Speakers
Only the foremost industry speakers are sourced for Investment Week Channel Island Investment Summit.
Leading experts at the event will provide unique and in-depth insights into the very latest developments within the investment arena, as well as coverage of what can be expected in future for intermediaries based within the isles.
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Name |
Adrian Hickey
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Job title
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Head of Japanese Equities London
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Pictet Asset Management
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Adrian Hickey will discuss Japanese Equity Opportunities:
Last year, Japan was one of the strongest markets in the world for the unhedged global investor. And yet, the Japanese market remains unloved and under-owned as perceptions of the Japanese market and Japanese companies remain mired in the past.
Instead, Japanese corporations are in their best shape ever. Their balance sheets are strong, their free cash flow yields high and profitability has reached record levels despite the Yen climbing to its strongest position in 15 years. Japanese companies have benefitted from their rising exposure to the growth markets of Asia, representing nearly two thirds of exports, and radical restructuring, something that few people associate with Japan.
On 18 April, Adrian Hickey, fund manager of the Pictet- Japanese Equity Opportunities fund will be offering his insights on the Japanese equity market and explain why this under-appreciated asset class is worth revisiting.
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Biography
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Adrian Hickey joined Pictet Asset Management in 2006 and is Head of the Japanese Equities team in the Developed Equities team.
Throughout his investment career Adrian has concentrated on Japanese equity fund management since joining Scottish Equitable in Edinburgh in 1991. After Scottish Equitable he spent four years in Tokyo with Commerz International Capital Management before returning to the UK, where he subsequently worked for Edinburgh Fund Managers and Shell Pensions. Adrian's most recent position before joining Pictet was Director, Japanese Equities, with Foreign & Colonial in London.
Adrian graduated with a BA (Hons) in Economics and Economic History from the University of Birmingham and holds an MA in Philosophy from Lancaster University.
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Name |
Paul Rayner
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Job title
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Head of Government Bonds
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Royal London Asset Management
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Paul will be looking at the outlook for the government bond market against a background of inflationary uncertainty.
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Biography
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Paul Rayner has 29 years' experience of international government bond markets and is Head of Government Bonds at RLAM, joining the company in 2005. Prior to RLAM he spent seven years at Société Générale Asset Management, where he was the lead manager on a range of UK gilt and bond portfolios, before which he spent 15 years at Hambros Bank, where he began his career. He joined Hambros as a credit analyst, before becoming a global bond portfolio manager and then Head of Global Bonds. He graduated in Economics from the University of Kent.
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Name |
Douglas Turnbull
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Job title
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Fund Manager
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Neptune Investment Management
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The China Growth Story.
Douglas Turnbull will argue that China offers a wealth of investment opportunities. China is moving away from an export-led model of growth towards being consumption-led, making it more sustainable in the long term. Furthermore, with increased investment, the potential to unlock the latent demand of hundreds of millions of new consumers only strengthens Neptune's, and in particular, Douglas's conviction in the region.
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Biography
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Douglas joined Neptune in January 2007 as an Investment Analyst, having graduated from Oxford University with first class honours in Modern History. He is now Fund Manager of the Neptune Greater China Income Fund, Co-Manager of the Neptune China Fund and Joint-Manager of the Neptune China Max Alpha Fund. Douglas is also an Assistant Fund Manager
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Name |
Kieran Curtis
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Job title
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Fund Manager
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Aviva Investors
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TBC
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Biography
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A 2002 Oxford graduate, with a degree in Biochemistry from Exeter College, Kieran Curtis started his investment career in his graduation year working for Invesco UK as a Trainee Fund Manager before moving to Standard Asset Management in 2004. Kieran joined Aviva Investors in 2005, and manages the Aviva Investors Luxembourg domiciled Emerging Markets Local Currency Bond Fund and describes his investment style as being long-only and research driven. Away from the office Kieran's leisure pursuits focus on outdoor sports including golf, rugby and soccer.
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