Speakers List - Multi Asset Roadshow 2018
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Speakers

David Copsey

Executive Director

Goldman Sachs Asset Management

David Copsey is an executive director in the Global Portfolio Solutions Group (GPS), based in London, where he is a portfolio manager responsible for portfolio solutions for institutional and individual clients. David joined Goldman Sachs in 2008 in the Operations Division, supporting the Private Wealth Management Business. He then moved to a role in the Portfolio Control and Analysis Team, working alongside the Institutional Business. In 2010, David moved to the UK Institutional Sales Team where he was responsible for new business and managing existing relationships with UK and Irish corporate pension schemes. David graduated from Loughborough University with a BA in international business, having spent his penultimate year working for the Goldman Sachs Private Bank AG in Zurich, Switzerland.

Diane Earnshaw

Head of Client Relationships

Square Mile Investment Consulting and Research

Diane joined Square Mile in June 2017 as Head of Client Relationships and as a senior member of the research team. Diane has responsibility for a number of our investment consultancy clients as well as being a member of the Research Management Team. Prior to joining Square Mile she was Co-head of Manager Selection within the Portfolio Management team at Morningstar and also led on the team's multi-asset research and analysis. She also led on some key Portfolio Management clients. Prior to this, Diane worked at OBSR leading on multi-asset research as well as working with consultancy clients. She was previously Head of Research and Investment at Origen Financial Services. Diane has a degree in Economics and Politics from Exeter University and also holds the Investment Management Certificate (IMC).

Patrick Edwardson

Fund Manager, Baillie Gifford Multi Asset Growth Fund

Baillie Gifford

Patrick graduated BSc in Banking and International Finance from Cass Business School in 1993. He joined Baillie Gifford the same year and after his initial training he joined the Fixed Income Team where he spent five years as an Investment Manager. In 2000, Patrick moved to the UK Equity Team and took on the management of UK equity assets for balanced clients and various UK income portfolios. In 2007 he began initial development of our Diversified Growth product and is Head of the Multi Asset Team. Patrick became a Partner in 2005.

Andrew Harman

Portfolio Manager, First State Diversified Growth Fund

First State Investments

Andrew Harman, CFA, joined First State Investments in 2008. He became a Portfolio Manager within the Multi-Asset Solutions team in 2010. In 2015 Andrew launched the flagship Diversified Growth Fund for the UK market which has had strong performance since inception. His responsibilities include research, market analysis and construction of proprietary investment models.

Andrew holds a Bachelor of Business (Banking and Finance) from Queensland University of Technology and a Graduate Certificate in Mathematics from the University of Technology, Sydney.

 

Kieron Launder

Head of Investment Strategy

Cazenove Capital

Kieron joined in 2011 and acts as Head of Investment Strategy. Previously Kieron was the Head of Strategic Advisory group and Senior Portfolio Manager at Rothschild Private Management. Prior to spending 8 years at Rothschild, Kieron spent 15 years at Citigroup formerly as a Proprietary Trader in Volatility Arbitrage then latterly in the Private Bank as Global Head of Investment Process and subsequently Portfolio Manager. His investment career commenced in 1987 when he joined Samuel Montagu & Co. Ltd. He holds a degree in Economics with Statistics, from University College London.

Ashley Lynn

Analyst

Orbis Investments

Ashley Lynn, Bachelor and Master of Arts (Magna cum Laude, Phi Beta Kappa) (Yale University), Juris Doctor (Yale Law School), Chartered Financial Analyst. Ashley helps manage Orbis' multi-asset effort, and has primary responsibility for the Global Balanced Fund's fixed income holdings. Prior to joining Orbis in 2013, she worked as an attorney at Boyden Gray & Associates in Washington, D.C. and in a policy role at the Office of the Secretary of Defense at the United States Department of Defense.

Amalia Nunez

Investment Director, Fixed Income and Multi-Asset Solutions

First State Investments

Amalia is an Investment Director, Fixed Income and Multi-Asset Solutions, at First State Investments (‘FSI').

Based in London, Amalia's role is to work closely with the investment teams to articulate and promote the company's fixed income and multi-asset strategies. She will also drive the future development of our fixed income and multi-asset businesses to meet the evolving needs of our client base. Amalia has 15 years of experience in fixed income markets.
In her previous role, Amalia was Senior Fixed Income Product Specialist with AXA Investment Managers. Prior to that, Amalia held sales and risk management roles in fixed income and fixed income derivatives with a number of prominent global sell-side firms including Merrill Lynch, Deutsche Bank and JP Morgan.

Amalia received a Bachelor's degree in Business from the Universidad Carlos III de Madrid.

 

Caspar Rock

Chief Investment Officer

Cazenove Capital

Caspar joined Cazenove Capital in September 2016 and is Chief Investment Officer. He joined from Architas Multi-Manager Ltd, a part of the AXA group, where he was Chief Investment Officer and responsible for all aspects of the investment activities, including investment philosophy, process and team. He also oversaw portfolio management at two of AXA group's private banks. He previously headed up the multi manager business at AXA Framlington from 2006 to 2008. Prior to that, he managed a range of directly invested equity and bond portfolios, and was Head of European Equities at Framlington as well as a member of the Healthcare team. He has 30 years' investment experience.

Richard Romer-Lee

Co-Founder and Managing Director

Square Mile Investment Consulting and Research

Richard is responsible for determining the strategy and focus for the business in conjunction with the Board and the Executive Management Team. Richard works closely with our clients and all members of the team as well as forging strong business relationships within the wider industry. Prior to founding Square Mile he was Research Director and co-founder of Old Broad Street Research Limited (OBSR). Following the acquisition of OBSR by Morningstar he became joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc. He has more than 25 years industry experience, starting at BMA Services in 1986 before becoming an analyst at Buck Consultants.

Jihad Younan

Executive Director

Goldman Sachs Asset Management

Jihad Younan is an executive director in the Global Portfolio Solutions Group (GPS), based in London, where he focuses on multi-asset class portfolio solutions for institutional and individual clients. Jihad joined Goldman Sachs in 2010 in the Investment Management Division as a member of the Global Insurance team. In 2012, Jihad moved to the Product Strategy & Development team where he was responsible for market intelligence and competitor analytics. Jihad graduated from HEC at the University of Lausanne with a MSc in actuarial sciences and also holds an M1 degree in statistics and applied mathematics from Lebanese University.