It’s hard to believe that twelve months have passed since we were last in Bristol for Global Insights. As ever, 2017 was an eventful year for both markets and economies. Donald Trump was at the centre of the year’s geopolitical events and his Tweets filled the newswires on a daily basis. 2017 was also a year when, if you hadn’t already heard of the words cryptocurrency or Bitcoin then you certainly had done by the end of the year, as the latter’s value skyrocketed. Regulatory attention on the industry increased with MiFID II preparations and the publishing of the FCA’s Asset Management Market Study, and let’s not forget about Brexit negotiations which rumble on.
Looking to markets, outside of the UK, where ongoing Brexit uncertainties continue to weigh heavily on the future growth prospects of UK plc, the global economy appears to have achieved ‘escape velocity’ from the post Global Financial Crisis stagnation. Whether this proves enduring remains to be seen but for now, its momentum is extending one of the longest, if weakest, growth cycles since the 1920s. A cycle which continues to push many equity markets to new highs. However, with valuations now looking full or expensive in some assets, the question now is how much higher they can go in 2018, and how do we manage downside risks in this environment.
It’s against this backdrop that we re-assemble for our 3rd Global Insights Conference in Bristol. Over the course of the event we will share with you our investment insight and ideas across the asset classes, and because we know you are always looking for differentiated investment strategies, this year we are introducing a ‘New Investment Ideas’ section into the agenda. Here we’ll be highlighting a number of our newer strategies along with more established ones that you may not have heard of.
I hope you enjoy the conference and use it to interact with your peers and our investment experts.
|8:00||Registration, light breakfast
Denis Skeate, Sales Director UK Client Group
When a defensive approach is required
Investec Diversified Income Fund – John Stopford, Head of Multi-Asset Income
In Discussion – Value and Quality, opportunities for investors
Alastair Mundy, Head of Value Simon Brazier, Co-Head of Quality Moderated by David Aird, Managing Director UK Client Group
UK income investing through uncertain markets
Investec UK Equity Income Fund – Blake Hutchins
New investment ideas
Credit in a rising rate environment
Investec Global Total Return Credit Fund – Jeff Boswell, Strategy Leader
The emergence of Quality in Asia
Investec Asia ex-Japan Fund – Charlie Dutton, Portfolio Manager
Generating consistent returns from smaller companies
Investec UK Smaller Companies Fund – Matt Evans, Portfolio Manager
Blending global value into your client portfolios
Investec Global Special Situations Fund - Alessandro Dicorrado, Portfolio Manager
David Aird & all speakers
Sales Director, UK Client Group
Joined the firm in 2005
Joined the industry in 2003
Denis is the sales director for the South within the UK Client Group at Investec Asset Management. He is responsible for supporting discretionary asset managers, top end advisory clients, stockbrokers and regional life company clients. Prior to joining Investec Asset Management, he worked at Morgan Stanley within the client relations team.Read more
Denis graduated from the University of Cape Town in South Africa with a Bachelor of Business Science (Hons) degree in Finance. He also holds the Investment Management Certificate (IMC).
Head of Multi-Asset Income
Joined the firm in 1993
Joined the industry in 1990
John is head of Multi-Asset Income at Investec Asset Management, responsible for all multi-strategy income. He is lead portfolio manager on our multi-strategy income portfolios, as well as participating in the wider management of our multi-asset strategies. During his time at the firm John has held senior positions as co-head of Fixed Income & Currency, having previously been responsible for the management of our South African fixed income assets from 1998 to 2004.Read more
John joined Guinness Flight in 1993, which was later acquired by Investec Asset Management, and took responsibility for investments in emerging bond and currency markets. Previous to this, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management.
John graduated from the University of Oxford with an honours degree in Chemistry in 1990 and he is a CFA Charterholder.
Managing Director, UK Client Group
Joined the firm in 2000
Joined the industry in 1988
David is managing director of the UK Client Group at Investec Asset Management, responsible for retail and institutional business in the UK and Ireland. David initially joined Investec Asset Management as sales director for UK & Europe in 2000.Read more
Prior to Investec Asset Management, David worked at Gartmore Asset Management with responsibility for capital raising for their hedge fund business. Previously, David was head of institutional pooled sales in the UK and offshore areas for Fleming Investment Management.
David started his career as a Chartered Accountant after graduating from Nottingham City University with a degree in Accounting and Finance.
Head of Value
Joined the firm in 2000
Joined the industry in 1998
Alastair is head of the Value team at Investec Asset Management having joined in 2000 from Morley Fund Management. He manages a number of funds including the Investec Cautious Managed Fund and the Investec UK Special Situations Fund.Read more
He also manages the Temple Bar Investment Trust. Alastair graduated from City University with a Bachelor of Science degree in Actuarial Science in 1988.
Co-Head of Quality
Joined the firm in 2014
Joined the industry in 1998
Simon is Co-Head of Quality at Investec Asset Management. He is a portfolio manager with a focus on UK equities, and manager of the Investec UK Alpha Fund and the Luxembourg domiciled Investec GSF UK Alpha Fund. He is also responsible for the co-management of the specialist Quality investment team. Simon is based in the firm’s London office.Read more
Prior to joining the firm, Simon worked for Threadneedle where he was Head of UK Equities and responsible for the portfolio management of the Threadneedle UK Fund. He has been managing funds for over 14 years having started his career with Schroders in 1998. Simon graduated from Durham University and the University of Aix-Marseille with a BA Honours degree in Economics with French. Simon holds the Institute of Investment Management and Research (IIMR) certificate.
Joined the firm in 2014
Joined the industry in 2007
Blake is a portfolio manager at Investec Asset Management. He is manager of the UK Equity Income Fund, co-manager of the Global Quality Equity Income Fund, backup portfolio manager on the UK Alpha Fund and an analyst within the Quality team. Blake is based in the firm’s London office.Read more
Prior to joining the firm, Blake worked for Threadneedle where he was responsible for retail and institutional assets. He has been managing funds since 2011 having started his career with Aviva Investors in 2007. Blake graduated from the University of Edinburgh with a MA Honours degree in Economics and Politics. In addition, Blake holds the Investment Management Certificate (IMC) and is a CFA Charterholder.
Strategy Leader: Developed Market Credit
Joined the firm in 2015
Joined the industry in 2001
Jeff is responsible for managing and leading the development of the developed markets credit platform at Investec Asset Management. His responsibilities include acting as a portfolio manager across a range of Investec Asset Management credit funds. Prior to joining the firm Jeff worked at Intermediate Capital Group PLC as Head of Portfolio Management within its Credit Fund Management division.Read more
He was also a member of the investment committee across both liquid and illiquid Credit Fund Management strategies. Prior to this he was at Investec Bank Limited as Head of Acquisition Finance, where he established the Acquisition Finance platform and led the development a third party asset management CLO platform alongside. Previously he has also held structured and leveraged finance roles at NIB Capital (London) and BOE Merchant Bank (South Africa).
Jeff holds a Bachelor of Commerce Honours (Cum Laude) from University of South Africa. He is also a Chartered Accountant (SA) and a CFA Charterholder.
Joined the firm in 2016
Joined the industry in 1997
Charlie is a portfolio manager in Investec Asset Management’s Quality team. His focus is on global investments, in particular Asian equities. Prior to joining the firm, Charlie was a portfolio manager at Coupland Cardiff Asset Management, an Asian investment firm.Read more
Before that he held senior positions at J.P. Morgan; he was the director of Asia Pacific Research and head of Asia Pacific Consumer Research. Charlie has a Bachelor of Science degree in Geography from Durham University and has passed Level III of the CFA Programme.
Joined the firm in 2017
Joined the industry in 1998
Matt is a portfolio manager at Investec Asset Management, with a focus on UK Smaller Companies within the Quality team. Matt is based in the London office. Before joining the firm, Matt worked for Threadneedle as a portfolio manager in the UK equities team. He was co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios.Read more
He was also lead manager of the Threadneedle UK Ethical Equity Fund and was responsible for stock analysis and idea generation for the wider team. Prior to joining Threadneedle, Matthew was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps. He graduated from Loughborough University with a degree in Geography and Sports Science. In addition, Matt holds the Investment Management Certificate.
Joined the firm in 2011
Joined the industry in 2004
Alessandro is a portfolio manager within the Value team at Investec Asset Management. Since January 2016, he assumed co-portfolio management of the Investec Global Special Situations and Investec Global Value Equity strategies. In 2011, Alessandro joined Investec Asset Management as an analyst in the Value team. Previously he worked at J.P. Morgan Chase & Co as a fixed income derivatives salesperson in London.Read more
He graduated from UCL in 2004 with a Bachelor of Science (Hons) degree in Economics and holds a Master’s degree in Finance from the London Business School. He has passed Level III of the CFA Programme.
Wednesday 24 January 2018
Bristol Marriot Royal Hotel
Bristol BS1 5TA
If you are driving to the conference, please email email@example.com with your car registration by Friday 19th January and we shall arrange a space in the hotel car park for you. This can be accessed via College Green through an archway next to the main entrance.