Welcome to Investival 2018, AJ Bell’s sixth annual investment conference.
Our musical theme this year is the 1970s – an easy choice to make given that the venue for 2018 is the inspiring Shaw Theatre, where superstars like Queen and Elton John entertained crowds in the early days of their careers. The 70s were an exceptionally creative period at the Shaw Theatre, and we’re sure the venue will continue to inspire new ways of thinking when it plays host to Investival.
As well as a new venue capable of accommodating the ever-increasing demand for tickets, we’ve also introduced two panel sessions that will provide you with even more expert insight than in previous years.
So, leave the suit and tie at home and join us for another informal day of music, investment insight and networking that should leave you feeling energised and educated in equal measure. The full line-up of speakers who are set to take centre stage on 15 November 2018 is shown below.
Nina is a news correspondent with the BBC, specialising in politics and more recently business. She has a keen interest in the Northern Powerhouse and in the last year has interviewed the Prime Minister, George Osborne and Jeremy Corbyn on the subject.
Journalism has taken Nina to Brazil, Libya, Azerbaijan, Israel, the West Bank and Russia but these days she enjoys working closer to home.
In 2017 Nina received the Royal Television Society award for best regional journalist.
Nina lives in South Manchester with her husband and two young sons. Together they enjoy taking road trip adventures, and finding old pubs in which to eat peanuts.
Andy co-founded AJ Bell in 1995, having spent a number of years working within the financial services sector. Graduating from Nottingham University in 1987 with a first class degree in Mathematics, he qualified as a Fellow of the Institute of Actuaries in 1993 and has built AJ Bell into one of the largest providers of low-cost, online investment platforms and stockbroker services in the UK.
Cormac is head of the US team and has managed the Artemis US Equity, US Select and US Smaller Companies Funds since launch. He studied Accounting and Finance at Dublin City University, graduating in 1987 and joining KPMG. After moving to Provident Mutual where he was a US Equity Analyst, Cormac spent two years as a Fund Manager for the British Gas Pension Fund. He joined Threadneedle in 1997, later becoming head of the North America team and the lead manager of three of its US funds. He moved to Artemis in 2014.
Henry is a Portfolio Manager on the UK Equities team at Man GLG, having joined in October 2013. Prior to joining GLG, Henry was a Portfolio Manager and Founder of Matterley where he ran their flagship fund. Prior to that he worked at New Star, and The Family Charities Ethical Trust. Henry has over 11 years’ experience in equity investment management.
Jim Leaviss is Head of Retail Fixed Interest for M&G’s mutual fund range. He joined M&G in 1997 after five years at the Bank of England. As well as heading up the team, Jim co-manages the M&G (Lux) Absolute Return Bond Fund, manages the M&G Global Macro Bond Fund and is Deputy Fund Manager of the M&G Global Government Bond Fund.
Kevin began his career in the financial services industry as an Investment Analyst, eventually progressing to become Chief Investment Officer at a major private bank. He then took on the position of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into a number of consultant roles for various investment management and banking businesses. In October 2017 he joined AJ Bell Investments as Managing Director and CIO.
Nick has worked closely with Alec Foster since 2001 when he joined Hiscox plc. He participated in the management buyout of Hiscox Investment Management in 2007 when the business was renamed HIM Capital Ltd. He has developed a broad knowledge of the insurance sector during this time and from working for the chartered accountants, Mazars Neville Russell, where he specialised in audit and consultancy work for insurance companies and brokers. Nick graduated with a BSc (1st Class Hons) in Econometrics and Mathematical Economics from the London School of Economics and Political Science. He is also a Chartered Accountant and a member of the ICAEW.
Robin founded Neptune Investment Management in May 2002 and is the architect of Neptune's real world investment approach. He graduated from Oxford University in 1979 and began his investment career at Charterhouse J Rothschild before moving onto Eagle Star, York Trust plc and then Scottish Equitable, where he set up their pooled fund business. Robin joined Orbitex Investments Limited as Chief Investment Officer in 1997 and was most recently Global CIO – Pensions before founding Neptune.
Richard joined Old Mutual Global Investors as Head of UK Equities in June 2013, and was appointed as Chief Executive in August 2015. He was previously at Schroders, where he managed the Schroder UK Alpha Plus Fund for over 10 years. Prior to Schroders he spent more than a decade at Baring Asset Management, having commenced his investment career in 1985 at Brown Shipley Asset Management. Richard was awarded the Outstanding Contribution to the Industry honour at the Morningstar OBSR Awards in 2012 and has a degree in English language and literature from the University of Oxford.
Having worked as both a fund manager and an equity analyst for many years, Russ joined Shares magazine in November 2005 as Technology Correspondent, eventually becoming Editor of the magazine in July 2008. He was appointed as AJ Bell’s Investment Director in summer 2013 following AJ Bell's acquisition of Shares' parent company, MSM Media, which is now AJ Bell Media. Regularly featuring in the national press, on radio and on television, Russ is one of AJ Bell’s most quoted spokespeople.
AJ Bell’s Investment Director, Russ Mould, will host a Q&A session on alternative investment ideas, touching on Biotech, Artificial Intelligence and sustainable strategies. This session aims to expose the investments for tomorrow’s world that are available now. A thought-provoking, inspiring session that is not to be missed. Please submit your questions here
This is a chance to hear from four experts in their respective fields as they suggest ways to make the most of the opportunities available in today’s rising interest rate climate. AJ Bell’s Head of Active Portfolios, Ryan Hughes, will lead a Q&A session that will cover fixed interest, equity income (both UK and global) and property, with views from four very experienced and successful fund managers. Please submit your questions here
Panel session – ‘Investing in a rising rate environment’Nick Gartside, Managing Director – JP Morgan Asset ManagementJames Harries, Fund Manager – Troy Asset Management LimitedAinslie McLennan, Head of UK Balanced Funds – TH Real Estate – Janus HendersonMark Barnett, Head of UK Equities – Invesco Perpetual
Jessica joined Schroders in 1997 and worked as an Analyst from 1997 to 2006. From 2006 to 2017 she was a Fund Manager, managing institutional portfolios for a range of clients with the Prime UK Equity team. As Global Head of Stewardship, Jessica is responsible for the sustainability strategy and global corporate governance at Schroders. This involves overseeing the integration of ESG factors into investment processes across geographies and asset classes. Jessica leads a team of 12 dedicated ESG specialists, and is Chair of Schroder's Corporate Governance Committee.
Fund Manager – Smith & Williamson
Chris manages the Smith & Williamson Artificial Intelligence Fund alongside Tim Day. He joined Smith & Williamson in May 2015 to manage the company’s North American Equity and Mid Ocean World Investment funds. Chris previously worked at Pictet Asset Management, where he managed Global and US equities. Prior to this he managed US equities at Schroders, and US and technology equities at Aegon Asset Management. Chris has a BA (Hons) in Music from the University of Nottingham, an MMus from the University of Glasgow and an MBA from the University of Edinburgh. He also holds the IMC.
Fund Manager – AXA Investment Managers UK Limited
Linden Thomson joined AXA IM in June 2011 as sector specialist on the Healthcare Equity desk. Linden joined AXA IM from Hedge Fund Clear River Capital where she was responsible for fundamental stock research across the global pharmaceutical and biotechnology sectors. Prior to that she worked for Goldman Sachs on the sell side, where she was based in the Healthcare Research Team, with specific focus on the biotechnology sector. She graduated from Edinburgh University with a BSc in Medical Microbiology and is a CFA Charterholder.
As well as being Managing Director at JP Morgan Asset Management, Nick is also the International Chief Investment Officer of the company’s Global Fixed Income, Currency & Commodities (GFICC) group, Co-manager of its multi-sector fixed income products, and serves on the Currency Investment Policy Committee (CIPC). Prior to joining the firm in 2010, Nick was at Schroders Investment Management for eight years, initially as a Euro Government Bond Portfolio Manager. In 2007 he moved to the Global Bond Team as a Global Government Bond Portfolio Manager and most recently served as the Head of Global Fixed Income. His previous roles were at Mercury Asset Management/Merrill Lynch Investment Managers. Nick earned a BA in History and Politics from Durham University and an M.Phil. in International Relations from Cambridge University. Nick is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.
Fund Manager – Troy Asset Management Limited
James joined Troy Asset Management in 2016 to establish the Trojan Global Income Fund.
He graduated from Bristol University in 1994 and spent a year at the Royal Military Academy Sandhurst. Following this he joined Newton Investment Management. He left Newton in 2004 having completed a Masters in Finance at the London Business School, and spent a year at Veritas Asset Management before re-joining Newton. In 2005 he established the Newton Global Income Fund, and was also the alternate manager on the Newton Real Return Fund.
Head of UK Balanced Funds – TH Real Estate – Janus Henderson
Ainslie McLennan has 20 years of property industry expertise. She joined Henderson in 2002 and has gained extensive experience running commercial property fund mandates investing both directly and indirectly in UK and European markets. Ainslie transferred to TH Real Estate in April 2014 as part of a joint venture between Henderson and TIAA-CREF. Ainslie is the Head of UK Balanced Funds at TH Real Estate, which is now solely owned by TIAA-CREF. Prior to Janus Henderson, Ainslie worked within a private property investment practice in Scotland. She is a member of the Royal Institution of Chartered Surveyors and the Investment Property Forum. Ainslie graduated from Aberdeen University with a Bachelor of Land Economy (Hons).
Head of UK Equities – Invesco Perpetual
Based in Henley-on-Thames, Mark is responsible for the management of a number of UK equity portfolios, with a focus on the management of open and closed-ended vehicles. Mark began his investment career with Mercury Asset Management in 1992, and joined Invesco Perpetual in 1996. Since then, Mark has become one of the team’s most experienced Fund Managers, specialising in UK equity income investing. He graduated in French and Politics from Reading University in 1992 and has passed the associate examinations of the Association for Investment Management and Research (AIMR).
Join us at the Shaw Theatre where some of the investment industry’s best talent will take centre stage. With the biggest capacity in Investival’s six-year history, we hope you will agree that this is the perfect setting in which to enjoy our 70’s-themed event.
The Shaw Theatre
Pullman London St Pancras Hotel
100-110 Euston Road
The Shaw Theatre is located just three minutes’ walk from St Pancras Station and five minutes’ walk from both Euston and King’s Cross Stations. View journey planner here.
Investival is a regular event for many financial advisers, and we see lots of delegates who have supported us right from our first event back in 2012.
If you have never attended before, rest assured that you are in for a great day of music, inspiring talks from leading investment managers, and a relaxed environment in which to network with peers. Below is a snapshot of our 2017 event.