Investment Seminar
Today, Tomorrow, Together

Wednesday 1 May 2019

South Lodge, Sussex

In times of change and uncertainty, asset managers and investors need to consider challenging perspectives in the search for investment returns.

Our Today, Tomorrow, Together Investment Seminar will feature an economist from our renowned Strategy team and select investment experts, all sharing their latest thinking.

We hope you can join us on Wednesday 1 May for what promises to be an interesting seminar.

Mike Brooks

Mike Brooks

Mike Brooks is Head of the Diversified Multi-Asset team at Aberdeen Standard Investments. The team manages a range of highly diversified portfolios investing in a broad universe of expanding asset classes including listed equities, private equity, property, infrastructure, high yield bonds, loans, emerging market debt, asset backed securities, alternative risk premia, insurance linked securities, litigation finance, peer-to-peer lending, aircraft leasing, trade finance, farmland and healthcare royalties.

Mike joined Aberdeen Asset Management in 2015 from Baillie Gifford where he was an Investment Manager in the Diversified Growth team. Mike co-founded the Diversified Growth strategy at Baillie Gifford in 2008, playing a leading role in the development of the philosophy and process, as well as the ongoing management of the fund and in the successful expansion of the client base to over £5 bn of AUM.

Mike joined Baillie Gifford in 2000 as Head of Investment Risk. Prior to this he was Head of Quantitative Research at Aegon Asset Management. Mike graduated with a BSc (Hons) in Actuarial Mathematics and Statistics from Heriot Watt University. Mike is a Fellow of the Faculty of Actuaries.

Mike graduated with a BSc (Hons) in Actuarial Mathematics and Statistics from Heriot Watt University. Mike is a Fellow of the Faculty of Actuaries.

Thomas Moore

Thomas Moore

Thomas is Senior Investment Director in the UK Equities team of Aberdeen Standard Investments. Within his role, Thomas’ responsibilities include managing the UK Equity Income Unconstrained Fund and Aberdeen Standard Equity Income Trust. He is also responsible for analysing the Financial Services sector. Thomas joined the UK Equity Team of Standard Life Investments in 2002. Previously Thomas began his career in 1998 at Schroders in UK Equities.

Thomas holds a BA and is an Associate of the CFA Society of the UK

Roger Webb

Roger Webb

Roger Webb is a Senior Investment Manager on the Pan-European Credit team at Aberdeen Standard Investments. Roger is responsible for a number of wholesale bond offerings which incorporate investment grade funds managed against a variety of index benchmarks as well as unconstrained bond asset allocation funds. Roger joined Aberdeen Asset Management following the acquisition of the SWIP business in April 2014.

Roger joined SWIP in 2009 and has extensive experience in the bond market and specifically all areas of the UK and European credit markets. He joined the investment industry in 1985 when he began a lengthy career at Norwich Union’s investment management division. He was appointed head of credit portfolio management in 2007 with responsibility for the firm’s active corporate bond portfolios in the UK. Roger holds the UK Society of Investment Professionals (UKSIP) associateship.

Katie Trowsdale

Katie Trowsdale

Katie is a fund manager in the Multi-Manager Strategies team at Aberdeen Standard Investments, where she manages the Dynamic Distribution fund and is the deputy manager on Standard Life Investment’s flagship MyFolio fund range. Katie also has manager research responsibilities. Katie joined Standard Life Investments in 2011. Prior to this, she was an analyst for the Gartmore fund of fund team where she worked since 2007.

Previously Katie was a private client portfolio manager and fund of fund manager at Kleinwort Benson Private bank and Heartwood Wealth, where she joined as a graduate trainee in 2000. Katie has a BSc in Economics and Management with German from Southampton University and was an Erasmus student at the Goethe Institut, Frankfurt in 1999.

Euan Anderson

Euan Anderson

Euan is a Real Estate Investment Specialist within the Global Investment Specialist Team, co-ordinating between the real estate investment teams and global sales and marketing teams at Aberdeen Standard Investments. He joined Standard Life Investments in 2008 from Baillie Gifford.

Euan has a bachelor’s degree in Actuarial Mathematics and Statistics from Heriot Watt University in 2005, and completed his Chartered Financial Analyst exams in June 2014.

Luke Bartholomew

Luke Bartholomew

Luke Bartholomew is an Investment Strategist on the Economics and Thematic Research Team at Aberdeen Standard Investments. He previously work as an Investment Manager on the Global Macro Fixed Income team. Luke joined Aberdeen Asset Management PLC in 2009 after graduating from Keble College, Oxford with a First Class Honours BA in Philosophy, Politics and Economics.

  • Mike Brooks

    Mike Brooks is Head of the Diversified Multi-Asset team at Aberdeen Standard Investments. The team manages a range of highly diversified portfolios investing in a broad universe of expanding asset classes including listed equities, private equity, property, infrastructure, high yield bonds, loans, emerging market debt, asset backed securities, alternative risk premia, insurance linked securities, litigation finance, peer-to-peer lending, aircraft leasing, trade finance, farmland and healthcare royalties.

    Mike joined Aberdeen Asset Management in 2015 from Baillie Gifford where he was an Investment Manager in the Diversified Growth team. Mike co-founded the Diversified Growth strategy at Baillie Gifford in 2008, playing a leading role in the development of the philosophy and process, as well as the ongoing management of the fund and in the successful expansion of the client base to over £5 bn of AUM.

    Mike joined Baillie Gifford in 2000 as Head of Investment Risk. Prior to this he was Head of Quantitative Research at Aegon Asset Management. Mike graduated with a BSc (Hons) in Actuarial Mathematics and Statistics from Heriot Watt University. Mike is a Fellow of the Faculty of Actuaries.

    Mike graduated with a BSc (Hons) in Actuarial Mathematics and Statistics from Heriot Watt University. Mike is a Fellow of the Faculty of Actuaries.

  • Thomas Moore

    Thomas is Senior Investment Director in the UK Equities team of Aberdeen Standard Investments. Within his role, Thomas’ responsibilities include managing the UK Equity Income Unconstrained Fund and Aberdeen Standard Equity Income Trust. He is also responsible for analysing the Financial Services sector. Thomas joined the UK Equity Team of Standard Life Investments in 2002. Previously Thomas began his career in 1998 at Schroders in UK Equities.

    Thomas holds a BA and is an Associate of the CFA Society of the UK

  • Roger Webb

    Roger Webb is a Senior Investment Manager on the Pan-European Credit team at Aberdeen Standard Investments. Roger is responsible for a number of wholesale bond offerings which incorporate investment grade funds managed against a variety of index benchmarks as well as unconstrained bond asset allocation funds. Roger joined Aberdeen Asset Management following the acquisition of the SWIP business in April 2014.

    Roger joined SWIP in 2009 and has extensive experience in the bond market and specifically all areas of the UK and European credit markets. He joined the investment industry in 1985 when he began a lengthy career at Norwich Union’s investment management division. He was appointed head of credit portfolio management in 2007 with responsibility for the firm’s active corporate bond portfolios in the UK. Roger holds the UK Society of Investment Professionals (UKSIP) associateship.

  • Katie Trowsdale

    Katie is a fund manager in the Multi-Manager Strategies team at Aberdeen Standard Investments, where she manages the Dynamic Distribution fund and is the deputy manager on Standard Life Investment’s flagship MyFolio fund range. Katie also has manager research responsibilities. Katie joined Standard Life Investments in 2011. Prior to this, she was an analyst for the Gartmore fund of fund team where she worked since 2007.

    Previously Katie was a private client portfolio manager and fund of fund manager at Kleinwort Benson Private bank and Heartwood Wealth, where she joined as a graduate trainee in 2000. Katie has a BSc in Economics and Management with German from Southampton University and was an Erasmus student at the Goethe Institut, Frankfurt in 1999.

  • Euan Anderson

    Euan is a Real Estate Investment Specialist within the Global Investment Specialist Team, co-ordinating between the real estate investment teams and global sales and marketing teams at Aberdeen Standard Investments. He joined Standard Life Investments in 2008 from Baillie Gifford.

    Euan has a bachelor’s degree in Actuarial Mathematics and Statistics from Heriot Watt University in 2005, and completed his Chartered Financial Analyst exams in June 2014.

  • Luke Bartholomew

    Luke Bartholomew is an Investment Strategist on the Economics and Thematic Research Team at Aberdeen Standard Investments. He previously work as an Investment Manager on the Global Macro Fixed Income team. Luke joined Aberdeen Asset Management PLC in 2009 after graduating from Keble College, Oxford with a First Class Honours BA in Philosophy, Politics and Economics.

09:45 Registration and refreshments
10:15 Welcome
10:30 Diversification in Multi-Asset investing
Mike Brooks, Senior Investment Manager
11:00 Breakout sessions

UK Equities
An outlook and overview of our UK Equity Income Unconstrained Fund
Thomas Moore, Senior Investment Director

Fixed Income
An outlook and overview of our Strategic Bond Fund
Roger Webb, Senior Investment Manager

12:00 Break
12:15 And your choice of either

MyFolio
Katie Trowsdale, Fund Manager

OR

Real Estate
Euan Anderson, Investment Specialist

12:45 Macro outlook
Geopolitical Economic Views
Luke Bartholomew, Investment Strategist
13:30 Close and buffet lunch

Venue

South Lodge
Long Hill, Lower Beeding
Horsham
RH13 6PS

Register to secure your place and choose your breakout preferences.