Leading Speakers

Julie Dean

Director - UK Equity

Cazenove Capital Management

Business Cycle Investing: The Outlook for UK Equities

Julie Dean will discuss the outlook for UK Equities using Cazenove Capital's business cycle approach and show how this investment view is reflected in the Cazenove UK Equity Fund.
She will talk about what stage of the business cycle we are in and what the various survey and macro economic data indicate about where we are going. Julie will then look at what asset prices might be telling us about the future - looking at both the behaviour of different types of stocks and at equity/bond valuations. Finally she will look at how the UK Equity fund is structured and what the strongest stocks/sector views are.

Julie Dean, AAA rated by Citywire*, joined Cazenove in 2002. She is a member of the Pan-European equity team and manager of the Cazenove UK Opportunities Fund, the Cazenove UK Dynamic Fund and co-manager of the Cazenove UK Equity Fund. Prior to HSBC, she was a UK equity fund manager for Invesco GT. Julie graduated from St Anne’s College, Oxford University with a BA (Hons) in Modern History. She has 17 years of investment experience. *Source: Citywire at 31.07.10

Errol Francis

Specialist UK Equity Fund Manager

Schroders

Schroder ISF UK Equity

Errol will discuss the outlook for the UK equity market along with an overview of the positioning, current investment themes and strategies for his offshore UK equity fund. He will provide an overview of the research approach, risk framework and characteristics of the portfolio.

Errol Francis is a specialist UK equity fund manager with 21 years investment experience. He is manager of Schroder ISF* UK Equity and also works closely with Richard Buxton (Head of UK equities) on the Schroder UK Alpha Plus Fund.
Errol's investment career began in 1993 as an analyst, and subsequently fund manager in the UK Equity team, at Baring Asset Management. He then moved to Credit Suisse as a UK equity fund manager before joining Schroders in January 2007.
Errol is a member of the Institute of Investment Management and Research.

*Schroder ISF is referred to as Schroder International Selection Fund

James Harries

Director of Investment Management (Global Funds) and Lead Manager of Newton's Global Equity Income strategies

Newton, A BNY Mellon Company

Equity dividends have become an increasingly global phenomenon
The prospect of high and rising dividend income from shares is especially appealing during times of low interest rates, when the return on cash deposits is low. James Harries, lead manager of Newton's successful Global Higher Income strategy will address these concerns and provide his thoughts on how investors can gain global exposure and diversification without reducing the income they enjoy from their portfolio.

James graduated from Bristol University in 1994 with a BSc in Politics. After a year of military service he joined Newton working in the Private Investment Management department as a portfolio manager. During this time he was responsible for a wide range of clients and managed the Newton Falcon Fund. In 2004 James moved to Veritas Asset Management to establish and manage a global income fund as well as managing a range of other clients portfolios. He rejoined Newton in 2005 as a global equity manager. James gained a Masters Degree in Finance from the London Business School in 2004.

Kevin Lilley

Senior Fund Manager, European Equities

RLAM

Unearthing opportunities in a post-recession environment

As we emerge from one of the worst economic crises in recent history, Kevin Lilley, manager of RLAM’s European Growth Fund, unearths some of the likely winners in European equities. By analysing the cost-cutting actions companies took during the recession, and scrutinising how they have subsequently made use of the cash generated through their actions, Kevin will illustrate the opportunities afforded to active stock pickers in this post-recessionary environment

Kevin Lilley joined RLAM in 2001 and manages solely the Royal London European Growth Fund. His consistent performance is generated through his contrarian philosophy, high conviction ideas and his distinctive investment approach. Kevin has a broad base of equity management experience. From 1989-1994 Kevin was Assistant Investment Manager for Lincolnshire County Council. For the next five years he held the post of Director of European Equities at NPI, moving to TT International as a Portfolio Manager in 1999. Kevin obtained qualifications in Business Studies and Accounting from North Lincolnshire College and Clarendon College, Nottingham. He is a member of the Securities Institute having passed the Securities Industry Diploma and completed the London Business School Accelerated Development Programme.

Shawn Mato

Senior Fund Manager

Aviva Investors

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Shawn joined the investment industry in 1994.
Main responsibilities
Fund management of any and all convertibles based funds at Aviva Investors.
Experience and qualifications
Shawn joined Aviva Investors in July 2001 and joined Aviva Investors Global Convertible Bond team in June 2004.
Previously he was responsible for the analysis of the US technology sector. Prior to joining Aviva Investors, he worked at Dresdner Kleinwort Wasserstein as an Equity Research Associate where he covered US technology companies with an emphasis on software.
Before this Shawn worked at Deloitte and Touche LLP as a financial consultant and Nomura Securities as a US Government Bond Trader. Shawn holds a BSc in Business and Finance from the University of New Hampshire and an MBA in Finance with Honours from Fordham University in New York.
He is a Chartered Financial Analyst, a member of the CFA Institute and a member of the Boston Securities Analyst Society.