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All Speakers

Alan McFarlane

Alan McFarlane

Dundas Global Investors – Guardian of the investment philosophy and head of research.

Former CIO & CEO of Walter Scotts & Partners, GAM, Ivory & Sime.

Former Chair of the University of Edinburgh Endowment Fund.

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Brian Bader

Brian Bader

Senior Vice President / Client Service and Marketing at Axiom Investors.

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Fraser Mackersie

Fraser Mackersie

Fraser is co-manager of Unicorn UK Income Fund, Acorn Income Fund and lead manager of Unicorn UK Growth Fund.

Fraser joined Unicorn in 2008 having previously held positions with F&C Asset Management and Geoghegan & Co Chartered Accountants. He graduated from the University of St Andrews in 2003 with a degree in Economics and Management and is also a Fellow of the Association of Chartered Certified Accountants.

The Unicorn UK Income Fund is RSMR rated.

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Greg Parsons

Greg Parsons

In addition to leading the business of Semper Capital as the CEO, Greg serves as Chairman of the Investment and Risk Management Committees and is also a member of the Compliance Committee. Prior to joining the firm in 2008, Greg served as an Associate Principal at McKinsey & Company in the Financial Services Group. Greg began his career over 20 years ago and served as a Captain and Infantry Officer in the United States Marine Corps. Greg earned an AB from Princeton University.

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James Klempster

James Klempster

James Klempster, Director of Investment Management

MA in Jurisprudence from the University of Oxford, CFA Charterholder, IMC

James joined Momentum in 2007 and celebrates 12 years with the business. As Director: Investment Management, he now leads the strategy for Momentum’s global multi-asset solutions and is responsible for performance delivery and day to day operation of the Global Investment Management Division. He has a passion for Outcome-based investing and is driven to ensure the business remains client-centric, heavily focussed on achieving client’s real-life goals.  James believes that a key focus on delivering client returns alongside unparalleled client relationships and first-rate administration is essential to ensure clients stay invested to their desired outcome.  James regularly features in the press and presents at various conferences all over the world.

Tenure at Momentum: 12 years, Industry experience: 15 years

 

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John Davies

John Davies

Investment Director at Seneca Partners, John has extensive experience of both buy-side and sell-side support in relation to fundraisings, mergers, acquisitions, refinancing and restructurings.

Since joining Seneca in June 2015, John has transacted in excess of £28m in over 30 rounds of EIS investments.

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Keith Ashworth-Lord

Keith Ashworth-Lord

Manager of the Buffettology Fund and Founder of Sanford DeLand Asset Management Limited, Keith’s career spans over thirty years in equity capital markets, working in company investment analysis, corporate finance and fund management.

Amongst other accolades the Buffetology Fund is Citywire AAA rated, has an FE 5 Crown rating and was included in Investors Chronicle Top 100 Funds of 2019.

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Max Ormiston

Max Ormiston

Max is Assistant Fund Manager to the Unicorn Outstanding British Companies Fund and supports Director & Senior Fund Manager, Chris Hutchinson. Max has been a member of the Unicorn investment team since joining the firm in 2014. Prior to joining Unicorn, Max spent four years with Brewin Dolphin, where he worked as an Investment Manager. Max is a CFA Charterholder and graduated with a BSc in Agribusiness Management from Newcastle University.

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Nick Johal

Nick Johal

Nick Johal joined Catley Lakeman in 2014 as Head of Fixed Income, previously spending 14 years at Barclays Capital, most recently running the Fixed Income team within Investor Solutions.  He is regularly invited to speak at the LSE and other industry conferences, gaining a very strong reputation in this area of the market.

 

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Paul Mattick

Paul Mattick

Dr Paul Mattick heads the Sales and Investor Relations team for the Mercia Growth Funds (EIS). He works directly with private clients and advisors to build the EIS fund raising capacity of Mercia. Paul oversees the administration and development of the EIS funds, and ensures that investors receive a high level of service, much of which is delivered through Mercia’s award-winning Investor Centre.

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Peter Walls

Peter Walls

Peter Walls joined Unicorn Asset Management as Managing Director in July 2001. Having established himself as a leading investment trust analyst Walls made the switch to Credit Lyonnais Securities in 1988, where he enjoyed a 13-year stint before joining Unicorn. In his present role, he takes charge of the Unicorn Mastertrust where he has proved himself to be a highly successful long-term fund picker who is similarly adept at exploiting often short term discount opportunities in the investment trust arena.

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Simon Moon

Simon Moon

Simon has been co-manager of the Unicorn UK Income Fund and Acorn Income Fund and lead manager of the Unicorn Smaller Companies Fund since 2013. He joined Unicorn Asset Management in 2008, since when he has been an active member of the Investment Committee. Prior to joining Unicorn Simon worked as a research analyst at JM Finn & Co. Stockbrokers and spent three years in the NHS graduate finance scheme.

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Tom May

Tom May

Tom is Chief Investment Officer at Atlantic House Fund Management and manages the Defined Returns Fund.

Tom was Head of the European Securitised Equity Derivative and Secondary Market Trading teams at Citigroup between 2005 and 2008, Mr May was responsible for a team trading all securitised derivative products on both primary and secondary markets. Mr May was instrumental in establishing Citigroup as a leader in both primary market innovation and secondary market trading for the UK private placement market. Prior to this, he was part of the Structured Equity Derivatives Trading team at Citi, with specific responsibility for Constant Proportion Portfolio Insurance and Delta 1 Trading.

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