Speakers
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Kelly Tran Managing Director -MFS Investment Management
Kelly is responsible for new business development for the institutional business across defined benefit clients, defined contribution clients and consultant relations. She is based in London. Kelly joined MFS in 2021 in her current role. Previously, she held various roles over a seven year period with Newton Investment Management/Bank of New York Mellon including client director, commercial sustainability leader and head of UK sales. She also spent eight years at J.P. Morgan Private Bank managing multi‐asset portfolios for ultra‐high‐net‐worth clients, covering Russia, Greece and Israel.Kelly earned a Bachelor of Science degree from the London School of Economics and Political Science. She holds the Chartered Financial Analyst designation. She is also a steering committee member of the Diversity Project and part of the leadership team of its Race & Ethnicity group. She joined the Pensions and Lifetime Savings Association's Defined Benefit committee in 2022 to help shape its retirement income policy agenda. She also serves as a school governor of the Caterham High School in London and chairs its Finance & Resources committee.
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Owen Murfin Investment Officer & Portfolio Manager - MFS Investment Management
Owen is a member of the MFS Global Fixed Income portfolio management team. In this capacity, he participates in portfolio strategy discussions, customizes portfolios to client objectives and guidelines and communicates portfolio investment strategy and positioning. He is based in London. Prior to joining MFS in 2017, Owen served as managing director and global fixed income portfolio manager at BlackRock for 15 years. Before that, he worked as an associate and global fixed income portfolio manager at Goldman Sachs Asset Management for five years. Owen earned a Bachelor of Science degree with first class honors from University College London. He holds the Chartered Financial Analyst designation. -
Jack Holmes Fund Manager – Artemis Global High Yield Bond Fund
Jack manages Artemis’ global high yield bond strategy alongside David Ennett, the high income strategy alongside David Ennett and Ed Legget, and also manages the bonds element of Artemis‘ ‘monthly distribution‘ strategy alongside David Ennett. Jack joined Artemis in June 2019 from Kames Capital, where since 2016 he co-managed a range of high yield bond funds and was involved in the management of the Strategic Bond strategy. Before that, he was an investment analyst at Standard Life Investments. Jack began his career as an economist at Cambridge Econometrics after graduating from Trinity College Dublin with a first class honours degree in economics. He is a CFA charterholder. -
Dylan Watts Associate Director Institutional - Artemis Investment Management
Dylan is a member of Artemis’ Institutional Team and is responsible for the day-to-day management of institutional client relationships and sales. Before he joined Artemis in 2021, Dylan spent four years at Wellington Management International in London, supporting the UK Institutional and EMEA Insurance sales channels. That followed four years in China, where Dylan worked for a number of start-ups and for a private wealth management firm. He holds a BA in Classical Civilisation from the University of Bristol. -
David Newman Head of Public & Private Solutions I CIO(Global High Yield)- Allianz Global Investors
David Newman is a CIO within Allianz Global Investors’ Fixed Income team. David manages traditional Global High Yield, Emerging Market Corporate and Global Multi Asset Credit portfolios and has been responsible for these strategies since inception. David also co-manages our trade finance strategy and he spearheaded AllianzGI’s approach to trade finance; combining the complexity premium with a steady fixed income approach for institutional investors. Building on his cross-asset class experience, David is responsible for developing AGI’s public/private solutions.Previously David was Managing Director, Head of Fixed Income Credit Research and Co-Head Credit Trading at Citigroup. Prior to that, he was Head of High Yield Credit Research at UBS. David has 32 years’ industry experience and holds a MBA with Cass Business School in the UK and a BA with honors' in Geography from University College London in the UK.
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Adam Ford UK Institutional Sales Team Global Investor - Allianz Global Investors
Adam is responsible for business development in the UK Institutional market covering Pensions, Charities, Endowments and Foundations. He also works closely with the investment Consultant community to provide investment solutions to the institutional market. Adam joined Allianz Global Investors in 2023 from Vontobel Asset Management where he was responsible for institutional, wholesale and consultant relations within the UK.
Prior to this Adam worked at Pine Bridge Investments and Lloyds Private Bank in various roles looking after client relationships. Adam graduated with a degree in Business Economics from the Oxford Brookes University. -
Colin Reedie Head of Active Strategies (Legal & General Investment Management) -LGIM
Colin is Head of Active Strategies and has responsibility for the London based fixed income team as well as overall portfolio management responsibilities for our Global Credit and Absolute Return strategies. Colin joined LGIM in 2005 from Henderson Global Investors where he was Head of Investment Grade Credit Fund Management. He has over 30 years’ experience in bond markets, specialising in non-government debt, and he has previously worked for Henderson Global Investors, Scottish Widows and Scottish Amicable. -
Toby Orpin Head of Fixed Income Distribution -LGIM
Toby is responsible for the distribution of LGIM’s global fixed income capabilities to pension funds and institutional investors, and to their consultants. Prior to joining LGIM in April 2014, Toby was at LCP Investment Consultancy, working with clients on investment strategy and researching fund managers in the alternatives investment space. Toby has a Master’s degree in Mechanical Engineering from the University of Exeter
