Speakers
Wolfgang Münchau
Wolfgang Münchau is considered one of the world’s foremost experts on the Eurozone. He is a columnist with The New Statesman. For many years, he wrote the European economic column of the Financial Times. He is known for his in depth knowledge and analysis of the political economy, both in Europe and globally.
A skilled communicator, his views and insights are particularly appreciated by senior corporate leaders as he can take complex situations and scenarios and pare these back to the key issues and relate them to the business audiences.
His book, “The Meltdown Years: The Unfolding of The Global Economic Crisis“, won the prestigious GetAbstract business book award in its original German-language version, Vorbeben (2008). He is the recipient of the 2012 SABEW award for best international columnist.
Together with economist, Susanne Mundschenk, he co-founded and edits Eurointelligence.com, a news analysis service dedicated to providing information and debate about the economics, finance and politics of the Eurozone. The Eurointelligence Daily Morning Newsbriefing is widely considered to be the most incisive daily information sources on the Eurozone. His columns are syndicated to El Pais, Handelsblatt and Corriere della Sera.
He is a member of the European Council on Foreign Relations. In 2014, Wolfgang was the John F. Kennedy Memorial Fellow at the Center for European Studies at Harvard University. He was the recipient of the 2012 SABEW award for best international columnist and the Wincott award for young journalist of the year in 1989.
He has written three other German-language books, “Kernschmelze im Finanzsystem” (Meltdown in the Financial System), “Das Ende der sozialen Marktwirtschaft” (The End of the Social Free-market), and “Makrostrategie” (Macro-Investment Strategy)
Previously, Wolfgang co-founded and served as editor-in-chief of FT Deutschland. He holds Master’s degrees in mathematics and journalism.
Minette Batters
Minette is the Former President of the National Farmers’ Union, a position that she held between 2018 and 2024, where she was the first woman to hold the post. During her tenure, she was responsible for representing 47,000 members of the farming community through a period of change and instability. The issues Minette faced ranged from political turbulence, the after effects of Brexit, and sustainability challenges.
Raised on her father’s tenant farm in Wiltshire, Minette was dissuaded by him from following in his footsteps. Instead, she took a Cordon Bleu course and launched and ran her own catering business for 20 years. However, upon her father’s retirement, she made the decision to take on the tenancy. Upon her election to the NFU (first as Vice-President in 2014, and then as President), she juggled running the farm with her responsibilities at the Union.
Working closely with four different Prime Ministers and six different Environment Secretaries during her period at the helm of the Union, Minette has unique insights into the political landscape and leadership. She was responsible for representing the views of the entire farming community during Brexit negotiations and during the Covid-19 pandemic, which caused unprecedented food shortages. Subsequent challenges she tackled while she was leader included the spillover effects of the Russian invasion of Ukraine, which involved price increases for both fuel and produce, and labour shortages. She has been an active campaigner for a thriving rural economy and food standards - notably bringing together a range of chefs, environmentalists, consumer groups and animal welfare experts in a 2020 campaign, which led to over 1 million people signing the NFU Food Standards Petition. She has been included in BBC Radio 4’s Women’s Hour Power List, and in 2021 was appointed a Deputy Lieutenant to Wiltshire.
Darren Harris
As a child, Darren excelled both in the classroom and on the playing field.
However, his disruptive behaviour continued to be a problem resulting in his exclusion from school.
He managed to turn his life around, first going to University to study Maths, then on to work for a leading IT company. But all along, sport was in his DNA.
He made his debut for the England blind football team in 1996, became captain in 2002, and helped the team qualify a place at the Athens Paralympic Games in 2004.
However, they were barred from taking part, as the other Home Nations besides England, wouldn’t sanction a Great Britain team to play.
Fed up of being kicked around like a political football, and already owning a black belt in judo, he quit his job, switched sports and began training full-time.
He competed at the Beijing Paralympics in 2008.
But plagued by injury leading up to the World Championships in 2010 and World Games in 2011, he finished Judo and returned to football to play at the London Paralympic Games in 2012.
Graham Cox
Graham is the Director of Learning & Development at Boundaries Edge Ltd. He is an international speaker who delivers talks on the topics of Business Negotiations, Persuasion and Influence. To date this has included 26 countries across the Middle East, Asia, North America, South America, Africa and Europe. In addition to public speaking, his role is to draw together experience from staff with backgrounds in intelligence, diplomacy, business psychology and neurology across Fortune 500 companies.
He worked in Exxon and PepsiCo before being selected for various senior operational roles in Her Majesty’s Service. Operating in 24 countries across the globe, in covert operations and strategic negotiations, he had to adapt quickly to extreme situations where effective persuasion and influence was literally a matter of life or death. His highly interactive talk will demonstrate first-hand how the subconscious mind can be influenced. It will then fuse the latest neurological learnings with practical techniques to ethically persuade your prospective clients in order to stimulate long-term professional relationships.
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Workshops
Workshops
US Growth Investing: what's next?
Workshop Objectives:
• Identify the key features of company adaptability in a tougher environment: don't mistake maturity for safety.
• Explore the next phase of disruptive growth that will power returns for companies that can keep investing.
• Uncover what sets the US apart from everywhere else and why it is continually underestimated.
Speakers
Kirsty Gibson
Investment Manager
Kirsty joined Baillie Gifford in 2012 and is an investment manager in the US Equity Growth Team. She has been involved in running the North American portfolio of the Managed Fund and Global Core Fund since 2021. Prior to joining the US Equity Growth Team, Kirsty also spent several years in the small and large-cap global equities departments. She graduated MA (Hons) in Economics in 2011 and MSc in Carbon Management in 2012, both from the University of Edinburgh.
Representatives
Harry Driscoll
Client Relationship Manager
Harry is a client relationship 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.
Grant Walker
Client Relationship Director
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Grant joined Baillie Gifford in 1992 and became client relationship director in 2011. Previously, Grant was Regional Sales Manager covering Scotland, Ireland and the South West of England. Before joining Baillie Gifford, Grant worked for the Edinburgh private bank Adam and Company and for Bankers Trust in Sydney
2024 - The Year of Pivoting to Asia?
Asian equity market returns over recent years have paled in comparison to some of their developed market counterparts, and even against other emerging market peers. However, given the pace of innovation, the region's diversity, demographic and trade profile, will global investors and the centre stage pivot back to Asia after a hiatus?
Workshop Objectives:
•Why investors should refocus their attention on Asian markets now
•How an Asian equity income fund can offer a better balance of risk versus rewards, as well as bringing diversification benefits in this new era of Asian market growth opportunities.
Speakers
Zoe Kan
Portfolio manager, Equity Income team
Zoe is a portfolio manager on the equity income team. She is part of the leadership team for the Newton Asian Income and Emerging Income strategies. Zoe joined Newton in 2000 and holds a degree in German and economics. She is a CFA* charterholder. Outside of work, Zoe enjoys listening to music and spending time with her young family.
Joined Newton: 2000
Joined industry: 2000
Representatives
Ryan Grey
Partnerships & Business Development Director – Midlands & Wales
Prior to joining BNY Mellon in 2015, Ryan worked at Pictet, where he was responsible for managing product information, performance and market commentary for major clients. Ryan joined BNY Mellon in a similar role, but his experience led him to move into client servicing, working closely with the distribution team covering platforms, life companies and national advisory businesses. This saw him gain a broad understanding of these clients and assist in their operational and sales requirements. Finally, Ryan transitioned into the Partnership team where he now manages key relationships and enjoys delivering educational content to our clients. Ryan is a CAIA, CFA UK Level 4 Certificate in ESG Investing and IMC holder.
UK equities: time for a rethink?
Why we believe the gloom overhanging the UK economy is overdone, whilst UK stocks are continuing to trade at a discount to global equities, which is likely to attract further merger and acquisition activity.
And why as patient investors, we remain true to our enduring style of high-conviction value investing, which we believe will continue to serve us well over time.
Workshop Objectives:
1) Understand the macro backdrop for UK equities
2) Understand which areas of the market offer the best value
3) Understand our contrarian approach to stock selection
Company Profile: At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with US$637bn / €577bn / £500 billion. Whatever world you want, our purpose is to help you achieve it. We do this by being globally connected, intense about research, having a responsible ethos and a focus on continuous improvement.
Source: Columbia Threadneedle Investments as of 31 December 2023.
Speakers
Jeremy A. Smith
Co-Head of UK Equities, Portfolio Manager
Co-Head of UK Equities and Portfolio Manager
Jeremy Smith is Co-Head of UK Equities and a portfolio manager at Columbia Threadneedle Investments, having joined the company in 2015. He manages the CT UK Growth & Income Fund, CT UK Equity Income Fund and the CT UK Equity Alpha Income Fund. Jeremy is also Head of UK Equity Research and has research responsibility for the oil services and support services sectors.
Jeremy has over 20 years of experience and has held various roles in the asset management industry including Head of UK Equities at Neptune Investment Management and Director in the UK large cap team at Schroders. During his tenure at Neptune and Schroders, he worked as a portfolio manager with responsibility for a range of UK equity portfolios, as well as an analyst specialising in the oil & gas and chemicals sectors.
Jeremy holds a BA (Hons) in History and is also a Chartered Management Accountant (ACMA).
Representatives
Richard Borthwick
Head of UK Regional Sales
Richard Borthwick joined the company in 2014 as a Regional Sales Manager in the UK Sales team, becoming Head of UK Regional Sales in 2023. This team works with wealth managers, IFAs and fund of fund managers across the whole of the UK (excluding London), Isle of Man, Channel Islands and the Republic of Ireland.
Richard has over 15 years’ experience in the asset management industry having previously been a Regional Sales Manager at AEGON Asset Management (then Kames Capital). In this role he engaged with key discretionary and advisory firms as well a strategic partners such as networks and life companies.
Richard graduated from the University of Edinburgh with an MA Hons degree in English and History. He also holds the Investment Management Certificate and the CFA Certificate in ESG Investing.
Tom Hanafin
Regional Sales Manager
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Tom Hanafin is Regional Sales Manager at Columbia Threadneedle, working in the team responsible for the sales of funds to intermediaries and wealth managers in the south of the UK. Tom joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021. He has over 17 years’ experience in sales and the financial services industry. Prior to his current role, Tom was a sales manager at Cazenove Capital Management where he focused on both multi-manager and single strategy sales. He has also held a broker desk role at Jupiter where he was responsible for supporting the firm’s Strategic Alliances team. Tom also holds the CFA ESG Investing Certificate.
European equities: Focusing on what matters
Portfolio manager Marcel Stötzel will take a deep dive into the investment philosophy and approach that underpins the Fidelity European Fund and Fidelity European Trust PLC. He will discuss current portfolio positioning and review the changes he has been making to the portfolios. Marcel will also highlight the outlook for continental European Equities and outline where opportunities exist for discerning stock pickers, particularly among well managed companies with diverse global revenue streams. Given the macro backdrop facing investors, he will outline how a focus on robust and cash generative dividend-payers can tap into these opportunities and reward those willing to look through the near-term uncertainty.
Workshop Objectives:
- Gain an insight into the global nature of European companies and understand why the outlook for Europe is not the same as the outlook for European companies.
- Discover the investment implications of the current environment and the longer-term potential of European equities.
- Understand why we favour companies with strong pricing power and good prospects for cash generation and dividend growth.
Speakers
Marcel Stötzel
Portfolio Manager, Equities
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Marcel joined Fidelity as an analyst in 2014. He initially covered US tech as an MBA intern, before being hired full-time to cover European Software and IT services and thereafter European Aerospace, Defence and Airlines. After a highly rated period in research, Marcel was promoted to Portfolio Manager and he has co-managed the Fidelity European Fund and Fidelity European Trust PLC since August 2020.Prior to joining Fidelity, Marcel worked as an investment banker at Barclays. Marcel holds an MBA (INSEAD), is a CFA charter holder and graduated with a Business Science (Hons) in Finance from the University of Cape Town.
Representatives
Nick McDowell
Head of UK Wholesale Sales
Nick McDowell is Head of UK Wholesale Sales at Fidelity International responsible for the Fidelity-branded fund business which distributes Fidelity funds via wholesale and intermediary channels.
As Head of UK Wholesale, Nick leads the Wholesale Sales Team to increase penetration of Fidelity funds in the Wholesale market, planning sales campaigns and strategic direction for Wholesale sales, management of key client relationships at a research head office level.
Nick has nearly 24 years experience with a number of leading firms in Australia and has been with Fidelity International for 12 years, 7½ based in our Sydney office and the last 5 years in the London office.
Nick has an Advanced Diploma of Financial Services and has obtained the IMC level 4 qualification. He has a Bachelor of Arts, majoring in Psychology and Legal Studies
Callum Drage
Callum is a Sales Manager in the UK Wholesale team at Fidelity, looking after the Advisory market in Wales and the Midlands, previously he has been responsible for looking after a number of research agencies and nationals & networks across the UK. He joined the firm in 2017 and has previously worked as an equity investment specialist.
Concrete & Cables – The Foundations of Our Digital Future
The transition from analogue to digital has been underway for some time, with this only set to continue. Supporting the digital revolution is critical physical infrastructure, the concrete and cables enabling our digital interactions.
From data centres to telecom towers, logistics warehouse supporting e-commerce, to fibre optic networks, Gravis will explore the opportunities for predictable long-term growth income that can be found by investing in the companies which own these physical infrastructure assets, vital to the transition to a digital world.
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. This results in steady growth and reliable, long-term income from sectors such as infrastructure, specialist real estate and clean energy.
Speakers
Matthew Norris
Director, Real Estate Securities
Matthew is responsible for the oversight of the VT Gravis UK Listed Property Fund and the VT Gravis Digital Infrastructure Income Fund. He 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 & Politics from the University of York. He is a CFA charterholder and holds the Investment Management Certificate.
Representatives
Ollie Matthews
Sales Director
Ollie is a sales director responsible for the south of England.
For over 20 years, Ollie has been an investment fund promoter and distributor in the South of England.
He has worked extensively with independent financial advisers, private banks, wealth managers, family offices, stockbrokers and discretionary fund managers. During this time, Ollie launched Threadneedle into the UK retail market, launched the industry’s first dedicated television channel, Asset.tv, raised AUM for various boutiques and developed innovative investment funds.
Jonathan Feely
Sales Director
Jonathan is a sales director with responsibility for the Midlands, North of England, Scotland and Northern Ireland.
For over 25 years he has worked in Financial Services, the last 16 years at Columbia Threadneedle covering the intermediary market in the North of the UK. He also has experience in the Middle East market having undertaken a hybrid role for several years covering the North of the UK & Middle East. He has vast experience working with independent financial advisors, wealth managers, banks and platforms.
He holds a Certificate in ESG Investing, CFA Diploma in ESG Investing, CFA Level 4 Certificate in Investment Management (IMC), CII Level 4 Diploma in Financial Planning (DipPFS), and the CII Level 4 Certificate in Discretionary Investment Management (DM).
Bonds with bite: myth-busting in fixed income investing
The ever-expanding bond market has brought tremendous opportunities for investors, but active fixed income investing has not been without its pitfalls over the past few years, with markets experiencing higher volatility and fast-changing conditions.
Join Amelie Chowna, Senior Fixed Income Specialist, as she chats through a number of preconceived ideas about fixed income markets, and discusses how the L&G Strategic Bond Fund follows a nimble, well diversified, team-based approach. This has led to the fund outperforming its peer group over the last one, three and five years. Amelie will also explain how the fund is positioned for a volatile economic environment in 2024.
Workshop Objectives:
• Explore some of the complexities of Fixed Income investing
• Describe the fund’s positioning to manage these challenges
• LGIM's Fixed Income outlook for 2024
Company Profile: We are Legal & General Investment Management (LGIM), the asset management business of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes.
We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world. On behalf of savers, retirees and institutions worldwide, we manage £1.2 trillion in assets.*
*Source: LGIM internal data as at 31 December 2023. The AUM disclosed aggregates the assets managed by LGIM in the UK, LGIMA in the US and LGIM Asia in Hong Kong (2018-2019 only). The AUM includes the value of securities and derivatives positions.
Speakers
Amelie Chowna
Senior Fixed Income Investment Specialist
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Amelie is a Fixed Income Investment Specialist within the Global Fixed Income Team and is covering Global Credit and Absolute Return Portfolios. Prior to this, she was a Portfolio Manager for the Global Bond Strategies team, which she joined in 2014 as a Quantitative Analyst. She joined LGIM in 2011 from AXA IM and held a variety of roles within LGIM before joining the Global Fixed Income team. Amelie graduated from ESSEC Business School and holds an MBA. She has been a CFA Charterholder since 2015.
Representatives
Antony Teare
Head of Regional Sales
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Antony is responsible for promoting LGIM’s capabilities to key IFA and regional wealth managers in the UK. Antony joined LGIM in October 2018 from Franklin Templeton where he held the title of Business Development Manager, and carried out a similar role. During his time at Franklin Templeton, Antony was responsible for distributing a range of Equity, Fixed Interest, and Alternative funds. Prior to his years with Franklin Templeton, Antony also held similar positions with Gartmore Fund Managers and Kames Capital.
Phillip Harrison
Regional Account Manager (South West)
Phillip is responsible for managing LGIM’s relationships with wealth managers and financial advisers across the Midlands and South West. Phillip Joined LGIM in 2024, following ten years at Premier Miton, where he carried out a similar role. During his time at Premier Miton Phillip was responsible for distributing a range of Multi Manager, Multi Asset, absolute return, equity and fixed income solutions to advisers and wealth managers. Phillip has a total of 19 years of field-based distribution experience.
Sustainable investing in EM – 3 is the magic number. The opportunity to deliver positive outcomes for development, companies and investors
Why is the time right for emerging markets? Historic outperformance, characterised by strong dollar earnings, was overshadowed by stagnation leading to a lost decade for emerging markets. Investment in sustainability is developing as a new global centre of gravity. Priorities are changing: from global, concentrated, and just-in-time sources of supply to local, secure and just-in-case. Emerging markets are better funded and more self-reliant, plus the valuation discount versus developed markets is as wide as it’s been for 20 years. We believe that emerging markets can play an important role in delivering on two key objectives: capital growth and positive environmental and societal progress.
Workshop Objectives: We will explore the prospects of sustainable investing in emerging markets to deliver not just capital growth but also environmental progress and societal benefits amidst shifting global priorities and favorable market conditions.
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 £10.7bn of client assets under management (as of 31 March 2024), split across 18 differentiated investment teams managing 54 investment products (as of 30 Sep 2022).
Speakers
Fiona Manning
Fund manager – Premier Miton Emerging Marketings Sustainable Fund
Fiona Manning joined Premier Miton in August 2022 following 17 years at Aberdeen Standard Investments where she was Senior Investment Director and lead manager of the firm’s emerging market sustainable equity strategies, including the Emerging Markets Sustainable Equity Fund and the Emerging Markets Sustainable Development Equity Fund. Fiona also co-managed the firm’s emerging market equity strategies and, until 2016, the firm’s Latin American Equity strategies. Fiona started her career at Deutsche Asset Management in 2001. Fiona is a CFA Charterholder.
Representatives
Mark Mack
Regional Sales Director
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Mark is Premier Miton’s Regional Sales Director for the Midlands & South West regions, having joined Premier Miton in 2019. Mark 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 region.
Georgi Koutsoumbos
Regional Sales Manager
Georgi is a Regional Sales Manager, responsible for building relationships with Premier Miton’s key discretionary & advisory clients in the Midlands. He joined the company in 2022, having previously been with Jupiter for eight years where he performed a similar role.
Fashion or Folly: The Market's New Clothes
The Emperor's New Clothes is an 1837 folktale where a vain Emperor commissions, unbeknown to him, swindlers to make him an outfit. They claim to use fabric which is only visible to the wise. Embarrassed to not be able to see the clothes the Emperor parades the streets in the new 'outfit' and along with the congregation pretends to see his robe for fear of seeming stupid. Until a child says the Emperor isn’t wearing anything at all and he is exposed as naked.
Similarly, is the market going along with the sustainable soft-landing narrative, following consensus, too afraid to consider the possibility that there are fragilities in the system? Whilst it remains possible the market will embrace the naked emperor as fashion, we fear the market has been fooled.
Workshop Objectives: To provide guests with an overview of the risks to which the market has become complacent and the assets within the Ruffer strategy which can support portfolios should this complacency break
Company Profile: At Ruffer, our aim is to deliver consistent positive returns through an unconstrained approach, regardless of how financial markets perform. We seek to achieve this by maintaining an offsetting balance of growth and protective assets and have achieved a long, successful track record of protecting and growing the value of our clients’ assets. Our approach has been successful through periods of market fragility including the bursting of the dot.com bubble, the credit crisis and covid-19. We aim to continue this success, whatever the future holds.
Speakers
Ian Rees
Fund Manager
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Joined Ruffer in 2012, after graduating from the University of Bath with an honours degree in economics. He is a CFA charterholder and co-manager of three of Ruffer’s flagship funds.
Representatives
Rebecca Holloway
UK Wholesale – Southwest, Midlands; East of England
Joined Ruffer in 2020 and is responsible for looking after financial advisers and wealth managers in the Southwest, Midlands, and East of England. She previously worked for a regional independent financial adviser for 4 years and graduated from Reading University in 2018.
Gemma Cairns-Smith
Investment Specialist - UK Wholesale
Joined Ruffer in 2020 after graduating from the University of Cambridge with a first class degree in land economy. Gemma worked on our private client team before moving to her current role in 2023. She is a CFA charterholder and investment specialist on Ruffer's funds
Is now finally the time to allocate to US Small Cap?
Why is now the best time to consider the opportunity in Small Cap?
Inflation Concerns?
Why have Small-Caps beaten Inflation in every decade since the 1930’s
Value or Growth?
We see opportunities across all factors, how we balance this opportunity set.
What to expect with the Fed shifting to ‘pause’
We consider the impact and historical performance of Small – Mid Caps through 2024 and beyond
Workshop Objectives: Understanding the current macro landscape in the US and the case for investors in US Small Cap.
Company Profile: T. Rowe Price was founded in 1937 by Thomas Rowe Price, Jr. and is an independent, listed asset manager. Our focus is on delivering long-term performance for our global clients across a broad range of active equity and bond strategies.
Our long-term success is due to a strong research-oriented culture, which helps us to identify the most promising investments around the world. We are a global company with offices in 17 countries in Europe, the Americas, Asia and the Middle East. Our assets under management of USD 1,444.5¹ billion are spread across a wide range of investment strategies.
We employ 7,906 people worldwide, including 935 investment professionals including 380 research professionals. Our business strategy is focused on delivering strong long-term performance. This is assisted by our considerable organisational and financial stability and experience in all types of market conditions.
1As at 31 December 2023
Speakers
Michele Ward
Portfolio Specialist
Michele Ward is a portfolio specialist working with the small-cap equity strategies at T. Rowe Price Investment Management.
Michele’s investment experience began in 1983, and she has been with T. Rowe Price since 2014, beginning in the T. Rowe Price Associates U.S. Equity Division. Prior to this, Michele was employed by Hewitt EnnisKnupp as an associate partner, where she advised and educated plan sponsor investment committees on investment policy, plan structure, and regulatory and fiduciary issues.
Michele earned a B.A., magna cum laude, in political science from Yale University and an M.B.A. from the Yale School of Management. She also has earned the Chartered Financial Analyst® designation.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute
Representatives
Steve McShane
Steve McShane is a relationship manager for the Central England region with the UK Distribution team.
Steve’s investment experience began in 1993 and he has been with T. Rowe Price since 2017. Prior to this, Steve was employed by Neptune Investment Management as a Relationship Manager in the UK Distribution Team. Steve was also employed by AXA as a Business Development Director.
Tom Johnson
Tom Johnson is a Relationship Manager in the UK Sales Department working with Advisory and Discretionary clients based in The Midlands, The North and Scotland. He is also an Associate Vice President of T. Rowe Price International Ltd.
Tom’s Investment experience began over 7 years ago and he has been with T. Rowe Price since 2021, having previously worked in the Intermediary Sales team of Axa Investment Managers.