Speakers List - UK Equities Breakfast 2019


Dan Kemp

Cheif Investment Officer, Investment Management Group, EMEA

Morningstar Investment Management

Dan Kemp is Chief Investment Officer for Morningstar's Investment Management group for the Europe, Middle East and Africa region. Dan leads Morningstar's 20-strong investment management team for the EMEA region, working with advisers and institutions to help them deliver world-class investment solutions to investors.
Dan joined Morningstar in 2014 as co-Head of Investment Consulting and Portfolio Management in the EMEA region. He previously served with Albemarle Street Partners, an investment consultancy partnership that he co-founded. Prior to Albemarle, he worked for Saltus Partners, managing the firm's flagship Saltus Multi Asset Class Fund. He has also worked as fund manager and head of fund research for Williams de Broë (formerly Christows).
Dan has 19 years' experience in research, investment management and investment consulting. He has managed a wide variety of portfolios, specialising in multi-asset risk graded products. He is also a well-known commentator on investment issues.


James Illsley

Portfolio Manager

J.P. Morgan Asset Management

James Illsley, managing director, is a portfolio manager in the J.P. Morgan Asset Management International Equity Group - Behavioural Finance Team. James manages UK core portfolios. An employee since 1999, James was previously a UK equity portfolio manager and director with Prudential Portfolio Managers UK (Ltd). James obtained an M.Eng in Mechanical and Nuclear Engineering from London University.

Daniel Nickols

Head of UK Mid & Small Cap Equities

Merian Global Investors

Dan joined the company in 2001 and leads the UK small- and mid-cap team. Dan's involvement with smaller companies began in specialist sales at Albert E Sharp from September 1995. He switched from the sell side to the buy side in May 1997, working on the Albert E Sharp Smaller Companies Fund. After graduating from the University of Cambridge in 1992 with a degree in modern and medieval languages, he joined Deloitte & Touche, before moving to the European equities division of Morgan Stanley in June 1994. He is IIMR qualified.

Matthew Tillett

Lead Portfolio Manager, Allianz UK Opportunities Strategy

Allianz Global Investors

Matthew Tillett is the lead portfolio manager of Allianz Global Investors' UK Opportunities strategy, which he has run since 2011. In addition, he is the deputy portfolio manager of The Brunner Investment Trust PLC and the Merchants Investment Trust PLC. He joined the firm in 2006 as part of the Global Graduate Programme. In 2007, he joined the research department as a pan-European media analyst and in 2008 he moved to portfolio management as part of the UK equity team. Prior to joining Allianz Global Investors, he worked at Datamonitor and the Office for National Statistics. He graduated from Bristol University with a first class degree in economics and economic history. He also holds a Master's in international political economy from the London School of Economics. He is a CFA Charterholder.

Ken Wotton

Lead Fund Manager

Gresham House Asset Management Limited

Ken has managed the LF Gresham House UK Micro Cap Fund since launch in 2009. Ken also manages the LF Gresham House Multi Cap Income Fund. Having worked at previous investment manager, Livingbridge, since 2007, Ken transferred to Gresham House in November 2018 as part of the sale of the fund and investment management business of Livingbridge VC. Ken graduated from Oxford before qualifying as a Chartered Accountant with KPMG. Ken then moved into equity research with Commerzbank and then Evolution Securities where he built sector expertise in telecoms and technology, knowledge of large and small listed companies and corporate transactions. Ken is an Alpha Rated Fund Manager with FE Trustnet.