Fabio Cecutto – Willis Towers Watson (Moderator) Fabio heads the Focused Equity manager research team at Willis Towers Watson, leading the research efforts on concentrated, unconstrained active equity portfolios. Fabio has also been involved in long-short, quantitative and Smart Beta equity…

Rob Rohn – Sustainable Growth Advisers Rob is an Analyst, a Portfolio Manager and a member of the Investment Committee. He is also a member of the firm’s Advisory Board and its Executive Committee. Prior to founding Sustainable Growth Advisers…

Mark Baribeau – Jennison Associates Mark is the Head of Global Equity and a global equity portfolio manager. He joined Jennison in 2011. He was previously with Loomis Sayles for more than 21 years, where he was a global equity…

Jeff Mueller – Polen Capital Mr. Mueller joined Polen Capital in 2013. Mr. Mueller is co-portfolio manager of the Global Growth strategy. Prior to joining Polen Capital, Mr. Mueller spent 10 years in the U.S. Marine Corps, during which he…

Martin Hermann – Berenberg Martin Hermann joined Berenberg in 2017 and is portfolio manager of the Global Focus Fund. Martin began his career in 2010 at Allianz Global Investors where he served as a portfolio manager and vice president within…

David Shapiro – Sustainable Growth Advisers David is a Client Portfolio Manager at Sustainable Growth Advisers and has been a Moderator of both the London and New York Value Conferences since they began in 2012 and 2018 respectively. Previously, he…

Simon Steele – AMP Capital Simon Steele was appointed in June 2016 to the role of Head of Global Equities with responsibility for overseeing and developing AMP Capital’s active global equities investment process. Mr Steele’s career spans over 25 years’…

Ian Mortimer – Guinness Asset Management Ian joined Guinness Asset Management in December 2006 and is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Prior to joining Guinness, Ian completed a D.Phil. in experimental physics…

Sunil Thakor – Sands Capital Sunil H. Thakor, CFA is a Research Analyst and a Co-Portfolio Manager of the Sands Capital Global Leaders and International Growth strategies. Sands Capital is an active, long-term investor in leading innovative businesses, globally. Mr. Thakor…

Matthew Page – Guinness Asset Management Matthew joined Guinness Asset Management in September 2005 is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Previously, he joined Goldman Sachs on the Graduate scheme working in Foreign…

Stephen Yiu – Blue Whale Capital Stephen Yiu is the Chief Investment Officer at Blue Whale Capital and Lead Manager of the Blue Whale Growth Fund. Stephen co-founded Blue Whale Capital with Peter Hargreaves, co-founder of Hargreaves Lansdown, in 2016. The…

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