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WEBINAR ENDED
· 1 hour

Investment Markets January 2022 webinar - a briefing brought to you by Mattioli Woods

Thu, Jan 20, 2022 · 12:10 PM · London
Categories:
BUSINESS & FINANCE
Who can view:
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Chief Investment Officer
My first job was in the financial services profession more than 35 years ago and in 1998 I set up Thoroughbred Financial Services to advise mainly private clients on wealth management. The business merged with Atkinson Bolton Consulting in 2004, which was subsequently acquired by Mattioli Woods in 2013.

Alongside my role as Chief Investment Officer, I am part of the senior executive team for the Group and also Chair the Investment Committee and the Asset Allocation Committee. I regularly speak at national and international events, both within the profession and on behalf of Mattioli Woods. I have been leading our Investment Briefing webinars since we started them in April 2020. I am also a non-executive director at Amati Global Investors.
Webinar hosting presenter
Senior Investment Strategist
I joined Mattioli Woods in March 2020 as a senior investment strategist. I assist in asset allocation decisions in our multi-asset funds, as well as communicating investment views to our clients.

I have worked in the industry since 1989, including at JP Morgan Asset Management for 18 years, leaving at Executive Director level. I am also a visiting lecturer at King’s College (London University) in the department of political economy, specialising in monetary economics.

I gained a master’s degree in economic history from the London School of Economics and enjoy hill walking, skiing and Scandi crime thrillers.
Webinar hosting presenter
Investment Director
I joined Mattioli Woods in November 2020 as Investment Director working with the team managing the Multi-Asset Funds.

Having graduated in Economics from Swansea University in 1986, I have over 25 years’ experience as a fund manager in the investment industry managing a range of UK equity funds for Premier Asset Managers, Threadneedle and Legg Mason Investors. I was Head of Corporate Governance during my tenure at Threadneedle and sat on the Investment Committee of the ABI.

Prior to this, I worked in the private client investment management industry managing discretionary and advisory portfolios for Charterhouse Tilney and Harris Allday.

I am a member of both the CFA and the CISI.

Outside of working hours, I am kept busy by my family and young identical twins and enjoy playing tennis, football and taking my black Labrador retriever on long country walks. I am also interested in watching live sport, music and theatre and when I have the time, one of my hobbies is oil painting.
Webinar hosting presenter
Senior Investment Manager
Having worked in financial services since 1991, I joined Mattioli Woods in 2007 and have become a key member of both the Group’s Asset Allocation Committee and the Investment Research Team. I am also chair of the Portfolio Management Committee, a team responsible for the management of all discretionary non-multi-asset fund and tailored portfolios.

In my time since joining the company, I have been involved with creating wealth management strategies for high-net-worth individuals in addition to a number of final salary pension schemes.

I currently hold the Investment Management Certificate and the Investment Advice Diploma and I am an Associate of the Chartered Institute of Securities and Investment.
Webinar hosting presenter
Investment Manager
After graduating from Oxford University in 1998 with a degree in law, I undertook further legal education before starting work in the City.

I have worked in financial services for almost 20 years in varied roles including investment banking, investor relations and private client stockbroking, and joined Mattioli Woods as an investment manager in 2013.

I am especially interested in macro-economic issues and have responsibilities for both asset allocation and fund research as well as being a regular contributor to the company’s investment publications and seminars.

I completed the Masters in Wealth Management in 2012 and am a member of the CISI.
Webinar hosting presenter
Fund Manager
I graduated from the University of East Anglia with a first-class honours degree in business management, covering accounting, finance and economics. Having completed work experience with Standard Life and Rathbones, I joined Mattioli Woods in 2015.

I currently hold primary research responsibilities for global equities and commodities, as well as contributing to the Asset Allocation Committee and Equity Selection Committee. I have gained the CII Certificate in Investment Operations and the CISI Investment Advice Diploma, and I have also passed Level 1 of the CFA Program.

Outside of work I am an avid motorsport fan and occasional participant.
Webinar hosting presenter
Investment Analyst
Following her graduation with a first class Master of Arts degree, Lauren has worked within the financial services sector since 2013, joining Mattioli Woods three years later.

In this time Lauren has joined the Group’s Asset Allocation Committee as well as the Investment Research Team, becoming a key member of both. Lauren is also a member of the Portfolio Management Committee, a team responsible for the management of all discretionary non-multi asset fund and tailored products.

Since joining Mattioli Woods Lauren has become involved with fund selection, curating a preferred list of tax efficient investments. She has also created wealth management strategies for both individuals and corporates. Alongside this she has also taken an active role in managing the company’s Environmental, Social & Governance Policy.

Lauren has completed the Investment Advice Diploma and is an Associate of the Chartered Institute of Securities and Investment.

Outside of work Lauren is a big animal lover with four dogs. She also loves to read fiction with her favourite authors being the Brontë sisters and Angela Carter.

Webinar hosting presenter
Investment Manager
I joined Mattioli Woods in 2009 as a member of the wealth management administration team before moving across to the investment management team in 2010. Originally working as Investment Manager Support, I soon progressed to Investment Analyst before moving to Investment Manager in 2015.

I am a key member of both the Group’s Asset Allocation Committee and Investment Research Team. Alongside this I am a member of the Portfolio Management Committee, the team responsible for the management of all discretionary portfolios, and am the lead manager on our Diversified Income Portfolio. I am also the lead analyst for Private Equity, Absolute Strategies and Global Real Estate, and regularly contribute to the Group’s Monthly Marketing Commentary.

I hold the CII Certificate in Investment Operations, CFA Certificate in ESG Investing and CFA Certificate in Investment Management.
When not managing investments, I enjoy trying new foods particularly from street markets. I also enjoy trying to replicate some of the recipes from home but do not always enjoy the taste of what I have cooked!
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