Managing Director & Head of Global Equity
PGIM Investments | Jennison Associates
Barribeau, CFA, is a managing director, the head of global equity, and a global equity portfolio manager at Jennison Associates, where he joined in April 2011. He was previously working at Loomis, Sayles & Company for more than 21 years, where he was the lead portfolio manager for the Global Equity Opportunities strategy, beginning in 2005. He also managed large cap growth portfolios from 1992 to 2010, serving as the lead manager from 1999 to 2010. Prior to his tenure at Loomis, Sayles & Company, Barribeau was an economist at John Hancock Financial Services. He received a BA in economics from the University of Vermont and a MA from the University of Maryland. He holds a CFA designation and is a member of the Boston Security Analysts Society and the National Association of Business Economists.
Global Head of Fixed Income
Janus Henderson Investors
James Cielinski is global head of Fixed Income at Janus Henderson Investors, where he oversees the firm's global fixed income platform. Cielinski joined Janus Henderson from Columbia Threadneedle Investments, where he was global head of fixed income. Prior to that, Cielinski was managing director and head of credit at Goldman Sachs Asset Management. He also served as head of fixed income for Utah Retirement Systems, as assistant manager of taxable fixed income for Brown Brothers Harriman & Co., and as equity portfolio manager for First Security Investment Management.
Cielinski has a bachelor of science degrees in management and finance from the University of Utah and, an MBA, with a finance concentration, from New York University -Stern School of Business. He holds the Chartered Financial Analyst designation and has 35 years of financial industry experience.
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.
Head of Global Investment Solutions
Columbia Threadneedle Investments
William Landes is head of Global Investment Solutions at Columbia Threadneedle Investments, where he joined in 2014. Previously, Landes worked as chief investment officer of the multi-asset business at Gottex Fund Management from 2008 to 2014. Prior to that, he was chief executive officer at 2100 Capital Group from 2004 to 2008. Landes started his investment career at Putnam Investments as chief investment officer of global asset allocation, global currency, and quantitative equity. He was also the firm's global head of investment research. Being part of the investment community since 1985, Landes received a B.S. in economics from the University of Findlay and a Ph.D. in finance from the University of Cincinnati.
Partner, Product Strategy
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 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 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).
Founder & CEO
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.
Head of International Retail Distribution
Goldman Sachs Asset Management
Phillips is head of the International Retail Client Business at Goldman Sachs Asset Management (GSAM) with responsibility for EMEA, Asia Pacific ex-Japan and offshore Latin America. He manages the distribution of mutual funds, separately managed accounts, and sub-advisory services through third party intermediaries such as banks, insurance companies, and independent financial advisers. Before assuming his current role in 2013, Phillips was co-head of European Distribution for GSAM and EMEA head of Retail since 2008. Phillips joined GSAM in 2000 responsible for UK third party sales and was named managing director in 2005, and partner in 2014.
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.
Head of Retail Distribution, Europe (ex UK), Middle East & Latam
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.
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.
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.
Head of Manager Research
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.
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.
Head of Investment Fund Research
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).
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