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Conference:
Day 1
21st Sept 8am - 5:30pm
Day 2
22nd Sept 8am - 5:30pm
Post conference workshop:
23 Sept 2009, 9:00am - 4:30pm
› Add this to my calendar
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And this year's congress will be even bigger
Meet our speakers
Chief Executive,
Evercore Pan-Asset Capital Management
Evercore Pan-Asset uses Exchange Traded Funds extensively because they are ideal portfolio building blocks due to the cost-efficient, sharply defined way they track specific indexes. This makes them a very pure way to implement asset allocation decisions. They provide one-stop access to a broadly diversified portfolio of investments in their underlying asset class, but avoid the risk of underperformance due to disappointing stock picking which can occur with active management.
Christopher has been involved in wealth management since joining Cazenove in 1981. He has since been a Director of Barclays de Zoete Wedd, an Executive Director of UBS and a Managing Director of Robertson Stephens, the US technology investment bank. He co-founded Absolute Fund Management in 2001, where he managed a fund of hedge funds and was Chief Executive Officer until 2007.
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Vice President,
State Street Global Advisors
Michael is a Vice President at State Street Global Advisors. He is Head of Europe, Middle East and Africa (EMEA) Product Engineering. Previously Michael was a Senior Portfolio Manager for the Global Active Quantitative Equity Team. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines.
Michael began his investment career in 1994 as a performance analyst with Frontier Capital Management Company. He is a frequent speaker at industry conferences and is the author of several articles related to institutional investment management practices.
Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute.
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Director of Manager Selection and Fund Monitoring,
Fonds De Reserve Pour Les Retraites (France)
Philippes main use of ETFs has been to gain exposure to emerging markets, and says the reason why they haven’t had more activity is that most ETF funds capitalization is too small for the size of investments they make, and so prevents them using them in their Strategic Asset Allocation plans.
The main challenges that Philippe has observed in the ETF market is the matching of existing funds with his requirement for exposure to new asset class investments. Issues such as liquidity and higher than expected management fees have hindered his placing ETFs in strategic portfolios, though he does believe that this situation is rapidly improving as the market attracts more investors.
Philippe’s responsibility within the FFR is currently as Head of External Asset Management. Previosuly he headed up in succession; head of research on savings (CDC), ALM manager (CDC), Equity portfolio manager (IXIS) and Investment Director (FRR).
Philippe’s educational background is a post graduate degree in Finance, European MBA ESCP-EAP and member of the French Financial Analysts Association (SFAF).
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Chief Executive Officer,
Frontier Capital Management
Michael Azlen founded Frontier Capital Management in 2004 in order to bring the first true Multi-Asset Class fund to the investment industry.
Frontier manages approximately $500 million of assets across a range of multi asset funds on behalf of institutional, family office and high net worth clients worldwide.
Mr. Azlen has a total of 22 years experience spanning the entire spectrum of asset management including hedge funds, proprietary trading, structured products and equity derivatives. From 1999 to 2004, Mr. Azlen was the founder and CEO of Asset Alliance International Ltd., based in London and was a member of the Investment Committee managing approximately $500 million of hedge fund assets. Prior to this Michael worked for a London based hedge fund, and also worked for 5 years as both a proprietary trader at Scotia Bank and Equity Derivatives head for CIBC World Markets, two of Canada’s largest banks.
Mr. Azlen holds a Sloan Masters Degree in Business from the London Business School and is both a Chartered Alternative Investment Analyst (CAIA) and a Certified Financial Planner (CFP).
Frontier Capital Management LLP is a London based asset manager specialising in Multi-Asset Class funds, Strategic Asset Allocation and Active Index Investing.
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Chairman,
Association of Consulting Actuaries (ACA)
Keith Barton joined the Government Actuary’s Department in 1976 having achieved a first class degree in mathematics from Jesus College, Oxford. Three years later he joined Bacon & Woodrow (where he became an equity partner in 1988), which merged with Hewitt in June 2002, and where he has been for now close to 30 years. He has been a Fellow of the Institute of Actuaries (FIA) since 1981.
His main focus is on advising trustees and employers on pension issues, such as valuations and funding strategy, benefit design, the impact of legislation, approaches to liability management and the impact of corporate activity. He is scheme actuary to several large pension schemes as well as a number of medium and smaller sized schemes. He is also chairman of Hewitt’s staff pension fund.
Keith has been on the Main Committee of the ACA since 2000 and was Honorary Secretary 2004-2008. He was elected ACA Chairman with effect from 1 June 2008.
Married (to Janet), he has two children, and lists his main out of work activities as cycling, pottering around in the house and garden and walking the dog.
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Head of Global Investment Strategy,
Psigma Investments Limited
Tom Becket is the Head of Global Investment Strategy at PSigma Investment Management and has worked at PSigma for 6 years, since graduating from Trinity College Dublin with an MA in Classics. His focus is upon analysing global macroeconomic and geopolitical situations, before creating investment strategies and asset allocations. Tom is also the fund manager of the PSigma Balanced Managed Fund of Funds and is responsible for PSigma’s highly successful Wealth Management Solutions strategy.
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global head of commodities,
UBS
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Chief Investment Officer,
The Barclays UK Retirement Pension Fund
Tony Broccardo is the Chief Investment Officer of Barclays Pension Fund. This circa £15 billion (Sterling) Fund is highly diversified and global. Tony’s team is responsible for the asset allocation process, investment management, implementation and risk budgeting of the Fund. The Fund utilizes a significant number of external asset class specialists.
Tony’s previous experience includes being an Executive Director and CIO for F&C Asset Management PLC, and as a Global Partner and Institutional CIO for INVESCO Asset Management Inc. In both roles, over a period of fifteen years, he Chaired the Global Asset Allocation Committee.
Tony has a MA in Finance and Investment from Exeter University, where he is also a Fellow and lecturer in Investment.
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Head of Research and Investment Strategy,
ETF Securities
Nicholas is head of research and investment strategy for the ETF Securities group of companies. Nicholas has over 15 years experience as a global economist and strategist, covering a wide range of markets and asset classes. Prior to joining ETF Securities, Nicholas was a senior member of Henderson Global Investors asset allocation and strategy team based in London. Before that he was senior economist on Deutsche Bank’s top ranked Global Markets strategy and economics team. He started his career at Citibank in New York. Nicholas has a B.A. from Brown University, an M.A. from Columbia University, an MSc in Economics from the University of London, and has completed work on a PhD thesis examining financial fragility and the dynamics of financial crisis.
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Managing Director, Exchange Traded Funds,
BNP Paribas Asset Management
Matthew Carr is currently managing the EasyETF product line on a regional basis, particularly covering the UK, Netherlands and Scandinavia. He is responsible for the EasyETF product range, both internally and externally, with a specific focus on growing the brand and assets under management. Previously, Matthew was managing the Emerging Markets Strategy and Development for cash equities within EQD.
Matthew joined BNP Paribas in August 2005 to head up Sales and Marketing in Asia and Japan for Global Execution Services (GES), the equity execution-only business within the Group’s Equity Derivatives division. Matthew focused on promoting and marketing BNP Paribas’ equity trading capabilities and the flow businesses to clients. After two years in this position, Matthew moved to London to an expanded global Head of Sales role for GES and was concurrently Head of the BNP Paribas Securities Asia businesses in the UK, Europe and the US for 18 months. Key responsibilities included the management and implementation of relevant sales and business plans for GES on global level, and for Equity Cash Asia across the UK, Europe and the US. Before joining BNP Paribas, Matthew worked at CA Cheuvreux (formerly Indosuez W.I. Carr) as Head of Sales, Asian Equities from 2000 to 2005, where he was responsible for developing the equities execution-only platform, with an emphasis on electronic trading. Prior to this Matthew worked at Reuters in London and Asia and held a commission in the British Forces.
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Head of Pensions,
Telegraph Media Group Limited
James is Pensions Manager for Telegraph Media Group, and Secretary to the Trustees of the scheme. He is driving the Company’s pensions strategy including de-commissioning of legacy DB. He manages the in-house DC administration and member communications and supports the Trustees with governance, risk management and investments.
Previously, he was UK Pensions Manager for Brambles Industries where he managed and rationalized six contracted out DB and three DC schemes, and introduced a new group stakeholder plan.
James was Group Pensions Manager at Confederation Life which merged with Sun Life of Canada, running the in-house scheme and managing group clients’ DB and DC schemes.
He is FPMI, ACII and a member of TPAS.
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Investment Manager,
Cardano
Anna is responsible for researching and selecting private equity fund managers for Cardano’s clients. She covers the full range of private equity opportunities, including infrastructure.
Prior to joining Cardano in 2008, Anna was at Capital Dynamics, a global private equity focused investment management firm where she was part of a team that managed $20bn of assets. At Capital Dynamics, Anna was responsible for private equity due diligence of investment opportunities in Europe and the United States. Anna started her career at Rothschild in the Mergers and Acquisitions group.
Anna received an M.B.A. from the Wharton School and a BA in Economics from the College of Arts and Sciences, both at the University of Pennsylvania.
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Managing Director,
Loeb Partners Corporation
Fred Fruitman is a Managing Director of Loeb Partners Corporation, the investment firm of the Loeb family of New York, which controlled the investment banking firm of Loeb Rhoades until its sale to Shearson Hayden Stone in 1979. Mr Fruitman began his career as a lawyer in Toronto, Canada with the law firm of Davies, Ward & Beck. He has also worked in corporate finance at Merrill Lynch, consulting at Bain & Company and venture capital at 3i and Warburg, Pincus. He has been with Loeb Partners since 1990.
Mr Fruitman was born in Toronto, Canada and received a Bachelor of Science degree in economics from the Massachusetts Institute of Technology, an MA in Jurisprudence from Oxford University, an LLB from the University of Toronto and an MBA from the Harvard Business School.
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Global Head of ETF Research and Implementation Strategy ,
Barclays Global Investors
Deborah Fuhr is the Global Head of ETF Research and Implementation Strategy. Under Ms Fuhr’s guidance, BGI’s ETF Research and Implementation Strategy team is responsible for advising clients on the implementation of asset allocation strategies using ETFs, producing analysis and guidebooks on the global ETF industry. In addition, the team will provide comprehensive research reports to BGI’s wide range of institutional and intermediary-based clients concerning developing asset allocation strategies using ETFs.
Ms Fuhr is based in BGI’s London office. However, she spends a significant portion of her time working with BGI’s extensive client base in Europe and North America, as well as in BGI’s rapidly developing markets such as Australasia, Latin America and the Middle East.
Prior to joining BGI in September 2008 Ms Fuhr she spent the past 11 years working at Morgan Stanley. She was a Managing Director and head of the Investment Strategies Group at Morgan Stanley based in London. The unit advised institutional investors globally and wrote on the implementation and strategy on the use of Delta products - including Exchange Traded Funds (ETFs) on equity, fixed income and commodity indices globally, OPALS (Optimised Portfolios As Listed Securities), certificates, swaps, futures, out-performance trades, securities lending and yield enhancement trades.
Ms Fuhr has been included in the Financial News Top 100 Women in Finance list of the most influential women in European finance, since its inauguration in 2007.
She is on the International Advisory Committee (IAC) Egyptian Stock Exchange and on the Editorial Board of the Journal of Indexes.
She has an MBA from the JL Kellogg Graduate School of Management, Northwestern University, and Bachelor of Science from the University of Connecticut.
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Head of ETF Portfolio Structuring,
Barclays Global Investors
Helen Gaidatzis has overall responsibility for establishing and developing European iShares Asset Allocation strategies. For 2 years prior to joining iShares Helen headed the BGI European Asset Allocation team, which provides asset allocation, overlay and currency management, as well as lifecycle strategies for the defined contribution market.
Helen joined BGI in July 2006, prior to which she was with active asset manager GMO for 8 years where she lead their European Asset Allocation capability.
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Managing Director,
GREENWICH ALTERNATIVE INVESTMENTS
MARGARET W. GILBERT is Managing Director of Greenwich Alternative Investments and is responsible for strategic positioning, communications and global marketing. Ms. Gilbert joined GAI in 2004 with more than 20 years of executive management and private equity experience, including positions with GE Capital and IBM. Ms. Gilbert earned a B.A. in mathematics from Texas A&M University.
Greenwich Alternative Investments (formerly Van Hedge Fund Advisors) is a leading alternative investment advisor and provider of hedge fund indices, research and index-linked products and services to institutional investors worldwide.
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Director, Head of ETF Trading,
UniCredit Markets & Investment Banking / HVB
“Since January 2008 Paolo Giulianini has been Director and Head of ETF trading at UniCredit Markets & Investment Banking in London.
During his 14 years as Head of Delta 1 Products at Banca IMI he was responsible for building the activity from scratch into one of the leading market makers for ETFs in Germany, France and Italy in terms of official market making roles and trades. He helped to strengthen his former bank’s ETF sales trading activities throughout Europe covering all ETF issuers and Delta 1 Certificates. In the process he took Banca IMI to the position of being a leading issuer of Benchmark Certificates in Italy for what has now been the last 4 years. He worked for IMI Bank in Luxemburg and in Frankfurt between 1994 and 1996.
He graduated from Bocconi University in Milan in 1994.
Paolo now runs a well established and successful ETF trading team based in London and in Munich. They are official market maker for ETFs issued by all asset managers listed on the Deutsche Boerse, Vienna Stock Exchange, Borsa Italiana, Swiss Exchange and NYSE Euronext.”
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CEO,
IGS Hedge Fund Advisory
John is a well known commentator and advisor on Hedge Fund investing.
He is currently CEO and founder of the IGS Group Ltd. which specialises in providing advice on product design and Portfolio Construction, market positioning and distribution for Hedge Funds, Fund of Funds and Service Providers. IGS clients include product structurers and distributors, the global investment banks, fund of fund asset management companies and …..
John was previously head of the European arm of HFR Asset Management building the AUM of the firm up to more than $4bn. John positioned HFR as a leading provider of Hedge Fund of Fund vehicles and was instrumental in launching the HFRX series of investable Hedge Fund Indices.
Prior to his work with HFR, John worked with Barclays Capital setting up their Fund derivative business and was also involved in their derivatives Structured Solutions work with European Financial Institutions.
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Director ,
Barclays Capital
Mr. Edward Golosov, Director, is responsible for the Fund Structuring Team in Europe. Prior to joining Barclays Capital, Mr. Golosov worked for six years in Global Markets of Merrill Lynch, most recently in European Equity Derivative Structuring Group in London and before that in Global Structured Group of Global Debt Markets in Sydney and NY. Over the course of his career, Mr. Golosov has been focused on structuring investor and issuer products with exposure to the credit, rates and equity markets with particular emphasis on tax, accounting and regulatory efficiency. Mr. Golosov holds a BS in Theoretical Physics and BS in Economics and Management from Novosibirsk State University and Master of International Taxation degree from University of Sydney Law School. He was a SPURS Research Fellow in Finance at the Massachusetts Institute of Technology in 1999-2000.
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Head of Fixed Income Markets Research,
Calyon
Herve Goulletquer is Calyon Head of Fixed Income Market Research and Market Chief Economist at Crédit Agricole SA since November 2007.
He began his career as an economist with Framatome (1982-1984), and then with Société Générale where he was in charge of tracking US and Japanese economic conditions (1984-1986). He headed the Economic Studies Department at Caisse Centrale des Banques Populaires (1986-1997), before joining former Crédit Lyonnais as Chief Economist in Paris (1997-2004). In 2004, he became head of the DRCP’s Country and Portfolio Risks Department at Calyon (2004-2007).
Between 2001 and 2006 Herve Goulletquer chaired AFEDE the French Association of Corporate Economists (Association Française des Economistes d’Entreprise).
He lectured at Sciences Po Paris, at the IAE Paris and at Clermont-Ferrand University. He acted as an expert for “Association Progrès et Management” clubs, a training network for French chief executives which is close to the MEDEF, the French Business Confederation. He participated in a number of working groups for the French Administration (Banque de France, Ministry of Finance and the French Prime Minister’s offices). He is often quoted in the press and has written several articles in various publications.
Hervé Goulletquer holds a Masters in Econometrics, a postgraduate diploma (DEA) in Economic Conditions and Economic Policy and is a graduate of the Institut d'Administration des Entreprises in Paris (IAE). In 1995 he completed a course
at the Groupe Banques Populaires’ management training institute (Centre de
Perfectionnement au Management CPM), which trains the Group’s future senior executives.
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Head of Issuer Data & Analytics,
Deutsche Boerse
Hartmut Graf, Head of Issuer Data & Analytics within Deutsche Börse’s Market Data & Analytics
Hartmut Graf is responsible for the index business within Deutsche Börse Group. He and his team develop, maintain and market equity, fixed income, derivative and commodity indices, among which the DAX blue chip index is the most prominent example. Prior to joining Deutsche Börse Group in 2004, Hartmut was a consultant at Roland Berger, an international management consultancy, where he focused on the financial services industry. He started his career in product management and research at the Commerzbank investment banking division within the fixed income department.
Hartmut holds a PhD in Theoretical Physics.
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Chief Executive Officer,
Schmidt Research Partners Limited
Jacob is a supporter of the concept of ETFs being used to create alpha. His 16 years of experience within the financial markets has provided him with a wealth of experience that he will be bringing to the event.
Jacob is a regular guest on financial news programs (BBC, Bloomberg US, UK, Germany and CH), CNBC Asia, CNBC Europe) and has been a member (adjunct professor) of Webster University's international faculty (School of Business and Technology) since 1999 (Vienna 1999, London 2002) teaching and researching finance and capital markets
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Managing Director, Head of Sales Strategy,
iShares Europe
Head of Sales Strategy, iShares Europe
Nizam Hamid is Head of Sales Strategy for iShares Europe. Nizam has over twenty-one years of experience as an analyst in the investment industry.
After receiving a degree in economics from the University of Liverpool, Nizam started work in 1987 as an equity research analyst at a small regional broker before moving to UBS in London and then Tokyo and also BZW Tokyo, focussing on fundamental and quantitative research. On returning to London, whilst at NatWest Markets his quantitative research was ranked 1st in the Extel survey in 1997. In November 1998, Nizam moved to Deutsche Bank to head up the Global Portfolio trading and index strategy team and continued to produce highly ranked research on a global basis. He has worked closely with the derivatives, prime brokerage, structured products and trading function in a research/advisory capacity producing objective and quantitative research on indices, ETFs, futures and portfolio rebalancing strategies. Nizam is currently a member of FTSE and STOXX index committees. Over ten years Nizam's research played an important part of building up the institutional derivatives and delta one franchise at Deutsche Bank, as investors shifted through cycles of passive and active management. His work also focussed on the increasingly important trend for investors to manage alpha and beta exposure appropriately. At iShares, Nizam's eighteen years of experience in delta one products and quantitative research is extended to clients of Europe's leading ETF platform. He believes that there is considerable scope in ensuring that investing clients, ranging from institutional to retail, can benefit from the efficiency and opportunities offered by using ETFs in portfolio construction across a wide range of asset classes.
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UK Chief Investment Officer,
UBS Global Asset Management
John Harrison is Head of UK Institutional Advisory Solutions within the Global Investment Solutions (GIS) team based in London. He is responsible for developing our advisory services for UK clients.
Since 2005 John has also been UK Chief Investment Officer with overall responsibility for the investment of all UK clients’ portfolios. He chairs the UK Investment Committee.
Prior to his current role in GIS, John was Head of UK Institutional with responsibility for client relationships and business development in this sector.
John began his career in 1981 as an Investment Trainee at Crown Life. He joined UBS Global Asset Management in 1983, with responsibility for institutional funds. John left UBS Global Asset Management in 1991 to join first Lazard Investors and then Fleming Investment Management. He returned to UBS in 1994.
John is an Associate of the ICSA and a Member of the Securities Institute.
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Chief Investment Officer,
Ball State University Foundation
Tom Heck, CFA is Chief Investment Officer of the Ball State University Foundation, having served as its Vice President/Treasurer for 20 years. During his tenure assets of the foundation had grown from $27 million to over $200 million, with a corresponding evolution in the organization’s size and complexity. During the recent decline, although suffering negative returns, the foundation maintained top-quartile performance among its peers. In November 2007 the Foundation was named Small Nonprofit of the Year by Institutional Investor News. The foundation’s asset allocation has evolved from 65% fixed/35% equities to 10% fixed/40% equities/50% alternatives. Mr. Heck formerly was responsible for all financial functions of the foundation including financial reporting, gift processing, charitable trust and annuity administration, budgets, technology, and strategic financial planning.
Mr. Heck has served as treasurer of White River Health Care, P.C., an independent family practice office operated by his wife, Dr. Debbie Heck. Mr. Heck serves on the board of directors of the North Indiana United Methodist Foundation and the Indiana United Methodist Loan Fund and has served in similar capacities in several church and other local not-for-profit organizations.
Mr. Heck received a B.S. in Social Studies Education from Purdue University in 1976 and an M.S. in Accounting from Ball State University in 1983, and received the CFA Charter in 2007. Memberships include the CFA Society of Indianapolis and the National Association of College and University Business Officers (NACUBO).
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Chief Executive Officer,
Hinder Asset Management
• Chief Executive Officer of Hinder Asset Management AG, Zurich, Switzerland, since its establishment in 2007
• Chief Investment Officer / Member of the Executive Board of Bank Leu AG, Zurich, Switzerland
• Member of the Executive Board of Vontobel Asset Management AG, Zurich, Switzerland
• Head of International Research and Chief Economist at Vontobel Group
• Assistant Treasurer in the Foreign Exchange and Money Market Department at JP Morgan in Zurich and New York
• Employed in the "OECD and International Currencies" section at the Swiss Federal Office of Foreign Trade (BAWI), Berne.
Education
• Studied economics at St. Gallen University, Switzerland
• Doctorate from St. Gallen University: thesis on exchange rate forecasting
• Swiss Banking School
• CBMP training program at JP Morgan, New York
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Chief Investment Officer,
Research Affiliates
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Chief Executive Officer,
Absolute Return Investment Advisors (ARIA)
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Chief Investment Officer,
RMB Asset Management
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European Head of Implemented Consulting,
Mercer
Michael Kinney is European head of implemented consulting at Mercer, and his remit is to ensure focused and consistent delivery of implemented consulting and fiduciary management services across Mercer’s European client base.
Michael joined Mercer in October 2007 from Bramdean where he held the role of head of research in the firm’s long-only multi-manager business. Prior to that he spent 3½ years at Northern Trust Global Advisors, where he was responsible for international strategy formulation, fund construction and manager research. He has also worked in consulting at Callan Associates in the USA and Bacon & Woodrow in the UK with experience in both the research and asset-liability modelling teams.
He is a CFA Charterholder, a Fellow of the Institute of Actuaries and was educated at Oxford University, where he obtained an honours degree in Mathematics.
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Associate Director, Asset Allocation,
Barclays Capital
Sree Kochugovindan is an Associate Director in Asset Allocation Strategy at Barclays Capital.
Based in London, Ms. Kochugovindan works within the Asset Allocation Strategy team and specialises in developing quantitative models for various asset classes. Ms. Kochugovindan is co-author of the Barclays Equity Gilt Study. Prior to joining Barclays Capital, Sree worked at State Street Bank and Trust, focusing on foreign exchange research.
Ms. Kochugovindan graduated in 2002 from the University of London with a Ph.D. in Economics. Whilst completing her thesis, she also worked as a Lecturer teaching economics.
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Chairman of Trustees,
BMS Group
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MD & Head of Global Commodities Research,
Deutsche Bank
Michael Lewis is a Managing Director and the Global Head of Commodities Research. Michael's group analyses the macro fundamental forces driving commodity markets with the ultimate aim of delivering directional, curve and volatility trading strategies with particular focus on the global energy, precious metals, industrial metals and agricultural markets. The team also assess the properties of commodities as a distinct asset class, which is illustrated by the Bank’s award winning suite of commodity index products. In this year’s Energy Risk Awards, Deutsche Bank’s Commodities Research team was ranked #1 in three Research categories and were in the top 3 of the remaining Research categories. Before joining Commodities Research in 2003, Michael was the Deputy Head of Foreign Exchange Research where he had worked for the previous seven years. Michael holds a BSc in Economics from the University of Bristol and an MSc in Economics from the London School of Economics.
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Private Investor,
Private Investor
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Regional Investment Director,
Barclays Wealth Management
Alastair opinion of ETFs is that they are ‘useful for strategic implementation at low cost where passive implementation favoured, or pursuing tactical asset or sector allocation calls. His main use is to get fast exposure to equities and fixed income assets for market exposure purposes, though he increasingly sees ETFs as a long term investment tool. Alastair believes that ETFs have the potential to outperform active managers in markets that are particularly difficult for active managers to trade in.
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Chief Investment Officer,
Thurleigh Investment Managers
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Chief Executive Officer,
HSBC Multimanager
Mark was appointed CEO of HSBC Global Asset Management Ltd in April 2007. In March 2008, he assumed responsibility for Alternative Fund Management, including Private Equity, Real Estate, Infrastructure as well as HSBC’s own Principal Investment activities. In May 2008, he was appointed Group General Manager.
Mark has had a 20-year international career at HSBC, with the exception of the period between 1990 and 1992, when he worked for Wells Fargo Bank in California. From 1993, Mark worked in Hong Kong, first in a Strategic Planning role, and latterly, he assumed responsibility for Property and Construction financing for some of Hong Kong's largest companies.
In 1998, Mark relocated to Paris, where he became CEO of HSBC Private Bank (France) S.A. after the acquisition of Republic National Bank of New York. In 2001, Mark was also appointed as Director of HSBC Asset Management (Europe).
In 2003, Mark assumed a new position as Deputy Chief Executive Officer of HSBC Turkey. HSBC is the largest wholly owned foreign bank operating in Turkey, with over 200 branches and 6,000 employees.
In 2005, Mark relocated to the UK where he was appointed CEO HSBC Private Bank UK, Channel Islands and Luxembourg. His tenure in this role was relatively short-lived when in April 2007 he assumed global responsibility for HSBC Global Asset Management Ltd. This business encompasses all of HSBC asset management capabilities, including its specialist fund management arms; Halbis, Sinopia, Multimanager and Liquidity. As of June 2008, HSBC Global Asset Management Ltd managed $392 billion of assets.
Mark is married with three children. He received his MA degree from Aberdeen University and also attended Wharton Business School. He was awarded an OBE in the Queen's New Year Honours list in 2006.
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Managing Director,
Pensioenfonds KBC
Edwin is Managing Director of Pensioenfonds KBC, the pension fund of KBC Group, the second largest banking and insurance group in Belgium.
After a career in the legal department and the credit department of KBC Bank, he was appointed managing director of KBC’s pension fund in 1997. With AUM of 1 bn euro, Pensioenfonds KBC is the third largest pension fund in Belgium. In 2007, Pensioenfonds KBC won 4 IPE-Awards : Best Pension Fund in Belgium, Best European Corporate Pension Fund, Best Small European Pension Fund and the gold award for Best European Pension Fund.
Edwin is also Vice President of the Belgian Pension Fund Association.
Edwin holds a degree in law from the University of Brussels and the University of Michigan.
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Chief Investment Officer,
HSBC Multimanager
Joanna Munro is based in London and has been the Chief Executive Officer for HSBC Multimanager since 2007. Joanna joined HSBC Global Asset Management in 2005 as Global Chief Investment Officer, HSBC Investments, with responsibility for activities including Multimanager, Liquidity, Asset Allocation and Solutions.
Joanna has been working in the industry since 1986 when she joined Prudential Portfolio Managers as an Equity Analyst. Her next role was at BARRA Inc, advising pension funds on risk management and manager selection. She moved to Salomon Brothers Asset Management in 1993 as part of the global fixed income team. In 1996 she joined ABN AMRO Asset Management where she was product specialist for a global fixed income and hedge fund team, marketing to Central Banks and Supranationals. In 1998 she launched ABN Amro Asset Management’s Fund of Hedge funds activity. In 2000 Joanna joined AXA Investment Managers to run business development activities globally for fixed income and the structured asset management business. In 2003 she was appointed Director, Head of UK Institutional, leading the UK sales and global consultant relations team.
Joanna has a BA (Hons) in Maths and Engineering from Queens’ College, Cambridge, an MSc in Economics from the London School of Economics and an MBA from Stanford University.
She is a director of the CFA Society of the UK, HSBC Global Asset Management Limited and HSBC Global Asset Management (UK) Limited.
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Head of Global Strategy,
HSBC Private Bank
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Senior Consultant,
Funds@Work
Karl Olbert studied law at the Universities of Heidelberg and Geneva; he holds a law degree (2. Staatsexamen) of the State of Baden Württemberg.
His financial education includes an banking apprenticeship in Germany, financial analyst, TH Darmstadt as well as an investment banking seminar at Stern Graduate School of Business, New York University, New York and a Senior Executive Seminar at the London Business School, London.
Karl has 20 years of professional experience in the asset management industry. For many years he worked for the Deutsche Bank Group, first in Mannheim servicing institutional investors, as European Equity Portfolio Manager with Morgan Grenfell Asset Management in London and as Managing Director of Deutsche Asset Management, Frankfurt, with focus on client relationship and business development in Germany.
Later he was responsible for the business of State Street Global Markets in Germany which included services for institutional clients and asset management companies around trading, research and operational efficiencies.
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Investment Director,
Collins Stewart Wealth Management
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Phil is a Client Manager at Cardano, the Solvency Manager. His role includes leading client relationships and participating in Cardano’s Solutions Committee. Phil brings together Cardano’s derivatives, asset allocation and manager selection capabilities to construct a portfolio that best achieves each client’s investment and risk objectives. As a Solutions Committee member Phil is involved in agreeing how each of Cardano’s UK clients should manage their assets against their liabilities in the most effective way.
Before joining Cardano in 2007, Phil spent eight years as an investment adviser, and before that was a pensions consultant. He works with trustees of larger UK pension schemes, with assets typically in excess of £1bn. He has also headed up a number of industry-leading initiatives, including creating and leading a global infrastructure team. He has also designed and implemented tailored derivative strategies, including the use of equity derivatives, swaps and swaptions.
Phil is an actuary, having qualified in 2001, and has a Mathematics and Economics degree from the University of Warwick.
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Managing Director,
PS Independent Trustees
Wayne started his career in 1990 with Prudential in the specialist area of Small Self Administered Schemes working on direct pension scheme investment.
Wayne continued in this role after joining a leading actuarial firm, Alexander Clay & Partners and soon moved on to develop his career on larger occupational pension schemes.
During his time at Alexander Clay & Partners, Wayne undertook a number of roles on many international clients. These roles included secretary to the trustees, pensions manager and consultant. The largest of these schemes had over 10,000 members.
In 2001, Wayne moved back to concentrate on acting solely as a professional trustee to pension schemes and was, before joining PS Independent Trustees Limited, a director of another trustee business.
He has worked on many high profile trustee appointments. Wayne is involved in a number of industry initiatives, including PensionsForce, a voluntary project through the NAPF.
Areas of specialism & recent projects
• Funding discussions and negotiation of contingent assets
• Multi scheme investment committees
• Scheme governance
• Ongoing pension schemes
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Chairman of Trustees,
Asda Group Pension Scheme
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Managing Partner and Fund Manager,
Aethra Asset Management
D.F. Potjer, ASIP
Daan (1972) is managing partner and fund manager at Aethra Asset Management. Daan is one of the founders of the company and is fund manager for Tactical Asset Allocation (TAA). He has been responsible for managing active TAA since February 1999.
Prior to starting Aethra Asset Management in August 2008, Daan worked at ABN AMRO Asset Management for over 11 years, in roles as Senior Vice President and Head of Tactical Asset Allocation (TAA) Portfolio Management and before that as Investment Strategist.
Daan holds a Master of Science degree in Economics, specializing in Financial Economics, from the Erasmus University Rotterdam and studied at the London School of Economics and Political Science. He is an Associate of the CFA Society of the UK (ASIP) and a regular member of the CFA Institute.
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Director,
Fortis Private Banking
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Chief Investment Officer,
Nordea Life & Pension
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Senior Investment Consultant,
Watson Wyatt
Chris Sutton is a Senior Investment Consultant in Watson Wyatt’s Thinking Ahead Group. His current research interests include the development of new index investment strategies and extending the asset allocation framework for institutional funds. Prior to joining Watson Wyatt, he spent fourteen years with Barclays Global Investors in a number of roles in their index fund management, capital markets and exchange traded funds businesses. He was Head of Global Index Investment Strategy from 2000 to 2002, Head of the Index & Markets Group from 2002 to 2004 where Chris was responsible for teams spanning index fund management, securities lending, transition management and money market funds. In 2004 Chris became Chief Executive of iShares Europe, BGI’s exchange traded fund business overseeing all sales, marketing and product functions as well as the acquisition of Indexchange AG in Germany. Chris was a member of BGI’s European Executive Committee and a director of iShares PLC and BGI Pensions Management Limited. Chris has a first class degree in Actuarial Science from the University of Kent and qualified as a Fellow of the Institute of Actuaries in 1993.
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Sulaiman T. Al-Abdulijader, Vice President, Corporate Finance & Investment Services,
Coast Investment and Development Company
Sulaiman oversees the company and client portfolio investments totaling 3 billion USD. Heading the Investment Banking Group, Sulaiman led a team of bankers and traders to create the first index-linked retail capital guaranteed fund in the Middle East, the first set of leveraged index portfolios and the first ETF on the GCC listed on the London Stock Exchange to allow foreign investors a flexible vehicle to gain exposure to the previously untapped region. As an emerging market, Sulaiman confronts the global markets with the potential gains and diversification benefits many portfolio have been waiting for. Sulaiman understands the various concerns global investors face when dealing with the region and is willing to enlighten the way of bridging the investment divide.
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Chief Executive,
Fyshe Horton Finney Ltd.
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Institutional Investor Sales ,
Eurex
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Head of Pension Fund,
Merseyside Pension Fund
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Chief Executive,
Claremont University Consortium
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Longevity Director,
Paternoster
Richard is responsible for managing longevity research and analysis, including the development of models to predict how mortality rates vary according to key risk factors and methodologies for forecasting future changes in life expectancy. His work is fundamental to Paternoster’s pricing, reserving and operational management of bulk annuity contracts.
Richard is a qualified actuary with 18 years experience working in the insurance sector. He is widely regarded as a leading expert in assessing life expectancy.
Richard began researching longevity risk in the 1990s whilst working in the reinsurance industry. In 1999, he joined Prudential Annuities (a business with around £10bn of annuity liabilities) to set up and manage a dedicated mortality research unit (the first of its kind in the UK).
In 2002 became a Director and Chief Actuary of the impaired annuity specialist The Pension Annuity Friendly Society (now Partnership Assurance). Subsequently, Richard established a consultancy business, specialising in longevity risk. Since 2003 Willets Consulting has advised most of the major annuity writers in the UK as well as reinsurance companies, equity analysts, other consultancies and regulatory authorities.
Richard is an executive committee member of the Continuous Mortality Investigation, the research group of the UK Actuarial Profession concerned with mortality research, and was also asked to chair a Longevity Working Party established by the profession, which produced the prize-winning paper Longevity in the 21st Century.
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Chief Global Strategist,
Credit Suisse
Jonathan J. Wilmot is a Managing Director of Credit Suisse and Chief Global Strategist in the Investment Banking division, based in London. His work focuses on major secular and cyclical themes in the world economy and their implications for global capital flows and asset prices. Mr. Wilmot travels extensively in the U.S., Europe and the Far East, and works closely with the Bank's Global Economics and Strategy teams, Proprietary Trading and Sales Coverage Groups. He is a member of the Bank's Global Economics and Strategy Group.
Mr. Wilmot joined Credit Suisse First Boston in 1985 from Bank of America where he worked as an international economist. Previously, Mr. Wilmot was an economist at Merrill Lynch for two years.
Mr. Wilmot holds an M.A. in Philosophy, Politics and Economics from Oxford University
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Chief Investment Officer,
Russell Investments
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Conference:
Day 1
21st Sept 8am - 5:30pm
Day 2
22nd Sept 8am - 5:30pm
Post conference workshop:
23 Sept 2009, 9:00am - 4:30pm
› Add this to my calendar
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