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Speakers
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Walter Pasquerelli
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.
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Mariana Spring
She was named the British Press Guild's Audio Presenter of the year and Royal Television Society Innovation winner. In her forthcoming book Among the Trolls, Marianna meets the most committed conspiracy theorists, and their victims, and reveals the consequences of disinformation, hate and online polarisation, and the risks that come with investigating it.
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Mel Young MBE
Mel is passionate about ending global poverty and also the role sport can play in society. President of The Homeless World Cup which he co-founded in 2003, which features in the Netflix movie: "The Beautiful Game" Based in Edinburgh, Mel has spoken all over the world, from the Sydney Opera House to the World Economic Forum in Davos, and to everyone from world leaders to schoolchildren. Throughout his career, Mel has met and talked with many of the world’s leaders. He has a breadth of understanding about different international cultures and is able to talk with authority of many of the world’s challenges.
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.
Speakers
Josh Duitz
Head of Global Infrastructure Portfolio Manager
Josh Duitz, Head of Global Income, Manager of abrdn Global Infrastructure Equity Fund
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 Honours. He received his BBA from Emory University.
Representatives
Sean Walter
Director of Business Development
Sean is a Director of Business Development in the UK Wholesale distribution team. For the last 5 years, Sean has covered the London discretionary channel, but now covers the North and Midlands regions, working with top IFAs, wealth managers and DFMs. He’s sitting his CAIA level 1 exam next week! Sean joined abrdn as a graduate in 2016.
Simon Cowan
Director of Business Development
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Simon Cowan is a Director of Business Development in the UK Wholesale distribution team. He joined abrdn in 2014 and is based in London. He has extensive experience of wealth managers, family offices, private banks, and research agencies. Qualifications: Simon graduated from Aberdeen University with an MA in Cultural History and holds the IMC.
Opportunities in Europe for the Growth Investor
As growth investors have been primarily focused on the US in recent years, it's time to explore growth opportunities closer to home. In this presentation, portfolio manager Darina Valkova will outline her investment strategy that seeks to benefit from the compounding power of owning shares in structurally growing, high-quality companies over the long term. With years of experience, the strategy has recently been relaunched at AllianceBernstein. Darina will explain how her team looks for visibility in companies’ long-term earnings and cash flow growth, supported by sustainable competitive advantages and high barriers to entry. The presentation will highlight a focused and disciplined approach to investing in high-quality companies for long-term growth.
Workshop Objective: Delegates will hear about growth opportunities in European companies. They will learn how this team find and invest in structurally growing, high quality companies, a process honed over many years.
Company Profile: AllianceBernstein is a leading investment-management firm with $759 billion in client assets under management, as of 30 March 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
Darina Valkova
Portfolio Manager – Europe and Global Growth
AllianceBernstein is a leading investment-management firm with $759 billion in client assets under management, as of 30 March 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.
Representatives
Lee Matthews
Head of UK Retail
Lee Matthews is Head of UK Retail, responsible for sales strategy and distribution across all channels of the UK wholesale market. Prior to joining AllianceBernstein in March 2018, he served as senior business development manager at Aberdeen Standard Investments. During his 10-year tenure there, his primary responsibilities included growing and retaining assets across the UK market. Matthews has also held roles at J.P. Morgan and Liontrust Asset Management. Location: London
Hayley Dighton
Associate Officer – UK Retail
Hayley Dighton is an associate officer for the UK Retail sales team. Her primary responsibilities include client servicing and partnering with advisors to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation. Hayley joined AB in 2018. She holds a BS in both Finance and Marketing from Ohio University and has a Master’s degree in International Business from Hult International Business School. Location: London
Fund Group Workshop
Speakers
Cormac Weldon
Fund Manager
Cormac has managed Artemis’ US equity strategies since launch. He studied accounting and finance at Dublin City University, graduating in 1987 and joining KPMG. After moving to Provident Mutual where he was a US equity analyst, Cormac spent two years as a fund manager for the British Gas Pension Fund. He joined Threadneedle in 1997, later becoming head of the North America team and the lead manager of three of its US funds. He moved to Artemis in 2014.
Representatives
Jonny Braithwaite
Sales Director, North England, Scotland
Jonny joined Artemis in September 2021 as a Sales Director, responsible for intermediary sales and relationships in the North of England, Scotland, Northern Ireland and the Isle of Man. He was previously with LGIM for two years focused on advisory and discretionary clients across the North of England. Before LGIM, Jonny spent five years as Business Development Director at Aviva Investors and eight years at Aviva. Jonny holds the Investment Management Certificate.
Adam Gent
Head of Intermediated Business
Adam joined Artemis in August 2020 as Head of Intermediated Business with responsibility for wholesale sales channels across the UK and European markets. Adam began his career in asset management in 2000 at Thesis Asset Management as a discretionary wealth manager. In 2005 he moved to Henderson Global Investors as Southern Sales Manager before joining Legg Mason Global Asset Management in 2007, heading the UK Sales business from 2010. Next Adam joined Allianz Global Investors, where from 2017 he was Managing Director and Head of Northern European Retail/Wholesale Distribution.
Positive Change in a New Paradigm
Positive Change is a global equity impact fund. Since its launch in 2017, we have experienced a global pandemic, increased geopolitical tensions and a significant change in the macroeconomic environment. There are paradigm shifts in financial markets and in sustainable development. Join us as we discuss the role of impact investing within this shifting world and the opportunities that driving real world change can bring.
Workshop Objectives:
To explore;
- How will the deep transition towards a more sustainable society touch every part of the economy?
- How can attractive investment returns and a positive impact go hand in hand?
- How can we evidence positive change?
Speakers
Kate Fox
Investment Manager, Partner
Kate is an investment manager and decision maker in the Positive Change Team. Kate joined Baillie Gifford in 2002 and became a partner of the firm in 2020. She is a CFA Charterholder and graduated MA in Economics and Maths from the University of Edinburgh in 2001.
Kate believes the financial community plays a crucial role in creating a more sustainable world for future generations. Kate’s experience analysing smaller companies has left her with a natural enthusiasm for businesses that address unmet needs or challenge the status quo, as well as an appreciation of their long-term potential.
Rosie Rankin
Investment Specialist Director
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Rosie is a investment specialist for the Positive Change Strategy, having joined Baillie Gifford in 2013 as a manager in the Clients Department. Prior to joining Baillie Gifford, she worked at Martin Currie Investment Management, Aberdeen Asset Management and Edinburgh Fund Managers. Rosie graduated MA (Hons) in Politics and Economic & Social History from the University of Edinburgh in 1997. She holds Postgraduate Diplomas from the Chartered Institute of Securities & Investments and the Chartered Institute of Marketing
Representatives
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.
Kevin Mitchell
Client Relationship Director
Kevin is a client relationship director with a focus on intermediaries in Scotland, Ireland and North East England. He initially joined Baillie Gifford in 2006 to support the Intermediary Client Team. After achieving the IMC in 2010, Kevin took up his current role at the beginning of 2011. Before joining Baillie Gifford, he worked in a marketing role for the Edinburgh-based pensions provider, Scottish Equitable, for six years.
Fund Group Workshop
Don’t forget the little guy - Why the next five years belongs to US SMID
The US domestic economy is set to benefit from unique tailwinds over the next few years: infrastructure spend, reshoring, pent-up demand for housing and improving labour force productivity. With a clear domestic focus, US small- and mid-cap companies should be outsized beneficiaries of these trends.
2023 and early 2024 have seen a narrow market driven by a combination of excitement around the prospects for large cap tech and fears of an economic slowdown. This has created a uniquely attractive entry point into an overlooked asset class which now appears well positioned from both a cyclical and structural perspective.
Henry will lay out the value he sees in the asset class and the way the strategy is positioned to benefit from some of these attractive dynamics.
Workshop Objectives:
• Learn how we expect US small caps to fare in the year ahead.
• Discover which sectors may see the strongest growth potential.
• Gain an insight into where the opportunities lie in US SMID.
Company Profile: Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management solutions. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.
Speakers
Henry Biddle, CFA, ACA
Portfolio Manager, US SMID
Henry joined in March 2012 and is portfolio manager on the US SMID Cap strategy. He joined from UK brokerage firm Peel Hunt, where he was a diversified financials analyst from December 2010 until February 2012. Prior to that, he worked at Deloitte in the banking and capital markets group and in corporate finance from October 2006 until November 2010. Henry has an MA in Classics from Trinity College, Oxford, is a qualified Chartered Accountant and a CFA charterholder.
Representatives
Neil McHaffie
Director - Business Development, UK & Ireland
Neil joined in March 2019 to focus on the development of Strategic Partnerships, North of England, Scotland and Ireland. He brings with him a wealth of experience having been in financial services for more than 20 years. Most recently, Neil was working with Carmignac in the development of their regional business, working with Discretionary Wealth Managers and Financial Advisers. Neil holds the Chartered Financial Planner and Investment Management Certificate qualifications.
Dan Churchouse
Head of Sales UK and Ireland
Dan joined in May 2017 and became Head of Sales for UK and Ireland in August 2023. Prior to joining, Dan held positions at Bloomberg, Legg Mason, Standard Life and, most recently, Kames Capital, which he joined in 2013 with responsibility for the London discretionary market. Dan is a qualified member of the Chartered Alternative Investment Association and holder of the Investment Management Certificate; he earned a BSc in Management and French from the University of Manchester.
Casting our net wide in emerging markets
Portfolio manager Nick Price will take a deep dive into his investment philosophy and approach that underpins the Fidelity Emerging Markets Fund.
Looking at the abundance of opportunities across this diverse asset class, Nick will outline his key areas of conviction and outlook for the emerging market equity universe.
He will explore how in China, the largest market in the emerging market equity universe, his focus is on identifying high-quality companies that are returning capital to shareholders, and will also highlight opportunities in countries like India, which remain strong long-term structural growth stories.
Nick will discuss how this translates into current portfolio positioning, and how his continued emphasis remains on owning well capitalised businesses with under-levered balance sheets and strong corporate governance practices.
Learning objectives:
- Understand the fundamental backdrop facing investors in emerging markets and the stocks and sectors which offer the greatest prospects for returns going forward.
- Discover why an active, disciplined investment approach is critical to navigate current macro complexities.
- Gain an insight into the overlooked opportunities in less well-known parts of this broad investable universe which offer compelling value.
Speakers
Nick Price
Nick Price joined Fidelity in January 1998 as a research analyst. In 2005, he led the development of Fidelity’s EMEA group, launching the team’s first portfolio in November 2005. Supported by a growing emerging markets team of analysts and portfolio managers, Nick was appointed to manage Fidelity’s global emerging markets equity products in July 2009. Nick holds a Bachelor of Commerce and Diploma in Accounting from the University of Natal and is a member of the South African Institute of Chartered Accountants and a CFA Charterholder.
Fund Group Workshop
Speakers
Gregg Guerin
Senior Product Specialist
Prior to working in London, Gregg was a member of the First Trust Institutional Team. Gregg is a graduate of the Booth School of Business where he received an MBA from the University of Chicago with concentrations in Finance, Economics, and International Business. While there he studied the Efficient Market Hypothesis, its known anomalies and Behavioural Finance. Thus, he is especially equipped to discuss, present and educate the market regarding a plethora of related topics, including the currently popular and confusing term “Smart Beta.” In fact, Gregg taught a course at his alma mater, Wheaton College, entitled The History and Relevance of the Stock Market. He has been immersed in the ETF industry for over 10 years and sees tremendous growth potential for the ETF market here in the UK and European markets. Gregg is passionate about Innovation and Exponential Technologies and the benefits of Thematic Investing.
Fund Group Workshop
Speakers
David Perrett
Co-Head of Asia Pacific Equities
David Perrett joined M&G as Co-Head of Asian Investment with three decades of investment experience and was appointed to the management teams of the Japan and wider Asian strategies. David was previously with Oxford-based Port Meadow Capital Management, a boutique investment firm he co-founded with Carl Vine in 2014. Prior to that, he was a Managing Director and Senior Portfolio Manager with UBS, specialising in investing capital across the Asia Pacific region and was based in Hong Kong. David also served as Chief Investment Officer, Life and Institutional for Prudential Asset Management (Hong Kong), having begun his career with Prudential (London) in 1991. David holds a Bachelor of Science, Economics from the London School of Economics and a Master of Science from the University of London.
NB Global Equity Megatrends: High conviction on long-term structural change
In an age of economic and market uncertainty, we believe investing in companies aligned to powerful secular change can help to mitigate a portfolio’s exposure to the business cycle and market sentiment. Looking through short-term volatility needs to be paired with a disciplined approach to value—“global megatrends” encompasses much more than a handful of artificial-intelligence headline makers. But together, we think these disciplines can support the genuinely high-conviction portfolios required to deliver sustained market outperformance.
Workshop Objectives: To demonstrate the strong returns that can be delivered from a disciplined, high conviction approach underpinned 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
Senior Vice President
Maximiliano Rohm, Senior Vice President, 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. Maxi began his career at Credit Suisse First Boston in their Investment Banking Division. He earned an MBA from MIT Sloan and a BA in Business and Economics from Universidad Torcuato di Tella, Buenos Aires, Argentina.
Representatives
Jonathan Geoghegan
Relationship Manager
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Jonathan Geoghegan, Head of UK Intermediary, joined the firm in 2015 as part of the U.K. Financial Institutions and Intermediaries client group and has over 20 years’ industry experience; he previously held a position at HSBC Global Asset Management for six years as Senior Relationship Manager, responsible for Financial Institution distribution relationships. Prior to this, Jonathan held similar positions at Architas Multi Managers, Invesco Perpetual and Schroders.
Tom Skinner
Relationship Manager
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Tom Skinner, Vice President, joined the firm in July 2023 as a Relationship Manager with the EMEA Client Group focusing on financial institutions and intermediary clients in the South of England and London. Tom has almost a decade of experience in the industry, covering all geographies of the UK, starting his career at Artemis Investment Management and most recently at Blue Whale Capital.
Fund Group Workshop
Speakers
Audhild Asheim Aabø
Portfolio Manager
As Portfolio Manager of the Nordea 1 – Global Diversity Engagement Fund since inception in 2019, Audhild has been in-addition portfolio manager of Norwegian Equity portfolios since 2017, with responsibility as a sector specialist on the consumer and aquaculture sector. Audhild joined Nordea as part of the graduate program in 2015. She holds a Master of Finance from the Norwegian School of Economics.
2024: A year of volatility and opportunity for Credit
2024 promises to be a banner year, whether we think of politics, geopolitics or economics, and it’s likely to be a rollercoaster for markets. Nonetheless, the unprecedented tightening cycle over the last two years means that fixed income more broadly, and credit in particular, will remain in the spotlight. The next cycle will likely be characterised by increased uncertainty and hence it’s highly likely volatility will remain elevated from a historical perspective. That said, with yields and breakevens at generational highs, opportunities are plentiful to generate long term equity-like returns in debt instruments. We believe a contrarian and value-driven approach is vital to protecting and appreciating capital in this environment. Markets have evolved, and so now must the way we approach investing in credit and fixed income.
Workshop Objectives: How to generate equity-like returns with bond-like risk: demonstrating that a contrarian, value-driven and nimble approach to credit investing is needed for better risk-adjusted returns
Company Profile: Pictet Asset Management is a specialist asset manager offering investment solutions and services to investors around the world.
As at 31 December 2023, we manage GBP 215 billion of assets across our range of pioneering and differentiating investment capabilities. Our investment resources are focused around our strategic capabilities: Alternatives, Thematics, Emerging Markets and Multi Asset.
Our purpose is to build responsible partnerships with our clients, colleagues, communities and the companies in which we invest. Our clients include some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients.
We are part of the Pictet Group, founded in Geneva in 1805, which also specialises in Wealth Management, Alternative Investments and Asset Services. Privately owned and managed by eight partners, the Pictet Group has more than 5400 employees in 30offices around the world.
Speakers
Jon Mawby
Co-Head of Absolute & Total Return
Jon Mawby joined Pictet Asset Management in 2018 and is Co-Head of Absolute & Total Return Credit. At the time of joining, he was Senior Investment Manager in the Developed Markets Credit team.
Before joining Pictet, he was a Senior Portfolio Manager at ManGLG where he was lead portfolio manager for the unconstrained bonds and investment grade strategies. Jon worked at GLG Partners for 6 years having joined to build out their capability in unconstrained bonds. In a career spanning 24 years Jon has also worked at ECM, Gartmore, Morley (Aviva Investors) and Goldman Sachs primarily managing credit portfolios across the full product spectrum from long only to long/short.
Jon holds a B.A. (Hons), Economics from Durham University and is a CFA Charterholder.
Representatives
Gary Anderson
Sales Manager
Gary Anderson joined Pictet Asset Management in 2023 as a North of UK Sales Manager. Prior to Pictet he worked for Abrdn for eight years, latterly as a Business Development Director. He also previously worked as as a Client Services Manager with Barclays Wealth. Gary began his career in financial services in 2012
Income Investing is Evergreen
Investing in income producing bond funds remains an evergreen strategy due to its ability to provide investors with a steady stream of income regardless of the market environment. This makes it an attractive option for those seeking stability and predictability in their investment portfolios.
The PIMCO GIS Income Fund is an actively managed portfolio that utilizes a broad range of fixed income securities that seek to produce an attractive level of income while maintaining a relatively low risk profile, with a secondary goal of capital appreciation.
This makes the fund appealing during all market conditions, particularly for investors seeking income and capital preservation.
Company Profile: PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.
Speakers
Gordon Harding
Vice President, Fixed Income Strategist
Mr. Harding is a vice president and fixed income strategist in the London office, focusing on multi-sector fixed income strategies. He was a fixed income specialist at UBS Asset Management, covering global rates, global credit, and unconstrained strategies. He has 18 years of investment experience and holds an undergraduate degree in economics and public policy from Leeds Beckett University in the U.K.
Representatives
Joseph McCurdy
Vice President, Account Manager - EMEA GWM
Mr. McCurdy is a vice president in global wealth management based in the London office. He is responsible for overseeing the development of PIMCO's business across the U.K. and Ireland, focusing on wealth managers, multi-managers and financial advisers. Prior to joining PIMCO in 2018, he was an investment director at Standard Life Investments. He has 21 years of investment experience and holds an undergraduate degree from the University of Dundee.
Sophia Connelly
Senior Associate
Fund Group Workshop
The Return of the Total Return Kings
As investors have continued to ignore the historically low valuation of UK equities, two types of buyers have emerged. The first is overseas corporate buyers and the second is UK companies who are now buying back their own stock at the greatest rate in recent history. This presentation will look at how we believe a combination of dividends and share re-purchases may deliver attractive total returns for investors with potentially minimal risk.
Company Profile: Redwheel is a specialist, independent investment organisation. Our active investment heritage is built on a foundation of innovation, origination and high conviction.
Our business was established in 2000 with a simple ambition: to create an environment in which exceptional fund managers can operate in a manner that allows them to maximise the benefits of their skills over the long-term.
We have always remained true to that ambition. Today, we have more than 174 people aligned to that goal, including 57 dedicated investment professionals working across seven independent investment teams.
There are three key attributes that define who we are:
• Autonomy
• Independence
• Ownership
Speakers
Ian Lance
Portfolio Manager, UK Value and Income StrategyRedwheel
Ian joined Redwheel in August 2010 to build the Redwheel UK Value and Income Team together with Nick Purves. He started working with Nick at Schroders in 2007 before joining Redwheel in August 2010. Whilst at Schroders he was a senior portfolio manager managing the Institutional Specialist Value Funds, the Schroder Income Fund and Income Maximiser Fund together with Nick. Ian started his career in 1988 and held various roles in asset management including as Head of European Equities and Director of Research at Citigroup.
Representatives
Mark Stirling
Sales Manager
Mark joined Redwheel in April 2011 and is responsible for relationships with discretionary asset managers including banks, private banks, fund of funds, family offices, and private client managers in the UK, Ireland and Channel Islands. He has over 20 years investment sales experience, starting his career at Schroders as a Regional Sales Manager, before moving on to Henderson Global Investors as an Associate Sales Director and more recently as an Account Director at Gartmore.
Roderick Loffler
Roderick joined Redwheel in April 2011. At Redwheel, he is responsible for relationships with discretionary asset managers including banks, private banks, fund of funds, family offices, and private client managers in the UK. Roderick holds the Investment Manager Certificate (IMC).
The Ugly Duckling Portfolio
The Ugly Duckling is a Hans Christian Anderson fairy tale from 1843 about a duck who was born different, he was teased and rejected by the other ducks because he didn’t look like them. No matter how hard he tries to fit in, he just doesn’t feel the same as other ducks. The sad little bird leaves home and is jeered as he struggles to find his place in the world.
Ruffer’s portfolio today feels a little like The Ugly Duckling, full of deeply unloved, beaten up and lowly valued positions. Many of our assets have already been shunned, jeered, and cast out into the wilderness by investors. But we all know how the fairytale ends...
Workshop Objectives: To provide guests with an explanation as to why the Ruffer portfolio looks different to consensus and an overview of the key positions that we think will drive returns moving forward.
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
Duncan MacInnes
Fund Manager
Joined Ruffer in 2012. He graduated from the University of Glasgow School of Law in 2007 and spent four years working at Barclays in Glasgow, London and Singapore. He is a CFA charterholder and co-manager of two of Ruffer's flagship funds
Representatives
Garrey Hamilton
Manager – UK Wholesale
Joined Ruffer in 2021, having spent the previous 14 years at RLAM and Standard Life Investments. He holds the Diploma in Regulated Financial Planning (CII) and the Investment Management Certificate (CFA). He is also a trustee of the Agnes Hunter Trust (SCIO), sitting on the investment committee.
Tim Gordon
Director – UK Wholesale
Joined Ruffer in 2021 to develop UK wholesale distribution. He previously spent five years at Robeco developing their UK business and five years at SKAGEN as Head of UK Wholesale.
Fund Group Workshop
Fund Group Workshop
Speakers
Peter Bates
Portfolio Manager, Global Select Equity Strategy
Peter Bates is the portfolio manager of the Global Select Equity Strategy in the International Equity Division . He is a vice president and Investment Advisory Committee member of the US Dividend Growth Equity, US Large-Cap Core Equity, and US Value Equity Strategies. In addition, he is a member of the Investment Advisory Committees of the Global Growth Equity, Global Focused Growth Equity, and Japan Equity Strategies. Peter is a vice president of T. Rowe Price Group, Inc., and an executive vice president of T. Rowe Price International Ltd.
Representatives
Stephen McCall
Relationship Manager
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Stephen McCall is a relationship manager for Scotland, Northern Ireland, and North East on the UK Intermediary Sales department. He also is a vice president of T. Rowe Price International Ltd.
Stephen’s investment experience began in 1999, and he has been with T. Rowe Price since 2019, beginning in the UK Intermediary Sales department. Prior to this, Stephen was employed by J.P. Morgan Asset Management in the area of UK sales. Stephen also worked in sales roles with BMO Global Asset Management and Ignis Asset Management.
Matt Jenkins
Head of Intermediary Distribution
Matt Jenkins is the head of Intermediary Distribution in the UK. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
Matt’s investment experience began in 2007, and he has been with T. Rowe Price since 2016. Prior to this, Matt was employed by Neptune Investment Management as a sales director responsible for the advisory and strategic partners team in the UK.