Speakers
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Peter Michaelis Peter Michaelis, Head of Equities.
Peter has worked in fund management for over 14 years. Before joining Alliance Trust Investments in August 2012, Peter spent 11 years at Aviva Investors where, most recently, he was Head of Sustainable and Responsible Investment.
After completing a PhD in Environmental Economics, Peter started his career working for the Steel Construction Institute as an Environmental Engineer. He then moved to Henderson Global Investors where he worked as an SRI Analyst and Assistant Fund Manager. In 2001 he moved to Aviva Investors, where he was promoted to lead manager on a number of its sustainable investment funds. Peter has been lead fund manager on the Sustainable Future (SF) Managed, SF UK Growth, since April 2005 and UK Ethical fund since May 2001. He is co-fund manager on SF Pan European, SF European Growth, SF Global and SF Absolute Growth funds.
Peter chairs the Advisory Committee. Peter holds an MA in Physics from Oxford University, an MSc in Energy & Environmental Engineering and a PhD in Environmental Economics. In addition, he holds the CFA Society of the UK Investment Management Certificate.
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Katherine Garrett-Cox CBE Katherine Garrett-Cox graduated with a BA (Hons) in History from Durham University and is a member of the UK Society of Investment Professionals; CFA Institute. She was nominated a Young Global Leader of the World Economic Forum in October 2005, is Vice Chair of the Baring Foundation and is a member of the Supervisory Board of Deutsche Bank AG. In her role she is responsible for both the investment policy and asset allocation of the company as well as executive oversight for the business. She has over 24 years' experience in the investment industry, having managed North American, Emerging Market and Global Equities portfolios. She was Chief Investment Officer and Executive Director of Morley Fund Management, the fund management division of Aviva where she was responsible for more than £160bn invested in equities, fixed income, private equity and alternatives. Prior to that, Katherine was Chief Investment Officer and Executive Director of Aberdeen Asset Management PLC. She began her career as a Portfolio Manager at Hill Samuel Asset Management, where she was Investment Director, Head of American Equities, managing a range of retail and institutional mandates in excess of $5.5bn. Katherine was awarded a CBE in the 2014 New Year Honours List for services to the Asset Management Industry and charitable service through the Baring Foundation. -
Barry Keane Barry is responsible for the strategic development of the institutional business at Alliance Trust Investments. Before joining Alliance Trust Investments in 2011, Barry was a Director at BlackRock Financial Management for ten years. While at BlackRock, Barry held a variety of roles, most recently as a senior Account Manager in the International Global Client Group, managing large institutional clients in the UK and Irish markets. In addition, he was Head of BlackRock’s institutional business in Ireland and was Product Champion for its Fundamental Global Equities investment strategy. During his tenure at BlackRock, Barry also worked in the UK Institutional Business Development team, where he was responsible for the development of institutional business, was an Emerging Market Debt product specialist and worked closely with international institutional clients as an Account Manager. Before joining BlackRock Barry was an executive at CRH plc for two years. Barry has a BA (Hons) in Economics from University College, Galway and an MBA from Durham University. In addition, he has the CFA Society of the UK Investment Management Certificate (IMC).
