Preeti is a globally experienced investment and development banker with a 30-year track record associated with raising and managing institutional public and private development capital. Her role was built upon her experience as a pioneering global leadership fellow at the World Economic Forum, on the financing for development initiative, with the UN FFD Office. She served as CEO and president of FFD Financing for Development, a specialist development finance firm focused on financing the UN SDGs. She also managed the YES Global Institute, a practicing private sector think-tank for socio-economic development in New Delhi, building the impact investment ecosystem in India. Previously, she was an investment banker at HSBC, Rabobank, Lehman Brothers and JP Morgan.
Forces driving consumer/corporate change: The why
Preeti will discuss the importance of emphasising the development impact of capital and ensure that it helps raise the living standards for people around the world, particularly in the world's pre-frontier and frontier markets.
Dylan is co-founder and director of research for Last Word, a leading global financial publishing, events and research house and sister company to Investment News. He was the founding editorial director and responsible for creating our global brands including International Adviser, Portfolio Adviser and Expert Investor. His background is as a financial journalist, having worked on investment specialist titles for more than 20 years.
Natalie has been a journalist covering the retail asset management industry for 15 years. She spent much of this time at Incisive Media where she worked her through the ranks to acting editor, but also spent time at Fund Strategy and Research in Finance. She joined Last Word as editor of ESG Clarity in February 2020 and was promoted to global head of ESG insight in January 2021. She has a particular passion for supporting greater diversity within the investment and savings sector.
Natasha joined Last Word as deputy editor of ESG Clarity in October 2020. Prior to that, she was diversity editor at Citywire, and has also spent time freelancing as a journalist and editor for several financial services (and non-financial services) publications. She is particularly interested in women’s economic empowerment worldwide.
Ghadir leads a team of experienced investors specialising in global, international, emerging and small-cap equities. She is a member of Barings’ senior leadership team and a member of the European management team. Previously, she was head of the EMEA and global frontiers team and lead manager on the Barings Eastern European Fund. Having joined Barings as part of the global emerging equity team in 1997, she was appointed a director in 2001. Previously, she worked at BZW Asset Management, where she was an investment analyst focusing on the Middle East, north Africa and Latin America regions.
Andrew's role involves thought leadership, ESG integration and engagement. He is also a climate change specialist for Schroders’ Global Climate Change strategy. He joined Schroders in 2016, previously, he was an equity analyst at Didas Research and Goldman Sachs. He began his investment career in 1997 as an analyst at Dresdner Kleinwort Benson. He is a senior adviser to Critical Resource and on the advisory panel of the Future-Fit Business initiative.
Abbie is the fund manager of the Jupiter Global Sustainable Equities Fund, a strategy which invests in high quality companies leading the transition to a more sustainable world. Since joining Jupiter AM in 2006, she has dedicated her investment career to sustainable investing, with her team building and designing a rigorous investment framework that embeds all stakeholders into fundamental stock analysis. Abbie has received recognition for her investment performance, her approach to ESG integration and her contribution to address the structural hurdles that women in investment face. She also collaborates on several industry initiatives including as an author for the CFA Institute on Climate and Investing certificate.
Ladislas and his team are responsible for assessing the environmental and social impacts of companies and projects in which Mirova invests. Having participated in the creation of the company, he has worked on the development of the internal impact methodology and assessment tools. He also contributed to the implementation of innovative impact indicators on climate and biodiversity. Ladislas joined the group in 2010. He previously worked for PwC as a sustainability consultant in Paris.
Randeep joined M&G in 2005 as a fund managers’ assistant on the equities team. At different stages between 2013 and 2019 he was fund manager or deputy manager of the Global Themes, Managed Growth, Global Recovery, Global Select, Pan European Select and Positive Impact strategies. In November 2020, he became manager of M&G’s newly-launched Climate Solution strategy. Prior to joining, he worked for State Street in a fund accounting role.
Jessica is an integral part of the ESG/Impact fixed income strategy team and co-portfolio manager on the Core Impact Bond, Green Bond and Short Duration Impact Bond strategies. She is also responsible for covering sovereigns and local markets throughout western Europe. She is a frequent panellist and speaker at ESG and Impact conferences. Prior to joining the firm in 2008, she worked at Citi Global WM. Most recently, she covered developed market sovereigns, agencies and agency MBS at TIAA Investments.
Hortense leads Morningstar's environmental, social, and governance research efforts globally, with the objective of educating investors and providing them with the tools they need to evaluate funds through an ESG lens. Prior to assuming this role in February 2021, she was responsible for Morningstar's sustainability research in EMEA. Before transitioning to a dedicated ESG focus, she was European director of passive strategies research. She joined Morningstar as an ETF analyst in 2010 from Bloomberg, where she was a financial journalist.
Tim has been in the investment industry for 30 years. He is responsible for incorporating ESG into the investment process, covering the analysis of both funds and stocks along with portfolio management. ESG an area he has been passionate about since joining the industry, and he has managed portfolios in for more than 15 years. He also works closely with SJP’s responsible investment team and is a member of the SJP Asian Investment Committee. Prior to Rowan Dartington, he worked for a number of leading private client firms where he held senior positions.
Kate is responsible for assessing the social and environmental performance of companies in addition to monitoring emerging ethical themes. She also helps co-ordinate Rathbone Greenbank Investment’s stewardship and engagement activities. Since 2014, Kate has served on the admissions panel for the Social Stock Exchange, helping to assess and identify companies delivering social or environmental impact. She joined Rathbones in 2007.
Victoria joined EQ Investors in 2020 from Square Mile Investment Consulting & Research, where she was director, research and consulting. She is responsible for the fund research team and output, as well as covering various sectors including fixed income, property and alternatives. She also sits on the investment management, strategic asset allocation and fund selection committees. She began her career in financial services at Merrill Lynch Investment Managers, and gained experience at Rothschild Private Bank & Trust and Brewin Dolphin.
Simon joined Aberdeen Standard Investments (ASI) in 2014, and is responsible for the management and advice of over £32bn of assets. He is lead manager on the wholesale range of ASI multi-manager funds and manages similar ranges for some of ASI’s biggest clients. He also manages buy lists for third-party clients. Prior to joining, Simon was head of research at SWIP. Previously, he was at Cazenove in a similar role, and head of the discretionary Management service at Axa IM, with responsibility for both asset allocation and fund selection.
Gemma joined Quilter Cheviot in 2015 to develop its approach to responsible investment and lead the strategic direction across the business. She is a member of the investment oversight committee within Quilter Cheviot and is a member of TISA’s responsible and sustainable investment committee. She has more than 25 years of investment experience, and has spent the majority of that time focused on the charity sector, and specifically clients with complex responsible investment requirements.