Fabio Cecutto – Willis Towers Watson (Moderator)
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 Shapiro – Sustainable Growth Advisers
David is a Client Portfolio Manager at Sustainable Growth Advisers and has been a Moderator of both the London and New York Value Conferences since they began in 2012 and 2018 respectively. Previously, he was the Portfolio Manager for the Global Equity Focus Fund at Willis Towers Watson and for Alliance Trust, a quoted Investment Trust listed on the London Stock Exchange. Alongside his portfolio management responsibilities David provided regular research input to a number of clients. Prior to Willis Towers Watson David was Deputy CIO at Stamford Associates where he was responsible for devising and implementing investment strategies for a range of its largest investment clients. Prior to Stamford Associates, David established Greentrees Partners LLP as a joint venture with Collins Stewart before which he gained broad investment experience as a UK equity portfolio manager with UBS Global Asset Management (formerly Phillips and Drew) from 1998 and then as a UK equity portfolio manager with Morley Fund Management from 2003. In total David has 30 years of portfolio management and investment analyst experience. David is a member of the Chartered Institute for Securities and Investment (CISI)
