Speakers

Division Director

Macquarie Group

Investing in a crisis: Allocating to infrastructure
Weak credit markets, rising inflation and the prospect of recession - it’s not easy being an adviser in turbulent times. Finding the right strategy to protect and grow client wealth can be difficult. How will you know if an investment decision made today will looks sensible down the track?

In this session, Neil Jones from Macquarie will explore the investment potential of infrastructure and how it can be used in your clients’ portfolios to deliver predictable returns throughout the cycle. Specifically, he will explore the income potential of infrastructure, it’s inflation-linked returns and get the bottom of why these assets demonstrate resilience during a downturn

Neil Jones joined Macquarie in 2007 in a new role to lead Macquarie’s entry into the UK funds management market. Neil is responsible for building relationships with intermediaries across retail and institutional sales channels, contributing to product development and ensuring a high quality of client servicing.

A key focus for Neil is the distribution of Macquarie Fund Group’s infrastructure products, including the CF Macquarie Global Infrastructure Securities Fund.

Neil has more than 10 years of experience in the UK funds management industry working in a variety of roles including Managing Director of Deutsche Asset Management’s UK retail business and CEO of Deutsche Life & Pensions Limited.

Neil started his career with Clerical Medical and subsequently Rothschild Asset Management. In 1997, he took on the role of Sales Manager for Northern England at Morgan Grenfell Asset Management (later Deutsche Asset Management) and was promoted to Sales Director in 1998.

Managing Director

Quantum Asset Management

UK Absolute Income Fund

Mark Mathias will look at the Quantum Asset Management UK Absolute Income Fund and the investment strategies it has employed to achieve positive growth in a falling market. Mark’s analysis of the strategy, risk management and returns that the fund generates will give a valuable insight in to how Quantum’s UK AIF outperforms it rivals.

Mark is founder and Managing Director of Quantum Asset Management, a specialist investment management firm. Quantum Asset Management specialises in commodities investments and quantitative funds, and was launched in 2003. They were awarded "Best Commodities Fund Manager 2005" by Global Investor Magazine.

Mark started his career in the City as a Fund Manager at Thornton Investment Management and holds an MBA from Cranfield School of Management. He has held various positions within investment including being MD of Finsbury Asset Management, running structured products at Legal & General, and marketing director of closed end funds at Henderson Global Investors.

Robert Oosterkamp

Portfolio Manager - Europe and Member, Global Securities Allocation Committee

Natixis Global Associates/AEW

Real estate securities: waiting for the entry point

Real estate securities are an attractive, cost efficient and liquid way to invest in real estate. This asset class has shown attractive returns in the past which has of course also have been affected by the volatility of the underlying real estate and equity markets. This sector tends, like most markets tends to overshoot on the upside and on the downside which gives attractive entry points. AEW Capital Management is one of the world’s leading real estate managers and has an excellent track record in this strategy.

Mr. Oosterkamp serves as Portfolio Manager for Europe and as a member of the Global Securities Allocation Committee. He is responsible for the construction of the European component of AEW’s global property securities portfolios. Mr. Oosterkamp, who is based in AEW’s affiliate office in London, joined AEW in 2005. He joined AEW from Kempen Capital Management, where he was a Senior Portfolio Manager for European real estate securities. During his tenure as Senior Portfolio Manager at Kempen, Kempen’s Orange European Property Fund received Morningstar’s highest rating among European Property Securities funds and the assets under management of Kempen’s real estate desk grew from €100 million to over €1 billion. Mr. Oosterkamp also has held positions with SFS, a pension fund in the Netherlands, and ING Bank. He has a decade of investment management and analysis experience, and is a graduate of the H.E.A.O. Business School in the Netherlands (B.A.) and the University of Amsterdam (M.B.A.).