Speakers
Professor David Bailey
David Bailey is Professor of Business Economics at the Birmingham Business School, University of Birmingham, UK and an ESRC ‘UK in a Changing Europe Senior Fellow’. He has written extensively on industrial and regional policy, especially in relation to manufacturing and the auto industry. He has been involved in a number of recent major projects including the Horizon2020 project MAKERS where he led the Work Package on Industrial Policy. He is Editor-in-Chief of the journal Contemporary Social Science, editor of the journal Regional Studies, and a Director of the RSA Europe Think-Tank and policy forum. Recent books include ‘Industry 4.0 & Regional Transformations’ (with Lisa De Propris) published by Taylor & Francis and ‘Carmageddon? Brexit & Beyond for UK Auto’ published by Bite-Sized Books. He has acted as a consultant for numerous organisations and companies, including being a member of the last government's Battery Strategy Taskforce. David is a regular media commenter and newspaper columnist.
Tweet him @dgbailey
Walter Pasquarelli
Walter Pasquarelli is considered one of the most eminent global generative AI experts, having profoundly shaped society's understanding of how the technological revolution is restructuring economic, financial, and political structures. Having served as a trusted advisor to political and technology leaders, Walter is a pivotal voice in dissecting, analysing, and forecasting the strategic opportunities of AI. If you are looking to understand how generative AI will revolutionise society.
Jaz Ampaw-Farr
As CEO of Be Human First Limited, Jaz helps leaders who want to influence, inspire and motivate their teams with greater engagement in order to grow their businesses and leave a lifelong legacy.
Jaz combines lessons learned from a challenging and often brutal childhood with those from her rise to TV presenter, TEDx Speaker, stand-up comedian and Z-list reality TV star.
Her authentic honesty and humour consistently
empower people to think differently about leading themselves and others.
Workshops
Workshops
Exploiting fixed income volatility across global credit markets
The rise in geopolitical and economic uncertainty has led to greater levels of volatility across fixed income markets and we anticipate this is set to continue for the foreseeable future. During this session Andy will outline the four key drivers of fixed income markets and discuss how taking an active, global approach could allow investors to maximise the value from exploiting these inefficiencies. In our view, investors could benefit from taking both top-down asset allocation views across global credit markets as well as fundamental, bottom-up views at a company level. We believe that, together, these return drivers could help investors successfully invest in fixed income to help meet either their total return or income needs.
Workshop Objectives:
- Identify the key themes driving global credit markets and whether these are just short-term or long-term factors.
- Define the benefits of a global approach to managing credit mandates relative to a regional, local approach
- Articulate the extent to which the macroeconomic and geopolitical backdrop is reflected in current market valuations and where the opportunities are currently in global credit markets.
Company Profile: BNY Investments is one of the world’s largest asset managers, managing almost $2 trillion across a range of traditional and alternative assets through seven specialist investment firms — ARX Investimentos, Dreyfus, Insight Investment, Mellon Investments Corporation, Newton Investment Management, Siguler Guff & Company, and Walter Scott & Partners. For more information, visit www.bny.com/investments.
Speakers
Andy Burgess
Deputy Head of Investment Specialists
Andy joined Insight in August 2014 as a fixed income investment specialist. Andy joined Insight from GE Asset Management (GEAM) where he was a portfolio manager responsible for managing the Euro Fixed Income Fund. Prior to this, he held various portfolio manager roles at GEAM’s predecessor companies. He started his investment management career in 1997 at National Mutual Life as an assistant portfolio manager, with a focus on Far East equities. Andy graduated from the University of Bristol with a BSc in Economics and Economic History and is an Associate of the CFA Society of the UK.
Representatives
Jasmine Hallworth
Business Development Manager
Jasmine holds a first-class degree in Economics from Durham University, which she completed in June 2023. Following graduation, she joined BNY Investments in August 2023 as part of the prestigious Emerging Leaders Graduate Programme. This one-year programme provided her with invaluable experience through three rotations: Channel Activation, Product Structuring, and UK Intermediary Sales. Upon completing the programme, Jasmine progressed into her current role as a Business Development Manager in the UK Intermediary Sales team, where she is responsible for driving growth and building relationships with clients across London, the Midlands, and Wales.
Ryan Grey
Partnerships & Regional Investment Director – London, Midlands & Wales
Prior to joining BNY Investments in 2015, Ryan worked at Pictet, where he was responsible for managing product information, performance and market commentary for major clients. Ryan joined BNY 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 and now Regional Sales team too where he now manages key relationships and enjoys delivering educational content to our clients.
In a world of change, take a new perspective
We appear to be undergoing seismic shifts in the global economic and geopolitical landscapes, as well as equity markets that have become increasingly difficult to navigate. But far from being phased by these conditions, as bottom-up investors we are excited about the diverse range of long-term opportunities that could emerge. Capital Group New Perspective is a global equity strategy that has been investing in change for over 50 years, looking to identify companies that we believe will benefit from shifts in global trade patterns as well as economic and political relationships.
Workshop Objectives:
• Reflect on the seismic changes that are currently impacting the global economy and financial markets.
• Gain insight into the megatrends we expect will shape the investment landscape in the years and decades ahead.
• How a time-tested, flexible approach could help to navigate whatever global equity markets have in store.
Company Profile: Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment strategies for different types of investors.
Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high conviction portfolios, rigorous research and individual accountability. Today, Capital Group works with financial intermediaries and institutions to manage more than US$2.8 trillion in long-term assets for investors around the world.
* As at 31 December 2024.
Speakers
John Lamb
Investment Specialist
John Lamb is an investment specialist at Capital Group. He has nine years of industry experience and has been with Capital Group for six years. Prior to joining Capital, John worked as a strategic product management associate at BlackRock. He holds a bachelor's degree in economics and management from the University of Oxford. He also holds the Chartered Financial Analyst® designation. John is based in London.
Representatives
Adam Price
Managing Director, Financial Intermediaries
Adam Price is a Managing Director, Financial Intermediaries at Capital Group. He has 13 years of industry experience and has been with Capital Group for nine years. Prior to joining Capital, Adam worked in structured products at UBS Investment Bank. He holds a bachelor's degree in business management with honors from University of Leeds. Adam also holds an Investment Management Certificate. Adam is based in London.
Shreya Anil
Associate Director
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Shreya Anil is Associate Director for financial intermediaries & strategic partners, UK & Channel Islands at Capital Group. She has been with Capital Group for three years. Prior to joining Capital, Shreya worked in market research at a medical recruitment company and has experience of working on the future trading desk at Amplify Trading. She holds a bachelor’s degree in History from King’s College London. Shreya is based in London.
BATMMAAN Begins! Navigating the market’s super-stocks and the case for a differentiated approach to quality
2024 was the year of the BATMMAAN stocks. Collectively, Broadcom, Apple, Tesla, Microsoft, Meta, Amazon, Alphabet, and Nvidia became the caped crusaders of global markets, capturing investors’ imaginations and driving market performance. But with great performance comes great concentration risk, and these companies now dominate benchmarks. Combined with hidden correlations, a new era of geopolitics and ongoing macro challenges, this creates a changing dynamic for managing equity portfolios. In this presentation, David and Andrew will explore how to approach such an environment, why managing risk in big tech is so important, but also why diversification will be critical in the year ahead. Join us as we discuss where to find the real superhero stocks, and how Columbia Threadneedle’s approach to quality offers a resilient approach amid market uncertainty.
Company Profile: Investing smarter for the world you want
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$672bn / €602bn / £501bn. 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 30 September 2024.
Speakers
David Dudding
Senior Portfolio Manager
David Dudding is a senior portfolio manager in the Global Equities team. He joined the company as an equity research analyst in 1999, moving on to manage the European Smaller Companies strategy for 10 years until December 2012. He is the co-portfolio manager of the Global Focus Strategy. David previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist. David has been a member of the investment community since 1999. He received a B.A. in Modern History and a master’s degree in European Politics from Oxford University. David is also a member of the CFA Institute and the UK Society of Investment Professionals (UKSIP). In addition, he holds the Chartered Financial Analyst® designation.
Andrew Harvie
Client Portfolio Manager
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Andrew Harvie is a senior client portfolio manager in the Global Equities team and heads the EMEA equity client portfolio management group. His role is to articulate the team’s investment views and capabilities to existing and prospective clients, consultants and intermediaries. Andrew re-joined the company and the team in 2018 from Schroders where he was a client portfolio manager and head of product in the QEP investment team. He held a similar role at Man AHL, Man Group’s quantitative investment division, having originally joined as an investment analyst in 2007. He also formed part of the due diligence and product strategy team during Man’s acquisition of GLG Partners in 2010.
Andrew has been a member of the investment community since 2003. He received a BSc (Hons) in Economics with Statistics from the University of Bristol.
Representatives
Mark Sharman
Tom Mulhall
Navigating global fixed income markets through a flexible, high alpha approach
How should investors be thinking about fixed income markets in 2025? Join Mike Riddell, portfolio manager of the Fidelity Strategic Bond Fund, to learn about the factors shaping global fixed income markets and how he is navigating a complex backdrop by leveraging alpha from across four core areas.
Workshop Objectives:
Delegates will analyse the latest macro events and the implications for global fixed income marketsDelegates will analyse four key sources of alpha:
• Interest Rates
• Inflation
• Currencies
• Credit
Delegates will explore current example trades from across the four key alpha sources
Company Profile: At Fidelity International, our purpose is to work together to build better financial futures for our clients and we believe that investing, over the long-term, is critical to achieving that. As a family and management-owned company, we think generationally in terms of the services we build and provide, as well as the way in which we invest on our clients’ behalf.
Our focus is on delivering sustainable investment returns for our clients, while managing our impact on society and the environment. To do this, we incorporate sustainability into our business operations and our investment process, working with investee companies to help them operate more sustainably in order to deliver those long-term returns and secure a better future for all.
Speakers
Mike Riddell
Lead Portfolio Manager for Fidelity Strategic Bond Fund
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Mike joined Fidelity in July 2024 and is the Lead Portfolio Manager for Fidelity’s Strategic Bond strategies. He works closely with Co-PM Tim Foster and the wider Fidelity Fixed Income team using a team-based investment approach. Mike joined Fidelity with extensive experience in unconstrained fixed income strategies, having previously led Allianz Global Investors’ Macro Unconstrained Fixed Income team.
Representatives
Nick Dougal
Head of Sales Desk - Wholesale Sales Fidelity International
Leading a team of Regional Account Managers, Nick is responsible for driving the engagement strategy with key accounts across the UK & Ireland, primarily on the investment side of the business. As part of the senior management team Nick also contributes to strategy and ensuring Fidelity provides for the needs of the financial planning community and their clients. Having worked at Fidelity since 2014, Nick has enjoyed a variety of roles across the wholesale channel, previously working with firms in the Southwest of England and Central regions as a Key Account Manager.
Ray Paulding
Sales Director - Wholesale Sales Fidelity International
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Ray Paulding is a Sales Director for Key Intermediary Accounts in the UK Wholesale Channel. Working closely with leading financial intermediaries across the South West, Ray acts as principal point of contact for the investment business of Fidelity International. Ray joined Fidelity International in September 2013 having previously worked at Premier Asset Management, Insight & Rothschild AM. Ray has some 20 years of experience in the intermediary investment market and has a BA(Hons) in Economics, IMC & CII Certificate in Discretionary Fund Management.
Oli Khalil-Martin, CFA
Investment Director Fidelity International
Oli Khalil-Martin is an Investment Director in Fidelity International’s Fixed Income Team with primary responsibility for Strategic Bond and Emerging Market Debt strategies. He previously covered Fidelity’s retail and institutional Money Market strategies and has over 12 years of industry experience. Oli joined Fidelity in 2015 from Goldman Sachs Asset Management, where he had worked in the Fixed Income Product Management and RFP teams.
Oli holds a Master of Arts degree in Classics from Trinity College, University of Cambridge and is a CFA charterholder.
Phoenix from the Flames
UK equities have derated in recent years, but the market is beginning to wake up to the UK’s economic resilience.
We will discuss how conditions are aligning for what could be a remarkable multi-year period for the UK equity market – as well as the various sources of return that make the UK worth a closer look.
Following a challenging few years, are UK companies ready to rise from the ashes, stronger than ever?
Workshop Objective: Provide delegates an outlook on the UK economy and equity market
Company Profile: Martin Currie is a global active equity specialist within Franklin Templeton, one of the world’s leading asset managers. We build concentrated, best-idea portfolios that create conviction in fast-changing markets.
Our talented, autonomous teams are backed by a distinctive and supportive investment culture. With stewardship at our heart of the business, we employ long-term, original thinking to deliver sustainable investment returns.
Speakers
Ben Russon
Co-Head, UK Equities (Large Cap).
Representatives
Jessie Wilson
Client Portfolio Manager
Jessie is a Client Portfolio Manager dedicated to the UK Equities team. She bridges the gap between our investors and clients, enabling the investment team to focus on what they do best. She has nearly 20 years of experience in the financial services industry with the majority of her career in client focused roles at investment managers.
Before joining the firm in 2024, Jessie worked at Border to Coast where she supported UK Local Government Pension Schemes. She also spent over a decade at Baillie Gifford where she worked with US based clients. Along the way Jessie, qualified as an Actuary and worked as a UK Pensions Trustee, giving her a holistic view of the industry.
Fund Group Workshop
Fund Group Workshop