We are proud to announce the following keynote speakers for the Mello Investment Trusts & Funds event
Peter Pereira Gray
Peter will be opening the event with a speech on the current investment challenges in the global landscape in which the Wellcome Trust invests.
Investment Trusts Handbook
Judith MacKenzie Partner & Head of Public Equity at Downing LLP Judith manages the Downing UK Micro-Cap Growth Fund, and the Downing Strategic Micro-Cap Investment Trust plc. Downing aim to make a difference in the lives of the investment community by designing and managing investment products that help investors look after their financial wellbeing.
Peter Pereira Gray
Peter is Managing Partner and Chief Executive Officer of Investments and works with a team managing Wellcome's £20 billion multi-asset global investment portfolio. His responsibilities include overseeing Wellcome's privately held assets (private equity, real estate, venture capital and private direct holdings). Wellcome exists to improve health for everyone by helping great ideas to thrive. Wellcome is an independent global charitable foundation.
Ben Rogoff Lead manager of Polar Capital Technology Trust plc and co-manager of the Polar Capital Global Technology Fund Ben joined Polar Capital in May 2003 and has been a technology specialist for 23 years. Polar Capital Holdings plc is a research driven investment management company providing a highly entrepreneurial environment for outstanding portfolio managers.
Paul Marriage Fund Manager at Tellworth Investments Paul launched Tellworth Investments in October 2017. The award-winning UK equity long-short strategy has a long track record with an annualised return +10.2% since launch in May 2005. As specialists in UK small and mid-cap stock picking, the Tellworth team aim to build on previous success and strive to deliver strong investment returns.
Chris is a co-founder of both Fundamental Asset management and Investor's Champion. He qualified as a Chartered Accountant in 1989 and was formerly with Deloitte & Touche. At Washington Financial Group he was a key member of the investment management team of the Washington US Fund Ltd, a successful long/short equity fund.
Ian Simm Founder and Chief Executive of Impax Asset Management Group plc In 2018, Impax celebrated its 20th anniversary and is today one of the world’s leading investment managers dedicated to investing in the transition to a more sustainable economy. Impax aims to generate superior, risk-adjusted investment returns from opportunities arising from the transition to a more sustainable economy for clients with a medium to long-term horizon.
Annabel Brodie-Smith Communications Director at The Association of Investment Companies Annabel’s role focuses on communicating the uses and features of investment companies to the media and private investors. Annabel also heads up the AIC’s training and information programme for advisers and wealth managers. The AIC aims to increase awareness and understanding of investment companies through seminars, conferences and online training.AIC
Jonathon Davis Editor of The Investment Trust Handbook 2019 For more than 35 years my professional life has revolved around analysing the financial markets, initially as a journalist on national newspapers (The Times, Independent and Economist), latterly as a qualified investment professional. Aided and abetted by an extensive network of professional contacts, I offer independent insights and help to professional and private investors alike through books, columns and interviews for the Financial Times and Spectator, directorships and consultancy work, and speaking at public/private events.
John has run a wide range of portfolios as a Director of Henderson Private Clients and then Rothschild Asset Management. Since leaving the City, he has assisted charities to monitor their fund managers, writes a monthly column for the Investors Chronicle magazine (donating his fee to charity) and regularly speaks at financial seminars. He has also written 'The FT Guide to Investment Trusts' (further edition due shortly). His company's website johnbaronportfolios.co.uk shares with members the progress of eight real investment trust portfolios.