Russell Investments

EMEA Summit 2022

Where others see uncertainty, these experts see potential.

Digital Summit | Thursday 27 January 2022

EMBRACE
THE POSS/BLETM

Thank you to our guests and speakers for joining us at this year’s Digital Summit. We are pleased to share our 2022 Summit summaries with you below, highlighting the key takeaways discussed, along with the panel discussion recordings.

2022 Digital Summit Summaries

Post-pandemic society changes and the impact on financial security – one-year on

At our 2021 EMEA summit we looked at the impact the pandemic was having on human behaviour, society, and the future of financial security for individuals. One year on, Thimon de Jong, futurist on society and technology, and senior leaders from Russell Investments David Rae, Head of Strategic Client Solutions, Kate El-Hillow, Chief Investment Officer, and Michelle Seitz, Chairman and Chief Executive Officer, revisit these topics and discuss how society has changed.

Read the snapshot

 


Global Market Outlook – The great moderation

In this session we look at the latest insights on inflation as well as world market and economic forecasts. Discussing the economic outlook and where opportunities may arise, we have Russell Investment’s Andrew Pease, Global Head of Investment Strategy, Michael Steingold, Senior Research Analyst, Vic Leverett, Head of Alternative Investment, and Hamilton Lane’s Andrew Schardt, Head of Global Investment Strategy.

Read the snapshot

 


Building a climate focused portfolio

The asset management industry continues to evolve dramatically in the environmental, social and governance space. In this session Rt Hon Amber Rudd, former Secretary of State for Work and Pensions, Jihan Diolosa, Head of Responsible Investing at Russell Investments, Emily Steinbarth, Senior Quantitative Research Analyst at Russell Investments, and Debbie Fielder, Deputy Head Clwyd Pension Fund at Flintshire County Council Deeside, look at the objectives that schemes should consider when building a climate response focused portfolio.

Read the snapshot

 

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Speakers

Conference host

 

Thimon De Jong

Paul Wharton

Head of Relationship Management, Russell Investments

Paul Wharton is Director and Head of Relationship Management for Russell Investments. In this role, he has responsibility for the entire UK client book, while also managing a small number of accounts. Paul has over 20 years of experience in the field of pension scheme investments, having worked in advisory, asset management and fiduciary management roles throughout his career.

Keynote speaker

 

Thimon De Jong

Thimon de Jong

Futurist in Business, Society and Technology

Thimon is an expert in changing human behaviour, societal and cultural trends and the effects they have for businesses and nations. He looks beyond the gimmicks of what the future might hold and considers how it will actually affect our lives, our jobs and our customers. He is an experienced trend specialist and consultant who puts societal changes and the dynamic behaviour of people in a strategic business perspective.

 

Andrew Pease

Andrew Pease

Global Head of Investment Strategy, Russell Investments

Andrew Pease is the Global Head of Investment Strategy for Russell Investments. He is responsible for the cycle, value and sentiment framework that guides the tactical positioning of Russell Investments’ actively managed funds. Andrew oversees Russell Investments’ global team of investment strategists in Seattle, London and Sydney. He is based in London and joined the firm in 2006.

 

Michelle Seitz, CFA

Rt Hon Amber Rudd

Former Secretary of State for Work and Pensions

Before serving as only the fifth woman to hold one of Britain’s Great Offices of State, Amber represented the UK at the Paris climate change conference as Energy and Climate Change Secretary. As Home Secretary she led calls for tech companies to take greater responsibility for the spread of radicalising content online. After also serving as Work and Pensions Secretary and Women and Equalities Minister, Amber left the Government amid the bitter arguments over the pursuing of a no-deal Brexit policy.

Panel hosts and panellists

 

Jihan Diolosa

Jihan Diolosa

Head of Responsible Investing, Russell Investments

Jihan is the Head of Responsible Investing and chairs Russell Investments’ Global Responsible Investing Steering Group. She has 20 years of industry experience and helps clients achieve their ESG goals, whilst also integrating Russell Investments’ approach to ESG across the investment process, and also at a firm-wide level to help ensure our corporate governance and sustainability efforts are reflected in our business strategy.

 

Michelle Seitz, CFA

Kate El-Hillow

Global Chief Investment Officer, Russell Investments

Kate El-Hillow serves as Global Chief Investment Officer for Russell Investments. Based in New York, Kate leads Russell Investments’ global investment team with responsibility for all aspects of the Investment Division including asset management, implementation and research. She also serves on the firm’s executive committee. Kate has more than 25 years of proven success in investment management roles. This includes deep expertise in outsourced CIO investment solutions and multi-asset portfolio management.

 

Michelle Seitz, CFA

Debbie Fielder

Deputy Head Clwyd Pension Fund at Flintshire County Council Deeside

Debbie is the Deputy Head of the Clwyd Pension Fund, a £2.4bn Local Government Pension Scheme and a member of the Wales Pension Partnership (WPP).

She represents The Clwyd Fund on both Private Markets and Responsible Investment working groups within the WPP and represents the WPP on the Responsible Investment Cross Pool Group and also the Scheme Advisory Board Responsible Investment Advisory Group.

The Clwyd Fund has investments with many Private Market managers and Debbie is a member on several of those investments Advisory Boards.

Debbie has also recently been appointed as a Non-Executive Director for Pensions For Purpose.

In her spare time, Debbie enjoys taking her dogs and grandchildren away camping and caravanning.

 

Joe Hemmant

Vic Leverett

Head of Alternative Investments, Russell Investments

Vic Leverett is the Head of Alternative Investments for Russell Investments. Vic manages Russell Investments hedge fund and private market teams to ensure the investment integrity of research and portfolio solutions. In addition, he oversees and coordinates the product strategy of alternative investments globally. Vic is a member of Investment Division Leadership team and Investment Strategy Committee.

 

David Rae

David Rae

Head of Strategic Client Solutions, Russell Investments

David Rae is Head of Strategic Client Solutions with Russell Investments. Based in London, he 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.

 

 

Thimon De Jong

Andrew (Drew) Schardt

Head of Global Investment Strategy, Co-Head of Direct Credit, Hamilton Lane

Drew is the Head of Global Investment Strategy at Hamilton Lane and serves as the firm’s Co-Head of Direct Credit. As Head of Investment Strategy, Drew is responsible for shaping strategic portfolio decisions across Hamilton Lane’s various investment strategies and product areas. In his capacity as Co-Head of Direct Credit, Drew helps oversee credit-related investment activities and co-manages the Direct Credit team. Drew is a member of the Investment Committee as well as the firm’s Executive Committee. Prior to joining Hamilton Lane in 2008, Drew focused on principal investing and advisory activities while at TCG Advisors, an Aerospace & Defense-focused merchant bank. Previously, Drew held positions with Holberg, Inc., a diversified private holding company, and he began his career in investment banking at Banc of America Securities.

Drew received an M.B.A from Duke University’s Fuqua School of Business and a bachelor’s degree in Economics from Cornell University.

 

Michelle Seitz, CFA

Michelle Seitz

Chairman and Chief Executive Officer, Russell Investments

Michelle is Chairman and Chief Executive Officer of Russell Investments. She is passionate about solving clients’ needs and about purpose-driven leadership. With more than 30 years of experience in asset management, Michelle previously spent 22 years with William Blair, 16 of which were on the firm’s executive committee and as head of William Blair Investment Management (WBIM), which had more than $70 billion in AUM under her leadership. Prior to leading WBIM, Michelle led the firm’s private wealth management business. Her previous experience also includes senior portfolio management roles with WBIM, Concord Investment Company and NationsBank.

 

Ruth Kent

Emily Steinbarth

Senior Quantitative Research Analyst, Russell Investments

Emily Steinbarth is a senior quantitative research analyst at Russell Investments focusing on the research and development of the firm’s in house equity strategies. In this role, Emily is involved in the continual development of global quantitative equity portfolios with a focus on ESG and decarbonisation strategies.

 

Joe Linhares

Michael Steingold

Senior Research Analyst, Russell Investments

Michael Steingold is a Senior Research Analyst in Private Markets for Russell Investments. Based in London, Michael researches private markets investments managers in the Asia-Pacific region and manages client portfolios of real estate, infrastructure and private debt investments globally.  

 

 

Charitable donations

Thank you. As a direct result of this event, Russell Investments donated to the following charities.

European Food Banks Federation

European Food Bank Federation

€ 1000

donated

Find out more here.

One Tree Planted
 

One tree planted

302

trees planted

Find out more here.

Any questions?

If you have any further questions surrounding the event, please get in touch.