Investment Club

New Year Investment Club 2018

Presentations

Presentation materials and recordings where available
Keynote
Financial Services
Wealth Management
Rathbones Private Office | 23/01/18
Rathbones Private Office
Rathbones
Keynote
Asset Management - Large
ESG
Jupiter - Ecology | 23/01/18
Jupiter - Ecology
Jupiter Asset Management Limited
Keynote
Asset Management - Boutique
Long/Short
Beverstone | 23/01/18
Beverstone
Beverstone
Keynote
Asset Management - Large
Private Equity
Barings Alternative Investments | 23/01/18
Barings Alternative Investments
Barings Global Advisers Ltd
Keynote
Asset Management - Boutique
Public Equity, Emerging Markets, China
EFG - China Digitilization | 23/01/18
EFG - China Digitilization
EFG Private Bank
Keynote
Keynote | Vincent Neate | 23/01/18
Keynote | Vincent Neate
Vincent Neate

Speakers

Personal bios and useful information
Rathbones
Keynote
Financial Services
Wealth Management
Jupiter Asset Management Limited
Keynote
Asset Management - Large
ESG
Beverstone
Keynote
Asset Management - Boutique
Long/Short
Barings Global Advisers Ltd
Keynote
Asset Management - Large
Private Equity
EFG Private Bank
Keynote
Asset Management - Boutique
Public Equity, Emerging Markets, China
Vincent Neate
Vincent Neate is an independent consultant who spent twenty years at KPMG where he was a Partner both in the Private Equity Group and in charge of the Sustainability Consulting practice. Since leaving KPMG he has taken his investment knowledge and sustainability knowledge and works with select clients to help them navigate the triple bottom line where environmental, social and financial performance meet. A Chartered Accountant by profession Vincent has served on non-profit and social enterprise boards and is a Fellow of the Institute of Environmental Management and Assessment and the RSA. “Ten years ago, Corporate Social Responsibility was something a department attached to marketing did and green was a colour. Today we have the Unilever Sustainable Living Plan, 1,859 organisations have signed the UN Principles of Responsible Investment, Al Gore is an ESG investor and everyone is offering impact investing. Has each evolution from CSR to impact investment changed anything? Is impact investing from KKR any different to impact investing from Triodos Bank? How would you know? If you want to invest for impact, where do you start? Over the course of the session I will try to answer all these questions and hopefully more. Impact investing is ubiquitous, it probably needs a roadmap.”
Keynote

Corporates

Company backgrounds and useful links.
Rathbones
Keynote
Financial Services
Wealth Management
Jupiter Asset Management Limited
Keynote
Asset Management - Large
ESG
Beverstone
Keynote
Asset Management - Boutique
Long/Short
Barings Global Advisers Ltd
Keynote
Asset Management - Large
Private Equity
EFG Private Bank
Keynote
Asset Management - Boutique
Public Equity, Emerging Markets, China
Vincent Neate
Keynote