Welcome Tony


Time Session Location
08:30 - 08:50 Registration Lobby →
08:50 - 09:30 Mondrian Investment Partners → Leadenhall →
09:30 - 10:10 Skerryvore Asset Management → Leadenhall →
10:10 - 10:15 Comfort Break
10:15 - 10:55 BlueBox Asset Management → Leadenhall →
10:55 - 11:10 Coffee Market Kitchen →
11:10 - 11:50 Value Partners → Leadenhall →
11:50 - 12:30 Aktia Asset Management → Leadenhall →
12:30 - 12:35 Comfort Break
12:35 - 13:15 Redwheel → Leadenhall →
13:15 Lunch Market Kitchen →


Mondrian Investment Partners

How Global Fixed Income can deliver capital preservation and diversification in an environment of disinflation and heightened recessionary risk

Mondrian Investment Partners has successfully managed Global Fixed Income portfolios for institutional investors for over 30 years, utilising a value-oriented philosophy, which offers high income in real (inflation-adjusted) terms. Mondrian’s portfolio manager, Matt Day, will discuss how the Mondrian Global Fixed Income Fund aims to deliver excess returns, income, capital preservation and diversification.

Matt Day, FIA

Senior Portfolio Manager, Partner

Matt Day joined the Mondrian Global Fixed Income & Currency Team in 2007. Prior to this, Matt worked in actuarial consulting, specialising in the development of stochastic asset and liability models for UK pension schemes at Buck Consultants. At Mondrian, Matt has a quantitative research focus and is responsible for the continuing development of the company’s proprietary inflation and mortgage backed securities models. Matt has a BSc in Economics with Actuarial Studies from the University of Southampton and is a Fellow of the Institute of Actuaries.

James Arnold

Director – Business Development

James Arnold earned a BA in History and Economics from the University of York. He started his career at Morgan Stanley in 2003 and has since worked for investment management firms, including Janus Capital, Artisan Partners and ClearBridge Investments. James is currently responsible for business development in the UK and the Middle East region. James is a member of the CFA Institute and the CFA Society of the UK.

E: james.arnold@mondrian.com
T: +44 (0)20 7477 7061

Freya Hodgetts

Client Services Officer

Freya Hodgetts joined Mondrian’s Fund Accounting Team in November 2019, before joining the Client Services Team in January 2023. She started her career at Ernst & Young LLP, where she qualified as a Chartered Accountant in the Asset Management Assurance practice. In her current role, her responsibilities include client servicing and business development outside North America. Freya has completed the IMC examinations and Level I of the CFA programme.

E: freya.hodgetts@mondrian.com
T: +44 (0)20 7043 0500

Skerryvore Asset Management

Navigating the emerging markets opportunity

Emerging markets present a distinctive context in which to operate a business, with constant evolution – and sometimes revolution – in economic, political, regulatory and financial conditions. Investors have been reminded of this reality recently following the Russian invasion of Ukraine, the Chinese state’s focus on ‘common prosperity’ and the risk of an economic cold war between the United States and China. This presentation highlights the need to focus on alignment, and only investing alongside managers and owners in emerging markets with good reputations. As Thomas Jefferson said “a smooth sea never made a skilled sailor”.

Glen Finegan

Co-Managing Partner & Portfolio Manager

Glen Finegan is the lead portfolio manager and co-managing partner of Skerryvore Asset Management, which he established in partnership with BennBridge in 2019. Prior to Skerryvore Asset Management, Glen was the head of global emerging market equities at Janus Henderson from January 2015 to May 2019. Glen began his investment career in 2001 at First State Stewart (formerly First State Investments). At First State Stewart, Glen was a lead portfolio manager on several strategies including - Frontier, All Cap and Leaders portfolios. Glen holds a BEng (Hons) in civil engineering and an MSc in oceanography, both from the University of Southampton.

Charles Oldmeadow

Head of EMEA Distribution

Charles Oldmeadow is Head of EMEA Distribution at BennBridge, a multi-boutique asset management firm. Charlie has 15 years’ experience, having previously worked at HSBC, Jupiter, OppenheimerFunds and Invesco.

E: Charles.Oldmeadow@bennbridge.com
M: +44 (0)7866 222172

BlueBox Asset Management

Precision Medicine is real: how to get ahead of the curve

Precision Medicine is a fundamental change in medicine happening now, but most people have never heard of it. It is an accelerating trend with decades of growth ahead so now is an excellent time to get ahead of the curve. Precision Medicine is the opposite of everything that has happened for the last 100+ years. It moves away from the current 'one size fits all' method to a more tailored approach to treating disease, with huge benefits for patients, society and investors. Mark will explain what it is, why it is attractive and how this unique fund captures its growth with a process that is different. Most importantly, he will explain it in plain English.

Mark Dainty

Portfolio Manager

Mark Dainty believes investing in biotechnology and life sciences can be successful and easy to understand. He joined BlueBox in August 2022 to launch the BlueBox Precision Medicine Fund after spending 17 years investing in and researching the healthcare sector for three of the world’s most prominent financial institutions (BlackRock, Norges Bank & Citi). His unique background as a Portfolio Manager, Pharmacist and Accountant is critical for investing in businesses that create lasting value through innovation in the biopharmaceutical sector.

E: mark.dainty@blueboxam.com

William de Gale

Co-Founder, Portfolio Manager

William de Gale co-founded BlueBox in 2017 and manages the BlueBox Global Technology Fund, one of the world's most consistently out-performing tech funds since its launch in March 2018. William was ranked #1 tech PM globally over the fund's first 5 years (Citywire). Previously William spent 20 years at BlackRock covering technology, including 9 years as sole portfolio manager for BlackRock’s offshore global technology fund, achieving top decile performance.

E: William.deGale@blueboxwm.com

Value Partners

Asia High Dividend Equity Investing

Dividend income is a core return component when investing in Asia, with c.55% of the total return of the MSCI AC Asia ex-Japan Index coming from dividends since 2001.

There is a significant positive correlation between Dividend Payout Ratio and Return on Equity within the mid to large cap space in Asia - presenting an attractive universe to hunt for high quality companies.

By undertaking deep fundamental research, Value Partners seek to identify companies with financial health, strong earnings growth and stable cash flows, which can be translated into dividend and growth potential.

Norman Ho

Senior Investment Director

Norman Ho is a Senior Investment Director in Value Partners investment team and a member of the Board of Directors of Value Partners Group. Norman joined Value Partners in November 1995 and has been the Portfolio Manager of the Firm’s flagship Asia High Dividend Equity strategy since inception in 2002. Prior to joining Value Partners, he was an Executive at Dao Heng Securities Limited, having started his career with Ernst & Young. Norman graduated with a Bachelor’s degree in Social Sciences (majoring in Management Studies) from The University of Hong Kong and is a CFA charterholder.

David Townsend

Managing Director, EMEA Business & Global Consultant Relations

David Townsend joined Value Partners in April 2022. Previously he held senior distribution roles at Alderwood Capital, First Eagle, Martin Currie, AXA/Framlington and Scottish Life International, having started his career at Fidelity. David has a BA (Hons) in Modern European Studies from Nottingham Trent University, and a MA in Near & Middle East Area Studies from London University’s School of Oriental and African Studies.

E: davidtownsend@valuepartners-group.com
M: +44 (0)7810 155396
T: +44 (0)20 3907 3872

Thomas Legendre, CAIA

Senior Manager

Thomas Legendre is responsible for business development in the EMEA Region. Previously, Thomas was a Junior Global Investment Strategist for Beauclerc Advisory Services and started his career at Société Générale Private Banking in Geneva as a Junior Investment Strategist. Thomas graduated from the EDHEC Business School with a MSc in Finance and a Bachelor’s degree in Bank and Financial Markets. He is a CAIA charterholder.

E: thomaslegendre@valuepartners-group.com
M: +44 (0)7759 373438
T: +44 (0)20 3907 3867

Aktia Asset Management

Finding opportunities in Emerging Market Debt through a specialist boutique approach

Aktia is a true pioneer in sustainable investing within EMD, having developed a very substantial and well-established capability across Hard, Local and Local Frontier EMD bond strategies since 2007.

Aktia EMD’s investment philosophy is based on a benchmark agnostic, country fundamental driven approach which incorporates ESG integration and has no tracking error limits. Aktia believes their benchmark agnostic approach can lead to better sustainability outcomes as they can zero weight countries to avoid significant ESG risks.

Aktia have a particular expertise in Frontier Markets. Whilst Frontier Markets encompass less established economies compared to traditional EM investing, they can typically offer strong economic growth potential with independent return drivers, in other words low correlation to global markets risk sentiment/other asset classes.

Henrik Paldynski

Head of EMD, Portfolio Manager

Henrik Paldynski is the Head of the EMD team at Aktia Asset Management and the lead PM for the Emerging Market Local Currency Frontier strategy. He has experience in financial markets since 2007 and has been at Aktia since 2009. Henrik started with European corporate bonds until switching over to the EMD team in 2016. Before Aktia he worked at Nordea Savings and Asset Management in Stockholm. Henrik has an MSc in Engineering from the Technical University of Lund, Sweden.

Petri Aho

Director, Head of International Sales

Petri Aho, Head of International Sales at Aktia, holds a Master of Social Sciences (Economics) with diverse experience in international sales in the financial market. Before Aktia, Aho held various leading positions in international and institutional sales at Nordea Markets as well as FIM Asset Management.

E: petri.aho@aktia.fi
T: +358 50 3544 279

Kirstin Gordon

Sales Manager and Business Development (UK, Norway and Denmark), 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.

E: kgordon@harringtoncooper.com
T: +44 (0)20 7043 0500


Uncovering opportunities in biodiversity

30% of biodiversity decline is caused by land usage for large scale food production and international trade is likewise responsible for 30% of global species threat. As biodiversity loss moves up the regulatory, consumer and policy agenda, Amanda O’Toole, lead portfolio manager of the Redwheel Biodiversity Strategy, explains her approach to identifying the technologies and products that will have the greatest impact on reducing threats to biodiversity and the greatest potential for generating returns.

Amanda O'Toole

Portfolio Manager

Amanda O'Toole joined Redwheel in April 2023 as a Partner and Portfolio Manager in the Redwheel Sustainable Growth Team. She will manage the Redwheel Clean Economy strategy and Redwheel Biodiversity strategy. Her ambition for the role is to protect the planet's biodiversity and help drive the global transition to a clean economy through her investment process.

Prior to Redwheel, Amanda was Portfolio Manager of the Clean Economy and Biodiversity strategy at AXA IM and led as a global specialist on cleantech themes within the internal research team. Before this, she also held appointments as an Analyst at Nevsky Capital and began her career at PriceWaterhouseCoopers in corporate finance.

Roderick Loffler

Sales - London Discretionary Fund Managers

Roderick Loffler joined Redwheel in April 2011. At Redwheel, he is responsible for relationships with discretionary asset managers including banks, private banks, fund of funds, family offices, and private client managers in the UK. Roderick holds the Investment Manager Certificate (IMC).

E: roderick.loffler@redwheel.com

David Keswick

Sales - London, GFIs & Family Offices

David Keswick has 20 years’ experience and joined Redwheel in August 2009. Previously he was at Jardine Fleming since 1994, selling Unit Trusts to Japan and Korea. In 2007, he became Head of Distribution in the UK for hedge funds at J.P. Morgan Asset Management.

E: david.keswick@redwheel.com



NGF Boutiques 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.

To access the secure connection, please locate the network ‘NGF Boutiques’ and use the password: Infusion2023!


We recommend the following reliable car service:

Addison Lee