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Trust & Fund
Keynote Speakers & Panelists

The following speakers are lined up to present at Mello Investment Trusts and Funds.

Annabel Brodie-Smith

Association of Investment Companies

Peter Pereira Gray

Wellcome Trust

Judith MacKenzie

Downing LLP

Carl Herald Janson

Investment manager, International Biotechnology Trust

Ben Rogoff

Polar Capital

Ian Simm

Impax Asset Management Group PLC

Paul Marriage

Tellworth Investments

Chris Boxall

Fundamental Asset management

Sarah Godfrey

Edison Research

John Rosier

John’s Investment Chronicle

Ed Bowsher

Lovemoney.com

Moira O'Neil

FT and Interactive Investor

Nick Britton

AIC

Annabel Brodie-Smith

Communications Director

Annabel’s role is varied but chiefly focuses on communicating the uses and features of investment companies to the media, opinion formers, advisers and private investors. She has been at the AIC for 21 years and regularly comments in the media on investment issues. Annabel also heads up the AIC’s training and information programme for advisers and wealth managers. This aims to increase awareness and understanding of investment companies through seminars, conferences and online training. She is passionate about financial education and diversity in financial services and was a board member of the Personal Finance Education Group from 2004 – 2014.

Peter Pereira Gray

Managing Partner and Chief Executive Officer of Investments

Peter Pereira Gray joined Wellcome in January 2001. He works with a team managing Wellcome’s £20 billion multi-asset global investment portfolio. Peter’s day-to-day responsibilities include overseeing Wellcome’s privately held assets (private equity, real estate, venture capital and private direct holdings).

In addition, he is Chair of the farming and land management business, FarmCare Ltd, and of Premier Marinas Ltd. Peter is also a Main Board Director of Vero Group Limited, the newly formed student housing joint venture with Goldman Sachs. He is a member of the Bank of England Commercial and Residential Property Forums, and a Fellow of the Royal Institution of Chartered Surveyors.

Judith MacKenzie joined Downing in October 2009. Previously she was a partner at Acuity Capital, a buy-out from Electra Private Equity, where Judith managed small company assets with an activist strategy. Prior to Acuity, Judith spent seven years with Aberdeen Asset Management Growth Capital as co-Fund Manager of the five Aberdeen VCTs, focusing on technology and media investments in both the public and private arenas. Judith is a Certified Fellow of the Securities Institute and has held a number of public and private directorships.

 Dr Carl Harald Janson (CEFA, PhD, Medical Doctor)

Investment manager

Carl Harald qualified as a medical doctor in 1981, completed his PhD in 1990 at the Karolinska Institutet, and qualified as Certified European Financial Analyst from the Stockholm School of Economics in 1999.

Among Carl Harald’s many achievements, the outstanding performance of the Carnegie Biotechnology Fund stands out as a key highlight. During his six years and four months as its Principal Fund Manager, Carl Harald was recognised by Bloomberg as the top performing biotech fund manager worldwide. During this time period, the Carnegie Biotechnology Fund had a total return of 54% (USD) while the NASDAQ Biotechnology Index returned minus 26% (USD), a relative outperformance of approximately 80% (USD).

Ben joined Polar Capital in May 2003. He is lead manager of Polar Capital Technology Trust plc and is a Fund Manager of the Polar Capital Global Technology Fund and Polar Capital Automation and Artificial Intelligence Fund. He has been a technology specialist for 23 years.

Ian Simm is the Founder and Chief Executive of Impax Asset Management Group PLC,

Prior to Impax, Ian was an engagement manager at McKinsey & Company advising clients on environmental strategy. Between 2013 and 2018 Ian was also a board member of the Natural Environment Research Council (NERC),the UK’s leading funding agency for environmental science; he is currently a member of the Steering Committee of the UK’s Green Finance Institute. Ian has a first-class honours degree in physics from Cambridge University and a Master’s in Public Administration from Harvard University.

Paul launched Tellworth Investments in October 2017. He joined Cazenove Capital in 2005 and became Head of UK Dynamic at Schroders in 2013 after the acquisition of Cazenove. Prior to this, Paul was Head of UK Small Cap investments at Insight Investments and an analyst at GH Asset Management. He has over 20 years of investment experience.

Paul graduated from University College, Oxford University with a degree in Modern History. 

Christopher Boxall qualified as a Chartered Accountant in 1989. He was formerly with Deloitte & Touche and prior to establishing Fundamental Asset Management in 2004 was a Director at the Washington Financial Group where he was a key member of the investment management team of the Washington US Fund, a successful equity fund. Since 2004 Chris has been joint Chief Executive of Fundamental Asset Management Ltd with primary responsibility for equity research and management of client portfolios, including the high performing AIM Portfolio Service.

Sarah spent five years as a specialist media relations manager for the investment trust businesses of JP Morgan Asset Management and F&C Investments. Previously, she worked as a financial journalist across consumer and trade media, editing International Investment and Bloomberg Money magazines and spending six years as associate editor of Fund Strategy. She has also edited yearbooks including the UK Fund Industry Review and Directory and the Investment Trust Handbook. Sarah has a degree in English Language and Literature from University College London.

John Rosier
John’s Investment Chronicle

John Rosier is a full time private investor with over 30 years’ investment experience and a regular contributor to the Investors Chronicle magazine.
He launched his website in January 2012 so that he could share with other investors how he manages his investment portfolio; the JIC Portfolio. All trades are explained through his blog and he hopes the site provides food for thought to fellow investors.

John focuses his efforts on searching for companies where the growth prospects are not reflected in the share price. He especially likes companies that are beating expectations, providing the added benefit of a potential re-rating on upgraded forecasts.

Mr. Ed Bowsher serves as Head of Consumer Finance at Lovemoney.com Ltd. Mr. Bowsher served as the Editor of lovemoney.com when the site launched in 2009. He served as Editor of The Motley Fool in the UK for two-year. Mr. Bowsher has appeared on BBC 1, BBC News, Sky News, Radio 4, 5 Live, ITV Central, LBC, BBC World Service and many BBC local radio stations. His career as a financial journalist started in 2000 at Citywire. Since then he has worked for breaking views as well as The Motley Fool and lovemoney.com. Mr. Bowsher read Philosophy, Politics and Economics at Oxford University.

Moira O’Neill from the FT and Interactive Investor

After more than 20 years in journalism, including as deputy editor at Money Observer, personal finance editor at Investors Chronicle and editor at Moneywise, Moira became head of personal finance at Interactive Investor in 2018. She has won a Wincott Journalism Award and written two personal finance books, Finance at 40 and Saving and Investing for Your Children.

A former financial and business journalist, Nick joined the Association of Investment Companies (AIC) in 2015. He works with financial advisers and wealth managers, aiming to improve their understanding and usage of investment companies. As a journalist, Nick held roles including Editor of What Investment magazine and Head of Research at Vitesse Media, where he produced reports such as Directors’ Pay on AIM, the Cash Shells Directory, Institutional Investors in AIM and the VCT Report. He also edited the GrowthBusiness.co.uk website which is aimed at growth companies, their investors and advisers. Nick is married with three children and graduated from Cambridge University.

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