The Investment Research Partnership

Grahame Goodyer.IMC, MEWI

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Key personal historic notes

Ø 25 years in investment related financial services and advice

Ø IMC qualified (UKSIP Level 3 Certificate in Investment Management)

Ø Writer of Investment related Expert Witness reports for more than 4 years

Ø Member of UK Society of Investment Professionals (UKSIP) and the Expert Witness Institute

Ø Trained to CPR35 standard and attended the Cardiff University Bond Solon Expert Witness course

Ø Attended mediation sessions

Ø Co editor/contributor to the Ansbacher Guide to Wealth Management 2007

Ø Author of a number of published investment performance and risk related articles

Ø Key note speaker at an off shore investment seminar looking at investment risk rewards for trusts

Ø Advisor to FIMBRA, PIA, and FSA on investment performance monitoring issues

Ø Member of the Pensions Trustee Education Committee, Communications Working Group.

Background

Experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Experienced in dealing with company personnel at all levels (many at senior manager/director/senior partner level) and with Fund Management Companies, Trust Companies, QC’s, Lawyers, Personal Investment Advisors and Independent Financial Advisors. Worked as IFA for 9 years before working in performance analyse for brokers and investment institutions.

Advisor to industry legislators including FIMBRA, PIA and FSA.

Very broad market knowledge across various asset classes and investment products with access to supporting performance data.

Speaker at a number of seminars. This includes a presentation to an audience of 380 trust administrators in Jersey organised by the local branch of STEP and sponsored by Schroders Private Bank and Bedell Cristin.

Author of a number of published articles including for STEP (The Society of Trust and Estate Practitioners), Jersey Business Brief, Schroders Private Bank Global client magazine and other financial services publications. Currently a co editor/contributor of the Ansbacher Guide to Wealth Management Year book 2007.

Personal Status

• Born 4th September 1958

Work Experience - 24 years in the financial services industry

My Expert Witness report experience

To date I have worked as an Expert Witness in several areas.

· As an Expert Witness in more than 20 investment related cases where I have prepared full reports for court to CPR 35 standards

· Cases covered include inappropriate investments for trusts, mismanaged private portfolios, endowment and pensions mis-selling cases, calculation of losses, building of composite benchmarks to estimate investment losses and rebuilding portfolio histories with sales and purchases included to calculate precise losses

· I have access to a wide range of market data with historic data (PC and text based) back to 1974)

· I have attended arbitration meetings between claimant and defendant

· In FOS cases in for claimants and in defence of IFAs whose advice has been challenged

· Providing data to, and working jointly with, other Expert Witnesses

· Production of counter argument reports for claimants and defendants

· Reports have been produced for clients in mainland UK and the Channel Islands.

I have been trained in report preparation to CPR 35 standards and attended CPD courses when appropriate. I have experience of Mediation. I have attended the Cardiff University Bond Solon Expert Witness course.

Employment history.

January 2001 to present. Self employed, acting as a Financial Services Industry consultant and Expert witness report writer.

Consultancy work undertaken - Major Projects.

Skandia Global Funds. International Web Site Development Director. October 2001 to April 2004.

Geographical areas covered - UK , USA , Ireland and Scandinavia

• Designed, specified and managed the content and development of a new web site for the international Fund's division of the Skandia Group known as Skandia Global Funds.

This was a global project covering major markets around the world

The site was customised to the marketing needs of each location including compliance, language and currency

Project now complete. Site address www.skandiaglobalfunds.com

Consultancy work undertaken. Other Major Projects.

Standard and Poors. Specialised report writing for corporate clients of S&P, January 2001 to present.

Geographical areas covered - Global.

• Preparing and maintaining reports required by clients of S&P with specific needs and objectives.

• Clients range from university academics to large corporate investment companies and banks globally.

• Advising and assisting clients on the report objectives they had, including marketing, research and academia.

January 2001 to October 2005. Fenchurch Corporate Services Limited trading as Fenchurch Data.

Geographical areas covered – Global.

Position - Managing Director. The company provides investment performance analysis data and opinion for Expert Witness reports and in providing Investment Performance reports for Trust Companies and other financial institutions.

Main business areas for Fenchurch Data.

Expert Witness reports

As detailed above.

Trust Reports

Preparation and consultancy to Trust companies and Legal firms (including running CPD sessions relevant to Trust administrator needs) in regard to Investment Performance Reports for Trust Companies which assists them in complying with the UK Trustees Act of 2000, the Jersey Financial Services Commission Codes of Practice 1998, The Guernsey Financial Services Commission Codes of Practice 2001 and others.

Reports are mostly commissioned as part of a series, for regular performance monitoring of the investment manager contracted to each trust, but one off reports are also handled.

Attendance at presentations given by various Financial Services Authorities regarding Trustee requirements is ongoing and part of a personal CPD program.

I also provide CPD training to Trust Companies and others on appropriate investment matters to aid trust administrators with their understanding of the investment world as it relates to trust portfolios.

New Product development and market research with recent emphasise on SIPPs (Self Invested personal pension schemes).

1988 to November 2000 Standard & Poors Fund Services (formally Micropal)

Geographical areas covered - UK, Channel Islands, IOM, Malta, Cyprus, Gibraltar, Middle East, Israel and Scandinavia.

Last position held

Associate Director, Standard and Poors Fund Services (SPFS) heading a Sales and Key Account management team of eight.

• Developed and maintained key relationships with corporate clients at the highest level

• Developed Fund of Funds and mixed portfolio models and systems using quantitative analysis as the major selection process criteria.

• Using STYLE, RISK and PERFORMANCE analysis to assess competitor and peer group comparisons.

• Building RISK RETURN Determined Investment Portfolios

• Advisor to the New Product Development Group within Standard and Poors Fund Services on all database, analytical and quantitative systems currently in use and/or under development.

• Developing new and existing Micropal accounts for PC based software and database products.

• Advisor to industry legislators, particularly on Broker funds SP2 legislation.

1985–1987 Burton Group Financial Services (Incorporating Debenhams Estate Agency and Multi-quote Limited)

UK Sales Manager (Debenhams Estate agency and Multi-quote Limited)

• Managed 40 staff in 10 branches from Bristol to Cheltenham .

• Implemented training courses for all staff

• Set up and managed Multi-Quote Limited - a tri-partite company jointly owned by Burton Group, Commercial Union Insurance and Fame Computers.

1982–1985 Southern Insurance Services, Highcliffe, Dorset . Life Assurance and Investment Broker

• Set up Life and Investment department within established General Insurance Brokerage.

• Advised on Life, Pension and Investment products.