Speakers

Chris Metcalfe, IBOSS Chief Investment Officer

Chris has over thirty-eight years of industry experience, having entered the financial services industry straight from school aged 17, before co-founding IBOSS Ltd in 2008.

Chris always makes himself available to advisers and planners alike, as well as clients if necessary, and is renowned for his straight-talking approach and pragmatism.

Chris Rush, IBOSS Investment Manager

Chris has worked closely for over a decade with Chris Metcalfe and the team monitoring individual fund performance, as well as assisting and enabling decisions to be made on portfolio content. His hands-on experience and technical knowledge are intrinsic components of the decision-making process.

Rupert Thompson, IBOSS Chief Economist

Rupert assists the IBOSS investment team as Chief Economist.

Rupert has an MA from Oxford University and has worked in the City for over 30 years. His previous roles have included chief economist, head of research and chief investment officer and have been at various financial institutions including Henderson Global Investors, Deutsche Bank and UBS.

Rupert provides a weekly market update to advisers and planners who have clients invested via IBOSS investment solutions.

Duncan MacInnes, Ruffer Investment Director & Partner

With 14 years of experience in financial markets, Duncan specialises in investment matters, market volatility and asset allocation. His primary role at Ruffer is as Co-Manager of both the Ruffer Investment Company and the Ruffer Diversified Return Fund.

Duncan is a CFA Charterholder and has completed Executive Education courses at the Edinburgh Business School and Columbia Business School, he also holds an LLB Law (Hons.) from the University of Glasgow.

While working towards his CFA accreditation, Duncan created an investment blog where he discussed issues relating to financial markets. The platform showcased his financial know-how and led to his start at Barclays as a Graduate, where he later worked in London, Edinburgh, Glasgow and Singapore.

Daniel White, M&G Investments Head of Global Equities

Daniel White joined M&G in 2005 as a sector analyst and has worked on various value strategies since 2008.

Before joining M&G, Daniel worked at Deloitte & Touche as an accountant after graduating from the University of Southampton with a BSc in oceanography in 2001.

He qualified as a chartered accountant in 2005 and is a CFA charterholder. He is manager and deputy manager for a range of American and European value strategies domiciled in London and Luxembourg.

Location

The Queens Hotel, New Station Street City Square, Leeds LS1 1PJ