7th July 2022 - Claridge's hotel
Conference chair:
Evenco International is welcoming London’s most influential fund selectors and global asset managers to the UK for the Evenco International Fund Forum London.
We are delighted to invite you to this exclusive morning conference at Claridge’s Hotel. Join us to discuss the latest investment strategies and network with international fund managers to generate winning investment solutions.
Director of Institutional Relations
CFA UK
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.
As 2Q results approach, markets are being buffeted by recession fears and earnings risk as central banks tighten to combat spiralling inflation. But with valuations now compressed, it’s timely to assess the risk/reward looking into 2H22.
Head of ESG Portfolio Management,
Canaccord Genuity Wealth Management
Patrick set up and is responsible for the Canaccord range of environmental, social and governance (ESG) portfolios and manages the CGWM Thematic ESG Growth Fund. He also sits on the firm’s Asset Allocation Committee and Fund Selection Committee.
Chief Investment Officer, Plurimi Wealth LLP
Patrick manages Plurimi’s discretionary strategies, and offers investment consulting and advice for a range of client portfolios. Previously he was CIO at Armstrong Investment Managers, co-head of Insight Investment’s Multi-Asset Group and Director at UBS. Patrick has an MBA from the Rotman School of Management and is a Chartered Financial Analyst.
Head of Investment Solutions, Legal & General
Sumit Mehta is Head of Investment Solutions at Legal and General’s Retirement division, that manages ~£85bn of annuities on Legal & General Group’s balance sheet, invested across public and private assets. Sumit is responsible for investment strategy and portfolio construction of new tranches of pension risk transfer business written in the UK and internationally. Sumit is the co-author of “Derivatives Markets: The New Regulatory Paradigm”, a cross-industry exploration of the impact of regulatory reform on derivative markets. In 2016, Sumit was awarded the “Top 40 Rising Stars under 40” accolade by the Trade Magazine for his contribution to innovation in risk transfer.
Prior to his current role, Sumit spent 8 years at RBS within its Fixed Income division, primarily working with European institutional clients on a variety of rates and credit derivative solutions and also running its award-winning Inflation Structuring desk.
Sumit holds an MBA from the Indian Institute of Management and a Bachelor in Electronics Engineering from Victoria Jubilee Tech Institute, Mumbai.
Director, Co-Head of Multi-Asset Strategies,
Waverton Investment Management
Luke joined the company in February 2017. Luke is Co-head of Multi Asset Strategies at the firm and is lead manager of the Waverton Real Assets Fund and Waverton Absolute Return Fund. He is a key team member responsible for managing a range of multi asset strategies at the firm, including the award winning Waverton MPS. He has built and developed the collective investment selection process and continues to focus on the selection of alternative investments for the firm. Luke has also worked at New Star Asset Management and SG Private Bank. He has a BA Hons degree from Manchester University and is a CFA Charterholder.
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