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Carson Block is the Founder and CEO of Muddy Waters Capital LLC, an investment firm that conducts deep fundamental and due diligence-based investment research on companies around the globe, including in fundamental strategies focusing on corporate investigations, resources, and the “Vindia” (Vietnam, India) theme; and, systematic flows-driven strategies.
Muddy Waters gained fame in 2011 following the publication of its research on Sino-Forest Corp., which exposed the company as a massive fraud. Campaigns conducted by Muddy Waters have led to numerous financial restatements by companies, preceding 10 de-listings and over $1 billion in judgments and settlements by subject companies.
Prior to forming Muddy Waters, Block was an entrepreneur in China and worked as a lawyer in the Shanghai office of the U.S. law firm Jones Day. In 2007, he co-authored Doing Business in China for Dummies, a primer on doing business in China.
Tom Slater joined Baillie Gifford in 2000 and became a Partner in 2012. He was appointed Deputy Manager of Scottish Mortgage Investment Trust in 2009 and has served as a Manager since 2015. Launched in 1909, Scottish Mortgage has grown and evolved into the investment giant it is today, with a long-term track record of backing disruptive companies that are transforming industries or creating new ones.
In addition to Scottish Mortgage, Tom is Head of Baillie Gifford’s US Equities Team and a key member of the firm’s dedicated private companies investment team. He is focused on identifying the next generation of exceptional high-growth businesses across both listed and private markets. Tom graduated from the University of Edinburgh in 2000 with a BSc in Computer Science with Mathematics.
Iain joined Amova AM (Previously Nikko AM) in August 2014 as a Portfolio Manager for Global Equities and is Deputy Head of the Global Equities team. Before joining Amova AM, Iain was Investment Director and Head of Research at SWIP, responsible for the management of Global Select, Kokusai Select and Kokusai income mandates for both institutional and retail clients.
Iain joined SWIP in June 2005 as a member of the Global Equity team from Kames Capital, where he was a Portfolio Manager on the US equities team. Prior to joining Kames in 2004, Iain worked as a global Portfolio Manager, Analyst and Head of Research with Alliance Trust. Iain holds a first-class M.A. Honours degree in Scottish History from the University of St Andrews.
Stephanie is a portfolio manager of the Global Sustainable Equity strategy within the Sustainable Equity team at Ninety One. Prior to joining the firm Stephanie worked at Aviva Investors where she was a portfolio manager for the Global Equity Endurance Fund, a top performing global equity strategy awarded the 5 Globe Morningstar sustainability rating and low carbon designation.
Before this Stephanie worked for Tesco Pension Investment managing the Global Equity Fund. Here she had joint responsibility for building and establishing the global equity investment process, generating excellent performance over five years in long term investing. Other roles include partner and portfolio manager at Javelin Capital LLP, and Stephanie started her career on the global equity team at Goldman Sachs.
She is a member of the Girls Who Invest Advisory Board, a non-profit organisation and has previously been a co-opted member of the Finance and Administration Committee of the John Whitgift Foundation, a mentor for Girls Are Investors, and an ambassador for the Diversity Project. She has also been a trustee of Humanism UK and a member of the board of trustees for the COIF Charity Funds. Stephanie graduated from Merton College, University of Oxford with a Double First in Modern History. Stephanie is a CFA® Charterholder.
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 the founding portfolio manager for the Artisan Non-U.S. Growth strategy since 1996 and the Global Equity strategy since 2012 including the Artisan International and Global Equity Funds/UCITS.
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.
James Anderson joined Lingotto in April 2023 as Managing Partner and CIO of the Lingotto Innovation Strategy. James brings with him 40 years of investing experience.
Prior to joining Lingotto, Mr. Anderson was a Partner at Baillie Gifford from 1987 until 2022. He managed Baillie Gifford’s flagship fund, the Scottish Mortgage Investment Trust, from 2000 until his departure in 2022. He led much of the Firm’s growth strategy for decades, serving as co-manager across several funds, including the International Concentrated Growth and Global Outliers Strategies, the Long-Term Global Growth Strategy and the Vanguard International Growth Strategy, as well as through his many leadership roles.
James served as an Advisory Board Member for the government-sponsored Kay Review and chaired the subsequent industry working group, which established the UK Investor Forum. James is a Trustee of Johns Hopkins University, a member of the Investment Committee of University College, Oxford, and a non-executive Director at Heart of Midlothian Football Club. James graduated with a BA in History from the University of Oxford. After postgraduate study in Italy and Canada, he received an MA in International Affairs in 1982.
Ramiz Chelat joined Vontobel in July 2007 as a Senior Research Analyst within Quality Growth. In 2016, his role expanded to also include Portfolio Manager. His current responsibilities entail managing the Global Equity and Emerging Markets Equity strategies and conducting research analysis on individual stocks, which may be included in the Quality Growth portfolios.
He focuses on the consumer discretionary, consumer staples, and communication services sectors. Prior to joining Vontobel, he was Head of Consumer and Media Research at Macquarie Hong Kong from 2004 to 2007, and an analyst at Macquarie Australia from 2000 to 2004. From 1999 to 2000, he was a financial analyst at Optus. He began his financial career in 1997 at Ernst & Young, where he worked as a Senior Accountant until 1999. Ramiz received a Bachelor of Commerce in Accounting and Finance from Macquarie University in Australia. Moreover, he is a qualified Chartered Accountant, as a member of the Institute of Chartered Accountants of Australia and New Zealand. He is also a CFA® charterholder.
Fabio heads the Listed Equity Manager Research team at WTW, leading the global research efforts across active, smart beta and passive equity strategies. As part of his role, Fabio is a member of the Equity Investment Committee, tasked with managing WTW’s equity funds and discretionary equity portfolios. Fabio also works as lead advisor to several large institutional investors on their equity portfolios.
Prior to joining WTW, Fabio worked with JPMorgan Asset Management as investment analyst in its multi-manager division. He previously worked as a sell-side analyst at Banca IMI. Fabio has a MSc in Economics and Finance from the Bocconi University in Milan and is a CFA charterholder.
Aled Smith is the Chief Investment Officer at GIB Asset Management, and has oversight of all investment activities.
Aled has over thirty years of investing experience, including Deputy CIO at Ruffer LLP, a $30bn Global macro hedge fund; CIO of boutique asset manager JO Hambro and eighteen years as fund manager and head of global equites at M&G. Prior to that he worked at JP Morgan Asset Management having trained at Coopers & Lybrand.
Costas Mourselas is the FT’s hedge fund correspondent. He joined from Risk.net, where he was deputy editor of the risk management desk.
He writes broadly about hedge funds in equity, macro, the multi-manager sector, short sellers, activists and quants. He joined the FT from Risk.net in 2023, where he was deputy editor for the Risk Management desk. There Costas wrote about market structure, derivatives, trading, market regulation and other topics. Before that Costas was a senior reporter at capital markets publication Global Capital, where he wrote about derivatives trading and market structure.
Hugh Yarrow is the co-founder of Evenlode and is the lead Portfolio Manager of Evenlode Income, having launched the fund in October 2009.
He previously managed several equity income funds at Rathbone Unit Trust Management. Hugh graduated from Edinburgh University with a first-class degree in Philosophy and Mathematics. He is also a fellow of the Chartered Institute for Securities and Investment.
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.
Steven is a portfolio manager for TD Epoch’s Quality Capital Reinvestment strategies. He is also a contributor to the firm’s thought leadership. Prior to joining the company in 2014, Steven served as a portfolio manager at Legg Mason responsible for managing $7.5B in various asset allocation-based funds including Target Risk, Target Date and Dynamic Risk Management.
Prior to that, he was the head of investment strategy at Citigroup Asset Management and a portfolio manager at Credit Suisse Asset Management. Steven is an author (with co-authors Bill Priest and Michael Welhoelter) of Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology. Steven holds an AB from Harvard and an MS from the Sloan School of Management at MIT with a concentration in Finance.
James joined Lindsell Train in 2010 and is a portfolio manager. He has jointly managed global equity portfolios since 2015 and is responsible for the North American Equity Fund. He has a Masters degree in Physics from the University of Oxford and a doctorate in Zoology from the University of Cambridge.
Lucy Walker is a founder and chair in investment management and technology. She founded the award-winning AM Insights fund data platform in 2020 to transform how fund data informs decisions in asset and wealth management.
She serves as Chair of the Aurora UK Alpha investment trust and is a former head of fund research and fund manager at Sarasin & Partners, where she advised on over £1.2 billion for clients. Named Marketing Influencer of the Year at the 2024 Women in Investment Awards, Lucy has been regularly featured in publications including the FT, and she engages a wide audience through her LinkedIn platform and Fund Selectors podcast.
Lynn Stanier MBE is the Founder and Chief Executive of Their Future Today (TFT), an international charity working to end the institutionalisation of children in Sri Lanka and promote family-based care.
Following the 2004 Asian tsunami, Lynn left behind a successful career in the travel industry after witnessing the devastating conditions faced by children living in orphanages. What began as humanitarian support evolved into a 21-year mission to transform the lives of thousands of vulnerable children and families.
Under Lynn’s leadership, TFT has become a recognised voice in childcare reform, developing solution-based programmes focused on family strengthening, early learning, education, livelihoods, community and care leaver support, and alternative family and foster care. Her work has helped influence national discussions around childcare reform in Sri Lanka, bringing together government, UNICEF, NGOs, and international experts to support the transition from institutional care to family-based care systems.
Lynn has been honoured with an MBE by Her late Majesty Queen Elizabeth II for services to vulnerable children and families in Sri Lanka, and received the prestigious Deshabandu national meritorious honour in Sri Lanka for humanitarian service. She is also a passionate speaker and advocate for social impact, systems change, ethical leadership, and the power of purpose-driven investment to create long-term societal transformation.
Through courage, persistence, and an unwavering belief that “children need families, not orphanages,” Lynn continues to inspire audiences globally with a story of compassion turned into action.
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