Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry.
Melanie Pickett is Executive VP and Head of Asset Owners, Americas at Northern Trust, based in the Chicago area. She oversees the Alternative Asset Servicing Group and directs the firm’s strategy , growth and delivery of all firmwide products for asset owners and allocators in the America’s region. She was named 2021 Top 40 Women in Fintech and the 2021 Global Banking & Finance US Business Woman of the Year. She previously was Chief Operating Officer and Managing Director of Emory Investment Management at Emory University and prior to that spent over 10 years at Morgan Stanley.
Paula Horn is Chief Investment Officer of the public securities group of Brookfield Asset Management. She has had an extensive career in investing, which has spanned investment grade credit, credit derivatives and other public investing. She holds a number of investment committee and Trustee roles.
Sarah Whitley is Chair at Future Asset, an organization which connects girls, teachers and advisors to the diversity of opportunities in asset management. Based in Edinburgh, she was previously Head of Japanese Equities at Baillie Gifford and currently holds a number of director roles, including as External Director at Rakuten, and Chair at the Edinburgh Festival Endowment Fund.
167. Dr. David Kelly: Chief Global Strategist at JP Morgan Asset Management – Combatting Market Lows with a Runner’s High – Making the Complex Clear
Dr. David Kelly is Chief Global Strategist at JP Morgan Asset Management, a position he has held for over 14 years. He lives in Massachusetts. He was previously economic advisor at Putnam Investments, and prior to that held a range of roles in the financial services industry. Originally from Dublin, like myself, he’s a PhD in Economics from Michigan State University.
151. John Bowman of CAIA – A Storyteller’s Take on the Asset Management Industry at an Inflection Point
John Bowman is executive Vice President of the CAIA Association, and a prolific writer and commentator on the investment management industry. He has written about the subject of culture, restoring the virtuous reputation of the industry and ensuring that dialogue and education are maximized, particularly in the area of alternative investing.
Les Bond is CEO at Attucks Asset Management, a firm he founded over 20 years ago. Attucks is an MBE-certified registered investment advisor which builds portfolios of emerging investment managers- in particular female and minority owned firms.
Oli Shakir-Khalil is an investment director in EM Debt at Fidelity International, based in London. He is passionate about the need to reinforce listening within organizations and debunk the myth that this area should be taboo. His initiatives both within his own firm and within the industry are innovative and powerful to spread inclusion and promote dialogue about this issue.
A lively conversation that traces Oli’s move from classics to finance, finding his edge there, and his advocacy for mental health and LGBT causes.
210. Colin Robertson – Independent Investment Advisor: From Game Theory to Risk Management and the Importance of Nuance
Colin Robertson is an independent advisor to two LGPS funds – London Borough of Tower Hamlets and London Borough of Harrow, within a portfolio career that he has had since 2013. He previously held the role of Global Head of Asset Allocation for Aon Hewitt and previously at Mercury Asset Management. He has extensive experience in working with a wide range of institutional clients.
162. Emma Jane Joyce of the National Treasury Management Agency – Lifelong Learning pursued Sustainably
Emma Jane Joyce is a sustainability specialist at the National Treasury Management Agency based in Dublin. She spent most of her career at the Agency holding roles such as Head of Responsible Investment and Investment Director. She’s a member of the Ireland steering committee of the CDP Global Environmental Reporting System.