Speakers
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Ryan Myerberg Portfolio Manager, Brown Advisory
Ryan is a Partner and Portfolio Manager in the global sustainable fixed income team. Prior to joining Brown Advisory in March 2021, Ryan was the Head and CIO of Absolute Return Fixed Income at Amundi Asset Management, leading a team of investors across four global investment hubs. He spent the previous 9 years at Janus Henderson Investors where he was responsible for launching Janus’ global fixed income platform in London in 2010, and serving as a portfolio manager across a number of global macro and global credit strategies. Prior to his move to London in 2008 with BlueMountain Capital Management, Ryan spent 6 years in New York, working at both Morgan Stanley and Lehman Brothers. Ryan received his Bachelor of Arts degree in foreign affairs from the University of Virginia in 2002.
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Rachel Perini Head of UK Institutional, Jupiter Asset Management
Rachel Perini is Head of UK Institutional. She is responsible for the management of the UK Institutional client business and all aspects with the relationship with Institutional clients in the UK. Rachel joined Jupiter Asset Management in October 2021. Prior to this, Rachel was a Client Relationship Manager, Executive Director, within UBS Asset Management’s Institutional business. 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. Rachel has a degree in Finance and Information Technology from the University of Virginia.
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Peter Curteis Institutional Sales Director, Brown Advisory
Peter is an Institutional Sales Director and part of the business development team for Brown Advisory’s international business. In this role he is responsible for building relationships with U.K. and global investment consultants and U.K.-based institutional investors such as DB/DC pension schemes, charities and insurers.
Prior to joining Brown Advisory in May 2017, Peter worked at Babson Capital (now Barings) on the U.K. Business Development desk servicing investment consultant and U.K. institutional clients. Peter started his career at Rabobank where he completed the Global Financial Markets Graduate Trainee program and subsequently worked on the Equity Derivatives sales desk until May 2013.
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Matthew Morgan Investment Director, Jupiter Asset Management
Matthew is lead Investment Director for Jupiter’s Fixed Income and Multi-Asset businesses with overall responsibility for business development and commercial strategy. His team ensures the funds are able to meet client needs through clear internal and external articulation of strategies, product design, and commercial positioning. Matt started in fund management in 2006, joining Jupiter in 2019 after 13 years at BlackRock, where he was a Director with lead responsibility for BlackRock’s relationships with some of the UK’s large financial institutions.
Matt has a degree in History and Modern Languages from Oxford University and is a CFA Charterholder.
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Maddi Forrester Head of Global Consultant Relations, MFS Investment Management
Madeline is a Managing Director of MFS International (U.K.) Ltd. and Head of Global Consultant Relations for MFS Investment Management® (MFS®). In her role, she manages a global team that collectively looks after the relationships between MFS and the largest global consultants. She is based in London.
Maddi joined MFS in 2014 as head of UK institutional business and assumed her current role in 2018. Prior to joining the firm, she oversaw the UK institutional business for AXA Investment Managers. Before that, she spent 16 years at Threadneedle Asset Management, where she served in a number of roles, including head of global institutional business, head of UK distribution, fixed income specialist, head of insurance asset management and fixed income portfolio manager.
Earlier in her career, she worked as a fund manager for J.P. Morgan and as a fixed income sales professional for UBS.
Maddi earned her bachelor’s degree from the University of Oxford. She is a council member of the Pensions Policy Institute and a member of the DC Investment Forum Advisory Board.
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Owen Murfin Institutional Portfolio Manager - UK, MFS Investment Management
Owen, CFA, is an Investment Officer and Institutional Fixed Income Portfolio Manager at MFS Investment Management® (MFS®). He 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.
Our portfolio managers are supported by our entire team of investment professionals in nine worldwide offices. The team employs a proprietary investment process to build better insights for our clients. The core principles of our approach are integrated research, global collaboration and active risk management.
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Tony Appiah Fixed Income Investment Specialist, UBS Asset Management
Tony is a Fixed Income Specialist and has been with UBS since August 2015. In his role, Tony liaises between the firm's fixed income investment teams and the various distribution channels. His responsibilities include developing, managing, and servicing client relationships. He also works directly with portfolio management teams across a number of UBS Asset Management fixed income strategies.
Prior to joining UBS AM in March 2020, Tony was a Senior Research Analyst within the Investment Management Research team at UBS Wealth Management Americas. In this role, Tony was responsible for manager due diligence across taxable fixed income strategies including global and emerging markets debt. Prior to UBS, Tony led fixed income manager research at Brown Brothers Harriman Private Bank. Tony began his career with Clearbrook Global Advisors as a Research Analyst.
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James Rogers Client Relationship Manager, UK Institutional Client Coverage, UBS Asset Management
James is a member of the UK Institutional Client Coverage team. He is responsible for managing relationships with institutional clients and is also responsible for building relationships with prospective clients.
James joined UBS Asset Management in July 2020. Prior to this, he worked at Vanguard Asset Management for over six years. In this time, James worked with a variety of UK clients and most recently worked as a Business Development Executive working with financial institutions implementing passive investment strategies.
James holds the Investment Management Certificate and the Certificate in ESG Investing
