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Peter van Manen
Peter van Manen spent over 20 years at one of motorsport’s most famous names, McLaren. As MD of the company’s electronics, data and technology division, he led developments in both the Formula 1 team as well as partnerships outside sport from aviation to healthcare.
A career engineer, he has been involved in technological developments that have changed industries and been adopted as standards. In F1, Peter has been a part of huge advances, from the first introduction of active suspension to today, where each car produces over 750 million data points from 500 parameters in real time over the course of a race. Since then, technology has become a huge factor in arguably the most cutting-edge sport, from engineering and design to in-race communications and car set-up.
Peter considers the power of innovation, not just to create new processes and products, but also to solve problems so that resources can be dedicated to other areas. Peter looks at what working with data has taught McLaren in order to help other sports and industries. He examines the use of F1 methods of telemetry and data collection in applications like the intensive care baby unit at Birmingham Children's Hospital, where the use of real time analysis has seen a 25% decrease in life-threatening incidents. He also looks at how technology will be used in the smart city of the future, adopting data platforms and systems to monitor environment, transport, energy, utilities and infrastructure.
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Workshops
Workshops
The accelerating move to energy independence
Thiemo Lang, Senior Portfolio Manager of the Polar Capital Smart Energy Fund, will discuss the indispensable role clean energy will play in the transition to energy independence and why the structural growth towards decarbonisation and electrification is one of the most exciting, multi-decade investment themes. Thiemo will also explore how political developments have impacted energy markets over the past year, adding to and accelerating the long-term momentum of clean energy and providing new opportunities for investors.
Workshop Objective: To understand how the Polar Capital Sustainable Thematic Equity team invests in companies at the forefront of the global transition towards a cleaner, more efficient, and sustainable energy future.
Company Profile: With a collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. Since its foundation in 2001, it has grown steadily and currently has 14 autonomous investment teams managing specialist, active and capacity constrained portfolios, with combined AUM of £19.2 billion (as at 31 March 2023).
Speakers
Thiemo Lang
Senior Portfolio Manager
Thiemo Lang, Senior Portfolio Manager of the Polar Capital Smart Energy Fund will discuss how the shift towards renewable power generation and decarbonisation has become more urgent than ever, explaining how his team of experienced analysts looks for those companies that are at the forefront of global change and have the potential to deliver significant opportunities over the long term.
Representatives
Charles Empson
Sales Director
Charles joined Polar Capital in April 2016 and has over nine years’ experience in wholesale distribution within the UK. He is responsible for distribution to discretionary investors in London, including family offices, private client investment managers and fund of funds propositions. Prior to Polar Capital, Charles worked on the distribution team at Legg Mason.
Adrian Cornwall
Sales Director
Adrian joined Polar Capital in June 2014 and has over fifteen years’ experience in wholesale and institutional distribution. He is responsible for distribution to discretionary investors in London, including wealth managers, fund of funds and family offices. Prior to Polar Capital, Adrian worked at Impax Asset Management and in European Equity Sales at Robert Fleming.
Thematics: Only growth and momentum investing in disguise?
Speakers
Lukas Ahnert
Senior Product Specialist - Xtrackers Index Strategy & Analytics
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.
Investing in food and water systems for a sustainable future
By 2050 the world will need to produce 70% more food and drinking water, whilst producing less carbon and using 70% fewer resources. The current global food and water system is grossly unsustainable, and if left unchecked will use the world’s entire carbon budget in the next 30 years.
Regulation, consumer behaviour, and new technology are changing fast, and are now starting to impact the long overdue change that is required to make the whole system less carbon intensive, wasteful and polluting, whilst improving biodiversity and encouraging healthier diets globally.
It is estimated that this change will require around $30trillion of capital reallocation by 2050, creating significant opportunities for investors in the wide array of companies and subsectors within the global food and water system.
Workshop Objective:
- To explore why the food and water value chain can be an attractive long-term investment opportunity
- To learn examples of what structural changes food and water systems must undergo
- To gain a better understanding of how the current food and water system globally is not sustainable
Speakers
Mark Lacey
Head of Global Resource Equities
Mark Lacey is Head of Global Resource Equities at Schroders, which involves being the fund manager for the Commodities strategy. He joined Schroders in 2013 and is based in London.
In 2006, Mark was ranked as No.1 Energy Investment Specialist in the 2006 Thompson Extel Survey. He was previously a Portfolio Manager at Investec from 2007 to 2013, which involved managing the global energy funds. Prior to this he was a Head of Global Energy at Goldman Sachs International.
Representatives
Stephen Green
UK Sales Director
Stephen Green is a UK Sales Director which involves managing the client relationship with predominantly London-based advisers. He joined Schroders in 2011 and is based in London.
He was the Head of Collective Investments (IFA and Partnership) at Aviva Investors from 2007 to 2009.
E: Stephen.green@schroders.com
T: 020 7658 5781
Alexander Ross- Parkinson
Strategic Partnerships Director
Alex joined Schroders’ Pan European Investment Research team in 2002. In October 2004 he assumed responsibility for Investment Trust Business Development at Schroders and in 2008 moved to join the UK Intermediary Business Development Team. Alex is responsible for looking after major financial institutions, wealth managers and family offices in London.
The AI race is on. What will it take to win?
Rapid developments in AI herald the next chapter of the information age. Today, we are in the very early stages of the AI adoption cycle, but the opportunity is enormous.
The question is, who can ride the wave of technological progress to create AI solutions that deliver efficiency gains and ultimately impact the bottom line?
Alongside technical capability, we believe integration of business logic and ethics could prove decisive as AI leaders vie for pole position. Join us at the Citywire Thematics Forum in London on 27 June to discover the key capabilities we believe will separate the best from the rest in AI.
Workshop Objective:
• Present the opportunity to invest in AI
• Propose a framework to identify leading AI companies and demonstrate why many growth opportunities lie ahead as we are only just starting to see the benefits of operational AI and LLMs in large enterprises
• Promote the L&G Artificial Intelligence UCITS ETF and underline the active research and rules-based implementation LGIM uses across the thematic ETF range
Speakers
Steve Grey
Head of Wealth Management, LGIM
Steve is Head of Wealth Management Sales with responsibility for LGIM’s promotion of funds to multi asset, multi manager, wealth managers and stockbrokers. Steve joined LGIM in July 2016 from AXA Investment Managers where he held the title of Head of London Discretionary Sales. He was responsible for promoting the range of AXA Investment Managers Funds to multi asset, multi manager, wealth managers and stockbrokers during a period of strong asset growth. Prior to that, Steve held various positions within the Sales Team at both AXA Investment Managers and Framlington Unit Management building up strong client relationships and a successful sales record.
Axel Belorde
Head of Business Development EMEA & Asia, ROBO Global
Axel Belorde joined ROBO Global in 2021 from data & analytics company Palantir Technologies where he was responsible for building new commercial partnerships. Axel worked with customer operational and technical leadership as well as data engineering teams to best leverage Palantir Foundry’s analytics and AI capabilities to solve operational business problems. Prior to Palantir, Axel spent 7 years in investment management in London at hedge fund investor Liongate Capital, BlackRock, and LGIM. Axel joined LGIM, UK’s largest investment management firm, in 2015 and led the provision of investment solutions to private banks, asset managers, wealth managers and other organisations across French-speaking Europe and Italy. Axel is an MSc in Management & CEMS graduate from the London School of Economics (LSE) and HEC Paris. He also holds an MSc in International Relations from the LSE and an Institut d’Etudes Politiques degree in France. Axel has followed the executive programme on Artificial intelligence at MIT. Axel is a dual French – British national, originally from Brittany, and speaks Italian.
Representatives
Focusing on the ‘S’ in ESG: the untapped potential of the longevity economy
The social and economic implications of ageing populations globally are becoming increasingly apparent. As well as the traditional populations in the US, Europe, and Japan, countries like China are ageing more rapidly than ever before. This poses several challenges such as declining working-age populations, rising healthcare costs, growing pension savings gap and changing demand drivers within the economy linked to products and services for older people. Pacific Longevity & Social Change seeks to identify high quality companies with proven operating models that provide products and services which cater to changing consumption patterns driven by shifts in demography. As an Article 8 fund the team are committed to promoting ESG characteristics with a particular emphasis on the Social dimension within ESG.
Workshop Objective:
1. Demographic trends and the implications for consumption and spending patterns
2. How integrating social factors into portfolios can drive returns
3. The importance of the “Social” dimension within ESG
Company Profile: Pacific Asset Management (PAM) is an independent asset manager responsible for more than $4.8bn of assets. Fresh and progressive, PAM is rethinking the conventions of how asset management works. Its single manager business focuses on high-conviction investing in less efficient markets, where it believes active managers can outperform. Alongside the Longevity & Social Change strategy, it also offers emerging market equity and G10 macro rates solutions. PAM’s technology-enabled model portfolio solutions are available on all major platforms.
Speakers
Dani Saurymper
Portfolio Manager
Dani Saurymper is the Portfolio Manager in Pacific's Longevity and Social Change team. Prior to joining PAM in July 2021, Dani worked at AXA where he was Portfolio Manager for the AXA Framlington Longevity Economy fund. He was also Portfolio Manager of the AXA Framlington Health Fund and research lead for Health and Ageing & Lifestyle at AXA IM Framlington Equities. Dani has over 20 years' experience in the Healthcare sector.
Representatives
Nick Lemis
Head of UK Wholesale
Nick Lemis is the Head of UK Wholesale, responsible for distributing PAM’s single manager range of funds. Nick joined from DCI where he was Senior Product Specialist with responsibility for distributing DCIs product range and investment capabilities to a broad range of clients in Europe. Prior to joining DCI, Nick was Head of UK Wholesale Distribution at GAM covering Intermediaries, Advisers, Private banks and Investment managers across UK, Ireland, Africa and Greece. Nick began his career at Tradition Brokers.
Jonno Ross
Associate Director
Jonno is an Associate Director at Pacific and joined the firm in September 2022. He is primarily focussed on distribution of PAM’s single manager range of strategies. Prior to arriving at Pacific, Jonno spent 7 years at Waverton Investment Management where he worked with institutional and wholesale investors across the UK, Europe and Offshore markets.
Workshops
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Speakers
Speaker Name
Job title, Company name
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Representatives
Representative Name
CEO, Barclays
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Workshops
Workshops
Fund Group Workshop
Speakers
Representatives
Growth investing for a sustainable world
Sustainable in both senses of the word – enduring growth and enduring good. That’s a noble aim against a backdrop of broken ESG investing - where backwards-looking, box-ticking approaches pervade, and broken growth investing - where innovation is dead and value is back in vogue. But that aim is indeed achievable for those that take a wide angle lens on sustainability. Portfolio Manager Toby Ross will discuss how the Baillie Gifford Sustainable Growth Fund harnesses powerful positive feedback loops to drive meaningful outperformance over the long term.
Workshop Objective:
1. What is the single best predictor of long term share price outperformance?
2. How can we reframe our thinking to see sustainable investing as a world of opportunities, rather than a downside protection strategy?
3. Can a business be impactful not just through its products or services, but its business practices too?
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 51 partners all of whom work in the business.
We currently manage or advise some £227.5bn on behalf of clients worldwide.
Speakers
Toby Ross
Investment Manager
Toby is an Investment Manager on the Sustainable Growth Team and will be a Partner in the firm from May 2023. He first joined Baillie Gifford in 2006, as an analyst on the UK equities team. He joined the Global Income Growth team as an Investment Manager in 2013, and in this role, he helped to develop the team’s approach to responsible investment. He became the Joint Manager of The Scottish American Investment Company PLC (SAINTS) in 2017. In 2022, Toby assumed the leadership of the Sustainable Growth Team. He graduated MA in English Literature from the University of Cambridge in 2006 and is a CFA Charterholder.
Representatives
Harry Driscoll
Client Service Manager
Harry is a client service manager and a member of the UK intermediary sales team. He joined Baillie Gifford in 2020. Prior to joining Baillie Gifford, Harry spent nine years as a fund research analyst. Harry is a CFA charter holder.
Simon Gaunt
Director, Intermediary Clients
Simon joined Baillie Gifford in 2015 and is a Director, Intermediary Clients, covering the London area. Simon has over 20 years’ experience, and prior to Baillie Gifford he worked at Panmure Gordon in investment trust sales. Prior to investment banking, Simon was also a Sovereign Risk Analyst at Dun & Bradstreet. Simon graduated in Economics and Geography from the University of Middlesex in 1989.
Time to consider an allocation to Sustainable Infrastructure?
Tommy Kristofferson, Fund Manager of the EdenTree Green Infrastructure Fund discusses the case for sustainable infrastructure and why now is a great time to invest in this $10 trillion global opportunity.
Tommy will also discuss how infrastructure is a genuine third asset class, providing diversification against inflationary headwinds and ongoing market uncertainty by investing in alternative sources of growth and income.
Given no two companies are the same, we believe the best way to access this market is to invest in a diversified and balanced portfolio of innovative companies providing solutions with positive environmental outcomes.
Workshop Objective: To provide an introduction to sustainable infrastructure and why investing in a diversified and balanced portfolio can help mitigate inflationary headwinds by investing in alternative sources of growth and income.
Company Profile: EdenTree is a responsible and sustainable investment manager with a strong heritage of delivering Performance with Principles. We serve the financial adviser community across the entirety of the UK, with dedicated regional sales directors providing exceptional levels of client support. We have been continuously recognised for the strength of our proposition, being awarded the title of ‘Best Ethical Investment Provider’ at the Moneyfacts Life & Pensions Awards for 14 consecutive years (2009-2022).
EdenTree are part of the Benefact Group – a charity owned, international family of specialist financial services companies that give all available profits to charity and good causes. We’re built on the idea that better business, can better lives.
Speakers
Tommy Kristoffersen
Fund Manager
