UK and Europe Equity Forum

Monday 5 June, 2017

Corinthia Hotel, London | 09:15 - 17:15 


The UK & Europe Equity Forum is an exclusive one-day conference specifically targeted at individuals responsible for fund research and fund selection in the UK and Europe equity spaces.

Our panel discussions will facilitate feisty debate, workshops from our six sponsoring groups will allow for a deep-dive into individual funds and high profile external speakers will give fascinating insights into the macro picture. Our audience is deliberately small and our speakers of the highest calibre, giving a unique opportunity to really delve under the skin of this fascinating region. Please register now for this one-day event, which starts at 09:15 and concludes with networking drinks. Accommodation can be provided for those travelling from further afield.

We hope you can join us for this thought-provoking day.

UK and Europe

The UK and Europe are on the cusp of fundamental and enduring change: Relationships between countries are being redefined, national and supranational institutions challenged, and the political order redrawn. For the time being economic strength continues to drive markets higher, but can this endure?

For investors, the questions are complex: how can they insulate portfolios against seismic political shocks, such as a Le Pen victory in France? Or a disorderly Brexit? To date, markets have been largely unmoved by political turmoil, but volatility may emerge as this year's significant elections move closer.

This event gives the opportunity to explore these issues (and more) with some of the region's leading fund managers and external commentators.


Monday 5 June, 2017




Welcome address


Panel debate
UK in a New Europe, Moderated by Andrea Catherwood


Panel debate
Europe, Moderated by Andrea Catherwood




Workshops 1, 2, 3


Lunch with Peter Frankopan, historian at Oxford University


Workshops 4, 5, 6




Power close with Fredrik Reinfeldt, ex Swedish Prime Minister


Networking drinks and departures


Fredrik Reinfeldt

Fredrik Reinfeldt has been active in Swedish and international politics for over 25 years. He reinvented the Moderate Party (centre-right) creating the New Moderates and entered into an alliance with three other centre and centre-right parties. The four-party alliance won two successive elections and Fredrik, as Prime Minister, presided over two coalition governments (2006-2014) – the longest non-socialist government period in modern Sweden. During his time as Prime Minister, Fredrik reformed the Swedish economy and labour market, making Sweden one of the most competitive countries in Europe. More than 300,000 new jobs were created despite the financial crisis. The Swedish economy had higher growth rates and sounder public finances than many other European countries during his time in office. Sweden was also the only country in the EU that lowered its national debt during the financial crisis. He was elected as chair to the Extractive Industries Transparency Initiative (EITI) in 2016. The EITI is a coalition of stakeholders from government, civil society, oil, gas and mining companies and investors, working together to promote open and accountable management of natural resources. Additionally, in 2016, Fredrik was also appointed as a senior adviser at the Bank of America Merrill Lynch.

Peter Frankopan

Dr. Peter Frankopan is a historian at Oxford University, where he is Senior Research Fellow at Worcester College, Oxford, and Director of the Oxford Centre for Byzantine Research. He works on the history of the Mediterranean, Russia, the Middle East, Persia Central Asia and beyond, and on relations between Christianity and Islam. He also specializes in Medieval Greek literature, and translated The Alexiad for Penguin Classics (2009). Peter often writes for the international press, including The New York Times, The Financial Times and The Guardian and has contributed to many TV and Radio documentaries. He was recently profiled in China Daily, China's largest English language newspaper, and in Good Times (Pakistan) about his new book The Silk Roads: A New History of the World. In December 2015, Silk Roads was named as The Daily Telegraph's History Book of the Year 2015. In July 2016, the paperback topped the Sunday Times Non-Fiction charts.

Andrea Catherwood

As a main news anchor for Bloomberg Television, Andrea presented a weekday business program, Last Word with Andrea Catherwood, which focused on breaking news and the effect on the business market. Prior to this Andrea was a newscaster for ITV1 for nine years, anchoring programmes from both Washington and Iraq, and presented ITV1's flagship political programme The Sunday Edition. An experienced newscaster and broadcast journalist, Andrea has reported from around the world. She was the first British journalist into Mazar-i-Shariff in Afghanistan after the city fell to the Northern Alliance and was among the first British television journalists to visit Guantanamo Bay.


Group Boardroom speaker Panel speaker Download
AXA Investment Managers Chris St John David Page
BlackRock Adam Avigdori Adam Avigdori
Investec Asset Management Alastair Mundy Alastair Mundy
J.P. Morgan Asset Management Jon Ingram Jon Ingram
Man GLG Rory Powe Rory Powe
Schroders James Sym Azad Zangana


Chris St John
Potfolio Manager

Chris has been a portfolio manager at Framlington Equities since 2005 responsible for managing UK multi-cap and mid/small cap strategies. Prior to AXA IM, he was Lead Portfolio Manager on institutional and retail FTSE Small Cap portfolios at ISIS (now F&C Asset Management). Chris started his career at PricewaterhouseCoopers in 1995, latterly specialising in valuing unlisted businesses, before moving to Friends, Ivory & Sime as trainee fund manager. Chris holds a degree in Philosophy/Psychology from Durham University; he is also a Chartered Accountant.

David Page
Senior Economist, Research & Invest Strategy

As a Senior Economist within the Research and Investment Strategy team in MACS, David has been responsible for providing macroeconomic and market analysis, primarily on the US and UK economies.

Prior to AXA IM, David had spent nearly four years with Lloyds Banking Group where he worked as the primary fixed income macroeconomist, with specific emphasis on the UK. Before that, David had spent ten years with Investec, working most recently in the Securities team, providing macroeconomic advice for the Group, specializing in UK and European affairs; he initially joined Investec in the Treasury and Specialised Finance area, supporting interest rate trading activities. He started his career in the Government Economic Service in 1996, working most recently for the Debt Management Office, having initially joined in the Office of Electricity Regulation.

David holds a Master’s in Economics from the University of Warwick; as well as a Bachelor’s in Economics from the University of York.


Adam Avigdori

Adam Avigdori, Director and portfolio manager, is a member of BlackRock's UK Equity team in the Fundamental Equity division of BlackRock's Active Equity Group.

Mr Avigdori is Co-Head of the UK Income Fund, with a sector emphasis on Mining.

Mr Avigdori's service with the firm dates back to 2001, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006.

Mr Avigdori earned a BSc (Hons) in Management Sciences from UMIST in 2001.


Alastair Mundy
Fund Manager

Alastair Mundy is head of the Value team at Investec Asset Management having joined in 2000 from Morley Fund Management. Alastair manages a number of funds including the Investec UK Special Situations Fund and the Investec Cautious Managed Fund. He also manages the Temple Bar Investment Trust. Alastair graduated from City University with a Bachelor of Science degree in Actuarial Science in 1988.


Jon Ingram
Head of the Dynamic team

Jon Ingram, managing director, is a portfolio manager and head of the Dynamic team within the J.P. Morgan Asset Management European Equity Group. An employee since 2000, Jon was previously an analyst within the Dynamic team. Prior to this, he was a quantitative investment analyst in the currency group. He obtained an M.Eng (Hons) in Natural Sciences (Metallurgy) from Oxford University. He is a CFA charterholder.


Rory Powe
Portfolio Manager

Rory is portfolio manager of Man GLG Continental European Growth Fund1 (the “Fund”), having joined Man GLG in July 2014. Prior to this, he founded Powe Capital Management in 2001 and for 13 years managed its European funds. Before founding PCM Rory was a global partner at INVESCO, where he had started his career, and ran their flagship continental European strategy for 10 years. He graduated from Trinity College, Oxford University, in 1985 with a BA (Hons) in Modern History. Rory has 29 years of European equity experience.


James Sym
Portfolio Manager

James Sym is a Fund Manager at Schroders, responsible for the Schroder European Alpha Income Fund, Schroder European Alpha Plus Fund and co-manager of Schroder International Selection Fund European Equity Focus. He joined Schroders in 2013 and is based in London.

James was a Fund Manager at Cazenove Capital Management from 2007 to 2013, responsible for European portfolios which he continued to manage following Schroders acquisition of Cazenove in 2013.

Qualifications: CFA Charterholder; BSc in Natural Sciences (Mineral Physics) and Management Studies from Cambridge University.


The UK and Europe Equity Forum will take place at the Corinthia Hotel, London

Corinthia Hotel London
Whitehall Place
London SW1A 2BD
United Kingdom
T: +44 (0) 20 7930 8181


For those travelling from further afield, accommodation can be provided.