Timothy Bradshaw
With a background as a former Intelligence Officer and Sandhurst graduate, Tim Bradshaw has worked in high-pressure environments, managing risk, building influence, and making critical decisions. His experience in recruiting and leading agents in complex situations has shaped his approach to leadership, resilience, and strategic thinking. Many organisations face challenges where perception outweighs reality, risk aversion slows progress, and decision-making is left to a select few. Tim explores how teams can overcome these barriers, focusing on resilience, influence, and leadership to improve performance and adaptability. As the founder of Sandstone Communications and CEO of the Sandstone Foundation, Tim works internationally with teams and leaders, providing insights into leadership strategies, resilience-building, and effective decision-making. His keynotes and masterclasses offer a mix of practical strategies and real-world examples designed to help organisations operate.
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Workshops
Workshops
Mining is moving from the periphery to the centre of public debate - should it play a more prominent part in your portfolio strategy?
The accelerating transition to clean energy, electrification, and energy security is transforming global demand for metals. Critical materials such as copper, lithium, rare earths, and uranium are essential to this structural shift, while gold, silver, and platinum group metals (PGMs) continue to serve as portfolio anchors and stores of value. This session explores how these long-term trends are reshaping the investment landscape for mining and how professional investors can approach exposure in a diversified, risk-aware way. The discussion will consider the cyclicality of different metals markets, the importance of balancing concentration risks, and how a research-led approach to sub-sector allocation can help capture opportunities while smoothing returns across commodity cycles.
Workshop Objectives: To provide professional investors with insight into various metals’ strategic importance, showcase how to effectively manage cyclicality and concentration risk, and apply research-led allocation across mining sub-sectors for balanced, long-term portfolio exposure.
Company Profile: Baker Steel Capital Managers has extensive experience managing funds focused on natural resources, gold, and precious metals. Baker Steel’s investment team combines deep technical expertise in geosciences, mining, geology, and engineering with proven financial acumen, producing a strong long-term track record.
Regular on-the-ground research trips across key mining regions, including China, Africa, Canada, and Australia, enable the team to identify opportunities with superior growth potential and fundamental value. With offices in London and Sydney, Baker Steel maintains 24-hour market coverage and direct insight into global mining trends.
One of the few specialist teams with such breadth and depth of experience, Baker Steel manages ~$2bn on behalf of leading financial institutions, wealth managers, and professional investors worldwide.
Speakers
Mark Burridge
CEO, Managing Partner and Fund Manager
Mark, based in London, joined Baker Steel in 2017 and has over 30 years’ experience in the international metals and mining industry across technical, financial, and executive roles. A former geologist with Barrick Gold, he later became a ranked Metals and Mining Analyst at Merrill Lynch before co-founding Hatch Corporate Finance. Mark has held numerous senior industry roles and holds a Mining Geology degree from Imperial College London and is a CFA Charterholder.
Representatives
James Ellis
Senior Associate
James is a Senior Associate at Baker Steel, based in London, with over nine years’ experience in investment fund distribution. Before joining Baker Steel, he worked at Jupiter Asset Management, focusing on sales and marketing to professional and institutional clients in the U.K., following Jupiter’s acquisition of Merian Global Investors. James holds a BA from Cardiff University and an MSc in International Development from the University of Edinburgh.
Positioning for attractive returns in fixed income
Equity markets at all-time highs, credit spreads at all-time lows – there is clearly nothing to worry about! Markets are looking through trade policy and other risks and anticipating rate cuts by the Federal Reserve. Strong recent returns from credit markets mean that investors must think deeply to identify meaningful return opportunities. Richard ‘Dickie’ Hodges, Citywire AA rated PM of the Nomura Global Dynamic Bond Fund, discusses the outlook for global fixed income markets and how he is positioning his Fund to earn attractive total returns, whilst protecting against risks.
Workshop Objective: Investors will learn how conviction risk positions can be balanced with simple hedging techniques to create a low volatility fixed income 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. 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 ‘Dickie’ Hodges
Managing Director, Head of Total Return & Unconstrained Fixed Income
Dickie 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, for 7 years and spent 18 years at Gartmore. 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. He is responsible for all decisions on GDBF.
Representatives
Kevin McFarlane
Senior Client Portfolio Manager
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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.
The return of value: Uncovering opportunities in Global Equities
During this session, Jack Birmingham will be discussing the team’s leading unconstrained global all-cap value strategy, Robeco BP Global Premium Equities. He will touch on Boston Partners’ unique investment process, the outlook for global value and finally, why the team favour positions in Europe, UK and Japan over the US in today’s market environment.
Workshop Objectives:
- Our investment case for why value equities remain oversold in today’s market.
- Assessing the outlook for global value in a higher interest rate environment.
- Why a weaker dollar presents opportunities for global value investors.
Company Profile: Robeco is an international asset manager offering an extensive range of active investments from equities to bonds. Research lies at the heart of everything we do, with a ‘pioneering but cautious’ approach that has been in our DNA since our foundation in Rotterdam in 1929.
Boston Partners is a leading value equity specialist founded in 1995 managing over $110bn in client assets. Since its inception, Boston Partners have applied a single investment philosophy and process to every strategy that they manage. The team seek out attractively valued companies with strong fundamentals that are exhibiting positive business momentum.
Speakers
Jack Birmingham
Client Portfolio Manager
Jack Birmingham is a Client Portfolio Manager for the Boston Partners value equity strategies. Based in the London office, Jack is responsible for clients, consultants and prospects outside of North America.
Representatives
Stuart Smith
Sales Manager
Stuart Smith is a Sales Manager in the UK Wholesale team at Robeco and joined the company in October 2019. He joined Robeco from T. Rowe Price, where he worked as a Client Service executive in the London office. Stuart holds a Bachelor of Science Honours in Economics from the University of Southampton and is a CFA® Charterholder.
Zack Redden
Global reset – a new era for EM infrastructure
Emerging markets are adapting to shifting trade patterns, new tariffs, and realignments in global commerce. Jags will illustrate the critical importance of modern, resilient infrastructure - such as transport, logistics, energy, and digital networks – for Emerging Markets thrive. He will explain how we position our strategy to capitalise on these new opportunities. Join us as we unravel the “New Silk Roads” and examine how emerging markets are reimagining their place in the world economy.
Workshop Objectives: To identify the unrivalled potential for investment in the critical infrastructure required in fast growth emerging economies
Company Profile: Van Lanschot Kempen Investment Management NV is part of the Van Lanschot Kempen group, a listed company on Euronext AMX, with roots dating back to 1737.
We are active managers who bring free thinking, resolve and originality to investment decisions. This helps us to reach hard-to-access asset classes that are often missed by competitors. Placing considerable focus on active engagement we aim to unlock value in a sustainable way, guiding investors through the transition to a sustainable economy.
Van Lanschot Kempen Investment Management NV is licensed to manage UCITS and AIFs and is authorised to provide investment services under the supervision by the Netherlands Authority for the Financial Markets. As of 30/12/2024, Van Lanschot Kempen Investment Management had a total of €121.1 billion in client assets
Speakers
Jags Walia
Head of Listed Infrastructure
Jags joined us a month after the launch of the Global Infrastructure fund in 2019. He has been in the financial sector since 1995, working in London (Morgan Stanley) and Amsterdam (APG, Delta Lloyd). He has managed portfolios in the Energy, Materials, Industrials, and Technology sectors. Jags passed his CFA exams in 2008, was registered with the UK Securities and Futures Authority in 1997, and graduated in Economics from Brunel University in 1995
Representatives
Ian Penrose
Executive Director
Ian has over 25 years of experience in the investment industry. Based in our London office, he leads wholesale distribution, supporting wealth managers, fund of fund providers, private banks, and insurance companies. Before joining us he was Head of UK Distribution for iM Global Partner and earlier worked at INVESCO, Barclays, Gartmore, and SYZ Asset Management. Ian holds a BA (Hons) in Business Studies from Solent University and an Executive MBA from Bayes Business School. (Hons) in Business Studies from Solent University and an Executive MBA from Bayes Business School.