Client Portfolio Manager
BMO Global Asset Management
Luke Casey is Client Portfolio Manager for the Pyrford Global Total Return (Sterling) Fund He joined Pyrford in July 2015 as a Product Specialist. Prior to Pyrford Luke spent several years in a similar role covering Emerging and Asia Pacific strategies at T Rowe Price, having previously covered fixed income strategies at Goldman Sachs Asset Management.
Head of Multi Asset London
Pictet Asset Management
Andrew is Head of our Multi Asset London team. He joined Pictet Asset Management in 2014 as a Senior Investment Manager in the Multi Asset London team. Previously Andrew worked at Barings Asset Management where he was lead manager of the Barings Multi Asset Fund and a number of segregated portfolios. He joined the Fixed Income department at Barings Asset Management in 1986 and was appointed a Director in 1994. He joined the Multi Asset Portfolio Group in 1996.
Scott graduated BSc in Actuarial Mathematics and Statistics from Heriot-Watt University in 1999. Prior to joining Baillie Gifford in 2015 he worked for Schroders in London, BEA Union in Hong Kong and Towers Watson, where he led investment manager research in Asia. Scott is an Investment Manager in the Multi Asset Team and is a Fellow of the Institute and Faculty of Actuaries.
Head of Fixed Income
Ashley Lynn, Bachelor of Arts (Magna cum Laude, Phi Beta Kappa) (Yale University), Master of Arts (Yale University), Juris Doctor (Yale Law School), Chartered Financial Analyst. Based in Bermuda, Ashley is head of fixed income at Orbis, and co-manages Orbis’ multi-asset investment team. 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.
Vice President in GSAM's Strategic Advisory Solutions Team
Goldman Sachs Asset Management
Julia Rees is a vice president on GSAM’s Strategic Advisory Solutions team. As a Senior Portfolio Strategist, she advises financial institutions and intermediaries on investment policy and strategy. Prior to joining the Portfolio Strategy team, Julia worked in quantitative investment strategies (QIS) product management with an emphasis on alternative investing. Prior to joining the firm, Julia worked at a mid-stage private biotechnology company bringing a medical device to market. There, she focused on the firm’s expansion strategy and evaluated potential mergers and acquisitions. Julia holds a B.S.E. in mechanical engineering with minors in computer science and robotics from Princeton University. She is a CFA charterholder.
Keynote Speaker, Chief Investment Officer
The Advisor Centre
Peter began his career at Holden Meehan, an independent wealth manager, in 1989. He joined Forsyth Partners in 1994 as a senior mutual fund analyst and was appointed Chief Investment Officer in 2000. He was responsible for the management of traditional and alternative multi asset funds, with assets at their peak in excess of £1.5 billion. He was co-founder of the original Forsyth-OBSR Ratings Service in 2002. He joined OBSR in 2008 and was responsible for establishing the firm’s fund advisory business as well as continuing to conduct manager research. As Investment Director, he worked closely with Head of Investment Consultancy, Gill Hutchison, and they were responsible for the delivery of services to an array of different clients and were important influencers of fund flows in the UK. The Adviser Centre was launched in May 2014 whilst Peter was employed by City Financial. He transferred to Embark in October 2016, following the group’s acquisition of The Adviser Centre.