Investment Insight seminar
Friday 20 September 2019, 10:45 - 13:00
“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.
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.
Close Brothers Group Office, Auditorium
10 Crown Place, London EC2A 4FT