Welcome Simon


Time Session Location
08:30 - 08:50 Registration Lobby →
08:50 - 09:30 Vontobel Asset Management → Leadenhall →
09:30 - 10:10 New Capital → Leadenhall →
10:10 - 10:15 Comfort Break
10:15 - 10:55 Nedgroup Investments → Leadenhall →
10:55 - 11:10 Coffee Market Kitchen →
11:10 - 11:50 Lansdowne Partners → Leadenhall →
11:50 - 12:30 Impax Asset Management → Leadenhall →
12:30 - 12:35 Comfort Break
12:35 - 13:15 Pacific Asset Management → Leadenhall →
13:15 Lunch Market Kitchen →


Impax Asset Management

Social leaders in the transition to a more sustainable economy

Impax Social Leaders is a diversified, global strategy aimed at investing in companies with a strong corporate culture and providing products and services that benefit society.

In this session, Charles French will discuss Impax’s proprietary social taxonomy, the thesis behind allocating to this theme, and how research links social factors to corporate outperformance. Naturally, this can lead to market inefficiencies. The combination of 25 years of thematic active management and quantitative behavioural analysis makes this a unique proposition.

Charles French

Deputy Chief Investment Officer, Listed Investments

Charles French is a co-Portfolio Manager of the Impax Global Social Leaders strategy. He provides support and leadership in the development and growth of Impax Asset Management’s listed investments business, covering research, idea generation, portfolio management, ESG integration, and trading. Prior to joining Impax Asset Management in 2022, Charles worked at Newton Investment Management where he started out as a global financial analyst before becoming a portfolio manager and heading up Newton’s multi-asset and equity opportunities teams. He was also deputy chief investment officer, providing leadership and oversight to a global investment team. Charles graduated with a bachelor’s degree in Economics from the University of Nottingham. He is also a member of the Institute of Chartered Accountants (ICAEW) in England and Wales.

Matt Carter

Director, Client Group

Matt Carter is responsible for the distribution of Impax investment strategies to the UK Wealth channel. He joined Impax in February 2023 from Sarasin & Partners, where he distributed thematic funds and outsourced investment solutions to financial intermediaries. Prior to joining Sarasin, he represented EPIC Investment Partners and UBS Asset Management, where he spent over 4 years as an Associate Director working with UK Financial Institutions. Matt holds a BSc (Hons) degree in International Business from Loughborough University, as well as the CFA UK Certificate in ESG Investing and the CFA UK Investment Management Certificate.

E: m.carter@impaxam.com
T: +44 (0)7702 154917

Janneka Khurmi

Senior Associate, Client Group

Janneka Khurmi joined Impax in early 2022 and is responsible for servicing, strengthening and developing business with Intermediary clients in the UK and Switzerland. Previously, Janneka held a similar position at Brown Advisory building relationships and servicing Institutional and Intermediary clients. Janneka started her career in Investments and Relationship Management at RBC Wealth Management and was responsible for providing solutions to High Net Worth and Ultra High Net Worth clients, with a focus on services tailored to corporate executives and their families.

E: j.khurmi@impaxam.com
T: +44 (0)7468 471205

Lansdowne Partners

A differentiated approach to seeking European equity opportunities

Following Lansdowne Partners’ acquisition of CRUX Asset Management in August 2023, Daniel Avigad and his team took on the management of the recently renamed TM Lansdowne European Special Situations Fund, a significant development making their differentiated Lansdowne European strategy widely accessible to UK based investors for the first time. Daniel will explain his distinct process of seeking long-term investments in European equities based on deep due diligence, fundamental analysis and active engagement; an approach that has quietly achieved striking results.

Daniel Avigad

Partner & Portfolio Manager

Daniel Avigad joined Lansdowne Partners in April 2006 and is the Portfolio Manager for the European Strategy. Prior to joining Lansdowne, Daniel worked for five years in the Pan-European telecoms services equities research team at Dresdner Kleinwort Wasserstein which was ranked 1st in the 2005 Extel Survey. Daniel holds a master’s degree with distinction in Information Technology and a first class honours for his bachelor degree in Mechanical Engineering with Mathematics from the University of Nottingham. Daniel is a Chartered Financial Analyst. In his free time, Daniel enjoys spending time with his two daughters and is an avid long-distance runner. Daniel has been a Partner of the firm since April 2011.

Elizabeth Gill

Elizabeth Gill joined Lansdowne Partners following their acquisition of CRUX Asset Management in August 2023. Whilst at CRUX, Elizabeth was responsible for managing client relationships in East Anglia, Rating Agencies, platform relationships, and event organisation. Prior to joining CRUX Elizabeth worked at Oriel Asset Management which she joined in 2011 after gaining a BA Hons degree in History from the University of Bristol. Elizabeth has completed the Investment Management Certificate.

E: egill@lansdownepartners.com
T: +44 (0)20 7408 8581
M: +44 (0)7976 127696

Will Hamilton

With over 17 years’ experience in the investment industry, Will Hamilton joined Lansdowne following the acquisition of CRUX Asset Management in August 2023. At CRUX, Will was predominantly responsible for managing client relationships within the London and Channel Islands discretionary investor base including wealth managers, family offices, global financial institutions and fund of funds. Prior to CRUX, Will was part of the sales and marketing team at New Star Asset Management and subsequently Henderson Global Investors when the business was acquired in April 2009. At Henderson, Will became a key part of the discretionary sales team during a period of significant change and expansion for the group.

E: whamilton@lansdownepartners.com
T: +44 (0)20 7290 5532
M: +44 (0)7723 029565

Nedgroup Investments

How can a Contrarian Value approach reward investors with long-term growth?

Since 1993, California-based FPA has championed a disciplined approach to value investing, consistently outperforming peers and delivering robust long-term returns. UK investors can now access this strategy, built on:
1. Temperament. Led by the team’s best ideas not rigid value labels, FPA invest in contrarian stocks with solid fundamentals.
2. Duration. FPA prioritise governance, combining rigorous fundamental research with investigative insights to identify future long-term winners.
3. Alpha. The FPA powerhouse is stock selection. They carefully assess the downside potential of every investment to avoid value traps and unlock long-term success.
With market concentration on the rise, co-portfolio manager, Brian Selmo, shares why contrarian value investing can help investors generate long-term growth without the pitfalls of traditional value investing.

Brian Selmo

Portfolio Manager, First Pacific Advisors

Brian Selmo joined the firm in 2008. He serves as Portfolio Manager and Director of Research for the FPA Contrarian Value Strategy. Prior to joining FPA, Brian was Founder and Managing Member of Eagle Lake Capital, LLC, and Portfolio Manager of its predecessor. Brian earned a Bachelor’s degree in Economics (with honours) from Johns Hopkins University, where he graduated Phi Beta Kappa.

Nisha Thakrar

Product Specialist

Nisha Thakrar joined Nedgroup Investments in 2023. She has more than two decades of experience engaging with retail and institutional clients across asset class. Nisha was previously at Capital Group where she was an investment specialist for the multi-asset solutions business, senior manager of the product development team in Europe and held various other roles. She holds a master’s degree with honours in electronic engineering with computer science from University College London. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Nisha is based in London.

E: nthakrar@nedgroupinvestments.com
T: +44 (0)20 4513 5986

Rachel Canning

Distribution Support Manager

Rachel Canning joined Nedgroup Investments at the start of 2023 and is Distribution Support Manager, based in London. Rachel holds a BSc (Hons) degree in Business Information Systems Management from Bournemouth University and has over 15 years’ experience in financial services, client services and distribution. Rachel has previously held roles with New Star Asset Management, Henderson Global Investors and Janus Henderson Investors.

E: rcanning@nedgroupinvestments.com
T: +44 (0)20 4513 5975

New Capital

The case for Emerging Markets ex China

PM Fergus Argyle will discuss some of the best investment opportunities in the fastest growing emerging economies, excluding China. As one of the first dedicated emerging market products to exclude China, the team is focused purely on opportunities in these economies which offer an unusual combination of structural appeal at cyclically and relatively depressed valuations. Whilst China confounds investors with speculation about the timing and nature of stimulus, the remaining emerging economies are seeing inflation fall faster than their developed peers; positive real rates and falling interest costs. The opportunity set is broad with record IPOs in recent years.

Fergus Argyle

Portfolio Manager

Fergus Argyle is the co-portfolio manager for the New Capital Emerging Markets Future Leaders Fund. He joined EFG Asset Management in 2022, having previously worked for five years at Somerset Capital, an emerging markets boutique, where he co-managed the Frontier Markets Fund and was a senior analyst. Prior to that, he spent two years at Mobius Capital as a partner and investment manager. He started his career at BlackRock and spent five years as a credit and equity analyst. Fergus has a MA (Hons) degree in Classics from the University of Oxford, which included studying at the Saïd Business School. He also studied Arabic at the University of Damascus and in Sana’a, Yemen.

Giancarlo Cavaliere

Institutional Sales Director

Giancarlo Cavaliere joined EFG Asset Management in 2017 as Business Development Director for Italy, then become responsible for the UK market in 2021.

Prior to that, he worked 16 years in the Global Markets divisions of Credit Suisse First Boston and Bank of America Merrill Lynch selling structured derivatives to Institutional Investors across Europe and the Middle East. Giancarlo has a BA in Business Studies from the Cesem Ecole de Commerce in France.

E: giancarlo.cavaliere@efgam.com
T: +44 (0)20 7173 8011

Justin McKie

Head of New Capital

Justin McKie joined EFG Asset Management in October 2023, with responsibility for leading the growth and development of the New Capital funds. Prior to this, he was a Partner at Goodhart Partners, where he was responsible for their commercial activities. Justin formerly held the role of Head of International Sales at Coronation Fund Managers and before this he ran distribution at Russell Investment Group. Justin holds a Bachelor of Arts (Hons) in Financial Services (Finance & Law) from Bournemouth University.

E: justin.mckie@efgam.com
T: +44 (0)20 7173 8077

Pacific Asset Management

Thinking Differently in North America

Launched in April 2023, Pacific North American Opportunities is managed by Chris Fidyk, former Partner and Portfolio Manager at Findlay Park. The strategy is unconstrained, high tracking error and concentrated in nature, with 25-35 investments in under-researched companies across the market cap spectrum.

This limited capacity strategy is unwaveringly dedicated to generating alpha for long-term clients, thus preventing excess AuM from compromising the investment process. Chris will share his vision and philosophy for this ultra-high conviction strategy, recounting his first year at PAM and conveying his excitement for the opportunity-set outside of the magnificent 7 where in-depth research presents compelling risk-reward profiles.

Chris Fidyk

Portfolio Manager

Chris Fidyk joined the Pacific team in 2022 after 12 years at Findlay Park Partners LLP, for six of those he was Partner and Portfolio Manager. During his time, Chris evaluated and directed investments for a $15bn long-only North American equity fund with a long-term track record of outperformance. Prior to Findlay Park, Chris held multiple roles in investment management and investment banking focused on the healthcare sector.

Chris King

Associate Director

Chris King is an Associate Director at Pacific and joined in April 2020. He is primarily focused on distribution of PAM’s single manager range of funds. Prior to this, Chris spent 4 years at Sabre Fund Management where he worked as a Business Development Analyst, covering investor relations and promotion of quantitative equity hedge funds.

E: cking@pacificam.co.uk
T: +44 (0)20 3970 2944

Vontobel Asset Management

Energy Revolution: Driving Tomorrow's Energy Commitments, Today

This is the Industrial Revolution of our time – a complete transformation of how we harvest, manage and consume energy. Vontobel’s Energy Revolution Fund is designed to grasp every aspect of this energy transition by strategically investing in three key sectors: transition materials essential for the mineral-heavy shift, low-carbon energy sources like natural gas for interim solutions, and renewable energy technologies for the electrification of our society. Romain Hohl will introduce their approach, balancing short-term stability with long-term sustainability and targeting robust and diversified returns whilst advancing the global energy transformation.

Romain Hohl

Portfolio Manager

Romain Hohl joined Vontobel in 2015. As a Portfolio Manager in the Impact & Thematic Investing team within the Vontobel Conviction Equities Boutique, he is responsible for the Energy Revolution strategy and other thematic investment strategies. Before joining Vontobel, he developed various quantitative factor models and portfolio construction tools to automate processes and support equity portfolio managers in security selection. Romain holds a Master of Science in Finance from HEC Lausanne and is also a CFA® charterholder.

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 13 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.

E: freddie.solway@vontobel.com
T: +44 (0)20 7255 8325
M: +44 (0)7436 127581



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: Infusion2024!


We recommend the following reliable car service:

Addison Lee