Speakers
Trevor Williams
Trevor Williams is an economist who previously served as Chief Economist at Lloyds Bank for over a decade. From energy and climate to how companies use data, he analyses the key trends and policies that shape markets and brings clarity and cutting edge thinking to the economic overviews.
Prior to his time at Lloyds, Trevor worked for the civil service. He then went on to work as an economist in the City for over thirty years, covering specialities including equity and foreign exchange, forecasting and financial analysis. Since, he rotates as the Chair of the Institute of Economic Affairs’ Shadow Monetary Policy Committee where he keeps a close eye on the Bank of England’s decisions and direction of travel.
Trevor looks at the economics of climate change and energy, examining the risks for investors, insurers and individuals from the cost to businesses and consumers to the potential effects of energy shortages. He reveals how companies can use their own big data sets to reveal insights into their place within the wider economy. On a broader level, he provides insight into how politics, demographics and trade shape the economy.
Hashi Mohamed
Hashi Mohamed is a barrister, broadcaster and journalist. He is also the author of People Like Us: What it Takes to Make it in Modern Britain in which he draws on his own experiences to examine the issue of social mobility in Britain.
Born in Kenya as one of 12 siblings, Hashi arrived in England as an unaccompanied child refugee following the death of his father in a car accident. Raised solely on state benefits and educated at a struggling comprehensive, he went on to study French and Law at the University of Hertfordshire, and eventually completed a postgraduate degree at Oxford University. He was subsequently called to the Bar and became a lawyer at No5 Chambers, specialising in planning and environmental law.
Hashi considers what he calls ‘society’s most intractable problem’ - the issue of social mobility: “We live in a society where the single greatest indicator of what your job will be is the job of your parents”. He explores what policymakers, businesses, and educators can do to bring about meaningful change in the areas of social mobility, diversity and inclusion. Drawing on his own story of overcoming improbable odds, he offers lessons in resilience, goal-setting and mindset, and outlines how the power of imagination can be used to unlock potential.
Dr Sarah Beynon
Dr Sarah Beynon is an academic entomologist, ecologist and farmer and the founder of The Bug Farm, Bug Farm Foods Ltd and Dung Beetles Direct.
Sarah’s fascination in the natural world was nurtured through her childhood but her interest in insects was cemented during her undergraduate years at The University of Oxford. After university, Sarah set up an environmental consultancy business, working with farmers and conservation organisations to deliver advice on habitat management for invertebrates. During the course of her research, she has travelled to Zambia, Bolivia, Brazil, America and Honduras.
Sarah is also passionate about education and the dissemination of her research so returned to Pembrokeshire to start-up Dr Beynon’s Bug Farm. Now, she works as a scientist and ecological consultant, but also with the public and farmers to enthuse people about insects and make sure that her research is delivered where it is needed – to the farmers and policy-makers.
Sarah also enjoys TV work and has presented for, amongst others, BBC, Channel 4, Discovery Channel, Channel 5 and Animal Planet.
Speakers
Erika Cheung
Executive Director of Ethics in Entrepreneurship
Erika Cheung is the Executive Director of Ethics in Entrepreneurship, a non-profit organization with the mission to embed ethical questioning, culture, and systems in start-up ecosystems worldwide.
Erika began her career working as a medical researcher in the biotechnology industry and is most famously known for being a key whistle-blower reporting the medical-diagnostic company Theranos to health regulators.
Erika went on to help launch a technology accelerator in Hong Kong supporting early-stage technology investments across the Asia-Pacific (APAC) region. She continues to advise and support the development of biotechnology and healthcare initiatives across the APAC region.
Mark Zinder
Mark Zinder is a leading financial expert, trend forecaster, and seasoned keynote speaker.
He has travelled the globe delivering more than 2,500 presentations to hundreds of thousands of people around the world. He is also a regular guest on Fox Business and CNBC, sharing his expertise and positive outlook while tackling tough questions on the economy.
Mark’s extensive background spans 39 years and includes being the National Spokesman for Franklin Templeton. During that time, he worked side-by-side with Sir John Templeton, Dr. Mark Mobius, and Mr. Michael Price to hone his ability to spot trends before they become obvious.
Mark has a unique gift for simplifying complicated concepts and shares those insights and many more that are key to being successful in today’s constantly changing word. He has engaged audiences both small and large, including financial institutions, universities, insurance agencies, and NASA, with his breadth of content and motivational style.
Workshops
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Company Profile: Vivamus mattis mauris ac dui luctus, a rutrum tellus venenatis. Suspendisse congue pulvinar sem, non dapibus odio lobortis sed. Aliquam et justo accumsan, sollicitudin urna eu, accumsan enim. Ut varius pulvinar urna, et volutpat nulla interdum eu. Ut hendrerit libero quam, eget tristique sapien mollis eget. Morbi pretium sem lectus, id bibendum neque pulvinar eget. Maecenas at leo iaculis nibh euismod malesuada et eu felis. Praesent sagittis eu ex a aliquet.
Speakers
Speaker Name
Job title, Company name
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Representatives
Representative Name
CEO, Barclays
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Workshops
Workshops
Financing Green projects with a measurable & positive impact on the environment
With bonds “back” as a tool for investors’ portfolios, we will touch upon Green Bonds as an option for investors to achieve their financial and non-financial objectives. We will clarify the definition of Green Bonds, re-visit the evolving landscape of this growing & increasingly diversified market and discuss the importance of an active approach to selecting Green Bonds. We will touch upon Amundi’s credibility in Responsible Fixed Income and highlight the Amundi Impact Green Bond Fund as an option for investors.
Workshop Objective: To understand the growing opportunity set in the Green Bond market and the importance of an active & selective approach to selecting Green Bonds for a portfolio.
To learn about the depth & experience of Amundi’s Responsible Fixed Income team and the thorough approach of the Amundi Impact Green Bond Fund to finding bonds that finance Green projects with measurable impact on the environment.
Speakers
Daniela Montezuma
Credit Portfolio Manager
Daniela Montezuma is Credit Portfolio Manager with a focus on Green, Social and Climate strategies in the Alpha Fixed Income team at Amundi. Daniela joined Amundi Fixed Income team in August 2019 as Fixed Income Investment Specialist on Green bond strategies. Daniela is part of ICMA's working group on Sustainability-linked bonds since 2022.
Gregory Taieb
Fixed Income Investment Specialist
Gregory Taieb is Fixed Income Investment Specialist in the Alpha Fixed Income team at Amundi. His goal is to promote Alpha fixed income strategies to global investors. Before joining Amundi, Gregory was Investment Specialist at BNP Paribas Asset Management & Robeco. Gregory started his career at State Street Global Advisors (SSGA) where he managed Multi-Asset portfolios in the Investment Solutions Group in France, Canada and in the UK.
Representatives
Harry Boys, CFA, CAIA
Sales Manager
Harry has ten years of industry experience and is responsible for building relationships with wealth managers, private banks and asset managers across the UK. Prior to joining Amundi, he was a Vice-President within UK Funds Sales at JP Morgan Asset Management. Harry holds a Law & Business degree from University of Warwick and is a CFA Charterholder.
Steven Williams
Senior Sales Manager
Steven has 12 years of asset management sales experience across equity, debt and alternative strategies. He is a senior sales manager and the lead for active funds in the UK having joined at the start of 2019 to focus on promoting the Amundi in the wealth management space. Prior to this, he was Head of UK Sales at Alquity Investment Management, an Emerging Market equity boutique. Steven holds a first class degree in International Business, an MSc in Banking and finance (Distinction) from Queen Mary University and the Investment Management Certification.
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
Representatives
Decarbonisation, digitisation and demographics; megatrends presenting opportunities for sustainable investors.
Decarbonisation, digitisation and demographics are three profound megatrends revolutionising the world in which we live. The structure of society and economies are changing rapidly in response to the need for sustainable economic development, and the winning companies of the future will be the ones that innovate to participate in that change.
Please join Nick Scullion, Lead Manager of the FP Foresight Sustainable Future Themes Fund, and Louis Bromfield, Sustainability Lead, to explore the long-term trends shaping future demand. They will discuss the evolving market dynamics and policy environment that are creating a new generation of investment opportunities addressing the core themes of sustainable development and decarbonisation.
Workshop Objective:
• Understand how the megatrends of decarbonisation, digitisation and demographics create sustainable investment opportunities.
• Understand how the current market and policy environment are supportive for companies delivering sustainable development.
Company Profile: Foresight Group is a leading, sustainability-led real asset and private equity investment manager with £12.3bn of assets under management. Through our three core investment divisions, Infrastructure, Private Equity and Foresight Capital Management, we target attractive returns from hard-to-access markets for over 200 institutional and over 29,000 private investors.
At the crux of our approach, is the alignment of our investment strategies to the key themes shaping societies and the planet for future generations. Our investment strategies are designed to create a resilient, decarbonised world and to deliver high-quality jobs that will power tomorrow's economy, while delivering attractive, risk-adjusted and sustainable returns for our investors.
We're investing for a smarter future.
Speakers
Nick Scullion
Lead Fund Manager, Partner
Nick is a Partner and the Head of Foresight Capital Management (FCM). He is the Lead Fund Manager of the FP Foresight Sustainable Future Themes Fund and FP Foresight Global Real Infrastructure Fund (GRIF). Nick has 12 years' experience in fund management, capital markets and corporate finance. Prior to joining Foresight Group in 2017, Nick worked at Ernst & Young across M&A and Capital Markets.
Louis Bromfield
Lead Sustainable Investment Associate
Louis is the Sustainability Lead within Foresight Capital Management (FCM). Louis is responsible for the sustainable investment analysis, ongoing monitoring, and shareholder engagement across the FCM suite of OEICs. Louis is IMC qualified and holds the CFA Certificates in Climate & Investing, and ESG Investing. Louis holds an undergraduate degree in Spanish and Politics from the University of Bristol.
Representatives
Matt Bryan
Associate Director, Sales
Matt Bryan is an Associate Director at Foresight Group, responsible for the distribution of the Foresight Capital Management fund range across London and the Channel Islands. Matt joined Foresight Group in 2018 and has over 8 years’ experience within business development, principally focussed on asset management distribution. Matt is IMC qualified, and holds an undergraduate degree in Geography & Oceanography from the University of Southampton.
Mike Parsons
Head of Regional Sales
Mike is Head of Sales Development for the South at Foresight Group. Mike joined Foresight Group in 2022 and has over 20 years’ experience within asset management distribution. Prior to Foresight, Mike worked within sales management roles at Neptune Investment Management, JP Morgan Asset Management, and Schroders. Mike holds an undergraduate degree in Geography from Exeter University.
Impact and Innovation: how the Impact Case is the Investment Case
The most successful companies in history have been those that have devised innovative solutions to real-world problems. It is undoubted that the UN SDGs represent some of the biggest challenges we face today, and the ability to back solutions to these environmental and social challenges creates enormous opportunity. Using the SDGs as a framework, we’ve built our taxonomy to help us identify scarcely owned listed companies that are bringing innovative solutions to the market. The result is an equity portfolio that is differentiated but complementary to broader global equity portfolios and an impact case to meet the modern definition of the term. For us, the impact case is the investment case.
Workshop Objective: Understand how the intersection of impact, innovation and mispriced growth creates a diversified and sustainable portfolio.
Speakers
Tim Crockford
Senior Fund Manager
Tim Crockford leads the Regnan Global Equity Impact Solutions team. He previously managed the Hermes Impact Opportunities Equity Fund from its launch in December 2017, having co-founded the Hermes Impact team in 2016. Tim joined Hermes Investment Management in 2009 as a research analyst for the European Equities team and became lead portfolio manager of the ESG-integrated Hermes Europe ex-UK Equity Fund in 2015, which he also managed until he left Hermes. Prior to joining Hermes, Tim was an analyst at Sourcecap International, a European equity fund boutique, which Hermes acquired in 2009. Before that he was a primary research analyst at Execution Limited (which seeded Sourcecap), where he worked on major projects in the consumer, retail and financial services sectors. Tim was raised and educated in Malta and graduated from the University of Malta in 2006 with a Bachelor of Accountancy (Hons) degree, as well as a Bachelor of Commerce degree.
Maxine Wille
Investment Analyst
Maxine is an investment analyst dedicated to the Regnan Global Equity Impact Solutions strategy. She was previously an analyst on the Hermes Impact Opportunities Equity Fund. She transferred to the Hermes Impact Opportunities team in 2016, having initially joined the Hermes EOS team in 2014. Maxine headed up the chemicals sector team, while also focusing on the financial services, industrials and technology sectors. She holds an MA in International Relations from Edinburgh University, an MPhil degree in Management from Cambridge University and is a CFA charterholder.
Representatives
David Firth
Sales Manager
Prior to joining JOHCM, David worked at AIG Insurance Europe and most recently as an Associate Director at Janus Henderson Investors. David completed the IMC in 2016 and also holds a Geography degree from the University of Southampton.
James Allcorn
Sales Director, Strategic Partners - UK
James is responsible for developing JOHCM’s intermediary and strategic partnerships across London and the South East of England. James joined JOHCM in 2010 having spent two years at A J Bell Securities, where he provided dealing services to both intermediaries and retail investors. James holds a BA (Hons) in Financial Services from Bournemouth University and the Investment Management Certificate.
Earning a dual return in EMD: attractive sustainable and financial returns
We dispel the myth that Impact and ESG are at odds with EMD investing. We believe EM investments can drive sustainable outcomes without compromising financial returns. Select EM issuers continue to impress in their progress toward deeper considerations of ESG factors. Through engagement with issuers on structuring impact bonds and advocating for improvement in material E, S and G factors, we can achieve attractive risk-adjusted returns while promoting positive environmental/societal outcomes.
Workshop Objective: Directing capital towards EM debt offers an exceptional opportunity to achieve positive ESG outcomes without compromising on financial objectives. Join us to see how Nuveen’s proprietary Impact and EM ESG frameworks allow investors to capture competitive returns while driving sustainable outcomes.
Speakers
Anupam Damani, CFA
Head of International and EM & co-head of portfolio management
Anupam is a portfolio manager for Nuveen’s global fixed income team and heads the international and emerging markets blend sector team, which selects non-U.S. credit securities for all products. She is the lead portfolio manager of the International Bond strategy and co-portfolio manager of the Emerging Markets Blend Strategy and specializes in international sovereign credit, global rates and foreign currency. Anupam is also a member of the Investment Committee, which discusses and debates investment policy for all global fixed income products.
Previously, Anupam was the sovereign research analyst for central and Eastern Europe, Middle East and Africa regions, lead emerging markets debt trader and portfolio manager for Eurozone Debt. Before joining the firm in 2005, she was an EMD portfolio manager and trader at Citigroup. Anupam began working in the investment industry in 1995. Anupam was ranked one of the 2018 and 2019 Top 20 female portfolio managers in the United States by Citywire Professional Buyer magazine.
Ms. Damani holds a BA in political science and economics from Calcutta University in India and a BA in financial and investment management from Pace University, New York. She holds the Chartered Financial Analyst® designation.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Representatives
Alex De Stefano
Director, UK Wealth, Global Client Group, Nuveen
Alex is responsible for promoting Nuveen’s investment capabilities across public and private markets to UK wealth managers, private client wealth managers, global private banks and other financial intermediaries.
Prior to joining Nuveen, Alex served as Senior Sales Director, SEI, establishing new relationships with national managers through SEI’s range of single asset class UCITS funds and multi-manager solutions. He has over 20 years of experience working in financial services
Harry Bush
Director, UK Wealth, Global Client Group, Nuveen
Harry joined Nuveen in Oct 22 to promote Nuveen’s alternative investment capabilities primarily to Global Private Banks and UK Family Offices. He is responsible for Tier 1 wealth manager relationships. Prior to joining Nuveen Harry was at Allianz GI as a Business Development Director covering a broad range of UK wealth clients and prior to that he has Head of London Sales at Neptune.
Jeffrey Smith
Managing Director, Client Portfolio Manager - Emerging Markets Debt
Jeff is a client portfolio manager for Nuveen and serves as a product specialist supporting the firm’s emerging markets debt capabilities along with the broader global fixed income platform. Prior to joining the firm in 2016, he worked at Lord Abbett in several capacities ranging from product strategy to business development. Prior to Lord Abbett, he was a relationship manager at PNC. Jeff holds a CFA designation.
Investing in the transition to a sustainable future; an innovative and pragmatic approach.
Are best-in-class, positive impact and do-no-harm strategies enough to achieve the transition to the sustainable future targeted by the UN SDGs? In her presentation, Yuko Takano - Co-Lead Investment Manager of the new Pictet-Positive Change strategy - discusses why they aren’t.
The world needs to transition from the old economy to the more sustainable and equitable future targeted by the UN SDGs. It will be challenging and complex but there will be opportunities for companies and investors along the way.
A holistic and pragmatic approach, investing in the transition by targeting improving alignment to the SDGs in all sectors, and engaging with companies to achieve it, can drive real positive change while delivering diversification and outperformance for investors.
Workshop Objective: Providing delegates with deeper insight into the investment process of the Positive Change strategy, Pictet’s AI-based SDG Alignment Indicator and examples of how real engagement can drive impact improvement and outperformance.
Company Profile: Pictet Asset Management is an independent asset manager offering investment services around the world. Our key investment capabilities include: Global Thematic Equities, Multi Asset, Emerging Markets Debt, Global Fixed Income (including Strategic Credit) and Alternative Investments. We manage GBP 210 billion in assets as at the end of September 2022. We are convinced that Environmental, Social and Governance considerations can help us make better long-term investment decisions for our clients. For decades, sustainability has been central to our way of thinking. Since the Pictet Group was founded in 1805, we have aimed to ensure the prosperity of our clients over the long term.
Speakers
Yuko Takano
Co-Lead Investment Manager, Pictet-Positive Change
Yuko Takano joined Pictet Asset Management in 2022 and is Co-Lead Investment Manager on Pictet Asset Management’s Positive Change strategy. Prior to taking on her current role, Yuko spent 11 years at Newton Investment Management as a Portfolio Manager on their Sustainable Equities Strategies.
Yuko entered the finance industry in 2000 and has previously worked for Morgan Stanley, Joho Capital and Aetos Capital.
Yuko holds an Economics degree from Keio University and an MBA from Stanford Graduate School of Business.
Representatives
Tim Edmans
Senior Sales Manager - UK & Ireland
Tim Edmans joined Pictet Asset Management in 2011 and is responsible for the Midlands.
Prior to joining Pictet, Tim worked for three years at Towry Law in Birmingham as part of the employee benefits practice. Before that he spent three years at SBJ Benefit Consultants during which time he worked on both the corporate and private pensions team. Tim holds the Diploma in Financial Planning, the Investment Management Certificate and is an associate member of the CISI.
Clemmie Collett
Sales Manager – UK & Ireland
Clemmie joined the UK Sales team in January 2018 to develop relationships with financial advisers and strategic partners. Clemmie started her career with Pictet Asset Management in 2015 as member of the emerging markets team and prior to this worked at HSBC in the Securities division. Clemmie graduated from the University of Bristol with a BSc in Social Policy.