The world has changed since 8 November. Nobody knows how Mr Trump’s presidency will unfold, but as investors we would emphasise one important development already underway – the shocking of the investment community out of a stale and pessimistic collective mindset.
Join Neptune in London for breakfast and presentations on Tuesday 7 March in the City or Wednesday 8 March in the West End, where we will discuss the opportunities – and risks – being created in 2017. Members of our Investment Team, including Chief Economist & CIO James Dowey, and Head of European Equities Rob Burnett, will share their outlooks and fund positioning for the year ahead.
Places are limited, so please book your place early to avoid disappointment.
For more information, please email us or call 020 7074 3601.
Speakers
Robin Geffen – Fund Manager & CEO
Robin founded Neptune Investment Management in May 2002 and is the architect of Neptune’s real world investment approach. He graduated from Oxford University in 1979 and began his investment career at Charterhouse J Rothschild before moving onto Eagle Star, York Trust plc and then Scottish Equitable, where he set up their pooled fund business. Robin joined Orbitex Investments Limited as Chief Investment Officer in 1997 and was most recently Global CIO – Pensions before founding Neptune.
James Dowey – Chief Economist & CIO
James is Chief Economist & CIO and a member of the Neptune Board. He leads Neptune’s global economic research and works closely with CEO Robin Geffen in managing Neptune’s investment process. Previously, James taught at the London School of Economics and Aberdeen Business School and worked in actuarial consultancy. He has a PhD in economic history from the London School of Economics and degrees in economics from Edinburgh University and King’s College, Cambridge University.
Rob Burnett – Investment Director & Head of European Equities
Rob is an Investment Director and Head of European Equities. He joined Neptune in June 2002 and in May 2005 became Fund Manager of the Neptune European Opportunities Fund. In addition, he undertakes global research on the financials sector. Rob graduated from Oxford University with a degree in Politics, Philosophy and Economics.
Mark Martin – Investment Director & Head of UK Equities
Mark is an Investment Director and Head of UK Equities and Fund Manager of the Neptune UK Mid Cap Fund and the Neptune UK Opportunities Fund. He also undertakes global research on the healthcare sector. In 2002, Mark graduated from Oxford University in Classics before qualifying as a solicitor at Allen & Overy in the Private Equity group.
Robin Milway – Investment Director & Head of Stock Strategy
Robin joined Neptune as Head of Stock Strategy in August 2016 and is and Investment Director and Lead Fund Manager on the Neptune US Opportunities Fund. Prior to joining Neptune, Robin was Head of Equity Research at EFG Asset Management, a subsidiary of Swiss private bank EFG International, since 2012. He was also Portfolio Manager for the New Capital Global Equity Conviction and Dynamic European funds, as well as managing the bank’s discretionary equity portfolio models. Robin was Portfolio Manager for the Cooper Investors Global Equity Fund from 2004 to 2011 and holds a degree in History & Environmental Management from Keele University.
Alistair Unwin – Fund Manager and CTO
Ali is Fund Manager of the Neptune Global Technology Fund and Manager of the company’s proprietary Technology Global Sector Model Portfolio. In March 2016 he was promoted to Chief Technology Officer, leading Neptune’s research into technological disruption across industries. Ali is also Assistant Fund Manager on the Neptune US Opportunities Fund. Prior to joining Neptune, Ali worked as innovations project manager at YouGov and as a technology analyst at Herald Investment Management. He graduated from Cambridge University with a first class degree in History and is a CFA Charterholder.
Thomas Smith – Head of Latin American Equities
Thomas joined Neptune in July 2009 and is Fund Manager of the Neptune Latin America Fund and Manager of the company’s proprietary Oil & Gas Global Sector Model Portfolio. Thomas is also an Assistant Fund Manager on the Neptune Emerging Markets Fund and the Neptune Russia & Greater Russia Fund. He has a Masters degree in Chemistry from Oxford University and is a CFA Charterholder.