Speakers

Roland Spencer , Head of Sales - AJ Bell

13.25
(Biography coming soon)
Job Curtis

Job Curtis , Portfolio Manager - City of London Investment Trust

13.30

Job Curtis is Director of Global Equity Income at Janus Henderson Investors, a position he has held since 2006. He has been Portfolio Manager of the City of London Investment Trust since 1991, and is also co-manager of the Global Equity Income and Global Dividend & Income strategies. Job joined Henderson in 1992 following Henderson’s acquisition of Touche Remnant, where he had served as a unit trust and investment trust manager since 1987. Prior to this, he was an assistant fund manager at Cornhill Insurance from 1985 to 1987, and a graduate trainee at Grieveson Grant stockbrokers from 1983 to 1985. Job holds a MA in philosophy, politics, and economics from Oxford University and is an associate member of the Society of Investment Professionals. He has 35 years of financial industry experience.

Simon Gergel

Simon Gergel , Portfolio Manager - The Merchants Trust

13.50

Simon joined AllianzGI (and began managing The Merchants Trust) in 2006 from HSBC Halbis Partners where he managed over £900m in assets. Prior to joining HSBC in 2001, Simon worked for 14 years at Phillips & Drew Fund Management / UBS Asset Management where he was involved in all aspects of UK equity fund management. He graduated in 1987 from Cambridge University with an honours degree in mathematics and is an associate of the UK Society of Investment Professionals.

Mark Whitehead

Mark Whitehead , Portfolio Manager - Securities Trust of Scotland

14.10

Mark joined Martin Currie as Head of Income in November 2015. He manages Securities Trust of Scotland, an investment trust with a global equity-income remit, and co-manages the Martin Currie Global Equity Income strategy. Previously, Mark worked at Sarasin & Partners where he constructed and managed a range of income, balanced, growth, and absolute return portfolios and was Head of Equity Income from 2010. Mark started his investment career at NatWest Stockbrokers in 1998 and is a member of the Chartered Institute for Securities & Investment (CISI). 

Daniel Mahony, PhD

Daniel Mahony, PhD , Fund Manager - Polar Capital Global Healthcare Trust

14.30

Daniel joined Polar Capital to set up the Healthcare team in 2007. Prior to joining Polar Capital, he was head of the European healthcare research team at Morgan Stanley, covering the European biotechnology, medical technology and healthcare services sectors. Previously, Daniel worked in New York for ING Barings Furman Selz following the US biotechnology sector. Before working in the investment field, Daniel worked as a research scientist for seven years with the majority of his time at Schering Plough Corporation in California. Daniel graduated with a BA (1st Class Hons) in Biochemistry from the University of Oxford and a PhD in Developmental Biology from the University of Cambridge.

Stefan Vadamootoo

Stefan Vadamootoo , Operations Director - Nova Financial

15.30

Stefan is a qualified Financial Advisor and holds degrees in Economics & Applied Finance. For the last decade, he has been advising clients on all aspects of investing and retirement planning with a rigorous focus on portfolio management, return optimisation and risk management. Prior to becoming Operations Director for Nova Financial Group, he was State manager for VIC & QLD for an ASX listed financial services business in Australia. Stefan has since utilised his extensive knowledge base and unique hands on approach to ensure clients are provided with tailored financial solutions; not only assisting them in identifying their goals, but importantly, ensuring that they come to fruition with careful execution.

Martin Benedicto

Martin Benedicto , Chartered Financial Planner, FPFS - Close Brothers Asset Management

15.50

Martin is an experienced holistic financial planner, covering primarily London and the South East. He has over 13 years’ experience providing comprehensive financial planning advice to private clients, trusts and charities. His clients range from young professionals to retirees, helping them to reach their financial planning objectives and create a secure financial future.

Matthew Ardron

Matthew Ardron , Institutional Relations - Basset & Gold

16.10

Matthew joined Basset & Gold in May 2018 to head up the Institutional Relationship Team. Previously to this, Matthew worked for  several years at a large Consultancy group before moving to LendInvest, where he was responsible for all online platform Investors before moving onto LendInvest Capital to help grow the Luxembourg based Real Estate Opportunity Fund.

Tom Selby

Tom Selby , Senior Analyst - AJ Bell

16.30

Tom is a pensions expert and commentator whose views are sought by national journalists across print and broadcast media. He regularly appears on BBC Radio 4’s weekly ‘Moneybox’ programme to discuss retirement issues and has been a central figure in the campaign to tackle pension scams. In a previous life Tom was a financial journalist for adviser trade publication Money Marketing.

David Roberts

David Roberts , Investment Director - The House Crowd

16.50

David heads up The House Crowd’s London office in One Canada Square, Canary Wharf. Having spent over ten years working with high net worth clients David felt there was an enormous opportunity for The House Crowd to work with bigger investors, family offices and institutional funds. David believes the growth in alternative finance will disrupt many of the traditional wealth management businesses as tech savvy investors can access market beating returns from Crowdfunding Platforms at the click of button, without unnecessary management fees.