UT (Tax & Chancery) UT-2022-0000150 - [2024] UKUT 00254 (TCC)

The Cultural Workshop took place on 29 May 2012 in New York. Mr Tinney and Mr Cox’s team were in attendance, along with others. Mr Kalaris attended “the end of the workshop”.

Included in the Bundle was a slide deck which Mr Kalaris accepted had been used at the Cultural Workshop. The first slide was the title, the second an agenda, and the third was in two columns, with the left hand side headed “senior level interviews – conducted by GenVen” and the right hand headed “mid-junior level review – conducted by Erin Hilgart LLC”.

The GenVen column had 18 headings. The first five of these were almost exact copies of the “BWA Core Cultural Issues” set out at section 4 of the GenVen Report. The remaining 18 headings were taken verbatim from the Appendix, with the exception of one (culture of fear) which was omitted because it duplicated one of the five Core Cultural Issues. In addition, the heading “Lack of Senior Management Understanding of Technology and Operations” was omitted. Mr Kalaris accepted he had seen this slide at the time of the Cultural Workshop.