Speakers and topics

 More coming soon

The Power of Excess Capital: A New Chapter in Value Investing

Explore how the Excess Capital Yield (ECY) framework identifies companies with the financial flexibility to drive alpha in the Value asset class. By combining this unique philosophy with cutting edge analytics including AI-powered insights, this approach targets sustainable returns beyond dividends, redefining value investing for today’s dynamic markets.

Co-head of fundamental research and portfolio manager
Allianz Global Investors / Voya Investment Management

James is co-head of fundamental research and a portfolio manager for the large cap value strategies at Voya Investment Management. Prior to joining Voya, he was a senior research analyst from Columbia Management. Previously, he worked at U.S. Trust analysing and investing in a broad range of industries in both public and private equity markets.

Allianz Global Investors and Voya Investment Management have entered into a long-term strategic partnership, and as such, as of 25 July 2022, the investment team transferred to Voya Investment Management.

Senior client portfolio manager, value equities
Allianz Global Investors / Voya Investment Management

William  is a senior client portfolio manager for the large and mid-cap equities on the equity investment management team. Prior to joining Voya, Bill was a senior portfolio manager for unified managed account programs (UMA) services (PAS) at Morgan Stanley Smith Barney. Previously he served as a portfolio manager for Citigroup Asset program and worked on the corporate planning and analysis team.

Allianz Global Investors and Voya Investment Management have entered into a long-term strategic partnership, and as such, as of 25 July 2022, the investment team transferred to Voya Investment Management.

Business developer, London
Allianz Global Investors

The Exuberance Cycle: protecting wealth in a market priced for perfection

Twenty-five years after the peak of the dot-com bubble, investors once again face markets dominated by a handful of stocks, driven by exuberant narratives. Back then it was dot-com stocks; today it is the “Magnificent Seven.” Both periods underline the risks of concentration, stretched valuations, and misplaced confidence in benchmarks. In this session, Alastair Laing will examine the parallels between 2000 and today and consider their implications for portfolios.

CEO & Co-manager of Capital Gearing Trust
CG Asset Management

Alastair joined CGAM in 2011, and has co-managed the funds since that date. He joined CGAM from Hg Capital LLP (a pan-European private equity fund) and previously worked with the mergers and acquisitions team at Deloitte LLP.

Head of investor relations
Capital Gearing Trust

T: +44 (0)20 3906 1643

E: kforbes@cgasset.com

Head of investor relations
CG Asset Management

T: +44 (0)20 3906 1644

E: ssednaoui@cgasset.com

Investing with AI; how next generation techniques can be harnessed to deliver more consistent results.

David will explore the transformative power of AI in quantitative approaches and the potential benefits for fund buyers. He will position AI in the history of evolution in quantitative investing and how it provides the foundation to Quant 2.0. He will show how AI can be harnessed to deliver consistent, factor neutral results in cost effective enhanced index structures.

Head of quantitative investments
Pictet Asset Management

David is head of quantitative investments at Pictet Asset Management, responsible for the Quest & Index Equities businesses. His team manage the Quest AI-Driven strategies. Before joining Pictet in 2022, David spent 22 years at BlackRock (BGI before 2009), latterly as EMEA Head of Product Strategy for the Systematic Active Equity (SAE) business.

Short duration, high quality credit- A safe haven in a world fraught with uncertainty?

This session will explore whether investors are still suffering from recency bias in their expectations for interest rates and bond yields. With countries having opened the fiscal floodgates in the aftermath of Covid and proving reluctant to close them again, we consider the merits of high quality, short duration credit in such an environment and the benefits such an approach can offer.

Fund manager
Rathbones Asset Management

Stuart is lead fund manager of the Rathbone High Quality Bond Fund and co-manager of the Rathbone Greenbank Global Sustainable Bond Fund. He joined Rathbones in September 2017 and was made an assistant fund manager in January 2020, then fund manager in January 2022. Previously, he spent three years at Brown Shipley.

Business development director
Rathbones Asset Management
Head of London discretionary and global financial institutions
Rathbones Asset Management

Liontrust Asset Management


Head of credit, Liontrust multi-asset team
Liontrust Asset Management

Donald is head of credit in the Liontrust Multi-Asset team. He joined Liontrust in February 2018 from Baillie Gifford. Previously, Donald had been co-managing the European high-yield strategy at Baillie Gifford since 2010. More recently, he had been involved in the portfolio construction of a US high-yield fund. Donald worked at Kames Capital from 2005 to 2008.

Polar Capital


Fund manager
Polar Capital

George joined Polar Capital in April 2017 to manage the Polar Capital UK Value Opportunities Fund with Georgina Hamilton. Prior to this, George managed the CF Miton UK Value Opportunities Fund and the Miton Undervalued Assets Fund at Miton Group. Previously, George co-founded Matterley Asset Management in 2008 and was co-manager of the group’s Undervalued Assets Fund. Before founding Matterley, George was a Director of Equity Sales at Credit Suisse.

Fund manager
Polar Capital

Georgina joined Polar Capital in October 2016 to set up the UK Value Team. Prior to this, she was with Miton Group where she managed the CF Miton UK Value Opportunities Fund and the Miton Undervalued Assets Fund. Previously, Georgina was a lead analyst for the Undervalued Assets Fund at Matterley Asset Management.

Sales director
Polar Capital
Head of UK sales and global consultant relations
Polar Capital