Worthstone Academy: Speakers

Director, Climate Change (in)Security Project Ltd

General Richard Nugee was a soldier who completed numerous operational tours and also specialised in personnel (HR) roles for the Army and Defence, culminating in Chief of Defence People.
After a full operational career he wrote a Review of Defence's approach to Climate Change and Sustainability. He has since earned international recognition for bringing the implications of this to the Defence and National Security sectors and has expanded this policy interest into delivery.

Founder and CEO, Worthstone

Gavin started working in financial services and alongside the advisory community in 1989.
In 2010, he founded certified B Corp, Worthstone, which was the UK’s first targeted impact investment resource platform for Financial Advice professionals. In addition to co-authoring several ground-breaking reports, Gavin has participated in government working groups to help develop impact investing in the UK. He is the co-Founder of the Wellth Sustainable Investment Portfolios, a new MPS service for financial advisers.

Head of Sustainability, CCLA

James is responsible for CCLA’s approach to sustainable investing. This includes our work to deliver real and lasting change through active stewardship, integrating environmental, social, and governance factors into our investment processes and ensuring that our portfolios are aligned with the values and mission of our clients.
James joined CCLA in 2010 and has developed and led programmes that have improved corporate behaviour on a wide range of issues including climate change, mental health, the Living Wage and modern slavery.
James was most recently recognised by the Investment Week’s Sustainable Investment Awards 2023 for his Outstanding Contribution to the Sustainable Investment Industry.

Chief Investment Officer, EdenTree Investment Management

Charlie joined EdenTree in June 2021 as Chief Investment Officer and has responsibility for the Sustainable Investment Team. He also co-manages the EdenTree Green Impact Equity Fund. He has more than two decades of investment management experience and was previously Head of Strategy, Environment and Sustainability at Jupiter Asset Management, where he also managed the Jupiter Ecology Fund for nearly two decades. Charlie holds a masters in Environmental Technology from Imperial College London.

Portfolio Manager, US Impact Strategy, T. Rowe Price

David is the portfolio manager for the US Impact Equity Strategy in the Global Equity Division. He is a vice president and member of the Investment Advisory Committees of the US Large-Cap Growth Equity, US Large-Cap Core Equity, Global Industrials Equity, and Global Impact Equity Strategies and a vice president of the International Funds. David is a vice president of T. Rowe Price Group, Inc.

Portfolio Manager, Robotics Fund, Candriam

Prior to joining Candriam as Technology Analyst in 2022, over the previous five years Nathaniel worked in different roles at ING, KPMG, Prime Capital and Degroof Petercam, across Europe. During that time, he built in-depth expertise of the broader technology sector.
Nathaniel graduated from Montpellier Business School, after having obtained his bachelor’s degree at Maastricht University.

Investment Specialist Director, Baillie Gifford

Rosie is a director and investment specialist at Baillie Gifford, where she leads the specialist team for Positive Change, a global equity impact strategy. She joined Baillie Gifford in 2013, having previously worked at Martin Currie Investment Management, Aberdeen Asset Management and Edinburgh Fund Managers. Rosie graduated MA (Hons) in Politics and Economic & Social History from the University of Edinburgh in 1997.

Chief Investment Officer, Pier Investment Management

Peter is an experienced investor with over forty years experience.  Peter has previously led investment teams at T. Rowe Price, JP Morgan Asset Management, Standard Life Investments and T. Bailey Asset Management.  Peter is an advocate of responsible investing and the appropriate construction of funds that represent that approach.

Head of Strategic Initiatives & Innovation, Charity Bank

As Head of Strategic Initiatives, Grace leads on delivering Charity Bank’s Strategic Growth Plan, aiming to double Charity Bank’s impact loan book to reach over £1.2bn of total lending by 2030. This ranges from capital raising and investor relations, to new product development. Grace is passionate about using finance for good and has worked in the social impact investment sector for over 15 years, previously a Senior Investment Manager with leading impact investment firm, Resonance.

Managing Director, Ella's

Minke is Managing Director of Ella’s, a London-based charity supporting women who have survived trafficking and exploitation. After studying Cultural Anthropology and Development Studies, she worked in the UK charity sector, including at the Trussell Trust where she launched several social enterprise initiatives. Nearly eight years ago, she joined Ella’s when it was a small project with one safe house. Today, Ella’s is an independent charity with around 25 staff and multiple safe houses.

Worthstone Investment Committee

Abigail has over 25 years of investment experience in a variety of roles including that of a sustainable and impact-focused asset manager.  Abigail has also managed Asia Pacific portfolios in Hong Kong and London and worked as a fund analyst. She is a CFA Charterholder and now divides her time between Investment Committee roles and as Non-Executive Director for Investment Companies.