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5 October 2023 - Waldorf Astoria – Caledonian

5 October 2023
Waldorf Astoria – Caledonian

Conference chair:

Welcome

Experience the power of networking and gain a competitive edge at the Evenco International Fund Forum in Edinburgh, presented in collaboration with Bloomberg. This highly anticipated conference brings together Scotland’s most influential fund selectors and global and boutique asset managers for a morning of unrivalled investment opportunities.

We are happy you could join us at The Caledonian Waldorf Astoria to connect with international fund managers and industry peers. Discover winning investment solutions that will complement your portfolio.

At the Edinburgh Fund Forum, you will delve into in-depth discussions, captivating presentations, and thought-provoking panel debates. Benefit from the latest investment strategies and cutting-edge solutions presented by best performing fund managers across traditional and alternative assets. Gain collective wisdom from leading Scottish Fund Selectors as they engage and share their fund selection practices during the panel discussions. This event promises to be an efficient use of your time.

AGENDA

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09.35 - 09.50

OPENING REMARKS

Tim Craighead

Senior European Strategist, Director of Research (Content)

Bloomberg Intelligence

Tim Craighead leads the Bloomberg Intelligence European equity strategy team, and manages the global content and editorial teams for BI, Bloomberg’s global investment research team. Tim has more than 35 years of experience in investment research. He joined Bloomberg Intelligence in early 2010 in New York and transferred to Hong Kong in early 2012 to develop the Asia research team, where he also covered Asian strategy and the casino gaming industry. He relocated to London in his current role in 2016. Prior to joining BI, Tim worked at Goldman Sachs where over a 21 year career he managed the U.S. investment review committee process, ran product management and wrote a global themes research product. He began his career there as an equity research salesperson in both New York and then London.

Bloomberg Intelligence (BI) research delivers an independent perspective providing interactive data and research across industries and global markets, plus insights into company fundamentals. The BI, team of 400 research professionals is here to help clients make more informed decisions in the rapidly moving investment landscape. BI’s coverage spans all major global markets, more than 135 industries and 2,000 companies, while considering multiple strategic, equity and credit perspectives. In addition, Bl has dedicated teams focused on analyzing the impact of government policy, litigation and ESG.

BI is also a leading Terminal resource for interactive data. Aggregated, from proprietary Bloomberg sources and 500 independent data contributors, the unique combination of data and research is organized to allow clients to more quickly understand trends impacting the markets and the underlying securities. Bloomberg Intelligence is available exclusively for Bloomberg Terminal® subscribers, available on the Terminal and the Bloomberg Professional App.

Tim Craighead leads the Bloomberg Intelligence European equity strategy team, and manages the global content and editorial teams for BI, Bloomberg’s global investment research team. Tim has more than 35 years of experience in investment research. He joined Bloomberg Intelligence in early 2010 in New York and transferred to Hong Kong in early 2012 to develop the Asia research team, where he also covered Asian strategy and the casino gaming industry. He relocated to London in his current role in 2016. Prior to joining BI, Tim worked at Goldman Sachs where over a 21 year career he managed the U.S. investment review committee process, ran product management and wrote a global themes research product. He began his career there as an equity research salesperson in both New York and then London.

Bloomberg Intelligence (BI) research delivers an independent perspective providing interactive data and research across industries and global markets, plus insights into company fundamentals. The BI, team of 400 research professionals is here to help clients make more informed decisions in the rapidly moving investment landscape. BI’s coverage spans all major global markets, more than 135 industries and 2,000 companies, while considering multiple strategic, equity and credit perspectives. In addition, Bl has dedicated teams focused on analyzing the impact of government policy, litigation and ESG.

BI is also a leading Terminal resource for interactive data. Aggregated, from proprietary Bloomberg sources and 500 independent data contributors, the unique combination of data and research is organized to allow clients to more quickly understand trends impacting the markets and the underlying securities. Bloomberg Intelligence is available exclusively for Bloomberg Terminal® subscribers, available on the Terminal and the Bloomberg Professional App.

09.50 - 10.10

FUND MANAGER PANEL I

led by:

Tim Craighead

Senior European Strategist,
Director of Research (Content)

Bloomberg Intelligence

11.30 - 12.00

PANEL DEBATE

2024 Investment Outlook: Navigating Macro Trends

JOHN MOORE

Senior Investment Manager

RBC Brewin Dolphin

John Moore is a senior investment manager at RBC Brewin Dolphin’s Edinburgh office. He manages the portfolios of both high-net-worth private clients and those of intermediaries, such as independent financial advisers. He is particularly skilled in collective investments, investment trusts and asset allocation. He prides himself on being able to form deep connections with his clients, utilising both his experience and knowledge. He is a keen scholar of financial history and is able to use his learnings to improve client performance and calm any nerves along the way. John began his financial services career at the Bank of Scotland before moving to RBC Brewin Dolphin in 1993. He has always been involved in private client investment and helped establish the Brewin Portfolio Service, which allows clients to invest and evolve with us. He also chairs RBC Brewin Dolphin’s Managed Portfolio Service (MPS) committee and serves on the asset allocation committee. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.

John Moore is a senior investment manager at RBC Brewin Dolphin’s Edinburgh office. He manages the portfolios of both high-net-worth private clients and those of intermediaries, such as independent financial advisers. He is particularly skilled in collective investments, investment trusts and asset allocation. He prides himself on being able to form deep connections with his clients, utilising both his experience and knowledge. He is a keen scholar of financial history and is able to use his learnings to improve client performance and calm any nerves along the way. John began his financial services career at the Bank of Scotland before moving to RBC Brewin Dolphin in 1993. He has always been involved in private client investment and helped establish the Brewin Portfolio Service, which allows clients to invest and evolve with us. He also chairs RBC Brewin Dolphin’s Managed Portfolio Service (MPS) committee and serves on the asset allocation committee. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.

DAVID APPLETON

Senior Investment Director

Brooks Macdonald

David joined Brooks Macdonald in 2020 and is jointly responsible for managing the Cornelian range of risk managed multi-asset fund solutions. David is also a senior member of the Brooks Macdonald multi-asset research team where he has overall responsibility for Fixed Income and Property fund/stock selection and also sits on the Alternatives sector research team. Prior to his current role, David joined Cornelian Asset Managers in 2013 and helped to develop the firm’s risk managed multi-asset fund proposition to financial advisors prior to the acquisition of the business by Brooks MacDonald in 2020. He also worked for 10 years at Alder Investment Management, a London-based family office, and has 20 years’ experience as an investment analyst and fund manager. David studied Economics at the University of Edinburgh before obtaining an MSc in International Banking & Finance from Heriot Watt University. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). 

David joined Brooks Macdonald in 2020 and is jointly responsible for managing the Cornelian range of risk managed multi-asset fund solutions. David is also a senior member of the Brooks Macdonald multi-asset research team where he has overall responsibility for Fixed Income and Property fund/stock selection and also sits on the Alternatives sector research team. Prior to his current role, David joined Cornelian Asset Managers in 2013 and helped to develop the firm’s risk managed multi-asset fund proposition to financial advisors prior to the acquisition of the business by Brooks MacDonald in 2020. He also worked for 10 years at Alder Investment Management, a London-based family office, and has 20 years’ experience as an investment analyst and fund manager. David studied Economics at the University of Edinburgh before obtaining an MSc in International Banking & Finance from Heriot Watt University. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). 

RICHARD NAIRN

Director, Private Equity

Columbia Threadneedle Investments

Richard has been a member of the private equity team at Columbia Threadneedle for over 17 years. He is responsible for private equity primary investment and co-investment in a number of geographies and leads Columbia Threadneedle’s secondary investment activity. Columbia Threadneedle has raised and manages and number of funds including London listed CT Private Equity Trust Plc and a number of limited partnership vehicles for co-mingled fund of funds, co-investment funds, secondaries funds and segregated mandates.

Richard has been a member of the private equity team at Columbia Threadneedle for over 17 years. He is responsible for private equity primary investment and co-investment in a number of geographies and leads Columbia Threadneedle’s secondary investment activity. Columbia Threadneedle has raised and manages and number of funds including London listed CT Private Equity Trust Plc and a number of limited partnership vehicles for co-mingled fund of funds, co-investment funds, secondaries funds and segregated mandates.

12.00 - 12.30

FUND MANAGER PANEL

led by:

Tim Craighead

Senior European Strategist,
Director of Research (Content)

Bloomberg Intelligence

11.30 - 12.00

PANEL DEBATE

Risk and Reward in Carbon-Conscious Investment: Balancing Financial Gains with Climate Impact

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italy

2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

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Private Debt

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Hedge Funds

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Infrastructure

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Real Estate

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Italy

2023-2024 HISTORICAL FINDINGS
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EM Debt

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italy

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Private Equity

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Hedge Funds

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Real Estate

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Italy

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Portugal

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Eurozone Government

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US Treasuries

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Portugal

2022-2023 HISTORICAL FINDINGS
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Asia ex Japan

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US

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European

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Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives

Private Equity

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Private Debt

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Hedge Funds

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Infrastructure

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Real Estate

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Collectibles

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Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income

U.S. Treasuries

No Data Found

Eurozone Government

No Data Found

EM Debt

No Data Found

Investment Grade

No Data Found

High Yield

No Data Found

Inflation-linked

No Data Found

Asset-backed Securities

No Data Found

Convertible Bonds

No Data Found

Green Bonds

No Data Found

Spain

2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities

Global

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Global EM

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European

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US

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Japan

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Asia ex Japan

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Domestic

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Frontier

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United Kingdom

Asset Allocation - Equities - Historical Findings

United Kingdom

Asset Allocation - Equities - Historical Findings

Global

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Global EM

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Asia ex Japan

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US

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European

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PANEL DEBATE II

How to Deal With Sustained Inflation

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

PANEL DEBATE I

Panel debate I theme title

Steinar Eikeland

Chief Investment Officer
at Industrifinans Kapitalforvaltning

Erik Hilde

Global Head of External Strategies
at Norges Bank Investment Management

Petter Slyngstadli

Head Of Research
at Norne Securities

Leif-Rune Husebye Rein

Chief Investment Officer
at Nordea Life Norway

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