Workshop Speakers
Deputy Head of Smaller Companies
Abby Glennie is Deputy Head of Smaller Companies at Aberdeen Standard Investments. She is lead manager on our UK Mid-Cap strategies and co-manager on our UK Smaller Companies strategies.
Abby joined the Company in February 2013 as a member of the UK Equity Team, initially working on the UK Large Cap desk, before moving to Smaller Companies in Jan 2016. Abby was appointed Deputy Head of the team in early 2020, and as part of her role on the EMG she helps lead the Equities Charity Group. Prior to this she worked at Kames Capital (previously Aegon Asset Management) as a Graduate Trainee Investment Manager. Abby has a joint First Class Honours degree in Economics and Finance, from the University of Aberdeen. She is also a CFA charterholder.
Abby Glennie
Lawrence Burns
Obe Ejikeme
Zak Smerczak
Darren Toner
Portfolio Manager, Equities
Alex Wright has honed his distinctive contrarian value investment approach over a career spanning more than 19 years with Fidelity International.
Alex joined Fidelity in 2001 and followed the traditional Fidelity approach to becoming a Portfolio Manager. He began his career as a pan-European equity analyst, rotating across a number of different sectors. In 2007, he chose to focus on UK equities, initially as a UK small cap analyst. As an analyst, he worked closely with both Anthony Bolton and Sanjeev Shah, the two previous managers of the Fidelity Special Situations Fund and Fidelity Special Values PLC.
Alex began running client assets in 2008 with the launch of the Fidelity UK Smaller Companies Fund. In 2010, he broadened his remit to the full market cap spectrum, began working more closely with Sanjeev Shah on the Fidelity Special Situations Fund and launched an internal all cap portfolio. In September 2012, Alex took over the Fidelity Special Values PLC investment trust from Sanjeev Shah and in January 2014 he took over the Fidelity Special Situations Fund.
Alex has a BSc in Economics from Warwick University, where he graduated with First Class Honours, and he is also a CFA Charterholder
Alex Wright
Senior Product Specialist
Prior to working in London, Gregg was a member of the First Trust Institutional Team. Gregg is a graduate of the Booth School of Business where he received an MBA from the University of Chicago with concentrations in Finance, Economics, and International Business. While there he studied the Efficient Market Hypothesis, its known anomalies and Behavioural Finance. Thus, he is especially equipped to discuss, present and educate the market regarding a plethora of related topics, including the currently popular and confusing term “Smart Beta.” In fact, Gregg taught a course at his alma mater, Wheaton College, entitled The History and Relevance of the Stock Market. He has been immersed in the ETF industry for over 10 years and sees tremendous growth potential for the ETF market here in the UK and European markets. Gregg is passionate about Innovation and Exponential Technologies and the benefits of Thematic Investing.
Gregg Guerin
Fund Manager
Michael is responsible for the management of a number of government and corporate investment grade portfolios.
Michael began his investment career in 1995, joining the co-heads of the Henley Investment Centre's Fixed Interest team, Paul Read and Paul Causer, upon the team’s foundation. He initially specialised in the team’s money and foreign exchange market activities before predominantly focusing on government and investment grade credit markets.
Michael has passed the associate examinations of the Association for Investment Management and Research (AIMR).
Michael Matthews
Portfolio Manager
Amit Mehta, managing director, is a portfolio manager within the Emerging Markets and Asia Pacific (EMAP) Equities team based in London. An employee since 2011, Amit previously worked at Prusik Investment Management (2009-2011) and Atlantis Investment Management (2007-2009) where he was an Asian equities analyst and portfolio manager. Prior to this, he was a global emerging markets analyst at Aviva Investors (2004-2007) and an investment consultant at Mercer Investment Consulting (2000-2004). Amit obtained a B.Sc (Honours) in Mathematics from Kings College London. He is a CFA Charterholder.
Head of ESG Product at Lyxor.
Antonio works in collaboration with Product, Marketing, Research and Sales teams to enhance and promote Lyxor’s ESG suite of ETFs.
Antonio joins Lyxor after 2 years at Ossiam (part of Natixis Investment Managers) as Sales Director and Head of ESG Business Development. Previously, he was Managing Director EMEA at Sustainalytics (now part of Morningstar), in charge of business development and strategic partnerships for 7 years.
Prior to moving to Sustainalytics, Antonio worked as Head of Business Development at Vigeo Eiris (now part of Moody’s).
He graduated in Engineering at the Polytechnic University of Turin and holds an MBA from HEC in Paris.
Antonio Celeste
Vice President, Multi Asset Product Strategist
Mr. Mullins is a vice president and product strategist in the London office, responsible for global asset allocation and real return strategies. Prior to joining PIMCO in 2021, he was a strategist and portfolio manager within the multi-asset solutions team at Santander Asset Management. Prior to that, John worked at BlackRock as a senior multi-asset investment strategist. He also worked at Deutsche Bank and Merrill Lynch. He has 10 years of investment experience and holds a B.A. in economics and history from the University College of Dublin and a master's degree in international relations from the London School of Economics. He is a CAIA charterholder.
John Mullins
Co-Lead PM, Global Equities.
Zak Smerczak joined Comgest in 2016 and is an Analyst and Portfolio Manager specialising in Global equities. Zak started his career in 2006 at Deloitte in London, initially in Assurance & Advisory Services before moving to Transaction Services where he was responsible for operational and financial due diligence. In 2011, Zak joined Mirabaud Asset Management where he worked as an Analyst covering global equities. In 2015, he moved to Polar Capital Holdings where he held the position of Analyst / Portfolio Manager for the firm’s global multi-asset income strategy. Zak holds a Bachelor of Business Science Degree with Honours in Finance from the University of Cape Town. He is a CFA® charterholder and has been a member of the Institute of Chartered Accountants of Scotland since 2009.
Co-Portfolio Manager
Darren is responsible for managing High Yield, Investment Grade and Financial strategies at CQS. He additionally works as Assistant Portfolio Manager for the CQS Credit Multi Asset Fund, alongside Craig Scordellis. Darren is a Partner of CQS (UK) LLP.
Prior to joining CQS in 2010, Darren worked at GE Capital in London within the leveraged finance business, where he joined the graduate scheme in 2005.
Darren holds a BSc (First Class Hons) in Economics and Finance from University College Dublin.
Obe Ejikeme is a Fund Manager within the Cross Asset team. Obe joined Carmignac in 2014 as Quantitative Equity Analyst . He started his career in 2003 at FactSet Research Systems as a Senior Consultant. Then, he worked for seven years at Bank of America Merrill Lynch where he was Head of European Equity and Quantitative Strategy. Obe holds a Bachelor in Computer Science from the University of Hull.
Investment Manager, Partner
Lawrence is an Investment Manager of Baillie Gifford strategies that share a focus on transformative growth companies. He has been a member of the International Growth Portfolio Construction Group since October 2012 and took over as Deputy Chair in July 2019. Lawrence is also the Deputy Manager of the Scottish Mortgage Investment Trust, a co-manager of International Concentrated Growth and Global Outliers. He joined Baillie Gifford in 2009, spent time working in both the Emerging Markets and UK Equity Departments, and became a partner in 2020. Lawrence graduated BA in Geography from the University of Cambridge in 2009.
Principal, UK Wholesale
James joined CQS in 2020 to focus on business development within the UK wealth channel. Prior to this James spent 3.5 years at both Muzinich and BlueBay in similar roles. James started his career at Goldman Sachs, where he spent 7 years, working in the fixed income investment team within GSAM. James holds a BA in Economics from Westminster Business School and an MsC in finance from Columbia Business School
James Peoples
Amit Mehta
Workshops
Click on each sponsor logo for more details
Speaker:
Abby Glennie is Deputy Head of Smaller Companies at Aberdeen Standard Investments. She is co- manager on our UK Mid-Cap strategies and co-manager on our UK Smaller Companies strategies.
Abby joined the Company in February 2013 as a member of the UK Equity Team, initially working on the UK Large Cap desk, before moving to Smaller Companies in Jan 2016. Prior to this she worked at Kames Capital (previously Aegon Asset Management) as a Graduate Trainee Investment Manager.
Representatives:
Gary Anderson
Director of Business Development
David McMaster
Business Development Director
Job title
Email
Name
Deputy Head of Smaller Companies
Abby Glennie
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The manager will talk through their investment process of Quality, Growth, Momentum- a style run by the team successfully in the UK for over 25 years, and tried and tested through economic cycles. The portfolio can offer clients some attractive diversification benefits from large cap exposure, and with a lower risk profile and attractive risk return dynamics, we believe deserves a long term allocation. The managers focus on stock selection, and benefit from a wide attractive investment universe of growth businesses, many of which they know from their smaller company exposure. After many year of being unloved, UK equities is finally attractive investor interest again.
Workshop objective:
• Intro to the investment process for new investors
• Excellent access to management teams and knowledge of the investable universe drives strong opportunities
• Insight into the attractiveness of the UK mid cap market
Quality Growth Momentum in UK Mid-Caps
abrdn
Workshop details coming soon
Speaker:
Lawrence is an Investment Manager of Baillie Gifford strategies that share a focus on transformative growth companies. He has been a member of the International Growth Portfolio Construction Group since October 2012 and took over as Deputy Chair in July 2019. Lawrence is also the Deputy Manager of the Scottish Mortgage Investment Trust, a co-manager of International Concentrated Growth and Global Outliers. He joined Baillie Gifford in 2009, spent time working in both the Emerging Markets and UK Equity Departments, and became a partner in 2020. Lawrence graduated BA in Geography from the University of Cambridge in 2009.
Representatives:
Kevin Mitchell
Director, Intermediary Clients
Megan Rooney
Client Manager, Intermediaries
Job title
Email
Name
Investment Manager, Partner
Lawrence Burns
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Moore’s Law has provided a roadmap to investing for the last few decades. Join us to discuss the underlying trends that we hope will power human progress and shareholder value for the next decade and beyond. We will cover the continuing implications of the digital transformation of the economy, what happens when biology and information technology combine, and the opportunities of the energy transition.
Workshop objective:
• What are the potential future sources of exponential change?
• How might these changes drive exponential company returns over the next decade?
• What can we do to enable ourselves to identify and understand these opportunities as they emerge?
Exponential Change Drives Exponential Returns
baillie gifford
Workshop details coming soon
Speaker:
Obe Ejikeme is a Fund Manager within the Cross Asset team. Obe joined Carmignac in 2014 as Quantitative Equity Analyst . He started his career in 2003 at FactSet Research Systems as a Senior Consultant. Then, he worked for seven years at Bank of America Merrill Lynch where he was Head of European Equity and Quantitative Strategy. Obe holds a Bachelor in Computer Science from the University of Hull.
Representatives:
DAVID ROBSON
Head of UK Business Development
ED ARAM DIXON
Business Development Manager
Job title
Email
Name
Co-Manager of FP Carmignac Global Equity Compounders
Obe Ejikeme
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Obe Ejikeme, Co-Manager of FP Carmignac Global Equity Compounders, will stress the importance of acknowledging both long and medium-term time horizons when investing in global equities, especially during the current unique environment. High quality growth compounders have the fundamentals to successfully navigate through time. Obe will illustrate the portfolio’s unique characteristics and why it is essential to adjust the cyclicality of the portfolio to the economic cycle, keeping quality at the heart of our stock picking. This approach mitigates risk by adjusting the portfolio to the investment cycle.
Workshop objective:
• Obe will comment on the current macro environment. You will learn how the strategy is adjusted to the cycle, see the evolution of the cyclicality of the portfolio since its launch, and how it is positioned to deliver in the months ahead.
Global Equity Investing, Quality and Growth Through the Economic Cycle
carmignac
Workshop details coming soon
Speaker:
Zak Smerczak joined Comgest in 2016 and is an Analyst and Portfolio Manager specialising in Global equities. Zak started his career in 2006 at Deloitte in London, initially in Assurance & Advisory Services before moving to Transaction Services where he was responsible for operational and financial due diligence. In 2011, Zak joined Mirabaud Asset Management where he worked as an Analyst covering global equities. In 2015, he moved to Polar Capital Holdings where he held the position of Analyst / Portfolio Manager for the firm’s global multi-asset income strategy. Zak holds a Bachelor of Business Science Degree with Honours in Finance from the University of Cape Town. He is a CFA® charterholder and has been a member of the Institute of Chartered Accountants of Scotland since 2009.
Representatives:
Hannah Rosley
UK Investor Relations
Jane Russell
Head of UK & Global Consultant Relations
Job title
Email
Name
Co-Lead PM, Global Equities
Zak Smerczak
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Join co-lead Portfolio Manager Zak Smerczak as he discusses the evolving nature of global investing and how our approach allows us to look through short term volatility and identity sustainable long term growth opportunities. Zak will reflect on how 30 years of collating human insight and engagement has enabled the team to identify less obvious non-financial risks, which have helped in delivering superior risk adjusted returns.
During the session, Zak will share his know-how in identifying common patterns of quality as companies establish pricing power, deep moats, network effects and ‘sticky’ clients. He will also discuss the everchanging composition of the index, and how Comgest has dared to be different.
Workshop objective:
• To provide an in depth overview of Comgest’s global strategy, focusing on stock selection, geographical allocation and fund performance over the strategies 30 year period.
Comgest; The evolving nature of Global Investing: what we’ve learnt over the last 30 years.
Comgest
Workshop details coming soon
Speaker:
Craig is Head of Multi Asset Credit, responsible for CQS’ multi asset credit business. Craig is a Senior Partner and he also chairs the Asset Advisory Committee for Multi Asset Credit. Craig previously headed global loans and was responsible for managing the firm’s loan mandates, including those in a variety of multi-asset credit funds and collateralised loan obligations (CLOs).
Prior to joining CQS in 2008, Craig was a Senior Investment Analyst and Assistant Portfolio Manager at New Amsterdam Capital Management, a credit hedge fund. Before this, he was an Associate at the Royal Bank of Scotland where he structured leverage finance and high yield bond transactions. Prior to RBS, Craig was on the Deutsche Bank Investment Banking graduate program.
Craig holds a BSc (First Class Hons) in Business Administration from the University of Bath.
Representatives:
Jon Amess
Principal, UK & Switzerland Relations
Candida Lahaise
Principal UK and Switzerland
Job title
Email
Name
Head of Multi Asset Credit
Craig Scordellis
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Following global government responses to Covid-19, credit markets continue to face headwinds.
Investors searching for income face a stark choice between low yielding equities and investment grade bonds, which carry little forward-looking income and high interest rate sensitivity.
We believe liquid multi-asset credit offers a third way, whilst investing responsibly. Join Craig Scordellis and Jon Amess from CQS for a thoughtful and clear analysis of how liquid sub-investment grade credit can deliver high income and capture relative value opportunities, with sustainable outcomes for investors, while mitigating loss risk from defaults through fundamental analysis.
Workshop objective:
• Introduce delegates to responsible liquid multi-asset credit strategies which offer high income and capture relative value opportunities for investors, while mitigating loss risk from defaults through fundamental analysis.
Liquid Multi-Asset Credit: Capturing Income and Capital Gain Opportunities as we invest in a Post Pandemic World
CQS
Workshop details coming soon
Speaker:
Alex Wright has honed his distinctive contrarian value investment approach over a career spanning more than 19 years with Fidelity International.
Alex joined Fidelity in 2001 and followed the traditional Fidelity approach to becoming a Portfolio Manager. He began his career as a pan-European equity analyst, rotating across a number of different sectors. In 2007, he chose to focus on UK equities, initially as a UK small cap analyst. As an analyst, he worked closely with both Anthony Bolton and Sanjeev Shah, the two previous managers of the Fidelity Special Situations Fund and Fidelity Special Values PLC.
Alex began running client assets in 2008 with the launch of the Fidelity UK Smaller Companies Fund. In 2010, he broadened his remit to the full market cap spectrum, began working more closely with Sanjeev Shah on the Fidelity Special Situations Fund and launched an internal all cap portfolio. In September 2012, Alex took over the Fidelity Special Values PLC investment trust from Sanjeev Shah and in January 2014 he took over the Fidelity Special Situations Fund.
Alex has a BSc in Economics from Warwick University, where he graduated with First Class Honours, and he is also a CFA Charterholder
Representatives:
Dave Ross CFA
Key Account Senior Manager - Retail Sales, Fidelity International
07823 520 990
david.ross@fil.com
Andrew McNulty
Discretionary Sales Director - Wholesale Sales, Fidelity International
07393 465519
andrew.mcnulty@fil.com
Job title
Email
Name
Portfolio Manager, Equities
Alex Wright
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Even after the improved performance from domestic equities over the first half of 2021, the UK remains cheap versus other major equity markets and continues to offer an attractive opportunity set for investors. In this session, Alex Wright, portfolio manager of the Fidelity Special Situations Fund & Fidelity Special Values PLC, will outline why he is particularly excited about the prospects for UK value stocks and sectors given the prospect of a multi-year economic recovery in the wake of Covid-19.
Within this, Alex will outline how he leverages Fidelity’s extensive research resources to identify unloved areas which offer the greatest potential for positive change and future upside. In particular, he will discuss some of the compelling opportunities he is finding among domestic-facing areas, many of which have been unfairly overlooked for several years due to first Brexit-related uncertainty and, more recently, the pandemic.
Workshop objective:
• Understand the fundamental outlook for UK equities and the unloved areas which offer the greatest potential for positive change and strong returns going forward.
The value in UK equities
Fidelity International
Workshop details coming soon
Speaker:
Prior to working in London, Gregg was a member of the First Trust Institutional Team. Gregg is a graduate of the Booth School of Business where he received an MBA from the University of Chicago with concentrations in Finance, Economics, and International Business. While there he studied the Efficient Market Hypothesis, its known anomalies and Behavioural Finance. Thus, he is especially equipped to discuss, present and educate the market regarding a plethora of related topics, including the currently popular and confusing term “Smart Beta.” In fact, Gregg taught a course at his alma mater, Wheaton College, entitled The History and Relevance of the Stock Market. He has been immersed in the ETF industry for over 10 years and sees tremendous growth potential for the ETF market here in the UK and European markets. Gregg is passionate about Innovation and Exponential Technologies and the benefits of Thematic Investing.
Representatives:
Amit Gohil
Senior Sales Associate
Stephen Kenny
Senior Sales Associate
Job title
Email
Name
Senior Product Specialist
Gregg Guerin
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Innovation can take on many forms. Finding those disruptive and innovative companies can be both time consuming and fraught with pitfalls and unfulfilled promises.
We have identified two broad categories that we believe capture a swathe of disruptive and innovative businesses - they are the Internet and New Listings.
We will look to introduce investors to the potential FANGs of the future and disprove some of the myths surrounding the European IPO market.
Workshop objective:
• Discover the counterintuitive nature and performance of European listed IPOs and Spin-Offs
• Uncover the power of the digital business model
• Learn how to gain exposure to some traditionally under-held companies and potential additional alpha sources
Finding Innovation Outside the USA
First Trust
Workshop details coming soon
Speaker:
Michael is responsible for the management of a number of government and corporate investment grade portfolios.
He began his investment career in 1995, joining the Henley Investment Centre's Fixed Interest team upon the team’s foundation and will be assuming the role of Co-Head at the end of the year. He initially specialised in the team’s money and foreign exchange market activities before predominantly focusing on government and investment grade credit markets.
Michael has passed the associate examinations of the Association for Investment Management and Research (AIMR).
Representatives:
Jack Adamson
Associate Director
Colin Ryding
Regional Sales Manager
Job title
Email
Name
Fund Manager
Michael Matthews
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With markets being driven by a stop-start post COVID global recovery and concerns that inflation might prove to be more than transitory, Michael Matthews discusses how these duelling factors are driving fixed interest markets.
Bloated central bank balance sheets and prospects for their tapering coupled with narrow spreads and low yields has led to heightened rate sensitivity, particularly in investment grade bond markets. Michael will cover how his portfolios are positioned for this backdrop and highlight areas of opportunity that still exist in less duration sensitive areas of the market.
Michael will also cover developments in the Henley-based Fixed Interest team ahead of assuming the team Co-Head role at the end of the year.
Workshop objective:
• Understand the specific drivers for the fixed income markets from here and where we are finding particular value.
Managing credit and rate risk in corporate bonds
invesco
Workshop details coming soon
Speaker:
Amit Mehta, managing director, is a portfolio manager within the Emerging Markets and Asia Pacific (EMAP) Equities team based in London. An employee since 2011, Amit previously worked at Prusik Investment Management (2009-2011) and Atlantis Investment Management (2007-2009) where he was an Asian equities analyst and portfolio manager. Prior to this, he was a global emerging markets analyst at Aviva Investors (2004-2007) and an investment consultant at Mercer Investment Consulting (2000-2004). Amit obtained a B.Sc (Honours) in Mathematics from Kings College London. He is a CFA Charterholder.
Representative:
Michael Dinwoodie
Regional Client Advisor
+44 7970 822 453
michael.dinwoodie@jpmorgan.com
Job title
Email
Name
Portfolio Manager
Amit Mehta
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Join Amit Mehta, Portfolio Manager of the JPM Emerging Markets Sustainable Equity Fund, to discuss the importance of ESG in emerging markets, and how we seek out best-in-class sustainability across this broad, diverse asset class.
Workshop objective:
• Cover the outlook and current environment for Emerging Markets
• Understand how to appraise ESG credentials of EM companies
• Why we believe active management in a sustainable framework is crucial
Investing sustainably in Emerging Markets
J.P. Morgan Asset Management
Workshop details coming soon
Speaker:
Howie leads the development and growth of the ETF business. Howie joined the investment manager from ETF Securities after the successful acquisition of the Canvas ETF business which completed in March 2018. During his time at ETF Securities for almost 10 years, Howie was most recently the CEO of Canvas after holding other positions including Head of Legal and Co-Head of Canvas. Prior to that, Howie trained and worked at Simmons & Simmons in London advising the hedge fund industry. Howie holds a LLB from the University of Leeds and is a qualified solicitor in England and Wales.
Representatives:
Chris Massey
Senior Investment Sales Manager, Wealth Management
Job title
Email
Name
Head of ETFs
Howie Li
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In the fight against climate change, we believe hydrogen technology is the key to lowering emissions in industries where electrification alone is not practical. Governments around the world are already beginning to embrace hydrogen as the answer in these sectors, establishing a hydrogen economy that Bank of America Research expects to be worth trillions of dollars by 2050.
But how can investors access this theme in their portfolios? Our experts will explain how an actively designed index approach can capture the growth potential of the hydrogen economy’s entire value chain.
Workshop objective:
• The components of the hydrogen supply chain, from production to supply, distribution and end uses
• The industries where hydrogen is becoming competitive, and the technologies that will make hydrogen even more competitive and greener in the future
• How an actively designed investment strategy can capture the growth potential of the full hydrogen economy
Legal & General Investment Management
Legal & General Investment Management
Workshop details coming soon
Speaker:
Antonio works in collaboration with Product, Marketing, Research and Sales teams to enhance and promote Lyxor’s ESG suite of ETFs.
Antonio joins Lyxor after 2 years at Ossiam (part of Natixis Investment Managers) as Sales Director and Head of ESG Business Development. Previously, he was Managing Director EMEA at Sustainalytics (now part of Morningstar), in charge of business development and strategic partnerships for 7 years.
Prior to moving to Sustainalytics, Antonio worked as Head of Business Development at Vigeo Eiris (now part of Moody’s).
He graduated in Engineering at the Polytechnic University of Turin and holds an MBA from HEC in Paris.
Representatives:
Ashkan Daghestani
Deputy Head of ETF Sales UK & Ireland
Freddie Pendarves
UK & Ireland ETF Sales
Job title
Email
Name
Head of ESG Product at Lyxor ETF
Antonio Celeste
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In this session we will assess how climate change will impact your portfolio’s performance in the coming years. We will demonstrate how certain companies have a greater sensitivity to changes in the physical environment than others. We will also analyse how shifting from a high to low carbon economy to combat climate change could have major consequences to unprepared companies and sectors. Finally we will offer a number of options to play the climate theme including a full package climate solution to protect you from physical and transitional risk associated with climate change but also expose you to some of the greener opportunities and a green thematic ETF likely to benefit from a lower carbon economy.
Workshop objective:
• Delegates will gain insights into how physical and transition climate risks can impact their portfolio, under a range of climate scenarios. They will leave with an understanding of Lyxor ETF’s full package climate solution.
How will climate change impact my portfolio’s performance?
Lyxor ETF
Workshop details coming soon
Speaker:
Sunil George joined the Fundamental Equities team in December 2015 and is the Portfolio Manager of the Nordea Global Disruption Fund since the launch in February 2019. Prior to joining Nordea, Sunil was at Fidelity where he covered European Tech, and on the sell side at Morgan Stanley also covering European Tech. Sunil earned an MBA from Wharton in 2009.
He holds an MSc in Electrical Engineering from Johns Hopkins University.
Representative:
Scott Hardie
Director – UK Sales, Nordea Asset Management
Job title
Email
Name
Portfolio Manager (Nordea Global Disruption Fund)
Mr. Sunil J. George
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The fund invests in fundamentally mispriced equities that are benefitting from disruptive mega trends that will influence all levels of society. The investment team believes in allocating capital to disruptive solutions that support sustainable global growth. The portfolio managers focus on selecting businesses which are beneficiaries and enablers of disruption and generate sustainable shareholder value. The investment strategy allocates capital to companies that drive innovation alongside sustainable development to generate positive impacts. We believe the market often underestimates the impact of disruption and is consequently unable to efficiently price it. Utilising a fundamental investment process and experienced team of international research specialists, the fund aims at taking advantage of these dislocations and generate long term capital appreciation.
Workshop objective:
The Fund invests into global equities with exposure to disruptive innovation. We aim to create a well-diversified cross sector thematic fund with exposure to structural growth.
Nordea AM presents the Nordea 1 –
Global Disruption Fund
Nordea Asset Management
Workshop details coming soon
Speaker:
Mr. Mullins is a vice president and product strategist in the London office, responsible for global asset allocation and real return strategies. Prior to joining PIMCO in 2021, he was a strategist and portfolio manager within the multi-asset solutions team at Santander Asset Management. Prior to that, John worked at BlackRock as a senior multi-asset investment strategist. He also worked at Deutsche Bank and Merrill Lynch. He has 10 years of investment experience and holds a B.A. in economics and history from the University College of Dublin and a master's degree in international relations from the London School of Economics. He is a CAIA charterholder.
Representatives:
Joe McCurdy
Vice President, UK Global Wealth Management
Job title
Email
Name
Vice President, Multi Asset Product Strategist
John Mullins
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Inflation has been a very hot topic through 2021 with varying opinions on how this should be implemented in client portfolios. Using views from their quarterly forum process Pimco will look update on their macro thinking and how this may impact portfolios in the short and longer term. In addition Pimco will discuss the toolkit available to investors when looking to hedge against inflationary risk, from inflation linked bonds to commodities and multi-asset approaches.
Workshop objective:
• To better understand the full spectrum of asset classes and strategies that investors can harness to diversify their portfolios, mitigate inflation risk, and achieve real capital growth.
Beating inflation- widening the toolkit and delivering real returns
pimco
Workshop details coming soon
Speaker:
Daniel Hurley is a portfolio specialist in the International Equity Division. He is also a member of the Emerging Markets Equity and Japan Equity investment teams.
Daniel’s investment experience began in 2007, and he has been with T. Rowe Price since 2010, beginning in the International Equity Division. Prior to this, Daniel was employed by Royal London Asset Management.
Daniel earned a B.A. in economics from the University of Liverpool. He also has earned the Chartered Financial Analyst® designation.
Job title
Email
Name
Portfolio Specialist
Dan Hurley
"History doesn't repeat itself, but it often rhymes". 22 years ago Value investing was declared obsolete, what followed was a decade of Value outperformance in Emerging Markets.
Ritu Vohora and Dan Hurley will assess consider the outlook for emerging market and assess whether extreme style divergence means another decade of Value outperformance could be round the corner. They will also explain how we hunt for "forgotten" stocks that we believe are under-owned and under-researched by mainstream investors.
Workshop objective:
• Understand the outlook for Emerging Markets
• Learn about the prospects for Value in Emerging Markets
• Find out how to capitalise on any resultant opportunities
Value in emerging markets: Will history rhyme?
T. Rowe Price
Workshop details coming soon
Ritu Vohora is an investment specialist representing the firm’s views on capital markets in the Multi-Asset Division.
Ritu’s investment experience began in 2005, and she has been with T. Rowe Price since 2020, beginning in the Multi-Asset Division. Prior to this, Ritu spent 15 years at M&G Investments, most recently as an investment director and the head of Equities Investment Communications.
Ritu earned a B.Sc. (honors) in accounting and finance from the University of Warwick (Warwick Business School) and an M.Sc. in management and the regulation of risk from the London School of Economics. Ritu also has earned the Chartered Financial Analyst® designation and the UK Society of Investment Professionals (UKSIP) Level 3 certificate in investment management. Ritu won the Highly Commended honor for Role Model of the Year at Investment Week’s Women in Investment Awards 2017. She also was a finalist for the Asian Women of Achievement Awards 2017 (Business category)
Representatives:
Stephen McCall
Relationship Manager – Scotland, Northern Ireland & North East
Capital Markets Specialist
Ritu Vohora
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Speaker:
Gordon Happell is a Director and Portfolio Manager in the Global Small Cap Equity team. Gordon previously worked at Henderson Global Investors, specialising in Global Technology, and Kames Capital where he was a Smaller Companies Investment Manager on the UK Equity team. Gordon has a first-class honours degree in Accounting from Strathclyde University and is a
CFA charterholder.
Representatives:
Adrian Sharpe
Director, Regional Sales, Intermediary, UK
Jen MacBeth
Vice President, Regional Sales, Intermediary, UK
Job title
Email
Name
Director, Portfolio Manager
Gordon Happell
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In the presentation Gordon looks at what ‘Responsible’ UK Equity means to BMO GAM. He shall discuss how BMO Gam acts with integrity, what we look for & how we manage UK Equities. Our flagship UK funds, the BMO Responsible UK Equity Fund & the Responsible UK Income Fund have an excellent long term track record having been established in 1984 & 1987 respectively & have lead the way in ‘Responsible’ investing ever since.
Workshop objective:
To provide an overview of BMO GAMS ‘Responsible’ UK Equity proposition.
The ‘Responsible’ way to manage UK Equities
BMO Global Asset Management
Workshop details coming soon
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Daniel Geey
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I am a Partner in the Sports Group at Sheridans. I work with a variety of clubs, players and agents helping and advising on takeovers, transfers, contract re-negotiations, endorsement deals, image rights agreements, reputation management, disciplinary, broadcasting and dispute issues. His book, Done Deal: An Insider's Guide to Football Contracts, Multi-Million Pound Transfers and Premier League Big Business Insightful, enlightening and thought-provoking, leading Premier League lawyer Daniel Geey lifts the lid on the inner workings of modern football.
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After a decade photographing superstars as an editorial photographer in fashion and music, Giles Duley turned his back on glamour to concentrate on helping people. After a spell as a carer he realized the power of stories and returned to photography. Working with respected charities such as MSF and UNHCR, he highlighted the lesser-known, individual stories behind the headlines of conflict and disaster. He know works to highlight the long-term impact of conflict and humanitarian crises.
Documenting the work and lives of charities and those they help around the world, Giles travelled to Afghanistan at the height of the conflict. Whilst on patrol with US Army’s 75th Cavalry Regiment, he stepped on an IED. He was severely injured, losing both legs and his left arm, spending two months in intensive care. Close to death twice (his family were told to say their goodbyes on both occasions) he pulled through.
Giles became the only civilian to be treated at the military hospital in Headley Court as the NHS had no experience in treating a triple amputee survivor of a bomb explosion. In the year that followed he underwent nearly thirty operations and a grueling rehabilitation regime. Despite being told his life would never be the same, that he would never walk again and he’d require constant assistance, he quickly determined to focus on what he could do rather than what he couldn’t. He stubbornly told his doctors “I’m still a photographer” and less than two years after the incident he was both walking and working again.
As well as returning to Afghanistan to complete his assignment, Giles has documented moving, inspiring human stories in Lebanon, Iraq, Cambodia, Laos, Colombia, Uganda, South Sudan, Angola and Jordan. Photographing conflicts and humanitarian crises for charities and NGOs, he has travelled the world meeting the victims of war and disaster. Sharing their stories with the world, he often returning years later to meet his subjects again and see how desperate circumstances are often tinged with genuine hope.
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Giles Duley
Managing to be dour and upbeat at the same time, Alun shares his views on technology, air fresheners, family and the etiquette of sharing a packet of crisps. A popular live performer he’s also the co-host of Absolute Radio’s hit The Frank Skinner Show.
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Alun Cochrane
Professor Gina Rippon is a pioneering researcher in the field of cognitive neuroimaging based at the Aston Brain Centre, Aston University in Birmingham. She is the author of The Gendered Brain: the new neuroscience that shatters the myth of the female brain (February 2019). Here, she deconstructs the stereotypes that swamp us from the moment we’re born, and shows how this social conditioning moulds our sense of self and even shapes our brains. Gina’s book shows how science has been misappropriated throughout history to perpetuate false assumptions. Using the latest findings in neuroscience, she urges us to move beyond the view that there is such a thing as the biologically determined “male” or “female” brain. In fact, our brains are highly individualised, complex, adaptable, and full of unbounded potential.
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Gina Rippon
Professor Gina Rippon is a pioneering researcher in the field of cognitive neuroimaging based at the Aston Brain Centre, Aston University in Birmingham. She is the author of The Gendered Brain: the new neuroscience that shatters the myth of the female brain (February 2019). Here, she deconstructs the stereotypes that swamp us from the moment we’re born, and shows how this social conditioning moulds our sense of self and even shapes our brains. Gina’s book shows how science has been misappropriated throughout history to perpetuate false assumptions. Using the latest findings in neuroscience, she urges us to move beyond the view that there is such a thing as the biologically determined “male” or “female” brain. In fact, our brains are highly individualised, complex, adaptable, and full of unbounded potential.
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Gina Rippon
