Trustees and committees

Our Trustees and committee members play a vital role in guiding the work of CABA. We are always interested in hearing from people who would be prepared to serve as Trustees and committee members when vacancies arise.

Michael Grant

Audit and Risk Committee member

Mike Grant began his working life as a secondary school teacher but then trained with KMPG in Cardiff. He spent his career as an accountant in a number of roles, firstly in local and central government and subsequently as a Finance Director in two Higher Education Institutions in Wales. From 2004 he worked in a number of broad management roles within Cardiff University, retiring as a College Assistant Registrar in 2017.

Nigel Holland

Nigel Holland

Investment Committee member

Nigel has enjoyed a 35 year career in Investment Management, specialising in US and International Equities. After qualifying with a Dorset firm of Chartered Accountants in 1980, he went on to train as an Investment analyst at Barclays. His 17 years in the Barclays group included 4 years living in North America from 1993 to 1997, where he became Director of US investments for Barclays de Zoete Wedd Investment Management. In 1997, he joined Legal and General Investment Management, as Head of North American equities, a post he held until July 2014. In addition to his responsibilities for stock selection across a wide range of client portfolios, he has contributed to the asset allocation process for the investment organisations he has worked for. He is married with two children, and enjoys sailing and squash.

Eric Kwan

Investment Committee member

Eric Kwan was a portfolio manager with Pictet Asset Management and held similar positions with Aviva Investors and DWS Group. He has a particular focus on equities spanning Global, Asian, Greater China, and UK Equities. He also advised investment policy committees on strategic and tactical asset allocation. At Russell Investments, Eric gained strong experience in manager research and advised clients on optimal multi-manager portfolios. Eric began his investment career with a Canadian insurer, now part of Sun Life Financial. Eric is a Chartered Member of The Chartered Institute for Securities & Investment (CISI) and a qualified Chartered Financial Analyst (CFA).

David Larsen

Investment Committee member

David qualified as a Chartered Accountant with Robson Rhodes, now part of Grant Thornton, specialising in receiverships and liquidations during the latter part of his time with the firm. 

After leaving the profession David first worked for the US insurance broking group Marsh & McLennan before spending 16 years as Finance Director of the independent, specialist insurance group, the BMS Group. During his time with BMS David was also appointed a non-executive director of Film Finances Inc, a Los Angeles based film completion bond company.
After leaving BMS David founded the consultancy firm Effective Pension Solutions, which assists companies to control and manage their defined benefit pension schemes, and he is Chairman of Minova Pension Trustee Ltd, which acts as a corporate trustee to pension schemes.

David is also Chairman of LK Productions, which helps to finance and produce independent films and theatre productions, the most recent being Resistance, a second world war story based on Owen Sheers book and staring Andrea Riseborough and Michael Sheen, a romantic comedy called Jardoo (Kings of Curry) and The Two Worlds of Charlie F, a theatre production where the cast were all mentally or physically disabled ex-military personnel.

Lei Tao

Investment Committee member

Lei joined CABA as a member of the Investment Committee in 2021.  Having trained with PwC in audit, structuring services, and business consulting, he is a Fellow Chartered Accountant (ICAEW and ISCA) as well as a CFA charterholder.   Lei has been working in the financial services industry and investment management since 2005.  After PwC he worked at Lloyds Bank and is currently with ICG.   Through his current career with ICG, Lei has obtained experience in private equity and private debt investments, focusing on post investment monitoring, valuation, and portfolio investment return evaluation and optimisation.  Besides work he is actively engaged in voluntary work. Notably he has been a member of the business mentoring programme with ThinkForward since 2014.

Lewis Allett

Lewis Allett

Support Services Committee member

Lewis manages a support service for the nursing community at the Royal College of Nursing, which is funded through its charitable arm, the RCN Foundation. He brings over a decade of experience in the welfare and charitable sector to CABA’s Support Services Committee. As a graduate in Journalism, Lewis becomes CABA’s first non-accountant to join its ranks.

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