Welcome BNY Mellon Investment Management


Time Session Location
08:30 - 09:00 Registration Foyer →
09:00 - 09:45 Welcome & Keynote Address → Queensberry →
09:50 - 10:30 Free Foyer →
10:35 - 11:15 Session 2 → Nash →
11:15 - 11:45 Coffee Foyer →
11:45 - 12:25 Free Foyer →
12:25 - 13:05 Session 4 → Nash →
13:05 - 14:20 Lunch → Queensberry →
14:20 - 15:00 Free Foyer →
15:00 - 15:40 Session 6 → Nash →
15:40 - 16:10 Tea Foyer →
16:10 - 16:50 Free Foyer →
16:50 - 17:30 Session 8 → Nash →
17:30 Drinks reception Domino →

Keynote and Delegates

Keynote address

Investing in the 21st Century Brain

‘Investment’ in the brain can be viewed in two ways: personal development and professional profit. We all have a personal interest in the brain, since it is the basis of our unique minds. The wonderful thing about being a human being is that although we are born with a full complement of brain cells, it is the growth of connections between the cells that accounts for the growth of the brain after birth. These connections reflect the unique sequence, a life-story, of individual experiences and interactions with the outside world: a phenomenon known as ‘plasticity’ that leads to the personalisation of the physical brain, amounting to a ‘mind’. Given the unprecedented challenges posed by the digital world to thinking, emotions and well-being, we need to devise the best ways for optimising fulfilment of each individual’s potential, as well evaluating the best possible investments arising from digital technologies and AI. The other significant factor for the well being of the 21st Century brain, and indeed in the opportunity for high return investment, is the increase in prevalence of Alzheimer’s Disease. The global market for AD treatment will more than double in value from $4.9 billion in 2013, to reach an estimated $13.3 billion in 2023. However, the challenge is to devise a treatment that tackles not the consequence of neurodegeneration i.e., amyloid plaques, but the actual cause. We shall explore a disruptive approach based on the pivotal mechanism of degeneration, leading to a possible pre-symptomatic lateral flow test for Alzheimer’s as well as a first-in-class therapeutic with proven efficacy in a living animal model. The combination of a presymptomatic screen coupled with an drug treatment that halted cell loss, would amount to an effective ‘cure’. This would surely be a great investment, both on a personal as well as a professional level!

Baroness Susan Greenfield


Baroness Greenfield, Founder and CEO of Neuro-Bio Ltd is a neuroscientist, writer and broadcaster. She has published over 200 papers in peer-reviewed journals, based mainly at Oxford University but has held research fellowships at the College de France Paris, NYU Medical Center New York and Melbourne University. She holds 32 honorary degrees from UK and foreign universities, has received numerous honours including the Legion d’Honneur from the French Government, an Honorary Fellowship from the Royal College of Physicians, The American Academy of Achievement Golden Plate Award, and The Australian Medical Research Society Medal. She is also a Fellow of the Royal Society of Edinburgh.

Session 2


Mireille Bensimon
Investment Analyst
Legal & General Investment Management

John Monaghan
Research Director
Square Mile

Richard Philbin
Chief Investment Officer (Solutions)
Hawksmoor Investment Management

Mark Preskett
Senior Portfolio Manager

Mark Richmond-Watson
Portfolio Manager
James Hambro & Partners

Mark Shapley
Alder Investment

Session 4


Haig Bathgate
Head of Investment
atomos wealth

Tom Caddick
Managing Director
NedGroup Investments

Cameron Falconer
Head of Investment Oversight & Manager Research
Aviva Investors

Richard Larner
Head of Research
Brooks Macdonald

Amanda Sillars
Fund Manager, ESG Director: JIF Team
Jupiter Asset Management

Matthew Stanesby
Managing Director
Close Brothers Asset Management

Richard Swain
Head of Funds Research
Bentley Reid



Richard Philbin
Chief Investment Officer (Solutions)
Hawksmoor Investment Management

Mark Shapley
Alder Investment

Amanda Sillars
Fund Manager, ESG Director: JIF Team
Jupiter Asset Management

Session 6


Derek Beatty
Portfolio Manager
Julius Baer

Cristina Dondiuc
Research Analyst
Fidelity International

Tom Jemmett
Head of Authorised Funds
LGT Wealth Management

Darren Morgan
Portfolio Director
Cazenove Capital

David Thornton
Fund Manager
Premier Miton Investors

Richard Warne
Senior Portfolio Manager
Copia Capital

Session 8


Robert Burdett
Head of Multi-Manager Solutions
Columbia Threadneedle Multi-Manager

Adam Carruthers
Collectives Analyst
Charles Stanley & Co

Ian Goodchild
Investment Director
Mattioli Woods

David Jardine
Head of Portfolio Management
STANLIB Multi-Manager

Nathan Sweeney
Deputy CIO - Multi-Asset
Marlborough Investment Management

Julia Warrander
Group Director
Affinity Private Wealth



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

Sarah Ford  07702 331487


Should you wish to catch up with the office during your breaks, we have arranged a complimentary and secure Wi-Fi connection:

Password: 23FGN2023

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.


We recommend the following reliable car service:

Addison Lee