05/10/2023, 9:00 am DoubleTree by Hilton, Leeds City Centre

Northern Congress, Portfolio Adviser

Event description

Seilern is pleased to confirm that we will be presenting the Seilern World Growth Fund at Portfolio Adviser’s Northern Congress on 5th October at the DoubleTree by Hilton, Leeds. Chara Hoelzl, will set out our Quality Growth investment philosophy and process, how we construct a concentrated portfolio of between 17-24 global equities and explore the role the fund can play in professional intermediaries’ portfolios.

Itinerary

Location: DoubleTree by Hilton, Leeds

Date: Thursday 5th October, 2023

The event will run from 9:00am on Thursday 5th October. During which we will be available for discussions and are scheduled to present in the allocated slots.

For more information and where to register click here.

1

Chara Hoelzl

Research Analyst

2

Louis Wood

Business Development, UK

3

Olivia Harrison

Sales and Marketing Analyst

Speakers

Location

DoubleTree by Hilton Leeds City Centre
Granary Wharf,
2 Wharf Approach,
Leeds
LS1 4BR

Fatima Mya Al-Ajami

Risk & Internal Audit Manager

Fatima is Risk and Internal Audit Manager at Seilern, responsible for managing business risks as well as performing the firms’ internal audits. Prior to joining Seilern in June 2015, Fatima worked in the charity sector and started her career in the client services team at Barclays Bank. Fatima obtained her BA in Middle Eastern Studies from the School of Oriental and African Studies graduating with honours and obtained a master’s degree in Politics at the University of London. Fatima holds the CISI Investment Operations Certificate, the CISI Certificate in Managing Operational Risk in Financial Institutions as well as the IIA Certificate in Internal Audit and Business Risk. Fatima is fluent in English, Arabic and Swahili.

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Cassie Berthoux

Head of Business Development

Cassie is the Head of Business Development at Seilern Investment Management Ltd, where she is responsible for the firm’s sales, client servicing and marketing and communications teams.  She has been with SIM since 2015.  Prior to working for Seilern, she spent five years at BNP Paribas, both in New York and London, heading up the marketing efforts for several product lines, including Fixed Income, Equity and Commodity Derivatives products. She started her career at Goldman Sachs, as a sales analyst within their Securities Division.  Cassie holds a Post Graduate Diploma in Strategy and Innovation from Oxford Saïd Business School and Bachelor’s of Science in both Finance and Accounting from Villanova University in Philadelphia.

Cassie is a secondee at Seilern International AG, leading the distribution efforts for the Seilern International Funds into Europe.

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Akash Bhanot, CFA

Research Analyst

Akash is a Research Analyst at Seilern. As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined Seilern in 2022, prior to which he was a sell-side Research Analyst at Redburn, covering the retail and sporting goods sector. Akash is a graduate of Cambridge University (BA Hons in Economics) and is a CFA Charterholder.

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Marco Lo Blanco, CFA

Research Analyst & Portfolio Manager

Marco is a Research Analyst and Portfolio Manager at Seilern. As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined Seilern in 2018, prior to which he was an investment manager at Standard Life Aberdeen, having worked across Australian, Asian and Pan European equity markets. Marco started his career in 2009 as a forensic auditor for KPMG, qualifying as a Chartered Accountant before working in KPMG’s Corporate Finance division as a financial modeller. Marco holds a Commerce degree from the University of Sydney, and is a CFA charterholder. Marco is fluent in English and Italian.

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Serena Desai

Management Accountant

Serena is the Management Accountant at Seilern Investment Management Ltd. She works with the Finance Manager and is responsible for the firm’s finance function. Serena joined Seilern in 2023 from Haysmacintyre LLP, where she was an audit manager within the Financial Services department, specialising in corporate finance boutiques and hedge funds. After Serena passed her ACA exams, she became a member of the ICAEW in January 2021.

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Michael Faherty, CFA

Research Analyst & Portfolio Manager

Michael is a Research Analyst and Portfolio Manager at Seilern. As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined Seilern in 2016. Prior to that, he worked in the US Equity team at J.P. Morgan Asset Management and at J.P. Morgan Chase as a graduate analyst. Michael holds a Law degree from University College Cork and a Masters degree in Finance from Trinity College Dublin. He is a CFA charterholder.

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John Grant

Trading & Operations Manager

John is Trading and Operations Manager at Seilern with responsibilities covering the management of trade execution and investment operations. Prior to joining Seilern, John started his career at J O Hambro Capital Management Ltd before joining Barings Asset Management where he held roles covering Multi Asset Investment and Pan European Equities.  John graduated from the University of Brighton in 2010 with a degree in Business Management and holds the Level 4 Investment Management Certificate.  John has been with Seilern since 2018.

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Stuart Gunderson

Chief Operating Officer

Stuart is the Chief Operating Officer at Seilern. Prior to joining Seilern, Stuart Gunderson was Chief Operating Officer, Chief Compliance Officer and a Founding Partner of Kiltearn. Stuart started his career in 1997, working at firms including Deutsche Bank, HSBC Global Fund Services, Morgan Stanley Private Wealth Management and Franklin Templeton Investments. He has vast experience in a number of operational and servicing roles and has strategically and successfully managed business change throughout his career by focussing on enhanced client service, reduction in risk and cost management. Stuart is qualified from the Chartered Institute for Securities & Investments (C.I.S.I).

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Olivia Harrison

Sales & Marketing Analyst

Olivia is the Sales and Marketing Analyst at Seilern Investment Management Ltd. and is responsible for maintaining the firms’ marketing materials and tools as well as supporting the broader sales team. Olivia began her career at SIM in November 2020. Prior to joining Seilern, she worked as an intern in the events industry and is a graduate of Oxford Brookes University (BA Hons Business and Events Management).

Olivia is a secondee at Seilern International AG, responsible for distributing the Seilern International Funds into Europe.

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Charalee Hoelzl, CFA

Research Analyst

Chara is a Research Analyst. As a member of the investment team, she is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. Chara joined Seilern in early 2022, having previously worked as an Investment Manager at Ruffer where she supported the flagship, multi-asset international fund and managed portfolios for institutional clients. She graduated from James Cook University, Australia, with a dual degree in Business and Law with first class honours (BBus and LLB (Hons)) and is a CFA Charterholder.

 

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Nikhil Jacob

Trader

Nikhil is a Trader at Seilern Investment Management and is responsible for trade execution and TCA analysis across the Seilern Funds. Nikhil also assists in the firm’s investment operations, including managing counterparty relationships and project work. Prior to joining Seilern, he worked as a Multi Asset Retail Trader at Seven Investment Management. Nikhil graduated from Robert Gordon University in 2016 with a degree in Accounting & Finance. He then completed an MSc in Finance & Investment at Loughborough University, graduating with a distinction.

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Majda Lamarty

Office Manager (SIAG)

Majda Lamarty is the Office Manager at Seilern International AG. She is responsible for overseeing daily administration, reception and office activities. She joined SIAG in January 2022, prior to which she worked as an Office Manager at Mensarius AG and as a Receptionist at the FIFA in Zurich. Till then she had developed her career as a Secondary English Teacher in Spain. Majda holds a Law Degree from the Universidad de Zaragoza and a Master’s degree in EU Law from the Universidad Politécnica de Madrid. She also earned a Post Graduate Certificate in Education from the Universidad Complutense de Madrid. Majda is fluent in Spanish, English, French, Italian and German.

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Fernando León

Research Analyst & Portfolio Manager

fleon@seilerninvest.com

+44(0)2074941996

Fernando is a Research Analyst and Portfolio Manager at Seilern. As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined Seilern at the beginning of 2014. Prior to that, Fernando worked as a fund selector for Lazard Wealth Management in Madrid. He obtained undergraduate and master’s degrees in business management from the Colegio Universitario de Estudios Financieros and a second master’s degree in portfolio management from the Instituto de Estudios Bursatiles in Madrid. Fernando is fluent in English and Spanish.

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Quentin Macfarlane, CFA

Research Analyst & Portfolio Manager

Quentin is a Research Analyst and Portfolio Manager. As a member of the Investment Team, his primary focus is seeking out new opportunities for the Seilern Universe, as well as conducting fundamental research on existing companies. He joined Seilern in September 2018, having previously worked as an analyst on the European Long/Short Fund at BlueCrest Capital. He started his career at Macquarie Bank, working both in London and in Hong Kong. He is a graduate of Oxford University (BA Hons in Philosophy, Politics and Economics) and has passed all three levels of the CFA.

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Corentin Massin, CFA

Research Analyst & Portfolio Manager

Corentin is a Research Analyst and Portfolio Manager at Seilern. As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He has been with Seilern Investment Management Ltd. since 2013. Corentin graduated from Reims Management School in 2011 with a degree in International Business. He then completed a Masters in Finance at the Ecole Supérieure de Commerce de Reims in 2012 (ESC Reims), graduating with honours. He is a CFA Charterholder. He is fluent in French, English, and Spanish.

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Paolo Rizzini

Chief Risk Officer (SIAG)

Paolo Rizzini is Chief Risk Officer at Seilern International AG. He is responsible of the development and maintenance of the risk management framework for SIAG, as well as monitoring compliance with risk limits; he also holds responsibility over Fund Accounts and Controlling, Financial Reporting, Capital Management and IT. He joined SIAG in 2021, prior to which he worked for seven years as Chief Risk Officer at Mensarius AG (a Zürich-based asset management firm specialized in bottom-up Equity portfolios). From 2008 to 2013 he worked as Portfolio Risk Manager in the fund-of-hedge funds business of Man Group in Switzerland. From 1999 to 2008 he worked in the asset management business of UBI Banca Group in Italy, where he started as quantitative analyst and became Head of Risk Management in 2005. Paolo earned his Master of Science degree in Statistics and Economics from the Università Cattolica del Sacro Cuore of Milano in 1999. Paolo is fluent in English and Italian.

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Karl Safft

Business Development, DACH

Karl is responsible for business development in the DACH region at Seilern International AG.  Until 2019, he ran his own Multi Family Office boutique, focusing on fund selection and strategic asset allocation to structure multi-manager, multi-asset-class portfolios.  He previously served German-speaking UHNWI and semi-institutional investors at Credit Suisse Investment Partners and Morgan Stanley International.  He began his career with PricewaterhouseCoopers, Hamburg.  Karl is Diplom-Kaufmann (MSc) in accounting from University of Cologne and MBA (honors) in Finance from the Kellogg School of Management, Evanston/Chicago, where he studied as a Fulbright Scholar. He speaks German and English.

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Peter Seilern

Chairman & Chief Investment Officer

Peter is the Chairman, Director and the controller of Seilern Investment Management Ltd as well as the Chairman and Chief Investment Officer for Seilern International AG.  Peter has been active in the financial services industry since 1973 when he joined Creditanstalt-Bankverein in Vienna. He served as an institutional portfolio manager with Hambros Bank Limited between 1979 and 1986. In 1986 he joined Notz, Stucki and Cie, Geneva and London, where he managed private client portfolios until 1989.

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Tassilo Seilern

Chief Executive Officer & Head of Research (SIM)

Tassilo is the Chief Executive Officer and Head of Research for Seilern. As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. Tassilo joined the firm in 2010 as an Analyst for Stryx Europa, and took over the management of the Stryx Europa fund (2014-2018). Tassilo is a graduate of Trinity College in Dublin (BA Hons in Philosophy and Political Science) and holds a Diploma of the Diplomatic Academy of Vienna. Tassilo is fluent in English, German and Spanish.

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Anton Seilern

Chief Executive Officer (SIAG)

Anton is the Chief Executive Officer and Member of the Management Board of Seilern International AG.  In this role he heads the executive body of the UCITS management company appointed to administer Seilern International Funds Plc and oversee the investment management function performed by Seilern Investment Management Ltd.  Anton holds a BSc in Political Sciences from Bristol University and is admitted as a solicitor in England and Wales.  Prior to joining Seilern International AG in 2022, Anton was an executive and board member of Industrie‐ und Finanzkontor Etablissement, a leading fiduciary trust company in Liechtenstein, and prior to that worked for over a decade as a senior lawyer at two renowned global firms in London and Singapore.

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Peri Simpson

Finance Manager

Peri is the Finance Manager and Company Secretary of Seilern Investment Management. She joined Seilern in May 2017 from Ernst & Young LLP, where she was an audit manager within the Wealth and Asset Management department; specialising in hedge funds, investment trusts, wealth managers and private banks. Prior to that, Peri had worked in two small and medium size audit firms, Wilder Coe LLP and Price Baily LLP, starting Wilder Coe LLP as a school leaver. Peri trained and passed the AAT, ACA  and CTA exams, becoming a member of the ACA in September 2012 and a member of the CTA in December 2021. Peri has around 10 years’ experience in accounting and audit, and over 9 years specialising in the Financial Services sector.

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Louis Wood

Business Development, UK

lwood@seilerninvest.com

+44(0)2074941996

Louis is responsible for business development in the UK Wholesale market for Seilern Investment Management Ltd. He joined Seilern in January 2021 having previously been Sales Director at Jupiter Asset Management, where he spent the bulk of his career (17 years) as well as holding senior distribution roles for a private equity business and S.W. Mitchell Capital, a London-based equity investment boutique. He studied Law at University College London and English Literature at Kings College, London.

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Nian “Nina” Yu, CFA

Research Analyst & Portfolio Manager

Nina is a Research Analyst & Portfolio Manager at Seilern. As a member of the Investment Team, she is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. She joined Seilern in November 2019. Previously she worked as an Equity Research analyst on the European small-mid caps team in BNP Paribas Asset Management in Paris. She started her career at Oriental Mutual Fund in Beijing before she joined Bank of China International as an Equity Research analyst. She graduated from Beijing University of Astronautics and Aeronautics (BA in Material Science & Engineering and MA in Management & Economics). She then completed MBA in Finance at HEC Paris. She is fluent in English and Chinese.

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