Investment Insight seminar

Summary

“One investment engine” means we have a consistent approach to investing which is implemented in different ways across our range of multi asset funds.

Nancy Curtin, CIO, will set the scene by giving an overview of the macroeconomic environment and our central view.  The managers of our three multi asset fund ranges will then provide updates on how they are positioning their funds to manage the risks and capture the opportunities.

A buffet lunch will be provided and CPD certificates will be issued for all attendees.

Agenda

10:45     Registration and coffee

11:00     Investment Insight

Nancy Curtin - Macroeconomic environment and our central view

Riitta Hujanen - Close Portfolio Funds (directly invested)

Matthew Stanesby - Close Managed Funds (fund of funds)

Weixu Yan - Close Tactical Select Passive Funds (active-passive)

12:30     Lunch and networking with the investment team

Meet the speakers

 

Nancy Curtin, Chief Investment Officer

Appointed in 2010, Nancy oversees a successful, award winning team of 55 investment professionals with a highly disciplined investment process.

Nancy has over 20 years’ experience including Managing Partner, Fortune, where she ran an alternatives investment business, Schroders where she was Head of Global Investments for its $20bn Global Mutual Fund businesses and Barings where she was Head of Emerging Markets and served in a range of global asset allocation roles.

Nancy holds a bachelor’s degree in political science, summa cum laude, from Princeton University and an MBA from Harvard Business School.


Riitta Hujanen, Managing Director

Riitta joined Close Brothers Asset Management as Investment Director in July 2012, and was appointed manager of the Close Discretionary Portfolio Balanced Fund 1 April 2013 and of the Growth and Conservative Funds on 24 April 2013.
Before joining CBAM, Riitta held fund management positions at Schroder’s Investment Management and Montanaro Fund Managers in London.

Previously, she was Head of European Equities at OKO Asset Management in Finland and worked at SEB Gyllenberg where she established Finland’s first multi-asset SRI mutual fund.

Riitta holds an MSc. (Pol.) from the University of Helsinki and an MBA in International Finance from the Helsinki School of Economics and Business Administration.


Matthew Stanesby, Investment Director

Matthew joined Close Brothers Asset Management in 2007 and heads up the Manager Research team which is responsible for the research, selection and monitoring of fund managers. He is also a portfolio manager for the Managed range of multi-asset funds.

Matthew started his career in the actuarial and investment consulting world and worked within the life insurance, pensions and investment teams at Mercer and Aon. He graduated from Nottingham University with a First Class Honours Degree in Mathematics with Engineering.


Weixu Yan, Investment Manager

Weixu worked for Fortune Asset Management which was wholly acquired by Close Brothers Plc in 2010. He now heads up ETF research at Close Brothers Asset Management while managing the Close Tactical Select Conservative, Balanced and Growth Funds as well as the Close techMARK fund. His investment universe comprises a full range of passive (Index funds and Exchange Traded Products) investments across the equity, bond and alternative spectrums.

Weixu has an undergraduate degree in Business Studies and Economics from University of Manchester and an MSc in Investment Management with distinction from Cass Business School, London.

Location

Close Brothers Group Office, Auditorium
10 Crown Place, London EC2A 4FT

Get directions

Register for one of our events


How we use your information

By providing information regarding any specific dietary or accessibility requirements you have, you consent to us processing that information to ensure those needs are supported when organising your attendance at any of our events. This information may be shared with the venue or presenters.

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.