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AGENDA
Managers q&a
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Investment Specialist
Charles Brooks
Sponsor Speakers
Managers
Q&A
How can you gain access to long-term structural and foundational shifts; and aim to benefit from areas that are positively disrupting the way we do things; and invest in companies that are disrupting the incumbents and shaping the future? We wanted to make it easier than ever to access these potential growth opportunities, by creating a single point of entry to LGIM’s established portfolio of thematic investments. Investors can access multiple themes via a diversified, risk-balanced portfolio of companies involved in multiple long-term themes identified through expert research. By combining actively researched thematic universes and actively designed thematic investment strategies (matched with a quantitative allocation model to balance risk exposures), the Legal & General Global Thematic Fund can aim to help investors looking for long-term growth, without having to pick and choose between themes.
Howie Li
Head of ETFs
The world is undergoing significant transitions related to demographic, technological, environmental, and governance factors. Mirova’s process focusses on identifying, buying, and holding high-quality, sustainable companies that are solution providers for these transitions.
Buying at a discount to intrinsic value allows us to meet our objectives: build portfolios that create positive social and environmental impact along with providing financial outperformance.
Jens Peers
CFA® – CEO and CIO of Mirova US
The transition to a low carbon world has barely started with an estimated $4trn investment per annum required on the energy system alone according to the IEA. There is a significant long-term structural growth opportunity available to investors, driven by consumer demand, regulation and the need to decarbonise the global economy on the road to Net Zero.
During our session, Jennifer Moynihan will discuss the transition and investment opportunity, and how the Ninety One Global Environment Fund seeks to capture the structural decarbonisation growth story by investing in companies that are driving the transition to a low-carbon world. Highly differentiated to existing global equity strategies, the Fund goes beyond scope 1, 2 and 3 carbon to quantifiable carbon avoided (carbon impact), investing through the value chain across the key areas of renewable energy, resource efficiency and electrification.
Jennifer Moynihan
Portfolio Specialist
Alistair Wittet
Analyst and Portfolio Manage
Co-lead Portfolio Managers Arnaud Cosserat and Alistair Wittet take us through some of the European team’s inner workings. In a team where all members are first and foremost “analysts” and every analyst’s voice carries weight at team discussions, they will present the team’s process in action with a case study. What is the role of the Portfolio Managers in this context, how are decisions made? Arnaud and Alistair will also discuss the current positioning of the European portfolio and its performance in 2021 throughout a marked style rotation, rising interest rates, and a covid-reopening environment that has resulted in the strong getting stronger, a phenomena that has benefited many of our quality growth investee companies.
Arnaud Cosserat
Chief Executive Officer
Mark Denham, 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. Mark 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.
Mark Denham
Fund Manager and Head of European Equities
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.
Abby Glennie
Deputy Head of Smaller Companies
Quality stocks and companies exhibiting low volatility have a history of outperformance during market downturns. The Capital Strength Strategy combines these factors, providing investors with a time-tested approach to selecting stocks regardless of the emotional whipsaws of the market.
Rules enable action in the face of Fear, Exuberance and Uncertainty. We are excited to present our rules-based philosophy for selecting high quality companies across any market.
Gregg Guerin
Senior Product Specialist
M&A and IPOs have added some sparkle to UK markets this year. Alexandra Jackson will discuss these and other drivers of rocketing returns on your home turf. She will share views on spotting shooting stars while avoiding smoke bombs. With mid and small caps having performed so well already, which sectors are still set to burn brightly, and where has the fuse burnt out? We will discuss areas vulnerable to supply chain issues or wage hikes, and where we can find cover.
Alexandra Jackson
Fund manager
The extraordinary pandemic-induced social, professional, and technological disruption— and the ongoing digital transformation of consumers and enterprises continues to revolutionise the way we live, work, and operate as a society. Secular trends that were already in motion went into overdrive, widening the gap between struggling “old economy” companies and innovative business models. E-commerce, digital payments, streaming, and cloud computing technologies proved their value through this period and have been broadly adopted by both businesses and consumers. While companies in these areas saw their stock prices skyrocket amid the turmoil, the true transformative potential of many companies in these areas remains largely underestimated and provides substantial runway for future growth and wealth creation. Portfolio specialist Raj Shant examines secular shifts underway, details the importance of ESG considerations when evaluating high growth companies, and explains how the team is positioning the fund to take advantage of long term growth trends.
Raj Shant
Managing Director and Portfolio Specialist at Jennison Associates, a PGIM Business
WM Retreat 2021
2-3 November
The Grove
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Event Info
Agenda
Speakers
Fund Managers
Inflation. Higher interest rates. Where can one find diversifying opportunities to provide inflation protection? John Bailer of Newton Investment Management discusses how value and income offer a compelling combination in the U.S. equity market and how the global pandemic, beyond the human toll, has proven to be a “Great Accelerator” to many facets of society.
John Bailer
Deputy head of equity income, portfolio manager
This presentation will focus on the Biological Revolution, which underpins our excitement for the tremendous investment opportunities in healthcare, and which we believe will fundamentally transform our lives. We think that the advances in the understanding of the gene and the cell will drive another industrial revolution, and change our experiences across many industries, in much the same way as steam, electricity and the internet have.
Marina Record
Portfolio Manager
China makes up 19% of Global GDP, but only 5.5% of the MSCI All Country World Index. How long before asset allocation plays catch-up with economic dynamics?
China’s proportion of global equity indices isn’t the only distortion we will look at. 56% of the top 10 largest China funds by AUM are invested in companies with a market cap of over US$30 billion. This concentration of AUM means many investors are missing out on additional alpha opportunities on offer in China. Join us to learn more on how we think about investing in China and what makes the China Evolution Equity Fund successful.
Robert Secker
Portfolio Specialist, Equities, T. Rowe Price
Amidst economic growth, new opportunities have emerged for dividends to recover on a global scale. Confidence indicators are trending up, however despite improved projections, the recovery could be volatile. The popular SPDR Dividend Aristocrats ETF range has led ETF inflows in 2021 as investors commence to close their dividend underweights. Unconstrained sector weights have allowed Aristocrats strategies to include value and cyclical sector overweights that better benefit from the economic recovery. Critically, similar to fixed income vehicles, the strategies focus on stable income payments, incorporating better volatility management, given the current yield environment.
Recently the range has been expanded to include vehicles that deliver best in class ESG characteristics. In this discussion Ryan Reardon will walk us through the macro outlook for dividend growth, the unique construction features and yield drivers behind the Dividend Aristocrats methodology and particularly the success of expanding the range incorporating an ESG methodology.
Ryan Reardon
Senior Smart Beta Strategists, SPDR ETFs,
State Street Global Advisors
Tom will discuss the leadership transition and the strengths of the fixed income franchise built by the two Pauls, before concentrating on the key issues facing bond investors and how the team are thinking and positioning portfolios: -
As we emerge from COVID, will yields stay low as tapering commences?
How does inflation and the wider macro backdrop affect our thinking on duration and the curve? With credit spreads back at pre-COVID levels, should we be thinking more defensively?
Thomas Moore
Fund Manager
Ruairidh Hill CFA, Investment Specialist, will discuss the backdrop for investing in Global equities and the challenges investors may face in reaching their return objectives. He will outline how active equity capabilities in an ETF wrapper can be a powerful tool in your asset allocation and can generate meaningful outperformance with minimal tracking error and all at a very competitive cost. Finally, he will discuss the Global REI ESG ETF and its access to fundamental research, ESG integration and company engagement in a traditionally passive vehicle.
Ruairidh Hill
Investment Specialist
Climate solutions in the bond market have expanded with 2019 and 2020 being record years for Green Bond issuance. PIMCO encourage alignment of issuer’s business activities with the Sustainable Development Goals (SDGs), including via green / sustainable bond issuance and their track progress over time, as the firm believes a greater ESG impact can be generated by collaborating with and allocating capital toward issuers willing to improve their ESG-related business practices rather than simply excluding issuers with poor ESG metrics. PIMCO will introduce their GIS Climate Bond Fund, which is a multi-sector credit portfolio aiming to foster the transition to a net-zero economy - dedicated to driving a quantifiable positive impact via investments in labelled and unlabelled green bonds, as well as climate leaders who demonstrate innovative approaches to environmental sustainability.
Lorenzo Brunelli
Vice President, Fixed Income Strategist
Mr. Gulati is a senior vice president and credit product strategist in the Hong Kong office. He is focused on expanding PIMCO's credit business in Asia, with responsibility for global and Asia credit strategies. Previously, he was a member of PIMCO’s client management group in the New York office. Prior to joining PIMCO in 2014, he worked in the principal investment area and investment banking division at Goldman Sachs, focusing on corporate and infrastructure private equity investments and consumer and retail M&A advisory. He has 11 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania. He received an undergraduate degree from the University of California, Berkeley.
Naveen Gulati
Senior Vice President, Credit Strategist - PSG-Traditional Product
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Director - EMEA Distribution
Pearse Monaghan
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Prior to joining Artisan Partners in October 2016, Christopher Smith was a portfolio manager at Kingdon Capital Management where he managed capital directly for Mark Kingdon. Chris spent the majority of his career at Karsch Capital Management where he was a managing director and a senior analyst. Upon Karsch Capital closing in August 2013, he was selected by Michael Karsch to create and exclusively manage Centerline Investment Partners, which he then merged into Kingdon Capital. Chris has also worked at Soros Fund Management, UBS and Credit Suisse.
Managing Director of Artisan Partners, portfolio manager
of the Antero Peak Group at Artisan Partners
Christopher Smith
speaker
Artisan Partners was founded in 1994 and has always aimed to produce differentiated investment outcomes for sophisticated clients around the world by attracting highly talented investment professionals and supporting them with the tools, resources and environment they need to thrive.
We provide the resources of a full-scale, global firm paired with the independence of a boutique. Each of our autonomous investment teams has the freedom to execute its own process based on its original research and creative perspectives. While our teams differ across market capitalizations, geographical regions, investment styles and product offerings, they are all highly incentivized to deliver long-term value for our clients.
A range of Ireland-domiciled UCITS Funds managed by Artisan boutiques are available for investors in Europe.
company profile
This presentation will help attendees understand the team’s disciplined approach to investing—an approach that is founded on thematic idea generation and driven by fundamental research, thoughtful portfolio construction and proactive risk management.
Workshop objective
Brian Newman will discuss the team’s approach to thematic idea generation in its pursuit of attractive risk-adjusted returns. The Antero Peak Group’s approach is designed to identify inflections in multi-year trends where the team has differentiated views on industry fundamentals. Risk management is woven throughout the process—from deep, bottom-up analysis to portfolio construction in an effort to deliver consistent returns that exceed the benchmark.
As Brian’s presentation will demonstrate, the Antero Peak Group has generated robust near and longer-term results, while maintaining lower volatility than the broad market (as measured by the S&P 500). The team believes the quality of their returns is a direct reflection of the successful execution of their rigorous process.
workshop summary
The Pursuit of Alpha
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IE00BD5JHZ64
FUND ISIN NUMBER
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UK Head of ETF Distribution
Edward Malcolm
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Ruairidh Hill, vice president, is an investment specialist within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2013, Ruairidh joined as a graduate trainee. He obtained a MA (Hons) in Economics from the University of Edinburgh and is a CFA charterholder.
Investment Specialist
Ruairidh Hill
speaker
Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 47 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £352.4bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 81% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.
company profile
Provide an overview of the current backdrop for investing in Global equities.
Describe how we have combined the best of both active and passive investing in to a single product.
Explain where we believe there are opportunities for investors to make their ETF allocation work harder.
Workshop objective
Ruairidh Hill CFA, Investment Specialist, will discuss the backdrop for investing in Global equities and the challenges investors may face in reaching their return objectives. He will outline how active equity capabilities in an ETF wrapper can be a powerful tool in your asset allocation and can generate meaningful outperformance with minimal tracking error and all at a very competitive cost. Finally, he will discuss the Global REI ESG ETF and its access to fundamental research, ESG integration and company engagement in a traditionally passive vehicle.
workshop summary
Global equities - Time to level up
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Head of Wealth Management Sales
Steve Gray
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
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. Prior to that, Howie trained and worked at Simmons & Simmons in London advising the investment funds industry. Howie holds a LLB from the University of Leeds and is a qualified solicitor in England and Wales.
Head of ETFs
Howie Li
speaker
Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of £1.3 trillion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors, retail investors and direct investors. Throughout the past 50 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, multi-asset, real assets and cash. Our capabilities range from index-tracking, active and exchange-traded strategies to liquidity management and liability-driven risk management solutions.
* Source: LGIM internal data as at 31 December 2020. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong. The AUM includes the value of securities and derivatives positions.
company profile
Provide access to multiple long-term growth themes in a risk aware and diversified manner through a single fund that leverages LGIM’s established thematic investing approach.
Workshop objective
How can you gain access to long-term structural and foundational shifts; and aim to benefit from areas that are positively disrupting the way we do things; and invest in companies that are disrupting the incumbents and shaping the future?
We wanted to make it easier than ever to access these potential growth opportunities, by creating a single point of entry to LGIM’s established portfolio of thematic investments. Investors can access multiple themes via a diversified, risk-balanced portfolio of companies involved in multiple long-term themes identified through expert research. By combining actively researched thematic universes and actively designed thematic investment strategies (matched with a quantitative allocation model to balance risk exposures), the Legal & General Global Thematic Fund can aim to help investors looking for long-term growth, without having to pick and choose between themes.
workshop summary
Access multiple themes for future potential growth in a single fund
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UK Head of ETF Distribution
Edward Malcolm
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Jens Peers has been part of Mirova/Ostrum AM since 2013. Previously Head of Environmental Equities at Kleinwort Benson Investors, Jens Peers is a thematic investment expert with 22 years of experience. At Kleinwort, he developed and managed several thematic strategies (demographic and environmental), including water, agribusiness, and clean tech. Jens joined Mirova in 2013 as CIO Sustainable Equities, and has been portfolio manager on the Global Sustainable Equity strategy since its launch in 2013.
Jens has considerable international experience and has extensive knowledge of consultants’ and clients’ needs. He is a frequent speaker at international conferences on environmental, water, and agricultural themes.
Jens holds a master’s degree in Applied Economics from the University of Antwerp, Belgium. He is also a CFA® Charterholder and is a certified CEFA (Certified European Financial Analyst of the BVFA/ABAF - Belgian Association of Financial Analysts).
CFA® – CEO and CIO of Mirova US
Jens Peers
speaker
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1 (USD 1,389.7 billion AUM2).
Natixis Investment Managers’ distribution and service groups include Natixis Distribution, L.P. (a limited purpose US broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers), Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
company profile
Jens Peers will outline Mirova’s investment process and philosophy and why their longevity in Sustainable investing matters from an impact and financial perspective
Workshop objective
The world is undergoing significant transitions related to demographic, technological, environmental, and governance factors. Mirova’s process focusses on identifying, buying, and holding high-quality, sustainable companies that are solution providers for these transitions.
Buying at a discount to intrinsic value allows us to meet our objectives: build portfolios that create positive social and environmental impact along with providing financial outperformance.
workshop summary
Seeking attractive returns through Sustainable investing
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UK Head of ETF Distribution
Edward Malcolm
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Raj Shant is a portfolio specialist who supports Jennison’s distribution and client efforts across Europe, the Middle East, and Africa. He joined Jennison in 2019. Prior to Jennison, Raj spent 17 years with Newton Investment Management, where he began as head of European equities and then became a global equity portfolio manager and portfolio specialist. Previously, he spent five years with Credit Suisse Asset Management, most recently as head of European equities. He began his career in investment banking before moving to become an investment analyst and portfolio manager. Raj earned a BA with honors in economics and management from Leeds University.
Managing Director and Portfolio Specialist at Jennison Associates, a PGIM Business
Raj Shant
speaker
At PGIM Investments, we help meet the financial needs of investors by offering investment strategies across the global markets.
We’re part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI)1— a top-10 investment manager globally2 and a company that individuals and businesses have trusted with their financial future for over 140 years.
1 PFI of the United States is not affiliated in any manner with Prudential Plc, a company incorporated in the United Kingdom.
2 PFI is the 10th-largest investment manager (out of 527) in terms of global AUM based on the Pensions & Investments Top Money Managers list published on 01/06/2020. This ranking represents assets managed by PFI as of 31/12/2019.
company profile
During this presentation, Raj Shant, Managing Director and portfolio specialist at Jennison Associates, will share his views on compelling secular trends that Jennison expects to get a supercharged boost in the post-coronavirus era, the current investment landscape and how the team are positioning the funds to take advantage of growing secular themes in Emerging Markets.
Workshop objective
Emerging markets (EM) are home to the world’s fastest-growing economies with large, burgeoning young middle-class tech-reliant populations. Major secular shifts in their consumption and attractive valuations create compelling opportunities for EM investors today.
During this presentation, Raj Shant, Managing Director and Portfolio Specialist at Jennison Associates, PGIM’s fundamental growth equity manager, will discuss the rapid pace of disruptive innovation, and why emerging markets are rapidly expanding epicentres of opportunity. He’ll also explain how the team is positioning the PGIM Jennison Emerging Markets Equity Fund to take advantage of growing secular trends and the importance of ESG considerations when evaluating high growth companies.
workshop summary
How are Disruptive Companies Reshaping the Emerging Markets Equity Landscape?
Alexandra is the manager of the Rathbone UK Opportunities Fund, specialising in UK mid-caps. She joined Rathbone Unit Trust Management in 2007 as an equity analyst, and then became assistant fund manager on the Rathbone Global Opportunities Fund. In 2014 she took over as co-manager on the Rathbone Recovery Fund and became sole manager in August 2017. Alexandra is a CFA (Chartered Financial Analyst) charter-holder and holds the Investment Management Certificate. She has a BA (Hons) in Economics from the University of Durham.
Fund manager
Alexandra Jackson
speaker
Rathbone Unit Trust Management (Rathbone Funds) is a leading UK fund manager. We are a management house, offering equity and bond unit trusts and a multi-asset portfolio (consisting of six
sub-funds) to meet your capital growth and income requirements.
We are an active management house, specialising in investment
management for the retail investor and segregated institutional accounts. All of our unit trusts qualify for inclusion in ISAs (Individual Savings Accounts)
company profile
Accessing the full potential of the UK market, growth investing, a technology sector we can be proud of, and the mid cap stock selection sweet spot
Workshop objective
M&A and IPOs have added some sparkle to UK markets this year. Alexandra Jackson will discuss these and other drivers of rocketing returns on your home turf. She will share views on spotting shooting stars while avoiding smoke bombs. With mid and small caps having performed so well already, which sectors are still set to burn brightly, and where has the fuse burnt out? We will discuss areas vulnerable to supply chain issues or wage hikes, and where we can find cover.
workshop summary
Fireworks in the FTSE
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Associate sales director, South of England
Arron Silk
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
REGISTERED FUND NAME
Rathbone UK Opportunities Fund
FUND ISIN NUMBER
ISIN (Inc): GB00B77H7W31
ISIN (Acc): GB00B7FQM503
REGISTERED FUND NAME
PGIM Jennison Emerging Markets Equity Fund
FUND ISIN NUMBER
IE00BDF5KX37
REGISTERED FUND NAME
Mirova Global Sustainable Equity Fund
FUND ISIN NUMBER
N/A
REGISTERED FUND NAME
Legal & General Global Thematic Fund
FUND ISIN NUMBER
GB00BMZ5LH76
REGISTERED FUND NAME
JP Morgan Global Research Enhanced Index Equity ESG ETF
FUND ISIN NUMBER
IE00BF4G6Y48
REGISTERED FUND NAME
The Baillie Gifford Health Innovation Fund
FUND ISIN NUMBER
N/A
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The Baillie Gifford Health Innovation Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
N/A
FUND ISIN NUMBER
The Biological Revolution
Allianz Food Security (SFDR Article 9)
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Head of Intermediary Sales
Grant Walker
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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The Baillie Gifford Health Innovation Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
N/A
FUND ISIN NUMBER
Global equities - Time to level up
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JP Morgan Global Research Enhanced Index Equity ESG ETF
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
IE00BF4G6Y48
FUND ISIN NUMBER
N/A
FUND ISIN NUMBER
Seeking attractive returns through Sustainable investing
Disruption’s Next Chapter: Will Innovation Extend the Growth Cycle?
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PGIM Jennison Emerging Markets Equity Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
IE00BDF5KX37
FUND ISIN NUMBER
Fireworks in the FTSE
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Rathbone UK Opportunities Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
ISIN (Inc): GB00B77H7W31
ISIN (Acc): GB00B7FQM503
FUND ISIN NUMBER
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UK Head of ETF Distribution
Edward Malcolm
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Which way to turn
in bond markets?
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Associate Director, Discretionary Sales Team covering Banks, Asset Managers, Family Offices and Wealth Managers
Andrew Downing
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Access multiple themes for future potential growth in a single fund
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Legal & General Global Thematic Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
GB00BMZ5LH76
FUND ISIN NUMBER
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Head of Wealth Management Sales
Steve Gray
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
As we emerge from the global pandemic, fixed income markets face a number of challenges - inflation, central bank tapering, virus vs. vaccine – and do so with valuations viewed as “unattractive”. By taking and active and flexible approach to fixed income investing, the Aegon Strategic Bond fund can cut through the uncertainty and exploit opportunities within fixed income markets through the use of multiple alpha sources, allowing it to both deliver returns and mitigate against some of the downside risks that investors fear.
- Understand the challenges facing fixed income markets currently
- Where are the opportunities in the fixed income market for a
strategic bond fund
- Why the use of multiple alpha sources can deliver returns and
mitigate risk
Colin Finlayson
Investment manager
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, tried and tested through economic cycles. The portfolio can offer clients some attractive diversification benefits from large cap exposure, with a lower risk profile and attractive risk return dynamics. This is why we believe it deserves a long term allocation. The managers focus on stock selection means they 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 beginning to look attractive to investors once again.
Amanda Yeaman
Investment Manager
UK Small Cap equities are incredibly well priced. After the double-whammy impact of Brexit and Covid on the UK economy, asset allocators have shied away from the market. As a result, the small cap asset class offers a great opportunity to gain exposure to global megatrends – recovery in global travel and leisure and global leading franchises – all at cheaper prices compared to their European or US peers. The market has recently seen private equity and corporates returning on the hunt for a bargain, a trend that will continue as long as the UK Small Cap market does not re-price upwards. Significant recovery in profitability is happening in many industries and should continue into 2022, as well as an acceleration of growth in infrastructure, artificial intelligence and carbon reducing industries. There are big opportunities in UK small cap…
James Thorne
Portfolio Manager
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Threadneedle UK Smaller Companies Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
GB00B8SWL553
FUND ISIN NUMBER
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Senior Discretionary Sales manager
Tristan Tully
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Global Equity Investing, Quality and Growth Through the Economic Cycle
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Comgest Growth Europe ex UK
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
IE00BQ1YBM13
FUND ISIN NUMBER
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Director, Head of Financial Institutions Group
James Tomlinson
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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FP Carmignac Global Equity Compounders
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
N/A
FUND ISIN NUMBER
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Business Development Director
Roland Bagnall
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Global equities -
Time to level up
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Aegon Strategic Bond Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
GB00B3ZLQW29
FUND ISIN NUMBER
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Business Development Manager
Hari Patel
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Big opportunity
in UK small cap
China’s evolution – looking beyond the well-trodden path
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PDR® S&P® U.S. Dividend Aristocrats ESG UCITS ETF (Dist)
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
IE00BYTH5R14
FUND ISIN NUMBER
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Head of Intermediary Sales
Grant Walker
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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ASI UK Mid-Cap Equity Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
GB00B0XWNR05
FUND ISIN NUMBER
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Director of Business Development
Nick Webb
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
Quality Growth Momentum in UK Mid-Caps
Allianz Food Security (SFDR Article 9)
Value, income, and inflation protection
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BNY Mellon US Equity Income
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
N/A
FUND ISIN NUMBER
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Managing Director
Brian Newman
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
We have only just begun to understand the ripple effect caused by climate change, and despite not fully grasping the enormity of the consequences, we now know ignoring it is not an option… and time is running out.
As the world mobilises, the next decade needs to usher ground-breaking change.
Energy transition is a key theme within the BMO Sustainable Opportunities Global Equity fund and in this session we will explore how this urgent need for change creates fantastic investment opportunities and translates into long-term tailwinds for the plethora of companies enabling the energy transition.
Harry Waight
CFA, Senior Associate, Portfolio Manager, Global Equities
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BMO Sustainable Opportunities European Equity Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
LU1438421858
FUND ISIN NUMBER
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Director, Regional Sales – South
Jason Anderson
Winds of change: enabling the energy transition
Capturing the structural decarbonisation growth opportunity - Investing beyond Scope 1, 2, 3
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Ninety One Global Environment Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
GB00BKT89K74
FUND ISIN NUMBER
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Director, Head of London Wealth
Rodger Kennedy
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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Sales Manager, London Wealth
William Jeffs
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Vice President and Account Manager
Odumade Odutola
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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Executive Vice President, Portfolio Management
Ketish Pothalingham
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Head of UK Wholesale
Fergus McCarthy
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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Mirova Global Sustainable Equity Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
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Head of UK Wholesale
Robert Hall
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Account Manager, UK
Alastair Warren
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
In Focus: Managing market uncertainty, inflation, and supply chain constraints using quality and low volatility factors
UK Small Cap equities are incredibly well priced. After the double-whammy impact of Brexit and Covid on the UK economy, asset allocators have shied away from the market. As a result, the small cap asset class offers a great opportunity to gain exposure to global megatrends – recovery in global travel and leisure and global leading franchises – all at cheaper prices compared to their European or US peers. The market has recently seen private equity and corporates returning on the hunt for a bargain, a trend that will continue as long as the UK Small Cap market does not re-price upwards. Significant recovery in profitability is happening in many industries and should continue into 2022, as well as an acceleration of growth in infrastructure, artificial intelligence and carbon reducing industries. There are big opportunities in UK small cap…
James Thorne
Portfolio Manager
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Head of Sales and Distribution,
Managing Director
Rupert Haddon
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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Threadneedle UK Smaller Companies Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
GB00B8SWL553
FUND ISIN NUMBER
Big opportunity
in UK small cap
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Senior Sales Associate
Amit Gohil
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Comgest Growth Europe ex UK
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UK Investor Relations
Hannah Rosley
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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Jane Russell
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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Head of State Street SPDR ETFs UK
Claire Perryman
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State Street SPDR ETFs
Vipul Faujdar
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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State Street SPDR ETFs
James Thomas
Stable Dividends meet Sustainable investing – ESG Dividend Aristocrats
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Head of State Street SPDR ETFs UK
Claire Perryman
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State Street SPDR ETFs
Vipul Faujdar
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State Street SPDR ETFs
James Thomas
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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Client Adviser
Henry Noel-Smith
Brian Newman will discuss the team’s approach to thematic idea generation in its pursuit of attractive risk-adjusted returns. The Antero Peak Group’s approach is designed to identify inflections in multi-year trends where the team has differentiated views on industry fundamentals. Risk management is woven throughout the process—from deep, bottom-up analysis to portfolio construction in an effort to deliver consistent returns that exceed the benchmark. As Brian’s presentation will demonstrate, the Antero Peak Group has generated robust near and longer-term results, while maintaining lower volatility than the broad market (as measured by the S&P 500). The team believes the quality of their returns is a direct reflection of the successful execution of their rigorous process.
Christopher Smith
Managing Director of Artisan Partners
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Artisan US Focus Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
IE00BD5JHZ64
FUND ISIN NUMBER
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Director - EMEA Distribution
Pearse Monaghan
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
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Artisan US Focus Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
Prior to joining Artisan Partners in October 2016, Christopher Smith was a portfolio manager at Kingdon Capital Management where he managed capital directly for Mark Kingdon. Chris spent the majority of his career at Karsch Capital Management where he was a managing director and a senior analyst. Upon Karsch Capital closing in August 2013, he was selected by Michael Karsch to create and exclusively manage Centerline Investment Partners, which he then merged into Kingdon Capital. Chris has also worked at Soros Fund Management, UBS and Credit Suisse.
Managing Director of Artisan Partners, portfolio manager
of the Antero Peak Group at Artisan Partners
Christopher Smith, CFA
speaker
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Head of Intermediary Sales
Grant Walker
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Marina joined Baillie Gifford in 2008 as an investment analyst. She worked in a number of global teams before joining Long Term Global Growth, where she focused on analysing companies with the potential for sustained rapid growth. It was here that Marina developed an interest in healthcare, intrigued by the accelerating pace of progress in the field. She joined the Health Innovation team in January 2018 as a Portfolio Manager, to fully focus her attention on exploring the potential consequences of such progress and how Baillie Gifford can help.
Marina graduated from the London School of Economics and the Higher School of Economics in Russia with BSc degrees in Banking and Finance and in Economics, having studied on these programmes simultaneously.
Portfolio Manager
Marina Record
speaker
Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 47 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £352.4bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 81% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.
company profile
1. To learn about thematic investing in health technology.
2. To increase understanding of how healthcare is changing.
3. To discuss applying a high growth investment style to healthcare.
Workshop objective
This presentation will focus on the Biological Revolution, which underpins our excitement for the tremendous investment opportunities in healthcare, and which we believe will fundamentally transform our lives. We think that the advances in the understanding of the gene and the cell will drive another industrial revolution, and change our experiences across many industries, in much the same way as steam, electricity and the internet have.
workshop summary
The Biological Revolution
1. To learn about thematic investing in health technology.
2. To increase understanding of how healthcare is changing.
3. To discuss applying a high growth investment style to healthcare.
Workshop objective
Allianz Food Security (SFDR Article 9)
Colin Finlayson is an investment manager in the Fixed Income team and specialises in global government bonds and relative-value analysis. He is the co-manager of our absolute return bond fund as well as our strategic bond funds. Colin is also a manager for a number of pooled pension funds. Colin joined the industry in 2000. He joined us in 2000 directly from the University of Strathclyde, where he studied Economics and Finance. Colin is a CFA charterholder.
Colin Finlayson
Investment manager
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The Baillie Gifford Health Innovation Fund
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
REGISTERED FUND NAME
N/A
FUND ISIN NUMBER
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Head of Intermediary Sales
Grant Walker
Frederic de Merode is an executive director at Asset Management One International, focusing on distribution efforts in EMEA. Previously he was a business development director covering Global Financial Institutions at Aviva Investors and MFS International, and a sales manager at Liontrust, an investment director and product specialist at Fidelity International and Morley and began his career training as an ethical analyst and fund manager at Henderson Investors.
Director, Business Development EMEA
Frederic de Merode
representatives
Fixed Income -
Don’t fear the taper
