Meet the Speakers at the
Quality-Growth Conference
Michael Mauboussin
Head of Consilient Research for Counterpoint Global
Michael Mauboussin is Head of Consilient Research for Counterpoint Global. He joined Morgan Stanley in 2020 and has 38 years of investment experience. Prior to joining the firm, he was director of research at BlueMountain Capital Management, head of global financial strategies at Credit Suisse, and chief investment strategist at Legg Mason Capital Management.
Additionally, Michael is an adjunct professor of finance at Columbia Business School and chairman emeritus of the board of trustees at the Santa Fe Institute. Michael earned an A.B. in government from Georgetown University.
Fabio Cecutto
WTW
Fabio heads the Focused Equity manager research team at Willis Towers Watson, leading the research efforts on concentrated, unconstrained active equity portfolios. Fabio has also been involved in long-short, quantitative and Smart Beta equity research. Fabio works with large institutional investors globally to construct and manage equity portfolios, and is part of the Investment Committee responsible for managing Towers Watson Investment Management’s Global Equity Focus Fund.
Fabio is the equity research specialists to the Portfolio Management Group, involved in managing discretionary portfolios for Willis Towers Watson fiduciary clients. Prior to joining Willis Towers Watson in 2006, Fabio worked with JPMorgan Asset Management in its multi-manager division. He previously worked as a sell-side analyst at Banca IMI, part of Intesa San Paolo. Fabio has a MSc in Economics and Finance from the Bocconi University in Milan and is a CFA charterholder.
David Souccar
Vontobel Asset Management
David Souccar has been a Portfolio Manager for Vontobel’s Quality Growth Boutique since 2016. He joined Vontobel Asset Management in April 2007 as Senior Research Analyst and was promoted to Portfolio Manager on the firm’s International Equity strategy in June 2016. In addition to his portfolio management responsibilities, he continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on the Energy, Industrials, Real Estate, and Utilities sectors.
Prior to joining Vontobel Asset Management, from 2005 to 2007, he was a Senior Investment Analyst at Federated Investors. From 1998 to 2005, he worked as a Sell-Side Analyst at Morgan Stanley. He began his financial career in 1996 at McKinsey & Co. where he worked as a consultant until 1998.
David received a Master of Business Administration in Finance and Management from New York University’s Stern School of Business and a Bachelor of Science in Chemical Engineering from Escola de Engenharia Maua in Brazil.
Mark Yockey
Artisan Partners
Mark L. Yockey, CFA, is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. In this role, he is a portfolio manager for the Artisan Non-U.S. Growth and Global Equity Strategies, including Artisan International and Global Equity Funds.
Prior to joining Artisan Partners in December 1995, Mr. Yockey was the portfolio manager of the United International Growth Fund and vice president of Waddell & Reed from January 1990 through December 1995.
Before assuming responsibility for the United International Growth Fund, Mr. Yockey was an analyst for Waddell & Reed from 1986 through 1989, specializing in the worldwide health care industry and international special situations. Earlier in his career, he was a health care analyst for the State of Michigan Retirement Fund for five years. Mr. Yockey holds a bachelor’s degree and a master’s degree in finance from Michigan State University. He completed one year of undergraduate work at the Université d’Aix-en-Provence in France. He also worked for the French bank, La Société Générale. He is fluent in French.
Mark Baribeau
Jennison Associates
Mark Baribeau is the head of global equity and a global equity portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison’s global equity strategies.
He is a member of the Jennison Management Team. Prior to joining Jennison in 2011, Mark was a global equity and large cap growth portfolio manager at Loomis Sayles. Before that, he was an economist at John Hancock Financial Services. Mark received a BA in economics from the University of Vermont and an MA in economics from the University of Maryland. He is a CFA charterholder.
James Bullock
Lindsell Train
James joined Lindsell Train in 2010 and has jointly managed Global equity portfolios alongside Michael and Nick since 2015. He is also the portfolio manager for the North American Equity Fund, responsible for its construction and performance.
He has a Masters degree in Physics from the University of Oxford and a doctorate in Biomechanics from the University of Cambridge. He passed the Investment Management Certificate in 2012.
Simon Brewer
The Money Maze Podcast
Simon is the founder of The Money Maze Podcast. He graduated from the London School of Economics with a degree in Economic History, and later took the advanced management programme at INSEAD, France. He started his career at Citibank in 1985, where he trained as a portfolio manager, before joining Morgan Stanley Wealth Management in 1989.
Over the 17 years there, he managed their global balanced portfolio, was Chairman of their European Asset Allocation Committee and Chief Investment Officer. For the subsequent 14 years he was CEO and an owner of Vantage Investment Advisory Ltd. He is a senior advisor to Rothschild and Co, in London, a Governor of Clifton College and Chairman of their Development Trust, and served as a Trustee of Great Ormond Street Hospital. In 2019 he co-founded the Money Maze Podcast, which he hosts, an investment and business podcast that is listened to in over 80 Countries, and which is in the top 1% of global podcasts.
Jeff Mueller
Polen Capital
Mr. Mueller joined Polen Capital in 2013. Mr. Mueller is co-portfolio manager of the Global Growth strategy. Prior to joining Polen Capital, Mr. Mueller spent 10 years in the U.S. Marine Corps, during which he flew over 250 combat missions in F/A-18s.
Mr. Mueller received his B.A. in Communications and Business Administration from Trinity University in San Antonio where he was Captain of the Men’s Tennis Team, an All American and NCAA Champion. Mr. Mueller is a Tillman Scholar and earned his M.B.A. from Columbia Business School where he was a graduate of the Value Investing Program. He graduated from Columbia with honors and distinction.
Scott Nisbet
Baillie Gifford
Scott Nisbet is a Partner of Baillie Gifford, a private investment partnership based in Edinburgh. Scott leads the Global Equity strategy teams, with a particular focus on the Firm’s Long Term Global Growth investment approach.
He brings several decades of experience involved with concentrated portfolios for our long standing clients.
He joined Baillie Gifford in 1996 and worked in the North American and UK investment teams until 2003, when he moved to the Clients Department as a Director with responsibility for overseas clients. Scott became a Partner in 2007 and is a member of our CDMG (Clients Department Management Group). He is also a member of the Strategic Leadership Group. Scott graduated MA in English Literature and French from the University of Edinburgh and gained a Post Graduate Diploma in Translation from University of Paris.
Simon Steele
Fiera Capital
Simon Steele is Head of the Fiera Atlas Global Companies. Simon joined Fiera Capital in March of 2021 as part of Fiera’s acquisition of AMP Capital’s Global Equities capability.
Simon has more than 28 years of industry experience with much of it dedicated to the management of UK and Global equity portfolios across a wide range of mandates for institutional, charity and retail investors.
Simon started with AMP Capital in 2016 to oversee and develop AMP Capital’s Global Equities capability. Previously Simon was the lead Fund Manager at Sarasin & Partners for the Global Equity High Yield, Global Dividend and International Income funds managing total assets of £1.4bn. Prior to that he spent 6 years with CCLA as Investment Director, Equities, where he was the Fund Manager in charge of global equity selection for the firm’s global equity income funds, flagship Common Investment Funds and segregated institutional mandates, with a combined £2bn allocation to equities. Prior to joining CCLA, Simon worked for the Royal Bank of Scotland where for 6 years he was head of stock selection for Adam & Co, and latterly the Pan European Head of Equities for RBS wealth, incorporating both Adam & Company and Coutts & Co.
Simon is a Chartered Member of the Institute for Securities and Investments (CISI).
Michael Baron
Baron Capital
Michael joined Baron in 2004 as a research analyst and was named co-portfolio manager of Baron WealthBuilder Fund in 2020 and Baron Partners Fund in 2018. He has 20 years of research experience.
From 2003 to 2004, he worked at Glenhill Capital as a research analyst. Michael graduated from Duke University with a B.A. in Economics in 2003 and from The Wharton School of the University of Pennsylvania with an M.B.A. in 2010.
Richard Kaye
Comgest
Richard Kaye joined Comgest in 2009 and is a Tokyo-based Analyst and Portfolio Manager specialising in Japanese equities. He is also a member of the Comgest Group’s Investment Committee.
With a wealth of experience in Japanese equities, Richard became co-lead of Comgest’s Japan equity strategy upon joining the Group. He started his career in 1994 as an Analyst with the Industrial Bank of Japan and then joined Merrill Lynch in the same role in 1996. In 2005 he moved to the Wellington Management Company in Boston as a Portfolio Manager of Japanese TMT stocks. Richard graduated from Oxford University where he majored in Oriental Studies.
Alan Christensen
Fayez Sarofim & Co.
Alan R. Christensen is the President and Head of Investment Risk and ESG at Fayez Sarofim & Co. Mr. Christensen is a member of the Fayez Sarofim & Co.’s Executive and Investment Committees.
In addition to overseeing the Firm’s marketing, client service, operations and technology initiatives, Mr. Christensen is a co-manager of the mutual funds that Fayez Sarofim & Co. manages for BNY Mellon, the Sarofim Equity Fund and the Sarofim Global Equity Fund. He is also a portfolio manager for a variety of institutional and high net worth clients. Mr. Christensen joined the Firm in 2005 as an Associate. Over the years, areas of research and responsibility have included companies in the technology and industrials sectors.
Mr. Christensen received a M.B.A. with Distinction from Cornell University in 2005, where he was a Park Fellow and a B.A. in Economics and History from Washington & Lee University in 1995, where he graduated cum laude. Prior to joining Fayez Sarofim & Co., he was employed with Alvarez & Marsal as a Director and Accenture as a Senior Manager in Capital Markets. He currently serves as a Director of Sarofim ICAV and Sarofim Trust Company. Mr. Christensen is a graduate of the Center for Houston’s Future Leadership Forum and is a member of YPO (Young President’s Organization.) He previously served on the boards of Annunciation Orthodox School, Palmer Memorial Endowment Fund and the Tompkins County Community Foundation.
Eric Schoenstein
Jensen Investment Management
Eric currently serves as the chief investment officer, with primary responsibility for portfolio management and strategy across all of Jensen’s products. Eric spent nearly fourteen years with Arthur Andersen LLP as a senior audit manager, providing a wide variety of services to clients of all sizes in both the public and private sectors.
He earned a BS in business administration with a focus in accounting from Oregon State University. Eric serves as a trustee for the Oregon State University Foundation Board of Trustees and is currently the immediate past board chair. He is also a past president of the Oregon State University Alumni Association. He serves as a director for the Western Golf Association, which administers and oversees the Evans Scholars Foundation. He serves on the Executive Committee for the Oregon Golf Association, currently as treasurer and previously as president.
Christopher Rossbach
J. Stern & Co.
Christopher Rossbach is a Co-Founder, Managing Partner and Chief Investment Officer of J. Stern & Co., a private investment partnership based in London and Zurich. Chris is also the portfolio manager of the Firm’s World Stars Global Equity Fund.
Stern invests with a long-term, fundamental, value-based approach and manages money for families, trusts, charities, endowments, institutions, and other long-term investors.
Chris holds a BA from Yale University, where he was a Humanities major and awarded the Scott prize (1873) for modern languages, and a MBA from Harvard Business School.
He is Chair of the Warburg Charitable Trust of the Warburg Institute, a Trustee of the University of London and Chair of its Investments Committee, both in London, and a member of the Atlantik-Brücke, an association of German business and political leaders, in Berlin.
Together with Jerome Stern, Chris co-founded Stern in 2012. Before that, Chris founded Merian Capital where he was Managing Partner and Portfolio Manager. Before that, worked at firms including, Magnetar Capital’s, Lansdowne Partners and Perry Capital. Before, moving to London, Chris started his career in investment banking at Lazard Frères in New York.
Scott Crawshaw
Harding Loevner
Scott Crawshaw is a co-lead portfolio manager of the Emerging Markets Equity strategy and an analyst of emerging markets companies. He is also a portfolio manager on the Emerging Markets ex-China Equity, Global Equity, Global Developed Markets Equity, and Global Paris-Aligned Equity strategies.
He is a partner of the firm and has more than 25 years of industry experience. Before joining Harding Loevner in 2014, Crawshaw worked for 10 years at Russell Investments in London as a senior portfolio manager and research analyst of emerging markets and frontier equities. He also worked at ISIS Asset Management as a fund manager for global emerging market equities, and at Bacon and Woodrow in its London Investment Division. Crawshaw graduated from the University of Bristol with a BSc in mathematics.
David Souccar
Vontobel Asset Management
David Souccar has been a Portfolio Manager for Vontobel’s Quality Growth Boutique since 2016. He joined Vontobel Asset Management in April 2007 as Senior Research Analyst and was promoted to Portfolio Manager of the firm’s International Equity strategy in June 2016.
In addition to his portfolio management responsibilities, he continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on the Energy, Industrials, Real Estate, and Utilities sectors.
Prior to joining Vontobel Asset Management, from 2005 to 2007, he was a Senior Investment Analyst at Federated Investors. From 1998 to 2005, he worked as a Sell-Side Analyst at Morgan Stanley. He began his financial career in 1996 at McKinsey & Co. where he worked as a consultant until 1998.
David received a Master of Business Administration in Finance and Management from New York University’s Stern School of Business and a Bachelor of Science in Chemical Engineering from Escola de Engenharia Maua in Brazil.
Mark Beaumont
Buildher
Mark Beaumont has become a household name through his documentaries about ultra endurance and adventure. Having smashed the circumnavigation cycling World Record twice in his career, he now holds this 18,000 mile title in a time of 78 days and 14 hours, averaging 240 miles a day.
His epic documentaries have taken viewers to over 100 countries, into the Arctic, the high mountains and around the Commonwealth, also surviving capsize in the mid-Atlantic. A career like this is not possible without building dedicated teams and a business to support. Mark has taken this experience and works with a portfolio of corporates as an ambassador and mentor. Outside of sports, media and business, Mark’s interests include supporting BuildX, which is an organisation that this conference is supporting through their Buildher project.
Sunil Thakor
Sands Capital
Sunil H. Thakor, CFA is a Research Analyst and a Co-Portfolio Manager of the Sands Capital Global Leaders and International Growth strategies. Sands Capital is an active, long-term investor in leading innovative businesses, globally. Mr. Thakor joined Sands Capital in 2006 and has held responsibilities for company research in a variety of sectors, including leading the research efforts of the firm’s Global Financial Services Sector Team.
In 2008, Mr. Thakor helped develop the firm’s first global portfolio as Co-Portfolio Manager of the Global Growth strategy. He later helped create and launch Global Leaders (2017) and International Growth (2018), and serves as a Co-Portfolio Manager of both strategies. Mr. Thakor earned a BA from Colby College (1999) and an MBA from Columbia Business School from Columbia University (2006).
Kishore Rao
Sustainable Growth Advisers
Kishore is a Principal, Analyst and Portfolio Manager on the SGA Investment Committee. Kishore has been with the firm since 2004 and sits on SGA’s Executive Committee.
He has been co-manager of SGA’s Emerging Markets Growth Portfolio and SGA’s Global Mid-Cap Growth Portfolio since their respective inception in 2014 and 2018. In 2020, he joined the portfolio management team of SGA’s U.S. Large Cap Growth Portfolio. In 2022, he joined the portfolio management teams for SGA’s Global Growth and International Growth portfolios. Historically, Kishore oversaw SGA’s analysts’ internship program where we mentor promising analyst candidates who are completing their Master’s degrees at leading universities. Prior to SGA, Kishore was a member of the investment team at Trident Capital and a Founder and General Manager of the Street Events division of CCBN. Kishore has a B.S. in Industrial Management from Carnegie Mellon University and an M.B.A. from Harvard Business School.
Rob Rohn
Sustainable Growth Advisers
Rob is a co-Founding Principal, Analyst and Portfolio Manager on the SGA Investment Committee. He also sits on SGA’s Executive Board. Since starting the firm, Rob has been co-manager of SGA’s US Large Cap Growth and Global Growth Flagship Portfolios, from their respective composite inceptions (2000 and 2010).
In addition, he is part of the three portfolio manager team that started and currently manages both the SGA Emerging Markets Growth and Global Mid-Cap Growth Portfolios (inception years 2015 and 2019, respectively). Rob has also had oversight over SGA’s research functions involving our Investment Committee, coordinating the IC scheduled meetings and company discussion topics and balancing the workload of coverage among all analysts. Prior to co-founding SGA, Rob was a portfolio manager and principal with W.P Stewart & Co, Ltd., a firm noted for managing large-cap, high quality growth stock portfolios. During Rob’s twelve-year tenure with W.P. Stewart, he was CEO of the firm’s core U.S. investment business and before he resigned, Chairman of the Management Committee. From 1988 through 1991, he was a Vice President with Yeager, Wood & Marshall, Inc., where he was a member of the Investment Policy Committee with responsibilities in equity analysis and portfolio management. Rob began his career in 1983 at J.P. Morgan where he was an officer in Corporate Finance. Rob has a B.A. (Cum Laude) from Dartmouth College and an M.B.A. from Harvard Business School.
Fleur Wright
Northcape Capital
Fleur has over 20 years investment experience and is portfolio manager and analyst for the Global Equity strategy. Fleur joined Northcape in 2018 and is in our Sydney office.
Before joining Northcape, Fleur was a Managing Director at UBS in Sydney. Having joined UBS in London in 2004 as a European Special Situations Analyst she progressed to Pan European Equity Sales and Account Manager for a range of fundamental hedge funds and long only institutions before returning to Australia with UBS in 2011. Initially Fleur established the business of European and US Equity Sales to investors based in Asia, then took over Global Sales to Australian based investors before eventually running the wider APAC Global Equity sales team. Before moving to the UK Fleur spent five years as a Generalist Equity Research Analyst at Capital Partners (now CP2), a boutique independent research advisory firm with expertise in the infrastructure sector.
Fleur holds a Bachelor of Commerce (First Class Honours in Finance) from the University of Sydney and is a CFA® Charterholder. In 2017 she completed not-for-profit directorship training with the Australian Institute of Company Directors under The Observership Program®.
Jay Creel
Bares Capital Management
Jay Creel is President, Portfolio Manager, and Research Analyst at Bares Capital Management, a provider of concentrated, qualitatively oriented public equity strategies to institutional and individual clients.
Prior to joining BCM in 2012, Jay was a general partner and investment analyst at Treaty Oak Capital Management, a long/short equity hedge fund. He has also served as an investment banker at Molecular Securities (a spinoff of Morgan Stanley) and Deutsche Bank Securities, where he focused on merger and acquisition advisory. Jay graduated from Princeton University in 2002 with a B.A. in History.
Lisa Lim
Prusik Investment Management
Lisa is a Partner and a Portfolio Manager at Prusik Investment Management. Lisa served on the Board of Axiata Group as an Independent Non-Executive Director from 2018 to 2020.
Prior to that she was a Portfolio Manager at ColumbiaThreadneedle where she managed a number of Asia Pacific ex Japan Equities portfolios. Lisa was also the Head of Global Telecoms Research. At ColumbiaThreadneedle, Lisa pioneered and championed ESG investing and she played a leading role in integrating ESG philosophy into the firm’s investment processes. She was also instrumental in setting up ColumbiaThreadneedle’s investment operations in Singapore from 2013 -2015. Before joining the Investment Management industry, Lisa was an Assistant Professor at the National University of Singapore. She started her career in 2000 as an Analyst in Morgan Stanley Dean Witter and later on as an Associate in The Boston Consulting Group. She is a CFA Charter Holder and is also a member of CFA UK Investment Committee. She is currently an INED on the Board of Sime Darby Properties (a major investor and developer of Battersea Power Station in London) and also serves on the Investment Committee of Foundation Scotland.
Matthew Page
Guinness Asset Management
Matthew joined Guinness Asset Management in September 2005 is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund.
Previously, he joined Goldman Sachs on the Graduate scheme working in Foreign Exchange and then Fixed Income. Matthew graduated from New College, University of Oxford in 2004 with a Master’s degree in Physics. Matthew is a CFA charterholder.
Dr Ian Mortimer
Guinness Asset Management
Ian joined Guinness Asset Management in December 2006 and is co-manager of the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund.
Prior to joining Guinness, Ian completed a D.Phil. in experimental physics at Christ Church, University of Oxford, and graduated in 2006. Ian graduated from University College London, University of London, with a First Class Honours Master’s degree in Physics in 2003. Ian is a CFA charterholder.
Tania Pouschine
Fithian LLC
Tania Pouschine is the founder and Portfolio Manager of Fithian LLC which manages a global, long-only strategy. The firm runs concentrated portfolios and seeks to identify exceptional businesses with sustainable competitive advantages, with solid growth prospects and superior management teams. Our process, refined over 25 years, relies on a rigorous, investigative due diligence approach. We believe that purchasing stocks in companies that deliver superior returns, bought at reasonable prices, should generate above-market results over time.
Before Fithian LLC, Tania was a Co-Portfolio Manager of the Davis Global and International Funds, a senior analyst at Ruane, Cunniff and an associate editor and investigative reporter at Forbes.
Gabrielle Boyle
Troy Asset Management
Gabrielle is Investment Director and Head of Research at Troy Asset Management. Gabrielle is responsible for Troy’s Global Equity Strategy and is Head of Research. She is the Fund Manager for the Trojan Global Equity Fund and the Electric & General Investment Fund. Gabrielle is a Director of Troy and a Non-Executive Director of Witan Investment Trust. She is also a Trustee of the charity Launch It. Gabrielle graduated from University College Dublin gaining a BA in History and Economics and an MA in Economics.
She holds the ASIP qualification and is an Associate Member of the CFA Society of the UK. Prior to joining Troy 10 years ago, Gabrielle was a Senior Managing Director at Lazard Asset Management where she was responsible for Global and European portfolios. Spending the early years of her investment career focussed on European equities at a time of significant political and economic change, Gabrielle’s focus has been on strong franchise companies that earn high returns on capital.
Denis Callioni
Comgest
Denis Callioni joined Comgest in 2015 and is an Analyst and Portfolio Manager specialising in European equities. She co-leads the Europe Smaller Companies and Europe Opportunities strategies, contributes to idea generation and researches European companies within a broad range of sectors. Denis started her career in 2010 as an equity Analyst at Kempen & Co Merchant bank in Amsterdam.
She holds a Master’s degree in Corporate Finance and Banking from Duisenberg School of Finance (the Netherlands) as well as a Master’s degree in Business and Economics obtained from the University of Amsterdam. Denis is a CFA® charterholder.
Martin Hermann
Berenberg
Martin Hermann joined Berenberg in 2017 and is portfolio manager of the Global Focus Fund. Martin began his career in 2010 at Allianz Global Investors where he served as a portfolio manager and vice president within the award-winning Europe Equity Growth Team. His responsibilities included deputy fund management of the International Equity Growth Fund.
Martin holds a Masters in Investment Analysis and Corporate Finance from the University of Vienna and is a CFA Charterholder.
Thomas F. David
Jennison Associates
Tom joined Jennison in 2011 as a global equity portfolio manager. He was previously with Loomis Sayles for 11 years, most recently as a co-portfolio manager of global equity portfolios. He began his tenure at Loomis as a research analyst. Prior to Loomis, Tom was a global equity research analyst at Putnam Investments.
Tom received a BA in economics from Dartmouth College and an MBA from Duke University.
Stephen Yiu
Blue Whale Capital
Stephen Yiu is the Chief Investment Officer at Blue Whale Capital and Lead Manager of the Blue Whale Growth strategy. Stephen co-founded Blue Whale Capital with Peter Hargreaves, co-founder of Hargreaves Lansdown, in 2016. The LF Blue Whale Growth Fund was launched in September 2017 with £25m in seed capital.
It is a long-only, large-cap global equity fund focusing on developed markets. Stephen adopts a high conviction, active approach based on bottom-up, fundamental research. The strategy has c. £1bn of assets under management. Stephen started his career at Hargreaves Lansdown before working with Tim Steer as a co-manager at New Star Asset Management (now Janus Henderson) and Artemis Investment Management. Most recently, Stephen worked under Martin Taylor and Nick Barnes at Nevsky Capital, a global long-short equity hedge fund.
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It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.
