Anne-Marie D’Alton is the Chief Executive Officer of Batseta since 2007. Batseta is a Not-for-profit organisation and SAQA (South African Qualifications Authority) recognised professional body that promotes the interest of retirement funds in South Africa.
Armed with an MBA from the University of Pretoria and 20 odd years in the Department of Labour, she led the professionalisation of principal officer and trustees’ occupations adhering to the high standards of conduct, practice, and qualifications essential to these professions.
Anne-Marie aided in developing two occupational qualifications for retirement fund fiduciaries so that they can practice their profession with confidence. She facilitated Batseta’s registration as an QCTO (Quality Council for Trades and Occupations) delegated examining body supporting skill development and continuous professional development initiatives for members and the industry at large.
Anne-Marie also holds a BA Communication from the Rand Afrikaans University and completed a Personal Development Programme (Top of the class student) at the University of the Witwatersrand.
She is currently a council member on the Financial Sector Transformation Council. She serves on various retirement fund industry committees such as CRISA Committee, Climate Risk Forum and FSCA Retirement Fund Forum. She also served on the INSETA board. She was a toastmaster at the Pretoria East Toastmasters Club.

Michelle Acton, FASSA, CFP®
Executive: Retirement Reform, Old Mutual

In 2002, Michelle qualified as an actuary and after a number of years in the healthcare environment and general management, she moved into the retirement fund industry. Within the retirement fund arena, her experience includes retirement fund valuator, consultant to a number of large retirement funds and large employer groups, as well as being a member of a number of industry and company related committees.

She has spent some time in the innovation and disruption space working on the future of retirement funds and also the distribution strategy space. Aside from being a qualified actuary, she obtained her Post graduate diploma in 2008 in Financial Law, CFP and in 2021 she achieved a Certificate of Specialisation in Strategy from the Harvard Business School.

Michelle has been the Old Mutual expert on retirement reform over the last few years and in driving conversations with key stakeholders. In her current role, she is responsible for the implementation of the proposed Two Pot changes across the Old Mutual group, this includes system build, education, communication, stakeholder management, business readiness and execution and product design.

Michelle is involved within the South African Social Security arena, and sits on the ASISA Social Security Standing Committee and ASISA Two Pot Working Group. Aside from the above achievements in the professional world, Michelle prides herself on having an active home life as well. She is married and has three beautiful children, 18, 16 and 5 years. She is also an avid endurance runner, with 11 comrades under her belt. Michelle really enjoys relaxing with her friends and a glass of wine or two over the weekends!

Mike has a broad range of experience, spanning investment consulting, investment/portfolio management, product development and client servicing he has gained at Momentum Investments as well as Old Mutual and Alexander Forbes.

He is responsible for ensuring the outcome-based investing philosophy is embedded and represented in decision-making processes, research initiatives, governance and, ultimately, portfolios the investment team manages. He also acts as an ambassador and elevates the profile and understanding of the philosophy across all stakeholder groups.

Mike has a BSc Honours degree from the University of the Witwatersrand, an MBA from Wits Business School and is a holder of the Chartered Financial Analyst designation.

With over 15 years' experience, Fawaz oversees our broader ESG strategy and integration across the multi-asset and equity investment team. He is primarily responsible for managing portfolios driven by active systematic strategies across a range of portfolios, and currently manages the Old Mutual ESG Equity Portfolio, while co-managing the Shari’ah portfolios offered by Old Mutual Investment Group.
With the world facing steady innovation with Artificial Intelligence (AI), Fawaaz also acts as a champion for AI initiatives both within the investment team and across the broader business.
Fawaz holds B Com (Finance) Honours, is a CFA Charterholder, and certified Financial Risk Manager.

Zareena Camroodien is the Departmental Head of Fund Governance and Trustee Conduct in the Retirement Funds Supervision Division (RFSD) responsible for fund governance and trustee training, which includes the Trustee Training Toolkit, at the Financial Sector Conduct Authority. She is also responsible for providing legal support to the Retirement Funds Supervision Division. She further provides input in respect of pensions-related legislation, inter alia, the Conduct of Financial Institutions Bill (COFI), the consequential amendments to the Pension Funds Act and the Revenue Laws Amendment Bill giving effect to the two-pot system, and other pensions-related legislation and regulatory instruments.

Zareena Camroodien further provides input on various pensions-related policies of National Treasury including but not limited to the two-pot system, auto enrolment and governance of retirement funds. She is the chairperson of the Africa Pension Supervisors’ Association (APSA). She also represents the RFSD at various fora including the International Organization of Pension Supervisors (IOPS) and NEDLAC. She has been in the retirement funds industry for approximately 20 years. She is an admitted Advocate of the High Court of South Africa with extensive legal experience.

She completed her pupillage and practised as an Advocate at the Johannesburg Bar having appeared as counsel in, inter alia, the Constitutional Court and Supreme Court Appeal in landmark decisions. She is passionate about social justice.

Kieran joined Schroders in 2021, and is responsible for the Schroders Capital Real Estate Global Solutions platform, delivering tailored investment solutions and leading the Real Estate Capital Partners division's expansion into global markets. Kieran joined from private assets specialist, StepStone Group, where he was a Partner within the real estate team. Prior to helping establish the European real estate team at Stepstone, he was a Principal at real estate consultant The Townsend Group and was previously a Director at CBRE Global Investment Partners, focused on client portfolio management, global strategy and investment activity, spanning primaries and secondaries.

Raazia is currently the Executive Head of Investments at NMG Benefits. She has extensive
experience both locally and abroad dealing with institutional funds of different complexities ranging
from retirement funds, medical aids, beneficiary funds and trusts amongst others. Raazia is focused
on ensuring clients receive high-quality advice, while also maintaining good governance and
improving members' net of fee outcomes in the process.
Raazia has a B. Com in Information Systems from the University of Cape Town and is also a CFA
Charterholder. Raazia has 26 years of investment experience which spans both the South African as
well as UK industries. She currently serves as a board member on the CFA Society of South Africa
and chairs the Regulatory outreach and Women In Investment committees.

Tim joined Baillie Gifford in 2010 and is a climate specialist director in the Clients Department. Prior to joining Baillie Gifford, he spent two years as an Inter-Dealer Broker, dealing in equity derivatives on the primary European indices. Before this, Tim spent seven years as a British Army Officer, serving initially as a Commander in the Infantry before transferring to Military Intelligence. He undertook three six-month tours of Iraq and spent 18 months peacekeeping in Northern Ireland. Tim graduated MA (Hons) in Economics and International Relations from the University of St Andrews in 2001.

Ramon is a seasoned executive with 20 years’ experience in the employment benefit space. He holds an MBA from the University of the Orange Free State and completed his Principal Executive Officer Certificate through the Quality Council for Trades and Occupations, South Africa (QCTO). He encourages others to develop themselves and believes in the intrinsic value of people. Ramon serves as the Principal Officer of the Orion Namibia Pension and Provident Funds.

Isaac Letlape is the Benefits Manager at the Government Employees Pension Fund. He is a seasoned financial services professional with over 17 years’ experience, having held various leadership roles across insurance and employee benefits sectors.

Isaac holds a Bachelor of Accounting Science, Master of Business Administration with a focus on General Management, and completed an Executive Development Programme (EDP) at Wits Business School. He is a Chartered Principal Executive Officer through Batseta and is a member of the Institute of Directors Southern Africa.

Beyond his work commitments, Isaac is a dedicated advocate for youth development and governance excellence. He is a board member of the Youth Bridge Foundation and actively participates as a Governance, Legal, and Technical Committee member at Batseta.

Isaac is passionate about fostering transformative growth and making a meaningful social impact. He looks forward to facilitating a session on “Social and economic impact on Retirement Funding” and engaging with fellow professionals to explore innovative solutions.

Teboho is a seasoned impact investing professional dedicated to channelling investment capital towards tackling the most pressing social and environmental issues in society.
As an ESG and impact investing practitioner, she monitors and advises on responsible investing across the Sanlam Investments’ business.

Teboho holds a BCom Honours (Financial Analysis and Portfolio Management), as well as a BSc in Mathematics and Applied Mathematics from UCT and is completing her master’s in commerce (Development Finance) with the University of Cape Town’s (UCT) Graduate School of Business.

MD of Family Investment business, BuMa Investment Holdings. Chairman of DNA Economics, Multichoice Group, Capital Harvest as well as National Task Force on Impact Investing in South Africa. Convenor of Family Foundation, Number 43 Trelawney Park; kwaMagogo. Holds a BA Degree Social Science with the University of Swaziland, MSc in Economic Policy and Analysis with Addis Ababa University as well as several professional certificates with Harvard University.

Member of the boards of Sanlam, Alternative Prosperity Holdings, Strate, CA Sales, as Lead Independent Director, as well as Economic Research Southern Africa (ERSA). Previously, Chairman of Sanlam (till March 2024), Commissioner of the 1st & 2nd National Planning Commission, CEO of the PIC, Head of Policy Analysis at Sanlam, Act. Dep. Director General Economic Policy in the National Treasury, Director of Research, Central Bank of Swaziland. He was also a member of the Boards of the South African Reserve Bank, Government Employee Pension Fund, Airports Company SA as well as the UN Global Compact Board & Chairman of the (UNGC) SA Local Network. Previously, Chairman of ERSA, Chairman of Absa Asset Management and member of Future Planet Capital in London, Avior Capital Markets, Absa Financial Services, Eskom Pension and Provident Fund as well as the V&A Waterfront. He was instrumental in the listing of Multichoice Group and Avior Capital Markets, on the JSE (2019 & 2017), as well as, CA Sales on the BSE & JSE (2018 & 2022).

Founder of many initiatives such as the Financial Sector Charter Council, Social Security and Retirement reform, both in South Africa, UNGC Africa Implementation Agenda for the SDGs and the Ratepayers Association network in Swaziland, amongst others. Recently, the Impact Investing SA Movement. He has published and lectured widely. He is an author, economist, editor, strategist, policy formulator, negotiator, business leader, international events coordinator, public speaker, commentator and book publisher.

Top 40 Alan Paton Awardee in 2007 (Number 43 Trelawney Park; kwaMagogo) and ranked the 14th influential player, Sovereign Wealth Funds Institute in 2013. One of his most recent books is entitled LARRY – Simply Larry, September 2018, is changing lives. Most recently, 10 Years On, April 2019. This was quickly followed by another title, August 2020, number43 covid-19 journey, published in partnership with UN South Africa. He has written six books and published seven.

Lebo Mathibe is responsible for business development activities and onboarding accounts. Prior to joining Robeco, she worked at RisCura Solutions, first as an Associate Investment Consultant and later as Business Development Manager. With over 14 years of industry experience, she has gained valuable insight into retirement funds and medical aid schemes in South Africa, from both an investment and regulatory perspectives. Lebo holds a BCom in Economics from the North-West University.

I am the Chairperson of the Electrical Contracting Industries Pension Fund and the Chairperson of the I am the Chairperson of the Electrical Contracting Industries Pension Fund and the Chairperson of the Chairperson of the Electrical Contracting Industries Pension Fund I also Chair the Investment Committee meeting of both funds as well as the EXCO. I sit on the Claims Committee and Communications Committee. I have been a trustee for more than 20 years. I have been awarded a Diamond certificate from the FSCA in March 2022.

I am a professional Director that has been working at Senior Management Level since 1998. I have graduated in a number of post–matric qualifications obtained at various institutions of Higher Learning detailed below, these include the Bachelors of Law (LLB) from Unisa, BA Honours from Unisa, Post Graduate Diploma in Marketing Management from Unisa, Higher Education Diploma (UNIN), who is also a qualified Skills Development Facilitator. I am also a Specialist Practitioner in Employee Benefits. I was also the Joint General Secretary for the National Bargaining Council for the Electrical Industry for 10 years. I have been the National Director of the Electrical Contractors Association(SA) for the past 10 years
. I also Chair the Investment Committee meeting of both funds as well as the EXCO. I sit on the Claims Committee and Communications Committee. I have been a trustee for more than 20 years. I have been awarded a Diamond certificate from the FSCA in March 2022.

I am a professional Director that has been working at Senior Management Level since 1998. I have graduated in a number of post–matric qualifications obtained at various institutions of Higher Learning detailed below, these include the Bachelors of Law (LLB) from Unisa, BA Honours from Unisa, Post Graduate Diploma in Marketing Management from Unisa, Higher Education Diploma (UNIN), who is also a qualified Skills Development Facilitator. I am also a Specialist Practitioner in Employee Benefits. I was also the Joint General Secretary for the National Bargaining Council for the Electrical Industry for 10 years. I have been the National Director of the Electrical Contractors Association(SA) for the past 10 years

Joelene Moodley is an admitted attorney with sixteen (16) years of experience within the pension industry, spanning the public and private retirement fund sector. She serves as an independent trustee, section 26(2) trustee and/ or independent Chairperson on various active and dormant pension funds. Joelene also serves as an independent Principal Executive Officer on various pension funds. and currently, amongst her other appointments, she is appointed as Independent Principal Executive Officer of the Sanlam Umbrella Fund. Joelene has extensive governance and risk management experience having served in various capacities, on numerous board committees i.e. Investment, Administration of Benefits. Governance and Risk. Legal and Compliance, Death Claim, and Communication Committees.

As part of her previous and current roles, Joelene has had the privilege of working with different Administrators, such as Sanlam Corporate, Liberty , Fairsheads Benefit Services, and the Government Pension Administration Agency. She also engages regularly with industry bodies both locally and internationally. Furthermore, Joelene has spoken on pension related matters at numerous pension conference, seminars hosted by various industry bodies and forums locally and internationally.

Nazmeera is the Chief Sustainability Officer at Ninety One. In this role, she oversees our firm-wide initiatives, including our commercial imperatives, investment integration, and our inhabit and advocacy work. Prior to this she was Head of SA Investments, where she worked across our public and private strategies in Africa. Before that she was co-Head of SA & Africa Fixed Income. Nazmeera has covered the macro-economy in South Africa and other emerging markets since 2000. She is passionate about making financial markets work to support development. Her remit has included the Emerging Africa Infrastructure Fund, which provides debt financing for infrastructure projects across Africa. She joined the firm in 2013 from Macquarie First South where she was Head of Macro Strategy. She began her career as an economist at Merrill Lynch in South Africa and London. Nazmeera graduated from the University of Cape Town with a Bachelor of Business Science degree and is a CFA® Charterholder.

Siphiwe Moyo is a sought-after and highly-rated International Keynote Speaker, Author and Organisational Development (OD) Facilitator. He has presented at numerous international conferences, primarily in the EMEA and APAC regions. A Southern African Speaker Hall of Fame and a Southern African Educator Hall of Fame Inductee, Siphiwe is a safe pair of hands for Executives trying to solve people-related issues in organisations. He’s a seasoned HR practitioner and Organisational Behaviour specialist. He studies and teaches human behaviour within a workplace context. He is considered an expert in leadership, cultivating optimism, hope & resiliency, employee motivation, and helping employees cope with organisational change. He has helped many senior leadership teams with team effectiveness interventions.

Siphiwe designed the initial postgraduate module in Organisational Behaviour offered at Stellenbosch University in South Africa. He has worked as an Adjunct Faculty member, teaching primarily Organisational Behaviour, at GIBS, Henley Business School Africa, Wits Business School and the Johannesburg Business School.

As the previous Head of Learning & Development for at least three Johannesburg Stock Exchange top 40 listed companies, he is well-versed in conventional in-person and online/remote presentations. Siphiwe was Vice President of the Professional Speakers Association of Southern Africa and was Chairman of the Board at the South African Board for People Practices. He is also the founder of Elinye Ithuba. This not-for-profit social enterprise facilitates skills development opportunities for people locked out of the economy in his home country, South Africa.

Victor has headed STANLIB’s Fixed Income team since November 2019. He was co-head of the Fixed Income franchise from 2016 to 2019. He is responsible for the overall strategy of the team and is a member of the STANLIB Investment Exco, which drives the overall strategy for the business.
After gaining experience as a bond market dealer with Nedbank Investment Bank, he joined STANLIB’s forerunner, Liberty Asset Management, in 2001, also as a bond dealer. He was promoted to head of bond and income funds in 2008, assuming full responsibility for the daily management of these funds.
He holds a BCom from the University of Cape Town, honours in econometrics from the University of Johannesburg, and has completed the Global Executive Development Programme (GEDP) offered by GIBS, an affiliate of the University of Pretoria. He has also completed the General Management Program (GMP) at Harvard Business School.
Victor is one of the top Fixed Income fund managers in the country, having won ABSIP Awards for fund management as well as Raging Bull Awards

Radhesen is joint head of the Institutional Clients team and head of Orbis Client Servicing in South Africa. He joined Allan Gray in 2012 as a business analyst and also worked as a performance analyst at Orbis. Radhesen holds a Bachelor of Science (Honours) degree in Actuarial Science from the University of the Witwatersrand and is a qualified actuary.

William is the University of Cape Town Retirement Fund’s Deputy Principal Officer. William has more than 15 years’ experience in Employee Benefits and is a Chartered Principal Executive Officer. He started as a fund administrator and later became a fund consultant for one of the leading employee benefits companies in South Africa. He holds a Postgraduate Diploma in Management (Retirement Funds) and Postgraduate Diploma in Development Finance at UCT’s Graduate School of Business. He joined Just Share’s Board as Non-Executive Director in June 2022 and serves on numerous transformation and employment equity committees within UCT.

Asanda is the Chief Investment Officer at Mazi Asset Management, bringing with him over 19 years of valuable experience in the financial services industry. His professional journey commenced as an actuarial analyst at Alexander Forbes Financial Services, and he later headed the product development division at Stanlib. His expertise spans pensions, banking, and investment management, reflecting his seasoned proficiency in the field. Asanda is responsible for upholding a high standard of research and the investment philosophy for the investment team, thereby creating sustainable investment performance that ultimately benefits our valued clients. He holds a Bachelor of Business Science from the University of Cape Town and is a Fellow of the Institute of Actuaries and a Fellow of the Actuarial Society of South Africa.

Jaco Oosthuizen is an actuary and the co-founder and MD of Yulife SA. He began his career at Sage Life and then moved to the MMH group as an actuarial student and swiftly advanced to head up the Momentum actuarial valuations team.

Jaco headed up the team that created and developed Momentum’s Multiply Wellness Programme. He also created an innovation unit for Momentum which included two successful venture capital funds. He has been an integral part of the YuLife founding team in the UK and now leads Yulife South Africa's business, which was launched in 2023.

Jaco’s passion goes beyond crunching numbers; he is most interested in reinventing the insurance industry and addressing the trust deficit through client engagement and uncovering meaningful insights. He is Inspired by insurtech, gamification, behavioral science and wellness industries.

Isaac Ramputa is an executive director of RisCura Solutions (Pty) Ltd, the investment consulting and research business unit of RisCura. He has over 20 years’ experience in the financial services industry that includes executive roles at organisations such as the Financial Sector Transformation Council, Batseta - Council of Retirement Funds of South Africa, Business Unity South Africa and the Insurance Sector Education and Training Authority. Isaac served as the Chair of the ASISA Foundation’s Board of Trustees.

In addition to his directorship role, Isaac contributes and advocates for the work RisCura is doing in the responsible and impact investing, RisCura’s B-BBEE manager and broker incubation programmes and nurtures and builds relationships with current and prospective RisCura clients.

Manka Sebastian, a Direct Property Analyst, brings more than a decade of experience in the investments industry, with a focus on debt and property markets. Prior to joining Sanlam Investments, she served as team leader for Earnings Estimates at Bloomberg and excelled as a top REIT analyst at Oasis Asset Management.

She holds a BBusSci in Finance from the University of Cape Town, where she majored in economics. Additionally, she holds a certificate in Financial Modelling and Valuation Analysis from the Corporate Finance Institute in Canada. Manka is currently pursuing her CFA and CAIA designations.

Mabatho joined the Financial Services Industry in January 2001. Prior to that she was working in the oil industry as a new business development manager for Total SA in historically disadvantaged communities. Her first financial services job was in private equity as an Assistant Portfolio Manager for Infrastructure Investments at Old Mutual Asset Management.

In 2003 she joined Cadiz Asset Management and was subsequently made a Director and Head of Institutional Business Development and Marketing until March 2007. She has been involved in financial services as an independent professional since 2008. Her first board appointment was as an independent investment committee member for Rand Mutual Assurance. She has since served on various types of funds in the industry including the Eskom Pension and Provident Fund, where she was also the chair of the Strategic Investment Committee and the National Treasury Jobs Fund where she was an independent investment committee member.

She currently still serves as a professional trustee or independent investment committee member or independent Chairperson on various funds including impact investment funds. She also has experience serving on Company Boards. She is a Director of the Transformation Action Forum, an asset owner led initiative to transform the financial services industry. She is also a former member of the advisory committee of the Southern African Pension Fund Investment Forum. Among her experience is working as a management consultant for 5 years and she has more than 10 years experience in professional mentoring of women.

Qualifications: Hons (Economics and Marketing) University of Wales, Aberystwyth College, Hons (Financial Analysis and Portfolio Management) University of Cape Town and an MBA from Hull University.

Avishal rejoined Alexforbes on 1 June 2022 as Head of Retirements. After eight years at Sanlam Corporate in various leadership roles in both advisory and product, he returned to Alexforbes to ensure that he is able to have the necessary impact on members that rely on the industry for guidance and advice.

Avishal has over 15 years’ experience, mostly in the retirements space, and has developed innovative solutions that strengthen partnerships and enable financial resilience. Avishal’s passion is to drive change in the industry and to live out his personal vision which is to ‘improve members lives, now, and into retirement!’

Pawan is a seasoned Portfolio Manager for the Sustainable Infrastructure Fund at Sanlam Investments. In this role, he is responsible for deal origination, structuring and post-investment monitoring for economic infrastructure investments on behalf of institutional investors.

He previously held the position of Head of Multi-Strategy within Sanlam Investments’ Alternatives business since April 2018. In this role, he was instrumental in driving Sanlam’s alternative multi-strategy investment solution, primarily for the institutional market. Prior to that he was a Portfolio Manager within Sanlam Investments Multi-Manager from 2014, where he was responsible for manager selection and research, market research, portfolio construction and risk management for retail investors.

Pawan holds a BCom in Accounting from Mumbai’s Narsee Monjee College of Commerce and Economics and an MBA from the Zicklin School of Business at Baruch College in New York.

Thembeka Stemela Dagbo is a South African national who joined M&G in
July 2018 as an investment analyst for M&G Positive Impact Fund.
• Thembeka manages the M&G (Lux) Diversity & Inclusion Fund and the
Diversity & Inclusion Fineco Asset Management Fund.
• She was appointed Deputy Fund Manager of M&G Positive Impact Fund
in June 2019.
• She was previously a Vice President (VP) in the Equity Research
Department at Credit Suisse International, where she joined as part of
the Graduate Programme in 2012. She served as a primary analyst for
the UK and Nordic non-life insurers.
• Thembeka has a Bachelor of Business Science Honours Degree from the
University of Cape Town (UCT), specialising in Economics. She also holds
the Certificate in Impact Measurement from the Said Business School at
Oxford University.

With over 18 years of experience in the financial services industry, Solly has worn many hats, ranging from investments to actuarial and employee benefits roles. He is experienced in setting and reviewing investment strategies for institutions, leading investment research and contributing to financial media.

Solly is an Associate Member of the Actuarial Society of South Africa (AMASSA). He obtained his BSc Honours, specialising in Actuarial Science, at the University of Witwatersrand and has completed his FAIS RE1, RE3 and RE5 certifications. Furthermore, he has completed the Sanlam Senior Management Development Programme at the University of Stellenbosch Business School and the Lead for Performance and Growth Programme with Harvard Business Publishing.

Fatima has over two decades of experience as a practitioner in South African and international capital markets. She has gained significant expertise in servicing some of the largest retirement funds in South Africa, along with an in-depth understanding of the functioning of the South African financial markets and regulatory framework. Before embarking on her corporate career in 1997, Fatima dedicated two years to lecturing in applied mathematics at the University of the Witwatersrand. Fatima is a Director of the Association of Savings and Investments South Africa.

Tom is a Senior Portfolio Manager for Global Equities. He joined Sarasin from Nomura Asset Management, where he was Head of Equity Investment.

Over a 16-year career at Nomura as an analyst and a portfolio manager he developed wide knowledge of companies and industries, as well as expertise in managing high-conviction global equity portfolios focused on higher-quality companies. Prior to Nomura he spent time at Deloitte Consulting, Energis and PA Consulting Group.

Tom graduated from Durham University with a first-class degree in Mechanical Engineering. He also holds an MSc in Computing for Industry from Imperial College London. He is a Chartered Financial Analyst (CFA Charterholder) and has passed all the Charter Management Accountant (CIMA) exams.

Joanne Yoo is a Partner at Development Partners International (DPI), a leading Pan African private equity and venture investment firm with over $3 billion under management targeting investments in high growth and innovation-led companies across the continent. Ms. Yoo serves on a number of Advisory Boards and Investment Committees including the endowment of the Executive Leadership Council. In 2020, Ms. Yoo was appointed by the Chairman of the U.S. Securities and Exchange Commission (SEC) to the Investor Advisory Committee. Ms. Yoo is serving on the Executive Committee and Board of Directors of PEWIN (Private Equity Women Investor Network), representing over $3 trillion in assets under management. In 2023, Ms. Yoo was recognised with the inaugural Pensions & Investments Influential Women in Institutional Investing award, and for her industry leadership by SuperReturn, 2X Global, and PEWIN.

Ms. Yoo received a B.S. in Commerce with concentrations in Finance and International Business from the McIntire School of Commerce at the University of Virginia; a Masters in Public Administration from the Kennedy School at Harvard University where she currently serves on the Dean’s Council; and an M.B.A. from Columbia Business School, where she was awarded a Morgan Stanley Fellowship. Ms. Yoo is a dual US & UK citizen and has lived/worked across US, UK and Africa.