Annual Forecasting 2020
CFA UK’s Annual Forecasting event is an excellent opportunity to learn about and discuss the prospects for economies, markets and currencies over the next 12 months.
This year the event will be more engaging and interactive; there are no presentations and you are in control. We are looking for members to submit questions that will be put to our expert panel.
What questions do you want to be addressed? Do you want to know what is the best safe haven for 2020 or discuss which markets offer the greatest potential? Quickly and easily
Deadline for question submission is Tuesday 14 January.
Please note if you require special assistance or have specific access requirements, please contact the events team at email@example.com.
Event: 18:15 - 19:30
Networking: 19:30 - 20:30
CPD points: 1.25
Global Investment Strategist, Rothschild & Co
Kevin joined Rothschild in August 2014. Previously, he was Chief Investment Officer (Europe) at Barclays Wealth Management.
Prior to joining Barclays in 2009, Kevin worked for a number of investment banks and the Bank of England in a City career spanning 30 years. In 1994, at Morgan Stanley, he wrote the Celtic Tiger report on the Irish economy. Ireland still has the strongest trend growth rate of any Western European economy.
Kevin was educated at the United World College of the Atlantic, the London School of Economics and Cambridge University. He was a Governor and Chair of the resources committee at Atlantic College for nine years. He has been a member of the Welsh Government’s Financial and Professional Services Sector Advisory Panel, and is currently a member of the advisory board for the Cardiff Capital Region City Deal. His book, Making Sense of Markets, was published by Palgrave Macmillan in August 2015.
Helen Thomas, CFA
Helen, who was appointed to the society board in 2016, chairs the society’s value of the investment profession sub-committee. She was previously chair of the continuing education and committee, founded the FX special interest group and is a member of the women’s network.
Helen is currently CEO of her own company BlondeMoney, prior to which she was head of active discretionary currency at State Street Global Advisors. Before that, she was a partner at the global macro fund ABD Investment Management LLP.
Helen worked for thirteen years in foreign exchange at a number of investment banks, including Societe Generale and Merrill Lynch. She also spent time working in politics, as an advisor to George Osborne and as a Research Fellow at the think tank Policy Exchange.
CEO, Fasanara Capital Ltd
Francesco heads all portfolio management and research related activities at Fasanara. He also spearheads the identification and implementation of all relevant portfolio tail hedging strategies.
Prior to co-founding Fasanara, Francesco was Managing Director and EMEA Head of the MidCaps & Principal Investors group at Bank of America Merrill Lynch, a top producing investment practice comprised of 15 professionals. In his role, Francesco directed Bank of America Merrill Lynch operations across Europe, Middle East and Africa with responsibilities on multi- strategy, multi-assets portfolio solutions.
Prior to joining Merrill Lynch in 2000, Francesco was a research analyst at JP Morgan Securities where he started his career in 1997. In JPM, Francesco published several research white papers covering areas such as derivatives modeling and fixed income / volatility strategies.
Francesco is a graduate of Bocconi University in Milan and a scholar of Erasmus Universiteit Rotterdam.
Janet Mui, CFA
Global Economist, Cazenove Capital
Janet is a Global Economist working in the investment strategy team at Cazenove Capital. She joined in 2011 and previously worked in Citi Hong Kong as an analyst in global portfolio management and subsequently as a relationship manager to multi-national clients. Janet graduated with a BSc in economics from the London School of Economics (first class honours), holds an MBA in finance from the University of Cambridge and obtained a postgraduate certificate in econometrics from Birkbeck College, University of London. Janet is also a CFA Charterholder.