Jake Meyer
Jake Meyer has climbed many of the world’s highest and toughest peaks, including the infamous K2 – “The Savage Mountain”. Jake completed the 7 Summits challenge in 2005, aged 21, as the youngest Briton to climb Everest, via the North Ridge, and the youngest man in the world to complete the 7 Summits (Bass variant). He’s also set a record of the fastest ascent of the highest mountain in every State in the contiguous USA and in 2023 climbed Everest for a second time – via the South Col – making him one of a small collection of mountaineers who has summited Everest via two different routes.
He spent 10 years and 3 expeditions trying to climb K2 in Pakistan, the second highest mountain in the world – eventually making it to the top in 2018, as the youngest Briton.
Jake is an ambassador for Walking With The Wounded, the Duke of Edinburgh’s Awards Scheme and has worked closely with a number of charities including Help for Heroes, The Prince’s Trust, the Prince’s Teaching Institute, MakeA-Wish Foundation, and the CAIRN Trust. He is also a fellow of the Royal Geographical Society.
He was awarded the British Empire Medal in the 2020 Queen’s Birthday Honours List for ‘Services to Mountaineering, Youth and Charity’.
Jake is a full-time management development consultant for the Inspirational Development Group. IDG are an award-winning business performance improvement organisation who work with countries, corporations and enterprises around the world.
He’s a commissioned officer in the British Army Reserve and has served overseas, including an operational tour of Afghanistan as a Battlegroup Influence and Consequence Management Officer.
Workshops
Workshops
Healthcare—Playing Offense and Defense in Uncertain Markets
The Healthcare sector is known for its defensive characteristics, especially in volatile market environments. However, we believe many investors overlook the offensive role that a healthcare allocation can play in investor allocations. We believe that this unique combination of offensive and defensive characteristics is a necessary prescription for ongoing macroeconomic uncertainty. In our view, a business-based approach to investing in the healthcare sector can provide exposure to durable long-term growth opportunities and improve risk-adjusted performance for investors over time.
Workshop objective: During the workshop, learn about the evolution of the healthcare sector, the secular growth opportunities present today, and how investing in healthcare can provide strong risk-adjusted returns over time.
Company Profile: AllianceBernstein is a leading investment-management firm with $769 billion in client assets under management, as of 30 June 2024. With a unique combination of expertise across equities, fixed-income, alternatives and multi-asset strategies, we aim to deliver differentiated insights and distinctive solutions to advance investors’ success. Across our global network, we’re fully invested in delivering better outcomes for our worldwide clients, including institutional, high-net-worth and retail investors. By embracing innovation, we seek to address increasingly complex investing challenges and opportunities. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
Speakers
Robert Milano
Senior Investment Strategist and Head – EMEA Equity Business Development
Robert Milano is a Senior Investment Strategist and Head of EMEA Equity Business Development. He is responsible for partnering with regional sales leadership to set strategic priorities and goals for the EMEA Equities business, develop new products, and engage with clients to represent the market views and investment strategies of the firm. Previously, Milano was a senior investment strategist supporting AB's Select US Equity and US Growth Portfolios. He joined the firm in 2013 as a product analyst on our Fixed Income Business Development team, where he supported the firm's taxable and municipal funds for the US Retail market. Milano holds a BS in finance from Manhattan College. Location: London
Representatives
Tom Laker
UK Retail Sales Manager
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Thomas Laker was appointed Vice President, UK Retail Sales Manager in January 2023. He is responsible for developing strategic relationships across discretionary and advisory firms domiciled in London and the Channel Islands. Previously, he was Sales Manager at GAM between 2018 to 2022. Before GAM, he gained exposure working for a UK-based Family Office and Wealth Manager.
Thomas holds an MSc in Finance and Investment from the University of Bristol, a BA in Economics from the University of the West of England and the Investment Management Certificate. He is based in London.
Global bonds: riding a wave of volatility
Geopolitics is never far from investors’ minds and uncertainty over the path of the US economy is equally intense. Matthew Rees, Head of Unconstrained Global Bond Strategies at LGIM, discusses the unusually volatile world of global bonds. Most notably, how does the team adapt to fast-changing market environments? And how much credit and interest rate risk we believe are relevant for differing points of the economic cycle?
With reference to the Legal & General Strategic Bond Fund, Matthew will also discuss:
• Dynamism in duration management
• Why we believe diversifying sources of alpha is key
• Seeking to mitigate downside risks
Workshop Objectives:
• Overview of macro and market outlook for 2024 and 2025
• Describe the fund’s positioning to manage these challenges
• LGIM’s strategies in active fixed income
Company Profile: L&G’s asset management division combines deep expertise in asset management and origination with global distribution capabilities to deliver positive outcomes for our clients, which include individual savers, pension scheme members and global institutions, investing alongside L&G’s own balance sheet. As a global investor, we are present where our clients need us – from Hong Kong and Singapore, to major European financial hubs, to Chicago – operating under the Legal & General and LGIM brands.
We provide investment solutions across the full spectrum of asset classes, ranging from index-tracking and active funds to liquidity and liability-based risk management strategies. Through our private markets platform, we utilise our rich heritage and extensive network of partners to offer access to a wide range of purposeful alternative investment opportunities, including specialist real estate, clean energy, infrastructure, venture capital, unlisted equities and private credit.
Our division is underpinned by our enduring commitment to responsible investment, dedicated to creating long-term, sustainable value for our clients and partners.
Speakers
Matthew Rees
Head of Global Bond Strategies
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Matthew was appointed Head of Global Bond Strategies in September 2019. Prior to this he was co-head of the Euro credit portfolio management team and joined LGIM in March 2009. Before LGIM, Matthew spent three years as a Partner at Banquo Credit Management (a multibillion euro absolute return investment manager) and has worked at UBS, Merrill Lynch and the rating agency Fitch IBCA. Matthew has more than 25 years’ experience in financial services and qualified as a chartered accountant with Coopers & Lybrand in 1996.
Representatives
Daniel Neep
Key Account Manager, Asset Management
Daniel is responsible for sales and relationship management with key intermediaries and wealth managers in the north of England. Daniel joined LGIM in 2022 from AXA Investment Managers where he was Regional Sales Manager for the north of England. Prior to that, he was Business Development Director at Close Brothers Asset Management and has held senior sales positions with Aegon, AXA Wealth and Cofunds. Daniel joined the industry on the Friends Provident graduate scheme after completing his BA Honours degree in history and management from Leeds University in 2001. Daniel holds the CFA Investment Management Certificate and CII Diploma in Financial Planning.
Millan Narine
Regional Account Manager (North, Midlands)
Millan is responsible for sales with advisory clients in the Midlands and North of England managing relationships with financial advisors promoting LGIM’s Single Strategy, Multi-Asset & MPS Investment Propositions. Millan joined LGIM in 2024 from Evelyn Partners, where he was Relationship Manager developing and managing business relationships with IFA’s connected to national firms and networks. Prior to Evelyn, Millan worked at one of the largest IFA’s in the UK; The Private Office (TPO) & Aon a worldwide leading professional services company. Millan also has a Bachelor of Science Honours Degree in Financial Planning with Accounting and Finance.
The road less-travelled: discovering hidden small-cap gems across Europe
European small-caps have significantly underperformed large caps but we see an opportunity for them to make up lost ground. Mirabaud’s Discovery Europe team of experienced active managers walks the road less travelled to build a high conviction portfolio of hidden small-cap gems to continue to deliver alpha.
Workshop Objectives:
• Provide an overview of the European small-cap market and why now is the time to take advantage of the ‘small-cap effect’.
• Investors will learn how we unearth hidden gems, hear insights from our research trips along ‘the road less travelled’, and understand the importance of a clear process for discovery.
Company Profile: Mirabaud Asset Management is the independent asset management division of the Mirabaud Group focused on active investing across Fixed Income, Equities, Multi-Assets and Private Assets. A common philosophy applies across each of these areas of expertise, which is an active, high conviction approach to generating long term risk adjusted returns. A focus on managing risk and a commitment towards environmental, social and corporate governance principles are important constituents of Mirabaud AM heritage. The firm operates in Europe’s key financial centres: London, Paris, Geneva, Zurich, Madrid, Milan and Luxembourg.
Speakers
Trevor Fitzgerald
European Equities Fund Manager
Trevor is passionate about investing and brings extensive experience in smaller companies from investment banking. Trevor started as a smaller companies specialist in equity sales in 2000. Firstly, as a U.K. specialist at Altium Capital, Seymour Pierce & Numis and most recently broadening pan European since 2008 at Credit Suisse. He joined Mirabaud Asset management in 2015 as an analyst and was promoted to co-manager in 2017.
Trevor has a first-class degree in Economics from the University of Sydney
Representatives
Benjamin Carter, PhD
Head of UK Wholesale
Benjamin Carter, Head of UK Wholesale, joined Mirabaud Asset Management in 2021. Benjamin, who has a decade of experience within the financial services industry, joined from Aviva Investors where he was a Senior Business Development Director and responsible for setting the discretionary strategy, as well as lead of the London team. He started his investment career as a product specialist for the Aviva Investors global convertibles capability in 2012.
Elliot Fowles
UK Wholesale Sales
Elliot Fowles, UK Wholesale Sales, joined Mirabaud Asset Management in 2022. Elliot, who has nearly thirty years of experience in
the industry, joined from Aviva Investors where he spent the last ten years as Senior Business Development Director. Prior to this, he held sales positions at HSBC Global Asset Management and DWS Investments, among others.
Megacap Tech concentration: A Time to Move On. Introducing NB GEM, a high conviction, complementary approach to global equity investing
While investors acknowledge the benefits of equity investing, many are increasingly concerned with record concentration in a few mega caps -- and rightly so. Since 1991, NB GEM's high conviction, risk-focused approach has delivered complementary alpha with downside protection and a smoother return profile, resulting in a great fit to most equity programs -- active, passive or thematic.
Workshop Objectives: To illustrate the importance of investing with a risk focused, high conviction approach that is supported by structural shifts in the global economy
Company Profile: Neuberger Berman was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission. And with our employees and their families invested alongside our clients—plus 100% of employee deferred cash compensation directly linked to team and firm strategies—we are truly in this together.
Speakers
Maximiliano Rohm
Portfolio Manager
Maximiliano Rohm, Portfolio Manager for the Global Equity Megatrends team, joined the firm in 2006. Before joining the Global Equity Megatrends team in 2017, Maxi was the Head of Corporate Development for Latin America, overseeing Neuberger Berman’s client efforts in the region. Prior to this, Maxi was a member of Neuberger Berman’s Corporate Strategy team, focusing on business development and strategic acquisitions for the firm.
Representatives
Adrian Sharpe
Relationship Manager
Adrian Sharpe, Vice President, is a Relationship Manager within Neuberger Berman's EMEA Client Group. Adrian's focus is on expanding the firm's footprint with financial institutions and intermediary clients in the Midlands and North of England, Scotland, Northern Ireland and Isle of Man.Adrian has more than 30 years of industry experience working in the U.K., U.S., Europe and Middle East. He joins the firm from Columbia Threadneedle, and has also worked at Standard Life, BNY Mellon and BlackRock
Positioning for attractive returns in fixed income
Rate cuts underway and the US election upon us. Richard ‘Dickie’ Hodges, PM of the Nomura Global Dynamic Bond Fund, discusses the forces at play in bond markets, where attractive returns can be found and where more caution should be applied.
Workshop Objectives: Investors will hear insights from one of the pioneers of unconstrained fixed income investment, and learn how conviction risk positions can be balanced with simple hedging techniques to create a low volatility portfolio.
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
Richard Hodges
Managing Director, Head of Total Return & Unconstrained Fixed Income
Dickie Hodges has managed the Nomura Global Dynamic Bond Fund since 2015. Prior to joining Nomura Asset Management, Dickie held the role of Head of High Alpha Fixed Income at Legal & General Investment Management, managing its “Dynamic Bond Trust” – an unconstrained fixed income fund which he managed from its inception in 2007 until April 2014. He spent 18 years at Gartmore where he was Head of Pan European Portfolio Construction with responsibility for both their SICAV European Corporate Bond Fund and their SICAV European Bond Fund. Dickie began his career in 1986 at Chase Manhattan Bank in Fixed Income operations, before joining Natwest Investment where he was responsible for management of a number of specialist investment funds employing derivatives and cash instruments to implement quantitative strategies.
Representatives
Kevin McFarlane
Regional Sales Director North of England, Scotland and Northern Ireland
Kevin McFarlane joined the EMEA Distribution team in February 2023 as Business Development Director, focusing on UK Wholesale in Scotland, Northern Ireland and the North of England. Kevin has previously worked at Standard Life, Schroders, Miton and SVM covering the Discretionary and Wealth Managers in his region. He will be supporting NAM’s strategy to develop its market share, predominantly with wealth managers, fund-of-funds, family offices and other financial institutions.
Magashlin Chetty
Executive DirectorNomura Corporate Research and Asset Management Inc.
Magashlin Chetty is an Executive Director who joined NCRAM in June 2023. He currently plays a dual role as a corporate credit analyst and assistant portfolio manager. Before joining NCRAM, Mr. Chetty worked at Fisch Asset Management where he primarily focused on emerging market corporate issuers within the Asia region. Prior to joining Fisch Asset Management, Mr. Chetty was a senior emerging market corporate analyst, working across long-only and hedge fund strategies at Bluebay Asset Management. Mr. Chetty received a Bachelor of Science degree in Chemistry with Management from Imperial College and is a qualified Chartered Accountant.