Supply Chain Finance Forum

Head of Receivables Finance, Taulia

Alistair is Taulia’s Head of Receivables Finance. In this role, he has established and grown a technology-centric family of receivables financing products to further serve their customers’ needs. Before joining Taulia, Alistair spent over ten years in Corporate and Investment Banking at RBS, followed by a short stint at Greensill Capital. He worked in Corporate Advisory, Leveraged Finance, and served as Head of Supply Chain Finance before joining Greensill to bring scale to a Structured Receivables product line. Alistair is London-based and holds a BSc. (Hons) in Statistics from the University of St Andrews.

CEO, Woodsford Tradebridge

Mark enjoyed a varied and international career at the German engineering giant Siemens, culminating in the opportunity to launch a successful product lifecycle software and services business, that won customers such as the Australian and Malaysian Navy. In 2011 it was sold to Atos and Mark returned to the UK, where he joined the Woodsford team in 2012 to co-found Woodsford TradeBridge, a supply chain finance venture focussed on supporting mid-market companies. With 20 years’ experience in senior Finance Director, supply chain management and service delivery roles, Mark has a unique blend of financial supply chain and business expertise. A passionate believer in the potential of supply chain finance, he brings together the ingredients needed to successfully create and deliver innovative supplier finance programmes and has been leading and growing Woodsford TradeBridge since launch.

Managing Director, Global Head Trade Finance Investments, Santander Asset Management

A renowned industry expert, Bertrand is currently the lead portfolio manager for the global Trade Finance strategy at Santander Asset Management. Before joining Santander Bertrand was at HSBC for 8 years and in his last role he was responsible for the European Business Development activities for Global Trade and Receivables Finance. In this role he was responsible for all global corporates, commodities, financial institutions and SMEs’ trade finance activities in the region. Previously, with teams located in five continents, he was HSBC’s Global Product Head of Structured Solutions and Global Head of Solutions Structuring for the organisation. Before HSBC, Bertrand worked at JP Morgan where he launched and led the EMEA Structured Trade Advisory business, and RBS/ABN Amro where in his last role he was Head of Trade for the EMEA region.

Bertrand was a member of the ICC’s Banking Commission Steering Committee for transforming Trade Finance as an asset class. He is a member of ITFA´s working group on the same topic and a subject matter expert for the ICCs of Global Supply Chain Finance initiative. Bertrand is a Chartered Actuary, has a full-time MBA from the London Business School and an MSc degree in Economics and Business Sciences from UCM. On the private side, Bertrand is a trustee of educational charities and a single father of five young children.

CEO, Atlantic Risk Management

He was at the forefront of developing Asset Based Lending techniques in the UK in the 1980s. Richard established Atlantic RMS in 1997 with Offices in London, Chicago and Hong Kong. The business specialises in Pre Lending Reviews, Audits, Portfolio Management, Work Outs, Recoveries, Consulting and Training. They work for many of the leading Financial Institutions in Europe, USA and Asia. Atlantic RMS has undertaken assignments in over 25countries across 4 continents. Richard is co-author of Asset Based Working Capital Finance on behalf of the Chartered Institute of Bankers.

Head of Sales, EFCOM

Daniel Huszár is Head of Sales at efcom, a technology company focused on the receivables finance market. Coming from the business and distribution side of Frankfurter Allgemeine Zeitung, Mr Huszár founded his own advertising agency, before joining efcom in 2012. As Head of Sales, he supports efcom's international business expansion, by defining a global marketing and sales strategy. Mr Huszár is a regular speaker at international conferences hosted by FCI, BCR Publishing and numerous European factoring associations. His main interest and driving force is to add value to the industry through insight about future technologies.

CEO, PrimaDollar

Tim has approaching 30 years experience in asset-based lending and financing, and in the systems and technologies that power these industries. He is well-known internationally as an expert in securitisation and emerging markets. Prior to founding PrimaDollar, Tim was an equity partner at PwC (CEE region) and was a Managing Director at Deutsche Bank in London responsible for securitisation across emerging Europe, Middle East and Africa

Head of Credit Insurance and Factoring, BüchnerBarella Holding

Sonja Rethagen is the Head of Trade Credit, Surety und Receivables Financing. She manages and co-ordinates a team of 15 specialists located in BüchnerBarella’s offices across Germany. Sonja’s professional focus is on the placement and handling of national and international trade credit and factoring facilities. She is based in Munich. BüchnerBarella is an independent, owner-managed insurance broker founded in 1922 and is today one of the fastest growing broking companies in Germany. Before joining BüchnerBarella in March 2015, Sonja was the managing partner in a start-up company in trade credit insurance broking. Her career began in January 2000 as a regional sales and account manager at the world’s largest credit insurance group. She served this company in various client interface and management roles for over 9 years, her last position being that of Senior Executive Manager.

Principal, Oliver Wyman

Martin Sommer is a Principal in Oliver Wyman’s Corporate and Institutional Banking practice. He has worked in depth with leading financial institutions, with a focus on strategy and innovation projects in Corporate and Transaction Banking across UK and EMEA. Martin co-leads Oliver Wyman’s market-leading annual Transaction Banking benchmarking platform, which delivers detailed performance metrics to the largest global and regional transaction banks. He has also authored Supply Chain Finance: Riding The Waves, which looks at the latest developments in the Supply Chain Finance industry.

COO, CODIX Group

Laurent is Managing Director of CODIX Group, an International Commercial Finance software provider, editor and integrator of the iMX solution, which supports all aspects of Corporate/Commercial Finance, including PO Finance, Factoring (international/two-way, reverse/NAFIN, classical, etc…), Invoice Discounting, Asset-Based Lending, Supply Chain/Inventory Finance and Leasing, as well as sophisticated Debt Collection capabilities. With a staff of 800+ business and technical experts located in 15 countries, CODIX delivers its iMX solution worldwide to clients of various sizes from SMEs to international groups, and always with a comprehensive suite of services, including: system customization, on-site training and assistance, as well as expert level business recommendations and project management. Laurent’s entire career has been in I.T. for the financial/SCF industry, first in the Business/Systems analysis space, then Projects & Products Management, evolving into Management roles (Laurent is CODIX Group COO since 2010).

Managing Director, Trade Advisory Network

Lionel Taylor is a trade, supply chain and invoice finance specialist with more than 30 years experience in senior leadership roles with major financial institutions including RBS, Rabobank, Citibank and Lloyds Banking Group and with non-bank independents.

Now Managing Director of Trade Advisory Network Limited, which specialises in the strategic development of global supply chain, trade and invoice finance with a client base of regional banks independent finance providers, fintechs and technology providers, his key areas of expertise include new business strategy, turnaround, organisation design, new product design, product management, marketing, origination, credit, team building and training.

He has extensive experience of operating in Asia where he led the cooperation on trade and supply chain finance between RBS and Bank of China, established an independent finance company facilitating trade between Asian and Western SMEs and assisted in the development of the Chinese factoring industry. Today, he continues his close involvement in the region, working with government agencies, banks, independent funders, investors and others who are looking to promote and extend trade and supply chain finance in the region.

He currently is a Non-Executive Director of a growing UK based Fintech, sits as the independent credit committee member for another non-bank finance provider and is also co-author of the ICC Academy’s Advanced Supply Chain Finance online course, a core module of their CTCP programme.

He continues to be engaged in advising a number of financial institutions, fintechs and technology providers on the development of their trade and supply chain finance businesses and is frequently invited to comment and write for specialist international trade publications as well as chairing and speaking at international events.

Sales Director for Supply Chain Finance, Sancus

Richard has over 18 years’ experience in invoice finance, asset based lending, supply chain finance and trade finance. His roles have included working at both independent and bank owned funders in the UK, Ireland and Germany, including Aldermore Bank, AIB Plc, and Royal Bank of Scotland Invoice Finance. He has been integral in developing and delivering sales at a strategic level and has a track record in achieving performance objectives with a keen eye on returns. He has an excellent reputation in leadership roles within both sales and relationship management. Richard became sales director at Sancus Finance in June 2016 and was appointed to the board in March 2017.