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Bruce Whitfield
Bruce is a sought-after keynote speaker with nearly three decades of impeccable journalistic credentials. He is as comfortable on a stage as he is on camera or behind the microphone. He has shared platforms with Bill and Hillary Clinton, Nouriel Roubini, Charlize Theron, Lord Mervyn King, and hundreds of business and political luminaries and personalities.
Bruce is an award-winning journalist, well known for his 20 years as the fast-paced and insightful host of The Money Show, condensing the complex world of money, economics, and business amidst the noise and clutter of a confusing world, each weeknight. Bruce has also hosted numerous TV programs, is a Contributing Editor to the Financial Mail, and is a foreign correspondent to multiple international news providers. He has facilitated discussions as a media leader at the World Economic Forum in Davos and delivers content to audiences around the world.
His podcast series, Genius: How to Thrive at the Edge of Chaos, based on his bestselling book of the same name, examines what it takes to thrive in an increasingly complex, fast-paced, divisive global environment. These are lessons for anyone looking to succeed anywhere against the odds.
His bestselling first book, The Upside of Down, focuses on how chaos and uncertainty breed opportunity.
Workshops
Workshops
Innovation in a new world order
The last decade was an exceptional environment for growth investing. Waves of disruptive innovation swept through huge areas of the economy. Companies driving this change scaled at an unprecedented pace, dislodging incumbents and creating huge amounts of value for shareholders. However, the market environment which proved so supportive for these disruptive innovators has changed significantly. So what’s next? The opportunity to benefit from investing in innovative companies has always been much broader than the headline-grabbing disruptors. Sustaining innovations can deepen and extend competitive advantage, while business model innovations can enable companies to grab market share, for instance. The presentation will explore the diversity of different sorts of innovation and how growth investors can benefit from these opportunities even in a very different market environment to the last decade.
Workshop objectives:
- How are the opportunities for growth investors evolving
- Redefining innovation to capture the full range of opportunities
- Will the big winners of the last decade continue their outperformance?
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Speakers
Ben Drury
Investment Specialist Director
Ben joined Baillie Gifford in 2011 and is an investment specialist director with particular responsibility for Global Alpha clients. He previously qualified as a Chartered Accountant and worked for several years in San Francisco with a variety of clients in the Asset Management industry. Ben returned to Scotland to take up a role in Private Equity. Ben is a CFA Charterholder and graduated in Economics from the University of St Andrews in 2000
Representatives
Graeme Taylor
Client Relationship Manager
Graeme joined Baillie Gifford in 2021 and is a client relationship manager in our Clients Department where he is responsible for looking after our South African relationships. Prior to Baillie Gifford, he was a Wealth Manager at UBS in both London and Edinburgh where he managed Charity and Endowment clients and more recently Scottish Private Clients. Graeme graduated with a First Class Honours in Economics with Finance from the University of Edinburgh in 2015 and holds the CISI Private Client Investment Advice and Management certificate.
The mega trends driving listed real assets
In today’s dynamic investment landscape, listed real assets are gaining prominence, driven by four mega trends. These trends are shaping the future of real estate investments: ageing population, generation rent, urbanisation, and digitalisation.
Ageing population: The UK’s demographic has shifted towards older populations which is driving demand for healthcare facilities, residential care, and GP surgeries.
Generation rent: This is the fastest growing mega trend in the UK real estate market, with strong rental growth. This has been evident amongst purpose-built student accommodation.
Urbanisation: As cities continue to grow, investments in commercial properties like offices are on this rise, fuelled by the concentration of economic activity in urban cities.
Digitalisation: We’re in the midst of the Fourth Industrial Revolution, with the digitalisation of society shaping how we live, work, and play.
Workshop Objective: How do specialist, best-in-class REITs benefit from the four mega trends that are driving next generation real estate.
Company Profile: The Gravis approach to fund management is perfectly depicted by the company’s tortoise logo: slow, steady, and consistent. We specialise in Funds that do something a little different, providing investors with exposure to the more stable and predictable side of many of today’s exciting themes, resulting in reliable, long-term income from alternative sectors.
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Speakers
Matthew Norris
Director of Real Estate Securities
Matthew is responsible for the oversight of the VT Gravis UK Listed Property (PAIF) Fund and the VT Gravis Digital Infrastructure Income Fund.
Matthew has more than two decades investment management experience and has a specialist focus on real estate securities and digital infrastructure investments. He served as an Executive Director of Grosvenor Europe where he was responsible for global real estate securities strategies. He joined Grosvenor following roles managing equity funds at Fulcrum Asset Management and Buttonwood Capital Partners.
Matthew graduated with a degree in Economics and Politics from the University of York. He is a CFA charterholder and holds the Investment Management Certificate.
Representatives
Cameron Gardner
Director, Head of Distribution
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Cameron is a Director at Gravis and is Head of Distribution. She is a member of the Responsible Investment Committee.
She joined Gravis in April 2019 from Neptune Investment Management, where she was responsible for covering the Southwest, Midlands, and Wales. Prior to that, Cameron worked at Ardevora Asset Management where she supported the Head of Institutional clients.
Cameron graduated with a degree in Geography from the University of Cambridge and holds the Investment Management Certificate.
Value: Dead or Alive?
The value style has significantly outperformed the growth style for close to a century. Over the past 15 years, however, value has markedly underperformed growth strategies. This, as central banks unleashed wave upon wave of unconventional monetary policies to fight deflation. As a result, many value managers have seen their AUM dwindle and some even closed their businesses. Many believed that value’s obituary has been written. Now though, structurally higher inflation has forced central banks to raise rates and unwind their balance sheets. With cost of capital, once again, becoming critical in capital allocation decisions, value’s resurrection might be in the offing.
Integrity Asset Management employs a true value investment philosophy, despite relentless pressure over the years from the market to deviate. Our solutions are well-placed to benefit investors against this backdrop.
Workshop Objective:
- To place the value style and its performance progression against the growth style over the past century in the correct perspective.
- Introduce Integrity Asset Management as a true value manager and true boutique to attendees.
- Offer insight into Integrity Asset Management’s investment thinking and solutions.
Company Profile: Integrity Asset Management is an owner managed, boutique asset management company specialising in unique, tailor-made solutions for private and institutional clients. As such, we invest in long-term relationships with our clients through exceptional, personalised service and long-term value creation.
Our investment team follows a value investment philosophy and process to identify undervalued assets with above-average risk-adjusted return prospects. Cognisance is also taken of worldwide economic, sector and investment trends to tilt the portfolio towards attractive sectors and companies.
Integrity is a concept of consistency of actions, values, methods, measures, principles, expectations and outcomes. We believe that integrity should be integral to one’s actions both in the business world and life in general.
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Speakers
Nic Van Schlkwyk
Nic has more than 20 years financial services experience, specifically in asset management, corporate finance and assurance services. This experience was gained whilst working at BNP Paribas, Mergence Africa Investments, Oasis Asset Management, KPMG in Dublin and PwC. He co-founded Integrity Asset Management, Wauko and Restore Africa Funds. Nic serves as Director and Portfolio Manager at Integrity, Executive Director of Restore Africa Funds and Chairperson of Wauko.
Representatives
Martin Rodgers
Assistant Portfolio Manager
Martin Rodgers has served almost 6 years at Integrity and is currently the Assistant Portfolio Manager. He provides support to the Portfolio Manager and assists in the decision-making process of the portfolio management function. In addition, the role requires the analysis of investment securities, as well as the support and guidance of the investment team. Martin is a CFA charterholder and has a B Bus Sci (Finance) degree from UCT.
Alex Frey
Investment Specialist
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Alex is an Investment Specialist at Integrity Asset Management, responsible for equity analysis and building client relations. Prior to joining Integrity, Alex worked at Standard Bank where he gained valuable financial services experience as a Credit Portfolio Manager. In 2017 he graduated from the University of Cape Town with a Bachelor of Business Science (Honours) degree in Finance and is studying towards his CFA® designation.
Marginal gains not stamp collecting
The benefits of marginal gains have been used in sport for years. Our philosophy is to use marginal gains in the fixed income markets to drive similarly successful outcomes and consistent outperformance. We will describe how portfolio optimisation helps navigate changing market environments.
Workshop Objective: We aim to provide a useful insight into current macro trends within the Fixed Income markets and how our process helps us overcome these challenges.
Company Profile: Premier Miton is a genuinely active investment manager offering a range of funds and investment trusts, as well as a portfolio management service, covering equity, fixed income, multi asset and absolute return investment strategies.
Our clients’ investments with us are actively managed by our different specialist investment teams, who are empowered to employ their own proven and distinctive investment approaches; with the aim of generating good investment outcomes. In total we are responsible for $11.96bn of client assets under management (as of 30 Sep 2023), split across 14 differentiated investment teams managing 47 distinct investment products (as of 30 Sep 2023).
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Speakers
Simon Prior
Fund Manager, Premier Miton Corporate Bond Monthly Income Fund, Premier Miton Strategic Monthly Income Bond Fund
Simon Prior joined Premier Miton in August 2020 and is co-manager of the Premier Miton Strategic Monthly Income Bond Fund and Premier Corporate Bond Monthly Income Fund. Previously he was at Merian Global Investors (2013-2020), where he was co-manager of the Merian Corporate Bond Fund and Merian Monthly Income Bond Fund. He has also worked at Old Mutual plc, having held positions in both the finance and treasury functions. Simon holds a BSc in mathematics from the University of Hull, and is a CFA Charterholder.
Representatives
Jonathan Willcocks
Global Head of Distribution
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Jonathan was previously Global Head of Distribution for M&G Investments, prior to Premier Miton, where he spent 17 years building up M&G’s UK and International distribution business. Jonathan began his career in 1986 at Hambros Bank. During his career he has held positions at Prolific, Aberdeen, and MFS in a variety of Sales roles with responsibility for both UK and internationally before joining M&G Investments in February 2005.
Mark Mack
Regional Sales Director
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Mark is Premier Miton’s Regional Sales Director for the Midlands & South West regions in the UK, as well as South Africa. Mark joined Premier Miton in 2019, and has held similar roles at Aberdeen Standard Life, and before that at Old Mutual Global Investors.
Mark is responsible for the development of Premier Miton's fund & portfolio distribution with firms across his regions.
Value investing; old style, new tricks?
After its toughest decade in history, many questioned whether value investing was still alive. After a more prolonged period of performance, Ben Arnold discusses if we are returning to a heyday for cheap stocks. We also discuss how you can implement a style which started in the 1920s while employing a state-of-the-art bottom-up investment process harnessing 21st century data science over and above the value premium.
Workshop Objective: To understand the history of value investing performance, what has driven its recent resurgence and how a bottom-up investment process rooted in fundamental analysis can harness big data to deliver better investment outcomes
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Speakers
Ben Arnold
Investment Director
Ben Arnold is an Investment Director on the Schroder Global Value Team. He joined the team in 2017, and Schroders in 2016 on the graduate training scheme. Prior to joining Schroders, Ben worked as an analyst in Institutional Banking for the Royal Bank of Scotland from 2012 to 2015. He holds the CFA Charter designation and has earned an MSc in Corporate Strategy and Governance from the University of Nottingham.
Representatives
Philip Robotham
Head of Intermediary – South Africa
Philip relocated to Cape Town in 2020 with his family to take up responsibility for managing client relationships across the Western Cape and has subsequently taken over responsibility for the retail / intermediary business nationwide.
Philip joined Schroders in 2007 and has held multiple positions within distribution. These have involved managing the largest intermediary clients and distribution partners in the UK, as well as trade & professional bodies, life companies and ex-patriate clients across Europe.
Yamkela Mthembu
Junior Business Development Manager
Yamkela Mthembu is a Junior Business Development Manager in the Schroders South Africa team. She looks after the top advisor relationships in Cape Town and surrounding areas.
She joined Schroders in December 2019 and is based in Cape Town.
Yamkela has 7 years client servicing experience in the financial services industry, having worked in retail and institutional business teams.
She holds a Bachelor of Commerce in Economics from the University of Stellenbosch
Workshops
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Speakers
Speaker Name
Job title, Company name
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Representatives
Representative Name
CEO, Barclays
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Workshops
Workshops
Fund Group Workshop
Speakers
Representatives
Growth investing for a sustainable world
Sustainable in both senses of the word – enduring growth and enduring good. That’s a noble aim against a backdrop of broken ESG investing - where backwards-looking, box-ticking approaches pervade, and broken growth investing - where innovation is dead and value is back in vogue. But that aim is indeed achievable for those that take a wide angle lens on sustainability. Portfolio Manager Toby Ross will discuss how the Baillie Gifford Sustainable Growth Fund harnesses powerful positive feedback loops to drive meaningful outperformance over the long term.
Workshop Objective:
1. What is the single best predictor of long term share price outperformance?
2. How can we reframe our thinking to see sustainable investing as a world of opportunities, rather than a downside protection strategy?
3. Can a business be impactful not just through its products or services, but its business practices too?
Company Profile: 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 51 partners all of whom work in the business.
We currently manage or advise some £227.5bn on behalf of clients worldwide.
Speakers
Toby Ross
Investment Manager
Toby is an Investment Manager on the Sustainable Growth Team and will be a Partner in the firm from May 2023. He first joined Baillie Gifford in 2006, as an analyst on the UK equities team. He joined the Global Income Growth team as an Investment Manager in 2013, and in this role, he helped to develop the team’s approach to responsible investment. He became the Joint Manager of The Scottish American Investment Company PLC (SAINTS) in 2017. In 2022, Toby assumed the leadership of the Sustainable Growth Team. He graduated MA in English Literature from the University of Cambridge in 2006 and is a CFA Charterholder.
Representatives
Harry Driscoll
Client Service Manager
Harry is a client service manager and a member of the UK intermediary sales team. He joined Baillie Gifford in 2020. Prior to joining Baillie Gifford, Harry spent nine years as a fund research analyst. Harry is a CFA charter holder.
Simon Gaunt
Director, Intermediary Clients
Simon joined Baillie Gifford in 2015 and is a Director, Intermediary Clients, covering the London area. Simon has over 20 years’ experience, and prior to Baillie Gifford he worked at Panmure Gordon in investment trust sales. Prior to investment banking, Simon was also a Sovereign Risk Analyst at Dun & Bradstreet. Simon graduated in Economics and Geography from the University of Middlesex in 1989.
Time to consider an allocation to Sustainable Infrastructure?
Tommy Kristofferson, Fund Manager of the EdenTree Green Infrastructure Fund discusses the case for sustainable infrastructure and why now is a great time to invest in this $10 trillion global opportunity.
Tommy will also discuss how infrastructure is a genuine third asset class, providing diversification against inflationary headwinds and ongoing market uncertainty by investing in alternative sources of growth and income.
Given no two companies are the same, we believe the best way to access this market is to invest in a diversified and balanced portfolio of innovative companies providing solutions with positive environmental outcomes.
Workshop Objective: To provide an introduction to sustainable infrastructure and why investing in a diversified and balanced portfolio can help mitigate inflationary headwinds by investing in alternative sources of growth and income.
Company Profile: EdenTree is a responsible and sustainable investment manager with a strong heritage of delivering Performance with Principles. We serve the financial adviser community across the entirety of the UK, with dedicated regional sales directors providing exceptional levels of client support. We have been continuously recognised for the strength of our proposition, being awarded the title of ‘Best Ethical Investment Provider’ at the Moneyfacts Life & Pensions Awards for 14 consecutive years (2009-2022).
EdenTree are part of the Benefact Group – a charity owned, international family of specialist financial services companies that give all available profits to charity and good causes. We’re built on the idea that better business, can better lives.
Speakers
Tommy Kristoffersen
Fund Manager
