19 - 22 June 2007, Jumeirah Carlton Tower, London, United Kingdom
5th annual event! The big event for the big picture!
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Calendar of Events
Hedge Funds World Asia 2008 ~ Hong Kong
Electronic Trading Asia 2008 ~ Hong Kong
Hedge Fund Replication & Alternative Beta USA 2008 ~ New York
Investing in 130/30 Funds Europe ~ London
Quant Invest 2008 ~ London, UK
Hedge Funds World LatAm 2008 ~ Miami
Hedge Funds World Awards LatAm ~ Miami

More events >

Speakers      

Edward Altman,
Max L. Heine Professor of Finance,
NYU Stern School of Business


Edward I. Altman is the Max L. Heine Professor of Finance at the Stern School of Business, New York University. Since 1990, he has directed the research effort in Fixed Income and Credit Markets at the NYU Salomon Center and is currently the Vice-Director of the Center.
Dr. Altman has an international reputation as an expert on corporate bankruptcy, high yield bonds, distressed debt and credit risk analysis. He is currently an advisor to the Centrale dei Bilanci in Italy and to several foreign central banks. He was inducted into the Fixed Income Analysts Society Hall of Fame in 2001 and elected President of the Financial Management Association (2002).

Professor Altman has published or edited almost two dozen books and over 100 articles in scholarly finance, accounting and economic journals. His work has appeared in many languages including French, German, Italian, Japanese, Korean, Portuguese and Spanish.


Chris Armitage,
Managing Director, UK,
FourWinds Capital Management


Jeremy Armitage,
Senior MD and Global Head of Research,
State Street Global Markets


Mr. Armitage is responsible for the Research department of State Street Global Markets and is based in London, England. This global team is renowned for their research in the fields of investor behavior and portfolio and risk management. Our theoretical work is regularly published in prestigious academic and practitioner journals, such as the Journal of Financial Economics, the Journal of Portfolio Management and the Financial Analysts Journal.
For our clients we provide an analytical framework and a full spectrum of indicators, tools, and strategies spanning the global markets that enable them to reexamine their investment opportunities from new, illuminating perspectives. This award-winning analysis is regularly cited in the financial press and is available to clients through Global Markets’ research portal, www.globallink.com.
Mr. Armitage has been at the forefront of establishing our research agenda, having been appointed Managing Director and Head of State Street Associates in August 2000. Mr Armitage was promoted to Senior Managing Director in September 2006. This unique partnership was formed by State Street in conjunction with academic and practitioner thought leaders in the Finance profession.
Prior to this role Mr. Armitage worked for State Street in their London branch for eight years in a number of management positions within the Global Markets business and has assisted clients across the globe in providing solutions to complex investment problems. He has presented at conferences worldwide has had numerous articles published in the financial press. He has a BS in Computing Science, Imperial College, London, holds the CFA designation and is member of the UK Society of Investment Professionals.


Byron Baldwin,
End Investor Business Development,
Deutsche Boerse AG / Eurex AG


Byron has twenty five years experience in derivatives working with hedge funds, central banks, asset managers and corporations. He has written a number of articles on the use of derivatives in asset management and has lectured on derivatives at the London Metropolitan University. Byron took his first degree in Monetary Economics at the London School of Economics and has an MSc in Finance from the University of Leicester. Byron will run the first morning session.

Mr Giovanni Beliossi,
Managing Partner and Chief Executive Officer,
FGS Capital


Giovanni is Managing Partner at FGS Capital LLP, where he is the CEO and is responsible for portfolio management. Previously he was Associate Director of hedge funds at First Quadrant Ltd, where he set up and was the portfolio manager of its Pan European long/short equity market neutral portfolios, and was responsible for UK-based hedge fund business. He has extensive experience of managing equity market neutral portfolios since 1995, when he joined the firm. Prior to that he was a tenured Research Fellow with the Economics Department of the University of Bologna in Italy, and he has held appointments with BARRA International and Eastern Group Plc. He co-founded the Real Options Group to look at research and applications of Real Options to corporate finance and investments. He is an active member of AIMA (Alternative Investment Management Association) and a Research Committee member of Inquire UK. He is a Board member of the International Association of Financial Engineers (IAFE). He is the European Chair of the Steering Group of the Investor Risk Committee (IRC) of IAFE working on guidelines for disclosure and transparency for hedge funds. Giovanni is a CFA Charterholder.

Kelsey Biggers,
Managing Director,
K2 Advisors


R. Kelsey Biggers, Managing Director, Risk Management for K2 Advisors graduated with an MBA from Columbia University Business School in 1980. He has worked in financial services and institutional investing since 1983 when he joined General Electric Information Services as the Financial Services Marketing Manager developing global network solutions for Wall Street trading firms. In 1987, Mr. Biggers joined Bankers Trust as a Vice President responsible for on-line trust and performance measurement services for institutional investors. Over the next decade Mr. Biggers held a number of management positions in trust services, performance and risk analysis. In 1993, as a Managing Director, he developed the Bank’s RAROC 2020 risk measurement service that commercialized mark-to-market, Value at Risk and stress testing methodologies developed at Bankers Trust. In 1996, Mr. Biggers joined the Wall Street-based information technology company, Plural, as Executive Vice President responsible for Sales and Marketing. In 1998, as CEO and President he founded Measurisk, a web-based service company that provides risk analysis to institutional investors like General Electric and The World Bank. In April 2002, Mr. Biggers joined K2 Advisors, a Fund of Hedge Funds headquartered in Stamford Connecticut with $5.3 billion under management. He is responsible for risk management and sits on the Management committee.

Tim Bond,
Managing Director, Global Bond Strategy,
Barclays Capital


Tim Bond is a Managing Director in the Research team at Barclays Capital, the investment banking division of Barclays PLC. He is responsible for international bond strategy research and specialises in a global macroeconomic approach to asset allocation.
Mr. Bond has been with Barclays Capital since 1998. He joined the firm from the hedge fund, Moore Capital, where he worked as a portfolio strategist. Prior to Moore, he worked in sales, strategy and proprietary trading roles for ten years at Tokai Bank London, a bond trading boutique that averaged the highest returns on capital of any UK institution in the early to mid-1990’s. Prior to Tokai Bank, Tim spent three years as a market-maker in floating rate notes.
Mr. Bond graduated from Oriel College at Oxford in the UK with a BA Hons in English Literature.


David Brief,
Chief Investment Officer,
BAE Systems Pension Fund Investment Management


David Brief is 50 and a graduate of St. Anthony’s and University College Oxford (BA and M Litt in Modern History). He started his career in Investment Management as an equity analyst at Provident Life Association of London Ltd. He then worked for Wood Mackenzie and Company. In 1987, he joined Citibank Global Asset Management as Head of UK equities managing portfolios for a variety of non-UK institutions.

In early 1992, he joined Courtaulds Pension Fund (£1.7bn) as Deputy Investment Manager becoming Chief Investment Officer in 1994. In 1998, he was asked to head up the investment department of the Lucas Pension Scheme (£3bn) where he supervised a major reconstruction of the portfolio to conform to a new benchmark and in February 2001, following the takeover of Lucas by TRW, he moved to his present position as Chief Investment Officer of BAE SYSTEMS Pensions Investment Management Ltd. He is currently responsible for managing the assets of the BAE SYSTEMS Main Scheme (£7bn) and the BAE SYSTEMS 2000 Scheme (£3bn). He also acts as internal investment advisor to the Royal Ordnance Scheme (£900mn).

In his career as an in-house manager, he has had broad experience of all aspects of investment management including such areas as asset allocation, active and passive equity management, property management, selection of managers, asset-liability studies, transition management, custody and accounting systems. He has also been actively involved in the communication of investment issues to Trustees and members of schemes.


Chris Carter,
Partner,
Origin Asset Management


Chris is a founding partner of Origin Asset Management. He was formerly a senior investment manager at Investec Asset Management, where he was one of the architects of the company’s investment process and managed global equity and balanced portfolios. Prior to joining Investec, he was head of the Global Investment Strategy team at UBS, which produced and marketed strategic investment research to UBS’s global institutional client base. Chris has also held senior portfolio management positions at CIGNA International and at Worldinvest (now New Star), in both cases responsible for the management of global equity investment processes and portfolios.


Peng Chen,
President and CIO,
IbbotsonAssociates, A Morningstar Company


Dario Cintioli,
Global Director of Risk,
StatPro Group


Dario Cintioli, 40 years old, is the Global Head of Risk of StatPro and the creator of the Risk Management system SRM (Statpro Risk Management); he is an expert in risk management and in pricing techniques and methodologies.
Dario founded RiskMap in 2000, which StatPro purchased in 2003 to become StatPro Italia. Before establishing RiskMap and joining StatPro Dario spent 10 years in leading financial institutions, as Head of Interest Rate Derivatives and Head of Quantitative Analysis.


Jonathan Clarke,
Director of Treasury,
RHM PLC


Jonathan has been Director of Treasury at RHM since 2002, and involved in Funding and Investment issues both from a corporate and trustee perspective. The RHM pension invesmment strategy has developed from a relatively conventional equity/ bond prtfolio, to one encompassing LDI, interst rate swaps, and significant alternative investments.

Peter Damesick,
Head of UK Research,
CB Richard Ellis Ltd


Peter Damesick is an Executive Director and Head of UK Research at CB Richard Ellis, the world’s largest real estate services firm. He is a well-known analyst and commentator on the UK commercial property market and provides frequent advice and consultancy for a wide range of CB Richard Ellis clients in the areas of market analysis, forecasting and strategy. Clients include investors, developers, occupiers and public authorities.

Peter received his first degree and doctorate from Cambridge University. He joined CB Richard Ellis originally in 1988 having previously worked in management consultancy and as a university lecturer at Birkbeck, University of London, where he is now a Visiting Professor in the School of Geography there. He is an ex-Chairman of the Society of Property Researchers and former member of The Bank of England Property Forum.


Mr Jack Doueck,
Managing Principal,
Stillwater Capital Partners


Jack Doueck has been has been actively investing on his own behalf and for others, in alternative strategies since 1985. Mr. Doueck was responsible for the formation of one of the first convertible bond arbitrage hedge funds in January 1992 and founded Stillwater Capital Partners in January of 1997.

Stillwater has become a leading provider of alternative investment services to Funds of Funds, Investment Advisors, Endowments, Foundations, Private Family Offices, Trust Companies, RIA Firms, Insurance Corporations, High Net Worth Individuals, and Institutions Worldwide. With over $750,000,000 under management, Stillwater performs independent and comprehensive research and utilizes a risk-controlled approach to investing.

Stillwater’s specific expertise lies in Asset Backed Investment Strategies that have historically generated returns uncorrelated to the general direction of the markets with lower volatility.

Jack Doueck is a published author and has been a featured speaker at numerous alternative investment conferences around the world. He currently serves on the Board of Directors of several charitable organizations. Mr. Doueck graduated Valedictorian from Yeshiva University and has attended the Bernard Revel Graduate School.


Mebane Faber,
Portfolio Manager,
Cambria Investment Management


Mebane Faber is a portfolio manager at Cambria Investment Management in Los Angeles, CA. Cambria focuses on quantitative based initiatives that include domestic equities and global tactical asset allocation portfolios. Mebane is a Chartered Alternative Investment Analyst (CAIA), and a Chartered Market Technician (CMT).

Craig Gillespie,
Senior Investment Consultant,
Watson Wyatt Limited


Craig joined Watson Wyatt in January 1996, where he is a senior investment consultant in the Investment Strategy Team. Craig is one of our most senior investment strategists in the UK asset allocation team providing advice on asset liability modelling and strategic asset allocation for UK and overseas pension schemes and other financial institutions.

Craig joined Watson Wyatt from another major firm of employee benefits consultants, where he worked for five years in their investment department specialising in Asset Liability Modelling. Prior to this Craig worked for a major life office in their actuarial services department.

Craig graduated from Manchester University with a BSc in mathematics and is a Fellow of the Institute of Actuaries.


Toby Goodworth,
Head of Risk Management,
Intelligence Capital Limited


Toby is Head of Risk Management at Key Asset Management. He holds a Ph.D. in Physics from University College London, and a First Class honours degree in Physics, also from UCL. Previously Toby worked at Io Investors as a Quantitative Risk Manager. Dr Goodworth is the author of numerous academic and industry papers, and is an occasional lecturer at the Judge Institute, University of Cambridge.

Mr. Javier Guerra,
Portfolio Manager,
Quantek Asset Management


Lennox Hartman,
Head of Fixed Income Research,
Hewitt Associates


Lennox joined Hewitt Bacon & Woodrow in 2000. He is a senior member of our manager research team and is head of fixed income research. He also heads the Manager Selection Specialism team that, together with our research department, ensures that the manager selection process is efficient and meets trustees' requirements. Lennox is one of the Investment Practice's asset-liability modelling specialists.

He has a degree in Actuarial Mathematics and Statistics from the University of the Witwatersrand (Johannesburg) and a certificate in Investment and Finance from the Institute of Actuaries.


Jason Hsu,
Director, Research and Investment Management,
Research Affiliates


Dr. Hsu oversees the research and investment management areas at Research Affiliates. In addition, he oversees research on the asset allocation models and equity strategies that underpin RA's fundamental indexation concept. He began his career working in the derivatives research/trading area of Taiwan’s Far Eastern Securities. Jason taught financial management at the Taiwan National University of Political Science (NCCU) and at the Shanghai University of Financial Economics. He was also a research fellow at the NCCU’s Center for Business Economics and Computational Finance. Jason is currently a visiting professor at the Paul Merage School of Management at the University of California, Irvine. Jason graduated summa cum laude from California Institute of Technology and earned his Ph.D. in finance at the University of California, Los Angeles where he conducted research on the equity premium, business cycles, and portfolio allocations.
Jason does not work for PIMCO but for a company called Research Affiliates (RA). RA shares ideas and markets products in partnership with some of the world’s leading financial institutions, including PIMCO. These affiliations take the form of direct asset management, sub-advisory services, and licensing agreements. Over $19 billion in assets are managed using investment strategy developed by RA.


Jessica James,
Global Head, Investor Risk Advisory, FX,
Citi


Jessica James is a Director and Global Head of the Investor Risk Advisory Group. The group advises clients on FX investment strategies, with a strong focus on systematic alpha model development. Jessica has been at the forefront of developing currency risk management models and overlay strategies, and pioneered the use of Extreme Value Theory to manage the risk of large FX moves. She also has a wealth of experience in the practical process of setting up currency overlay as a business, including trading strategy testing, design and marketing. Prior to joining Citigroup, Jessica headed the Currency Overlay team within Europe at Bank One. She is on the Board of the Journal Quantitative Finance, and the ICBI finance conference board. She has participated in several government Task Forces and is involved with the Institute of Physics as a member of their governing body and a member of their Industry and Business Board. Prior to her career in finance, Jessica lectured in physics at Trinity, Oxford, having completed her Ph.D. in Theoretical Atomic and Nuclear Physics in 1994.

Kristjan Kasikov,
Quantitative Analyst, Investor Risk Advisory, Foreign Exchange,
Citi


Chris Keen,
Partner,
Culross Global Management Limited


Christopher Keen is one of the Partners of the firm. He began his career in 1973 with W. Greenwell & Co, a UK stockbroker. In 1975 he joined the United Bank of Kuwait, a UK Bank owned by Kuwaiti institutions. After holding various senior management posts, he was appointed Chief Executive in 1986.
Investment Management was a core business of the Bank. Keen founded and chaired UBK Asset Management which managed $2bn of Global Fixed income funds.
In 1988 he created a High Yield Bond investment management team. By 1998 this group, together with a specialist Islamic unit, added a further $1bn to the funds managed by the UBK.
At the end of 1998 he joined Culross. He is the Chairman of Aston Mansfield Charitable Trust.
Christopher was born in 1950 and is a British national. He was educated at the London School of Economics graduating in 1972 with a BSc (Econ). He is a Fellow of the Association of Certified and Corporate Accountants (FCCA).


Jan Longeval,
Chief Executive Officer,
Degroof Institutional Asset Management


Jan Longeval is Head of Instituional Portfolio Management at Bank Degroof and Chairman of the Board - Degroof Fund Management. He has been a Visiting Lecturer in Financial Analysis and Valuation at EHSAL, Brussels and VLEKHK, Brussels. He is an expert in Behavioural Finance.

David Miles,
Managing Director and Chief UK Economist,
Morgan Stanley


David Miles became Managing Director and Chief UK Economist at Morgan Stanley in October 2004. He joined from Imperial College, University of London, where he retains the role of visiting Professor of Financial Economics. He specialises in research on financial markets. Miles worked for the Bank of England for several years after graduating from Oxford. After a spell in the economics Department at Birkbeck College, London he was Chief UK Economist for Merrill Lynch. He joined Imperial College in 1996. He has published widely on many aspects of finance and macroeconomics. His recent book “Macroeconomics: Understanding the Wealth of Nations”, jointly written with Andrew Scott of the LBS, has just appeared in second edition. An earlier book, “Housing, Financial Markets and the Wider Economy” (1994) analysed the changing pattern of housing and housing finance in the UK.

In the 2003 Budget Chancellor of the Exchequer Gordon Brown announced that he had asked Miles to undertake an independent review of the UK housing market focusing on the absence of much longer-term fixed rate lending. The Miles Report was published by HM Treasury in the Spring of 2004. Miles was appointed a non executive Director of the FSA in December 2003 and took up his post on the Board of the FSA in Spring 2004.


Carolina Minio-Paluello,
MD, Head of Quantiative Resources Europe,
Goldman Sachs Asset Management


Carolina Minio-Paluello, Managing Director (Ph.D. London Business School 1998). Carolina joined GSAM in May 2000 in the Institutional Client Research and Strategy Group. In November 2000 Carolina joined the Global Fixed Income and Active Equity teams to manage the global balanced product. In December 2001, she joined the Quantitative Resources Group and became responsible for Quantitative products in Europe and Asia ex-Japan. Prior to joining GSAM, Carolina worked at JP Morgan Investments in the Strategic Investment Advisory Group. Carolina received a BA in Economics from Université Libre de Bruxelles and a Masters in Finance from Université Catholique de Louvain, and a PhD in Finance from the London Business School.


Paola Muratorio,
President,
Inarcassa (Italian Social Security Fund)


Inarcassa is the Italian national social assistance fund for self-employed engineers and architects, and has developed an outstanding reputation, receiving awards for the best social security management in Italy, from IPE, Investments & Pensions Europe in 2002, 2003, 2005 (best pension fund and best portfolio construction), 2006 (specialist investment).

Paola Muratorio is herself a qualified architect, becoming President of Inarcassa in 2000, and re-elcted in July 2005. Since 2002, she has also been a board member of Adepp (Association of Privatized Social Security Bodies). Paoloa has engaged in developing Inarcassa's real-estate assets and has also attained outstanding results in investment in tradable assets.


Edwina Neal,
Chief Investment Officer, Equities,
ABP Investments


Edwina Neal is a member of the board of directors of ABP Investments and CIO Equities, with responsibility for ABP’s 70 billion euro equity portfolio. She joined ABP Investments in 2002 as a global equity fund manager. Her 20 years of experience includes working at the Bank of England, Norwich Union Investment Management (now Morley Fund Management), and as a global equity strategist at Lehman Brothers in London.

Vince O'Brien,
Director,
Montagu Private Equity


Vince O’Brien is a director of Montagu Private Equity and is responsible for all aspects of its investor relations and fundraising activities. He also sits on Montagu’s Executive and Investment Committees. Prior to joining Montagu in 1993 he qualified as a Chartered Accountant with Coopers & Lybrand, where he worked for seven years as a corporate finance advisor , focusing on private equity fundraising and due diligence.

Montagu Private Equity is one of Europe’s best known private equity investors and invests primarily in management buyouts of companies operating across a wide range of industries in the UK, France, Germany and the Nordic region. It has over €3 billion of funds under management and focuses on enterprises with a minimum enterprise value of €75 million and above.

Vince is Immediate Past Chairman of the British Venture Capital Association. He is therefore involved in representing the industry across a broad range of issues affecting the BVCA’s members and the UK entrepreneurial environment in general.

He has also served on the Investment and Innovation Committee of NESTA, the National Endowment for Science, Technology and the Arts.


Katharine Pulvermacher,
Managing Director Investment Research and Marketing,
World Gold Council


Katharine Pulvermacher is responsible for Investment Research and Marketing at the World Gold Council, where she has worked since 2001. During this period, she has built up a solid base of research on gold as an investment, catering for the needs of private banking professionals as well as institutional investors and their advisors. She maintains an active dialogue with both groups and is a regular speaker at conferences and seminars.

In addition to analysis of gold market fundamentals with respect to their impact for investors, Katharine’s core research area is the strategic role of gold in investment portfolios. Before joining the World Gold Council, Katharine was working on a PhD in Economics at the School of Oriental and African Studies, University of London, whilst teaching Econometrics and Finance. She obtained her MSc in Economics (with distinction) from the same college and also holds a degree in Psychology and Sociology from the University of Cape Town.


Thomas Raber,
Founding Partner,
Alvine Capital Management Ltd


Thomas Raber is the founding partner of Alvine Capital Management Limited. Alvine was started in 2005 as a consultant and private placement firm, specialising in the alternative investment industry. Prior to this, Thomas was a senior partner and the managing director of Key Asset Management (UK) Ltd for over seven years. Previously, he was the European head of fixed-income sales for Banque Nationale de Paris in London and prior to that, he has held various senior positions at Lehman Brothers and CSFB for over 10 years, in London, Geneva and New York.

Virginia Reynolds Parker,
Managing Member and CIO,
Parker Global Strategies, LLC


Virginia Reynolds Parker is the founder and president of Parker Global
Strategies, a firm which specializes in custom designing and managing Funds of Hedge Funds for institutional clients across the globe. Ms Parker has expertise in both traditional and alternative investment strategies, combined with a strong background in currency risk and returns, independent risk measurement and management of multi-manager hedge fund portfolios and principal protection guarantees. She is well known for developing industry-recognised performance benchmarks for foreign exchange and fixed income trading. Her research is widely published and she is a frequent speaker at industry conferences. From 1988 until 1995, Ms Parker was managing director and director of research and risk management at Ferrell Capital Management, where she guided the firm’s portfolio structuring, asset allocation strategies, new product development and risk management. Previously, she was the chief investment officer for a family office. Ms Parker earned an AB in economics and political science from Duke University. She is a Chartered Financial Analyst, a member of The New York Society of Security Analysts, The Stamford Society of Security Analysts, The International Association of Financial Engineers, a founding member and angel of 100 Women in Hedge Funds, and serves on the Board of The Foundation for Managed Derivatives Research.


Colin Robertson,
Head of Asset Allocation,
Hewitt Associates


Colin is Head of Asset Allocation in the Investment Consulting practice at Hewitt Associates. He heads up Hewitt's asset allocation service, taking a lead role in the development of Hewitt's investment views. Colin has previously been Head of Strategy at Threadneedle Investments and Head of Asset Allocation at Merrill Lynch Investment Managers. He is a Fellow of the Faculty of Actuaries.

David Roche,
President and Global Strategist,
Independent Strategy Ltd


DAVID ROCHE is President and Global Strategist at Independent Strategy. Well known for his original and provocative ideas, he was the first to move away from strategy as parochial country allocation and to focus on investment themes, based on fundamental long-term analysis, backed up by strongly held convictions.
He has forecast some of the major 'turning points' in global investments such as the demise of the Soviet Bloc and the subsequent fall of the Berlin Wall, or the sharp monetary tightening which heralded the financial reversal in world bond markets in 1994. Most recently, his was the lonely voice which early in 1997 predicted the development of the Asian crisis.

Until 1994, David Roche was Head of Research and Global Strategist at Morgan Stanley. He holds an MA from Trinity College Dublin and an MBA with the highest distinction from INSEAD. He is also a Chartered Financial Analyst and has a diploma in accounting and finance from the UK's Association of Certified Accountants. David Roche contributes regularly to the Financial Times, the Wall Street Journal and other top financial publications. He is also a regular commentator on the BBC, CNN and CNBC television networks.


Amlan Roy,
Director, Demographics and Pensions Research,
Credit Suisse


Dr. Amlan Roy is a Director in Investment Banking Division of Credit Suisse based in London. He is responsible for the Global Demographics Project and the Strategic Asset Liability Management Project. He advises and presents to institutional clients, pension funds, governments as well as at academic conferences. He is a Senior Research Associate of London School of Economics' Financial Markets Group and UBS Pensions Research Centre.
In his prior role as Emerging Markets strategist, he developed several Global Emerging Markets models used by global institutional clients as well as the US Treasury, UK Treasury, IMF, Board of Governors US Fed and several EM Central Banks. He has served as an expert on Financial Architecture and Crises Modelling at forums of the Bank of England and HMS UK Treasury.
Prior to joining CSFB in 1998, Amlan spent over ten years in academia at Boston University Business School, University of Iowa Business School and the University of London (QMW College and LSE). He has had a distinguished university teaching career winning 4 teaching awards in 6 years at US business schools. He was named an ESRC Research Fellow, Ponders Fellow, a Boston University Doctoral Scholar, a Government of India National Scholar.


Keith Skeoch,
Chief Executive Officer,
Standard Life Investments



As Chief Executive, Keith Skeoch is responsible for all company business and investment operations within Standard Life Investments.

Keith joined Standard Life Investments as Chief Investment Officer from James Capel & Co (now HSBC Securities), where he was employed from 1980 to 1999. From his first role at James Capel as an International Economist, Keith went on to become Senior UK Economist in 1982 and Chief Economist two years later. In 1993 he was appointed Director of Economics and Strategy and in 1998 was given the responsibilities of Managing Director International Equities.

During the past 20 years, Keith has made numerous media appearances and written many newspaper articles. He has acted as an academic advisor to the CBI and several parliamentary committees. Keith was also a trustee of the James Capel Pension funds and sat on the investment committee of those funds. He is currently a Trustee of the Standard Life Staff Pension Scheme.

Keith graduated in Economics (BA Hons) from University in Sussex in 1978 and completed an MA (Economics) at University of Warwick in 1979.


Albert Slawsky,
Senior Vice President,
MD Sass Investors Services


Since September of 1995, Albert Slawsky has served as Senior Vice President - Risk Management for M. D. Sass Investors Services, Inc. Since July of 1996, he has also co-managed the M. D. Sass Multi-Strategy Fund, L.P., a multi-manager multi-strategy fund of hedge funds.

From 1982 until November 1987, Mr. Slawsky was a Vice President and Portfolio Manager with M. D. Sass Investors Services, Inc. where he managed $200 million of limited risk equity option portfolios for major corporate investors and $500 million of mortgage backed securities for a variety of employee benefit plans.

In November of 1987, Mr. Slawsky established MTH Asset Management, the Registered Investment Advisor affiliate of Miller Tabak Hirsch + Co., a New York Stock Exchange Member firm. MTH Asset Management managed portfolios for large institutional clients to exploit mispricings between derivative instruments and the underlying cash market securities and Mr. Slawsky was its Chief Investment Officer until he returned to the MDSass organization in 1995.

In 1992, Mr. Slawsky and Dr. Robert Nathans, head of the Institute for Pattern Recognition at the State University of New York at Stony Brook, formed SAJE Asset Management, Inc. to apply proprietary statistical techniques to create security selection, portfolio construction and risk control models. SAJE Asset Management used these models to manage market neutral equity portfolio.

Mr. Slawsky earned his B.S. in Physics at the University of Michigan and his J.D. at Rutgers University. He holds the designation of Chartered Financial Analyst.


Cliff Speed,
Investment Director,
Paternoster


Cliff is an expert in liability driven investment and pioneered the use of derivative overlay strategies in pension schemes at Hewitt Bacon & Woodrow. He has extensive experience of advising FTSE100 and multi-national companies on risk mitigation, and designing and implementing Liability Driven Investment strategies.

In conjunction with the European Insurance and Pensions Group at Deutsche Bank, Cliff’s team is responsible for establishing economic assumptions used in the pricing of quotations, the transfer of assets to Paternoster and strategic asset management.

Cliff is a Fellow of the Faculty of Actuaries, a member of Faculty Council and has served on both the Pensions Board and the Finance and Investment Board. He is a widely-published author of papers on pensions, particularly on funding and investment risk in defined benefit schemes.


Mr Brad Sussman,
Portfolio Manager,
Ivy Asset Management


Robert Talbut,
Chief Investment Officer,
Royal London Asset Management


Robert graduated from Warwick University in 1983, with a BA Economics. In 1999 he completed the General Management Program at INSEAD, and has passed his LSE Membership Examinations.

Robert began his career at Royal London Asset Management, managing retail mutual funds. In 1986 he moved to Chase Manhattan, to manage International Institutional Portfolios. In 1989 Robert moved to Threadneedle Asset Management where he managed substantial equity mandates along with client marketing and asset allocation responsibilities.

Robert joined the ISIS Group in 1996 as Head of UK Equities and in 2000 he was appointed as Head of Investment Management with overall responsibility for bonds and equities fund management. He assumed the role as Chief Investment Officer in 2002 retaining direct responsibility for a number of retail and institutional funds. He joined RLAM in November of 2004 as CIO with overall responsibility for the investment proposition and performance.

Robert has been a member of the ABI Investment Committee for a number of years and is currently Deputy Chairman. He is also a member of the Asset Management Committee of the Investment Management Association, of the Pre-Emption Group and also the Senior Practitioners Committee of the FSA.


Mike Taylor,
Chief Executive,
London Pension Fund Authority


Mike Taylor is Chief Executive of the London Pension Fund Authority (LPFA). LPFA manage funds with a market value of £3.5 billion and are responsible for administering pension arrangements for nearly 200,000 members of the Local Government Pension Scheme.

Mike joined LPFA in September 2006, having previously held the County Treasurer role at Surrey County Council since 1998. In all, Mike spent 25 years with Surrey, holding a variety of posts in finance specialising in overall financial planning and education and social services accounting.

He was brought up on Teesside and came south to University College London where he gained a degree in Maths. He then trained as a CIPFA accountant with the London Borough of Westminster and worked for the London Boroughs of Southwark and Hammersmith and Fulham before joining Surrey.

Mike is a member of the CIPFA Pensions Panel, regularly chairs the NAPF Local Authority Forum round table and is a former Honorary Secretary of the Society of County Treasurers. He is a frequent speaker on local government finance and pensions issues at national conferences.


David Thompson,
Partner,
Collingham Capital Management


Graham Thouret,
President,
Diversified Global Asset Management


Mr. Thouret is responsible for all business aspects of DGAM. He has 26 years of diverse experience in corporate financial management, including the management of pension fund and corporate investment pools for 18 years. He has directed financing activities in a wide range of capital markets for companies in diverse economic sectors. Prior to joining DGAM, Mr. Thouret was a senior financial executive at a global public company providing electronics manufacturing services to original equipment manufacturers. Mr. Thouret holds a Master of Science in Management from M.I.T and a Bachelor of Engineering from McGill University.

Anthony Todd,
Chief Executive Officer,
Aspect Capital Ltd


Mr Todd is a co-founder and Chief Executive Officer of Aspect. Before establishing Aspect, Mr Todd worked for five years (from 1992 to 1997) at AHL, initially as Director of Financial Engineering and Product Development, before moving to Switzerland as Director of Marketing and Institutional Sales. Prior to this role, Mr. Todd was a strategy consultant at Mars & Co., a Paris based consultancy, from 1989 to 1992. From 1982 to 1989 he was with UBS in London as Assistant Director in the International Government Bond Group. Mr Todd holds a B.A. in Physics from Oxford University and a M.B.A. from INSEAD in France.

Chris Turner,
Head of Strategy,
Lombard Street Research


Chris Turner joined Lombard Street Research in June 2006 as Head of Strategy. He has extensive experience as an investment strategist and portfolio manager, spanning currency, equity and fixed income markets. His work concentrates on developing and monitoring investment strategies based on themes within our economic research. He spent twenty years in financial markets on both the buy and sell side, including six years at Merrill Lynch Investment Managers as a manager of global equity and tactical asset allocation portfolios and a further three years co-founding and running a global macro hedge fund. Between 1989 and 1997 he worked for Barclays de Zoete Wedd, spending three years in Tokyo as Senior Money and Bond Market Economist and then five years in London as Chief Currency Strategist, when he appeared in the top 3 of the annual Thomson Extel Survey for 4 consecutive years. Chris has a BA in Economics from Cambridge University and began his career as an economist with the Bank of England.

Jing Ulrich,
Chairman, China Equities,
JP Morgan Securities


Jing Ulrich is Managing Director and Chairman, China Equities, at JPMorgan which she joined in June 2005. She is leading the expansion of JPMorgan's China equity business both within China and worldwide. In this capacity, Jing is responsible for building and maintaining relationships with institutional investors, corporate clients, and regulatory authorities in China on behalf of JPMorgan's equity product.

Before joining JPMorgan, Jing was the Managing Director of Greater China Equities at Deutsche Bank, where she was responsible for all aspects of the bank's equities business in China and Hong Kong. Jing also spent eight years at Credit Lyonnais Securities Asia (CLSA) and led what was then the most successful team covering the China market.

Jing has received numerous industry accolades for her work as a China watcher, bridging the cultural chasm that divides Western and Chinese societies. Global institutional investors frequently voted her the best China strategist in independent research polls of Institutional Investor, Asiamoney, and Euromoney.

In October 2006, Jing was named “Young Achiever of the Year” in the “Women of Influence Awards” sponsored by the American Chamber of Commerce in Hong Kong.

Before joining the brokerage industry, Jing worked as a fund manager for Greater China in Washington DC. She received a bachelor's degree with honors from Harvard University and a master's degree from Stanford.


Roger Urwin,
Global Head of Investment Consulting,
Watson Wyatt Investment Consulting


Roger graduated from Oxford University (Merton College) in 1977 with two degrees: an MA in Mathematics and an MSc in Applied Statistics. He qualified as a Fellow of the Institute of Actuaries in 1983. He worked as an investment consultant for Bacon and Woodrow and headed William Mercer’s investment practice before joining Gartmore Investment Management in 1987, where he was the Director responsible for two fields: business development and quantitative investment.
He joined Watson Wyatt as a partner in 1989 to head up the firm’s UK investment consulting practice. He took on the role of the first global head of practice when this was formed in 1995. His role has lately specialised in helping Watson Wyatt to globalise its consulting activities and increase its thought leadership activities through the thinking ahead group (TAG).
Roger is well known in the pensions and investment industry as a knowledgeable and thoughtful expert.


Peter van Kleef,
Chief Executive Officer,
Lakeview Arbitrage International


Prior to his role at Lakeview, Peter managed significant hedge fund type investment portfolios and quantitative trading departments for among
others Cooper Neff, Salomon Brothers, HypoVereinsbank and Credit
Lyonnais. He has over ten years of experience in the development and
running of sophisticated automated trading operations. He holds a MBA
degree from the Owen Graduate School at Vanderbilt University,
Nashville, USA. He is a frequent speaker on complex arbitrage strategies
with a focus on volatility arbitrage and high frequency algorithmic trading. He is also a well known consultant to the investment community with regards to trading, risk management, operational and strategic issues.


James Walsh,
Chief Investment Officer,
Cornell University


James Walsh is the Chief Investment Officer for the Cornell University Investment Office, having taken up the appointment in September 2006. Cornell’s Investment Office manages approximately $5bn of assets and employs a staff of 18 people. Prior to this, James was at Hermes Investment Management, the manager of the British Telecom and Post Office pension funds in the UK. At Hermes, James was Head of Strategy and Alternatives, where he was responsible for strategic asset allocation, managing the firm’s tactical overlay portfolio, as well as establishing and managing the hedge fund and commodities portfolios. Prior to this he held posts with the Economist Intelligence Unit and the Confederation of British Industry. James holds degrees from Brunel University and London University.

Prof. Richard Werner, Dphil,
Chief Investment Officer,
Profit Global Macro Fund


Richard has been voted one of Japan’s top economists by investor surveys and is known for his asset allocation and currency models that are based on central bank and bank credit creation. Prior to joining BSAM, Richard was chief investment advisor of the ProfitFundCom Global Macro Fund as well as chief strategist at the Profit Research Center. Richard is a former chief economist at Jardine Fleming Securities (Asia) Limited as well as a former member of the asset allocation committee of a US$6.2 billion corporate pension fund in Japan. He has 15 years of experience in the financial sector at institutions such as Asian Development Bank, Ministry of Finance of Japan, Bank of Japan, Japan Development Bank, and Nomura Research Institute. He has taught finance at universities in both Japan and England since 1997. His book on the Japanese central bank and its role in the Japanese economy, “Princes of the Yen”, became a No. 1 bestseller in Japan. In 2003, Richard was appointed a “Global Leader for Tomorrow” by the World Economic Forum in Davos. Richard holds a BSc.(Econ) from the London School of Economics and a DPhil in Economics from the University of Oxford. He has also been a graduate researcher at the University of Tokyo.

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