Speakers

James Norungolo

James Norungolo | Investment Specialist, US Equities, T. Rowe Price

James Norungolo is an investment specialist in the U.S. Equity Division. He covers the full range of equity strategies, working closely with portfolio managers, portfolio specialists, and portfolio analysts to bring their insights and outlooks to clients, consultants, and prospects in North America. James's investment experience began in 1989, and he has been with T. Rowe Price since 2019, beginning as an investment specialist in the U.S. Equity Division. Prior to this, James was employed by U.S. Bank Wealth Management as a vice president for Manager Research and Due Diligence. In his career, James has managed institutional domestic fixed income portfolios and held client portfolio manager and relationship manager roles representing equity, fixed income, and multi-manager  strategies. James earned a B.A. in philosophy from the University of Virginia. James also has earned the Chartered Financial Analyst® designation.

Ben James

Ben James | Investment Specialist Director, Baillie Gifford

Ben is an investment specialist for our US Equity Strategy and Scottish Mortgage. He is also a member of the US Equity Product Group. He joined Baillie Gifford in July 2015. Before his career in finance, Ben was an Infantry Officer in the British Army for eight years. During his service, he completed two combat tours of Afghanistan. Prior to this, Ben spent four years working as a professional musician. Ben graduated with a Masters in International Development focusing on sustainable investing and a BMus (Hons) in Music, both from The University of Birmingham.

Christopher Berrier

Christopher Berrier | Portfolio Manager, Brown Advisory

Christopher Berrier has been the Portfolio Manager of the Small-cap Growth strategy since April of 2006 and the Mid-cap Growth Strategy since inception. Prior to joining the firm in 2005, Chris was a Senior Equity Analyst at T. Rowe Price, covering multiple sectors with a primary focus on Small- and Mid-Capitalization Growth Companies.

John Bailer | Newton Investment Management

John Bailer | Deputy Head of Equity Income, Portfolio Manager, Newton Investment Management

John is a member of Newton’s equity income team and is the lead portfolio manager for dividend-focused Large Cap Value strategies. John is responsible for creating the Income Stock strategy to meet demand from clients seeking attractively valued higher dividend income while not sacrificing dividend growth. He is also the lead portfolio manager for the Equity Income strategy, which emphasizes dividend growth stocks, and a senior research analyst on the Dynamic Large Cap Value strategy. John joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, John was a senior portfolio manager and analyst at Mellon Investments Corporation and The Boston Company Asset Management (both BNY Mellon group companies). He has managed dividend strategies for the firm since 2005. Previously, John was Chair of Mellon’s Proxy & Governance committee.

Mike Fox | Royal London Asset Management

Mike Fox | Head of Sustainable Investments and Fund Manager, Royal London Asset Management

Mike is Head of Sustainable Investments and co-fund manager of the RL Sustainable Leaders, RL World and RL Diversified trusts as well as the RL Global Sustainable Equity Fund. He has managed Sustainable Leaders since November 2003. Mike originally trained and qualified as a Chartered Accountant with Ernst & Young. Mike has spent the majority of his career assessing environmental, social and governance issues and how they influence investment decisions. He is a specialist in sustainable investing and one of the few fund managers in this area with such long tenure.

Simon Nichols

Simon Nichols | Portfolio Manager, BNY Mellon Investment Management

Simon is a portfolio manager on the global opportunities team responsible for managing both global equity and multi-asset portfolios, including the BNY Mellon Multi-Asset Balanced and Multi-Asset Growth Funds. Simon joined Newton in 2001 and was responsible for research into a number of global industrial sectors before moving to portfolio management. Simon’s experience includes managing global, multi-asset, charity and UK equity portfolios. Simon is a chartered accountant (ACA) and prior to joining Newton he worked in both audit and insolvency practices at leading accountancy firms. He is a CFA1 charterholder, a member of the Chartered Institute for Securities and Investment (MCSI), and also holds a BA (Hons) degree in Industrial Economics from the University of Nottingham.

Dean Cook

Dean Cook | Fund Manager, Aviva Investors

Dean is a fund manager with primary responsibility for Aviva’s Multi-Asset Active Funds sold across Ireland and co-manager of the MAF Sustainable Stewardship fund range. He also contributes to the firm-wide Strategic Investment Group forum. Dean joined Aviva Investors from M&G plc where he worked in the Multi Asset Portfolio Management team, responsible for Prudential UK’s multi asset offering. Prior to this, he spent eight years in investment research at Duncan Lawrie Private Bank. He holds a BA (first class) in English Literature from Essex University. He is also a CFA® Charterholder and has completed the CFA Certificate in ESG Investing.

Ajay Dayal

Ajay Dayal | Director, Client Portfolio Manager, ClearBridge Investments - Franklin Templeton Investments

Ajay Dayal joined Franklin Templeton as an Investment Director in August 2020 from Legg Mason Global Asset Management, following its acquisition by Franklin Templeton. Prior to this, he was a Managing Director, Head of Equity Product Specialist Group at Legg Mason, and has been with the overall business for over 13 years. He represents the equity and multi-asset capabilities at Specialist Investment Managers within Franklin Templeton to articulate and shape their investment solutions and ensure their technical insights and value propositions are clearly communicated with internal and external clients. His team has a clear focus on client-centric engagement across multiple mediums and client channels globally to help accelerate the sales process and effect client retention. Ajay has 20 years of professional investment experience, and has previously worked at ABN AMRO Asset Management, M&G Investments and Barings. He has a BA (Hons) in Economics from Durham University, England and holds the Chartered Financial Analysts (CFA) designation and is a regular member of the CFA Society of the UK.

Yoram Lustig

Yoram Lustig | Head of Multi-Asset Solutions, T. Rowe Price

Yoram Lustig is the head of Multi-Asset Solutions, EMEA and Latin America, in the Multi-Asset Division. He is also a portfolio manager and the chair of the UK and European Investment Committees.
Yoram’s investment experience began in 2002, and he has been with T. Rowe Price since 2017, beginning in the Multi-Asset Division. Prior to this, Yoram was the head of Multi-Asset Investments UK at AXA Investment Managers, the head of Multi-Asset Funds at Aviva Investors, and the head of Portfolio Construction EMEA at Merrill Lynch. He began his career in 1998 as a lawyer.
Yoram earned a law degree from Tel Aviv University and an M.B.A. from London Business School. Yoram also earned the Chartered Financial Analyst® designation, the Professional Risk Manager designation, and a diploma in retirement provision from the Pensions Management Institute. He is a published author.

Vincent McEntegart | Aegon Asset Management

Vincent McEntegart | Investment Manager, Aegon Asset Management

Vincent McEntegart, Investment Manager, is a member of the Multi-Asset Group. Prior to his current role, Vincent worked for Goodhart Partners (an MBO of the multi-manager business of WestLB Mellon Asset Management) where he was a partner responsible for client relationships and new business. Prior to this, Vincent was Co-Head of Investment Manager Research at Hymans Robertson and a senior member of the investment consulting practice. Vincent has also worked for Alexander Clay Consulting (now part of Aon) and Clerical Medical Investment Group. He has been in the industry since 1987 and started with the firm in 2013. Vincent has a BSc in Mathematical Sciences from the University of Strathclyde and a Diploma in Actuarial Techniques from the Institute of Actuaries.

Sunil Krishnan | Aviva Investors

Sunil Krishnan | Fund Manager, Aviva Investors

Sunil heads the team which manages long-only multi-asset funds and mandates.He is also a member of the Multi-Assets leadership group and a contributor to the AIMS investment process. Prior to joining Aviva Investors, Sunil was a Senior Multi-Asset Portfolio Manager at Santander Asset Management, having been Head of Global Asset Allocation at Hermes Investment Management and Head of Market Strategy at the British Telecom Pension Scheme. He also spent 10 years at BlackRock Investment Management in a number of roles including portfolio management, research and strategy.

Shalin Shah

Shalin Shah | Senior Fund Manager, Royal London Asset Management

Shalin Shah joined Royal London Asset Management's Fixed Income team in 2008. Shalin is an experienced senior fund manager responsible for managing corporate bond portfolios, including RL Corporate Bond Fund, Sustainable Managed Income, Sustainable Managed Growth and Duration Hedged Credit funds. Since joining he has been involved in the development and management of RLAM’s Buy & Maintain proposition, and remains responsible for managing a range of buy & maintain and active portfolios. Prior to joining RLAM, Shah worked at PricewaterhouseCoopers LLP where he was involved in advising clients on a variety of investment solutions, including LDI and strategic asset allocation. Shalin holds a BSc in MORSE (Mathematics, Operational Research, Statistics and Economics) from the University of Warwick and is a qualified actuary.

Ross McSkimming, Senior Investment Specialist, abrdn

Ross McSkimming | Senior Investment Specialist, abrdn

Ross is the senior investment specialist for the abrdn equity fund range, and is responsible for the commercialisation and development of the equity asset class. He works alongside the equity investment team and his primary role is to ensure that clients and consultants have clarity on the philosophy, process and investment positioning of this growing asset class. By understanding the changing needs of different groups of investors, he is responsible for developing new equity strategies and customised investment solutions for wholesale and institutional clients globally. He has recently been involved in the development of the global equity franchise as well as the smaller companies business. Ross joined the company in 2000 working in the Business Development team. Previously, Ross worked as the Head of Research at Scottish Life.

Rosanna Burcheri

Rosanna Burcheri | Portfolio Manager, Fidelity

Rosanna Burcheri joined Fidelity International in September 2021 as lead portfolio manager of Fidelity Funds America Fund and Fidelity American Special Situations Fund.  She is a seasoned investor with 25 years’ experience. Rosanna graduated in economics from Bocconi University in 1996, and started her career as junior fund manager at Paribas Asset Management, before joining M&G as a fund manager and director responsible for pan-European equity portfolios. In 2004, Rosanna was appointed Senior European Portfolio Manager at Shell Pension Management Service with assets of £710m. She later became partner and pan-European fund manager for FrontPoint Management, before joining Artemis in 2011. Rosanna managed the Artemis Global Select Fund, MidWynd International Investment Trust as well as other segregated mandates, before joining Fidelity to manage US Value funds in 2021. Rosanna has a wealth of US market experience having managed global funds for over a decade. The US market makes up c. 60% of the global universe.

Nicolas Trindade | AXA Investment Managers

Nicolas Trindade | Senior Portfolio Manager, AXA Investment Managers

Nicolas is a Senior Portfolio Manager and forms part of the Investment Grade Credit team within our global Active Fixed Income platform. He is responsible for managing both global and sterling credit portfolios. He is the lead portfolio manager of the AXA Sterling Credit Short Duration Bond Fund, the AXA Global Short Duration Bond Fund and AXA WF Global Short Duration Bonds Fund. In addition to his portfolio management responsibilities, Nicolas heads the Sterling Credit Alpha Group during the Fixed Income Department’s quarterly Forecasting Forum and is responsible for providing relative value coverage of various sectors within AXA IM’s Portfolio Manager Analyst credit research organisation. Nicolas initially joined AXA IM in 2006. Prior to his appointment within the investment team, he was a fixed income product specialist responsible for the development of the UK, US and high yield product ranges. Nicolas holds two Master’s degrees, one in Diplomacy and International Strategy from the London School of Economics and one in IT Engineering from Telecom Sud Paris. He is also a CFA Charterholder. In August 2017, Nicolas was among 25 European investment professionals named a “Rising Star of Asset Management” by the Financial News.

Keith Balmer

Keith Balmer | Portfolio Manager, Columbia Threadneedle Investments

Keith Balmer is a Director and Portfolio Manager within the Multi-Asset Investment team. He joined the company in 2016. Previously he was a Director at BlackRock within their multi-asset division and Man Group working with AHL the systematic managed futures manager. Keith graduated from Exeter University with a BSc (Hons.) in Mathematics with European Studies.

Jason Borbora-Sheen | Ninety One

Jason Borbora-Sheen | Portfolio Manager, Ninety One

Jason is a portfolio manager in the Multi-Asset team at Ninety One. He is co-portfolio manager of the Multi-Asset Income strategies and his research responsibilities include equities. He joined the firm in 2015 to work on the income strategy as an analyst with responsibility for its equity exposure. Prior to this he worked for Pan Asset Capital Management as an assistant fund manager on multi-asset portfolios. Previously, Jason worked for BlackRock as an analyst. Jason studied Law at Oxford University. He holds an Investment Management Certificate and is a CFA® charterholder.

James Lowen

James Lowen | Senior Fund Manager, J O Hambro Capital Management

James co-manages the JOHCM UK Equity Income Fund, alongside Clive Beagles. James is a qualified Chartered Accountant and joined Newton Investment Management in 1998 as a member of their Research Department. James holds a first class degree in Economics from the University of Exeter and is an associate member of the Institute of Investment Management and Research.

Ariel Bezalel

Ariel Bezalel | Fund Manager, Jupiter Asset Management

Ariel Bezalel started his career at Jupiter and has been a member of the fixed income team since 1998 and a fund manager since 2000. He is currently an Investment Manager in the Fixed Income team and manages the Jupiter Strategic Bond Fund (Unit Trust) and the Jupiter Dynamic Bond fund (SICAV). Ariel has a degree in economics from Middlesex University.

Andrzej Pioch | Legal & General Investment Management

Andrzej Pioch | Fund Manager, Legal & General Investment Management

Andrzej is a fund manager in the Multi-Asset Funds team. His responsibilities cover the portfolio management and ongoing development of both institutional and retail multi-asset funds and he leads on the management of the award-winning L&G Multi-Index fund range. Prior to joining LGIM in July 2014, he was a fund manager at Aviva Investors. He is a CFA charterholder and completed the MSc programme in Finance at Bocconi University in Milan. He also holds a bachelor’s degree in economics and social science from Utrecht University. An ESG advocate, Andrzej holds GARP’s Sustainability and Climate Risk (SCR®) Certificate and lectures at Queen Mary University of London on Portfolio Construction and Asset Allocation.