Experience the power of networking and gain a competitive edge at the Evenco International Fund Forum in United Kingdom & Ireland, presented in collaboration with Bloomberg. This highly anticipated conference brings together UK & Ireland’s most influential fund selectors and global and boutique asset managers for a morning of unrivalled investment opportunities.
Join us as we connect with international fund managers and industry peers. Discover winning investment solutions that will complement your portfolio.
At the United Kingdom & Ireland 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 regional 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.
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.
Rosie is a Partner and Portfolio Manager. She joined JH&P in 2013, previously working at HSBC Investments and UBS Wealth Management. Rosie looks after direct client relationships, manages portfolios, and has responsibilities in investment research. She is also a member of the asset allocation committee and the stock & fund selection committees. Rosie is also a CFA Charterholder, member of the Chartered Institute for Securities & Investments, she was recommended in Spears 2022 Wealth Managers and a panellist at industry events, including Jersey Finance.
Rosie is a Partner and Portfolio Manager. She joined JH&P in 2013, previously working at HSBC Investments and UBS Wealth Management. Rosie looks after direct client relationships, manages portfolios, and has responsibilities in investment research. She is also a member of the asset allocation committee and the stock & fund selection committees. Rosie is also a CFA Charterholder, member of the Chartered Institute for Securities & Investments, she was recommended in Spears 2022 Wealth Managers and a panellist at industry events, including Jersey Finance.
Sumit is Head of Strategy in Legal & General’s Retirement division (AUM: ~£70bn), where he leads corporate strategy across LGR’s businesses globally. Previously, he led the Investment Solutions division during which he led investment strategy and asset execution on some of the UK’s biggest buyout transactions, such as the Aegon back book acquisition and derisking deals with BA, ICI PF and the Vickers scheme. Prior to L&G, Sumit worked for 8 years at Royal Bank of Scotland in its fixed income division, in trading and structuring roles, holding responsibility for inflation structuring. In 2016 he was nominated by the Trade Magazine as one of the “Forty under Forty” Rising stars in the finance industry, and co-edited the book “Derivative Markets: The New Regulatory Paradigm”. Sumit holds an MBA from the Indian Institute of Management, Bangalore.
Sumit is Head of Strategy in Legal & General’s Retirement division (AUM: ~£70bn), where he leads corporate strategy across LGR’s businesses globally. Previously, he led the Investment Solutions division during which he led investment strategy and asset execution on some of the UK’s biggest buyout transactions, such as the Aegon back book acquisition and derisking deals with BA, ICI PF and the Vickers scheme. Prior to L&G, Sumit worked for 8 years at Royal Bank of Scotland in its fixed income division, in trading and structuring roles, holding responsibility for inflation structuring. In 2016 he was nominated by the Trade Magazine as one of the “Forty under Forty” Rising stars in the finance industry, and co-edited the book “Derivative Markets: The New Regulatory Paradigm”. Sumit holds an MBA from the Indian Institute of Management, Bangalore.
Gregorio Saichin is a veteran EM investor with a career spanning more than thirty years in banking, capital markets and asset management. He has developed and led two Emerging Markets franchises at Pioneer Investments (now part of Amundi AM) and Allianz Global Investors between 2000-2018. Since mid-2018 his interest has focused on sustainable finance and the path of Emerging Markets countries in this new development paradigm, advising family offices and institutional investors.
Gregorio Saichin is a veteran EM investor with a career spanning more than thirty years in banking, capital markets and asset management. He has developed and led two Emerging Markets franchises at Pioneer Investments (now part of Amundi AM) and Allianz Global Investors between 2000-2018. Since mid-2018 his interest has focused on sustainable finance and the path of Emerging Markets countries in this new development paradigm, advising family offices and institutional investors.
Guido leads the Research effort across Solutions and Multi Asset for DWS and the fund allocations team and programs for FoFs, institutional mandates and a diverse range of Multi Asset portfolios. Guido has 15-years experience in asset management, fund managers selection and asset allocation topics particularly across alternatives.
Guido joined DWS in 2015 and prior to joining was a senior investment analyst for alternative strategies, hedge funds research and portfolio construction for institutional clients at Bourne Park Capital, in London. Before, he worked as an investment analyst on hedge funds and related due diligence at Redi & Partners, again in London. Guido began his career as a junior trader for government bonds and market making at Unicredit, in Milan.
Guido holds a Bachelor Degree in Economics from the University of Florence and a MSc in Finance from the University of Florence and Copenhagen Business School, He is also a CFA Charterholder.
Guido leads the Research effort across Solutions and Multi Asset for DWS and the fund allocations team and programs for FoFs, institutional mandates and a diverse range of Multi Asset portfolios. Guido has 15-years experience in asset management, fund managers selection and asset allocation topics particularly across alternatives.
Guido joined DWS in 2015 and prior to joining was a senior investment analyst for alternative strategies, hedge funds research and portfolio construction for institutional clients at Bourne Park Capital, in London. Before, he worked as an investment analyst on hedge funds and related due diligence at Redi & Partners, again in London. Guido began his career as a junior trader for government bonds and market making at Unicredit, in Milan.
Guido holds a Bachelor Degree in Economics from the University of Florence and a MSc in Finance from the University of Florence and Copenhagen Business School, He is also a CFA Charterholder.
Siobhan Archer, Global Stewardship Lead at LGT Wealth Management, joined in 2021 to spearhead engagement and voting across the firm. Her efforts on active ownership have since been extended across LGT’s wider value chain, now encompassing companies, fund managers, and industry wide working groups. Day to day, Siobhan works closely with equity analysts on voting decisions, in addition to promoting LGT’s sustainable investing initiatives.
Siobhan joined LGT from the UN Supported Principles for Responsible Investment, where for four years she covered investors based in the UK and Ireland, advising on ESG issues, as well as coordinating the firm’s Covid-19 investor response groups. Prior to this, Siobhan was an ESG research and advisory associate at Arabesque Asset Management.
Siobhan has a MSc from Imperial College London in Environmental Technology, where her dissertation focused on building an ETF aligned to the SDGs, a joint BA from King’s College London and SOAS in Geography and Development Studies. Siobhan is also a trustee for GROW Movement, a charity focusing on connecting business entrepreneurs in emerging markets with business school coaches.
Siobhan Archer, Global Stewardship Lead at LGT Wealth Management, joined in 2021 to spearhead engagement and voting across the firm. Her efforts on active ownership have since been extended across LGT’s wider value chain, now encompassing companies, fund managers, and industry wide working groups. Day to day, Siobhan works closely with equity analysts on voting decisions, in addition to promoting LGT’s sustainable investing initiatives.
Siobhan joined LGT from the UN Supported Principles for Responsible Investment, where for four years she covered investors based in the UK and Ireland, advising on ESG issues, as well as coordinating the firm’s Covid-19 investor response groups. Prior to this, Siobhan was an ESG research and advisory associate at Arabesque Asset Management.
Siobhan has a MSc from Imperial College London in Environmental Technology, where her dissertation focused on building an ETF aligned to the SDGs, a joint BA from King’s College London and SOAS in Geography and Development Studies. Siobhan is also a trustee for GROW Movement, a charity focusing on connecting business entrepreneurs in emerging markets with business school coaches.
Cara Williams, Senior Partner, is ESG and Sustainability Leader for Mercer. Located in London, Cara leads the program of work to articulate and amplify Mercer’s ESG value proposition and positioning, embed sustainability in the journey to a bright future, and drive highly-practical, relevant and value-added outcomes both internally and externally. Cara also works with Mercer’s multinational clients and wealth management clients to deliver the best of Mercer’s broad Wealth solutions to assure positive financial outcomes for organizations, their employees and their clients. Cara presents regularly on global ESG, sustainability, diversity and investment trends.
With over 26 years of experience in the investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is an active mentor for external programs and internal colleagues supporting and promoting women and people of color in their careers. She sits on a number of boards including Girls With Impact, training girls to be entrepreneurs, as well as on the Board of Directors of The German School, London.
Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance. She is a fluent French and German speaker.
Cara Williams, Senior Partner, is ESG and Sustainability Leader for Mercer. Located in London, Cara leads the program of work to articulate and amplify Mercer’s ESG value proposition and positioning, embed sustainability in the journey to a bright future, and drive highly-practical, relevant and value-added outcomes both internally and externally. Cara also works with Mercer’s multinational clients and wealth management clients to deliver the best of Mercer’s broad Wealth solutions to assure positive financial outcomes for organizations, their employees and their clients. Cara presents regularly on global ESG, sustainability, diversity and investment trends.
With over 26 years of experience in the investment industry, Cara began at Mercer’s investment consulting business as Global COO in April 2005. Cara began her career in finance as a financial advisor with Merrill Lynch in New York. Prior to working in the investment industry, she was responsible for budgets and logistics for US Army and NATO MWR deployments. Cara is an active mentor for external programs and internal colleagues supporting and promoting women and people of color in their careers. She sits on a number of boards including Girls With Impact, training girls to be entrepreneurs, as well as on the Board of Directors of The German School, London.
Cara graduated from the University of Michigan, Ann Arbor with a BA, and from The University of Hartford with an MBA in Finance. She is a fluent French and German speaker.
Paris Jordan, CFA is the Head of Responsible Investing at Charles Stanley and the Co-Founder of Virtuvest: the responsible investor network. Paris previously worked at Waverton Investment Management where she led the third-party fund research and model management across discretionary and advisory clients. Prior to this, she worked at Sanlam Investments managing over £2bn for retail and institutional investors, as well as developing Sanlam’s Socially Responsible model portfolio range in 2016.
Paris has been awarded Best Sustainable Investment Wealth Manager at the Sustainable Investment Awards 2023, Fund Selector of the Year 2021 at the Women in Investment Awards, and received a highly commended acknowledgement as an ESG Advocate in 2022. She has a BA Hons degree in Politics, Philosophy and Economics, a Sustainable Finance Leadership Certificate from Oxford University, is a CFA Charterholder and holds the CFA ESG Certificate.
Paris Jordan, CFA is the Head of Responsible Investing at Charles Stanley and the Co-Founder of Virtuvest: the responsible investor network. Paris previously worked at Waverton Investment Management where she led the third-party fund research and model management across discretionary and advisory clients. Prior to this, she worked at Sanlam Investments managing over £2bn for retail and institutional investors, as well as developing Sanlam’s Socially Responsible model portfolio range in 2016.
Paris has been awarded Best Sustainable Investment Wealth Manager at the Sustainable Investment Awards 2023, Fund Selector of the Year 2021 at the Women in Investment Awards, and received a highly commended acknowledgement as an ESG Advocate in 2022. She has a BA Hons degree in Politics, Philosophy and Economics, a Sustainable Finance Leadership Certificate from Oxford University, is a CFA Charterholder and holds the CFA ESG Certificate.
Celeste has co-led Coutts, the 330-year-old Private Bank, through the B Corp Certification process, and because of this pioneering work, she was able to support over 60 clients and 10 suppliers create and implement their own frameworks and Sustainable strategies. She now works on Coutts’ Responsible Investing team as a manager and leads the strategic relationship with BlackRock (making up c. 50% AuM) from a Responsible Investing perspective and oversees the delivery of the ‘Coutts ESG Insights funds’– including the achievement of the ESG-related targets. Celeste was also 1 of 6 external applicants globally accepted onto The Body Shop’s Junior Board, Youth Collective. Throughout her tenure, the Board works closely with the CEO and Executive Leadership Team to answer key business challenges and drive positive change throughout the business. Celeste also won ‘Rising Star’ at the National Sustainability Awards (2022). Additionally, she’s sitting a part-time Master’s in ‘Sustainability Leadership’ at the University of Cambridge.
Celeste has co-led Coutts, the 330-year-old Private Bank, through the B Corp Certification process, and because of this pioneering work, she was able to support over 60 clients and 10 suppliers create and implement their own frameworks and Sustainable strategies. She now works on Coutts’ Responsible Investing team as a manager and leads the strategic relationship with BlackRock (making up c. 50% AuM) from a Responsible Investing perspective and oversees the delivery of the ‘Coutts ESG Insights funds’– including the achievement of the ESG-related targets. Celeste was also 1 of 6 external applicants globally accepted onto The Body Shop’s Junior Board, Youth Collective. Throughout her tenure, the Board works closely with the CEO and Executive Leadership Team to answer key business challenges and drive positive change throughout the business. Celeste also won ‘Rising Star’ at the National Sustainability Awards (2022). Additionally, she’s sitting a part-time Master’s in ‘Sustainability Leadership’ at the University of Cambridge.
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By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
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