Agenda
Arrival
12.15 | Arrival, Registration & Buffet Lunch
Speakers
13.00 | IBOSS
–
(13.45) 10 minute break
–
13.55 | Catherine Yeung, Fidelity
–
14.25 | James Thomson, Rathbones
–
(14.55) 10 minute break
–
15.05 | Panel Q&A
Drinks & Networking
15.45 (approx.) | Drinks & Networking
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Slide Deck
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.
Catherine Yeung, Fidelity International Investment Director
Catherine Yeung is an Investment Director for Fidelity International and is based in Hong Kong working within the investment team and with the Portfolio Managers. She is responsible for product management and communication of Fidelity’s equity investment capabilities across the region.
James Thomson, Rathbones Fund Manager and Executive Director
James Thomson has been lead manager of the Rathbone Global Opportunities Fund for the past 20 years and it is one of the top performing funds in the IA Global sector.
James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He holds the Investment Management Certificate, is a Fellow of the Securities Institute and sits on the Executive Committee of Rathbones fund management business.
James has been involved with the management of the Rathbone Global Opportunities Fund since its inception in 2001 and was appointed co-manager in 2003 and sole manager in 2005. He is frequently quoted in the financial press and has won numerous fund management awards over his 20-year career.
Location
Fidelity International, 111 Cannon Street, London, EC4N 5AR
You’ll find us in the heart of London, opposite Cannon Street rail and underground station, and just a 10 minute walk from St. Paul’s Cathedral.
