Speakers and topics

IVCT Global Rates UCITS Fund

Jonathan Feeney
Co-Chief Investment Officer, Multi-Manager Business
Investcorp-Tages

Jonathan is Co-Chief Investment Officer of Investcorp-Tages’ Multi-Manager business and member of the Executive Committee. Portfolio Manager for discretionary hedge-fund portfolios, responsible for portfolio construction, manager selection, risk oversight and client engagement. Member of the Internally Managed Strategies Risk Committee, providing oversight of Investcorp-Tages’ internal hedge fund programme. Previously, Jonathan worked at Cazenove Capital Management in London, where he was a member of the Investment Strategy Group and Investment teams. He has also held roles in management consulting and quantitative analysis and has more than 25 years of investment experience. Jonathan holds an MSc in Economics and Finance from the University of Bristol and the Investment Management and Research qualification (IIMR UK equivalent of the CFA).

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Matthew Sethard-Wright
Head of Business Development
Investcorp-Tages

E: matthew.sethard-wright@InvestcorpTages.com
T: 020 3036 6054

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Mark Hartley
Director, Marketing & Investor Relations
Investcorp-Tages

E: Mark.Hartley@investcorptages.com
T: 020 3036 6084

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The case for Active Emerging Markets

Tarlock Randhawa
Investment Manager, Jupiter Origin
Jupiter Asset Management

Tarlock is an Investment Manager at Jupiter and was a managing partner of Origin Asset Management. Before joining Origin in 2005, Tarlock worked at Investec Asset Management where he was one of the architects of the company’s investment process and was a member of the Global Equity team. He also managed a number of charitable foundation portfolios. Prior to joining Investec, he trained as a general insurance actuary with PwC. Tarlock is a graduate of Brunel University with a BSc Joint Honours Degree in Mathematics & Management.

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David Hill
Director - North / Scotland / Ireland / IOM
Jupiter Asset Management

E: David.Hill@jupiteram.com
T: +44 (0) 20 3817 1710

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Chris Bishun
Head of Regional Business Development and Solutions
Jupiter Asset Management

E: Chris.Bishun@jupiteram.com
T: +44 (0) 20 3817 1582

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AI from the bottom-up

AI is often discussed as a monolith. Either service providers, datacentre operators, frontier model developers, and chipmakers all make money and the buildout continues apace, or they don't and the buildout slows. For bottom-up stockpickers, this framing ignores the medley of partnerships and negotiations which define competitive strategy in the space. A customer in one area may be a supplier in another and a rival in a third. Picking stocks within AI is not the same as simply betting on AI. In this presentation, we unpack the dynamics at play within the broader ecosystem, and a range of scenarios that could affect the individual players in different ways. In doing so, we'll discuss where we have found opportunities, whether it be the underappreciated beneficiaries and enablers of AI, or businesses that are largely agnostic to the buildout altogether.

Rob Perrone
Senior Investment Specialist, Orbis Investments
Orbis Investments

Rob joined Orbis in 2011. He is a member of Orbis’ team of investment specialists, with primary responsibility for covering the Global Balanced Strategy. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charterholder.

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Fiona Child
Head of Strategic Partnerships and UK Wholesale
Orbis Investments

E: Fiona.child@orbis.com

T: 07833 238690

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