About this Event:
17 March 2021 10:00AM to 12:20PM
18 March 2021 10:00AM to 12:20PM
Uncertain markets, regulatory change, shifting demographics and, of course, Covid-19 and all of its consequences, the potential for a deep recession to name just one. There is no doubt the market outlook today will pose tough questions for you and your clients. That said, well-run multi-asset portfolios should be able to offer up some suitable answers.
Professional Adviser’s Multi-Asset Masterclass has been designed to help UK financial advisers gain a greater understanding of this evolving and dynamic investment sector. Expert speakers will discuss why advisers should consider directing their clients towards multi-asset solutions, citing reasons like diversification, lower volatility, income generation and cost – or perhaps for that last point we should say value.
Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.
Fund Manager, Baillie Gifford Multi Asset Income FundView Bio
Steven is the co-lead Manager on our flagship Managed Fund. He has been involved in running the Fixed Income portion of the Fund since 2012. Steven joined Baillie Gifford in 2004 and is Head of the Income Research Team. Prior to joining Baillie Gifford, Steven was a Fixed Income Investment Manager with Scottish Widows. His experience includes seven years undertaking analysis and research for the Bank of England’s Monetary Policy Committee, and involvement in managing the UK’s foreign exchange reserves. Steven graduated BAcc (Hons) in Economics and Accountancy from the University of Glasgow in 1992 and MSc in Economics from the University of Warwick in 1993.
Editor, Professional AdviserView Bio
Tom has been editor of Professional Adviser and Multi-Asset Review since August 2019. He started his career at PA in 2016 and held a number of positions at Incisive Media before this latest promotion.
Director, Hawksmoor Fund ManagementView Bio
Ben is a Director of Hawksmoor Investment Management Limited and Head of the Fund Managers Team. He joined Hawksmoor in 2010 and is co-manager of the Vanbrugh, Distribution and Global Opportunities Funds. Prior to joining Hawksmoor he worked at Deutsche Bank and was Director of Japanese Equities at Merrill Lynch. He graduated from Trinity College Cambridge in 2002 with a degree in Economics.
CFA – Portfolio Manager and CIO at Benchmark CapitalView Bio
Alex is responsible for all Portfolios and Funds managed under the Benchmark Capital group's discretionary permissions.
Before joining Benchmark, Alex spent 5 years with a discretionary fund management business, where he designed and managed model portfolios for financial advisors and wealth management firms across the world.
Head of Insight and Consulting (Funds and DFM) at DefaqtoView Bio
As Head of Insight and Consulting (Funds and DFM), Pan leads an expert team of insight consultants who are responsible for Defaqto’s Ratings, Risk Mappings and authoring thought leadership articles and publications. The team also provide consultancy services to fund houses, DFMs and intermediary clients. Pan has held senior management and leadership roles in Allied Dunbar, Towry, Intrinsic and Sesame Bankhall Group (SBG) – gaining experience in tied, multi-tied, independent and network business models. Most recently, Pan has specialised in the design, development and delivery of advisory investment propositions and technology solutions. Whilst at SBG, Pan was responsible for the launch of a new fund range, Optimum Investment Management.
Chief Investment Officer, MorningstarView Bio
Dan Kemp is Chief Investment Officer for Morningstar’s Investment Management group for the Europe, Middle East and Africa region. Dan leads Morningstar’s 20-strong investment management team for the EMEA region, working with advisers and institutions to help them deliver world-class investment solutions to investors.
Dan joined Morningstar in 2014 as co-Head of Investment Consulting and Portfolio Management in the EMEA region. He previously served with Albemarle Street Partners, an investment consultancy partnership that he co-founded. Prior to Albemarle, he worked for Saltus Partners, managing the firm’s flagship Saltus Multi Asset Class Fund. He has also worked as fund manager and head of fund research for Williams de Broë (formerly Christows).
Dan has 19 years’ experience in research, investment management and investment consulting. He has managed a wide variety of portfolios, specialising in multi-asset risk graded products. He is also a well-known commentator on investment issues.
Portfolio Manager, UK Multi-Asset, HSBC Global Asset ManagementView Bio
Camilla Searle is an analyst in the UK Multi-Asset team within HSBC Global Asset Management in London and has been working in the financial industry since 2013. Within the team, Camilla is responsible for supporting the portfolio management team for discretionary multi-asset portfolios. Prior to joining HSBC in March 2019, Camilla worked as a research analyst for Brooks Macdonald where she was responsible for asset allocation calls, fund selection and wider investment strategy decisions. Prior to this, Camilla worked in distribution at Aberdeen Standard. Camilla holds a Bachelor of Science in Economics from Bristol University and is a CFA charterholder.
CFA – Head of UK Discretionary, UK Multi-Asset, HSBC Global Asset ManagementView Bio
Arthur Swain is a portfolio manager in the UK Multi-Asset team within HSBC Global Asset Management in London and has been working with HSBC since 2011. Arthur is part of the team responsible for the management of discretionary multi-asset portfolios in the UK. Arthur worked previously as a multi-asset product specialist before joining the portfolio management team. Arthur holds a Bachelor of Science in Mathematics and Economics from the University of Warwick and is a CFA charter holder.
Investment Director – Multi Asset Team Head, Brooks MacDonaldView Bio
Frank joined Brooks Macdonald in 2010 and co-manages our Managed Portfolio Service and Multi-Asset Fund range.
Prior to joining Brooks Macdonald, Frank worked at Barclays Wealth. He has over 10 years’ experience in financial services.
Frank holds the Investment Management Certificate (IMC) and the Certificate in Private Client Investment Advice & Management (PCIAM).
Frank is the head of the Far East & emerging markets research team.
Head of Multi-Asset, Morningstar Investment ManagementView Bio
Mike Coop is Head of Multi-Asset Portfolio Management for Morningstar Investment Management in Europe, the Middle East and Africa (EMEA). He is primarily responsible for Morningstar’s managed portfolios offering in the region and chairs Morningstar Investment Management’s Portfolio Committee. He also serves as lead manager of the Morningstar Real Return Managed Portfolios range.
Mike has over 25 years’ financial services experience and joins from Prudential Portfolio Management where he was Head of Multi Asset Portfolio Management. Before joining Prudential, Mike served as Head of Multi-Asset Strategies at Ibbotson Associates Australia, a business previously acquired by Morningstar. At Ibbotson, Mike managed globally invested multi-asset portfolios and additionally also served as a member of the Global Dynamic Asset Allocation Committee. Earlier in his career he was an equity strategist at BT Investment Management, a global asset allocation strategist at AXA Investment Managers, and a manager research consultant at Bacon & Woodrow.
Mike holds a Bachelor of Commerce from the University of Auckland and a MSc. Finance from Birkbeck College, University of London. He is an Associate of the Institute of Investment Management & Research (IMMR).