mallowstreet University Digital Roadshow: Dublin

Speakers

• Louise Evans

  Head of Asset Management, Franklin Real Asset Advisors

  Louise joined Franklin Real Asset Advisors as head of Asset Management in March 2020. Based in London, she leads on the asset management of the European portfolio, working on the underwriting and due diligence of new investments, working with third party service providers to prepare business plans, implement leasing strategies, carry out redevelopment projects and execute impact initiatives whilst driving value across the assets. Prior to joining in March,

  Louise worked at LaSalle Investment Management as an Asset Manager for six years, across a range of asset classes and managed a portfolio of £1.4bn. She transitioned into LaSalle via the JLL graduate scheme after two years. Louise graduated from UCL with a Bachelor’s degree in Modern Languages and obtained a MSc in Real Estate (with Distinction) from Kingston University whilst working at JLL. She is an RICS Chartered Surveyor and speaks fluent French and Italian and intermediate level Spanish.

• Dean Heaney

  Head of UK Institutional

  Dean joined Franklin Templeton in 2020 as head of the UK institutional business. He joined from Invesco where he was Head of Government & Strategic Institutions in the UK and Ireland. With over 18 years’ experience working with institutional investors, Dean’s role at Franklin Templeton is to work in partnership with institutional clients to deliver better client outcomes. He is also responsible for developing new relationships with pension funds, insurance companies and investment consultants.

  Dean started his career at Fidelity International in 2003 and has worked in institutional sales and consultant relations roles at Royal London Asset Management and Pioneer Investments (now Amundi).

  Dean has a BA in International Business and holds the Investment Management Certificate.

• Stephen Kam

  Head of Product Management, Asia ex Japan Equities, Schroders
  

  Stephen joined Schroders in October 2018, and is Head of Product Management for Asia ex Japan equities. Stephen joined Schroders from HSBC Global Asset Management where he was Senior Product Specialist, Asia ex Japan Equities. Prior to this, Stephen was an Equity Salesperson with a number of investment banks including Merrill Lynch, CLSA and Standard Chartered. Stephen started his investment career in 1997 as a Research Analyst with Merrill Lynch. Stephen graduated with a Bachelor of Commerce degree from the University of British Columbia and is a Canadian Chartered Accountant.

• James Montefiore

  Client Director, UK & Ireland, Schroders
  

  James is a Client Director responsible for client servicing to UK & Irish pension funds and their advisers. He joined Schroders in 2000 and previously worked at Threadneedle and Scottish Widows where he worked in their institutional pooled fund teams. Prior to that he worked as a Private Client Investment Manager/Analyst for private bankers, Adam & Company in Edinburgh from 1989. His career commenced in financial services with private client stockbroker Williams de Broe in 1987. From 1979 he served for 8 years as an officer in the Royal Marines.

  Qualifications: Associate of the UK Society of Investment Professionals (UKSIP), previously known as AIIMR. Member of the CFA Institute. A Fellow of the Chartered Institute of Securities & Investment.

Program

1. 8:45 AM Login & Access Meeting

   The Roadshow will take place online via a ‘Zoom’ meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password, to all attendees in advance of the event.

2. 9:00 AM Welcome & Introductions

3. 9:10 AM Rotating Investment Masterclass I: Investing in Social Infrastructure: A Dual-Return Opportunity

   Social infrastructure is real estate that maintains and strengthens social services, for example: healthcare, education and other civic facilities and social housing. Such projects were once the sole province of European governments, but funding gaps and rising demand have left a multibillion-euro shortfall. There is now an opportunity for institutional investors to participate in the social infrastructure sector and potentially make a dual return: long-term stable, inflation-linked cashflows as well as the impact return of social and environmental benefits to communities.

   Speaker

   Louise Evans, Head of Asset Management, Franklin Real Asset Advisors

4. 9:50 AM Refreshment Break

5. 10:00 AM Rotating Investment Masterclass II: China - Is it Past its Peak or is it Starting on a New Growth Phase?

   We hear a lot about China every day, be it US/China trade wars, or being conscious that many consumer goods that we use every day are made in China. But not many of us invest there, and certainly not many of us invest directly. This presentation is to provide an introduction to the modern day aspects of this vast continent and vast economy; where growth is coming from and what is driving productivity, the impact of urbanisation, the level of education in the country, the investment in R&D, and where the opportunities lie, and finally how the ability to invest in their domestic equity market has opened up to investors.

   Speaker

   Stephen Kam, Head of Product Management, Asia ex Japan Equities, Schroders

6. 10:40 AM Questions and Close of Roadshow

7. 10:45 AM End