Welcome Grethe


Time Session Location
08.30 – 08.50 Registration Secret Garden →
08.50 – 09.30 Nuveen → Peel →
09:30 - 10:10 Snyder Capital Management → Peel →
10:10 - 10:55 Muzinich & Co → Peel →
10:55 - 11:10 Coffee Secret Garden →
11.10 - 11.50 Ox Capital Management → Peel →
11.50 – 12.35 Sephira Investment Advisors → Peel →
12.35 – 13.15 Vontobel Asset Management → Peel →
13.15 – 14.00 Lunch Secret Garden →



Opportunities in Clean (listed) Infrastructure

This session will explore how equity investors can direct capital to clean infrastructure companies from around the world that exhibit positive, direct, and measurable environmental outcomes consistent with carbon reduction targets, while continuing to offer attractive diversification benefits to multi-asset investors.

Noah P. Hauser

Portfolio Manager

Noah Hauser is a portfolio manager for Nuveen's Global Infrastructure strategy, which invests in listed infrastructure companies from around the world. Noah also serves as a senior research analyst and head of North American utilities.

Prior to joining Nuveen in 2015, Noah worked at Xcel Energy as the director of investor relations. Previously, he was a buy-side investment analyst for an energy-focused, relative value equity strategy at Decade Capital Management, a Millennium Group company. In that role, Noah performed detailed analysis on regulated utilities, independent power producers, pipelines and master limited partnerships. He began his career working as a sell-side equity analyst covering regulated utilities and power companies at Barclays Capital and Lehman Brothers. Noah began working in the investment industry in 2008.

Noah graduated with highest distinction from Emory University’s Goizueta Business School with a BBA degree with concentrations in Finance and Accounting. He also holds the CFA designation and is a member of the CFA Institute.

Crispin Royle-Davies

MD, Senior Research Analyst, Nuveen Public Real Assets

Crispin Royle-Davies is a senior research analyst for the Real Assets Investment Team, specialising in real estate equities in the UK and Europe and infrastructure and renewables UK investment trusts. He is based in London.

Crispin started his career in the financial services industry in 2012 and joined the firm in 2018. Previously, he was at Fidelity International where he was an equity research analyst responsible for the European property and UK housebuilding sectors for 3 years, before rotating coverage to the European consumer discretionary and food retail sectors.

Crispin received a BA in Economics & Management from the University of Oxford.

Alex DeStefano

Director, UK Wealth, Global Client Group

As a member of the Global Client Group at Nuveen, Alex DeStefano is responsible for promoting Nuveen’s public and private market investment capabilities to UK wealth managers, developing distribution relationships with private client wealth managers, family offices, global private banks and other UK financial intermediaries. Prior to joining Nuveen, Alex served as Senior Sales Director at SEI Investments, establishing relationships with UK wealth managers through SEI’s range of single asset class UCITS funds and multi-manager solutions. He also spent twelve years at Wellington Management where he built multi-product relationships with top-tier global private banks in the UK and in continental Europe. Earlier in his career, Alex worked in product management and marketing roles at Merrill Lynch Investment Managers and Coutts.

Alex graduated from Bristol University with a BSc (Hons) in Geology before earning an MSc and DIC in Petroleum Geology from Imperial College, London. He holds the Investment Management Certificate.

Alex graduated from Bristol University with a BSc (Hons) in Geology before earning an MSc and DIC in Petroleum Geology from Imperial College, London. He holds the Investment Management Certificate.

Snyder Capital Management

Snyder - US All Cap Equities: long-term investing in quality value with the highest conviction

The US Equities market is dominated with large tech including the ‘MFAANG’ stocks. Despite this, Snyder have proven that value, and attractive returns, can be found in plenty of sectors outside of technology, albeit a little less glamorous. Snyder have demonstrated an exceptional profile of idiosyncratic returns without owning any of the large tech names. It does so by focusing on cash flows and purchasing companies that are underappreciated despite their fundamental strength to deliver solid FCF growth. No matter what your view on the US may be, the team can always find around 20 names across the all cap market spectrum that will be appealing.

Gary Rafferty

Portfolio Manager

Gary Rafferty joined SCM in 2005. Prior to joining SCM, Gary was an Equity Analyst on Prudential Equity Groups’ International Investor team and at Robertson Stephens on the M&A team. In addition, he was a management consultant at Sibson and Company, a McKinsey spinoff focused on overall strategy, management incentives and return on invested capital and at the Federal Reserve Board as an analyst focused on Japanese banks. His previous work experience with retail investments typically draws him to focus on consumer and business services related companies. Gary received his MBA from Columbia Business School and a BA from Trinity College.

Harry Dickinson

Managing Partner, Harrington Cooper

Harry Dickinson joined Harrington Cooper in February 2007 and has been Managing Partner since 2011. He is responsible for the day-to-day management of the business and also heads-up global business development. Prior to joining the asset management industry, he served as an officer in the British Army for 7 years. He has a diverse international background, having roots in both UK and in Japan.

Kirstin Gordon

Sales Manager and Business Development, Harrington Cooper

Prior to joining Harrington Cooper in September 2020, Kirstin Gordon worked at Schroders HK within the China Business Team. She holds a BA in History from Durham University and has attained the Investment Management Certificate (IMC). She is fluent in English, Cantonese and Mandarin.

Muzinich & Co

Proposed Muzinich Dynamic Credit Income Strategy - A flexible approach to corporate credit investing

The Muzinich Dynamic Credit Income Strategy is designed for investors seeking outperformance in rising credit markets without taking excessive risk. The Strategy aims to maintain a high level of yield throughout the credit cycle by combining a focus on upside capture while seeking opportunities in dislocated markets. The portfolio invests globally across the credit spectrum whilst employing a hedging strategy to help dampen volatility where appropriate. The investment process combines macroeconomic analysis with bottom-up credit selection. First, Muzinich identifies rising and falling trends across the credit universe, then leverages the deep expertise of its global credit research team to find the names that best reflect these trends. The Strategy is borne out of the success of Muzinich’s existing multi-asset credit strategy, Global Tactical Credit (launched in 2013) and builds on the foundations of an experienced team, led by Mike McEachern, Warren Hyland and Brian Nold.

Warren Hyland

Portfolio Manager

Warren Hyland joined Muzinich in 2013. He is a Portfolio Manager focusing on emerging markets credit and is the lead PM for the Emerging Markets Short Duration Fund and Co-Portfolio Manager of the Dynamic Credit Income Strategy. Prior to joining Muzinich, Warren was with Schroders, where he was a Global Portfolio Manager and later, the Senior Portfolio Manager for Global Emerging Markets. In the latter role, he managed about $2 billion and helped to develop the firm’s emerging markets corporate capabilities. Previously, Warren was the Head of European Money Markets at UniCredito Italiano. Warren earned a BSc in Mathematics for Business from the Middlesex University London and an MSc in Shipping Trade and Finance from the CASS Business School. He holds the Chartered Financial Analyst designation.

Hugo Wheeler

Country Manager UK & Ireland

Hugo Wheeler joined Muzinich in 2018. He is Country Manager for the UK & Ireland. Prior to joining Muzinich, Hugo was at BNY Mellon where he held numerous positions including Head of Wealth Manager & Private Banks and Head of UK Financial Institutions & Channel Islands. Before that, he was a Director at GAM. Hugo has held other roles at Insight Investment, Fidelity, Killik & Co and HSBC throughout his career. He earned a BA (Hons) in psychology from Exeter University and holds the CAIA qualification.

Phil Raby

Sales Director - UK & CI Discretionary

Phil Raby joined Muzinich in April 2015, initially tasked with maintaining and developing new relationships in the Midlands and North, before widening out to more National Coverage within the DFM Channel. Phil has over 20 years’ experience in Fund Sales, with Martin Currie, J O Hambro Capital Management and AEGON Asset Management. Phil Started his career at Clerical Medical, before specialising in Tax/Trust Planning Investment with Scottish Equitable International. Phil holds the IAC and IMC.

Ox Capital Management

Asian Equities: Sophisticated Champions and Emerging Leaders

China has finished deleveraging its balance sheet, potentially marking the beginning of a decade of stock market outperformance. Steady Chinese growth complements structurally higher commodities and energy prices, which is good news for selected Asian countries, but regional trade deals are an even more powerful tailwind; bringing forward the Asian trade bloc and quickening the industrialisation of ASEAN economies.

Ox Capital (OxCap) seeks to participate in the vast growth opportunities and long-term trends arising out of the Asia region. OxCap’s investment approach is to identify the immense positive changes taking place in Asia and other key emerging markets, find investment opportunities and build a concentrated portfolio of high quality, undervalued and well-run companies. The Fund will typically hold 30-50 stocks that are diversified across countries, sectors and thematic exposure, and can use downside protection strategies across the market and individual stocks to help protect the portfolio from market volatility. To support the launch of OxCap’s forthcoming UCITS Fund, Fidante Partner’s is offering a founder share class to early bird investors.

Dr Joseph Lai

Principal, Portfolio Manager and Chief Investment Officer

Joseph Lai is responsible for overseeing the investment process, risk management and management of the portfolios.

Joseph spent 17 years at Platinum Asset Management, in which he was the Portfolio Manager for the Platinum Asia Fund, Head of Asia Equities Research and a member of the Management Committee of Platinum. On the investment side, he was responsible for management of the Asia portfolios, management of the Asia Team and contribute to the idea generation of the broader global portfolios. Previously, Joseph worked at Morgan Stanley as an Analyst, covering Healthcare stocks. Before this, he worked as a medical doctor. He holds a degree in Master of Business Administration (AGSM), Bachelor of Medicine & Bachelor of Surgery (U Syd) and is a CFA Charterholder.

Adam Brown

Sales Director, Wholesale & Financial Institutions, Fidante Partners

Adam Brown is responsible for developing Fidante Partners' business with financial institutions and wholesale clients. Prior to Fidante Partners, Adam spent ten years at Invesco working with financial institutions and family offices. His experience covers both public and private markets, raising capital for both traditional and alternative investment capabilities. Prior to Invesco, Adam worked at Lloyds Bank.

Sephira Investment Advisors

Sephira – Off the beaten track Emerging Markets

There is more to Emerging Markets than meets the eye. Beyond the headline Index lies a series of overlooked geographies and great companies that have been marginalised by changes in financial markets regulation and flows shifting into passive instruments over the past years. Through a deep understanding of a focused universe, Sephira strives to make these companies the core of its concentrated portfolios. It does so without compromising on liquidity and bringing a differentiated risk management approach to suit Emerging Markets idiosyncrasies.

Jason Mitra


Jason Mitra is the Lead Portfolio Manager, Founder and Chief Investment Officer for Sephira Investment Advisors. Prior to founding Sephira in 2017, Jason was co-Portfolio Manager for the Carrhae Capital LLP Emerging Markets strategy. Prior to joining Carrhae in 2013, Jason was a Portfolio Manager with Moore Europe Capital Management. Jason holds an MA in Economics and Politics from Edinburgh University, 1996.

Antonio Setti

Analyst/Business Development

Antonio Setti is an investment analyst and leads business development at Sephira Investment Advisors. Prior to joining Sephira in 2021, Antonio spent the previous decade at Morgan Stanley’s Emerging Markets equities desk. He holds a BA in Public Administration from FGV in São Paulo.

Edward Higgin

Partner, Harrington Cooper

Edward Higgin began working at Harrington Cooper in November 2007. He is responsible for managing the implementation of the firm’s European-wide sales strategies. Edward is a key member of the sales team, covering the UK, Ireland and Nordic regions and he has had particular success at winning ‘buy-list’ conversations at the major discretionary wealth management firms and private banks in the UK as well as Nordic pension funds and Global Financial Institutions. Prior to joining Harrington Cooper in 2007, Edward‘s career was in advertising, working with some of the largest brands in the industry such as Proctor & Gamble.

Vontobel Asset Management

Investment Grade EM Debt – Capturing yield without yielding on Quality

In the hunt for yield, Emerging Market Bonds may offer opportunities significantly above those in developed markets. But this can entail elevated risk, which could be a restriction for certain investors.

With significant experience across hard currency sovereign and corporate bonds as well as local currency and blend, Vontobel is launching an Investment Grade EM Debt Fund in Q2 2022.

The new Fund will benefit from the same investment team and the same “spread optimisation” process as our existing market-leading strategies, but with a minimum credit quality of investment grade and enhanced ESG integration. This will allow investors to take advantage of yield opportunities in this asset class, while limiting credit risk.

Sergey Goncharov, Portfolio Manager, will discuss the investible universe, our approach, and the typical portfolio and performance profile.

Sergey Goncharov

Portfolio Manager

Sergey Goncharov joined Vontobel Asset Management in July 2016 and is a Portfolio Manager/Analyst in the Emerging Markets Bonds team, with main responsibility in global emerging markets corporate credit.

From 2011 to 2016, he was a Senior Credit Analyst at Sberbank CIB in Moscow and was responsible for credit analysis of Russian and Commonwealth of Independent States (CIS) bond issuers across several sectors, including telecommunications, chemicals and transport. Before that, from 2009 to 2011, he worked for National Bank Trust in Moscow, analysing commodity-related sectors in Russia, Kazakhstan and Ukraine.

Sergey holds a Master’s degree in Economics from the New Economic School in Moscow. From 2003 to 2008, he studied at the Moscow State University, obtaining a Mathematics degree.

Freddie Solway

Relationship Manager, Director

Freddie Solway joined Vontobel in April 2020 as a Relationship Manager, focusing on the UK Intermediary business.

Freddie joined from BNY Mellon Investment Management and brings with him over 11 years of investment experience. Freddie joined BNY Mellon in 2012 and developed a successful track record in managing client relations with private banks, wealth managers and multi-managers across the UK as well as leading their offshore growth in South Africa.

Prior to that he worked for J.P. Morgan Asset Management and Canaccord Genuity.

Freddie holds a History degree from the University of Leeds and CAIA Charter.



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