Hans B. - Lead Financial & Governance Architect

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Pataias, Portugal

Experience

Apr 2022 - Present

3 years 8 months

CFRO

TogetherForTheBetterGood

To co-create effective blue carbon projects TFTBG offers several governance services arising from the Blue Carbon Governance Framework:
Set-up of a program/project governance and management
Stakeholder management
Implementation of operational model, policies, processes, and procedures through our CARES approach
Advisory on financial and investment structuring and management, and/or implementation of investment funds/SPVs
Expert in structuring and implementing financial products and instruments—including grants, loans, equity, and guarantees—to support climate adaptation and mitigation projects
Proven leadership in developing blue carbon frameworks that integrate risk control, sustainable finance, and SDG-driven outcomes
Extensive experience in setting up, restructuring, and managing institutional funds and investment products
Demonstrated ability to lead cross-functional teams in designing control frameworks, financial modeling, and compliance systems
Proficient in conducting detailed financial risk analysis, regulatory assessments, and implementing robust stakeholder management strategies
Operated in diverse geographic contexts (Europe, Caribbean, Asia-Pacific) managing large-scale projects and assets exceeding billions in value

May 2018 - Mar 2022

3 years 11 months

Expert Product- & Fund Manager

PGGM

Translated market developments into a PGGM broad proposition
Developed and maintained a clear product vision and product range resulting from PGGM strategy that fits customer needs
Full product life cycle responsibility
Managed and coordinated fund governance supervision for the Board of Directors regarding AIFMD-regulated institutional funds of PGGM

May 2015 - May 2018

3 years 1 month

Head Public Markets Operations

PGGM

Administered all funds and mandates in publicly listed securities: equities and bonds
Managed a portfolio of around €180 billion across more than 100 portfolios (funds and tailored customer portfolios)
Handled corporate actions and tax reclaims
Responsible for the settlement process for transactions in listed securities, repo, and foreign exchange in various markets
Account management and settlements
Relationship management with custodians and depositaries
Transformed the department from portfolio administration into a fund/mandate and financial accounting department (finalized in 2015)
Led a Lean-Six-Sigma efficiency pilot starting in 2016

Jul 2014 - Jul 2015

1 year 1 month

Network Manager for Depositary Services (AI)

PGGM

Monitored depositary services for the PGGM funds (FGR)
Managed relationships and legal and operational onboarding of depositaries

May 2011 - Apr 2015

4 years

COO Hedge Funds Operations

PGGM

Operationally managed PGGM’s Institutional Managed Account (Irish hedge funds) platform operating 22 hedge funds totaling around €4 billion
Reported directly to the COO of PGGM and to the Board of Directors of the Irish hedge funds
Monitored and controlled external service providers including investment managers, portfolio managers, auditors, fund administrators, custodians, depositaries, transfer agents, and prime brokers
Administered PGGM Fund of Hedge Funds and segregated hedge fund mandates of PFZW
Handled annual and regulatory reporting of the Irish hedge funds
Led AIFMD implementation for the Irish hedge funds (legal, internal, and administrative organization)
Managed RFP, due diligence, and transition of administrators, custodians, investment managers, depositaries, and transfer agents
Oversaw bilateral collateral management
Launched and liquidated Irish hedge funds
Managed tax reclaim process

Jan 2008 - Apr 2011

3 years 4 months

Manager PGGM Fondsenbeheer B.V.

PGGM

General management of the fund management company for all retail and institutional funds of PGGM, reporting directly to the COO
Managed PGGM Institutional Funds, Pooled Asset Funds, Alternative Funds, and Vintage Funds
Oversaw in- and outsourced processes: investment management, fund and financial accounting, regulatory and investment compliance, agreements and SLAs with service providers, preparation of fund documents, and monthly and annual reporting
Served as fund manager for PGGM Institutional Mix Fund (+€0.3 billion)
Structured, governed, and set up the PGGM institutional fund structure (+€100 billion) as a pilot for the overall PGGM institutional fund structure
Implemented asset pooling (administrative and fiscal)
Responsible for Net Asset Value processes and fund reporting within PGGM Vermogensbeheer B.V.
Set up control framework of the fund management company

Aug 2006 - Apr 2011

4 years 9 months

Manager Investments

PGGM

Fund manager for Careon Beleggingsfonds Umbrella fund of funds (18 sub-funds) and institutional PGGM funds: Global Equity, Listed Real Estate, Fixed Income Funds (+€0.4 billion)
Managed in- and outsourced processes of lifecycle investment product line of Careon Levensloop B.V.: investment management, fund and financial accounting, regulatory and compliance, service provider agreements and SLAs, monitoring services, and report preparation
Managed three FTEs: midoffice, legal, and SLA manager (Ordina and Kasbank)
Streamlined outsourced transfer agency processes
Monitored and set up an internal control cycle within Careon Levensloop B.V. for fund management and transfer agent processes
Set up and structured investment funds (retail and institutional)
Participated in a reorganization committee focused on new investment products (retail and institutional)

Feb 2002 - Jul 2006

4 years 6 months

Senior Business Controller

PGGM

Set up and maintained the internal control framework of the Business Unit Investments, including procedures manual, audits of processes, system and authorization monitoring, and investment compliance tasks
Developed valuation, compliance, and risk manuals for the Business Unit Investments
Conducted operational due diligence of external service providers including investment managers
Implemented the Enterprise Risk Management framework within the Business Unit Investments
Managed financial and portfolio accounting and regulatory reporting processes
Relationship manager for external auditors, corporate control, custodians, and clearers
Established selection criteria and operational standards for external investment managers including Alpinvest
Led business process re-engineering of the portfolio management system with general ledger integration
Set up and implemented the internal control framework for the Business Unit Investments
Developed procedures manual for the Wft application of Careon Levensloop B.V.
Implemented cash collateral management and new investment products: total return swaps, interest rate swaps, swaptions, options
Managed transition projects

May 1999 - Apr 2001

2 years

Manager Fund Services Department

State Street Bank Luxembourg SA

Managed a team of eight FTEs
Oversaw financial reporting (semi-annual and annual reports, monthly marketing and regulatory reports) for Luxembourg-based investment funds
Handled statutory accounting for management and holding companies
Led business process re-engineering of financial reporting operations, setting up controls, procedures, and management reporting tools, improving efficiency by over 40%
Established an investment compliance management reporting tool and governance structure

Jan 1999 - Apr 1999

4 months

Fund Accounting Efficiency Project

Lombard International Assurance SA

Sep 1996 - Dec 1999

3 years 4 months

Deputy Finance Manager

Threadneedle Investment Fund Management S.A.

Responsible for financial, regulatory, and management accounting of the firm and outsourced investment funds
Participated in a project team to address administrative deficiencies identified by CSSF oversight prior to liquidation and merger of the funds

Sep 1994 - Aug 1996

2 years

Senior Auditor

Coopers & Lybrand Luxembourg S.A.

Conducted audits of funds, management companies, and holdings

Sep 1992 - Sep 1994

2 years 1 month

Senior Auditor

Coopers & Lybrand Netherlands

Performed audits and assurance services

Summary

My passion throughout my whole career has always been the fund and asset management industry. I love and have extensive experience in setting-up, (re-)structuring and implementing investments structures (platforms, new funds) & investment products and its related governance, controls, processes and procedures. Next to that I have specialized myself in connecting, formalizing and controlling the external and internal service providers assigned and stakeholder management. Recently my wife and I wanted to do good and have an impact and launched our company TogetherForTheBetterGood.

My career has developed both nationally and internationally. I had positions with an international audit firm (Big 4), fiduciary-, fund- and asset management industry service providers, and international asset managers. I worked for 20 years at PGGM, the assigned fiduciary & asset manager of mainly PFZW. My last position was product - and fund management, whereby product development and implementation took place by a multidisciplinary project team (front, back office, IT and external service providers). Before this position I was heading a fund- and financial accounting team of 16 specialists for all the custody related funds & mandates, +€ 180 billion (> 100 portfolios). As head of Hedge Funds Operations, I was responsible for the operational management of the (Irish based) Hedge Funds platform, operating 22 hedge funds, around € 4 billion. All services of the platform were outsourced, after the successful launch it needed to be made AIMFD compliant, but then it was forced to be liquidated. As Head I was responsible for contracting, managing, and controlling all the external and internal service providers. It needs to be noted that I was the first fund (of fund) manager (of a retail and institutional funds) of PGGM and I was the co-architect of the institutional fund structure of PGGM.

Since March 2021 my wife and I launched our own company where SDGs and IDGs come together. TFTBG currently offers program management and financial structuring services related to the Blue Carbon Governance Framework, which controls the inherent risks attached to the Blue Carbon/Nature-projects and respective Credits/financial products in practice. TFTBG offers leadership & inner development journeys to leaders in order to enable them to implement the U-Theory and SDG’s with passion, inner & intrinsic motivation, heart, intuition and compassion.