Programme
| Time | Session | Location |
|---|---|---|
| 08:30 - 09:00 | Registration | Foyer → |
| 09:00 - 09:45 | Welcome & Keynote Address → | The Queensberry → |
| 09:50 - 10:30 | HSBC Asset Management → | Nash → |
| 10.35 - 11:15 | Columbia Threadneedle Investments → | Nash → |
| 11:15 - 11:45 | Coffee | Foyer → |
| 11:45 - 12:25 | Schroders → | Mayfair → |
| 12:25 - 13:05 | Martin Currie → | Mayfair → |
| 13:05 - 14:20 | Lunch: Columbia Threadneedle Investments | The Queensberry → |
| 14:20 - 15:00 | Artemis Fund Managers → | Soho → |
| 15:00 - 15:40 | BlackRock → | Soho → |
| 15:40 - 16:10 | Tea | Foyer → |
| 16:10 - 16:50 | abrdn → | Nicols → |
| 16:50 - 17:30 | Ninety One → | Nicols → |
| 17:30 | Drinks Reception | Domino → |
Speakers
- Keynote Speaker
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The Perils of Perception – why we’re wrong about nearly everything
From immigration and murder rates to how fat we are, people nearly always get the numbers wrong. But why do we have such a shaky grasp of reality, and what can we do about it? This interactive session, drawing on over 100,000 interviews across 40 countries, will outline how a mix of how we think and what we’re told leads us astray.
Professor Bobby Duffy
Bobby Duffy is Professor of Public Policy and Director of the Policy Institute, at King’s College London. He has worked across most public policy areas in his career of 30 years in policy research and evaluation, including being seconded to the Prime Minister's Strategy Unit.
Bobby sits on several advisory boards including Chairing both the Campaign for Social Science and the CLOSER Advisory Board. His first book, 'The Perils of Perception – Why we’re wrong about nearly everything' draws on a set of global studies on how people misperceive key social realities. His latest book ‘Generations - Does when you’re born shape who you are?’ challenges myths and stereotypes around generational trends, seeking a greater understanding around generational challenges.
- HSBC Asset Management
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Uncovering long-term opportunities in a marketplace enchanted by short-term outcomes – HSBC Global Sustainable Long-Term Equity
Sustainability of positive corporate outcomes is an obvious pre-requisite for the long-term investor. Yet both the buy-side and sell side are extremely short-termist, showing little regard for long-term corporate outcomes and shunning this most fundamental tenet of investing. By applying a credit driven framework to equity investing, characterised by deep proprietary financial analysis and rigorous stress-testing, HSBC AM seek to identify only those companies with the most stable and predictable long-term profitability. The result is an unconstrained high conviction portfolio of resilient growing businesses that can withstand multiple macroeconomic scenarios over the long term to deliver more durable positive returns.
Darryl Lucas
Global Head of Long-Term Equities
Darryl Lucas is Global Head of Long-Term Equities within HSBC Asset Management in London. Darryl is responsible for the global build-out of HSBC’s Global Long-Term Active Equity products. Darryl has been working in the financial industry since 2005. Before joining HSBC in 2020, he was most recently a managing director and the Head of Equity Income at Barings. Prior to that, he was Head of Equity Income at Sarasin & Partners and before then a credit analyst at ABN Amro. Darryl has a BSc in Economics from Bath University (UK).
Tom Wilkins
Head of UK Wholesale Distribution – Financial Institutions
Tom Wilkins has over 17 years’ experience in the asset & wealth management industry. For the first part of his career Tom was a Relationship Manager for UHNW clients with roles at Merrill Lynch, Julius Baer and latterly HSBC. In 2018 Tom moved into a distribution team at HSBC Asset Management covering Financial Institutions and in 2023 he became head of this team in the UK.
E: thomas1.wilkins@hsbc.com
M: +44 (0)7468 703 364
Matthew Sage
Director, Business Development – London & South UK
Matthew Sage has over 20 years’ experience in the UK Wholesale business. Matthew is a Director, Business Development, covering London and South UK discretionary fund manager and asset manager relationships. Since joining HSBC in 2001, Matthew has navigated roles covering external IFAs & DFMs in London, Midlands, South West and South regions, onshore and offshore platforms as well as national internal group distribution and private bank responsibilities. Matthew holds the Investment Management Certificate.
E: matthew.sage@hsbc.com
M: +44 (0)7920 021 461
- Columbia Threadneedle Investments
-
Winds of change sweeping across Japan
With growth set to accelerate, driven by stronger domestic demand and economic re-opening, the attractiveness of Japan’s investment landscape has recently drawn significant investor attention, while the favourable shift in corporate governance alongside supportive economic conditions continue to catalyse positive momentum. Columbia Threadneedle Investments believes their quality, core investment style; repeatable process; and experienced research expertise are well suited to generate consistent alpha in Japan through different market cycles over the long term.
Daisuke Nomoto
Head of Japanese Equities
Daisuke Nomoto is head of Japanese equities at Columbia Threadneedle Investments. Prior to his current role, he was a director and senior portfolio manager on the International Equity Team. Daisuke joined one of the Columbia Threadneedle Investments legacy firms in 2005. Previously, Daisuke worked as an equity analyst at Putnam Investments. Prior to that, he held a variety of positions for Nippon Life Insurance, including four years as a senior portfolio manager and equity analyst at Nissay Asset Management, Tokyo, and five years as an equity analyst with NLI International. Daisuke received a BA from Shiga University, Japan. He is also a chartered member of the Security Analysts Association of Japan.
Mike O’Toole
Co-Head of UK Wholesale Distribution
Mike O’Toole is Co-Head of UK Wholesale Distribution at Columbia Threadneedle Investments. He joined in 2008 with responsibility for promoting the company’s range of funds & strategies to discretionary wealth managers in the North of England, Scotland and Northern Ireland. He became Head of UK Discretionary Sales in October 2013 and in April 2022 become Co-Head of UK Wholesale Distribution. In this role he is responsible for the team that distributes products to fund of fund managers, family offices, private banks, discretionary fund managers.
E: mike.otoole@columbiathreadneedle.com
M: +44 (0)7876 392362
Tristan Tully
Head of London Sales
Tristan Tully joined the company in 2009 as a Regional Sales Manager in the UK Sales team initially covering London and the South East. In his current role Tristan leads the team responsible for discretionary clients in London and the Channel Islands, working with wealth managers, fund of fund managers, family offices and private banks. Tristan has over 20 years’ experience in the asset management industry having previously worked in sales roles at Barings, UBS and Fidelity.
E: tristan.tully@columbiathreadneedle.com
M: +44 (0)7785 710978
- Schroders
-
Re-thinking the Emerging Markets rule book
What works in Emerging Markets? Most people will instantly think of growth stocks, and equity market returns with strong positive correlations with GDP growth. So most people would also be surprised to hear that Value has outperformed Growth in Emerging Markets over the long-term. This makes perfect sense: a value investing style was born in the 1930s in the US when the market had many of the characteristics that are present in Emerging Markets today. While we have seen a style rotation in favour of value over the past 3 years, we believe the stars are now aligning for value over the next decade. The opportunity set is looking extremely compelling – with relatively low valuations across a lot of countries and sectors – making it the ideal great hunting ground in which to construct an attractive and well-diversified portfolio. The atmosphere today may be of fear and uncertainty, but we are ready to steer the ship through these stormy waters. And as the saying goes, a ship in harbour is safe, but that is not what ships are built for.
Vera German
Fund Manager
Vera German is a fund manager in Schroders Global Value team who manage income, recovery and sustainable strategies across four geographies: UK, European, Global and Emerging Markets. Vera co-manages the Emerging Market Value strategy. She joined the Global Value team in December 2018 as an analyst and has managed portfolios at Schroders since 2020. Her investment career commenced in 2012 at Baillie Gifford on their graduate training scheme. Subsequently she became an analyst for UK and International equity and was then promoted to fund manager on the Global Income Growth product in September 2017. Qualifications: CFA Charterholder, Degree in European Social and Political Studies, University College London.
Juan Torres
Fund Manager
Juan Torres is also a fund manager in Schroders Global Value team. Juan co-manages the Emerging Market Value strategy. He joined Schroders in 2017 and has managed portfolios at Schroder’s since 2018. His investment career commenced in 2005, previously working at Pictet Asset Management from 2013, as an Investment Manager focusing on emerging markets. Prior to this he was responsible for building customised valuation models at Credit Suisse Group from 2011. His career began in 2005, as a syndicate loan Analyst at Bancolombia and then as an investment banking analyst at Corficolombiana. Qualifications: MBA, Manchester Business School and Degree in Finance & Foreign Affairs, Universidad Externado de Colombia.
Samantha Gold
Head of London & Wealth
Samantha Gold was appointed Head of London and Wealth within the UK Intermediary Team in 2021 and manages the team responsible for client relationships across the London area. Having joined Schroders in 2000, she has 22 years of industry experience. Over this period, she has held a number of key positions within the UK Intermediary Team, including Head of Broker Liaison, Head of Business Development and Head of Intermediary Business Development, London.
E: Samantha.Gold@schroders.com
M: +44 (0)7770 496062
Emma Matthews
Sales Director
Emma Matthews is in the UK Intermediary Business Development team at Schroders, which involves maintaining relationships and supporting London based discretionary clients. Specifically, wealth managers, multi-managers, family offices and fund of hedge funds. She joined the team in 2014 after two years at Cazenove as an assistant portfolio manager, and prior to her current role, supported sales managers across London discretionary and South Africa.
E: Emma.Matthews@Schroders.com
T: +44 (0)20 7658 1363
- Martin Currie
-
Maximising returns through social impact
Impact Investing is what ESG wanted to be when it grew up: the intentional commitment of capital to drive measurable real-world outcomes is both a societal imperative and an attractive financial opportunity. The impact sector is at a significant inflection point in terms of attracting capital and has now broadened to include public markets while moving away from an explicit environmental focus. Martin Currie is delighted to present to you one of the first socially focused impact products, the Martin Currie Improving Society Fund, which aims to deliver compelling returns along with broad based, measurable social impact from the products and services portfolio companies provide.
Lauran Halpin
Head of Impact Equities
Lauran Halpin has long been passionate, both in her role as an investor and in private life, in sustainability, social issues, and making an impact in her community. With nearly 20 years’ investment experience, she joined Martin Currie in 2022 as Head of Impact Equities, leading a newly established investment capability. Prior to this, Lauran was a member of the Franklin Templeton Global Equity Group responsible for portfolio construction of ESG-related products. She began her career in 2007 at Baillie Gifford as a Global Healthcare Analyst and joined Edinburgh Partners as an Investment Manager in 2013 where she co-managed EAFE accounts.
Harry Reeves
Head of Sales – UK Wholesale, Franklin Templeton
Harry Reeves is Head of Sales, UK Wholesale at Franklin Templeton. He joined predecessor firm Legg Mason in 2016 (which was taken over by Franklin Templeton in 2021) and has 18 years’ experience in the industry. Prior to joining Legg Mason, Harry held sales roles at Ruffer LLP, Artemis Investment Management and Neptune Investment Management. Harry is IMC & IAQ qualified, and holds a BA Hons in Sociology from Newcastle University.
E: harry.reeves@franklintempleton.com
T: +44 (0)20 7070 7549
Sam Collett
Business Development Director, Franklin Templeton
Sam Collett is a Business Development Director covering clients across London and the Channel Islands. He joined Franklin Templeton in 2018. Sam started his career in Investment Management Sales covering Institutional and Sovereign Wealth relationships both in the UK and Middle East for Federated Hermes. Sam holds a BSc in Business Marketing from the University of Newcastle upon Tyne.
E: sam.collett@franklintempleton.com
T: +44 (0)20 7073 8545
- Artemis Fund Managers
-
Leading consumer brands: investing in a changing world
Investing in consumer brands companies has historically generated above-market returns at sub-market volatility, making this theme attractive to investors looking for growth, inflation protection from the companies’ superior pricing power; and optionality from high cash generation, which is reinvested to drive growth or returned to shareholders. The secular rise of the emerging middle class consumer overlaid with demographic changes offers long-term tailwinds for an investment strategy focused on leading consumer brands. Consumer preferences are evolving in terms of sustainability as well as towards experiences – active management is key to separating the winners from the losers.
Swetha Ramachandran
Fund Manager
Swetha Ramachandran is a fund manager in the global equity team. She joined Artemis from GAM in September 2023 where she was manager of the GAM Luxury Brands Fund from 2019 to August 2023. Prior to joining GAM in 2012 as an analyst on the firm’s European strategies, she was a consumer analyst in the growth equities asset management arm of Alliance Bernstein, and before that an analyst at Credit Suisse and ESG ratings agency Vigeo in Paris. She began her career as an Asian equity analyst at Goldman Sachs in Singapore. Swetha holds a bachelor’s degree in economics from the London School of Economics and Political Science, a Magistère in French from the Sorbonne and has completed the CFA Institute Certificate in ESG Investing.
Adam Gent
Head of Intermediated Business
Adam Gent 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.
E: adam.gent@artemisfunds.com
Iain MacPherson
Sales Director, London and Ireland
Iain MacPherson joined Artemis in March 2021 as Sales Director and is responsible for intermediary sales covering central London and Ireland. Iain was previously with Comgest for three years building its UK wholesale business in the UK, Dublin and the Channel Islands. Before Comgest, Iain was Regional Investment Sales Manager for central London at Standard Life Investments, where he began his career in 2009 on its sales and distribution graduate programme. Iain graduated from the University of Glasgow and holds the Investment Management Certificate.
E: iain.macpherson@artemisfunds.com
- BlackRock
-
Brown to green materials: overlooked until now
Hannah's presentation will centre around her team's unique perspective on investing in the transition towards a low-carbon future. During her session, Hannah will focus on why her team sees an opportunity in companies that specialise in producing materials required for advancing low-carbon technologies. Additionally, she will delve into why her team believes investing in relatively high-emitting companies becoming greener is vital for the world and has the potential to deliver returns in excess of broader equity markets. Hannah will also expand on the team’s stock selection process, which involves on-site visits to mines, in-depth engagements with management teams, and modelling companies.
Hannah Johnson
Portfolio Manager
Hannah Johnson, CFA, Director and Portfolio Manager, is a member of the Thematics & Sectors team within BlackRock’s Fundamental Equities division. She is responsible for coverage of the materials sector and co-manages the team’s future of transport, brown to green materials and commodity strategy portfolios. Hannah’s service with the firm dates back to 2009. Prior to joining BlackRock in 2009, Hannah was a tax analyst at KPMG, where she was responsible for preparing corporation tax returns. Hannah earned a BSc degree in mathematics, from Imperial College, London, in 2009.
Edd Arrowsmith
London Discretionary Sales
Edd Arrowsmith, FRM, CAIA is the Head of the Manager Research team within iShares & Wealth UK Sales. Edd is responsible for delivering a wide range of BlackRock solutions to our Global Private Banks, Wealth Management and Asset Management partners. Edd's service with the firm dates back to 2011. Edd began his career at Tilney Private Wealth Management in 2006, before joining Integrated Financial Arrangements in 2007.
E: edmund.arrowsmith@blackrock.com
Lucy Stone
UK Sales
Lucy Stone is a member of the Manager Research Team within the UK iShares and Wealth business. She is responsible for the coverage of fund selectors across Private Banks, Wealth Managers and Advisors in the UK. This includes the distribution of BlackRock's active, alternative and index strategies. Prior to joining, Lucy worked for Deutsche Asset Management in the passive division, focusing on the distribution of Xtrackers ETFs within the UK market.
E: lucy.stone@blackrock.com
- abrdn
-
Global Infrastructure – an essential growth & income component for investors
$550bn. The amount of money that is ear-marked by the US Inflation Reduction Act to build and rebuild US infrastructure. Everything from roads and bridges to water infrastructure, security resilience, energy infrastructure, the internet and communications networks. 15 Years. The length of time that Josh has been successfully managing global infrastructure funds. October 2023. The date when abrdn launched the Global Infrastructure Fund suitable for UK investors to make a long term strategic asset allocation to this exciting asset class. January 2024. The first time ever in the UK that clients will have the chance to hear from Josh Duitz who manages the abrdn Global Infrastructure Equity Fund, abrdn’s first infrastructure pooled fund outside the US.
Josh Duitz
Head of Global Income and Infrastructure
Josh Duitz is Head of Global Income and Infrastructure at abrdn, where he actively manages the global dynamic dividend and global infrastructure funds. Before joining abrdn in 2018, he held a Portfolio Manager position at Alpine Woods Capital Management. Earlier in his career, Josh was a Managing Director and Principal at Bear Stearns, where he traded international equities. He also gained valuable experience as a senior auditor at Arthur Andersen. Josh holds an MBA with Honours from The Wharton School of the University of Pennsylvania and a BBA from Emory University.
Silvana Barrenechea
Business Development Director
Silvana Barrenechea is a Business Development Director in the UK distribution team of abrdn. Prior to moving to the UK in 2014, Silvana was Head of US Offshore and Latin America for abrdn, based in New York. She spent 10 years in the US and Latin America developing the Wealth Management Channel. Silvana joined the company in June 2004.
E: silvana.barrenechea@abrdn.com
T: +44 (0)20 3680 0227
Simon Cowan
Business Development Director
Simon Cowan is a Business Development Director in the UK Wholesale 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.
E: simon.cowan@abrdn.com
T: +44 (0)20 7618 1592
- Ninety One
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A purist quality approach to US equities
The US stock market outperformance in recent years has been deserved based on its underlying fundamentals. In essence, it is the highest quality market in the world. However, much of this outperformance has been driven by a small number of companies, masking several long-term secular growth opportunities throughout the US that remain relatively underappreciated. Ninety One’s William Nott explains why a differentiated quality approach - selecting niche leaders with dominant market positions and more resilient revenue streams - has helped American Franchise deliver significantly greater profits growth than the S&P 500, in addition to offering protection in more challenging times.
William Nott
Alternate Portfolio Manager, Analyst
William Nott is Alternate Portfolio Manager on the Ninety One American Franchise Fund. In addition, he is an analyst in the broader Quality investment team, focusing on idea generation for the team’s global strategies. Prior to joining the firm he worked at Allianz Global Investors as a pan-European equity analyst. He started his career as an investment intern with M&G Investments. William graduated from the University of Cambridge with a Bachelor of Arts (Hons) degree in Economics. He holds the Certificate in ESG Investing and is a CFA® Charterholder.
Wil Jeffs
Sales Director, Head of London Wealth
William (Wil) Jeffs is a Sales Director and Head of London Wealth team at Ninety One. He is responsible for assisting the distribution of Ninety One funds to discretionary wealth managers, multi manager and private banks in London. Prior to joining Ninety One, Wil began his career in 2010 as an investment manager at Brewin Dolphin where he looked after discretionary portfolios for high net worth individuals.
E: william.jeffs@ninetyone.com
T: +44 (0)20 3938 2702
Nigel Smith
Managing Director, UK Client Group
Nigel Smith is the Managing Director of the UK Client Group at Ninety One, which is responsible for all client relationships within the UK & Ireland and engagement with Global Investment Consultants. Prior to joining, Nigel was Product Strategy Director at M&G Investments, where he built and led a multi-functional team of product developers, and also had responsibility for wider business development strategy. Nigel holds first class honours degree from Loughborough University in 1997, the Investment Management Certificate (IMC) and an executive MBA from Harvard Business School.
E: nigel.smith@ninetyone.com
T: +44 (0)20 3938 2466
Downloads
Information
The Next Generation Forum was devised and organised by Infusion Events. We will be available throughout the event and we will be happy to help with any queries you may have. Please come and find us at the registration desk or phone us on one of the following mobile numbers:
Sally Doyle 07881 957350
Sass Joyner 07816 599308
Wi-Fi
Should you wish to catch up with the office during your breaks, we have arranged a complimentary and secure Wi-Fi connection.
To access the secure connection, please locate ‘NGF24’ and use the password: 42FGN
Drinks Reception
A reminder that the Drinks Reception will commence at 17:30 in Domino, which is also on this floor of the hotel. Please refer to the floorplan section or we will be happy to direct you. Dress code remains Business Attire.
Transport
We recommend the following reliable car service: