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Speakers
Anatole Kaletsky
Anatole Kaletsky is co-founder, chairman and chief economist of Gavekal. Before founding Gavekal he worked for 30 years as an economic journalist and commentator at the Financial Times, The Economist, and the London Times. He is also chairman of the Institute for New Economic Thinking, a foundation created to reform academic economics after the 2008 global financial crisis. His book Capitalism 4.0, on the post-crisis transformation of the global economy, was nominated for the 2011 Samuel Johnson Prize.
Gavekal extends a warm invitation to Citywire readers to a one-month, no-obligation free trial to Gavekal Global Macro Research and Gavekal Dragonomics (China macro research) sent via daily and weekly newsletters.This will allow you to evaluate if the Gavekal team could add value to your work process.Click here to access your free trial.
Tobias Ellwood
Tobias Ellwood is a former British Army Officer, senior UK parliamentarian and now writer and commentator on National Security & Foreign Policy issues.
As a former Foreign Minister, Defence Minister and Chair of the House of Commons Defence Committee he’s been at the forefront in helping shape & critique UK security and foreign policy – in ever increasingly turbulent times.
During his time in frontline politics, he met Heads of State and senior officials from around the world, addressed international summits and attended COBRA & National Security Council meetings here in the UK.
Tobias is a dual UK/ US national (born in New York due to his father’s posting at the UN). He grew up in Germany and Austria and has visited almost 100 countries across the globe. He served in the Army with Tim Peake, worked in the Middle East with John Kerry and even had a private cup of tea with President Putin in Baku!
Tobias comes from a family of teachers that’s helped his appreciation for cognitive thought. Learning how to think – not what to think. By character he is an interventionist – throughout his life he’s sought to step forward to make a positive difference and challenge the status quo.
Twice in his life – he had to confront terrorism. Firstly, losing his brother in the Bali Bombings in 2002 and secondly his involvement in the Westminster Bridge attacks in 2017. These experiences have very much influenced his political outlook and focus.
During his time in Parliament, he gained a reputation for having the courage to speak out and challenge Party positions especially when they went against the nation’s interest. In all the work he now does – there’s a common theme of encouraging Britain to play a greater leadership role, as our world enters a dark and ever more complex chapter.
Chris Barrie
Chris Barrie is a much-loved British actor, impressionist, and presenter, best known for his iconic television roles and distinctive voice work. To millions, he’s instantly recognisable as Arnold Rimmer, the hilariously pompous hologram from the cult sci-fi comedy Red Dwarf, and as Gordon Brittas, the well-meaning but infuriating leisure centre manager in BBC1’s The Brittas Empire.
Chris’s television career took off in the 1980s when he joined the ground-breaking satirical series Spitting Image as one of its principal voice artists, lending his talents to a host of characters including his Majesty King Charles and Paul Daniels. This voice work helped cement his place in the British comedy landscape.
His acting credits span far beyond Red Dwarf. He’s appeared in Blackadder III, Happy Families, and Zastrozzi, and took the lead in the national theatre tour of Totally Foxed. On the big screen, he featured in both Tomb Raider films as Angelina Jolie’s trusty butler, Hilary.
Beyond acting, Chris has established himself as a popular presenter and engineering enthusiast. His Discovery Channel series Massive Engines, Massive Machines, and Massive Speed showcased his love for all things mechanical. This passion continued with Britain’s Greatest Machines for National Geographic, where he explored the UK’s rich engineering heritage with enthusiasm and humour. His work in this space earned him an Honorary Doctorate of Technology from Loughborough University in 2010.
Laura Kenny
Dame Laura Kenny is Britain’s most successful female Olympian and the first British woman to win gold at three consecutive Olympics. With 6 Olympic medals (5 gold, 1 silver), 7 World titles, 14 European titles, and 2 Commonwealth titles, she is a velodrome legend.
Rising through the ranks as a teenager, she made her Olympic debut at London 2012, winning two golds, and repeated the feat at Rio 2016. After giving birth in 2018, she returned for Tokyo 2020, overcoming setbacks to win the Madison and become Britain’s most decorated female Olympian.
After retiring in March 2024, Laura stepped straight into the media landscape, working with the BBC throughout the Paris Olympics.
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Workshops
Workshops
Fund Group Workshop
Fund Group Workshop
Speakers
Thomas Bilbe
Portfolio Manager
Tom joined Acadian in 2024 and is a Portfolio Manager on the Equity Team. Before joining Acadian, he was group head of asset allocation at Quintet private bank, where he was responsible for leading Quintet’s asset allocation function, including setting the strategic and tactical investment direction for the group. Prior to that Tom was a senior portfolio manager at State Street Global Advisers in the quantitative equity team. He holds an MSc in finance and investment from the University of Edinburgh Business School and a BEng mechanical engineering with management from the University of Edinburgh.
Representatives
Joseph Yearley
Joseph joined Acadian Asset Management (U.K.) Limited in 2015 and is a Consultant Relations Officer, focusing on European business development and consultant relations efforts. Prior to joining Acadian, he was a senior investment analyst at Towers Watson. He holds a Bachelor of Science in economics – 2:1 (Hons) from University of Essex. Joseph is a CFA charterholder and holder of CFA U.K.'s Investment Management Certificate (IMC).
Jai Desai
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Jai joined Acadian Asset Management (U.K.) Limited in 2019 and supports the firm’s UK business development and consultant relations efforts. Prior to joining Acadian, he worked in Capital Introductions covering the spectrum of Hedge Fund and Private Market strategies. He holds a B.Sc. in Biomedical Sciences from Queen Mary University of London. Jai is a CFA and CAIA charterholder.
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Fund Group Workshop
Speakers
Amy Leishman
Client Relationship Manager
Amy is a client relationship manager in our Clients Department and joined Baillie Gifford in 2023. Prior to joining the firm, she worked as an associate in Goldman Sachs’ alternatives business, focusing on ESG regulation and strategy. For the majority of her career, Amy has been a policy advisor in the UK Government, working across Cabinet Office, DEFRA, and UK Government Investments. She holds a First Class Honours degree in Scots and English law from the University of Dundee.
Fund Group Workshop
Fund Group Workshop
Speakers
Martin Jost
Head of Product Specialists
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Based in Paris, Martin is CFM's Head Product Specialists within the Business Development team, working with institutional investors globally. He works closely with the Research team and is responsible of a team running technical analyses for clients and communicating CFM’s investment approach for its various investment programs. Martin has over 15 years of experience in the financial industry and has previously worked in London in the Investment Banking division of Rabobank and Société Générale, where he structured equity derivatives and hybrid trading strategies. He graduated from Centrale-Supélec engineering school, earned a BS. in Economics from Université Paris Sud, and an MSc in Finance with Distinction from Imperial College London where he studied financial engineering.
Fund Group Workshop
Fund Group Workshop
Fund Group Workshop
Speakers
Samantha Lamb
Head of Fixed Income
Samantha is the Head of Fixed Income at GIB Asset Management and has overall responsibility for GIB's Fixed Income capabilities. Samantha holds a BA in Economics and Philosophy from the University of Leeds and is a CFA Charterholder.
Samantha joined GIB AM in 2021 from Aberdeen, where she was Head of Environmental, Social and Governance (ESG), Fixed Income. Part of a team responsible for £180bn of AUM, Samantha led the integration of sustainability considerations into investment decisions and drove sustainability innovation through, for example, launching one of the first SRI Corporate Bond funds. Samantha previously held the position of Investment Director, Fixed Income at Standard Life Aberdeen and over her more than 17 years of experience, has had roles at Aegon Asset Management, JP Morgan and Dresdner Kleinwort Wasserstein.
Infrastructure: the backbone of both society and your income portfolio
As the world transitions to a low-carbon economy and demand for essential infrastructure surges, infrastructure has emerged as a compelling investment opportunity. The asset class provides long-term, predictable income via infrastructure that is critical to modern society – infrastructure ranging from renewable energy to social housing.
Infrastructure also offers attractive risk-adjusted returns, benefiting from inflation-linked cash flows and government-backed revenues. With growing policy support for infrastructure investment and an increasing need for private capital Gravis is well-positioned to capitalise on these trends while delivering stable, long-term, and predictable income to investors.
Now is the time to invest in the assets that power the economy, secure, essential, and built for the future.
Workshop Objectives:
1. Identify at least three key reasons why infrastructure investments are particularly attractive for income investors.
2. Explain how inflation-linked revenues from infrastructure assets can serve as a hedge against inflation and compare the stability of these returns with traditional income sources like bonds and dividends.
3. Evaluate current investment opportunities in the renewable and clean energy infrastructure sector and identify at least two ways these investments can provide both high yield and portfolio diversification.
Company Profile: Investment ideas for the long run
When we talk about the long run at Gravis, we’re not just thinking about returns. The way we see it, the most reliable returns are linked to the assets that are most vital to society and the economy.
That’s why we invest in things that will be needed for many years to come. Building on our investments in hospitals, schools and student accommodation we’ve expanded into increasingly important areas, such as renewable energy generation, supported living, logistics and data centres, to name but a few.
Gravis gives investors access to the more stable and predictable side of many of today’s most exciting themes – from infrastructure and real estate to clean energy and digital assets. Whatever the sector, and whether it’s through public or private markets, the result we aim for is reliable, long-term income for all our investors.
Speakers
Phil Kent
CEO, Gravis
Phil joined Gravis in 2015 and serves as the CEO. Phil is actively involved in the management of Gravis' direct infrastructure and real asset investments, and has led investments across a range of energy, renewable and social infrastructure asset classes. He is a lead manager to the GCP Infrastructure Investments and GCP Asset Backed Income funds. Phil also leads the delivery of Gravis' strategic objectives, working closely alongside Gravis' shareholders and other stakeholders.
He has 20-years of experience in the energy and environmental sectors having joined Gravis from Foresight Group. Prior to Foresight, Phil has experience across a number of energy and commodity sectors.
Phil graduated with a degree in Geography from Oxford University.
Representatives
Cameron Gardner
Director, Head of Distribution
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Cameron is a Director at Gravis and is Head of Distribution. She is a member of the Responsible Investment Committee. She joined Gravis in April 2019 from Neptune Investment Management, where she was responsible for covering the Southwest, Midlands and Wales. Prior to that Cameron worked at Ardevora Asset Management where she supported the Head of Institutional clients. Cameron graduated with a degree in Geography from the University of Cambridge and holds the Investment Management Certificate.
Ollie Matthews
Sales Director
Ollie is a Sales Director with responsibility for the south of England. For over 20 years, Ollie has been an investment fund promoter and distributor in the South of England. He has worked extensively with independent financial advisers, private banks, wealth managers, family offices, stock brokers and discretionary fund managers. During this time Ollie launched Threadneedle into the UK retail market, launched the industry’s first dedicated television channel, Asset.tv, raised AUM for various boutiques and developed innovative investment funds. He has a BA in Financial Services and the Investment Management Certificate.
Fund Group Workshop
Speakers
Georg Elsaesser
Senior Portfolio
Georg is a Senior Portfolio Manager in the Invesco Quantitative Strategies team based in Frankfurt. He has long-standing experience in the area of systematic investing and assumes responsibility for a broad range of factor-based investment strategies. Georg has 25 years of business experience and joined the Invesco team in 2016. He previously held senior positions at Allianz Global Investors, WestLB, CologneRe and HSBC. He received a Diploma degree in Financial Mathematics from the University of Dortmund, Germany, in 1999.
Chris Mellor
Before joining the Invesco ETF business in 2015, Chris worked as an investment strategist, focusing on market timing and tactical allocation across regions, sectors and styles. He began his career as a graduate trainee in the Equity Research department of Société Générale, before going on to work for Credit Suisse and State Street Global Markets. Chris holds a DPhil in Inorganic Chemistry from the University of Oxford.
Fund Group Workshop
Speakers
Callum Abbot
Executive Director
Callum Abbot, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He is a member of the Core investment team. An employee since 2012, Callum joined the firm as a graduate trainee. Callum obtained a BA (Hons) in Geography and Management at the University of Cambridge and is a CFA charterholder.
Fund Group Workshop
The Compelling Investment Case for Small Cap Equity Investing
Understanding the investment opportunity provided by an actively managed, high-conviction, U.S. small cap strategy with a disciplined investment approach to stock selection, risk management, and a long-term time horizon.
In this session, we will discuss the reasons why U.K. investors should consider an allocation to this asset class. Topics include:
• The definition of small cap
• The opportunities with actively managed U.S. small caps
• Why high-conviction investing
• Valuations of U.S. equities and U.S. small caps
Workshop Objectives: Educate investors on the benefits of adding small capitalization stocks to an asset allocation with an actively managed, high-quality investment approach and the value in adding the asset class now.
Company Profile: Kayne Anderson Rudnick Investment Management, LLC (“KAR”), headquartered in Los Angeles, CA, was founded in 1984 by two successful entrepreneurs, Richard Kayne and John Anderson, to manage the funds of its principals and clients.
Since its inception, the firm has followed a philosophy of investing in “high-quality” companies resulting in high conviction portfolios. KAR now manages $69.8 bn (as of 30 September, 2024) of AUM, entrusted by multiple client types including corporate and public pension plans, foundations, endowments, brokerage firms, and high-net-worth individuals. The firm’s range of investment strategies all embody its unified high-quality investment approach.
KAR is a wholly owned subsidiary of Virtus Investment Partners, Inc. (NYSE: VRTS).
Speakers
Ben Falcone, CFA
Managing Director, Client Portfolio ManagerKayne Anderson Rudnick Investment Management, LLC
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Ben Falcone is Managing Director and Client Portfolio Manager at KAR.
Prior to joining KAR in 2023, Mr. Falcone served as client portfolio manager at Vontobel Asset Management since 2015. He previously held portfolio manager roles at Echo Point Investment Management and Morgan Stanley and was a research analyst at BlackRock. He began his financial career in 1996 at Merrill Lynch Asset Management in operations and client services.
Mr. Falcone earned a B.A. in business economics from The College of Wooster. He is a Chartered Financial Analyst® (CFA®) charterholder.
Representatives
Stephen A. Rigali, CFA
Executive Managing Director, member of the Executive Management Committee Kayne Anderson Rudnick, Investment Manager of the Virtus GF Small Cap Focus Fund
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Stephen is a member of KAR’s Executive Management Committee that formulates the firm’s overall business strategy. He started in the industry in 1979. Before joining the firm in 1991, he was a Vice President at Shearson Lehman Brothers. He earned a B.S. in Business and Economics from Loyola Marymount University. Stephen is a CFA charterholder.
Barry Keane
Managing Director, European Business DevelopmentVirtus International Fund Management Limited
Barry serves as Managing Director, European Institutional Business Development for Virtus Investment Partners International Ltd. He joined Virtus in June 2016. Prior to joining Virtus, he held senior business development positions at Alliance Trust Investments and BlackRock Investment Management. Barry earned a B.A. in economics and English from the University of Galway, Ireland, and an M.B.A. from the University of Durham, U.K.
Fund Group Workshop
Speakers
Benjamin Tingling
Institutional Portfolio Manager
Benjamin Tingling is an institutional portfolio manager, in this role, he participates in the research process and strategy discussions, assesses portfolio risk, customizes portfolios to client objectives and guidelines and manages daily cash flows. He also communicates investment policy, strategy and positioning. He is based in London.
Benjamin joined MFS in 2014 in his current role. He previously worked for Man Group Plc for six years, most recently as a derivatives and client on‐boarding associate.
Benjamin earned a Bachelor of Science degree in economics and finance from Brunel University. He holds the Chartered Alternative Investment Analyst (CAIA) designation and an Investment Management Certificate (IMC).
Representatives
Adam Greenwood
Director – UK, Ireland and Channel Islands
Adam Greenwood is a director for the UK, Ireland and Channel. In this role, he is responsible for supporting the firm's sales efforts in those regions. He is based in London. Adam joined MFS in 2012 and assumed his current role in 2017. His previous experience includes five years as an equity derivatives broker at ICAP and two years at PwC as a tax consultant. Adam received a Bachelor of Arts degree from the University of Liverpool.
Eleanor Joseland
Fund Group Workshop
Speakers
Matthew Murphy
Institutional Portfolio Manager, Emerging Markets Debt
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Matthew Murphy is an institutional portfolio manager on the Emerging Markets team. He is responsible for covering global economic, political, and capital markets research. He serves as a resource for existing and prospective clients, representing the group’s managed strategies and presenting the team’s views on macroeconomic and political developments across the world. Matt also contributes to business development initiatives, promoting exiting products and building new offerings. He joined Eaton Vance in 2011. Morgan Stanley acquired Eaton Vance in March 2021. Matt began his career in the investment industry in 2002. Before joining Eaton Vance, he was affiliated with Cambridge Associates, LLC. He also served as a merger and acquisitions advisor with Matrix Capital Markets Group, Inc. Matt earned a B.S. from the University of Richmond. He is a member of the CFA Society Boston and holds the Chartered Financial Analyst designation. He also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Representatives
Daniel Hawkes
Head of UK Intermediary Sales
Daniel is a member of the UK Intermediary Distribution team at Morgan Stanley Investment Management. He joined Morgan Stanley in 2015 and has 24 years of related industry experience. Prior to joining MSIM, Daniel worked at Columbia Threadneedle Investments for 11 years and both Cofunds and Fidelity before that. Daniel holds a degree in Criminology and Criminal Justice from the University of Wales, Bangor and holds the Investment Management Certificate (IMC) Level 6.
Charlotte Watkins
Senior Associate
Charlotte is a member of the UK Intermediary Distribution team at Morgan Stanley Investment Management. She joined Morgan Stanley in 2021 as part of the acquisition of Eaton Vance, where she worked since 2013. Prior to joining Eaton Vance, she worked at J.P. Morgan. Charlotte holds a degree in Geography from the University of Loughborough and holds the Investment Management Certificate (IMC) Level 6 along with the CFA Certificate in ESG Investing.
Fund Group Workshop
Fund Group Workshop
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Fund Group Workshop
Speakers
Bryn Jones
Head of Fixed Income
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Bryn Jones is head of fixed income at Rathbones and is lead manager of the Rathbone Ethical Bond, the Rathbone Strategic Bond and the Rathbone Greenbank Global Sustainable Bond funds. Bryn is a member of the Rathbone Strategic Asset Allocation Committee, non-executive chairman of Rathbones' Fixed Income Committee, and an adviser to the Rathbones Banking Committee.