EVENTS

Fiduciary investor think tank London – delegate profile

Return to event coverage

DELEGATES
Jonathan Anayi, director, investment solutions, Winton Capital
Ciarán Barr, investment director, RPMI Railpen
Keith Carne, first bursar, Kings College, Cambridge
Sarah Carter, executive director, Newton Centre for Endowment Asset Management, Cambridge University
Nick Cavalla, chief investment officer,
Cambridge University
David Chambers, director of the Centre for Endowment Asset Management at Cambridge Judge Business School and associate director of the Centre for Financial History and a member of
the Cambridge Corporate Governance Network
Norman Cumming, chair of the investment committee UnLtd: The Foundation for Social Entrepreneurs
Judy Curry, chief executive, Commonwealth Education Trust
Elroy Dimson, emeritus Professor of Finance
at London Business School and chairman of the Centre for Endowment Asset Management at Cambridge Judge Business School
Sébastien Doisy, chair of the management board of the Pension Reserve Fund of the Council of Europe
James Duberly, director of pensions investments, BBC Pension Trust
Stefan Dunatov, chief investment officer,
Coal Pension Trustees Investment Ltd
Henrik Ehrnford, chief executive officer, Ehrnford Family Office
Mark Fawcett, chief investment officer, NEST
Steven Fogel, chairman, Sparrows Capital
Yariv Haim, founder, Sparrows Capital Limited
Tom Joy, director of investments, Church Commissioners for England
Dan Melley, global head of consultant relations, Winton Capital
Narayan Naik, Professor of Finance, London Business School and Director of the Hedge Fund Research Centre
Rosemary (‘Rosie’) Norris, director, Rosemary Norris Consulting
Roger Otten, Investment manager, Philips Pension Fund
Fahd Rachidy, partner and investment manager, Sparrows Capital Limited
David Renton, finance and development director, Guy’s and St Thomas’ Charity
Kerrin Rosenberg, chief executive, Cardano
Olivier Rousseau, member of the management
board, Fonds De Reserve Pour Les Retraites (FRR) – France
Padmesh Shukla, CFA, investment officer, TfL Pension Fund
Hugh Smart, chief investment officer, British Steel Pension Fund
Fahd Rachidy, partner and investment manager, Sparrows Capital Limited
Ananda Voce, Winton Capital Management
Amanda White, Editor of www.top1000funds.com, Conexus Financial

 

 

Jonathan Anayi, director, investment solutions, Winton Capital

Jonathan Anayi is a director of Winton’s investment solutions team. He is head of UK clients covering Winton’s business and relationships with both institutional and wholesale investors in the United Kingdom.

Anayi joined Winton in 2010 where he has helped to build up Winton’s institutional client base of pension
funds, endowments and foundations in North America.

Prior to joining Winton, he spent four years at GAM running the company’s UK institutional sales effort. He previously worked at Lehman Brothers as part of the corporate strategy team working for the European chief executive’s office, and spent four years as a management consultant in the strategy team at Accenture serving banks and asset manager clients.

Born and educated in the UK, Anayi holds a BSc in Business and Computer Science from Loughborough University,
and the series 7, 17, 32 and 64 regulatory qualifications. Back to top

 

 

Ciarán Barr, investment director, RPMI Railpen

Ciaran Barr is an investment director at RPMI. Along with Paul Bishop, he is responsible for managing the various investment functions, ranging from advising on client strategy to researching investment ideas, asset allocation and portfolio construction.

He joined RPMI in 2009 and was previously responsible for leading the strategy team in generating views and ideas on international economies and financial markets, as well as recommendations across the portfolios.
As part of his role, he regularly presents to the trustees on a wide variety of matters.

Most of Barr’s previous career was spent at Deutsche Bank, including the role of chief UK economist. He holds an honours degree in economics.
Back to top

 

Keith Carne, first bursar, Kings College, Cambridge

Keith Carne is currently the first bursar at King’s College, Cambridge. He was previously a lecturer in the mathematics department of the University of Cambridge and had been on the academic staff at Université de Paris VI and Rutgers University, US. His research interests are in complex analysis and geometry. Back to top

 

Sarah Carter, executive director, Newton Centre for Endowment Asset Management, Cambridge University

Carter is executive director of the Newton Centre for Endowment Asset Management at Cambridge University. The centre focuses on developing understanding of investing for the long run. It addresses the challenges faced by endowments, sovereign funds, families and other long-horizon investors; the lessons from financial market history; the benefits of responsible investing and active ownership; and strategies followed by truly long-term investors. Carter works alongside the centre’s academic director to support and develop it as a platform for research, education and networking in this area.

Previously, Carter set up and managed Cambridge Judge Business School’s post-experience Master of Finance degree. Back to top

 

Nick Cavalla, chief investment officer, Cambridge University

Nick Cavalla is chief investment officer at Cambridge University. He is responsible for the
management of central assets of the university including its endowment fund.

Previously Cavalla was employed by Man Investments – latterly as chief investment officer of Man global strategies. He has also been a director of GNI Limited and portfolio manager of a hedge fund investing in developed foreign exchange markets. He is a member of the Association of Corporate Treasurers and a graduate in Mathematics of King’s College, Cambridge, where he was elected to an Extraordinary Fellowship in 2012. He is Fellow in Finance
at the Judge Business School. Back to top

 

David Chambers, director of the Centre for Endowment Asset Management at Cambridge Judge Business School and associate director of the Centre for Financial History and a member of the Cambridge Corporate Governance Network

David Chambers is University Reader and Keynes Fellow at the Judge Business School, Cambridge University and
academic director of the Newton Centre for Endowment Asset Management. He has a PhD from the London School
of Economics and has published his research in leading finance and economic history journals.

His research has been covered by the Financial Times, The Economist, the Wall Street Journal, the Nikkei,
the BBC and Bloomberg.

In 2012, he was the Thomas McCraw Fellow at Harvard Business School. Prior to returning to full-time academia in 2001, Chambers worked for 20 years at Barings, Hotchkis & Wiley and Merrill Lynch gaining experience in asset management, mergers and acquisitions and venture capital in Europe, Japan and the United States. He sits on the investment committees of Downing College, Cambridge and the University of London and of the Cambridge University Assistants Pension Scheme. Back to top

 

Norman Cumming, chair of the investment committee UnLtd: The Foundation for Social Entrepreneurs

Norman Cumming runs CR Global, a global macro hedge fund. He has an MA in Economics from Cambridge
University. He worked at HM Treasury; at Shell International; and at Brinson Partners and its successor organisations, ultimately UBS Global Asset Management (where he became head of fixed income), before he
founded CR Global in 2006.

He is a member of the investment committee of Clare College Cambridge, and led the college’s initiative to borrow-to-invest in 2008. He is a trustee, and chairman of the investment committee, of UnLtd, the UK Foundation for Social Entrepreneurs. Back to top

 

Judy Curry, chief executive, Commonwealth Education Trust

Curry is a chartered accountant and led the business model assurance team at PricewaterhouseCoopers. She
has degrees in mathematics from Oxford University and mathematical trading and finance from Cass Business School. She studied asset management with Professor Dimson at London Business School.

She is now chief executive of the Commonwealth Education Trust, which invests in primary and secondary education across the Commonwealth, with subsidiaries in England, South Africa and New Zealand and interests in India and Singapore. It conducts research through Cambridge University, provides professional development ‘Massive Open Online Courses’ with Coursera®, publishes children’s literature and invests in schools and education companies. Back to top

 

Elroy Dimson, Emeritus Professor of Finance at London Business School and chairman of the Centre for
Endowment Asset Management at Cambridge Judge Business School

Elroy Dimson is Chairman of the Centre for Endowment Asset Management at Cambridge Judge Business School,
and Emeritus Professor of Finance at London Business School. He chairs the strategy council for the Norwegian
Government Pension Fund and the advisory board for FTSE Group. He is on the steering committee of the Financial Economists’ Roundtable, and is past president of the European Finance Association. He serves on the investment committees of Guy’s & St Thomas’ Charity and the Foundation for Social Entrepreneurs. His publications include Triumph of the Optimists, Endowment Asset Management, the Global Investment Returns Yearbook, and many journal articles. Back to top

 

James Duberly, director of pensions investments, BBC Pension Trust

Duberly is responsible for the in-house investment team which recommends and implements investment strategy on behalf of the trustees of the BBC’s £12 billion ($18 billion) pension scheme.

Prior to joining the BBC Pension Trust in June 2011, he worked at Russell Investments, the Bank for International Settlements and GH Asset Management. He is also the treasurer of the Neuroblastoma Society in the UK.Back to top

 

Stefan Dunatov, chief investment officer, Coal Pension Trustees Investment Ltd

Stefan Dunatov is chief investment officer at Coal Pension Trustees Limited, which is responsible for
£20 billion ($30 billion) of investments of the Mineworkers’ Pension Scheme and the British Coal Staff Superannuation Scheme.

Prior to Coal he was a director at Deutsche Asset Management, portfolio strategist at Equitas, an advisor at the Reserve Bank of New Zealand and economist at HSBC. Dunatov holds undergraduate degrees in law and economics from the University of Auckland and a Masters in Economics from The London School of Economics. He is a member of the 300 Club, a group of global investment professionals whose aim is to raise awareness of the impact of market thinking and behaviours in order to improve investment governance and strategy. Back to top

 

Mark Fawcett, chief investment officer, NEST

Mark Fawcett has been an investment manager for the last 27 years and managed money at a variety of institutions.

At Gartmore, he was head of Japanese equities while at American Express Asset Management International, he was chief investment officer.

Before joining NEST, Fawcett was a partner at the boutique investment manager Thames River Capital LLP.

He has an MA from Oxford University and an MSc from the London Business School. Back to top

 

Steven Fogel, chairman, Sparrows Capital

Until March 2012, Steven Fogel was managing partner of the London office of international law firm Dechert LLP, where he also served for many years as a board member. He was the senior partner at Titmuss Sainer before its merger in 2000. In addition, from 2008 to 2010, he was on the advisory board of surveyors CWM.

Today, he is chair of Uropharma, a medical device company, is a non-executive member of the EMEA board of international solicitors, King & Wood Mallesons and is an adviser to the Landon Family Trusts.

In addition Fogel undertakes a range of pro bono work. As well as being on the University of London’s board of trustees, he has also worked with a number of not-for-profit organisations, including the international wheelchair charity Motivation, and the Freud Museum. Back to top



 

Yariv Haim, Founder, sparrows Capital Limited

Yariv Haim has more than 10 years’ experience in strategic investments, risk management and asset allocation. Haim is the key executive and investment manager at Sparrows. He has worked with the Eliashar family for more than 15 years. He is a sought-after lecturer in wealth management and efficient and contrarian investing
strategies. He holds a BA in Economics and an Executive MBA from Tel-Aviv University. Back to top

 

Tom Joy, director of investments, Church Commissioners for England

Tom Joy is director of investments for the Church Commissioners and advises on the strategic development of their multi-asset investment portfolio in light of the increasing complexity of the financial markets. He is responsible for the integrated management of the Commissioners’ assets, which stand at £6.1 billion ($9.2 billion). Back to top

 

Dan Melley, global head of consultant relations, Winton Capital

Daniel is global head of consultant relations at Winton Global Investment Management, which applies an empirical scientific approach to exploiting inefficiencies in markets. Melley joined Winton in 2015 following a 17 year career at Mercer. At Mercer Melley built the UK fiduciary management offering from inception to about $20 billion assets under implementation business. He has worked with institutional investors in the US, UK and South Africa on strategic asset allocation, manager selection and manager research. A CFA charterholder, Melley graduated with honours from the University of Notre Dame in Indiana, USA. Back to top

 

Narayan Naik, professor of Finance, London Business School and Director of the Hedge Fund Research Centre

Educated at the Indian Institute of Technology in Bombay and the Indian Institute of Management in Ahmedabad, Professor Naik subsequently worked as an executive for Special Steels and the Taj Group of Hotels and as a consultant for the World Bank before obtaining a PhD in Business Administration at Duke University, North Carolina in 1991.

He joined London Business School as an Assistant Professor of Finance on completing his PhD, and was promoted to Associate Professor in 1997. Over the last couple of decades he has played a key role in the development of the finance group at LBS, most notably in the role of the director of the PhD programme in finance, the director of the investment management programme and the director of the BNP Paribas Hedge Fund Centre at the London Business School.

Naik’s research interests include hedge funds, portfolio selection, risk management and market microstructure. Over the last decade he has authored a significant body of work in these areas, which has appeared in the top finance journals, leading practitioner journals and financial press. He has appeared many times on CNN, CNBC, Bloomberg, BBC, ITV and other news channels as expert finance academic. He has consulted widely during his career for the World Bank and private corporations in the UK, USA and Far East. He has also designed and taught tailor-made courses in corporate finance and investment management for leading investment banks. Back to top

 

Rosemary (‘Rosie’) Norris, director, Rosemary Norris Consulting

Rosie Norris runs an FCA authorized consulting business advising family offices and endowments on investment
strategy, manager selection, fee negotiation and general best practice. She is a board member of the £5 billion ($7.6 billion) Charities Official Investment Funds, a trustee of Buttle UK and on the advisory board of hedge fund Inflection Point Investments.

After Cambridge University, Norris started at Warburg Investment Management in 1982, latterly managing institutional accounts. She subsequently held senior positions at Gerrard Vivian Gray (chief investment officer) and Schroders. In 1998 she took an MSc in Business Management (Sloan – LBS), studying electives in ethics and corporate governance. Back to top

 

Roger Otten, investment manager, Philips Pension Fund

Roger Otten, PhD. is an investment manager at Philips Pension Fund in The Netherlands. He is responsible
for advising the board of trustees on investment strategy, manager selection and monitoring of the investment portfolio of about €18 billion ($20 billion). In addition to that he is responsible for integrating the ESG policy across all asset classes the pension plan invests in. Otten previously held positions in strategic advice and manager selection/monitoring at ING Investment Management and APG Investments.

Next to his position at Philips Pension plan he is Assistant Professor of Finance at Maastricht University in the Netherlands. His main research topics include mutual funds and the impact of ESG on portfolio risk and return. Otten has been published in various academic journals such as Journal of Banking and Finance, European Financial Management, Managerial Finance, Accounting & Finance, Pacific Basin Finance Journal, Journal of Asset Management and the Journal of Business Ethics. Otten is a research fellow of the European Centre for Corporate Engagement (ECCE) and is on the steering committee of the UNPRI Academic Network.

He holds both a PhD and MSc in finance from Maastricht University. Back to top

 

David Renton, Finance and development director, Guy’s and St Thomas’ Charity

David Renton joined the charity in 2011 as finance and development director. He previously spent many years as a managing director and member of the leadership team at Hawkpoint Partners, a leading independent corporate finance firm. Back to top

 

Kerrin Rosenberg, chief executive, Cardano

Kerrin Rosenberg is chief executive of Cardano in the UK, with overall responsibility for the business
which has a client base of pension funds with over £50 billion ($76 billion) in assets.

Together with a few other senior colleagues, Rosenberg established Cardano’s UK business in 2007 with the aim of applying risk management-based principles to pension fund management. Cardano has pioneered the use of innovative investment concepts that are now commonplace today.

He has significant experience working with trustees from a range of different schemes in a range of different scenarios, with a focus on communicating complex strategies in an easy to understand way. Over the past 20 years, Rosenberg has advised over £65 billion (99 billion) worth of UK pension funds. Prior to Cardano, he was a Partner at Hewitt (today AonHewitt). Rosenberg graduated from the University of Manchester with a Degree in Economics, and qualified as an actuary in 1995. Back to top

 

Olivier Rousseau, member of the management board, Fonds De Reserve Pour Les Retraites (FRR) – France

Olivier Rousseau was appointed as a member of the management board of the FRR in November 2011. He also chairs the asset manager selection committee.

In 1986 he joined the French Treasury in Paris where he held various positions (deputy head of division, head of division).

He worked 11 years for BNP Paribas in international banking and finance in Paris, Tokyo, London, Singapore, Hong Kong and Sydney.

He also served on the resident board of directors of the European Bank for Reconstruction and Development in London and as regional economic counsellor at the French embassy in Stockholm.

Rousseau graduated from the French National School of Administration (ENA) in 1986. He also holds a degree in political sciences and master degrees in law and economics from the University of Aix-en-Provence. Back to top

 

Padmesh Shukla, CFA, investment officer, TfL Pension Fund

Padmesh Shukla is the head of investments for the $12.5 billion Transport for London Pension Fund
where he has lead major changes, from diversifying the fund’s bond and equities portfolio to building its more than $2.5 billion ($3.8 billion) alternatives programme of hedge funds, infrastructure, PE and real estate. Emerging markets and climate change are of particular interest to him, having previously worked at the World Bank and Centre for International Development and played a key role in establishing the London Green Fund. He went to Harvard University for his Masters in International Economics and Development (major in Finance) and has a Bachelors in Civil Engineering. Back to top

 

Hugh Smart, chief investment officer, British Steel Pension Fund

Hugh Smart joined the British Steel Pension Fund in 2005 and as chief investment officer has overall
responsibility for the management of the scheme’s investment portfolio, reporting directly to the
scheme chairman.

He has almost 30 years’ experience in financial services, having previously headed Swiss Re’s UK asset management operation, prior to which he held senior treasury roles in global reinsurance, investment banking and technology companies. He sits on the advisory committees for a number of the scheme’s very limited outsourced investments and the Pension Fund Investment Forum and is an independent advisor to the Pilkington Superannuation Scheme.

Smart is a chartered accountant and a Fellow of the Association of Corporate Treasurers where he has served as a member of the Education Committee. He is a member of the CFA Society of the UK and an alumnus of London Business School. He holds a degree in Mathematical Statistics and Operational Research from Exeter University where he was sponsored by British Steel.

British Steel Pension Fund was awarded Best In-House Investment Team and Best UK Pension Fund 2014; Best Long Term Investment Strategy 2013; Best European In-House Investment Team 2012; joint Best European In-House Investment Team/ Pension Fund Owned Asset Manager 2011; Best European Corporate Pension Fund 2008 and Best UK Pension Fund
2008 by IPE (Investment & Pensions Europe). Back to top

 

Colin Tate, chief executive, Conexus Financial

Tate has nearly 20 years’ experience in media, both as a publisher and marketing executive at Trade News, Reed Business Publishing and InvestorInfo. Before Conexus Financial, he headed his own design and advertising agency. He has been a commentator on and proponent of industry reform, and the need for creating trust between superannuation members and the financial advice industry. Back to top

 

Amanda White, editor of www.top1000funds.com, Conexus Financial

White is responsible for the content across all Conexus Financial’s institutional media and events. She is the editor of www.top1000funds.com, the online news and analysis site for the world’s largest institutional investors. White has been an investment journalist for more than 18 years and has edited industry journals including Investment & Technology, Investor Weekly and MasterFunds Quarterly.

She waspreviously editorial director of InvestorInfo and has worked as a freelance journalist for the Australian Financial Review, CFO, Asset and Asia Asset Management.

She has a Bachelor of Economics and a Master of Arts in Journalism and is a columnist for the Canadian publication, Corporate Knights, which is distributed by the Globe and Mail and The Washington Post. Back to top

Return to event coverage

0 comments