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Investment and Asset Management

FTAdviser Investment Masterclass

A new era of investment portfolios?

London |
Speakers include:
Emma Hunt

Emma Hunt

St James's Place

Obe   Ejikeme

Obe Ejikeme


Anna  Sofat

Anna Sofat

Addidi Wealth


How to keep clients happy in a new era for investment portfolios

The ever-evolving investment landscape is shaped by current market conditions, regulation and demand. As such, keeping up to date with these changes is at the forefront of mitigating risk and maximising returns in line with client objectives. The half-day Masterclass will provide insight into achieving continued compliance with the most up to date regulatory analysis, accumulation and decumulation, the ESG landscape and what it takes to overcome the concentration conundrum. Come hear from industry leaders to implement concrete strategies to overcome present-day industry challenges.

fallback Add to my Calendar 06/04/2019 08:30:0006/04/2019 13:35:00trueFTAdviser Investment MasterclassHow to keep clients happy in a new era for investment portfoliosThe ever-evolving investment landscape is shaped by current market conditions, regulation and demand. As such, keeping up to date with these changes is at the forefront of mitigating risk and maximising returns in line with client objectives. The half-day Masterclass will provide insight into achieving continued compliance with the most up to date regulatory analysis, accumulation and decumulation, the ESG landscape and what it takes to overcome the concentration conundrum. Come hear from industry leaders to implement concrete strategies to overcome present-day industry challenges.FTAdviser-Investment-Masterclass7f22fe5ccf580fc739f068c3cfebbe9fMM/DD/YYYY

Stay up to date and catch up on the latest industry news

Stay up to date and catch up on the latest industry news

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For smart advisers, the pensions opportunity is only just beginning


Speaking Faculty (11)

Emma Hunt

Emma Hunt

Head of Responsible Investment
St James's Place

Emma has been at the forefront of developments in corporate governance, ESG, sustainability and responsible investment for over 20 years. She is an expert in strategy and leadership and the good management and direction of businesses. Understanding the power of strong partnerships, effective change management and excellent commercial acumen are cornerstones of Emma’s approach to work.

Obe   Ejikeme

Obe Ejikeme

Global Equity Quantitative Strategist

Obe joined Carmignac in 2014 as a Quantitative Equity Analyst within the Cross Asset team. He previously worked at Bank of America Merrill Lynch for 7 years, where he was Head of European Equity and Quantitative Strategy. Before this, he spent 4 years as a Senior Consultant covering sell-side quantitative research firms at FactSet Research Systems. Obe holds a Bachelor’s degree in Computer Science.

Anna  Sofat

Anna Sofat

Addidi Wealth

Anna Sofat is founder and MD of Addidi, the Voice of Women’s Wealth. Addidi advise enterprising women, and their families, to plan and manage their wealth as well providing a collaborative club for women to invest in and engage with SMEs. Addidi recently won Money Marketing’s Small Advisor of the Year award and has featured as one of the Top 100 Advisory firm by the New Model Adviser magazine in 2012, 2013, 2014, 2015, 2017 and 2018. This year, Anna launched an initiative to Change the Culture of Wealth which was kick-started with a manifesto ahead of International Women’s Day. With over 30 years of experience in the financial industry, there is no individual better placed to lead this movement to make a better and more balanced future for all.

Paris Jordan

Paris Jordan

Analyst - Socially Responsible Investing
Responsible Investing Sanlam Investments UK

Paris joined the investment industry after graduating university with an upper second-class honours degree in Politics, Philosophy and Economics. She has worked at Fidelity Worldwide Investments working with financial advisors providing them assistance with their client accounts. After several years, Paris moved to FOUR Investments where she demonstrated drive and competency. As a result, she was then successfully selected as the first female investment professional at Sanlam FOUR Investments. Today, she remains part of the investment team as a fund selector, specialising in Socially Responsible Investing and driving SRI in and outside of her organisation.

Mark Spiers

Mark Spiers


Whether you are a smaller wealth management or advisory company that needs ongoing support, or a global bank, investment manager or payment services institution with a specific project to respond to, Mark Spiers and his team can help. He has nearly 20 years of experience in the financial services industry dealing with start-ups to the largest global institutions. Mark has held the MLRO (CF11) role for several institutions and has been Head of Compliance (CF10) in the UK for Emirates NBD and Kleinwort Benson. Mark has also worked in compliance for UBS Wealth Management, focusing on anti-money laundering in London, Zurich and other centres. He has experience of UK, EU and US regulations, in particular their application to the Wealth Management industry and has a strong commercial focus and understanding of the Wealth Management sector. In addition to his work in-house, Mark has provided training and consulting to a number of brokers, banks, accountancy and law firms and has a deep interest in financial crime, suitability and governance matters. Mark Spiers has an LLB and MSc in Regulation from the London School of Economics.

Dan  Kemp

Dan Kemp

Chief Investment Officer, EMEA Investment Management

Dan Kemp is Chief Investment Officer for Morningstar’s Investment Management group for the Europe, Middle East and Africa region. Dan leads Morningstar’s 20-strong investment management team for the EMEA region, working with advisers and institutions to help them deliver world-class investment solutions to investors. Dan joined Morningstar in 2014 as co-Head of Investment Consulting and Portfolio Management in the EMEA region. He previously served with Albemarle Street Partners, an investment consultancy partnership that he co-founded. Prior to Albemarle, he worked for Saltus Partners, managing the firm’s flagship Saltus Multi Asset Class Fund. He has also worked as fund manager and head of fund research for Williams de Broë (formerly Christows). Dan has 19 years’ experience in research, investment management and investment consulting. He has managed a wide variety of portfolios, specialising in multi-asset risk graded products. He is also a well-known commentator on investment issues. Dan holds a bachelor’s degree in theology from King’s College London. He also holds the Investment Management Certificate, the Securities Institute Diploma and the Advanced Financial Planning Certificate.

Henry  Boucher

Henry Boucher

Deputy CIO & Fund Manager

Henry Boucher is the Deputy Chief Investment Officer at Sarasin & Partners, focused on global equities and with long experience in sustainable investment. He is responsible for managing one of the firm’s specialist thematic investment strategies, Food & Agriculture Opportunities. He is also Chairman of the Sarasin & Partners Investment Strategy Group, responsible for defining the long-term thematic investment landscape.

David  Morrey

David Morrey

Grant Thornton

David is a Partner in Grant Thornton’s regulatory advisory team and specialises in working with clients undergoing regulatory scrutiny, particularly in respect of the suitability of advice.

Kurt  Morriesen

Kurt Morriesen

Senior Adviser- Impact Investing & SDGs

Kurt is a Senior Advisor for Impact Investments and SDGs at the United Nations Development Programme (UNDP), responsible for leading the SDG Investing Programme for Family Offices and UHNWIs. He has over 15 years of impact investments and ESG strategy experience in international organisations, such as the World Bank, International Finance Corporation (IFC), UN-PRI, United Nations, GIZ, and the Inter-American Development Bank (IADB); and private firms specialised in sustainable investments in Africa, South Asia and Latin America. Kurt is the author of the Impact Investing Market Map (UN-PRI), the first resource available to help investors identify impact investing opportunities in the listed equity market.

Jason  Mitchell

Jason Mitchell

Co-Head of Responsible Investing
MAN Group

Jason Mitchell is Co-Head of Responsible Investment for Man Group plc. He has more than twenty years of portfolio management experience. Jason serves on the Advisory Board of Imperial College Business School's Centre for Climate Finance and Investment. Having chaired the United Nations-supported Principles of Responsible Investment (PRI) Hedge Funds Advisory Committee from 2014 to 2018, he currently serves on the PRI Academic Advisory Committees and a number of other industry working groups. He was named one of Institutional Investor's 2011 Hedge Fund Rising Stars, and is a Fellow of the Royal Society of the Arts. His articles have appeared in London Review of Books, Christian Science Monitor, Institutional Investor, Aftenposten and Global Times. He is a contributing author to Introduction to Responsible Investment: Approaches to Environmental, Social and Governance Analysis (Routledge: 2018), Sustainable Investing: Revolutions in theory and practice (Routledge: 2017) and Evolutions in Sustainable Investing: Strategies, Funds and Thought Leadership (Wiley Finance: 2012).

Mark  Polson

Mark Polson

the Lang Cat

Mark Polson is founder and principal of the lang cat, a specialist platforms, pensions and investment consultancy. From its Edinburgh base, the lang cat works with platforms, life companies, asset managers and large advisory firms helping them interpret regulation, develop new propositions, turn marketing strategy into action and articulate their services in such a way that people without a financial services degree have a hope of understanding them. Bit by bit it aims to leave the industry just a little better than it found it. The lang cat is also a strategic communications agency, offering PR and communication services to clients across retail investment, protection and fintech. The comms guys have access to the techy guys, and the techy guys are helped by the comms guys to communicate with impact. It’s a good mix. Mark is a prolific writer, contributor to the trade press and international public speaker, even when people ask him not to be. He doesn’t play guitar as much as he’d like and spends more time than is reasonable going to gigs aimed at people considerably younger and more tattooed than him.


Agenda - 4th Jun

  • 8:30am
  • 9:00am
    Opening Remarks: How model portfolios are changing – for better or for worse
    • Setting the scene for the day ahead
    • Showcasing exclusive asset allocator data to trace where and how the typical model portfolio range is investing clients' money

    Dan Jones, Editor, Money Management & Asset Allocator

  • 9:05am
    Consumer Protection After MIFID II - Transparency, costs and suitability
    • Highlighting the requirements for advisers in relation to transparency, costs and suitability
    • Identifying ways to best profile clients to comply with suitability requirements 
    • Risk profiling pitfalls

    Mark Spiers, Partner, Bovill

  • 9:35am
    Interactive Panel Discussion: Answering the unanswered questions in relation to CIPs and suitability
    • Highlighting MIFID II and Prod requirements in relation to suitability, segmentation and more
    • Examining how many different propositions advisers should be running for their clients
    • Identifying the problems inherent in running models with only advisory investment permissions

    Anna Sofat, CEO, Addidi Wealth
    Mark Polson, Principal, the Lang Cat
    David Morrey, Partner, Grant Thornton

  • 10:10am
    Obenomics: Late Cycle, Early Cycle, Defensive or Cyclical?

    The Quant Outlook: 2019 began with rock bottom sentiment, however the biggest problem investors faced was the risk of being too pessimistic in the face of a potential "Recovery"

    • So where are we in the cycle?
    • Which styles, sectors, regions and countries are set to perform the best?
    • What are the risks that are currently not priced into markets?

    Obe Ejikeme will reveal why the set up for 2019/2020 looks positive, and why this could be the time for investors to seize opportunities in areas of the market where sentiment is overly pessimistic

    Obe Ejikeme, Global Equity Quantitative Strategist, Carmignac

  • 10:40am
    Networking Refreshments Break
  • 10:55am
    2020 Vision: investing in the decade ahead
    • The future challenges to some of your existing investment assumptions
    • The shift from a cowboy to a spaceman economy is just one of the secular shifts that long-term investors must incorporate in their strategy
    • Why active management will be so important
    • Some key themes of tomorrow

    Henry Boucher, Deputy CIO & Fund Manager, Sarasin

  • 11:25am
    Dynamic Q&A Panel: Reviewing the ESG landscape as an increasingly important area in the investment landscape
    • Structuring funds around sustainability goals and client needs
    • Identifying the gaps in the ESG space as part of an adviser’s investment propositions for multi asset funds
    • Considering the role of the next generation as leaders in sustainable investing

    Emma Hunt, Head of Responsible Investment, St James's Place
    Jason Mitchell, Co-Head of Responsible Investing, MAN Group
    Kurt Morriesen, Senior Adviser-Impact Investing & SDGs, UNDP
    Paris Jordan, Analyst - Socially Responsible Investing, Sanlam Investments UK
    Henry Boucher, Deputy CIO & Fund ManagerSarasin

  • 12:00pm
    The concentration conundrum: 'Home bias' as an obstacle to creating a truly diversified portfolio
    • Analysing whether advisers are still prioritising UK investments at the expense of overseas opportunities
    • Investigating the behavioural drivers of this trend
    • Identifying the risk of having a concentrated portfolio opposed to an equally dispersed global portfolio

    Dan Kemp, Chief Investment Officer, EMEA Investment Management, Morningstar

  • 12:30pm
    Closing Remarks and summation

    Dan Jones, Editor, Money Management & Asset Allocator

  • 12:35pm
    Networking Lunch

Sponsors (2)

Sarasin & Partners LLP

We are a London-based asset management group, managing £13.3 billion (as at 31.03.2019) on behalf of our clients – charities, institutions, intermediaries, pension funds and private clients, based both in the UK and around the world. Our company is known as a market leader in thematic investment and as a specialist in long-term income and dividend management across multi-asset and equity mandates. We are able to offer our clients both active management and systematic approaches to investment.

Our diverse, experienced investment team stretches from global analysts to economists and risk experts, all sharing knowledge and ideas on a daily basis. This team-based approach, combined with our responsible principles, ensures dynamic investments with high conviction at their core.

Carmignac is an independent asset management firm established in 1989 on three core principles that still stand true today: entrepreneurial spirit, human-driven insight and active commitment.

  • We are as entrepreneurial today as we always have been; our team of fund managers maintaining the freedom and courage to perform independent risk analysis, translate it into strong convictions, and implement them.      
  • Our collaborative culture of debate, on-the-ground work and in-house research mean we are continuously enhancing data analysis with human-driven insight to better manage complexity and evaluate hidden risks.
  • We are both active managers and active partners, committed to our clients, providing transparency in our investment decisions and always being accountable for them.

With capital entirely held by its fund managers and staff, Carmignac is now one of Europe’s leading asset managers, operating from 8 different offices. 

Today, as throughout our history, we are committed to trying harder to actively manage our clients’ savings over the long-term.

Who should attend

Complimentary attendance at this event is available for C-Level executives such Chief Executive Officers, Chief Investment Officers and Portfolio Managers as well as industry professionals representing asset owners, intermediaries and advisers including:

  • Financial Advisory Firms
  • Pension Funds
  • Insurers
  • Sovereign Wealth Funds
  • Family Offices and Endowment Trusts
  • Foundations
  • Regulatory and supervisory authorities
  • Trustees
  • Private banks
  • Independent Wealth Managers
  • Investment Consultants/Advisers




Leonardo Royal Hotel London Tower Bridge
45 Prescot St
London E1 8GP

United Kingdom

Tel: +44 (0) 20 7959 5000



Rachel Padhiar
Sponsorship Events Manager - Retail, Pensions and Personal Finance
FT Specialist
Sarah Fal
Event Content Producer
FT Specialist
Claire Harris
Senior Marketing & Communications Manager
FT Specialist