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Speakers
Professor David Bailey
David Bailey is Professor of Business Economics at the Birmingham Business School, University of Birmingham, UK and an ESRC ‘UK in a Changing Europe Senior Fellow’. He has written extensively on industrial and regional policy, especially in relation to manufacturing and the auto industry. He has been involved in a number of recent major projects including the Horizon2020 project MAKERS where he led the Work Package on Industrial Policy. He is Editor-in-Chief of the journal Contemporary Social Science, editor of the journal Regional Studies, and a Director of the RSA Europe Think-Tank and policy forum. Recent books include ‘Industry 4.0 & Regional Transformations’ (with Lisa De Propris) published by Taylor & Francis and ‘Carmageddon? Brexit & Beyond for UK Auto’ published by Bite-Sized Books. He has acted as a consultant for numerous organisations and companies, including being a member of the last government's Battery Strategy Taskforce. David is a regular media commenter and newspaper columnist.
Tweet him @dgbailey
Walter 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.
Tatty Macleod
Tatty is a French-British stand-up comedian and social media star. Also known as "that French TikTok lady" she has amassed over 548k followers across Instagram & TikTok, thanks to her hilarious take on the differences between French and British culture.
Born in Zimbabwe and raised in France to British parents, Tatty has a unique understanding of code switching and what it means to be a third culture kid. After graduating from the Royal Central School of Speech and Drama she ventured into the world of theatre, writing and directing work for the Lyric Hammersmith, Theatre 503 and the Southwark Playhouse amongst others. Since focusing her energy on comedy she has performed across Europe and is a regular at some of the biggest clubs in the UK, including the Comedy Store and the Glee Clubs.
Tatty's debut comedy hour - FUGUE - inspired by her bilingual and bicultural upbringing, was a total sellout at the 2023 Edinburgh Fringe Festival. She is currently on tour with the show, and has sold (to date), over 10,000 tickets - including four nights at the Soho Theatre, and two at the Clapham Grand.
Tatty is a regular contributor to the i-Paper and is currently developing her first non-fiction book.
Gee Atherton
Known across the world of mountain biking as Gee Atherton, he is one of the most decorated, all-round downhill riders the sport of mountain biking has ever seen. He’s also one of the most committed, hardest bike riders that cycling has ever seen. Full stop. His list of achievements goes on, and on, and the middle Atherton sibling has been a sensation in the sport since the age of 15: double World Champion, twice World Cup Overall Champion, a Red Bull Hardline winner, a silver medallist at Red Bull Rampage and he holds nine World Cups. The 2019 season saw Gee embark on a new venture with his very own Atherton Bikes brand alongside his sister, Rachel, where he raced and developed their new DH bike on the World Cup circuit.
His mental and physical toughness are legendary and his daring big mountain projects regularly set the internet alight. But his list of difficult moments and brutal crashes is also a long one. Sadly, it goes with the territory of pushing the boundaries. While filming his Ridgeline series in North Wales in 2021, Gee was airlifted to hospital and had to fight for his life. "I can honestly say that being injured hasn’t put me off this kind of riding," he said. "In fact it’s the complete opposite. The thought of more of these challenges is the light at the end of the tunnel, the reason I’ve pushed on with physio so early, it’s what helps me face the daily grind of painful rehab". He returned to the saddle, as he has done numerous times before in his magical career. His love of the bike shines through, and gets him ready for what’s next for one of the greatest of all time.
Workshops
Workshops
Fund Group Workshop
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 £219bn 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
Kirsty Gibson
Investment Manager
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Kirsty is an investment manager in the US Equity Growth Team. She has been involved in running the North American portfolio of the Managed Fund and Global Core Fund since 2021. Prior to joining the US Equity Growth Team, Kirsty also spent several years in the small and large-cap global equities departments. She joined Baillie Gifford in 2012. She graduated MA (Hons) in Economics in 2011 and MSc in Carbon Management in 2012, both from the University of Edinburgh.
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
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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
Company Profile:
Carmignac is one of the leading independent asset management firms in Europe. It is fully owned by the founder, his family, and employees. Founded in 1989, Carmignac values excellence and relies on a strong entrepreneurial culture, which is reflected in the freedom and courage the investment team has to develop strong convictions and implement them.
We are active managers and committed partners to our clients. Our sole mission is to offer investors the best in active and alternative management to help them achieve their long-term goals while contributing to building a more sustainable world. We are transparent about our investment decisions and always take responsibility, prioritising the interests of our clients. We have made this conviction our brand signature: "Investing in your interest".
Speakers
Obe Ejikeme
Fund manager
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Obe Ejikeme is a Fund Manager within the Global Equities team. Obe joined Carmignac in 2014 as Quantitative Equity Analyst. He started his career in 2003 at FactSet Research Systems as a Senior Consultant. Then, he worked for seven years at Bank of America Merrill Lynch where he was Head of European Equity and Quantitative Strategy. Obe holds a Bachelor degree in Computer Science from the University of Hull.
Representatives
Gavin Ward
Head of UK Business Development
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Gavin leads the UK Business Development team for Carmignac, working with Wholesale, Retail and Institutional intermediaries across the UK and Ireland. Gavin joined Carmignac in 2023, having previously worked in senior distribution roles for Invesco, Standard Life Investments, Fidelity and Aviva. He has worked alongside some of the leading investment teams in the industry, across multiple asset classes.
Gavin is a CFA Charterholder and passionate about continuous professional development.
Harriet Noble
Business Development Manager
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Harriet is a Business Development Manager, leading Carmignac’s relationships with professional intermediaries across the South of England, Midlands and Ireland. Harriet started her career at Last Word Media, as an account manager developing asset manager relationships. Harriet subsequently joined Jupiter in 2021 to manage intermediary relationships, particularly focusing on the Midlands and East Anglia, before joining Carmignac in 2024.
Fund Group Workshop
Company Profile:
Fidelity International offers investment solutions and services and retirement expertise to more than 2.9 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $925.7 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers, and wealth managers, to private individuals. Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $560.4 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
(Data as at 30 September 2024)
Speakers
Mike Riddell
Portfolio Manager
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The Many Flavours of Income
This presentation will highlight the significance of income generation in client portfolio construction, particularly for those seeking reliable income streams. We will delve into the Fixed Income sector, exploring various strategies designed to deliver attractive yields. Attendees will gain insights into how to effectively leverage fixed income investments to meet client needs and enhance overall portfolio performance.
Workshop Objective:
Workshop objectives include understanding income generation in portfolio building, exploring Fixed Income strategies, and learning how to enhance client yields through effective investment approaches.
Company Profile:
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.
Speakers
Gordon Harding
Fixed Income Strategist, PIMCO
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Mr. Harding is a vice president and fixed income strategist in the London office, focusing on multi-sector fixed income strategies. Prior to joining PIMCO in 2019, he was a fixed income specialist at UBS Asset Management, covering global rates, global credit, and unconstrained strategies. Prior to that, he spent more than 12 years on M&G Investments' fixed income team, most recently as an investment director, communicating the team's fixed income strategies to a wide range of clients and prospects. He has 19 years of investment experience and holds an undergraduate degree in economics and public policy from Leeds Beckett University in the U.K.
Representatives
Paul Keogh
Account Manager, UK Wealth Management
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Oliver Van Nairn
Account Manager, UK Wealth Management
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Mr. Van Nairn is a vice president and account manager in the U.K. distribution team, responsible for servicing advisory and wealth management businesses in the South of England. Prior to joining PIMCO in 2024, he was a business development manager at Royal London Asset Management, where he worked for six years building intermediary client relationships across the U.K. Previously, he worked at BNY Mellon Investment Management within the EMEA product marketing team. He has nine years of investment and financial services experience and holds an undergraduate degree from Lander University in South Carolina, U.S. He also holds the Investment Management Certificate (IMC), Investment Advice Diploma (Securities), and Certificate in ESG Investing.
Fund Group Workshop
The diversification toolkit: Efficient and Cost Effective
2024 was a banner year for US-focused investors, particularly those allocating to large-cap and technology stocks. Will this winning formula continue?
Market diversification ultimately outperforms concentration over the long haul. Mastering the diversification toolkit with a focus on efficient and cost-effective implementation is therefore crucial to safeguard returns.
Workshop Objective:
Understand the historical and current dynamics of global equity market concentration
Explore various diversification routes, from regional equities to alternative investments
Assess product quality and implementation considerations.
Company Profile:
Xtrackers, the passive solutions platform by DWS has one of the largest and most established product ranges in Europe, with a global presence and more than £200 billion in assets under management (as of January 2025). Xtrackers has an index track record going back over 20 years and offers a broad range of efficient, high-quality ETFs and ETCs on all major asset classes – equities, bonds and commodities, as well as bespoke strategies through index funds and segregated mandates. Xtrackers provides numerous building blocks across all wrappers for traditional investment strategies, ESG strategies (environmental, social, governance), sector and factor investments, as well as innovative products on thematic investments and future trends.
Speakers
Lukas Ahnert
Senior Product Specialist Xtrackers
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Lukas Ahnert is part of the Xtrackers Index Strategy & Analytics team within the DWS Product Division. In his role, he is particularly involved in the design and analysis of passive index strategies, including the Xtrackers ETF range. Lukas Ahnert joined DWS in 2018 and holds a Master in Finance from the University of St. Gallen and a Master in Economics from the University of St. Andrews.
Representatives
Alex Boggis
Coverage Specialist
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Alex Boggis joined Xtrackers in 2024 to work with Alex Wheelan as part of the growth of the UK Wealth Team. Alex as spent the last 4 years working at a boutique manager Alquity Investment Management covering UK sales for their ESG products. Before that, he was at Aberdeen Asset Management for 24 years initially in the UK but heading their Hong Kong business from 2000 until 2019. Based in the South, Alex’s role as Business Development Manager, South of the UK ex-London focuses on supporting national & regional discretionary wealth managers, managed portfolio service providers and Independent financial advisers. Michelle Tek
Coverage Analyst Xtrackers
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Michelle has joined Xtrackers by DWS in 2022 as a Coverage Specialist looking after the UK wealth and institutional market. Before joining DWS, Michelle was an investment manager at Deutsche Bank International Private Bank (IPB) catering for UHNW clientele, family offices and entrepreneurial families in EMEA. She previously completed her MSc (Hons) Digital Transformation (FinTech) at ESCP Business School and Bachelors in Accounting and Finance at Exeter University.