Retirement Money Show Webinar
Laith Khalaf

Laith Khalaf, Head of Investment Analysis - AJ Bell (AJB)

11.05 , 12.45

Laith Khalaf started his career in financial services at Hargreaves Lansdown in 2001, and has worked in a variety of roles across pensions and investments, covering both DIY and advised business. In 2007 he began to focus on research and analysis, and has since become a leading industry commentator, and a regular contributor to the financial pages of the national press. He’s a frequent guest on TV and radio, and for several years provided daily business bulletins on LBC. He now holds the position of financial analyst with AJ Bell, responsible for producing analysis and content focused on investments and personal finance topics for AJ Bell’s customers and the financial media.  

Matthew Tillett

Matthew Tillett, Lead Portfolio Manager - Allianz Global Investors

11.25 , 12.45

Matthew Tillett is lead portfolio manager for Brunner. He is also the lead portfolio manager on the UK Opportunities strategy. Prior to joining AllianzGI, Matthew worked at Datamonitor and the Office for National Statistics. He graduated from Bristol University with a first class degree in Economics and Economic History. He also holds a masters (with distinction) in International Political Economy from the London School of Economics. Matthew holds the IMC designation and is a CFA® charterholder.

Stewart Heggie

Stewart Heggie, Investment Specialist - Baillie Gifford

11.45 , 12.45

Stewart joined Baillie Gifford in December 2019 and is an Investment Specialist for Scottish Mortgage Investment Trust PLC. Before joining, he was a Portfolio Director at Cazenove Capital where he worked for over 14 years. Stewart graduated MA in Political Economy and Management Studies from the University of Aberdeen in 2001. 

Dan Whitestone

Dan Whitestone, Portfolio Manager - BlackRock (BERI)

12.05 , 12.45

Daniel Whitestone, Director, is Head of the Emerging Companies team, within the Fundamental Equity Division of BlackRock's Active Equity business. He is the lead Portfolio Manager for BlackRock Throgmorton Trust plc, BlackRock UK Emerging Companies Hedge Fund and BlackRock UK Emerging Companies Absolute Return Fund.

Dan's service with the firm dates back to 2013. Prior to joining BlackRock, Dan worked for UBS, where he was the head of the UK small and mid-cap sales desk and ranked the number one salesperson in the Extel Small/Mid-Cap sales ratings in 2011 and 2012. Prior to working at UBS, Dan joined Noble and Co in 2006 as a UK small and mid-cap salesman. He began his career at Accenture, in 2003 as a strategy consultant.

Dan earned a BA Hons degree in Combined Studies from the University of Newcastle-Upon-Tyne.

Andy Howard, Global Head of Sustainability - Schroders PLC (SDR)

12.25 , 12.45

Andrew Howard is a Global Head of Sustainability at Schroders. He joined Schroders in 2016 and is based in London.
Andrew was an Equity Analyst at Didas Research from 2013 to 2016, which involved independent investment research for long term investors.
He was an Equity Analyst at Goldman Sachs from 2007 to 2013, which involved heading GS SUSTAIN research team in London identifying long term investment opportunities across global industries.

He also previously worked at McKinsey & Co as a consultant and Deutsche Bank as Head of European Mining Research. Andrew started his investment career in 1997 as an Analyst covering the Steel & Mining sectors at Dresdner Kleinwort Benson. Andrew is a Senior Advisor to Critical Resource and on the Advisory Panel of the Future-Fit Business initiative.
Qualifications: MBA in Business Administration and Management from INSEAD; BSc in Economics from London School of Economics.

 

Jeremy Rogers, Chief Investment Officer, Big Society Capital - Schroders PLC (SDR)

12.25 , 12.45

Jeremy has over 20 years of experience in the investment and social sectors, with 12 years in impact investing. In the late 1990s Jeremy set up and ran JP Morgan’s European High Yield Trading group, growing it over ten years to be the market leader and becoming JP Morgan’s youngest Managing Director. He then became a partner at Praxient Capital, a multi-asset investment fund, before joining BSC as Chief Investment Officer in 2013. Since then BSC has helped establish over £2 billion of social impact investment vehicles supporting over 1,200 charities and social enterprises.

Jeremy has held multiple voluntary and non-executive roles at charities and social enterprises including the Princes Trust, Ashoka, Big Issue Invest and Pilotlight. Jeremy is a member of the Lankelly Chase Foundation’s Investment Committee, Access – the Foundation for Social Investment’s Joint Investment Committee and is a Senior Adviser to the Rockefeller Foundation Innovative Finance program.