Speakers

Hear from our international and local speakers sharing insights and perspectives from the industry.


Keynote speakers

Major Tim Peake CMG

Tim Peake is an astronaut and a former International Space Station crew member.

His principal mission was an eventful and busy six months in space. In the first month after his launch Peake conducted a spacewalk to repair the Station's power supply.

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Iona Bain

Founder, Young Money Blog and Agency

Iona Bain is a financial journalist, speaker, author and blogger who started the pioneering Young Money Blog in 2011 and has become the UK's go-to voice on young personal finance.

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David Hazelton

Business Coach

With over 40 years’ experience of working with financial advisers, David is passionate about helping advisers achieve their goals by helping them continue to grow and evolve their businesses. David works with owner managed entrepreneurial advisers, running boutique practices with an emphasis on private clients. As a qualified business coach he is familiar with the challenges and obstacles that these businesses face.

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External experts

Alison Bostock

DIRECTOR,
PTL

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Alison Bostock is a Director of PTL, a leading professional trustee firm. Alison is a highly experienced professional trustee and is known both for her extensive technical knowledge and collaborative approach. She has been appointed as a professional trustee to a number of defined benefit and defined contribution schemes, ranging in size and structure.

Greg Wright

DIRECTOR, INVESTMENT ADVISORY

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Greg is a Director in KPMG’s Investment Advisory business and leads their Fiduciary Advisory proposition. Greg has led a number of high-profile fiduciary projects and has helped developed KPMG’s offering in recent years, for example the move to formally rate fiduciary providers and their products.

Erik Kemper

NON-EXECUTIVE BOARD MEMBER,
SBZ PENSIOEN

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Erik Kmeper is Manager Treasury and Investment Management at Menzis, a Dutch Healthcare Insurance company. He is also a member of the investment committee and a non-executive board member of SBZ Pensioen. His specialties are sustainable investments, impact investing, private equity, risk management, Solvency II, treasury, fiduciary asset management and governance.

Daniel von Preyss

EXECUTIVE DIRECTOR, HEAD OF PRIVATE
EQUITY INFRASTRUCTURE (EUROPE), IMPAX

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Daniel joined Impax in 2009 and has primary responsibility for investments in Europe. Daniel is a member of the investments committee. He is both involved in investments and is Head of Asset Management. Daniel has significant business and senior transactional experience with blue chip companies within the energy and utility sectors. Prior to joining Impax he was responsible for Babcock & Brown's Northern European infrastructure activities where he focused on regulated utilities, gas storage and broader power generation. Prior to this, Daniel was Director of Corporate Finance for the European Energy and Utilities team at Deutsche Bank with a strong focus on M&A activity in Europe and a member of Citigroup's Utilities team.

Karen Shackleton

INDEPENDENT TRUSTEE
PENSIONS FOR PURPOSE

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Karen has worked in the finance sector for over 30 years. She provides independent investment advice, through MJ Hudson Allenbridge, to the London Boroughs of Islington, Camden and Hounslow, and Warwickshire County Council pension funds. In 2017, she set up Pensions for Purpose, a collaborative information-sharing platform which aims to raise awareness of responsible, sustainable and impact investment amongst pension funds. She is a non-executive Chair of Resonance Ltd, a firm investing in real estate social impact opportunities, and Deputy Chair of the Strategic Investment Board for the Ministry of Justice.

Glenn Dixon

INDEPENDENT
TRUSTEE

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Glenn is currently a Trustee on three separate pension schemes, including undertaking the role of Chair on two of them. He has acted in the role of Trustee for over 15 years and over the last five years Glenn has had experience with four different fiduciary managers. The majority of Glenn’s full time working career was spent as Finance Director to the UK subsidiary of a Swiss owned industrials company.

Russell Investments speakers

Chris Davies

HEAD OF ADVISORY & INTERMEDIARY SERVICES

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Chris joined Russell Investments as Head of UK Distribution in July 2018. He is responsible for overseeing Russell Investments’ intermediary business in the UK and Ireland, working closely with a wide range of wholesale and retail clients.

Mark Spina

HEAD OF NORTH AMERICA ADVISORY & INTERMEDIARY SERVICES

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In this role, Mark leads the business unit focused on developing and executing strategies for Russell Investments’ advisor partnerships along with the firm’s client relationships in the wealth management and retirement channels.

Jihan Diolosa

DIRECTOR, UK INSTITUTIONAL

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Jihan is involved in providing advice to Russell Investments’ institutional clients across the EMEA region, covering areas such as governance, investment strategy and the design of growth and hedging portfolios.

Andrew Pease

GLOBAL HEAD OF INVESTMENT STRATEGY

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Andrew is responsible for the short to medium term forecasting and asset class valuation framework that guides the Russell Investments' enhanced asset allocation processes. He oversees a global team of investment strategists in Seattle, London and Sydney.

David Vickers

SENIOR PORTFOLIO MANAGER

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David joined Russell Investments in 2013 and heads the team responsible for the active management of the flagship multi asset growth portfolio. David also plays a key role in the formation of the firm’s dynamic and tactical asset allocation policy.

Pete Gunning

GLOBAL CHIEF INVESTMENT OFFICER

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Pete is based in Russell Investments’ in Sydney office. He is responsible for all aspects of Russell Investments’ business in the region and leads a team which delivers asset and actuarial consulting advice, capital markets research, implementation services, corporate master trust, funds management, alternative investments and fund administration to many of Australasia’s leading companies, government departments, community trusts, family offices and financial planning groups.

Jack Sparkes

ASSOCIATE DIRECTOR – WHOLESALE

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Jack is based in our London office and has been at Russell Investments for three years, where he is responsible for managing and developing relationships with wholesale clients and partners. He joined the firm from BlueBay Asset Management where he supported the institutional sales team. Jack grew up in the United Arab Emirates and as a millennial himself, he is passionate about saving for his future financial security and believes the most important thing is to start early.

Sophie Gilbert

Sophie Gilbert

HEAD OF AIS BUSINESS SOLUTIONS

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Sophie is the head of business solutions for Russell Investments’ North America adviser and intermediary solutions business. She is responsible for the team dedicated to helping advisers create better client journeys, drive growth and produce healthier businesses. The team coaches on topics that meet adviser needs across their lifecycle, from optimising their book, to evolving their practice to revolutionising their business. Sophie writes and speaks on a variety of topics, including behavioural finance, the global markets and economy, multi-asset investing, and women in investing.

Van Luu

HEAD OF CURRENCY AND
FIXED INCOME STRATEGY

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Van is based in Russell Investments’ London office. Having originally joined the firm in 2007, since 2015, together with the firm’s implementation services, he has been helping to design dynamic currency hedging strategies for pension funds and other institutional investors. He also conducts research and provides strategy advice in fixed income.

Jim Leggate

MANAGING DIRECTOR,
HEAD OF UK INSTITUTIONAL AND
MIDDLE EAST

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Jim joined Russell Investments in 2011 and today is based in London as Managing Director responsible for the U.K. Institutional, Middle East & Africa businesses. Jim is responsible for all business development, leading teams in London and Dubai and overseeing the day-to-day relationships with clients. He is also a member of the EMEA Executive Committee. Jim has over 26 years’ experience in financial markets serving a range of different institutions, including pension funds, sovereign wealth funds, insurance companies and private banks. and was instrumental in driving business growth in the Middle East, founding the Dubai office.

David Rae

MANAGING DIRECTOR, HEAD OF STRATEGIC CLIENT SOLUTIONS

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David leads the team responsible for developing investors’ portfolio strategies in light of their specific circumstances. David works with pension fund, insurance, and other clients across EMEA to build portfolio solutions to manage risks, including liability hedging, and generate the required level of returns.

Brett Deits

SENIOR PORTFOLIO MANAGER

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Brett joined Russell Investments in 2010. Based in Seattle, he is a portfolio manager on the firm’s private markets platform and oversees all private capital multi-manager funds and separate accounts across buyouts, venture, distressed, credit and natural resources. Additionally, Brett is a portfolio manager for multiple real estate multi-manager vehicles and separate accounts.

Gerard Fitzpatrick

HEAD OF FIXED INCOME
PORTFOLIO MANAGEMENT

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Gerard is directly responsible for managing Russell Investments’ fixed income funds based in EMEA and ultimately responsible for the performance of all of the firm’s fixed income funds globally. Gerard sits on the global investment strategy committee, investment leadership team and is a regular commentator on fixed income and wider market issues to the global media.

Paul Wharton

DIRECTOR, FIDUCIARY MANAGEMENT

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Paul joined Russell Investments in September 2016 based in London, where has a portfolio of fiduciary client relationships. His key responsibility is to partner with individual trustee groups, becoming an extension of their resources and helping to guide them through their investment journey.

Henk Radder

MANAGING DIRECTOR, AMSTERDAM

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Henk has a strategic and fiduciary role at Russell Investments and is a member of the solutions team based in Amsterdam. His expertise includes asset & liability management, asset allocation, hedging strategies, portfolio construction, manager selection, risk management, performance measurement, governance issues, responsible investing and alternatives.

Stephan Doran

Stephen Doran

CLIENT PORTFOLIO MANAGER

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Stephen joined Russell Investments in May 2019 as a Client Portfolio Manager based in London. He is responsible for representing the firm’s investment proposition to the external market. Previously Stephen was at HSBC Global Asset Management where he spent 14 years managing multi asset portfolios.

Logan Hilkin

IMPLEMENTATION PORTFOLIO MANAGER

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Logan joined Russell Investments in 2011 and assumed his current role as an Implementation Portfolio Manager in 2014. His primary responsibilities include portfolio implementation, performance analytics, development of investment strategies, and developing investment and operational infrastructure to meet the developing needs of the firm’s internal and external clients. His primary focus and expertise is in the design and implementation of optimized portfolios and management of index replications.

David Morton

ASSOCIATE DIRECTOR, UK FIDUCIARY MANAGEMENT

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Based in London, David’s responsibilities include assisting Trustees with setting investment strategy and developing a de-risking journey plan and is overseeing for day-to-day issues for his clients.

Joe Hemmant

GLOBAL HEAD OF EQUITY RESEARCH
INVESTMENT DIVISION

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Joe became the Global Head of Equity Research in 2016. Based in London, he is responsible for managing the team that performs equity manager research in support of Russell Investments’ client base. Joe is also a senior research analyst and is specifically responsible for the research and rank ownership of managers within the Global growth style universes.

Samantha Steele

SENIOR RESEARCH ANALYST

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Based in London, Samantha heads up private market research in EMEA and portfolio manager for some of our global impact and real estate separate accounts, at Russell Investments. She is a voting member of the Russell Investments Alternatives Subcommittee and serves on numerous Limited Partner Advisory Committees for fund managers.

Hannah Evans

SENIOR RESEARCH ANALYST

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Hannah joined Russell Investments’ London office in 2014 and is a Senior Research Analyst. She is involved in researching investment managers in the UK and Global manager universes. Hannah’s research is used in the provision of advice in the support Russell Investments’ client base.

Speakers

Our local and international team will be joined by independent experts.

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