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Loomis Sayles Investments
Chris Yiannakou is Managing Director & Director of Institutional Services at Loomis Sayles Investments Limited (LSI), Loomis Sayles’ London-based entity, covering Europe, Middle East and Africa (EMEA). He is responsible for overseeing institutional client development and servicing for the UK, Continental Europe, Middle East and North Africa regions, as well as overseeing activities with global and regional investment consultants. Chris joined Loomis Sayles in 2012 from UBS Global Asset Management, where he was Head of European Consultant Relations. Prior to UBS, he was responsible for institutional consultant and client relationships with Pioneer Investments and Gartmore Investment Management respectively. Chris earned a BA from Bournemouth University and also holds the Investment Management Certificate from the CFA Society of the UK.
BMO Global Asset Management
Clare is Vice President, UK Institutional and Consultant Relations at BMO Global Asset Management. Clare joined BMO in 2018, where she is responsible for developing and managing the business’s relationships with a range of Global and UK Investment Consulting firms.
Prior to joining BMO, Clare spent 6 years at HSBC Global Asset Management where she held positions working with investment consultants and institutional clients.
Clare graduated from the University of Liverpool with a degree in Business Studies and French.
Claire is a Director & Co-Head of Consultant Relations at Unigestion. Claire has 20 years’ experience in institutional asset management, enjoying a diverse international career spanning investment consulting, relationship and product management, commercial strategy and portfolio management.
Claire joined Unigestion from LOIM where she held a similar role. Previously, while at Australian Unity Investments, Claire held a variety of roles including head of strategy and development and head of portfolio management and research. Earlier, she was a senior consultant in the investment consulting team at Russell Investment Group and in held various analyst and client facing roles while at PIMCO.
Claire earned an MBA from Melbourne Business School and is a Chartered Financial Analyst (CFA) Charterholder.
The Asset Management Exchange
Jignasa joined Willis Towers Watson’s investment consulting team in the Sydney office in May 2006. Specialising in manager research, her areas of focus was on bonds and equities, and she worked closely with a number of in-house investment teams at our larger Australian clients. Jignasa transferred to the London office in 2012, and she worked with a number of larger UK clients, with a particular focus on their manager appointments, as well as being a senior member of the manager research team. Jignasa has over 16 years’ experience in the financial markets.
Currently, Jignasa is working with and advising pension fund clients on how they may utilise the Asset Management Exchange, a new initiative launched by WTW in February 2017.
Prior to joining Willis Towers Watson, Jignasa worked for Mercer Investment Consulting, initially joining the client consulting team where she focused on general investment consulting, but predominantly working in the London-based central research team as a dedicated manager researcher. Her responsibilities included both equity and bond research.
Jignasa is a CFA charterholder and graduated from the University of Sheffield (UK) in 1996 with a BA (Hons) in History.
Simon Males is Executive Director at Tikehau Capital, the 28bn global alternative asset management group, and leads the firms UK institutional business. He is a member of the Board of AIMSE Europe and has previously been a member of its Advisory Council since 2013.
Simon has over three decades experience working within the UK institutional market, including leadership roles at global asset management firms such as Legal & General Investment Management, PGIM, Pictet Asset Management and F&C (BMO). He founded Carrick Roads Capital Limited, an institutional consulting and capital-raising firm.
Simon is a serving Trustee and Board Director of two UK Charities (North London Hospice and The Pemberton-Barnes Trust) and has previously served as a Trustee of a 130m UK Defined Benefit corporate pension plan.
Simon holds an MBA from London Metropolitan University and several Professional Qualifications, including the IMC.
Columbia Threadneedle Investments
Ashley Manning-Brown joined Columbia Threadneedle Investments in 2008 and is a Consultant Relations Director in the Global Consultant Relations Team, managing relationships with global consultants and pursuing business development opportunities in the UK institutional market. Prior to joining Columbia Threadneedle, Ashley worked for BNP Paribas (London and New York) on the Credit Flow Desk and in the Fixed Income Middle Office. He has also worked (in London and New York) for JPMorgan Chase.
Daniel is Head of Europe, Middle East, and Africa (EMEA) in the Global Institutional Management group of Putnam Investments. Based in London, he is responsible for managing Putnam’s EMEA distribution and client development efforts, as well as directing the firm’s strategy in the EMEA region.
Prior to joining Putnam, Daniel was Global Head of Consultant Relations at Winton Global Investment Management, which applies an empirical scientific approach to exploiting inefficiencies in markets. Daniel joined Winton in 2015 following a 17 year career at Mercer. From 2006 through 2014 at Mercer Daniel built their UK fiduciary management offering from inception to a c$20bn assets under implementation business.
Originally based in New York for Mercer, Daniel has worked with institutional investors (defined benefit, defined contribution, endowment and foundation as well as insurance companies) in the US, UK and South Africa on strategic asset allocation, manager selection, manager research and implementation. Prior to joining Mercer, Daniel worked for Bessemer Trust in New York.
A CFA charterholder, Daniel graduated with honours from the University of Notre Dame in Indiana, USA in 1996
Andrien is a Finance, Accounting (FCCA) and Investment (MCSI) professional with significant experience. Recently, he was appointed as Honorary Diplomat (Consul on Investments). He is elected to serve the Ward of Aldgate in the City of London as a Common Councilman (CC). His day job involves Heading up the Shared Pensions service for Sutton and Kingston Funds. He also serves as an advisor and non-exec to consultants and fund managers.
Ben left JLT in 2014, after working on a portfolio of clients as Investment Consultant. His role included working on a wide range of investment issues for both DB and DC clients. Ben gained considerable experience in DC working for the JLT Pension Scheme, implementing changes that included investment platforms, white labelling and front-end member websites. Ben also managed fiduciary clients with delegated investment mandates.
His new role at Royal Mail is DC Plan Secretary and his current DC challenges include Communications and dealing with the ‘Freedom and Choice in Pensions’ consultation. He will also utilise his investment skill set for the main DB Plan.
Capita Pension Solutions
Bobby is UK Pensions Consultant Market Director at Capita Pension Solutions. He equally splits his time between
a. Being a Senior Investment Consultant with has over twenty years of experience in advising both the Trustees and Employers of Occupational Defined Benefit and Defined Contribution Schemes.
b. Leading Capita’s thought leadership and profile in the market, including but not limited to Linkedin, Mallowstreet and Twitter.
He joined Capita in 2013 and led the growth of the Investment Consulting Team until moving back to a full time client facing role in 2018. Bobby is a qualified Actuary and is a past Chair of the Association of Consulting Actuaries Investment Sub-Committee and has also served on the Finance and Investment Board of the Institute of Actuaries. He is a past winner of the Mallowstreet Most Influential Investment Advisor award and has also twice won the industry battle of the bands, as a Bass player. He is also a regular speaker on Investment issues at various conferences and has participated as a judge for a number of industry awards.
Outside of work, Bobby is a County Pool Player and keen runner and also managed the Bedfordshire Youth Pool team to a record 5 consecutive region victories.
I use my global leadership and investment experience to build high performing teams and solutions. An experienced executive leader and investment professional, I have enjoyed leadership and investment success in the UK and Canada. I moved back to the UK in 2021 to work with UK investors and to grow Aon’s investment business. I’ve enjoyed a number of leadership roles, most recently as Head of Investment for Canada / CEO Aon Investments Canada where I was responsible for our delegated investment solution (OCIO) and investment consulting solutions. I work with institutional investors to meet their investment objectives and manage risk to their organisations
Catriona Buckley is an Institutional Business Development Director at Gresham House plc, the specialist alternative investment manager. She is responsible for developing institutional business in the UK and Ireland with investment consultants, charities, insurance companies and pension schemes. Catriona has c.15 years’ experience building relationships and developing new business opportunities with global institutional investors. Prior to joining Gresham House, Catriona was responsible for consultant engagement with global and domestic investment consultants in the UK, and for direct client relationships in Ireland at Fidelity International. Previously, Catriona was Client Director at Pioneer Investments (now Amundi), where she managed a portfolio of institutional client, investment consultant and global strategic partner relationships. Prior to this she spent six years in a variety of roles within Allied Irish Banks, latterly as a credit analyst on the Bank’s proprietary bond trading desk. Catriona is CFA charter holder and graduated from the University of Dublin, Trinity College with a BA Hons in Business and Economics.
Chris is a Trustee Executive for BESTrustees having previously held a range of management positions for the operation of both public and private sector occupational pension schemes.
Chris is a Fellow of the Pensions Management Institute (‘PMI’) where he holds a number of roles. These include being a Non-Executive Board Director, a member of the Advisory Council and chair of the PMI Trustee Group Forum.
Chris regularly acts as a judge for a number of industry awards, is a regular speaker at industry events and was the author of the ‘Management & Administration’ module for the (then) National Association of Pension Funds ‘Trustee Toolkit’, the forerunner of the Pension Regulator’s online training for trustees. He was voted as Engaged Investor’s ‘Pensions Manager of the Year’ in both 2011 and 2014 and in 2018 received the ‘Outstanding Contribution to the PMI’ award.
Darren is Director of Policy and Market Engagement at Smart Pension. Darren’s primary focus for some years has been the DC market and particularly master trusts. Prior to joining Smart Pension he had a similar role at The People’s Pension, and prior to that was Director of Policy at the NAPF (now PLSA).
David joined Barnett Waddingham as Investment Partner in September 2012 to develop and extend the range of Investment Consultancy services to clients serviced by our Liverpool, Leeds and Glasgow offices.
Prior to joining Barnett Waddingham David had spent the majority of his career with HSBC Actuaries and Consultants Limited (HACL). He was appointed a main board Director of HACL in 1999 with specific responsibility for the Investment Consultancy Practice which he established in 1993. Following the sale of HACL to JLT in 2009 David was Managing Director and then Deputy Chairman of JLT Investment Consulting.
Throughout David’s career he has advised a wide range of DB and DC clients and brings to Barnett Waddingham a wealth of investment consulting experience as well as a genuine enthusiasm for independent bespoke investment consulting.
David Morley is a Vice President of Eaton Vance Management (International) Limited and Director of Business Development, responsible for business development and the management of key institutional relationships in the UK. He joined Eaton Vance in 2015.
David began his career in the investment management industry in 1997. Before joining Eaton Vance, he most recently looked after the U.K. and Nordics institutional business of Lombard Odier Investment Managers, having previously worked at Henderson Global Investors in a variety of institutional business development and relationship management roles across EMEA.
David trained as a Chartered Accountant with KPMG in London and the Bahamas.
Columbia Threadneedle Investments UK
Emily Hitch is a Client Relationship Director within the Columbia Threadneedle Investments UK Institutional Sales team, she is responsible for managing relationships with institutional clients and growing the companys client base in the UK market. Emily joined the company in 2014 as an Institutional Client Account Manager. Emily holds a BA degree in Sustainable Built Environment from the University of Nottingham. She also holds the Investment Management Certificate.
State Street Global Advisors
Francesca is a member of the UK Consultant Relations Team at State Street Global Advisors (SSGA). She joined SSGA in June 2017 from Hermes Investment Management, where she was responsible for helping to drive sales efforts within the UK Sales Team. Prior to this, Francesca worked at Waverton Investment Management, as part of their Charities Business Development Team, liaising directly with charity clients and consultants.
Francesca achieved a first class honours degree in Neuroscience from King’s College, London.
Macquarie Investment Management
Gillian is Head of UK Institutional Distribution and joined Macquarie in October 2015. With over 18 years of experience, her primary responsibility is to build long-term partnerships with institutional investors in the UK. Prior to joining Macquarie, Gillian spent 10 years at Goldman Sachs Asset Management and four years at Insight Investment in London, having begun her career with roles Macquarie and Permanent Trustee in Sydney. Gillian graduated from the University of Technology, Sydney with Business (B.Bus) and Law (LLB) degrees.
Harleen is an Associate in Goldman Sachs Asset Management’s UK Institutional Business team. Her responsibilities include the development and advancement of strategic relationships with UK and Irish institutional investors. Harleen graduated from the University of Warwick in July 2012 where she studied Discrete Mathematics. Prior to this, she completed an internship with the GSAM UK Institutional Business team in the summer of 2011. Harleen holds the Investment Management Certificate.
Henry joined the Prudential Group in 2011. His primary focus is now developing our Institutional Fixed Income business in the UK with Consultants and Pension Funds. Henry initially joined the group on its global leadership programme “Momentum”. Prior to this Henry was a British Army Officer for five years and served on operations in Afghanistan with the Gurkhas. He graduated from the University of Edinburgh with a MA (Hons) in History in 2006. He holds a Certificate in Business Accounting (CIMA) and is a CFA Charterholder.
James currently acts as Head of Institutional at Gresham House. He previous position was Head of Institutional, UK & Ireland at MFS Investment Management for 14 years. Prior experience includes UK Sales & European Consultant Relations for Threadneedle Asset Management and Fidelitys Institutional division. James received an BA (Hons) from Nottingham Business School.
He holds the Investment Management Certificate (IMC) from the CFA Society of the UK and is a Council member of AIMSE Europe.
James was responsible for UK Institutional Sales & European Consultant Relations for Threadneedle Asset Management. Earlier, he held roles ain Business development and Marketing within Fidelity’s Institutional division. James received an BA (Hons) from Nottingham Business School.
He holds the Investment Management Certificate (IMC) from the CFA Society of the UK and is a Council member of AIMSE Europe.
Allianz Global Investors GmbH
Jo is the Head of UK Institutional Client Account Management for AllianzGI in London with responsibility for client directors and client servicing. The team collectively works with UK pension and insurance clients across fixed income, equity and alternative assets. Jo has 22 years industry experience and has worked with UK institutional clients (both DB and DC schemes) as an account manager. Prior to joining Allianz GI, Jo spent 14 years with BlackRock latterly as a Director and Senior Account Manager within the intermediated client team working with pension clients across a range of asset classes and investment solutions including diversified growth, equities, real estate and LDI. Jo graduated from the University of Northumbria , Newcastle in 1996 with a 2:1 BA (Hons) in International Business with Spanish.
Jordan leads XPS Investment’s Birmingham practice and has significant experience advising both trustees and sponsors in all areas surrounding investment risk management and pensions funding.
Jordan is regarded for his ability to implement pragmatic and precise solutions to complex issues; given his breadth of experience, and willingness to innovate where necessary, Jordan has built up a reputation as someone who can lead strategic discussions with a wide variety of stakeholders, helping to find compromise and facilitate progress.
Jordan joined XPS in October 2018 and prior to that advised both trustees and sponsors of pension schemes from £20m to £3bn. Jordan’s has worked with a wide range of clients in the past including large multi-national companies and FTSE 100 businesses; Jordan’s previous role involved developing the corporate investment consulting business at Barnett Waddingham.
John is a Senior Partner at Aon with 32 years of consulting and fund management experience.
In the UK, John is accountable for driving Aon’s Content Development / Thought Leadership. John is a member of Aon’s Global and EMEA Investment Leadership Teams, and UK Investment Committee. He is also a lead investment adviser to a portfolio of UK-based private and public sector clients.
John is a regular commentator on the UK pensions industry’s investment trends, and represents the firm on FTSE Russell’s Policy Advisory Board , the Society of Pension Professionals Investment Committee and is a member of the AIMSE Europe Council.
He joined Aon Hewitt in 2003 following 13 years at Barclays Global Investors (now BlackRock) where he was a Director and Head of BGI’s UK Institutional Client Group. Prior to 1990 he spent 2 years with Crown Agents Asset Management as an analyst and 3 years with Sedgwick Noble Lowndes (now Mercer) in the pensions team.
Partner at Oliver Wyman
Julia Hobart is a Partner at Oliver Wyman, specialising in asset and wealth management. She joined Oliver Wyman in 2004 following its acquisition by Mercer. Julia has worked across the investment industry: as a portfolio manager and as an investment consultant before becoming a strategy consultant. In her current role Julia works with a wide range of organisations around the world, providing strategic advice for their businesses in the investment arena.
Before moving to Oliver Wyman, Julia set up and led Mercer’s Manager Advisory practice, providing strategic advice to asset management clients. Before that, she headed Mercer Investment Consulting in Continental Europe. Julia started her career with SG Warburg, becoming a portfolio manager and managing UK and European equity funds for its subsidiary, Mercury Asset Management (now BlackRock).
Julia is a member of the Advisory Council for AIMSE International. She is a regular speaker on trends and developments in the asset management industry, and for a number of years has led a series of major reports published in collaboration with the World Economic Forum on the Future of the Global Financial System and on Long-Term Investing. She holds an MA in Mathematics and Computer Science from Cambridge University.
Amundi Asset Management
Lara Campbell is a Manager within the Global Consultant Relations team at Amundi Asset Management. She is responsible for generating and maintaining relationships with global and local consultants. Prior to this, she worked within the Wealth Manager Research team at Mercer based in London. Lara holds her Investment Management Certificate from the CFA Society, Master of Economic Studies and a Bachelor of Arts degree from the University of New England.
Natixis Global Asset Management
Laura Devoucoux is Director, Consultant Relations at Natixis Global Asset Management and is team leader on the Group’s “French-speaking” affiliate asset managers. Her role covers Global & UK Consultants as well as Fiduciary Managers across Research, Advisory and Fiduciary activities. ”
Laura joined the Natixis Group in 2004, where she spent over 10 years working at the Paris-based affiliate, Natixis Asset Management. During her time in France, she undertook various roles in Marketing, including managing the fixed-income firm-wide product line. Laura also headed the International Institutional Support team, which included international RFP and database completion as well as firm-wide entry point for Consultant related demands. Prior to joining the Natixis Group, Laura worked within the Private Equity arena, in sales and marketing positions.
Laura graduated from the European Business School and Dauphine University – France.
Lindsey is Head of UK Consultant Relations with responsibility for LGIM’s strategic relationships with investment consultants and professional independent trustees. Lindsey joined LGIM in 2015 from the credit specialist Cairn Capital where she had the role of UK Institutional Sales and Consultant Relations. Prior to that, she ran Investor Relations at Credaris and previously managed Consultant Relations at the London hedge fund, BlueCrest Capital. Lindsey graduated from the University of Leicester and holds a BSc in Communications, is a charter holder of the Chartered Alternative Investment Analyst Association and holds the IMC.
Willis Towers Watson
Lisa is a senior investment consultant at Willis Towers Watson working with a range of DB pension scheme clients of various sizes (sub-£100m to £3bn+) and across various industries. She is responsible for advising clients on all aspects of their investment arrangements from investment beliefs and objective setting right through to manager selection and monitoring. In addition, Lisa has also worked on two large transformational change projects in the UK and the Middle East, working with large internal teams to analyse and improve their investment processes.
Prior to joining the investment industry, Lisa worked as a pharmacist having graduated from Strathclyde University in 2005 with a Masters degree in Pharmacy (MPharm). Lisa returned to university and graduated with a Masters degree in International Business (MSc) with Finance from Aston Business School in 2009. She joined Willis Towers Watson in 2010 and is a CFA charterholder.
Peter is the Managing Director, Head of UK at Robeco.
In this role, Peter oversees Robeco’s activities in the UK, including sales, marketing and consultant relations. Alongside this, Peter is also the Global Head of Consultant Relations. Peter has almost 30 years’ experience in the financial services industry working in Australia, Europe and the UK. Prior to joining Robeco in 2014, Peter was Director, Distribution of ASX Listed multi-boutique business Treasury Group. Prior to this he worked in a variety of roles with Putnam Investments, Zurich Investment Management and Rothschild Asset Management, building the profile and presence of these firms with clients and consultants. Peter began his career working in manager research.
Peter holds a BA in Economics from Victoria University and a Graduate Diploma in Applied Finance and Investment from The Securities Institute of Australia where he lectured and marked a range of subjects in the Grad Dip and Masters in Applied Finance programs. Peter is a Fellow of The Financial Services Institute of Australia.
Westminster County Council
Phil Triggs has been Strategic Finance Manager (Pension Fund and Treasury) at Surrey County Council, United Kingdom, since October 2012, having worked in similar roles at Warwickshire County Council since 2003 and Buckinghamshire County Council since 1999.
He has worked in local government finance over his entire career, previously specialising in revenues collection and rating valuation at Havant Borough Council and subsequently qualifying as a Chartered Accountant (CIPFA) with Chichester District Council.
He is a keen cyclist, marathon runner (has completed the London, Boston, Berlin, New York and Chicago marathons) and holds a UK private pilot’s licence.
Standard Life Investments
Philippa Gray is an Investment Director at Aberdeen Standard Investments and is responsible for servicing, engaging and building strong relationships with the UK investment consultant community. Philippa joined Standard Life Investments in 2005 from AEGON Asset Management.
Philippa graduated with a BA(Hons) in Business Administration and History at Strathclyde University. She holds an IMC.
Lane Clark & Peacock LLP
Mark helps his clients set clear investment objectives and select appropriate long-term investment strategies. His clients benefit from his straight talking and ability to explain complex issues in an easy to understand way. This means his clients are able to make important investment decisions quickly and take advantage of investment opportunities as they arise.
Mark has over 30 years of investment consultancy experience and is lead investment adviser to 10 defined benefit pension schemes. He is head of the firm’s Investment Manager Research Team. He is also a member of the Responsible Investment Research Group and is author of LCP’s Investment Management Fees Survey. His clients benefit from both the breadth of his experience as well as from his thought leadership in these areas.
Neuberger Berman Europe Limited
Max Watson is a Vice President and Relationship Manager at Neuberger Berman Europe Limited covering investment consultants. Prior to joining Neuberger Berman in 2013, Max worked at Alcentra in the business development team. He started his career at Payden & Rygel in a one-year internship.
Max holds a BSc (hons) in Politics and Economics from the University of Bath. He has earned Investment Manager’s Certificate, CFA UK and has completed level one of the CFA programme.
RBC Global Asset Management
Mohamed is Head of Consultant Relations at RBC Global Asset Management where he is responsible for maintaining relationships with investment consultants and new business opportunities. He joined RBC Global Asset Management in 2017 having spent over seven years at J.P. Morgan in a variety of roles and most recently in the Asset Management UK institutional distribution team. Mohamed graduated from the London School of Economics and Political Science in July 2009 where he studied Management Sciences and is also a CFA charterholder.
Nick Jellema is a Senior Investment Consultant with 15 years’ experience advising institutional clients. He is a qualified actuary and has previously worked at Hewitt Associates and Conduent HR Services. Nick is currently lead investment adviser to three private-sector pension schemes and four LGPS Funds and he advises on all investment matters, including strategic asset allocation and risk management, manager selection, monitoring and governance.
Within the investment team at Hymans Robertson, Nick leads on business development and client management, and in his previous roles, Nick has also specialised in fiduciary research, and compliance policies and procedures. Nick has an undergraduate degree in Mathematics from Edinburgh University, and a postgraduate degree in Actuarial Finance from Imperial College London.
Nick has worked in investment consulting for more than a decade. He started his career at Aon Hewitt before moving to Redington in 2014 where he advises a range of clients from DB pension schemes to wealth managers, with £100m to £100bn in assets. In his spare time, when Nick isn’t on the golf course, he is chasing round his two daughters that he looks after on Fridays as he works 4 day weeks.
Sam is a Director in M&G’s Institutional Distribution team. He is responsible for managing relationships with investment consultants and pension schemes in the UK and growing M&G’s institutional book of business. He joined M&G in 2014 its graduate scheme, spending time working in its Equities, Fixed Income and Multi Asset businesses.
Sam graduated from The University of Sussex with a First-Class Honours degree in Economics. He is a CFA charterholder and has also completed the CFA Certificate in ESG Investing.
Dimensional Fund Advisors Ltd.
Tim Brown leads Dimensional’s UK Institutional Group and Consultant Relations activity for the EMEA region. Prior to joining Dimensional I May 2011, Tim was a director and head of consultant relations at UBP. Before that, he worked at Credit Suisse Asset Management for five years in European wholesale marking and as a consultant relations manager within UK Institutional. Tim began his career in asset management at HSBC, where he worked within the UK sales team. He graduated with honors in history from the University of Wales.
Tony English is a Principal in Mercer’s Wealth business and is based in London. Tony works with a variety of institutional investors for whom he is responsible for the provision of investment advice, including pension funds (corporate and local authority) and trust funds.
Tony has over 18 years of investment experience, having joined Mercer in 1999. During this time he has been involved in a wide variety of projects, including investment strategy, manager selections, private markets, pension risk transfer and global custodian selections. Tony also regularly facilitates trustee training courses.
Tony graduated with a degree in physics from the University of Warwick in 1996. He is an Associate of the CFA Society of the UK (‘CFA UK’) and a regular member of CFA Institute. Tony chairs Mercer’s UK ratings review committee and is a member of the global real estate ratings review committee. Tony represents Mercer on the investment committee of the Society of Pension Professionals’ (‘SPP’) Investment Committee and is a council member of AIMSE Europe.