Speakers

 
Thorsten Hens, Professor of Financial Economics, University of Zurich’s Swiss Banking Institute

Thorsten is SFI Professor of Financial Economics at the University of Zurich’s Swiss Banking Institute, a Fellow of CEPR and Adjunct Professor of Finance at the Norwegian Business School in Bergen. He studied at Bonn and Paris and held professorships in Stanford, Bielefeld and Zurich. His research areas include behavioural and evolutionary finance. Thorsten is ranked among the top 10 economics professors in the German spoken area.

Paul Wharton, Investment Director & Portfolio Manager, Deutsche Bank Private Wealth Management (speaking in London)

Paul has over 20 years experience in pension fund management. He joined Tilney following the acquisition of SG Investment Management in 2003. Tilney was later acquired by the Deutsche Bank Group at the end of 2006 to form the UK arm of its Wealth Management division, Deutsche Bank Private Wealth Management. Paul is a member of the Investment Strategy Committee which is responsible for developing Group Investment policy.

Tim Hale, Managing Director, Albion Strategic Consulting

Tim’s experience in investment management provides the intellectual capital that is the foundation for Albion Strategic Consulting. He is passionately committed to working with wealth managers to help them to deliver the highest quality of service to their clients. His book Smarter Investing: Simpler Decisions for Better Results was published by FT Prentice Hall in 2006. Prior to setting up Albion Strategic Consulting in 2001, Tim worked for Chase Asset Management (now part of JP Morgan).

Graham Bentley, Head of Investment Marketing, Skandia

Graham is responsible for the investment proposition for all offerings within the Skandia UK business, including both the Skandia Life Range and the new integrated platform Selestia Investment Solutions. Graham has over 30 years’ experience in investment business, including most recently six years as Head of Investment Marketing at Selestia. An expert in behavioural finance and the psychology of investing, Graham is a frequent speaker on investment matters and contributor of features and articles in the investment trade press.

Helen Gaidatzis, Head of ETF Portfolio Structuring, iShares Europe

Helen Gaidatzis has overall responsibility for establishing and developing European iShares Asset Allocation strategies. For 2 years prior to joining iShares Helen headed the BGI European Asset Allocation team, which provides asset allocation, overlay and currency management, as well as lifecycle strategies for the defined contribution market. Helen joined BGI in July 2006, prior to which she was with active asset manager GMO for 8 years where she lead their European Asset Allocation capability.

Duncan Brookes, Managing Director & Portfolio Manager, Deutsche Bank Private Wealth Management (speaking in manchester)

Duncan joined Tilney Investment Management in 1990 after graduating from Manchester University in Maths and Management Science. Since then Duncan has managed both private client and institutional mandates and also specialises in pension drawdown portfolios. Duncan joined Deutsche Bank Private Wealth Management when it acquired Tilney in 2006. He is a member of the Private Wealth Management UK Executive Management Group.

Michael W. Azlen, CAIA, CFP, Founder, CEO, Frontier Capital Management LLP

Michael founded Frontier Capital Management in 2004 in order to bring the first true Multi-Asset Class fund to the investment industry. Michael has a total of 22 years experience spanning the entire spectrum of asset management including hedge funds, proprietary trading, structured products and equity derivatives. Frontier Capital Management LLP, is a London based asset manager specialising in Multi-Asset Class funds, Strategic Asset Allocation and Active Index Investing.

Christopher Aldous, Chief Executive, Evercore Pan Asset

Christopher has been involved in wealth management since 2001 as a founder and Chief Executive of Absolute Fund Management. He managed a low volatility fund of hedge funds designed for high net worth, family office and charity investors and wrote many articles urging the wider use of hedge funds in portfolio construction. This followed 20 years in investment banking beginning with Cazenove in 1981.

Peter Toogood, Director of Investment Services, Old Broad Street Research Ltd

Peter joined OBSR in 2008 having being instrumental in the sale of the Crosby Forsyth offshore research business to OBSR. He has over 20 years industry experience, initially as fund analyst for 2 well established intermediaries then as Head of Fund Research for Forsyth Partners. He became Chief Investment Officer for Forsyth Partners in 2000 overseeing the management of a variety of long and alternative managed solutions.

Andrew Moore, Head of Sales, MLC Investment Management

Andrew runs sales and MLC and is also Head of the Pivotal Consulting team in the UK. With a career stretching over 20 years, Andrew is a regular speaker on topics such as practice management, outsourcing investment management and value creation in an IFA business.