Brandon Horwitz (IFoA Finance & Investment Board Chairman)

Investment Seminar: Brandon is a qualified actuary with over 14 years' experience in financial services including: retail

financial advice/wealth management; investment product development; regulation; institutional

investment consulting; investment banking and asset management. Brandon currently works at HSBC

Bank Plc as Head of Financial Planning where his team is responsible for the retail bank's financial advice

proposition.

Previous roles include having worked at the Financial Services Authority (FSA) as a Technical Specialist

focused on asset management firms; a Portfolio Manager at Morgan Stanley Investment Management

responsible for structured investment funds as well as previously in the Pension Solutions team in

Morgan Stanley's Global Capital Markets area; and, as an investment consultant in Watson Wyatt's

investment consulting business with a focus on applying derivatives to help pension funds manage risk.

Brandon holds a M.Sc. in Finance and Economics from the London School of Economics as well as

undergraduate degrees in Statistics, Actuarial Science and Mathematics of Finance from WITS

University.