Director, UK Fund Distribution
Principal Global Investors
Alan is a Director, UK Fund Distribution at Principal Global Investors. He is responsible for the strategic direction, sales management and delivery for our UK Financial Institutions channels. The role involves building relationships with Private Banks, Wealth Managers, Fund of Funds, Platforms, Family offices, Rating Agencies. Alan joined the firm in 2017. Prior to his current role, Alan served as a Sales Director - UK Financial Institutions at Janus Capital. He received a BA Hons in Business Studies with H.R.M from University of East London.
Acting Editor & Chairperson
Natalie Kenway is acting editor of Investment Week. She first joined the publication in 2005 as junior reporter before working her way up to an editing role. She has a particular passion for covering diversity-related topics.
Founder & CEO
City Hive – Women in Asset and Investment Management
Bhavini ‘Bev' Shah, is the Founder and CEO of City Hive, the only professional network dedicated to uniting, supporting and championing women at all levels of asset and investment management. Prior to setting up City Hive she clocked up over fifteen years' in the City at some of the world's largest financial institutions - Aviva, Aviva Investors, Merchant Securities (now part of San Lam UK), HSBC, Bear Stearns & Lehman Brothers. She has extensive multi-asset multi-manager investment and governance experience as a portfolio manager and research analyst with a 360-degree understanding off the industry having held positions on both sides of the fence (platform, asset manager and private client investment manager). She holds a BSc (Hons) in Economics and Accountancy from City University (CASS) and is an Advisory Board Member of the Association of Professional Fund Investors (APFI). As a British-Indian dyslexic woman, Bev's strength is diversity.
Managing Director, Wholesale Distribution
River and Mercantile Asset Management
Mark began his career at Sun Alliance Insurance Group, Manchester in 1979. Six years later, he joined Mortgage & Insurance Services as a Financial Advisor, prior to being enlisted by Royal Trust Fund Management Ltd in 1998 to act as their Regional Sales Manager for the North of England. After three years at Scottish Widows Investment Management Ltd, working as the Broker Unit Trust Manager, Mark joined Credit Suisse Asset Management Ltd as UK Sales Director, Head of Retail Sales. After spending thirteen years with Credit Suisse, Mark left to found River and Mercantile Asset Management LLP as Managing Director, Wholesale Distribution.
Head of Manager Selection, EMEA
Morningstar Investment Management Europe Ltd
Ruli Viljoen is Head of Manager Selection for Morningstar's Investment Management team in the EMEA region. She is responsible for driving the research efforts of the investment team to ensure best ideas are surfaced and reflected in the Morningstar client portfolios and client panels, as well as ensuring that there is a buy list of suitable alternative funds at all times. In addition, Ruli is involved in the management of client relationships.
Ruli joined Morningstar in 2010 through the company's acquisition of OBSR, where she had worked since 2009. Most recently she served as head of investment research for Morningstar's open-end manager research in the UK.
Prior to joining OBSR, Ruli managed the long-only fund of funds portfolios for TriAlpha Investment Advisors, a London-based asset management group. She was previously a private client relationship manager for Nedcor Investment Group, a private banking organisation based in South Africa. She has worked in the UK fund research industry since 1996 and the investment industry since 1987.
Ruli holds a B.Soc.Sc in Economics, with honours, from the University of Cape Town. She also holds the Investment Management Certificate and the Investment Advice Certificate.