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  1. Home
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  3. 'JB' Beckett
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'JB' Beckett

Alumni Ambassador and Oversight Committee
Stirling University SMIF (Student Managed Investment Fund)
Country or state 
United Kingdom
Available to 
Global
City 
Larbert
Fee 
Languages 
English
Volunteer
No

Personal Details

Bio

Beyond Madoff, JB explores the underbelly ‘human condition’; dichotomy of technological advancement versus sustainability, existential risks from the psychological dysfunctions of participants within.

Fund selector c.20 years, Director Emeritus of APFI, JB led a global team to deliver best industry practice in fund investing. JB writes, lectures and speaks globally. JB’s ‘NFO’ consultancy enables Fintechs and boutiques, offer iNED whilst empowering fund selectors through new technologies.’

@JonSBeckett #newfundorder #suitcasefundanalyst jbbeckett.simpl.com

About 'New Fund Order 2.0‘ “Spy novel meets digital survival guide (of sorts) for anyone working in the fund and wealth industry" Available http://www.blurb.co.uk/b/6269715-newfundorder

2019: Depart LBG. Independent NED (2 roles). Emeritus APFI.

2018: £109bn mandate and ESG assessment for FTSE100. Keynoting South Africa, Berlin. Founder Mbr Guild of IM. Guest lecturer and advisor Stirling University Investment Fund and Heriot Watt for Avenue Investment Club. Co-author Wealthtec Book, launch. Transparency Trophy.

2017: Keynote in Lux, London, Paris, Dubai, HK, Stockholm and Berlin. Lead SW Responsible Investing framework. Join APFI board. TTF Team P.I.S.C.E.S. Stirling Uni Student Investment Fund (SMIF) guest lecture & pitch panel. FintechCircle Institute.

2016: Launched NFO consultancy. ERC talk and honorary member. TTF Ambassador. Informed Choice interview. Investment Influencer interview. Published NFO 2.0. DOOR Guidance Panel. UK Personality of the Year, Investment Europe.

2012-2015: UK lead for APFI, BNY Customer Board. Author CISI Applied Wealth textbook (level7). CISI disciplinary panel. Wealth Manager cover story. Presenting HK, Monaco, Stockholm. Consulting CIO for Gemini. Judge FMYA.com. Published NFO 1.0. Investment Europe cover story.

2001-2011: UK advisory MPS. Managed ratings for US blue-chip, EFAMA European Fund Classification Forum. Est first Fund Analyst Group on Linkedin (2007).

Current position (3)

Alumni Ambassador and Oversight Committee

Stirling University SMIF (Student Managed Investment Fund)

Author, Consultant & iNED

New Fund Order

Advisory Board & Ambassador

Transparency Task Force (TTF)

Degrees (1)
Business Law
Stirling University
1993 to 1996
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Expertise (4)

Business
Technology
Social & Political
Financial Services

Reviews

Testimonials (10)
  • "JB Beckett expertly delivers thoroughly well researched and referenced material in an entertaining and engaging way that truly captivates his audience. His mastery of the subject beautifully highlights critical areas in a forward thinking and refreshing way. As well as posing challenging questions which encourage the audience to question current thinking and examine the status quo, JB offers insights for deeper reflection. His engagement, passion and vision is a joy to behold. A truly captivating, refreshing and engaging speaker whose knowledge and insights would add real value to any event.
    Derek Borthwick
    Verified
  • I have worked with JB on a number of events. He is the consumate professional. He is always prepared, invariably controversial but always insightful. You always come away feeling you have learnt something and sometimes even a better person
    Alan Chalmers
    Verified
  • I have now had the pleasure of seeing JB speak on three different occasions in 3 different settings. He is dynamic, energetic and above all else has something to say. He is not afraid to speak his mind, challenge the status quo and always leaves the audience with something to think about. If you are looking to shake up your audience and get their attention JB is your answer.
    John Swolfs
    Verified
  • I have known JB as an asset allocator and manager selector of repute. He is famous for his reputation of challenging the seemingly obvious and questioning the seemingly normal. A true advocate for the total advancement of investors' interests, JB hesitates not to challenge the powerful sitting in positions of authority. His views are controversial (to some) but then they have a tendency of playing out in the market later on - a clear testimony of his foresightedness. A regular and active participant on social media platforms, JB has consistently led deep conversations on where the professional fund investment industry is headed towards. With consistency, JB has contributed to many thought leadership pieces, regulatory commentaries and industry sessions - all culminating, in the majority of instances, with the adoption of his views by both the industry as standard good practices or by the regulatory authorities as amendments to different Acts and Circulars. I would recommend JB for speaking opportunities at any industry gathering and afford those in the audience the privilege of tapping into his wisdom.
    Gandy T. Gandidzanwa
    Verified
  • Jon ‘JB’ Beckett has been a constant source of ideas around fund selection, the role of the fund selector, and the context within which such financial professionals work amidst a plethora of changes; these include regulatory, technological, and demographic changes as they affect the buy side. JB is capable of both insightful articulation as a speaker, off the basis of his years as a fund selector, as well as robust engagement should the need arise to place him on a panel. I would not hesitate to recommend him for anybody seeking insight from the coal face of fund selection, views on how technology disruption is hitting the fund industry, and for insight into ongoing efforts to improve industry standards in areas such as buy side CPD.
    Jonathan Boyd
  • JB is the go to guy in our Investment Management community for fund selector insights. His contributions on ESG and Market Outlook have helped us put together impactful discussion sessions that reflect the ecosystem.
    JB's top rated funds on SharingAlpha
    2019 Predictions - Outlook and Market Implications of Brexit - December 12, 2018 - BrightTALK
    [Panel]Q2 2018 Investment Management Outlook: Focus ESG, SRI & Impact Investing - April 18, 2018 - BrightTALK
    Adedamola Adeleke
    Verified
  • There are many reasons why I will always want to hear JB speak: 1. He has phenomenal subject-matter expertise on any and all topics relating to governance, iNED'ship, investments, asset management and so on 2. He delivers his message in a thoughtful, compelling and often creative way 3. He "says it as it is" and does not fear being constructively provocative or challenging 4. He is passionate about wanting to make the world a better place
    Andy Agathangelou
    Verified
  • JB has been involved with AIC and Heriot-Watt University Investment Society for two years now, hosting talks and participating in conferences. JB's talks are always anticipated, informative and widely enjoyed. It has been a pleasure to have JB!
    Youssef Bassou
    Verified
  • JB has been a fountain of knowledge and incredible help in overseeing our Student Managed Investment Fund here at Stirling University. In addition he has given talks on multiple occasions, his most recent on the Triage of Risk which was, despite the subject matter, incredibly entertaining and informative. Would highly recommend as a guest speaker.
    David Frost
    Verified
  • I have enjoyed many of your talks JB. They are highly informative, contain great insights and are always delivered with a dash of panache which keeps the audience engaged.
    Bill Bulloch
    Verified
Recommendations
Why choose me? 

Techno-Marxist meets Sci-Fi Psychologist. Flamboyant global speaker and lecturer on asset management

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