Speakers List - Pan-European Sub-Advisory Summit London
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Keynote Speaker

Dr. Gerard Lyons

Leading Global Economist and Co-Founder of 'Economists for Brexit'

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Dr Gerard Lyons is one of the UK's leading economists. He played a leading role in the UK Referendum Campaign, being co-founder of 'Economists for Brexit'. As a leading City economist and a former board member of The CityUK he was strongly of the view that Brexit would be good, in the long-run, for the UK financial sector, as well as for the economy. In January this year he co-authored a paper called 'Clean Brexit', released in advance of the Prime Minister's Lancaster House speech where she laid out the Government's Brexit policy. Two days ahead of the PM's speech, the main story in Sunday Times said Theresa May was to call for a clean Brexit and that "The paper (by Lyons) was shown to Downing Street and was well received, sources said." The day before the PM's speech, a column by Lyons in the UK press ('Why a clean Brexit would be best for the new Global Britain') outlined his views, which were identical to those unveiled by the PM. Last November, the Government of Japan invited Lyons to Tokyo to speak about Brexit, and its implications.

Dr Lyons is an expert on the global economy, financial markets and monetary policy, with an excellent forecasting record. He has testified to the US Senate Banking and Foreign Affairs Committees, spoken at the EU-China Summit in Beijing, and on the globalised televised BBC Debate from Davos.
He is a Board Member of Bank of China (UK), Chief Economic Strategist and shareholder at online discretionary wealth manager Netwealth Investments, advisor to financial consultants Parker Fitzgerald and Chief Economic Advisor to think tank Policy Exchange. He sits on advisory boards at: Warwick Business School; the Grantham Institute on Environmental Change at the London School of Economics and Imperial College; and at the Official Monetary Financial Institutions Forum. He is advising on a project at the Centre for Social Justice addressing low UK productivity and its wider economic and social impact.

From January 2013 to May 2016 he was Chief Economic Advisor to Boris Johnson, the Mayor of London. In August 2014, Mr Johnson launched the report by Lyons, 'The Europe Report: A Win-Win Situation', widely seen as very influential in the run-up to the Referendum. And in 1999 Lyons was the co-author of the 'Commission on the £ Sterling', outlining the reasons why the UK should retain the pound and not adopt the euro.
Previously, he spent 27 years in senior roles in The City at Chase Manhattan, Swiss Bank Corporation, DKB International and Standard Chartered Bank.

He is an ace forecaster, having won many awards, including Bloomberg's leading global forecaster (of over 350). In addition, the month before the financial crisis he was one of only two UK economists to predict a deep, imminent recession.

 

 

Main Speakers

Luca Di Patrizi

Head of Intermediaries

Pictet Asset Management

Luca Di Patrizi is head of intermediaries ex-Japan and since 2016, a member of Pictet Asset Management's executive committee.
He joined Pictet in 1999 from Invesco Asset Management, opening the firm's Italian branch, where he served as its managing director for two years based in Milan.
Previously Di Patrizi worked at CPR, a subsidiary of Crédit Agricole in Paris, with responsibility for marketing to institutional clients in Italy. He started his career as a US equity fund manager at Sumitomo Bank in London.
Di Patrizi graduated with a BA from the Bocconi University in Milan and completed the Investment Management program at the London Business School.

 

 

Adam Backman

Partner, Product Strategy

Lord Abbett

Adam Backman leads the efforts of Lord Abbett's Product Strategists. In this role, he is responsible for overseeing the development and communication of the firm's investment product strategies across the U.S. Retail, U.S. Institutional, and International markets. Adam also participates in product development and actively monitors industry trends to ensure that Lord Abbett continues to offer competitive investment solutions in the marketplace. Adam joined Lord Abbett in 2004 and was named Partner in 2016. Prior to his current role, he worked in various capacities at the firm, including Senior Portfolio Specialist and Director of Due Diligence, Institutional Investment Services. He began his career at Thomson Financial in the Capital Markets

Intelligence group and has been in the financial services industry since 2000. Adam earned a BA in psychology from Duke University. He also is a member of the New York Society of Security Analysts, and is a holder of the Chartered Financial Analyst® (CFA) designation.

Wassili Papas

Portfolio Manager

Union Investment

Wassili Papas joined Union Investment in April 1996 as equity portfolio manager responsible for the European techonology sector and Mid and Small Caps. From 1994 he worked as a senior analyst at Value Management & Research in Germany, a fund management company specialised in institutional funds and hedge funds. In 1992 he joined CS First Boston's Special Situations Fund, where he specialised in distressed securities and turn-around situations. Wassili studied business administration and economics at Georgetown University in Washington, D.C. and graduated with a Bachelor of Science Summa Cum Laude in 1992.

Jens Peers

CIO

Mirova

Jens Peers is CIO Sustainable Equities and Fixed Income of Mirova, a subsidiary of Natixis Investment Managers engaged in responsible investing. He joined Mirova in 2013. Prior to Natixis, Mr. Peers was head of portfolio management - environmental strategies for water, agribusiness and cleantech (renewable energy, energy efficiency and waste management) at Kleinwort Benson Investors, Dublin. He also was a financial analyst at BC Asset Management and a financial advisor at KBC Bank, Brussels. Mr. Peers began his career in 1998. Mr. Peers holds a master's degree in applied economics from the University of Antwerp, Belgium. He also is a CFA Charterholder and is a certified CEFA (Certified European Financial Analyst of the BVFA-ABAF - Belgian Association of Financial Analysts).

 

Andreas Pfunder

Founder & CEO

instiHub Analytics

Pfunder has 20 years of senior executive experience in the global asset management industry. For 11 years he held roles within operations, product development, marketing, strategy and sales at Fidelity International and AllianceBernstein before heading up leading data provider Strategic Insight's European and Asian operations. Pfunder founded data provider instiHub in 2015 and graduated from London Business School with an Executive MBA in 2003.

Matt Shafer

EVP, Global Wholesale

Natixis Investment Managers

Based in London, Matthew Shafer manages all wholesale and retail sales activities related to the distribution of the firm's Luxembourg and Dublin-domiciled mutual funds, and UK Open-Ended Investment Company (OEIC).
Shafer joined Natixis IM from Merrill Lynch where he was head of EMEA Sales, Offshore Funds, Alternative Investments and Managed Products. During his five years at Merrill Lynch he was responsible for managing and driving distribution, leading a team of specialists that provided education and guidance on portfolio construction, and spearheading the company's RDR project. Prior to Merrill Lynch, he held a number of senior roles at Bank of America.

Sergio Trezzi

Head of Retail Distribution, Europe (ex UK), Middle East & Latam

Invesco

Retail distribution includes fund selectors, wealth management & private banking divisions, financial advisory networks, insurance wraps and retail sub-advisory mandates.
Trezzi also co-leads the global private banking committee. In his long career within Invesco, Trezzi ruled and accomplished many strategic initiatives and projects, such as the European Strategic Distributors program and the launch of the PowerShares ETF range in Europe. He also represented Invesco Europe in many worldwide panels, such as the Offshore Product Development Worldwide Committee.
Prior to joining Invesco, he worked at Crédit Agricole Indosuez and JP Morgan, both investment banking and investment management in Milan, London, Paris and New York.
Trezzi is member of the Assogestioni Board (Italian mutual funds' association). He is also an associate professor of ‘‘Introduzione alla gestione di portafoglio'' at Università Cattolica del Sacro Cuore di Milano.

Panel Speakers

Nicolas Moussavi

Head of Mutual Fund Research

Lyxor Asset Management

Nicolas Moussavi, CAIA, Head of Mutual Fund Research, joined Lyxor as Senior Fund Analyst & Portfolio Manager in 2009 and was promoted to his current position in May 2014. He has been working as portfolio manager of mandates and dedicated funds advised by external investment advisors, on all asset classes in the Multi-Manager Investment Solutions Team. Before, he worked for SGAM Alternative Investments in the Structured Asset Management Department where he was in charge of selecting and analyzing underlying funds for structured products. Prior to join SGAM AI, Nicolas was assistant portfolio manager at Montpensier Finance.
Nicolas holds an Advanced Master in Financial Techniques from ESSEC Business School. Nicolas holds also a Master degree in Econometrics & Mathematics from Aix Marseille School of Economics. Nicolas is a CAIA Charter Holder.

Furio Petribiasi

Managing Director

Mediolanum Asset Management

Furio Pietribiasi is responsible for Mediolanum's business operations in Ireland and Luxembourg. He is managing director of Mediolanum Asset Management and Mediolanum International Funds, a member of the board of Mediolanum International Life and chairman of Gamax Management AG.
Pietribiasi is also an active member of the broader financial services industry, acting as former Chairman of the Irish Association of Investment Managers, Member of the Board of Financial Services Ireland and he is chairing its Fintech Taskforce group. On the Irish side, he is also co-chair of the Brexit Stream Anglo-Irish dialogue between the City of London and FSI. Pietribiasi has also been a member of various advisory groups at the Taoiseach Department in Ireland for asset management and fund industry.

Nick Samuels

Head of Manager Research

Redington

Nick joined the independent investment consultancy Redington in 2015 to build out the firm's equity research capability. Now Head of Manager Research, he leads a talented team who help institutional and wealth management clients around the world allocate to the funds that get them closer to their strategic goals. Nick is also a voting member of Redington's Investment Strategy Committee and works directly with a number of the firm's clients in the UK and Europe. Nick began his investment career in 2000 at Schroders, where he worked on the Asia and Emerging Market equity teams, before moving into manager research roles at investment consultancy Stamford Associates, South African multi-manager Momentum Global Investment Management and US multi-manager SEI Investments.

Kristina Teahan

Executive Director, Head of UK & Ireland Retail Client Business

Goldman Sachs Asset Management

Kristina is head of the UK & Ireland Retail Client Business at Goldman Sachs Asset Management (GSAM). The team is responsible for developing and growing the relationships with private banks, stockbrokers, fund of funds, Life Companies and IFAs. Prior to joining GSAM in 2010 Kristina worked at J.P.Morgan Asset Management in a third party sales role responsible for fund of hedge funds and family office clients. Kristina joined J.P.Morgan Chase & Co on their graduate programme in 2004. She graduated from Lund University, Sweden, in 2002 with a MSc in Business and Economics and also holds a post-graduate diploma from Ecole Supérieure de Commerce de Rouen, France. Kristina is a CFA charter holder.

Nick Wood

Head of Investment Fund Research

Quilter Cheviot

Nick heads up the Investment Fund Research team at Quilter Cheviot, which has dual responsibilities with both Quilter Cheviot and the Old Mutual Multi-Asset team. Nick graduated from Birmingham University with a degree in Economics and a Masters in Russian and Eastern European Studies. Nick spent the first 10 years of his career at Capital Group, the US Asset Manager, working as a Quantitative Analyst within the investment team. He subsequently spent 5 years at Investment Consultancy Stamford Associates within the Fund Research team. Nick is a Chartered Financial Analyst (CFA) Charterholder and an Associate of the Charted Institute for Securities and Investment (CISI).

Tom Caddick

Chief Investment Officer

Santander Asset Management UK

Tom Caddick has 20 years' experience in fund management and has held several senior fund manager roles during this time. Tom has overall responsibility for all investment activity within SAM UK, heading a team of investment professionals across a range of asset classes and strategies with more than £20 billion of assets under management and advice.
Tom is a Member of the Santander UK Risk Committee, UK Management Committee and chairs the UK Investment Governance Committee.
Before joining Santander Asset Management in January 2011, Tom was the Head of Multi Manager and Fund Selection at LV=Asset Management and prior to this a Fund Manager at F&C Asset Management (now BMO Global Asset Management) within the Multi Asset department.
Tom holds a BA (Hons) degree in Accounting and Finance