Welcome Madhushree

Programme

Time Session Location
08:30 - 08:50 Registration Lobby →
08:50 - 09:30 Keynote Address → Green Dragon →
09:30 - 10:10 TwentyFour Asset Management → Four Swans →
10:10 - 10:50 MetLife Investment Management → Four Swans →
10:50 - 11:10 Coffee Punchbowl →
11:10 - 11:50 Antipodes Partners → Black Bull →
11:50 - 12:30 Comgest → Black Bull →
12:30 - 13:20 Lunch Punchbowl →
13:20 - 14:00 PIMCO → Magpie →
14:00 - 14:40 Artisan Partners → Magpie →
14:40 - 15:00 Tea Punchbowl →
15:00 - 15:40 Pictet Asset Management → White Hart →
15:40 - 16:20 Coeli → White Hart →
16:20 - 17:00 Drinks Reception Punchbowl →

Speakers

Keynote Address

Hacking a Billion Dollar Bank in Twenty Minutes

Step into the shoes of Jane, a hacker operating in the digital underground. Based on real-world techniques and true stories from the field (with names changed to protect the guilty), this live, story-driven session follows Jane as she profiles a major financial institution, finds its weak spots, breaks in, and walks out with the crown jewels.

Combining narrative, technical insight, and a live demo, this talk reveals how attackers think, how they break through layered defences, and how organisations and individuals can stay one step ahead.

From phishing emails to privilege escalation, and from password hygiene to personal device risks, the story weaves together key lessons that apply both at work and at home.

A high-stakes cybercrime thriller told from the inside.

Glenn Wilkinson

Glenn Wilkinson is an ethical hacker who spent years breaking into banks, governments, and global companies, all with permission. Today, he is a keynote speaker known for bringing audiences inside the hacker’s world to reveal how attackers think and what the rest of us can learn from it. His talks combine live demonstrations, real attack stories, and insight into risk, resilience, and human behaviour. Whether showing how a billion-dollar organisation can be breached in minutes or unpacking the mindset that makes attackers effective, Glenn leaves audiences thinking differently about pressure, systems, and staying one step ahead.

Glenn has spoken at Black Hat and DEF CON, and for Fortune 500 companies, law firms, public sector bodies, and global media. His work has featured on CNN, BBC, and Channel 4, and even in a Broadway production with Daniel Radcliffe.

Alongside his speaking work, Glenn runs Agger Labs, the team behind Agger, a tool built to kill ransomware. He is a Rhodes Scholar and holds two Master’s degrees from the University of Oxford.

TwentyFour Asset Management

Multi-Asset Credit – Capturing the best relative value opportunities across fixed income

How can investors identify attractive opportunities across today’s evolving credit markets whilst maintaining the flexibility to adapt as conditions change? In this session, George Curtis, Partner, Portfolio Manager, will introduce the recently launched TwentyFour Multi-Asset Credit Fund and explain the investment philosophy behind its flexible approach. Drawing on TwentyFour’s expertise across the credit spectrum, including structured credit and financials, he will discuss how the fund seeks income and resilient risk-adjusted returns, the reasons why active credit allocation still matters, and where he sees the most compelling opportunities for investors. George will also explore why this approach may be particularly appealing to investors who prefer to manage their government bond exposure separately, and how a dedicated multi-asset credit strategy, which focuses on credit selection and relative value opportunities across the global credit universe, could potentially deliver more resilient risk-adjusted returns.

George Curtis

Partner, Portfolio Manager

George Curtis is one of the Firm’s partners and a member of the Multi-Sector Bond portfolio management team. Before joining TwentyFour, George worked as a futures trader at Marex Spectron. George is a CFA® Charterholder and holds a BSc in Economics from the University of East Anglia.

Sophia Papi

Head of UK Wholesale

As Head of UK Wholesale, Sophia Papi is responsible for planning and executing TwentyFour’s distribution to discretionary fund managers, wealth managers and global banks throughout the UK. She is also a member of the firm’s ESG Committee. Prior to joining TwentyFour in 2011, Sophia graduated from Queen Mary University of London with a BSc in Biochemistry.

T: +44 (0)20 7015 8931
E: sophia.papi@twentyfouram.com

Elliot Bussey

Business Development

Elliot Bussey joined TwentyFour in 2014 as a member of the Distribution and Client Servicing team. Elliot develops and manages TwentyFour’s institutional and wholesale client relationships throughout the UK. Before joining TwentyFour, Elliot worked at Barclays Wealth. He holds a degree in Finance & Business from Bournemouth University and also holds the Investment Management Certificate (Level 4).

T: +44 (0)20 7015 8935
E: elliot.bussey@twentyfouram.com

MetLife Investment Management

Finding the Next Generation of Japanese Equity Winners: Using Lifecycle Research to Identify Mispriced Change

Japan's equity market is undergoing profound change, driven by corporate governance reform, technological innovation, demographic shifts, and evolving shareholder priorities. In a market increasingly defined by corporate reform, innovation, and structural change, the greatest opportunities may lie not in what companies are today, but in what they are becoming.

Presented by Yukihiro Iwasaki, Senior Portfolio Manager, this session will explore how PineBridge Japan Equity Fund seeks to uncover opportunities beyond traditional sector and style classifications through a proprietary Lifecycle Categorization Research framework. By identifying companies experiencing transformational change before it is fully reflected in market valuations, the fund aims to generate differentiated alpha while maintaining disciplined risk management.

Yukihiro Iwasaki

Senior Portfolio Manager

Yukihiro Iwasaki joined PineBridge Investments in 2008 and is a Portfolio Manager of the PineBridge Japan All Cap Equity Strategy, a role he assumed in 2020. From 2016 to 2023, he managed PineBridge’s Japan CSR funds, and between 2008 and 2019, he worked as an investment analyst covering a broad range of sectors. Prior to joining PineBridge, Yukihiro was at Goldman Sachs Japan where he began his career. Yukihiro holds a Bachelor’s degree in political science and economics from Waseda University.

Yukihiro joined MIM in December 2025, in connection with the acquisition of PineBridge Investments by MetLife Investment Management.

James Quinn

Head of Intermediary Sales, UK

James Quinn is Head of Intermediary Sales, UK, and is responsible for developing MetLife Investment Management’s UK intermediary business. James joined PineBridge from Robeco, where he was the firm’s Global Wholesale & Financial Institutions Manager. Prior to this, James worked at Sloane Robinson as a Business Development Manager. James holds an MSci (Honours) in Chemistry from The University of Nottingham and is a CFA Financial Analyst Charterholder.

M: +44 (0)7915 545862
E: james.quinn@metlife.com

Andrew Keenan

Client Relations

Andrew Keenan is a Vice President within MetLife Investment Management’s Client Relations team and is responsible for supporting institutional and intermediary clients across the EMEA region. Based in London, he works closely with investors and distribution partners, providing relationship management and client service support across the firm’s global investment platform. Andrew holds a BA (Hons) in Business Management from Northumbria University.

M: +44 (0)7309 726381
E: andrew.keenan@metlife.com

Antipodes Partners

Beyond the Narrow Market: Positioning for the Next Cycle's Winners

2026 has again seen markets narrow sharply around a single theme: AI hardware supply-chain bottlenecks, amplified by the launch of Claude Cowork and scaled-up capex plans. Concentration and single-theme exuberance typically precede a durable broadening, with value dispersion narrowing even as industry outcomes widen through disruption. Markets are at a turning point where the next cycle’s winners will look very different from previous decades. Antipodes industry-led research identifies these asymmetric opportunities by assessing business resilience and growth the market misses. Allocators seeking diversification and downside protection should consider what a pragmatic and nimble approach to value can bring to global equity portfolios. Since 2015, Antipodes has proven this philosophy works, delivering all-weather performance through the cycle.

Jacob Mitchell

Founder, CIO, and Lead Portfolio Manager

Jacob Mitchell is the CIO & Lead Portfolio Manager of the Antipodes Global Value Fund with responsibility for the team-wide investment philosophy and process. Jacob founded Antipodes in 2015 in Sydney, growing the firm from a dedicated global value manager into a multi-specialist investment firm. Prior to Antipodes, Jacob spent 14 years at Platinum Asset Management where he was the Deputy Chief Investment Officer jointly responsible for the firm-wide investment process, and a Portfolio Manager of the flagship Platinum International Fund. During his time, he also served as Portfolio Manager for the Platinum Unhedged Fund and the Platinum Japan Fund.

Kusal Meemeduma

Client Director

Kusal Meemeduma leads the Antipodes Global Client team. He was previously Senior Investment Specialist for AMP Capital's global equities business, where he also ran the investor relations program for the Asian equities business. Kusal began his career in corporate advisory across both Australian and Global firms. He holds a Bachelor of Commerce (Economics & Finance) and a Master of Accounting from Curtin University and is a qualified Chartered Accountant.

Lawrence Brennan

Director, Head of UK Wholesale, Pinnacle Investment Management

Larry Brennan joined Pinnacle in July 2026 as Head of UK Wholesale. He has been in Distribution for over 25 years with roles at Artemis, Tellworth and Premier Miton. Larry is a History Graduate and was Commissioned in the Army before starting mutual fund sales.

M: +44 (0)7973 817025
E: lawrence.brennan@pinnacleinvestment.com

Comgest

Same Philosophy, Refined Execution: How We've Rebuilt Our GEM Strategy

Nick Payne joined Comgest in 2025, bringing 30 years of emerging markets experience to a team already grounded in Comgest's quality growth philosophy. Since joining, Nick has sharpened portfolio construction and tightened the investment process, extending holding periods, reducing trading frequency and building a more concentrated, higher-conviction portfolio that puts quality and growth firmly ahead of valuation. Nick will explain how the process has evolved and where the team is finding quality growth opportunities that most investors are missing.

Nick Payne

Analyst and Portfolio Manager

Nick Payne joined Comgest in 2025 and is a Paris-based Analyst and Portfolio Manager specialising in Global Emerging Market equities. Prior to joining Comgest, Nick was Head of Global Emerging Market equities at Jupiter Asset Management in London for seven years. He previously worked at Nomura Asset Management and was a Partner at Rexiter Capital Management, a specialist emerging markets boutique, from 1999 to 2012. His career in emerging markets began at Kleinwort Benson Investment Management in 1996. Nick holds a Bachelor of Commerce degree in Commerce and German from the University of Birmingham (UK) and is an Associate of the Society of Investment Professionals (ASIP), the UK’s forerunner to the CFA, now affiliated with CFA UK, the local chapter of the CFA Institute.

Hannah Rosley

Investor Relations

Hannah Rosley joined Comgest in June 2021 and is responsible for promoting Comgest’s fund range to the UK Discretionary market. Prior to joining Comgest, Hannah worked at Federated Hermes, Legal and General Investment Management and EFG Private Bank. Hannah passed the CISI Private Client Investment Advice & Management (PCIAM) with Distinction and holds a BA (Hons) in European Politics and French and the CFA Certificate in ESG Investing.

M: +44 (0)7786 691831
E: hrosley@comgest.com

Tom Culhane

Investor Relations

Tom Culhane joined Comgest in 2023 and works in Investor Relations, covering the UK and Ireland. He brings over a decade of experience in asset management, with previous roles at BMO Global Asset Management, T. Rowe Price and Impax Asset Management. Tom holds an MSc in Business and Management and a BA in Business Enterprise Development, both from the University of Portsmouth. He is a holder of the Investment Management Certificate and the CFA Institute Certificate in ESG Investing.

M: +44 (0)7817 296522
E: tculhane@comgest.com

PIMCO

Seeking Out the Best Global Fixed Income Opportunities

The PIMCO Global Bond Opportunities Fund gives UK investors access to one of PIMCO's most compelling global bond strategies for the first time. Built around their highest-conviction investment ideas, the strategy has the flexibility to move across countries, sectors, interest rates, credit, currencies and emerging markets in pursuit of the most attractive opportunities worldwide. With a heritage dating back to 1998 and powered by PIMCO's global investment platform, it offers investors a genuinely unconstrained approach to fixed income, designed to adapt to changing markets; uncover value wherever it exists and seek to deliver attractive returns through active management.

Sachin Gupta

Portfolio Manager

Sachin Gupta is a managing director and global portfolio manager based in PIMCO’s Newport Beach office, where he leads the global desk. He is an advisory member of the Asia-Pacific Portfolio Committee, previously served on the Investment Committee and held portfolio management roles in London and Singapore, focusing on global government bonds, foreign exchange, and derivatives. Before joining PIMCO in 2003, he worked in fixed income and currency derivatives at ABN AMRO Bank. Sachin has 29 years of investment experience, holds an MBA from XLRI, India, and a degree from IIT Delhi. Since 2018, he has served on and now chairs The Global FoodBanking Network board.

Matthew Frost

SVP Account Manager

Matthew Frost is a senior vice president and account manager in PIMCO’s global wealth management team in London. He joined PIMCO in 2025 after 24 years at Janus Henderson Investors, where he was director of London sales within the UK client group. He previously worked at Henderson Global Investors, Gartmore Investment Management and Westpac Banking Corporation. He has 34 years of investment and financial services experience.

M: +44 (0)7946 182038
E: matthew.frost@pimco.com

Artisan Partners

A Differentiated Approach to Active Emerging Market Investing

The development of the strategy in the aftermath of the Asian Financial Crisis of the late 1990s laid the foundation for Portfolio Manager, Maria Negrete-Gruson, and her team to establish a distinctive investment approach to emerging markets, one that has continued to evolve over time. In this session, Maria will discuss the strategy's more recent evolution and the key considerations involved in constructing an authentic emerging markets portfolio. She will explore how the team looks beyond the constraints of benchmark indices, the quantitative and qualitative tools employed to identify corporate improvers and companies with sustainable growth potential ahead of broader market recognition, and the framework used to assess the macroeconomic and company specific risks inherent across the emerging markets universe.

Maria Negrete-Gruson, CFA

Portfolio Manager/Analyst

Maria Negrete-Gruson, CFA, is a managing director of Artisan Partners and the portfolio manager for the Artisan Sustainable Emerging Markets Strategy. Prior to joining Artisan Partners in April 2006, Maria was the portfolio manager for DuPont Capital Management’s emerging markets equity portfolios. Before assuming responsibilities as portfolio manager, she was an international equity analyst at DuPont covering the developed Asia-ex Japan region. Earlier in her career, she was a foreign exchange trader for Banco Ganadero in Bogotá, Colombia. Maria holds a bachelor’s degree in finance and international relations from Universidad Externado in Colombia and a master’s degree in business administration from Columbia Business School.

Max Harper

Director of UK Intermediated Sales

Max Harper is a director of Artisan Partners with responsibility for the UK wholesale market. Prior to joining Artisan Partners in February 2026, Max worked as an executive director of UK sales with Morgan Stanley Investment Management from 2017. Before that, he held various sales roles focused on London and the Channel Islands for Janus Capital Group, Kepler Partners, NewSmith and F&C Asset Management (formerly Thames River Capital).

T: +44 (0)20 7766 7116
E: max.harper@artisanpartners.com

Pictet Asset Management

Real Asset Equities – Diversification and inflation protection

Amid record equity market concentration in tech and AI, real asset equities offer diversified drivers and diversified returns. Electrification, digitisation, reindustrialisation, demographic shifts, and energy security – all require increased investment in the enduring heavy assets that are the backbone of the global economy. Across utilities and energy infrastructure, through to quarries and mines, those strong fundamentals are not yet reflected in attractive equity valuations. As Pictet Asset Management brings their 21-year track record of infrastructure and utilities investing to a new broader Real Assets Dividend strategy, James Wigley, Senior Investment Manager, will explain how irreplaceable physical assets provide enduring barriers to entry for companies across the sectors, offering investors a core of resilience and inflation protection, growing dividends, and the potential for all-weather returns.

James Wigley

Senior Investment Manager

James Wigley joined Pictet Asset Management in 2014 and is a Senior Investment Manager in the Specialist Equities team. Prior to taking on his current role in 2018, he was a Senior Investment Manager in the Total Return Atlas team. Before joining Pictet, James was an analyst at GAM. Prior to that, he held analyst roles at Cantillon Capital and Merrill Lynch Investment Managers and was an Assistant Portfolio Manager at Fleming Family & Partners. James holds a Bachelor's in Economics from the University of Birmingham. He is a Chartered Financial Analyst (CFA) charterholder and holds the Investment Management Certificate (IMC).

Daniel Franklin

Head of Wholesale UK & Ireland

Dan Franklin joined Pictet Asset Management as Head of Wholesale UK in September 2017. Based in London, Dan focusses on developing the Wholesale business in London & the Channel Islands. Prior to joining Pictet Asset Management, Dan was a Business Development Director at Legg Mason for nearly 6 years. He has also held roles at Legal & General Investment Management, Threadneedle and M&G. Dan graduated with a BA in History & American Studies from Middlesex University and holds the Investment Management Certificate (IMC).

M: +44 (0) 7776 254956
E: dfranklin@pictet.com

Coeli

A Concentrated Bet on Manager Skill Over Beta

Mikael Petersson founded the Coeli European Equity Fund in August 2023, bringing over 30 years of financial markets experience. His background as being the first hired analyst at Lansdowne Partners under Stephen Heinz has been the template for his investment philosophy today. In this session, Mikael will discuss what sets his approach apart: the combination of disciplined stock picking and active portfolio construction. He will explore how the team identifies "misunderstood" businesses, companies trading below their true worth where management can act as a catalyst to unlock value. With the European equity space increasingly dominated by benchmark hugging strategies, this session will examine the case for a concentrated Small-Mid cap European approach run by a manager who treats portfolio construction as seriously as stock selection, a combination that is becoming increasingly rare in today's market.

Mikael Petersson

Founding Partner and Portfolio Manager

Mikael Petersson has nearly 30 years of experience working in the financial industry. In 2000 he joined Lansdowne Partners in London as the first analyst to be hired. There, he worked closely with Steven Heinz and created the blueprint for the investment strategy that he applies today and has refined over the years. Mikael has also worked as portfolio manager at SEB in Sweden and Kairos Investment Management in London. The Coeli European Equity Fund was launched in August 2023 and has had a successful track record since then employing the investment philosophy that Mikael has deployed and perfected over the last 20 years.

Stephen Byfield

Director, Denman Capital

Stephen Byfield has over 35 years’ experience in capital introduction, stockbroking and asset management. Based in London, Tokyo, Kuala Lumpur, Singapore and Zurich, Stephen has worked for leading investment institutions, including Henderson Global Investors, Robert Fleming Securities, Salomon Brothers and Cazenove & Co.

E: stephen@denmancapital.com

Alastair Kuhn

Director, Denman Capital

Alastair Kuhn began his career in financial services in 1996 at Credit Agricole where he was responsible for managing and placing alternative investment funds to institutional investor in Continental Europe. He also spent time at LCF Rothschild Asset Management, Turnstone Asset Management and Lion Capital Advisors in a similar capacity.

E: alastair@denmancapital.com

Downloads

Information

NGF International 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

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 the network ‘NGF International’ and use the password: Infusion2026!