morningstar inv cer speak aphiesmedia.morningstar.com/uk/events/mic15/micuk15_speaker_bios.pdf · 4...

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Morningstar® Investment Conference in association with the IFP12–13 May 2015, London Speaker Biographies

Geoff Balzano is head of adviser solutions for Morningstar in

Europe, the Middle East, and Africa. He was appointed to

this role in early 2014, whilst serving as chief executive officer

of Morningstar UK, a position he held until 2015.

As CEO, Geoff oversaw the rapid growth of Morningstar UK,

as well as several company acquisitions. Geoff has also led

Morningstar’s response to a number of industry challenges,

including the readying of the company’s adviser software

products and research for the UK’s Retail Distribution Review.

Muna Abu-Habsa is a senior analyst on the Morningstar

manager research team. She leads UK-based fund

research for the European and global-equity sectors, and

also covers UK-equity and property funds.

Muna joined Morningstar in 2006 and initially spent 18

months spearheading projects to improve the delivery of UK

fund data, and also serving as a performance and portfolio

methodology specialist for key clients. She then joined

Morningstar’s manager research team in 2007.

Muna holds a bachelor’s degree in economics, with first-class

honours, from the School of Oriental and African Studies

(SOAS), University of London. She also holds the Investment

Management Certificate (IMC).

Geoff Balzano

Head of Adviser Solutions,

EMEA, Morningstar

Muna Abu-Habsa

Senior Analyst, Morningstar

Clive Beagles has 25 years industry experience, he joined

JOHCM in September 2004.

Clive co-manages the JOHCM UK Equity Income Fund,

alongside James Lowen, and is one of the UK’s most highly

respected equity income managers. Prior to joining

JOHCM, Clive worked at Newton Investment Management

as Investment Leader, UK Equities and managed the successful

Newton Higher Income Fund for three years. Clive holds

a BA (Hons) in Economics and is an associate member of the

Institute of Investment Management and Research.

Clive Beagles

Senior Fund Manager,

J O Hambro Capital

Management Limited

Jackie Beard is director of manager research services for

Europe, the Middle East and Africa, responsible for

leading the European launch of Morningstar’s Manager

Research Services.

Jackie joined Morningstar in 2008 as director of fund

research for Morningstar UK and headed the roll

out of Morningstar’s qualitative fund research and ratings

for funds available for sale to UK investors. From mid-2010

Jackie focused on UK investment trusts and pioneered

greater transparency from closed-end funds on their holdings.

In 2012, she led the launch of Morningstar’s qualitative

research on closed-end funds for the UK market.Jackie Beard

Director of Manager

Research Services, EMEA,

Morningstar

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Holly Cook is managing editor of Morningstar.co.uk. The

website provides individual investors with investment

data, independent research and tools to help make better

investment decisions.

Holly welcomes over 500,000 visitors to Morningstar.co.uk each

week. Holly’s own editorials lean towards portfolio and

money management, with a particular focus on helping new

investors go beyond the jargon that can be a block to those

important first investing steps.

Holly holds a BA in Philosophy, Politics and Economics (PPE)

from the University of East Anglia and an MSc in Violence,

Conflict and Development from the School of Oriental & African

Studies (SOAS).

Holly Cook

Managing Editor,

Morningstar.co.uk,

Morningstar

Peter Eerdmans is co-head of Emerging Market Fixed Income

at Investec Asset Management. He is jointly responsible

with Werner Gey van Pittius for all global emerging market debt

strategies. Peter is also responsible for Asian markets within

the team.

Peter joined Investec Asset Management in 2005 from Watson

Wyatt, where he was responsible for bond and currency

research. Prior to his time at Watson Wyatt, he spent six years

as a senior portfolio manager responsible for global bond

management at Robeco, where he helped develop the

credit process and led on numerous projects improving the

process and tools of the department.

He graduated in 1995 with a Masters degree in Econometrics

from Erasmus University Rotterdam.

Peter Eerdmans

Co-Head of Emerging Market

Fixed Income, Investec Asset

Management

John Bennett has a 28-year track record of managing

European equities. He joined Henderson as a

Director of European Equities in April 2011, as part of

the Gartmore acquisition.

John manages a number of Continental and Pan European

funds as well as European long/short funds. He

received the Fund Manager of the Year 2014 award from

Finanzen-Verlag.

John joined Gartmore in 2010 from GAM where he spent

17 years as a fund manager. During this time he managed their

flagship European long only and European equity L/S

hedge fund, which was launched in June 1998. Prior to GAM,

John was a fund manager at Ivory and Sime and has

been a Member of the Chartered Institute of Bankers in

Scotland since 1987.

John Bennett

Director of European

Equities, Henderson

Global Investors

Jeremy Beckwith is director of manager research for

Morningstar UK, responsible for leading the team of analysts

who research open- and closed-end funds managed from

the UK, and who determine the Morningstar Analyst Ratings

for those funds.

Jeremy has more than three decades of investment industry

experience. Between 1990 and 1998, Jeremy led the

Merrill Lynch Global Asset Management UK team and went

on to lead the Merrill Lynch Investment Managers Europe,

Australasia and Far East Equities team.

In 2003, he was appointed CIO for Kleinwort Benson Private

Bank. More recently, Jeremy served as interim Chief

Investment Officer for Nutmeg, and was a founding partner at

independent financial adviser, London Wall Partners LLP.

Jeremy holds an MA in Economics from Cambridge University.

Jeremy Beckwith

Director of Manager

Research, Morningstar UK

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Nicholas J. Gartside, Managing Director, is the International

Chief Investment Officer of our Global Fixed Income,

Currency & Commodities (GFICC) group. In addition, he is the

co-manager of our multi-sector fixed income products

and serves on the Currency Investment Policy Committee (CIPC).

Prior to joining the firm in 2010, Nick was at Schroder

Investment Management for eight years, initially as a euro

government bond portfolio manager. In 2007, he

moved to the global bond team as a global government

bond portfolio manager and most recently served as the

Head of Global Fixed Income.

His previous roles were at Mercury Asset Management/

Merrill Lynch Investment Managers. Nick earned a

B.A. in History and Politics from Durham University and an

M.Phil. in International Relations from Cambridge

University. Nick is a CFA charterholder and holds the

Investment Management Certificate from the UK Society

of Investment Professionals.

Nicholas J. Gartside,

Managing Director,

International Chief

Investment Officer of Global

Fixed Income, Currency &

Commodities, J.P. Morgan

Asset Management

Katherine Garrett-Cox is Chief Executive at Alliance Trust,

PLC. Katherine is a Member of the Supervisory Board

of Deutsche Bank, a Founder Member of The CityUK and the

UK Prime Minister’s Business Advisory Group. She

has a BA (Hons) in History from Durham University and is a

Member of the UK Society of Investment Professionals,

CFA Institute. Katherine was nominated a Young Global

Leader of the World Economic Forum in 2005 and was awarded

a CBE in the 2014 New Year Honours List.

Katherine Garrett-Cox

Chief Executive,

Alliance Trust

Jose Garcia Zarate is a senior analyst on Morningstar’s

European passive research team, covering ETFs, ETPs and index

funds. Before joining Morningstar in 2010, Jose spent

seven years as a senior European government bond analyst

for 4cast, an economic consulting firm and financial market

research provider.

Prior to 4cast, Jose was a macroeconomic analyst and

Eurozone sovereign bond markets analyst for S&P MMS, and

previous to that a macroeconomic country analyst for

Hilfe Research, an economic consulting firm in London, for

two years. He began his career as an analyst intern for Spain’s

economic ministry, working in the external trade department

in the ministry’s Chicago office.

Jose Garcia Zarate

Senior Fund Analyst,

Morningstar

Simon Ewan is managing director for Morningstar Investment

Management Europe, working with the Morningstar

leadership team in setting and delivering business strategy

for Morningstar’s Investment Management business

in Europe, the Middle East and Africa.

Simon has more than 25 years of investment consulting and

asset management experience across the UK and Europe.

Before joining Morningstar, he was Executive Director, Head

of EMEAI Asset Owners and Consultants for MSCI, and

previously Global Head of Sales for Hermes Fund Managers.

Simon Ewan

Managing Director,

Investment Management

Group, Morningstar

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Dan Kemp is co-head of investment consulting and portfolio

management for the Morningstar Investment Management

group. He also oversees and supports Morningstar’s

Discretionary Portfolio Service and is a member of the Portfolio

Review Committee.

Dan joined Morningstar in 2014 from Albemarle Street Partners,

an investment consultancy partnership that he co-founded

in 2012. Prior to Albemarle, he worked for Saltus Partners,

managing the firm’s flagship Saltus Multi Asset Class Fund. He

also previously worked as fund manager and head

of fund research for Williams de Broë (formerly Christows). He

has 17 years’ experience in research, investment management

and investment consulting.

Dan Kemp

Co-head of Investment

Consulting and Portfolio

Management,


Group, Morningstar

Nizam Hamid is currently Head of Sales for WisdomTree

Europe, which is the European arm of WisdomTree

Asset Management, a world class provider of ETFs. He started

his career as a Quantitative Analyst in the 1990s and then

moved to Deutsche Bank as Managing Director, in

Portfolio and Index Strategy, where he spent 10 years building

their global ETF research strategy. After this role, Nizam

was Managing Director, as Head of Sales Strategy for EMEA at

Blackrock, where he was instrumental in a number of

new product development initiatives. He then moved to

Lyxor Asset Management. Whilst working at Lyxor, he

was a Managing Director, as Head of ETF Strategy and Deputy

Head of ETFs. Nizam managed the majority of ETF

product development and structuring, and worked closely

with external Delta One trading and sales desks across Europe.

Previous firms have also included the FTSE Group and

C8 Investments. Nizam holds a Degree in Economics from

the University of Liverpool.

Robin Johnson is co-head of investment consulting and

portfolio management for the Morningstar Investment Manage-

ment group. He also oversees and supports Morningstar’s

Discretionary Portfolio Service and is a member of the Portfolio

Review Committee.

Robin joined Morningstar in 2007 from Mellon Global

Investors, where he supported the institutional business

development of the multi-boutique asset management group.

Prior to that, he headed a team of analysts within the

research department at Bestinvest. Robin has more than 15

years’ experience analysing investment managers across

all asset classes.

Nizam Hamid

Head of Sales, WisdomTree

Europe

Robin Johnson, CFA

Co-head of Investment

Consulting and Portfolio

Management,


Group, Morningstar

Steve Gazzard has worked as Chief Operating Office at IFP

since February 2008 and is currently acting CEO. He

has 30 years of experience working in financial services, having

held a number of senior management and operational

roles in the UK, across the Financial Planning, Banking and

Investment sectors.

Steve has been a Governor at his local comprehensive

school since 2001 and is a passionate believer in education,

learning and development for all ages.

Steve Gazzard

CEO, Institute of Financial

Planning.

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Kenneth Lamont is a fund analyst for Morningstar.

Within the Morningstar research team, Kenneth covers

European passive funds.

Before joining Morningstar in September 2013, Kenneth

was a research analyst at Mergermarket, where he

covered the infrastructure finance sector and previously an

associate at Markit, where he held an operational role within

the portfolio valuations team.

Kenneth holds a MA in business economics and marketing from

the University of Dundee and an MSc in investment, banking

and finance from the University of Glasgow. In addition, he

holds the Chartered Alternative Investment Analyst designation.

Paul Mason is the economics editor of Channel 4 and a

regular columnist in The Guardian. He is the author of several

books, including Meltdown, an account of the 2008

crisis, and Why It’s Kicking Off Everywhere, about the Arab

Spring and Occupy movements. Prior to joining Channel 4 he

worked for 12 years covering business and economics

for BBC Newsnight. He is visiting professor of economics at

Wolverhampton University.

Kenneth Lamont

Fund Analyst, Morningstar

Paul Mason

Economics Editor,

Channel 4 News

Nick Kirrage is Co-head of the Global Value Team at Schroders.

He is a Specialist Value UK Equity Fund Manager with 12

years investment experience. Previously he was working as a

sector analyst responsible for a number of UK sectors including

Transport and Metals & Mining.

Nick’s investment career commenced in 2001 at Schroders.

Moreover he is a Chartered Financial Analyst and holds

a degree in Aeronautical Engineering from Bristol University

Nick Kirrage

Co-head of Global Value

Team, Schroders

Justin King is a Chartered and Certified Financial Planner

and a Master of Life Planning®. He holds the British

and International Standard in Personal Financial Planning,

BS:ISO 22222.

Justin founded MFP Wealth Management five years ago

to help people transition towards a fulfilling retirement and in

2014 jointly authored his first book with Martin Bamford,

Ready, Steady, Retire!. MFP Wealth Management is

an award-winning firm of Chartered and Accredited Financial

Planners and the first firm in the UK certified to British

Standard BS8577.Justin King

Managing Director, MFP

Wealth Management

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Prior to joining the regulator, Rory Percival worked in

the industry for around 20 years and has Chartered Financial

Planner status. He joined the regulator in 2006 and has

been involved with high profile projects such as pension

switching, structured products, platforms and intermediaries,

risk profiling, centralised investment propositions,

mystery shopping in banks, RDR implementation, RDR

adviser charges and services, non-advised/simplified advice and

due diligence on products and services.

Rory Percival

Technical Specialist,

Financial Conduct Authority

Daniel Needham is recently named president as well as chief

investment officer of the Morningstar Investment Management

group, effective 2 February 2015.

Daniel will take up the role of president in addition to his

role as global chief investment officer for Morningstar Invest-

ment Management, which he began in May 2013.

Daniel has a strong track record in building Morningstar’s

investment management and consulting business, and

has been a key member of Morningstar’s global investment

management team for several years. He formerly served

as CIO for Morningstar Investment Management Asia-Pacific.Daniel Needham, CFA

President and Chief

Investment Officer,


Group, Morningstar

Helena Morrissey was appointed CEO of Newton in 2001. In

2010, Helena founded the 30% Club, a cross-business initiative

to achieve 30% women on boards. She is chair of the IA

and Opportunity Now.

Helena was twice voted one of the 50 Most Influential People

in Finance by Bloomberg Markets Magazine. A Cambridge

philosophy graduate, she began her career as a global

bond analyst with Schroders in New York. Helena is married

with nine children.

Helena Morrissey, CBE

CEO, Newton,

Chair, Investment

Management Association

Mark Mobius, PH.D

Executive Chairman,

Templeton Emerging

Markets Group

Mark Mobius, Ph.D., executive chairman of Templeton

Emerging Markets Group, currently directs 50 analysts based

in Franklin Templeton’s 18 emerging markets offices and

manages the emerging markets portfolios. Dr. Mobius

has spent more than 40 years working in emerging markets

all over the world. He joined Franklin Templeton in 1987

as president of the Templeton Emerging Markets Fund, Inc.

Dr. Mobius earned bachelor’s and master’s degrees from

Boston University, and a Doctor of Philosophy (Ph.D.)

in economics and political science from the Massachusetts

Institute of Technology.

He is the author of the following books: Trading with China, The

Investor’s Guide to Emerging Markets, Mobius on Emerging

Markets, Passport to Profits, Equities - An Introduction

to the Core Concepts, Mutual Funds - An Introduction to the

Core Concept, Foreign Exchange - An Introduction to the

Core Concepts, Bonds - An Introduction to the Core Concepts,

Mark Mobius - An Illustrated Biography and The Little Book

of Emerging Markets.

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Amlan Roy is Managing Director and Head, Global Demographics

& Pensions Research for Credit Suisse Investment Bank.

His global macro-based research links Global Demographics &

Pensions to economic growth, debt, asset prices etc.

He presents to a global client base (30+ countries) and also

speaks at approx. 60 global annual conference events.

He is a Senior Research Associate of LSE’s Financial Markets

Group and guest professor for LBS’s Finance department.

Amlan had a distinguished university teaching career over

ten years at BU School of Management, University of

Iowa Business School and the University of London. Amlan has

a MA & Ph.D. in Financial Economics (University of Iowa),

an M.B.A. (Indian Institute of Management, Ahmedabad) and

a B.A. Honours in Economics with Maths (St. Stephen’s College,

University of Delhi).

Dr. Amlan Roy

Managing Director, Head of

Demographics and Pensions,

Credit Suisse

Mark Roomans is Chief Executive Officer for Morningstar in

the UK, where he is responsible for strategy and operations for

all of Morningstar’s business lines in the UK market.

Mark was previously Chief Operating Officer of Morningstar

Europe and co-Chief Executive Officer of Morningstar Australia.

He has also served as Head of New Markets, establishing

Morningstar’s operations in Mexico, Chile, Brazil, and

the United Arab Emirates, and as Chief Executive Officer for

Morningstar Spain and Morningstar Switzerland.

Before joining Morningstar in 2001, Mark worked in

professional investment roles for JP Morgan Investment

Management and Merrill Lynch Investment Management.

Mark Roomans

Chief Executive Officer,

Morningstar UK

Pawel Rokicki heads Investment Trends’ London branch, where

he brings his 15 years’ experience as analyst and

statistician acquired in Australia. Pawel has been involved

with Investment Trends research projects since 2004 and

currently leads our global suite of self-directed investor reports.

His area of focus includes equities, Exchange Traded Funds

and leveraged trading products. Pawel delivers insights to

C-level executives in the UK, Continental Europe, US,

Canada and Australia. He holds a Masters of Economics from

the Warsaw School of Economics.

Pawel Rokicki

Head of Research, UK,

Investment Trends

Matthew Radgowski is chief operating officer for the

Morningstar Investment Management group.

Matthew took up the role of COO in 2015. Prior to that, he

was managing director, Americas, for Morningstar

Investment Management. In this role, Matthew oversaw

day-to-day business operations and helped to guide strategy

and key initiatives for the Investment Management group’s

four U.S.-based business lines, including Investment Advisory,

Indexes, Retirement Solutions, and Managed Portfolios.

Matthew has more than 18 years of industry experience,

with leadership roles in companies that serve the

asset management, advisor, and retirement markets. He

held various positions at Ibbotson Associates from

1999 to 2006, including head of its retirement advice business.

Most recently, Matthew served as a managing director for

Horizon Investments, where he was responsible for

development of new managed account and registered

fund solutions. Before Horizon, he was a managing director

for Wilshire Associates.

Matthew Radgowski

Chief Operating Officer,


Group, Morningstar

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Cormac Weldon is head of Artemis’ US equity team. He studied

accounting and finance at Dublin City University, graduating

in 1987. He worked initially for KPMG before moving to Provident

Mutual in 1991, where he became a US equity analyst.

Between 1993 and 1997 he worked as a fund manager

for the British Gas Pension Fund. Cormac joined Threadneedle

in 1997, becoming head of the company’s North America

team and the lead manager of the respected Threadneedle

American Select, Threadneedle American Smaller

Companies and Threadneedle American funds in 2001, 2005

and 2011 respectively. He joined Artemis in 2014.

Cormac has managed the Artemis US Equity and US

Select funds since launch in September 2014 and the Artemis

US Smaller Companies Fund since launch in October 2014.

Cormac Weldon

Fund Manager, Artemis

Dr. Stephen Wendel is a behavioral social scientist and the

Principal Scientist at HelloWallet, where he conducts

hundreds of formal experiments to understand and improve

savings behavior.

His latest book, Improving Employee Benefits, shows how

to use behavioral economics to help employees to take

action on their benefits. In 2013, he published Designing for

Behavior Change, which describes HelloWallet’s step-by-

step approach to applying behavioral economics and

psychology to product design. He’s the founder of the Action

Design Network, which teaches behavioral techniques to

over 2,500 practitioners across the U.S.

Steve has two fun little children who don’t care about

behavioral science at all.

Dr. Stephen Wendel

Principal Scientist,

HelloWallet

Jeffrey Stafford, CFA, is a senior equity analyst for Morningstar,

covering agriculture and chemical companies. Before

joining Morningstar in 2007, he was a financial analyst for an

asset management firm for two years.

Stafford holds a bachelor’s degree in finance from the

University of Notre Dame and is currently pursuing a master’s

degree in business administration from the University of

Chicago Booth School of Business. He also holds the Chartered

Financial Analyst® designation.Jeffrey Stafford, CFA

Senior Equity Analyst

Morningstar, Inc.

Anna is founding Director of Addidi, a financial services

boutique for women. A Chartered Financial Planner and Certified

Financial Planners, Anna enjoys working with clients of all

shape and size, creating financial solutions that help them to live

a richer life.

She graduated from Hull University and has a Masters from

the London School of Economics. She has been nominated as

one of the Top 100 Adviser by the New Model Adviser.

Away from work, she is married and a mother of 2 girls. Her

interests are her family, travel and current affairs. She

has been a non executive director for the social enterprise,

Fair Finance since it inception in 2005.

Anna Sofat

Founding Director and

Wealth Advisor, Addidi

Wealth Ltd

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Mihir Worah is CIO Real Return and Asset Allocation and a

managing director in the Newport Beach office. He is

a member of the Investment Committee, a generalist portfolio

manager and head of the real return and multi-asset

portfolio management teams. Prior to joining PIMCO in 2001, he

was a postdoctoral research associate at the University

of California, Berkeley, and the Stanford Linear Accelerator

Center, where he built models to explain the difference between

matter and anti-matter. In 2012 he co-authored “Intelligent

Commodity Indexing,” published by McGraw-Hill. He

has 13 years of investment experience and holds a Ph.D. in

theoretical physics from the University of Chicago

Mihir Worah

Managing Director &

CIO Real Return and Asset

Allocation, PIMCO

Phil Young has held a number of roles supporting financial

advisers over the past 19 years, covering technology, regulatory

risk, business development and merger and acquisition.

He has been with threesixty since inception, originally as equity

partner and since 2010 as Managing Director.

Phil regularly for the trade press and adviser blogging site

www.adviserlounge.co.uk

Phil Young

Managing Director,

threesixty

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