Hear from our international and local speakers sharing insights and perspectives from the industry.
HEAD OF ADVISORY & INTERMEDIARY SERVICES
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.
HEAD OF NORTH AMERICA ADVISORY & INTERMEDIARY SERVICES
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.
DIRECTOR, UK INSTITUTIONAL
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.
GLOBAL HEAD OF INVESTMENT STRATEGY
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.
SENIOR PORTFOLIO MANAGER
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.
GLOBAL CHIEF INVESTMENT OFFICER
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.
ASSOCIATE DIRECTOR – WHOLESALE
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.
HEAD OF AIS BUSINESS SOLUTIONS
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.
HEAD OF CURRENCY AND
FIXED INCOME STRATEGY
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.
HEAD OF UK INSTITUTIONAL AND
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.
MANAGING DIRECTOR, HEAD OF STRATEGIC CLIENT SOLUTIONS
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.
SENIOR PORTFOLIO MANAGER
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.
HEAD OF FIXED INCOME
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.
DIRECTOR, FIDUCIARY MANAGEMENT
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.
MANAGING DIRECTOR, AMSTERDAM
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.
CLIENT PORTFOLIO MANAGER
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.
IMPLEMENTATION PORTFOLIO MANAGER
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.
ASSOCIATE DIRECTOR, UK FIDUCIARY MANAGEMENT
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.
GLOBAL HEAD OF EQUITY RESEARCH
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.
SENIOR RESEARCH ANALYST
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.
SENIOR RESEARCH ANALYST
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.
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