co-operative development programmes at Co-operatives UK, specialising in community shares and wider co-operative financing models. In this role, he has led the work of the Community Shares Unit since 2012, which promotes good practice and raises awareness of community shares as a sustainable funding mechanism for community enterprises. Beyond this, he has worked on a programmes spanning place-based economic development, co-operative innovation and social investment.

Simon has a background in economic development in the North West, working with local authorities, universities, housing associations and regional development agencies on research, economic analysis, fundraising and evaluation activities.

Simon is also a board member at Friends of Stretford Public Hall – a Grade II listed heritage space in Manchester, owned and run by the local community. He has an MSc in Innovation Management and Entrepreneurship from Manchester Business School.

Katie Boswell

Katie is Associate Director (Strategy & Leadership) at NPC, supporting organisations to understand social issues and develop high-impact strategies. She also leads NPC’s work on systems change in the social sector and has published reports on systems change approaches to issues from homelessness to economic resilience. Katie is a regular speaker on systems change in the UK and internationally.

Before joining NPC, Katie gained ten years’ experience in grant-making, research and consultancy. At One World Children’s Fund, she managed a programme that partnered with community-based organisations in over twenty countries to improve children’s lives. She has worked and studied in the UK, USA and India.

Katie holds a BA in History and an MSc in Development Management, specialising in institutional development, social research methods, corporate social responsibility and human rights. She is a Fellow of the RSA and has served as a Global Shaper at the World Economic Forum.

Mikael Down

Mikael Down is Executive Director for Assessment and Insights at the Banking Standards Board, where he leads the BSB’s assessment, policy, behavioural economics and data science teams, and is a member of the board. Mikael started his career at the Treasury, where he worked in several policy roles before being seconded tot he UK’s Permanent Representation in Brussels. On return to the Treasury, he led post-crisis reforms on bank resolvability and ring-fencing, before being appointed as Deputy Director for financial sanctions, anti-money laundering and counter-terrorist financing and Head of the UK Delegation to the Financial Action Task Force. In 2013, Mikael joined the Financial Conduct Authority, where he was responsible for leading a large programme of governance reforms in banking, until leaving to join the BSB in 2015. Mikael has an MA in Economics from the University of Cambridge, and is studying part-time for a PhD in ethics and artificial intelligence. He is an Honorary Lecturer at Queen Mary University London and a Fellow at the Forward Institute.

Nana Francois

Nana is a financial services and strategy expert, working in the UK and South Africa for over 15 years.

She has held corporate leadership positions at Absa, where she was responsible for customer and product strategies. She gained deep insights into financial services through her years in JP Morgan as a rated equity research analyst in both developed and emerging markets, and begun her career gaining public and private company valuation expertise with asset management, hedge fund and management consultant roles at Gartmore and The Capital Markets Company.

Nana supports businesses that create sustainable employment and she sees a significant role for financial innovation in enabling sustainability through mainstream and non-traditional collaborations; in this regard she sits as an executive director for the Women’s DNA Fund, providing missing-middle financing for SMEs.

She is a CFA Charterholder and holds a MA and BA Hons in Mathematics and Economics from the University of Cambridge.

Casey Lord

Casey is an entrepreneurial digital product leader who’s passionate about using technology to change the way financial services are designed and distributed. As Head of Product at Nutmeg, Casey is responsible for the planning and delivery of strategic digital products that will democratise wealth management – including digital financial advice and an international, API-based product for institutions.

Before joining Nutmeg, Casey was Chief Growth Officer at Xendit, a payment gateway in Southeast Asia that she grew from an idea to a revenue-generating, venture-backed business. Her varied role covered marketing, product management, and risk analysis.

Previously, Casey was a Product Manager at PayPal and ran the award-winning impact investing department of the Charities Aid Foundation. Casey has a BSc in Mathematics and an MBA from Berkeley-Haas, where she was a Fulbright Scholar, and has worked in financial services in the UK, US, India, Indonesia, and Hong Kong.

Laurie Macfarlane

Laurie Macfarlane is Economics Editor at openDemocracy and Head of Patient Finance at the Institute for Innovation and Public Purpose at University College London, where his research focuses on how public banks and other forms of public finance can promote long-term investment and mission-oriented policy around the world.

Prior to this, Laurie was Senior Economist at the New Economics Foundation, the UK’s leading think tank promoting social, economic and environmental justice. He is the co-author of the critically acclaimed book Rethinking the Economics of Land and Housing, which was listed by Financial Times as one of the best economics books of 2017.

Amit Shah

Amit spent the early years of his career in finance and strategy consulting, and then helped to establish and grow a charity and consulting firm focused on innovation in education.

Amit then spent two years at Social Finance, looking at how government, charities and finance could come together to help address social problems, including leading the work to establish Positive Families Partnership, a social impact bond that works to support vulnerable young people and their families across London.

Amit is currently in the process of building a new social venture called Dust Jacket, that aims to create space for reflection and conversation about what it means to be human and the systems that turn humans into humanity.