Paul Middleton, Senior Portfolio Manager within Mirabaud Asset Management, has been in the asset management industry since 2002, and has focused on Global Thematic equities since 2009. Prior to joining Mirabaud Asset Management in August 2013, Paul was a portfolio engineer dedicated to global equity portfolios at AXA Framlington, which he joined in 2006. He started his career at Schroders where he worked as investment risk analyst. Paul Middleton holds a bachelor’s degree in economics from Bristol University and is a CFA Charterholder.

Nisha Thakrar joined Nedgroup Investments in 2023. She has more than two decades of experience engaging with retail and institutional clients across asset class. Nisha was previously at Capital Group where she was an investment specialist for the multi-asset solutions business, senior manager of the product development team in Europe and held various other roles. She holds a master’s degree with honours in electronic engineering with computer science from University College London. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Nisha is based in London.

Tom is responsible for company research within the Equity Management team, specialising in in-depth, bottom-up research, covering multiple companies. Tom joined from ZAN Partners having previously worked at Sigma Capital and PWC. Tom is a CFA Charterholder, a chartered member of the Chartered Institute for Securities and Investment and holds a CFA Certificate in ESG Investing. Tom studied Economics & Politics at Durham University.

Andrew Surrey is a Senior National Development Manager in the UK and Head of Active for Vanguard’s UK Distribution team. He is responsible for the delivery of insight into and market knowledge of Vanguard’s low cost active funds. He also develops messaging and presentations that build on Vanguard's research and thought leadership capabilities. Before joining Vanguard in April 2014, Mr. Surrey held senior management positions within wealth management, custodial and fund management groups. He has a BA in Politics and Economics from the University of Newcastle upon Tyne and is a Fellow of the Royal Society of Arts.

Wilfrid joined AVI in January 2018. He researches global holding companies and asset-backed special situations. Wilfrid has a BSc in Social Policy from the London School of Economics and is a CFA Charterholder.

Steven Romick is a Founding Partner of FPA, a Los Angeles-based award winning institutional investment manager. He serves as Portfolio Manager of the Nedgroup Investments Contrarian Value Equity Fund and the FPA Contrarian Value Strategy. Prior to joining FPA, he started his own firm, Crescent Management, in 1990 in order to focus on finding out-of-favour, low-risk/high-return investments in various parts of the capital markets. He also served as a Consulting Security Analyst for Kaplan, Nathan & Co. Steven was a nominee for Morningstar’s Domestic Manager of the Decade Award (2009). He earned a Bachelor’s Degree in Education from Northwestern University.

Mr. Hene is a portfolio manager for GMO’s Quality Strategies and a member of the Focused Equity team. He is also a member of the GMO Board of Directors and a partner of the firm. Previously at GMO, he was engaged in portfolio management within the Global Equity team. Mr. Hene joined GMO full-time in 1995. He has an MSc in Biochemistry from the University of Oxford and is a CFA charterholder.

Perry is a national active investment specialist for Vanguard. He is responsible for the delivery of insight into and market knowledge of Vanguard’s active funds. He also develops messaging and presentations that build on Vanguard's research and thought leadership capabilities. Perry has been with Vanguard for over 13 years, prior to this he has worked with other major investment managers throughout the UK.