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Speakers
Jon Sopel
Jon Sopel is the former BBC North America Editor, leading the broadcaster's coverage of everything related to US politics and key events across the Atlantic. He is also the author of A Year At The Circus: Inside Trump's White House. After more than twenty years Jon left the BBC to front the daily podcast The News Agents at Global Radio with Emily Maitlis and Lewis Goodall.
Before taking on the BBC's most senior overseas posting, Jon was a lead presenter on the BBC’s News Channel, and fronted the Politics Show, He served as Chief Political Correspondent, and spent three years as BBC Paris Correspondent. He has also presented Breakfast, Newsnight, HARDtalk, Daily Politics, and a range of news bulletins including the main News at One, Six and Ten bulletins.
Away from television, Jon has presented PM on Radio 4 and published an early biography of Tony Blair. He has been voted Political Journalist of the Year by the public affairs industry. Jon has also written If Only They Didn't Speak English: Notes from Trump's America, a look at both the political and everyday life of America, and UnPresidented: Politics, pandemics and the race that Trumped all others, a personal diary of the 2020 presidential election.
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Dr Karen Hanghøj
Dr Karen Hanghøj is the Director of the British Geological Survey. She is a geologist with extensive experience in research and innovation management and the minerals and metals industry. Karen is passionate about understanding the complexity of resource management, about environmental and social sustainability, and about the role of geoscience in finding solutions to societal challenges.
Karen holds a PhD in Geology from University of Copenhagen and has worked with research on geological processes in the lower crust and mantle and their associated mineral deposits, before taking senior leadership roles in research and innovation organisations. She is a member of a range of international committees and working groups.
In 2022, the UK launched the Critical Minerals Intelligence Centre (CMIC) to collect and analyse information on the supply of critical minerals, like cobalt, lithium, and graphite, which are vital to the UK’s economic success and national security. This centre is based at the British Geological Survey and will support the UK in understanding issues related to critical minerals. The BGS combines its own resources, expertise, and data with those of third parties to provide up-to-date analysis on the supply, demand, and flow of critical mineral supplies around the world. The CMIC also provides policymakers with advice on emerging issues, including geopolitical, ethical, or environmental risks associated with critical mineral sources.
Scotty Mills
Scotty Mills is the highest-ranking black officer in the history of the Royal Marines and led Britain’s Commandos around the world. He shares his lessons of leadership and resilience working as a performance coach in the world of elite sport and business. As an advisor to the FA, he worked closely with Gareth Southgate, Harry Kane, and the England Football Team to help them reach the World Cup semi-final.
Growing up in South London with many hardships, Scotty joined the Royal Marines by chance after ducking into their recruitment office to avoid a downfall. He worked his way up to become a Commando ‘Green Beret’ Officer, leading the Marines on operations around the world. He also acted as Head of Rehab, and Head of Performance throughout his time, supporting recruits who needed retraining, rehabilitation and reintegration and guiding them to peak performance.
Scotty has an international reputation for his ability to use his experience to inspire others and help them overcome their limitations. He continues to work with the nation's top sports teams and Olympic teams to develop innovative leadership, team cohesion and peak performance. His compelling journey highlights the power of human inspiration and his lessons on how to achieve impossible results and how to make a winning team are transferable to any organisation. His book Never Give In draws on his experiences in the Marines and shares how the ‘commando’ way of thinking provides elite performance and helps anyone reach targets and transform their way of thinking.
A world record breaker for leading the Marines to break a long-standing Endurance Marathon World Record, Scotty was selected as an Olympic Flag Bearer at the London 2012 Olympic Games and has dined at Buckingham Palace with the Queen. He was also the recipient of a national award to honour him as the most inspirational serviceman across the entire Armed Forces community.
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Workshops
Workshops
Diversified and Global approach to Infrastructure
The abrdn Global Infrastructure Equity Fund, managed by Josh Duitz, exemplifies diversity in its truest form, spanning various regions and sectors, marking it as a genuinely global portfolio. With distinctive features it not only sets the fund apart but also ensures the generation of stable and predictable long-term cash flows. Josh has been managing the US strategy for 15 years, which has consistently outperformed the market, so this makes it an attractive proposition for your clients today.
Workshop Objective:
Learn about why investors should consider diversifying into Global Infrastructure.
Company Profile:
We invest to help our clients create more. More opportunity. More potential. More impact. We offer investment expertise across all key asset classes, regions, and markets so that our clients can capture investment potential wherever it arises. By combining market and economic insight with technology and diverse perspectives, we look for optimal ways to help investors navigate the future and reach their financial goals. And by putting environmental, social and governance (ESG) considerations at the heart of our process, we seek to find the most sustainable investment opportunities globally.
Speakers
Josh Duitz
Fund Manager
Josh is Head of Global Income and Infrastructure at abrdn. He is a Portfolio Manager of our global dynamic dividend and global infrastructure funds. Josh joined the company in 2018 from Alpine Woods Capital Management where he was a Portfolio Manager. Previously, Josh worked for Bear Stearns where he was a Managing Director, Principal and traded international equities. Prior to that, Josh worked for Arthur Andersen where he was a senior auditor. Josh graduated from The Wharton School of the University of Pennsylvania and received his MBA with Honors. He received his BBA from Emory University.
Representatives
Alex Jones
Business Development Director
Alex is Business Development Director responsible for fund relationships across the South East and East Anglia. Alex joined abrdn in April 2023 from Ninety One where he spent 11 years within the Strategic Partners team as Head of Ratings and Sales Manager, South. Prior to Ninety One Alex held positions at Amundi and Barclays Wealth. Alex graduated with a BA(Hons) in International Finance and Capital Market Studies from the University of Brighton and holds the Investment Management Certificate (IMC).
Patrick Keaveney
Business Development Executive
Patrick is a Business Development Executive responsible for managing new clients across London, East Anglia, and the Southeast. Patrick joined abrdn in September 2023 from boutique placement agent Trinity Group ltd. fundraising out of the Middle East from SWFs and Family Offices on Private Market investments and certain Deep-Tech direct deals.Patrick graduated with a MArts(Hons) in History with Innovation from the University of Bristol and is currently studying for the Investment Management Certificate (IMC).
Death of the balanced fund?
Some question whether balanced portfolios can still deliver long-term capital growth. We believe balanced portfolios are well-positioned for growth but that they are not made equally. In a difficult environment being discerning matters more than ever.
Join us to find out what we believe matters for long-term value creation.
Workshop Objective:
• Why a return to zero rates isn’t required for growth
• What opportunities are arising in equities and bonds
• How we can act as a trusted partner to give your clients exposure to the best global growth opportunities
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 58 partners all of whom work in the business.
We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.
We currently manage or advise some £221.2bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 80% of FUM), we offer an extensive range of investment trusts and open-ended funds to UK wealth managers and intermediaries.
Speakers
Iain McCombie
Investment Manager, Partner
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Iain is the head of our UK Equity Team and lead manager of the UK Core Strategy. He is also the joint manager on our flagship Managed Strategy, which he has been involved in since 2000, and became a partner of the firm in 2005. Since joining Baillie Gifford in 1994, Iain has spent time on the US Equities Team. Iain graduated with a MA in Accountancy from the University of Aberdeen and subsequently qualified as a Chartered Accountant.
Iain will be speaking on Baillie Gifford Managed Fund
Representatives
Rhona Geddes
Client Relationship Manager (Trainee)
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Rhona is a client relationship manager in our Clients Department. She joined Baillie Gifford in 2019, initially working as a client service associate in the Institutional Sales Team. Prior to joining the firm, Rhona was a Client Relations Manager at Nucleus Financial. She graduated MA (Hons) in Business Management from Heriot-Watt University in 2015.
Megan Rooney
Client Relationship Manager
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Megan is a client relationship manager in the UK Intermediaries Team. She joined Baillie Gifford in 2016. Prior to joining the firm, Megan worked at Barclays, specialising in private client services. She graduated BSc (Hons) in Geography from the University of Glasgow in 2014.
A High Conviction Approach in an Uncertain World
In 2024, global macroeconomic and geopolitical headwinds remain a principal concern for investors. We will stress the importance of exposure to structural growth drivers, referring to selective opportunities in AI and Reshoring which have the potential to be net beneficiaries during periods of uncertainty.
Workshop Objectives:
- The importance of adaptability and a repeatable investment process in achieving significant outperformance.
- Blue Whale’s approach to selecting quality, growth businesses.
- Why a high-conviction approach can be beneficial amid periods of heightened uncertainty.
Company Profile: Blue Whale Capital is a London-based boutique asset management firm. Co-founded by Peter Hargreaves and Stephen Yiu, the firm is committed to delivering consistent, significant outperformance. The WS Blue Whale Growth Fund, the firm’s flagship strategy, launched in September 2017. It is a long-only global equity fund, focusing on large-cap stocks in developed markets. The investment team adopts a high-conviction, valuation-driven approach to construct a concentrated portfolio of high-quality businesses.
Speakers
Stephen Yiu
CIO & Lead Manager
Stephen is the Lead Manager of the WS Blue Whale Growth Fund. Having started his career in the Hargreaves Lansdown investment team, he left the company in 2007 to pursue his interest in asset management. He went on to work at New Star, Artemis and Nevsky Capital. Stephen co-founded Blue Whale Capital in 2017, with backing from Peter Hargreaves, co-founder of Hargreaves Lansdown.
Representatives
Eduard Mallia
Senior Relationship Manager
Eduard joined Blue Whale Capital in 2018 to oversee distribution of the WS Blue Whale Growth Fund. Prior to joining Blue Whale, he worked at a leading UK investment management firm.
Thea Cosham
Relationship Associate
Thea joined Blue Whale as a Relationship Associate at the start of 2024, bringing valuable experience from her background in financial services and venture capital.
Investing in a confluence of change
While change in the global economy is the norm, what is unique about this current point in time is that there appears to be a confluence of transformational and multi-generational shifts occurring at the same time. Consequently, the next decade and beyond could present a rich and more diverse set of investment opportunities, and it will be increasingly important to find strategies that can navigate significant market shifts while keeping true to their objectives and philosophy.
Workshop Objective:
To understand how a structurally flexible, bottom-up approach to investing in global equities can help achieve consistent returns over the long term.
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. We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Fundamental proprietary research forms the backbone of our approach, provided by our integrated global network of more than 450 experienced investment professionals, with an average portfolio manager investment experience of 27 years.
Today Capital Group works with financial intermediaries and institutions to manage more than US$2.7 trillion in long-term assets for investors around the world.
*All data as at 31 March 2024
Speakers
John Lamb
Investment Specialist
John Lamb is an investment specialist at Capital Group. He has eight years of industry experience and has been with Capital Group for five 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
Business Development Manager
Adam Price is a business development manager at Capital Group. He has 12 years of industry experience and has been with Capital Group for eight 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.
Tri Hyunh
Managing Director, Financial Intermediaries
Tri is Managing Director, Financial Intermediaries at Capital Group. He has over 16 years of industry experience. Prior to joining Capital, Tri was Head of Strategic Partnerships at Artemis Investment Management. He holds a bachelor’s degree in Biochemistry and Molecular Medicine from Essex University and has completed the Business Sustainability Management program from the University of Cambridge, Institute for Sustainable Leadership. He also holds the Investment Management Certificate. Tri is based in London.
The UK small cap resurgence is here. Seize the opportunity!
It is no new news to talk about outflows from UK smaller companies and the relative underperformance. We believe this one-way traffic has passed its peak and much like pulling on an elastic band there is only so much it will stretch before springing back; we believe we have passed this inflection point. Many of the headwinds of the last few years have dissipated and they’re many companies continually delivering strong fundamental returns for shareholders but still trading at discount valuations. This ongoing underlying performance combined with improving sentiment should be a potent cocktail for future returns. Josh McCathie delves into these matters during the session whilst highlighting how he is seeking to take advantage of this compelling opportunity in UK small caps.
Workshop Objective:
Debunking UK small cap underperformance by focusing on the fundamentals.
Why momentum has been building but the best is yet to come.
Taking a total return approach – why we focus on income and small caps.
Company Profile:
Downing Fund Managers (DFM) is a boutique of established investment managers offering specialist portfolios that they believe have the potential to offer attractive long-term returns. DFM is part of Downing LLP, which manages £1.9 billion* of assets under a broad range of investment mandates across a series of funds, investment trusts and tax-efficient products. DFM’s roots lie in a value-focused private equity investment approach. This has now broadened out into a diverse mix of strategies and a selection of mandates all different to, yet complementary to, each other. The 16-strong DFM team runs more than £584 million of publicly listed assets.**
* as at 31 December 2023
** as at 31 July 2024
Speakers
Josh McCathie
Fund Manager
Josh McCathie has been the lead manager of the VT Downing Small & Mid-Cap Income fund since April 2021. Previously he was an analyst and co-manager on the fund since joining Downing in 2018.
Josh has over 9 years’ experience in the industry that has been focused on UK equities. Prior to Downing he was at BRI Wealth Management focusing on UK equity research and constructing UK equity portfolios for HNW individuals. Josh is a CFA Charterholder.
Representatives
Matt Evans
Business Development Director
Matt joined Downing in March 2023 as Business Development Director where he is responsible for managing relationships with wealth managers, fund selectors and other financial intermediaries in helping them to achieve their investment goals. He has over 15 years’ experience in financial services and has previously worked for Janus Henderson Investors and Jupiter Asset Management.
Richard Pagliuca
Business Development Director
Richard joined Downing in May 2023 as a Business Development Director responsible for managing relationships with London based wealth managers and discretionary fund managers. He has over 10 years of experience within financial services having started his career at EY, where he chartered as an accountant, before joining Schroders, initially as an equities product specialist and then as the distribution strategist to the global head of distribution.
Is Japan still an attractive investment? Short and long term opportunities in investing in Japan
Andrew McCagg, Senior Client Portfolio Manager, Japanese Equities, at Nomura Asset Management (“NAM”) will discuss several key factors and evidence to support why we believe Japan remains a viable target for investment, following the strong performance of Japanese Equity Market since last year. Andrew will highlight NAM‘s flagship Japan strategies.
Workshop Objectives:
Attendees will leave the session with a greater understanding of what drives returns in the Japanese economy and the ongoing case for integrating Japanese equities into their portfolios.
Company Profile:
The Nomura Asset Management Group is a leading global investment manager. Headquartered in Tokyo, Nomura has additional investment offices throughout the world including London, Singapore, Malaysia, Hong Kong, Shanghai, Taipei, Frankfurt and New York. With a global workforce of 1,365 employees, it has been operating in Europe for more than 30 years. Today Nomura Asset Management provides its clients with a wide range of innovative investment strategies including global, regional and single country equities, high yield bonds and global fixed income strategies.
Speakers
Andrew McCagg
Senior Client Portfolio Manager, Nomura Asset Management U.K. Ltd.
Andrew McCagg is Senior Client Portfolio Manager for Japanese equities at Nomura Asset Management U.K. Ltd. in London. He joined Nomura Asset Management Co., Ltd. in Tokyo in 2008 after graduating from International Christian University with a Bachelor's degree in Linguistics.
He initially worked as an assistant portfolio manager in the Advisory Fund Management department and moved to the Japanese equities team in 2011. He was a member of the Japan Value team for 8 years.
Representatives
Jon Nash
Head of UK and Ireland Wholesale Distribution
Jon joined Nomura Asset Management in March 2017 with over 28 years of experience in the asset management industry. Jon is the Head of UK Wholesale Distribution and focuses on developing the fund distribution strategy for the company’s product solutions to UK and Ireland wealth investors including discretionary fund managers, global private banks, advisors and family offices.
Ben Sackitey
Business Development Director
Ben joined Nomura Asset Management in June 2019 as Business Development Director, developing its market share, predominantly with wealth managers, fund-of-funds, family offices and other financial institutions. This also includes developing the market share of American Century Investments with UK investors. Prior to Nomura Asset Management, Ben spent 7 years at Jupiter Asset Management.
Risk and return from the bottom up
Investing involves taking risks—but not blindly. In financial markets, prices move daily, and higher prices both increase risk and raise the bar for further returns. In the real world, some risks are costly to protect against, and some offer little compensation for sticking your neck out. But others are underappreciated, providing opportunities to generate attractive returns and mitigate risk at the same time. As we look at the world, we see a few risks that offer both pitfalls and potential returns for investors: the energy transition, deglobalisation, chip scarcity, and ongoing government deficits. Against a backdrop of high stockmarket valuations and high apparent faith in central banks, these risks point to a cautious outlook for broad markets, particularly if inflation proves sticky. But for a bottom-up investor, these same risks offer attractive pockets of opportunity.
Workshop Objectives:
• Understand how the semiconductor ecosystem works and why energy is an important consideration for chip manufacturers
• Explain how the energy system works and which companies are likely to benefit from the energy transition
• What impact government deficits have on opportunities within stock and bond markets
• Understand how inflation affects multi-asset portfolios and inflation-resilient assets
Company Profile:
Orbis has been creating value for clients for more than 30 years.
We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees.
Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.
And our unique fee structure ensures we remain driven to deliver long-term returns.
Speakers
Rob Perrone
Investment Counsellor
Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors, with primary responsibility for covering the Global Balanced Strategy. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charterholder.
Nicola Dormehl
Investment Counsellor
Nicola joined Orbis in 2015, having spent three years as a business analyst at Orbis’ sister company, Allan Gray Proprietary Limited. She is a member of Orbis’ team of investment counsellors and a specialist on the Orbis Global Balanced and Global Cautious strategies. She has a Bachelor of Commerce in Economics (Cum Laude) and a Bachelor of Commerce (Honours) in Financial Economics and Investment Management (Cum Laude) from University of the Free State.
Representatives
James Amy
Business Development Manager
James Amy, Bachelor of Arts, Economics and Geography. James joined Orbis in 2017 as Business Development Manager for the firm’s UK retail initiative, with responsibility for building the UK Intermediary client base through direct engagement. He was previously Head of International Business Development at Nedgroup Investments.
VCTs: a new generation
A recent KPMG report highlights that the first quarter of 2024 experienced the lowest level of venture investment in the UK in 22 quarters, translating to ‘a very slow market.’ Despite significant geopolitical risks, Puma will explore high-potential market opportunities, positive trends among companies, and how intensive portfolio management in 2023 transformed risk indicators into positive trends and value creation. Additionally, we will examine how legislation and regulation increase the need for understanding in this sector and the emergence of a new target market through the changing demographic of VCT investor.
Workshop Objectives: Appreciate -
• how broad sector diversification can help reduce risk within a portfolio
• what ultra active portfolio management brings to VCTs
• working intergenerationally across clients to improve tax and financial wellbeing
Company Profile: From the outset, we have always had a clear and straight-forward ambition. To provide a home for individuals to invest their savings in a tax-efficient and effective way. And over the last decade, we’ve supported thousands of individuals work towards their long-term savings goals.
Puma Investments is part of the Puma Capital Group. Today, the Puma Capital Group comprises four businesses focused on delivering long-term sustainable growth for our investors and partners. Together, they manage more than £900 million in assets, have lent more than £1 billion of development funding, and have assisted dozens of businesses across the UK elevate and expand to deliver on their brilliant ideas.
Speakers
Rupert West
Managing Director, Puma Private Equity
Rupert applies his broad financial experience to lead the investment strategy and support portfolio companies. He gained comprehensive knowledge from roles at Arthur Andersen, Standard Bank, Barclays Capital, and Shore Capital before co-founding Puma in 2012. At Puma, he excels in backing strong management teams and delivering substantial returns for investors. Outside work, he juggles raising two young children, cooking for his family, exercising, and reading about economics and geopolitics.
Harriet Rosenthorn
Investment Director
Harriet joined Puma in 2017 and supports a number of the businesses within Puma’s portfolio including Le Col & Influencer and worked with Pure Cremation up until the successful exit of this business in 2021. Harriet has an interest in tech-enabled business models and has worked in this sector throughout her career, including roles at GP Bullhound and Results International.
Harriet read Chemistry at the University of Southampton and outside the office is a keen triathlete and qualified yoga instructor
Kelvin Reader
Investment Director
Kelvin joined Puma in 2019 and brings both investment and operating experience to Puma from his past ventures, which include Parade Media Group and InSport.
Kelvin holds a deep appreciation for the importance of selling in all its forms, be that selling product, recruiting talent or fundraising. He also loves a good debate on KPIs and how they should be calculated. Kelvin is a member of the South African Institute of Chartered Accountants. He has two young boys and any downtime is spent enjoying tennis, golf and rugby
Representatives
Caragh O’Shaughnessy
Strategic Partnerships Executive
Caragh joined Puma from TIME Investments after over four years working in the internal BDM team, where she covered London and later, the South West. After leaving TIME back in July, Caragh spent the six months travelling around Asia, Australia and New Zealand.Caragh read Sport Business Management at the University of Brighton and enjoys travel, sport and time with family and friends.
Connor Gray
Business Development Manager
Connor joined Puma in 2022. Previously, he worked at Liverpool Victoria as an Account Manager for the Midlands within Wealth Management.
Justin Elmes
Senior Business Development Manager
Justin joined Puma Investments in 2016 and is a Senior Business Development Manager for South Central. Justin was responsible for all sales and marketing activity in the South West for Ingenious Investments’ EIS and Business Relief products. He also spent a number of years at Octopus Investments and prior to that the ECU Group Plc, where he was responsible for establishing and developing relationships with financial advisers and their clients.
UK SMID, a driver of returns in UK equity markets
Reasons not to own UK assets are draining away. The economy is improving and inflation is close to target. By the end of the summer, we may well have a new government and lower interest rates. There will certainly have been more bids for UK assets. These dynamics favour mid-caps over large. Valuations look too attractive to pass up, particularly for high-quality companies actively competing on the global stage. Fund manager Alexandra Jackson will discuss the catalysts supporting UK markets and where we see the best opportunities to invest across the lately overlooked UK SMID-cap space.
Workshop Objective:
- Catalysts for the UK: macro impacting UK Markets, monetary policy, M&A
- The time for mid-caps – what history and the market is telling us
- Defining a UK quality, growth business
Company Profile: Rathbones Asset Management
Rathbones Asset Management is a UK fund manager, with 13.8 billion AUM*. We offer actively managed equity, fixed income and multi-asset capabilities including a wide range of sustainable strategies for retail and institutional-type investors. Our single-strategy and multi-asset funds are designed to meet investors’ capital growth and income requirements. We believe that we combine the best cultural aspects of an investment boutique with the strengths of a well-resourced parent, Rathbones Group Plc.
*As at 31 December 2023
www.rathbonesam.com
Speakers
Alexandra Jackson
Fund Manager
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Alexandra is the manager of the Rathbone UK Opportunities Fund. She was appointed co-manager in June 2014 and named sole manager in August 2017. Previously she was assistant fund manager on the Rathbone Global Opportunities Fund.
Alexandra joined Rathbones in January 2007 as an equity analyst, having graduated from the University of Durham (University College) with a BA Hons in Economics. Alexandra is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate. She sits on the Rathbones Asset Management Responsible Investment Committee.
Representatives
Ben Johnson
Head of regional sales (UK)
Ben is the Head of Regional Sales (UK), with responsibility for the Rathbones distribution team covering intermediaries in the UK & Ireland. Ben joined the business in 2013 as a Regional Sales Director, responsible for client relationships and strategy within the South West, Channel Islands, Midlands and Wales. Prior to joining Rathbones, Ben was a regional sales manager at AXA Investment Managers covering a similar geographical region mainly focused on the IFA marketplace.
Arron Silk
Associate sales director
Arron is the Associate Sales Director at Rathbones, responsible for the South of England. He joined Rathbones in July 2018, having spent over 3 years as a Regional Sales Manager for Liontrust. Arron brings over 12 years’ industry experience, having also worked at Kames Capital and Transact in a variety of client-focused roles.
Seeking sustainable returns through investing in Property
Whether investors are seeking financially sustainable returns (via income) or ESG sustainable returns, or elements of both, we will look at what factors are key to assess when investing in Property.
We will discuss the macroeconomic landscape, why now is the time to consider Property, and the opportunity when considering the regulatory market.
Clients continue to search for investments that have true positive impact. Investing in Property could provide the platform where the positive impact can be measured and demonstrated on people and planet.
For those where impact isn’t crucial, understanding the wider opportunity/risks around various ESG factors and how they are managed, is essential if you want to maximize returns.
Workshop Objective:
Understand the role of real assets and how diversification contributes to clients’ portfolios.
Understand the wider importance of ESG within Property investing.
Understand how funds could offer sustainable returns and sustainable impact.
Company Profile: TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent returns.
We take a deliberately defensive approach investing in real assets, asset-backed and income-generating assets, predominantly through infrastructure, renewable energy, real estate, and lending.
We make carefully considered investments that seek to achieve attractive risk-adjusted returns and create products that aim to provide our investors with long lasting peace of mind.
The TIME group has a 180 strong team with over £4.5 billion assets under management, including capital commitments.
Speakers
Roger Skeldon
Head of Real Estate
Roger has over 20 years’ experience in fund management, finance and commercial property. He has been at TIME Investments for over 10 years and is Co-Fund Manager for TIME:Commercial Long Income, TIME:Social Long Income and TIME:Property Long Income & Growth.
Previously, Roger was an Assistant Director at Close Brothers Group PLC’s tax efficient and property funds division, with responsibilities across several commercial property funds.
Roger holds a BA degree in Business and Financial Economics and is a Chartered Accountant.
Andrew Gill
Fund Manager
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Andrew has over 8 years’ experience in REITs and investment trust research and 12 years in financial services. Andrew joined TIME in October 2022 and is a Co-Fund Manager for TIME: Property Long Income & Growth and TIME: UK Infrastructure Income. Previously, Andrew was a sell-side Equity Research Analyst at Jefferies for over 7 years primarily covering European listed real estate and REITs.
Prior to Jefferies, Andrew spent nearly 4 years at PwC where he qualified as a chartered accountant (ICAEW) and he is also a CFA charterholder.
Representatives
Chris Johns
Business Development Director (Funds)
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Chris joined TIME Investments in May 2024 and is a Business Development Director (Funds). Previously he spent over 10 years at Jupiter Asset Management covering various roles within the Distribution team. Chris holds a BA degree in Business, Economics and Logistics.
Amy Rumsby
Strategic Account Manager
Amy joined TIME Investments in February 2022 with a focus on building and maintaining relationships with our key strategic partnership clients. Prior to this, Amy spent three years at BNY Mellon Investment Management. In her role as Strategic Account Manager, Amy works closely with financial advice networks and professional bodies, providing support to them and their underlying clients.