Speakers List - Investment Conference 2019

Keynote Speaker

Steven Bell

Chief Economist, Managing Director

BMO Global Asset Management EMEA

Steven Bell is Managing Director, Global Macro and BMO Global Asset Management EMEA's Chief Economist.

He manages BMO GAM's Global Market Strategy and chairs the Global Market Themes committee as part of the asset allocation process for BMO GAM.

Steven joined BMO after seven years running a successful Global Macro hedge fund at GLC Ltd.. Before that, he spent 20 years at Deutsche Bank and predecessor companies as Global Chief Economist and Head of Global Markets Research.

Steven has economics degrees from the London School of Economics and Stanford University and started his career as an Economic Adviser at the UK Treasury. He appears regularly on TV and radio and has written numerous articles on finance and economics.


Leo Cohen

Research Fellow

University of Leeds

Leo Cohen is a research fellow at the University of Leeds, where he is investigating the behavioural finance biases in the investment decisions made by institutional investors. He has a masters in Finance from the LSE and a PhD in psychology from UCL, and his work focuses on the intersection between economics, finance, and experimental psychology, in particular researching financial decisions and risk judgements.

Prior to joining academia, Leo was a consultant with Oliver Wyman, where he provided management and strategy advice to banks, asset managers, pension funds, and exchanges, across Europe.



Mary-Therese Barton

Head of Emerging Market Debt

Pictet Asset Management

Mary-Therese Barton joined Pictet Asset Management in 2004 and is the Head of Emerging Debt. Before taking up her current position in 2018, she was a Senior Investment Manager in the team. Mary-Therese joined as an Emerging Debt Analyst.

Prior to joining Pictet she worked at Dun & Bradstreet, where she was an economist responsible for analysing European countries.

Mary-Therese graduated with a BA (Hons) in Philosophy, Politics and Economics from Balliol College, Oxford. She also holds an MSc with distinction in Development Finance from the Centre for Financial Management Studies, SOAS (School of Oriental and African Studies), part of the University of London. Mary-Therese is also a Chartered Financial Analyst (CFA) charterholder.


Flavio Carpenzano

Senior Portfolio Manager—Fixed Income


Flavio Carpenzano joined AB in 2017 as a Senior Portfolio Manager for Fixed Income. In his client-facing role, he represents the market views and investment strategies of the firm's Fixed Income portfolio-management team, with a focus on credit-related strategies. Carpenzano has 12 years of experience and previously served in a similar role at PIMCO. Before that, he worked as an analyst for the Bank of England and as a trader at Citigroup. Carpenzano holds an MSc in finance and economics from Università Bocconi in Milan.

Colin Cartwright



Colin is a Partner in the Investment Practice, joining the company in 2002 as a graduate. He is the lead consultant to several private sector and public sector defined benefit pension schemes ranging in size from £100m to £1.5bn.

As a Lead Consultant, Colin spends most of his time working with clients advising them on all aspects of their investment arrangements. This will include setting high level risk and return objectives, implementation of strategy, supporting clients through corporate activity, ongoing monitoring and compliance.

Colin is also a member of the Investment Risk Settlement team. He works closely with clients that are approaching settlement projects. This includes long term planning for clients whose ultimate objective is buy-out, medium positioning of investment strategy as clients are approaching buy-in exercises and finally supporting clients as they transition to an insurer.

Colin's work has been recognised by the industry with him being named on the 40 under 40 Asset Management 2016 list compiled by Financial News. He is a regular speaker at conferences and events covering diverse topics from our latest investment ideas, how we interact with clients and longer-term objectives for pension schemes.

Alex Gitnik

Managing Director

Neuberger Berman

Alex Gitnik, PhD, Managing Director, joined the firm in 2017. Alex is a Client Portfolio Manager on the Fixed Income team, where he represents the broad range of the firm's fixed income strategies in the institutional and intermediary marketplaces across the EMEA region. Prior to joining the firm, Alex worked at Standard Life Investments, where he was the Investment Director/Senior Global Investment Specialist for Fixed Income and Absolute Return. Before that, Alex was at Wellington Management working as a Portfolio Specialist for their Global Credit and Absolute Bond suite of strategies. He began his career in 1997, having spent time at a number of banks in a variety of Fixed Income roles. Alex earned an MBA from The Wharton School of Business and holds a PhD and MS in Economics from Saratov State Socio-Economic University.

John Gray

Emerging Markets Credit Analyst

Legal and General Investment Management

John is an Emerging Markets Credit Analyst with particular expertise in Financial Institutions. He joined LGIM in 2015 from The Royal Bank of Scotland (RBS) where he was a vice president within the EM Credit Trading team. John is a Chartered Accountant and a CFA charterholder.

Michael Lilley



Mike is a Director at KPMG and qualified Actuary. He has 12 years' experience in pensions, advising both sponsors and trustees on a wide range of projects including member options exercises, Asset Backed Contributions (ABCs), insurance transactions, scheme mergers, and benefit change exercises. More recently he has become the appointed Scheme Actuary to his trustee clients, and has been guiding them through triennial valuations and developing a long-term strategy.



Toby Orpin

Senior Solutions Distribution Manager

Legal & General Investment Management

Toby is responsible for the distribution of LGIM's global fixed income capabilities to pension funds and institutional investors, and to their consultants. Prior to joining LGIM in April 2014, Toby was at LCP Investment Consultancy, working with clients on investment strategy and researching fund managers in the alternatives investment space. Toby has a Master's degree in Mechanical Engineering from the University of Exeter.

Colin Parnell

Head of Bulk Annuities


Colin takes a leading role in the preparation of schemes for the bulk annuity market and the execution of bulk annuity transactions. Colin's longstanding and regular contact with insurers allows him to understand what attracts insurers to a case in order to obtain the best terms for his clients.

Colin has over 15 years of pensions advisory experience and around 50 bulk annuity transactions to his name so he has seen most of the different journeys that can be taken to reach buy-out. Colin has successfully executed many annuity transactions for schemes including a £100 million pensioner only buy-in transaction and a large number of buy-outs for small to medium sized schemes. He works closely with a variety of insurers and achieves very high closure rates on the cases that he takes to the bulk annuity market.



Phil Redding

Head of UK Business Development


Phil has many years' experience in the industry as a consultant and a DB specialist. He has been involved in the building of two DC businesses as well as leading a major investment company across EMEA in business development in both institutional and retail. Now at Cardano, Phil leads on delivering investment solutions predominantly through Fiduciary Management.

A keen Seagulls (Brighton and Hove Albion) supporter, Phil is well versed in the challenges of performance related results.



Jonathan Stapleton


Professional Pensions

Jonathan is editor-in-chief of Professional Pensions and Workplace Savings & Benefits (WSB).

He started work as a journalist on capital markets magazine Central European in 2000 before joining internet start-up ii-Q.com, a pensions news service.

Jonathan joined Professional Pensions in July 2001 and has been there, barring a nine month sabbatical in 2004, ever since. He launched PP Online in 2006, became deputy editor of Professional Pensions in 2008, editor in 2009, launched WSB in 2012 and became editor-in-chief of both brands in 2014.

Jonathan has won a number of awards throughout his career - most recently the Society of Pension Professionals' Journalist of the Year Award 2014 and the Investment Association's Trade Journalist of the Year Award 2015 - and is holder of the Pension Management Institute's Retirement Provision Certificate.

Outside of pensions, Jonathan enjoys spending time with his young son and is becoming increasingly addicted to US box sets on his commute to and from the West Sussex coast.