ANDREW MILLIGAN
Investment Director – Head of Global Strategy
Standard Life Investments
Andrew Milligan joined Standard Life Investments in 2000 as Global Investment Strategist before being appointed Head of Global Strategy in January 2001.
Prior to joining Standard Life Investments, he was employed by HM Treasury, followed by Lloyds Bank where he was an Economic Adviser, and Smith New Court as an International Economist. In 1994 he was appointed Chief Economist with New Japan Securities Europe. He then moved to Morley Fund Management in 1996 to take up the position of Director of Economic Research & Business Risk.
Andrew is also a Governing Board member of the Technology Strategy Board, an executive non departmental public body established by the government to stimulate innovation in the UK. He is a Fellow and Council Member of the Society of Business Economists, the leading organisation serving business economists in the UK. He is a Fellow and Council member of the Royal Society for the encouragement of Arts, Manufactures and Commerce (RSA) Scotland Committee.
ADAM STEINER
CEO
SVG Investment Managers
Adam Steiner is CEO of SVG Investment Managers (SVGIM), a specialist manager of public equity funds and a leader in constructive corporate engagement, which he was instrumental in establishing in 2002. He has over 16 years of direct investment experience and prior to joining SVGIM was a director of UBS Global Asset Management where he was responsible for the management of over £1 billion of UK Smaller Companies equities and, previously, over £1.5 billion of Pan-Asian Equities. Adam achieved his AIIMR qualification and has a degree in History from Bristol University.
ALEXANDER GANCZ
Head of Bespoke Research
Société Générale
Alexander Gancz is Deputy to the Head of Global Research at Société Générale. He previously has been Head of Development of Societe Generale’s Cash Equity business and COO of its Equity Research department. He began his career in 1999, in Societe Generale’s Inspection Générale (group level internal audit).
Alexander Gancz has graduated in Law (University of Vienna Law School) and in Business Administration (Vienna WU), and holds a Masters in International Management (CEMS – HEC Paris). He is a CFA Charterholder.
BRYAN J RUDD
Senior Investment Manager
Cannon Asset Managers
Bryan J Rudd, B.Com (Hons) Investment Management
Bryan is the Global Portfolio Manager with Cannon Asset Managers, a deep value boutique asset management house in South Africa. Bryan works on global company research and analysis, and is involved with the investment process and asset allocation portfolios.
Bryan has 11 years investment and financial expertise and knowledge. Bryan is qualified in Investment Management and Economics and is currently a level 1 CFA candidate.
ELIZABETH PFEUTI
Equity Capital Markets Reporter
Financial News
GUNNAR T. MILLER
Global Co-head of Research
Head of European Research
RCM
Prior to joining RCM, Gunnar spent one year covering European semiconductors at Goldman Sachs in Frankfurt, and four years in New York as an analyst covering U.S. semiconductor capital equipment. Prior to joining Goldman Sachs, he spent five years as an analyst covering U.S. semiconductor capital equipment and electronics distribution at PaineWebber and Kidder, Peabody. Prior to this, he was a research associate, working with several analysts covering the semiconductor, asian electronics, and defense/multi-industry electronics industries. He ranked number one in the annual U.S. Institutional Investor poll from 1996 through 2001, after being voted number two in 1995, and ranked in the top four in the annual Greenwich Associates buyside poll from 1994 through 2001. He was also a member of the semiconductor research team ranked first by fund managers in the 2000 Reuters U.S. Larger Company Survey, was named one of Fortune’s 15 all-star analysts in 2000, ranked in the 2001 and 2000 Wall Street Journal Best On The Street survey, and ranked fourth among European semiconductor analysts in the 2002 Thompson Financial Extel Survey.
HENK SLOTBOOM
Founder
The Idea Driven Equities Analyses Company
Henk Slotboom has been an investment professional since 1983. During his career he held several research and sales positions at both domestic and international investment banks. At the end of the 1990’s, he was responsible for setting up the Dutch franchise of Julius Baer brokerage, where he held a position as general manager. A few years later, he joined Insinger de Beaufort as part of the management team and was co-responsible for restructuring the bank’s brokerage activities. Prior to founding the IDEA!, he decided to return to doing what he always liked most: combining research and sales, which he did at Van Lanschot Bankiers.
Mr. Slotboom has bachelor degrees in Economics and Law and earned the Dutch degree of chartered financial analyst at the VU-University in Amsterdam. During his career, Mr. Slotboom received various awards and earned several ratings, including Extel.
JEREMY ARMITAGE
Senior Managing Director
Global Head of Strategy Research
State Street Global Markets
Jeremy is responsible for the Strategy Research department of State Street Global Markets and is based in London.
Jeremy has been at the forefront of establishing our research agenda, having been appointed Head of State Street Associates in August 2000. This unique partnership was formed by State Street in conjunction with academic and practitioner thought leaders in the Finance profession.
Jeremy also represents State Street Global Markets on the Executive Committee for Environmental Sustainability and the Netherlands and Scandanavia Local Market Committee.
Prior to this role Jeremy worked for State Street in their London branch for eight years in a number of management positions within the Global Markets business and has assisted clients across the globe in providing solutions to complex investment problems. Jeremy has a BSc (Eng) in Computing Science from Imperial College, London, holds the CFA designation and serves on the board of the CFA Society of the UK.
JULIEN NEBENZAHL
Chief Executive Officer
DayByDay
Julien Nebenzahl, 40, is the CEO of DayByDay, the leading European independent research provider in technical and quantitative analysis of financial markets.
After a business management school at ESCEM, he qualified for a PhD of Monetary Economics at Paris X – Nanterre. He started working on equity financial markets as derivatives sales first.
He soon crossed the line and joined the buy-side in an asset management at Group Caisse d’Epargne. In charge of diversified funds, he found himself making more and more of his stock and bond investment decisions on the grounds of technical analysis.
After six years as a manager, he left to set up DayByDay. He built a team of senior analysts who had previously used technical analysis as a decision-making tool, as he had. That strong expertise was to be propped by a proprietary IT allowing excellent productivity, and flexibility of service to customers.
Julien completed his education with the Certified Financial Technician, delivered by International Federation of Technical Analysts, www.ifta.org . He has been Chairman of the French technician association AFATE (www.afate.com) from 2004 to 2007 and chairman of the 21th IFTA annual conference in Paris in 2008 and served as IFTA board member.
LOTHAR MENTEL
Chief Investment Officer
Octopus Investments
Lothar is Chief Investment Officer, heading up Octopus’ investment teams that invest in publically quoted companies and securities. He has a career background in investment and risk analytics and product design. Before joining Octopus, Lothar held senior positions with Commerzbank Asset Management, Barclays Wealth, Threadneedle and NM Rothschild. He has over 17 years’ investment management experience.
Lothar was educated in Germany and holds a postgraduate degree in Business and Economics. He is a regular commentator in the media on the global macro-economic environment, as well as contributor to industry conferences, publications and industry work groups.
NICK HILL
Business Development Manager
Financiele Diensten Amsterdam
Nick founded in 1988 Hilfe Ltd, an independent research company providing economic and political/policy analysis for both buy-side and sell-side clients.
After selling the company in 1997 Nick had spells as managing director of Lombard Street Research and did work for Oxford Economics.
Nick subsequently founded Independent Research Ltd, a sales and distribution outlet for (not surprisingly) independent research companies. More recently Nick has engaged as business development manager for Financiele Diensten Amsterdam (FDA), which provides independent equity research, macroeconomic analysis and investment advice for pension funds.
PETER J TWIST
CEO
IND-X (Holdings) Ltd and IND-X Securities Limited
With over 20 years experience in financial markets, Peter joined IND-X in mid-2007 as the founding member of the team and is the current CEO of both the Holdings Company and Securities Limited in London. Starting his career at Nomura International in the Japanese warrant markets, Peter has a vast experience of Asian markets in both the cash equity and derivative space, spending many years overseas in Asia including 10 years in Japan culminating as the Head of Equity Sales Division at HSBC Securities (Japan) Ltd. With a career grown out of the execution, sales trading and equity sales arenas, Peter’s experience and contacts are unrivalled and has ensured IND-X, from its inception, is perfectly positioned to satisfy future growth aspirations.