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20th June | 3 hours of CPD

The Art of Multi-Asset forums

Stirling/Falkirk

Airth Castle Hotel
09:30 AM | Stirlingshire FK2 8JF

The art of multi-asset forum gives you a behind the scenes look into the rigorous fund selection process carried out by Architas when constructing our multi-manager funds. Bringing together some of the leading, specialist fund managers in asset management; we will take a deep dive by asset class into some of the most successful funds we hold and how each fund contributes to the overall performance and diversification of our multi-manager portfolios.

Sheldon MacDonald

Deputy Chief Investment Officer, Architas

Sheldon co-manages Architas Multi-Asset Blended, Architas Multi-Asset Passive and Elite Fund ranges, as well as the Architas Diversified Real Assets, Architas Diversified Global Income and Architas Multi-Manager UK Equity Funds. He oversees fund selection and manages the products' asset allocation and investment strategies. He also leads fund manager research on multi-asset and money market strategies.

Before joining Architas in 2010, Sheldon was a fund of funds manager at Nedgroup Investments, part of Old Mutual Plc. As well as running a varietyof long only multi-asset strategies, Sheldon has extensive experience in the hedge fund space and, prior to joining Nedgroup Investments, was Head of Derivative Trading at Old Mutual Asset Managers in South Africa.

Sheldon has a BComm in Financial Accounting and Economics and holds the Investment Management Certificate (IMC) and is a CFA charterholder. He has 22 years of investment experience.

Mark Phelps

Chief Investment Officer – Concentrated Global Growth, AB

Mark Phelps is Chief Investment Officer of Concentrated Global Growth. Prior to joining AB in December 2013, he was president and managing director of Global Investments at W.P. Stewart & Co. From September 2008 to June 2013, Phelps also served as W.P. Stewart’s chief executive officer.

He originally joined W.P. Stewart & Co. (Europe) in February 2005 as a global portfolio manager. Prior to that, Phelps held senior positions with the Kleinwort Benson/Dresdner Bank organization in London and San Francisco, most recently serving as CIO for Global Equities at Dresdner RCM in San Francisco.

He holds a BA (Hons) in economics from the University of York and completed graduate studies at the Royal Military Academy Sandhurst. Phelps served in the British Army from 1981 to 1984, achieving the rank of Captain. Location: London

Richard Willoughby

Associate Product Manager, Franklin Templeton Investments


Rich Willoughby is the product manager for the Franklin Global, European and UK Equity strategies. Rich joined Franklin Templeton in October 2012. Prior to this, he worked at Deutsche Bank and HSBC in the asset management divisions. Rich holds a Bachelor of Science (Hons) from the University of Cardiff. He also holds an Investment Management Certificate (IMC) and is a Chartered Financial Analyst (CFA) charterholder.

Euan McNeil

Investment manager, Kames Capital

Euan McNeil is an investment manager in the Fixed Income team. He specialises in investment grade credit and co-manages two investment grade bond funds as well as several institutional portfolios. Euan joined us in 2003 from Britannic Asset Management, where he worked in the corporate bond team. Prior to that, he was an international equities manager at Blairlogie Capital Management. Euan studied International Business and French at the University of Strathclyde and has an MSc in Investment Analysis from the University of Stirling. He has 20 years’ industry experience.

Ben Heatley

Sales and Investor Relations, Nimrod

Ben joined Nimrod in May 2017. He began his career in 2010 as a Research Analyst at City of London Investment Group Plc before progressing to become a Portfolio Manager within the Emerging Markets Closed End Fund Team. He joined N+1 Singer Capital Markets Ltd as a Fund Analyst in 2015 before moving into Specialist Sales at Cantor Fitzgerald Europe in the Investment Companies Team. Ben read Economics at the University of Hertfordshire and has an MSc in Investment Management from Cass Business School in London. 

Stuart Podmore

Investment Propositions Director, Schroders

Stuart joined the Financial Institutions and Strategic Accounts team in December 2015 as Investment Propositions Director. Prior to joining Schroders, he held positions at JP Morgan as a Fixed Income Client Portfolio Manager serving the EMEA Funds business and Head of UK Strategic Alliances within UK Fund Sales.

He was previously employed by Barclays plc for over 8 years in a number of marketing and sales roles and was an Army Officer for 6 years with the Royal Regiment of Artillery. Stuart holds a B.A. in English Language and Literature from the University of Manchester. He is a Chartered Alternative Investment Analyst (CAIA) Charter Holder and holds the Investment Management Certificate from the CFA Society of the UK.

 

09:30 | Arrival and Registration

Please arrive through the main hotel lobby and follow the signs to the function room.

10:00 – 10:30 | Introduction from Architas and our investment process

Sheldon MacDonald, Deputy Chief Investment Officer, Architas

10:30 – 11:00 | Fixed income

Euan McNeil, Kames Capital

11:00 – 11:30 | UK equities

Richard Willoughby, Franklin Templeton

11:30 – 11:45 | Coffee break

Tea, coffee and light refreshments served.

11:45 – 12:15 | European equities

Stuart Podmore, Schroders

13:15 – 14:15 | Lunch

Hot food buffet served 

Featuring speakers from:

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