M&G - AIF Post Event 2018

Meet our speakers

Main Platform

Speaker

Jonathan Willcocks

Jonathan Willcocks joined the industry in 1986, beginning his career with Hambros Bank in the Investment Management Division. Having move into Investment Sales from Hambros, he joined Prolific as Regional Sales Manager in 1993 responsive for marketing mutual funds to intermediaries in East Anglia and West Midlands. Following the merger with Aberdeen in 1997, he became Investment Sales Director, having additional responsibility for clients in London and Switzerland. He moved to US investment house MFS in 2001 as Sales Director, responsive for sales into UK and Scandinavia before joining M&G Investments in February 2005 where he now Managing Director for Global Retail Sales. His current responsibilities include being a board member, distribution strategy and overseeing all sales channels in the UK , Europe, Middle East, Latin America and Asia. Jonathan is a Fellow of the UK Chartered Securities Institute, and a Chartered Wealth Manager. He also now sits on the UK IA Investment Funds Committee.

Speaker

Juan Nevado

Juan Nevado joined PPM (now M&G) in 1988 and is a member of the M&G Multi Asset team, with over 20 years of investment experience. In January 2011, Juan was appointed co-manager of the M&G Dynamic Allocation Fund and the M&G Episode Allocation Fund. In April 2015, he was appointed co-manager of the M&G Prudent Allocation Fund upon its launch. Prior to joining M&G, Juan worked as a bond economist at the Bank of Montreal, and before that, as an economist for the Commodities Research Unit, a private business consultancy specialising in macro/micro research on commodities markets. Juan has a BSc in economics from the LSE and an MA in economics from Warwick University.

Speaker

Guest Speaker - Pippa Malmgren

Since serving in the White House, Pippa has founded an advisory firm, co-founded robotics company, and written bestsellers on the world economy and leadership. She now advises the UK Department of International Trade and the MoD. She identifies actionable trends by weaving together geopolitics, technology, policy end economics. Pippa describes herself as an unusually optimistic economist.

Before launching her London-based asset management firm, Dr Philippa Malmgren was Deputy Head of Global Strategy at UBS. Her chief role is to help fund managers better understand how politics, policy and geopolitics will impact on the financial markets.

Whilst chairing and advising companies both in the UK and US, Pippa is also a Non Executive Board Member of the Department of International Trade in the UK, serves on the Ministry of Defence’s Working Group on Global Strategic Trends, and regularly features in lists of most influential economic figures in the world. She’s a frequent guest on the Today programme and Newsnight, and regularly presents CNBC’s Squawk Box. She also has a column in Investment Week and has written for both International Fund Investment and Institutional Investor magazines.

Filter by first name

A - F

G - L

M - R

S - Z

Speaker

Alex Araujo

Alex Araujo is the fund manager for the M&G Global Listed Infrastructure Fund and the M&G (Lux) Global Listed Infrastructure Fund which were launched in October 2017. He is also co-deputy fund manager of the M&G Global Dividend Fund since April 2016. Alex joined M&G in July 2015 as an embedded analyst with the Income team and has more than 20 years of experience in the financial markets.

He was previously at Bank of Montreal where he specialised in US and Canadian equities. Alex graduated from the University of Toronto with an MA in economics and is a CFA charterholder.

Speaker

Charles De Quinsonas

Charles joined the Retail Fixed Interest team in May 2014 as an emerging market corporate bond specialist and was appointed deputy fund manager of the M&G Emerging Markets Bond Fund in September 2015 and deputy fund manager of the M&G (Lux) Emerging Markets Hard Currency Bond Fund at launch in May 2017. He is also deputy fund manager of the M&G (Lux) Emerging Markets Income Opportunities Fund since its launch.

Charles has over seven years of emerging market corporate bond experience with a deep knowledge of high yield credit. Prior to joining M&G he worked at Spread Research in Lyon and New York, where he spent four years analysing a variety of high yield and emerging markets industrial credits. Charles holds a BBA from ESSEC Business School, a MSc in Corporate Finance from iaelyon School of Management and a BA (Hons) in Business & Finance from Sheffield Hallam University.

Speaker

Claudia Calich

Claudia Calich joined M&G in October 2013 as a specialist in emerging markets debt and has been fund manager of the M&G Emerging Markets Bond Fund since December 2013. She was also appointed fund manager of the M&G Global Government Bond Fund and deputy manager of the M&G Global Macro Bond Fund in July 2015.

In May 2017, Claudia was appointed fund manager of the M&G (Lux) Emerging Markets Hard Currency Bond Fund at its launch. Claudia has over 20 years of experience in emerging markets, most recently as a senior portfolio manager at Invesco in New York, with previous positions at Oppenheimer Funds, Fuji Bank, Standard & Poor’s and Reuters.

Claudia graduated with a BA (Honours) in Economics from Susquehanna University in 1989 and holds an MA in International Economics from the International University of Japan in Niigata.

Speaker

Craig Moran

Craig Moran was appointed co-manager of the M&G Prudent Allocation Fund on launch in April 2015. He has also been deputy fund manager on the M&G Managed Growth Fund since 2013 and on the M&amo;G Episode Allocation Fund and the M&G Dynamic Allocation Fund since 2011.

Craig joined M&G in 2005 as a performance and risk analyst and was later promoted as a fund managers' assistant to the Multi Asset team. In 2010, he became the team's investment analyst. Craig holds a bachelor of business degree from Queensland University of Technology and a masters in applied finance and investments from the Financial Services Institute of Australasia. He is a CFA charterholder.

Speaker

Dan White

Daniel White joined M&G in 2005 as a sector analyst and has worked closely with Richard Halle on the M&G European Strategic Value Fund since its launch in February 2008. He is deputy fund manager on the fund. In September 2013, Daniel was appointed fund manager of the M&G North American Value Fund.

He previously worked at Deloitte & Touche as an accountant. He graduated from the University of Southampton with a BSc in oceanography in 2001. In 2005, he qualified as a chartered accountant and is also a chartered financial analyst (CFA) charterholder.

Speaker

David Williams

David Williams is fund manager of the M&G Global Recovery Fund and deputy fund manager of the M&G Recovery Fund. He joined M&G in January 2004, having graduated from the University of Nottingham with a degree in economics.

David worked closely with Tom Dobell as a fund managers' assistant for three years prior to becoming deputy fund manager of the M&G Recovery Fund in September 2008. He is a CFA charterholder.

Speaker

James Tomlins

James Tomlins joined M&G in June 2011 and was appointed fund manager of the M&G European High Yield Bond Fund later that year. In January 2014, he became co-manager of the M&G Global High Yield Bond Fund after two years as deputy manager on the fund. James has also managed the M&G Global Floating Rate High Yield Fund since its launch in September 2014 and is co-fund manager of the M&G (Lux) Floating Rate High Yield Solution, launched in August 2017 and the M&G (Lux) Global High Yield ESG Bond Fund on launch in October 2017.

James is a specialist in high yield credit with more than 10 years’ experience in this sector. He was previously an analyst and then a fund manager at Cazenove Capital Management.

Before Cazenove, James was at KBC Alternative Investment Management; in the three years prior to that, he worked at Merrill Lynch Investment Managers. James is a CFA charterholder. He graduated with an MA in history and PgDip in economics from the University of Cambridge.

Speaker

Jim Leaviss

Jim Leaviss is Head of Retail Fixed Interest for M&G’s mutual fund range. He joined M&G in 1997 after five years at the Bank of England. As well as heading up the team, Jim is co-manager of the M&G Absolute Return Bond Fund and also manages the M&G Global Macro Bond Fund and the M&G European Inflation Linked Corporate Bond Fund.

He is deputy manager of the M&G Gilt & Fixed Interest Income Fund, the M&G Index-Linked Bond Fund and the M&G UK Inflation Linked Corporate Bond Fund.

Speaker

Johan du Preez

Johan du Preez has managed the M&G Japan Fund and the M&G Japan Smaller Companies Fund since joining the M&G Equity team in 2015. He began his investment career in 1998 as an analyst with Prudential Portfolio Managers, South Africa (PPMSA). In the following year, he became a senior portfolio manager and shortly afterwards, a director of PPMSA.

In 2004 Johan transferred to Prudential’s asset management business in Asia, where he specialised in Japanese equity as an investment director. He graduated from the University of the Witwatersrand with a B Econ Sc in mathematical statistics and actuarial science in 1992 and from the University of Cape Town with a M Com in economics in 2003. He is a CFA charterholder.

Speaker

John Weavers

John Weavers has been the fund manager of the M&G North American Dividend Fund since April 2015. In January 2016, he was appointed deputy fund manager of the M&G Global Dividend Fund before being joined by Alex Araujo as co-deputy fund manager in April 2016.

John is also the deputy fund manager for the M&G Global Listed Infrastructure Fund and the M&G (Lux) Global Listed Infrastructure Fund which were launched in October 2017.

Prior to April 2015, John was deputy fund manager of the M&G Pan European Dividend Fund and the M&G Dividend Fund for two years. John joined M&G as a graduate in 2007 and worked as an analyst in the Equity Research team before joining the Income team in January 2012. He graduated from Oxford University with an honours degree in politics, philosophy and economics and is a CFA charterholder.

Speaker

John William Olsen

John William Olsen, a Danish national, joined M&G in April 2014, and was appointed fund manager of the M&G Global Select Fund and M&G Pan European Select Fund in July 2014. He was later appointed manager of the M&G European Select Fund and deputy manager of the M&G European Smaller Companies Fund in July 2016.

John William joined M&G from Danske Capital, where from 2002 he had managed non-domestic equity portfolios, including the Global Stock Picking and Global Select equity funds, and also the European Select strategy.

He joined Danske Capital in 1998 as a fund manager on the domestic Danish equities team, and in 2000 also became a global sector analyst focusing on technology and telecommunications stocks. John William gained a BA in business economics and then an MSc in finance and accounting from Copenhagen Business School.

Speaker

Leonard Vinville

Léonard Vinville joined M&G in 2002, and since then has been managing the convertibles allocation of the Prudential With Profit Life Fund. He has also been responsible for managing tahe M&G Global Convertibles Fund since its launch in July 2007. Both funds are run with the same investment approach and with an emphasis on generating strong risk-adjusted returns.

Prior to joining M&G, Léonard was head of European convertibles at AGF Asset Management in Paris, where he managed convertibles and French equity mandates. He has an MBA and is qualified as a chartered accountant.

Speaker

Maria Municchi

Maria Municchi is deputy manager of the M&G Episode Income Fund and M&G Income Allocation Fund. Maria initially joined M&G in 2009 and was part of the Multi Asset and Convertibles teams providing support as investment specialist. Before joining M&G, Maria worked at Barings and UBS Asset Management. She has an MSc in international management and finance and is a CFA charterholder.

Speaker

Michael Bourke

Michael Bourke joined M&G in March 2015 as a dedicated analyst to the M&G Global Emerging Markets Fund and the M&G Asian Fund. Prior to M&G, Michael spent 10 years working as an emerging markets equities analyst and portfolio manager for Legg Mason and FPP Asset Management.

He previously held a number of equity-derivatives related-roles at Deutsche Bank. Michael graduated from the University of Manchester with a BSc in computer science and accounting. He also has an MSc in international banking and finance from Heriot-Watt University.

Speaker

Phil Cliff

Phil Cliff joined M&G in January 2012 and was appointed fund manager of the M&G Pan European Dividend Fund in April 2012. He also became fund manager of the M&G Dividend Fund in July 2013 and the M&G European Select Fund in July 2017.

Phil was previously Head of European equities at Occam Asset Management and prior to that managed pan European equity portfolios at Threadneedle, where he was AA-rated by Citywire.

Speaker

Richard Halle

Richard Halle joined M&G in 1999 as a sector analyst focusing on insurance. Since 2002, he has been managing various institutional mandates on a European value strategy, and in 2008, he was appointed fund manager of the M&G European Strategic Value Fund upon its launch.

Before joining M&G, Richard worked as a security analyst for the Sedgwick Group. He graduated from the University of Natal in South Africa with a bachelor of commerce and is a chartered financial analyst (CFA) charterholder.

Speaker

Richard Woolnough

Richard Woolnough joined M&G in January 2004 and is fund manager of the M&G Optimal Income Fund, the M&G Corporate Bond Fund and the M&G Strategic Corporate Bond Fund, three of the company's flagship fixed interest funds.

Richard began his career at Lloyds Merchant Bank in 1985, moving to Italian insurer Assicurazioni Generali two years later, followed by SG Warburg. In 1995, he became a fund manager at Old Mutual. Richard graduated from the London School of Economics with a BSc in economics.

Speaker

Stefan Isaacs

Stefan Isaacs is Deputy Head of Retail Fixed Interest for M&G's mutual fund range. He joined M&G as a graduate in 2001 and was subsequently promoted to corporate bond dealer specialising in high yield bonds and euro-denominated credit. Stefan joined the fund management team in 2006 and was appointed fund manager of the M&G European Corporate Bond Fund in April 2007 and the M&G Global High Yield Bond Fund in October 2010.

He is co-fund manager of the M&G (Lux) Floating Rate High Yield Solution, launched in August 2017 and the M&G (Lux) Global High Yield ESG Bond Fund on launch in October 2017. Stefan is also deputy fund manager of the M&G Optimal Income Fund, the M&G European High Yield Fund and the M&G Global Floating Rate High Yield Fund.

Speaker

Steven Andrew

Steven Andrew joined M&G in 2005 as a member of the portfolio strategy & risk team, before moving to the Multi Asset team, where he helped to formulate asset allocation strategies for M&G's multi-asset fund range. In November 2010, Steven was appointed manager of the M&G Episode Income Fund. Three years later, he became manager of the M&G Income Allocation Fund upon its launch.

Steven began his career at the Bank of England in 1987 and subsequently worked at F&C Asset Management and Merrill Lynch before joining M&G. He holds a BSc (Hons) degree in financial economics from the University of London.

Speaker

Stuart Rhodes

Stuart Rhodes has been the manager of the M&G Global Dividend Fund since its launch in July 2008. He was appointed deputy manager of the M&G North American Dividend Fund in April 2015. Stuart joined M&G in 2004 as a global equity analyst after graduating from Bath University with a degree in business administration. He is a CFA charterholder.

Speaker

Tristian Hanson

Tristan Hanson was appointed fund manager of the M&G Global Target Return Fund upon its launch in December 2016. Tristan has over 15 years of experience in asset management and joined M&G in April 2016 from Ashburton Investments, where he started in 2008 and was appointed Head of Asset Allocation with responsibility for global multi-asset funds in 2010. Prior to this, Tristan worked as a Strategist at JP Morgan Cazenove from 1999 to 2006, covering equities, fixed income and currencies.

Tristan holds a Master in Public Administration in International Development from Harvard University’s Kennedy School of Government and a BA (Hons) in Economics from Durham University. He is a Chartered Fellow of the CISI.

Speaker

William Nicoll

William Nicoll joined M&G in 2004 and is Co-head of Alternative Credit. He is responsible for the development of various products, including credit solutions for institutional investors, social housing and other aspects of non-bank lending.

Prior to joining M&G, William was Head of European Credit at Henderson Global Investors and before this had worked at Cazenove & Co in corporate bond research and fund management. William graduated from Trinity College, Cambridge University with a degree in Natural Sciences. He is a CFA charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investment.

Speaker

Wolfgang Bauer

Wolfgang Bauer is co-manager of the M&G Absolute Return Bond Fund and deputy fund manager of the M&G Global Corporate Bond Fund and the M&G European Corporate Bond Fund. Wolfgang has been part of the M&G Retail Fixed Interest team since January 2014, focusing on US investment grade credit.

He initially joined M&G in 2012 as part of its Investment Graduate Programme, having gained a PhD in chemistry from the University of Cambridge. Following a series of rotations around the business, he joined the Real Estate Finance team in August 2013 as an analyst. Wolfgang holds the Investment Management Certificate (IMC) and is a CFA charterholder.

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