Trinidad and Tobago Securities and Exchange Commission’s launch of their inaugural Investor Education (IE) Community Outreach Roadshow series, held on November 20, 2024, at the Chaguanas Borough Corporation.

From Left to Right:-
Musa Abdullah _ Sagicor Investments Trinidad and Tobago Limited
Alesha Phelps-  MFATT President (Sagicor Investments Trinidad and Tobago Limited)
Ishan Gosine- NCB Merchant Bank (T&T) Ltd
Tiffany Pemberton- SDATT President (Development Finance Limited)
Imtiaz Hosein- Chairman-Trinidad and Tobago Securities and Exchange Commission
His Worship Faaiq Mohammed
Kester Guy-  CEO- Trinidad and Tobago Securities and Exchange Commission
Dominic Stoddard- Central Bank of Trinidad and Tobago
Jase Torry- Trinidad and Tobago Stock Exchange
Jamila Prescod Grant-Trinidad and Tobago Securities and Exchange Commission
Melissa Cudjoe- Trinidad and Tobago Securities and Exchange Commission
Ellen Lewis-  Trinidad and Tobago Securities and Exchange Commission

Newly appointed Executive team at MFATT

The Mutual Fund Association of Trinidad and Tobago (MFATT) held its seventeenth Annual Meeting on the 17th July, 2025. The following Member Representatives were appointed to the Executive team for the 2025/2026 term of office:

Narisa Hosein
Chairman/President of the Mutual Fund Association of Trinidad and Tobago
Designated Representative of Guardian Group Trust Limited

Narisa holds the post of Vice President- Investments at Guardian Asset Management and Investment Services Limited, responsible for developing, implementing and executing the investment strategy of Guardian Asset Management and Investment Services Limited, its suite of mutual funds and group and client portfolios. She has more than 22 years of general banking, investment, sales, project management, portfolio management, capital markets and trading experience.

Narisa is a holder of an MBA in Finance from the Edinburgh Business School in the UK and is a Chartered Financial Analyst (CFA) Charterholder.

Alesha Phelps
Vice Chairman/Vice President- Mutual Fund Association of Trinidad and Tobago
Designated Representative of Sagicor Investments Trinidad and Tobago Limited

Alesha has over 25 years’ experience in the financial services sector. Her background spans a wide array of experience in varying industries, including Audit, Accounting, Risk, Mortgages and Investments. She has held various senior positions within the Sagicor Group and is currently Head of Sagicor Investments Trinidad and Tobago Limited.

Alesha holds the designation of Association of Chartered Certified Accountants (ACCA) and is a Fellow Member of the Association since 2005. She was ranked 1st place in the Caribbean in the final Level of the 2000 ACCA exams. She is also the holder of a Master of Business Administration (MBA) from the Heriot-Watt University and a 2024 Level III candidate in the Chartered Financial Analyst (CFA) Program.

Alesha is currently the Secretary of the Securities Dealers Association of Trinidad and Tobago (SDATT).

Natalie Mansoor
Treasurer – Mutual Fund Association of Trinidad and Tobago
Designated Representative of ANSA Merchant Bank Limited

Natalie is the General Manager – Investment Services & Wealth Management at ANSA Wealth Management Limited. She has over 25 years’ experience in the wealth management industry with 15 years at the executive level. Natalie is a CFA Charterholder and Chartered Accountant and holds a Bachelor’s Degree in Mathematics from the University of Waterloo.

Natalie is a past President of the Mutual Fund Association of Trinidad and Tobago.

The member institutions listed hereunder were elected to the Board of Directors for the new term of office 2025/2026

• ANSA Merchant Bank Limited
• Bourse Securities Limited
• First Citizens Portfolio and Investment Management Services Limited 
• Guardian Group Trust Limited
• Home Mortgage Bank
• JMMB Investments (Trinidad and Tobago) Limited
• Maritime Capital Limited
• RBC Investment Management Limited
• Republic Bank Limited
• Sagicor Investments Trinidad and Tobago Limited
• Scotia Investments  (Trinidad and Tobago) Limited
• Trinidad and Tobago Unit Trust Corporation 

MFATT is the representative body of mutual fund practitioners, spearheading the development and growth of the mutual fund industry in Trinidad and Tobago. By fostering high standards of professionalism and exemplary practice among members, the Association seeks to set the benchmark for professionals operating in the mutual fund arena.

JMMB Investments (T&T) Ltd volunteered to deliver the financial literacy presentation at the El Socorro TIA School on June 17th, 2025. The presentation was done by Charles Piralli.

We were informed by the school that the session was a resounding success. The children were engaged, enthusiastic, and truly enjoyed the experience. Their teacher was in high praise of Charles noting how effectively he adapted to the children’s level of understanding. His ability to simplify the material and present it in a fun and relatable way made a lasting impact.

We are deeply grateful for his contribution and support to MFATT’s mission of fostering financial education.

Please click here to view the video

https://youtube.com/shorts/3ro1Ty_H0po?feature=share