Speakers
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Huw Davies Investment Manager, Fixed Income - Absolute Return - Jupiter Asset Management
Huw is an Investment Manager in the Fixed Income - Absolute Return team. Before joining Jupiter, Huw was an investment director at Merian Global Investors. Prior to this, he was a fixed income product specialist at Ignis Asset Management. Before this, he spent four years working at Citi as director, UK RM interest rate sales and five years at JPMorgan Chase as executive director, interest rate sales.
Huw previously worked at Royal Bank of Scotland, UBS, Barclays Capital and Sanwa International, covering UK and European bond sales. He began his investment career in 1991 and has a BSc in economics.
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Rachel Perini Head of UK Institutional - Jupiter Asset Management
Rachel Perini is the Head of UK Institutional. She is responsible for the management of the UK Institutional client business and all aspects of the relationship with the UK Institutional clients.
Rachel joined Jupiter Asset Management in October 2021. Prior to this, she was a Client Relationship Manager, Executive Director, within UBS Asset Management’s Institutional business. In this role, she had responsibility for business development and all aspects of the relationship with several strategic UK institutional clients and consultants.
Rachel is a CFA Charterholder and member of the CFA Society of the UK. She also serves on the Pensions for Purpose Advisory Board on behalf of Jupiter.
Rachel has a degree in Finance and Information Technology from the University of Virginia.
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Lalantika Medema Executive Vice President, Product Strategist - PIMCO
Lalantika is an executive vice president and alternative credit strategist in the London office, responsible for credit alternatives and mortgage- and real-estate-related strategies. Previously, she worked in the portfolio management group and focused on mortgage-backed securities and residential whole loans. Prior to joining PIMCO in 2006, she worked at Deutsche Bank’s Trust & Securities Services Division, specializing in collateralized debt obligations (CDOs). She has 21 years of investment experience and holds an MBA from the Anderson School of Management at the University of California, Los Angeles. She also received an undergraduate degree from the University of California, Los Angeles.
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Fiona Furlong Vice President, Account Manager - PIMCO
Fiona is a vice president and account manager in the Dublin office, focusing on clients in the U.K. and Ireland. Prior to rejoining PIMCO in 2020, she worked as an investment manager at LGIM, focusing on fixed income strategies. She previously worked at PIMCO in London, most recently covering multi-sector fixed income in the product strategy group, and previously on the institutional account management team. She has eight years of investment experience and holds a dual bachelor's degree from Dublin City University and Northeastern University in international business and finance. She is a CFA charterholder and a member of the investment committee for the Irish Association of Pension Funds (IAPF).
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Gordon Smith Fund Manager - AlphaReal
Gordon joined AlphaReal in 2008. He is Fund Manager of AlphaReal’s European Long Income Fund and also manages bespoke investment mandates for AlphaReal clients.
Gordon has an investment banking and real estate background, with an increasing focus on credit. He has global investment management experience, specifically across Continental Europe, Ireland, the UK and India. Gordon is currently based in Madrid where he manages AlphaReal’s European business.
Gordon has played an integral role in completing the first institutional commercial ground rent transactions in Ireland and the Netherlands for AlphaReal, a core focus for the business which is the market leader for commercial ground rents in the UK.
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Colin Frearson Director - Client Solutions
Colin joined AlphaReal as a Director within the Client Solutions team in 2022. His focus is to develop the firm’s institutional business in Europe.
Colin has more than fifteen years’ experience in client solutions. He has worked for leading European, UK and Australian investment managers and investment banks. Before joining AlphaReal, he was responsible for sales at Crescendo Real Estate Advisors, focusing on sale and leaseback equity strategies and real estate debt opportunities to a range of investors across Europe and the Middle East. Prior to that, he was with Nordea Investment Management overseeing European institutional clients for many years. He also worked at UBS and Goldman Sachs. Colin has experience in providing alternative and traditional solutions across all asset classes to major institutional investors. He is a CFA charterholder.
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Tatiana Zervos Portfolio Manager
Tatiana joined Schroders Greencoat (then Greencoat Capital) in 2013 and is responsible for investment in new asset classes and multi-strategy solutions, including Greencoat Renewable Income LP, the UK diversified private market fund she manages together with Matt Ridley. Previously, she was a member of the private equity investment team. She has been working in finance and investment since 2006, focusing solely on low carbon technologies since 2010.
She joined Schroders Greencoat from the Clinton Climate Initiative where she advised stakeholders (primarily governments) on the financing and commercial structuring of carbon capture & storage and solar projects in Europe, China and Australia as well as geothermal projects in the Pacific Islands.
Prior to the Clinton Foundation, Tatiana spent four years at Merrill Lynch as part of the Corporate Finance & Restructuring team in London and was involved in capital raising and M&A transactions for clients across sectors in EMEA.
Tatiana holds an MA in Economics and Management from the University of Oxford
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Jamie Milne Head of Investor Relations
Jamie joined Schroders Greencoat (then Greencoat Capital) in 2017 and is responsible for Greencoat's private markets investor relations and fund-raising activities.
Prior to joining Schroders Greencoat, Jamie worked at BlackRock in the Institutional Client Business. There he was part of the strategic clients team which managed relationships with many of the largest pension schemes in the UK, and had particular responsibility for new client development. He started his investment management career at JP Morgan Asset Management in 2013.
Following university, Jamie served for five years as an infantry Captain in the British Army, with postings to Belize, the UK, Germany and Afghanistan.
Jamie holds a BSc in Geological Sciences from the University of Leeds, an IMC and is a CAIA Charterholder.