Thursday 23rd June, 2022
12.30 pm - 4 pm

12.30 pm Mello welcome from Karin Schulte and presentation from Ocean Dial
1.05 pm  Presentation from Invesco Bond Income Plus Limited
1.40 pm  Moira O’Neill from Interactive Investor analyses how retail investors are asset allocating in 2022
2.00 pm  Presentation from HarbourVest Global Private Equity
2.35 pm  Nigel Hawkins presents on REIFs (Renewable Energy/Infrastructure Funds)
3.05 pm  Presentation from TB Amati Strategic Innovation Fund
3.40 pm  Mark Bentley presents his best performing income trusts for 2022

Karin Schulte, Investment Trusts and Funds specialist

Karin Schulte will be your host for this event.  She has worked in global logistics, investment banking and private equity in Asia for a total of 25 years based in Hong Kong, Singapore and Australia. Karin is currently based in the UK and actively invests in listed and unlisted companies. Karin has extensive experience also in the not-for-profit sector both in the UK and internationally. Karin has a portfolio of roles and has a particular interest in the next generation of leaders.

Presentation from Invesco Bond Income Plus Limited

Over the years, Invesco has grown to become one of the largest investment managers in the UK, currently managing over $1.5 trillion in assets1.

Key to our success has been a relentless commitment to investment excellence. With clients sitting at the heart of the business, our capabilities have expanded to encompass a variety of investment styles, asset classes, geographies, and products to meet a wide range of investment goals and the changing needs of investors.

We have significant depth in resources, with more than 8,500 investment professional employees worldwide all focused on delivering the best outcomes for our clients.1 As at 31 March 2022.

Rhys is a fund manager and senior credit analyst for the Henley-based Fixed Interest team.

He began his investment career with Invesco in 2002, moving to the Henley Fixed Interest team in 2003. He became a fund manager in 2014. He manages high yield credit portfolios.

He holds a BSc (Honours) in Management Science from the University of Manchester Management School. He is a CFA charterholder.

Rhys Davies Fund Manager and Senior Credit Analyst

Presentation from TB Amati Strategic Innovation Fund

Amati Global Investors was established in Edinburgh in 2010 with the objective of providing our investors with savings vehicles offering exposure to dynamic areas of the market. We aim to curate diverse portfolios of carefully analysed businesses capable of performing in a variety of market conditions. Independent and committed to active management, we have created an environment that enables our investment teams to work together effectively, focusing on making good investment decisions for our clients. Amati manage the Amati AIM VCT, Amati AIM IHT Portfolio Service, TB Amati UK Smaller Companies Fund, TB Amati Strategic Metals Fund and the recently launched TB Amati Strategic Innovation Fund.

Mikhail Zverev joined Amati in February 2022 as a fund manager to work on TB Amati Strategic Innovation Fund.

Between 2007 and 2021 Mikhail managed high conviction global funds and ran global equities teams at Standard Life Investments (now Abrdn) and Aviva Investors.

Mikhail started his career in finance in 1998 with boutique investment bank Trigon Capital, helping to raise growth capital for Eastern European technology companies. Following a spell with Citigroup, where he was a Mergers & Acquisitions analyst, he joined First State Investments as a Senior Equity Analyst, working alongside Paul Jourdan on the FSI British Smaller Companies Fund and FSI AIM VCT.

Mikhail holds BSc in Semiconductor Physics from St Petersburg State Technical University and MSc in Accounting and Finance from the London School of Economics.

Mikhail Zverev Fund Manager

Graeme Bencke joined Amati in May 2022 as a Fund Manager for the TB Amati Strategic Innovation Fund. Graeme began his career as an equity analyst at F&C Investments before going on to manage the European Smaller Companies fund for 5 years. He then spent 12 years with AIG (later renamed PineBridge Investments) where he led the European and then Global equity teams, combining this with his role as Equity Strategist for the Group.


Graeme has always managed concentrated, high conviction equity portfolios from across the full market cap spectrum, and with a focus on strong businesses with longer term growth potential. His interest in innovation extends beyond the fund through his non-executive role at Torvius where he helps to mentor start-up companies.


Graeme holds a first-class BSc in Business Management from Royal Holloway University of London and is an associate member of the Society of Investment Professionals (ASIP).

Graeme Bencke Fund Manager

Company presentation by Richard Hickman, HarbourVest Global Private Equity

Please note:  

  • Richard’s presentation will not be recorded for compliance reasons and so will not be available after the webinar.  
  • HarbourVest is not available to investors outside of the UK.

HarbourVest Global Private Equity Limited (“HVPE”) is a FTSE 250 investment company with global exposure to private companies, managed by HarbourVest Partners, with assets of $3.8 billion (at 30 April 2022) and a current market capitalisation of approximately £2.0 billion (tickers: £ HVPE | $ HVPD). HVPE invests in private companies and portfolios of private companies through funds managed by HarbourVest Partners, an innovative global private markets asset manager with 40 years of experience. HVPE is designed to offer shareholders long-term capital appreciation by investing in a private equity portfolio diversified by geography, strategy, stage of investment, vintage year, and sector. By following a consistent and proven investment strategy, HVPE has delivered steady and robust NAV growth and has outperformed the public markets.

Richard Hickman, Managing Director for HVPE, is responsible for the day-to-day management of the company. In this role, Richard works closely with HarbourVest’s investment team to manage HVPE’s asset allocation and exposures in line with the strategic direction set by the HVPE Board.

Richard joined HarbourVest in 2014 after seven years with 3i plc. His experience also includes working as a manager in Deloitte’s finance and operations management team in London. He is a member of the Chartered Institute of Management Accountants and received a BSc in Economic History from the London School of Economics and Political Science in 2001.

Richard Hickman, Managing Director for HVPE

Company presentation by  David Cornell at Ocean Dial AM: Why is India still relevant?

Why is India still relevant? Does the current volatility mean ‘wait and watch’ or does it present a buying opportunity? 

David Cornell joined Ocean Dial in January 2010 from Henderson Global Investors. He is based in London having been resident in Mumbai for three years until July 2013. He started his career in 1995 covering India for Robert Fleming Securities, ran the BDT Emerging Market Fund from 2004 to 2008 which compounded at over 25% per annum during his tenure and then co-managed New Star’s Institutional Emerging Market Fund. He has a degree in English and History from the University of Durham and was in the British Army from 1991-1995.

Nigel Hawkins analyses the current case for investing in REIFs (Renewable Energy/Infrastructure Funds)

Nigel Hawkins is the Infrastructure and Renewables Specialist at Hardman & Co.

Nigel specialises in the energy sector, with a particular focus on the expanding renewable generation market, both in the UK and overseas, about which he has written several reports assessing the sector’s finances.

He has been involved in analysing the utilities sector since the 1980s. He covered the privatisation of the water and electricity companies for Hoare Govett between 1989 and 1995. Subsequently, he researched the UK and EU telecoms sector for Williams de Broe. He has also written many feature articles for Utility Week magazine since the mid-1990s.

Between 1984 and 1987, Nigel was the Political Correspondence Secretary to Lady Thatcher at 10 Downing Street.

Nigel joined Hardman & Co in February 2016. He holds a BA (Hons) in Law, Economics and Politics from the University of Buckingham and is a senior fellow of the Adam Smith Institute.

Moira O’Neill from Interactive Investor analyses how retail investors are asset allocating in 2022

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

Moira O'Neill Head of Personal Finance

 Mark Bentley presents his best performing income trusts for 2022

Mark Bentley has been a full-time stock market investor since 2004, having pursued investment as a rewarding hobby for 20 years previously. Most of Mark’s career was spent in the I.T. industry beginning with Logica in 1980, where he worked on the Giotto Halley’s Comet intercept mission for the European Space Agency amongst other projects. In 1987 Mark started his own IT services business, Anvil Technology Ltd, which he ran successfully for 14 years. He is an active investor, attending many company meetings each year and publishes his findings on a number of investment orientated web sites.

Mark Bentley Shares Director