Speakers List - Market Focus 2018: Global Equities
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Speaker

Dirk Hoffman-Becking

Portfolio Manager – International Equity Team

Morgan Stanley Investment Management

Dirk is a portfolio manager for the London-based International Equity team. He joined Morgan Stanley in 2013 and has 20 years of investment experience. Prior to joining the firm, Dirk worked for Société Générale as Global Head of Bank Sector Research. Previously, was a senior research analyst covering European Banks at Sanford Bernstein. Prior to that, Dirk spent five years as a consultant for McKinsey & Company and three years as a strategy manager at ABN Amro. Dirk has a Ph.D. in Law from Christian Albrechts University of Kiel, Germany and trained and worked as a lawyer at Freshfields Bruckhaus Deringer.

Ben Preston

Porfolio Manager

Orbis Investments

Benjamin Preston, Master of Arts (Honours) in Mathematical Sciences (University of Oxford), Chartered Financial Analyst. Ben joined Orbis in 2000. Based in London, he leads the global sector investment team and is one of the stockpickers who directs client capital in the Orbis Global Equity Strategy. He previously worked at Barclays Private Investors.

Joost de Graaf

Senior Portfolio Manager, Kempen Divdend Team

Kempen

Joost de Graaf joined Kempen in March 2006 as a senior Portfolio Manager of the Dividend Team. He also has research responsibility for the financial sector. In the seven years prior to Kempen Joost worked for ING Investment Management. He started by setting up and expanding the Investment Services department and worked as a senior investment manager within the Value Team. Joost de Graaf studied Industrial Engineering and Management at the University of Twente and is a CFA charterholder.

Monica Carta

Portfolio Specialist

Morgan Stanley Investment Management

Monica is a portfolio specialist for the Global Franchise, Global Quality and Global Sustain strategies and a member of the International Equity team. She joined Morgan Stanley in 2002 and has 16 years of industry experience. Prior to joining Investment Management, she worked in the Fixed Income Division for the Securitized Product Group. Before joining Morgan Stanley, Monica worked at PriceWaterhouse Coopers in their business process outsourcing product development team.

Ramiz Chelat

Executive Director & Portfolio Manager: Vontobel Fund – Global Equity

Vontobel Asset Management

Mr Chelat joined Vontobel Asset Management Inc. in July 2007 as a senior research analyst and was promoted to deputy portfolio manager on the firm’s Global Equity strategy in June 2016. In addition to his portfolio management responsibilities, Mr Chelat maintains his research responsibilities focussing on the consumer discretionary, consumer staples and information technology sectors. Prior to joining Vontobel, from 2004 to 2007, he was head of consumer and media research at Macquarie Hong Kong, and an analyst at Macquarie Australia from 2000 to 2004. Prior to that, he was a financial analyst at Optus from 1999 to 2000. He received a Bachelor of Commerce in Accounting and Finance from Macquarie University. In addition, Mr Chelat is a member of the Institute of Chartered Accountants of Australia as a qualified chartered accountant. Ramiz Chelat is a CFA® charterholder.

Spencer Adair

Investment Manager

Baillie Gifford

Spencer graduated BSc in Medicine from the University of St Andrews in 1997, followed by two years of clinical training in Edinburgh. He joined Baillie Gifford in 2000 and spent time working in the Fixed Income, Japanese, European and UK teams, before becoming an Investment Manager for the Global Alpha strategy. He became a Partner in 2013.