Presenters
Rob Perrone - Orbis Investments
Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors, with primary responsibility for covering the Global Balanced Strategy. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charterholder.
Joanne Coan - L&G
Jo is focused on our Strategic partners and wealth managers in Retail Annuities, driving business and delivering against our target whilst unlocking new opportunities for our wider team. Jo joined L&G through our Defined Contribution Asset Management business in 2019 and prior to moving to Retail Annuities held the position of Head of DC Client Acquisition & Change. Throughout the last six years Jo has supported the acquisition and onboarding of some of Legal & General’s most strategic clients, building key relationships both internally and externally. Additionally, Jo has held the position of Co-Chair of the LEGIT Women’s Network being instrumental in setting up mentoring schemes throughout L&G.
Simon Evan - Cook - Downing
Simon Evan-Cook is a multi-asset, fund-of-funds manager with over 25 years’ experience in the investment industry. He began his career with Fidelity, before joining Rothschild Asset Management then Gartmore. He joined Premier Asset Management in 2006 where he built his reputation as a senior member of their award-winning multi-asset team. He joined Downing in 2022 to set up and manage the Downing Fox range of funds.
Tony Hicks - Copia Capital
Tony has more than 25 years’ experience in Financial Services, starting his career with United Friendly as a tied agent. He then progressed to senior financial adviser facing roles within the Sales and Marketing teams at Gartmore, Scottish Life, Aberdeen Asset Management and The Beaufort Group. Throughout his career Tony has worked closely with clients and partners at Life Companies, Nationals & Networks and Platforms both nationally and internationally, across all asset and product types. He is part of the Senior Leadership team at Copia, with input to product design and development.
Ross Mackinnon - Tatton
Ross is the Director of Strategic Accounts at Tatton co-ordinating the business development team within our Strategic Distribution Partners. As an Intermediary Sales Professional, he specialises in developing Strategic Business relationships with the Intermediary and Advisory Sales sectors. With a track record of presenting impactful solutions and insights, Ross provide senior support to intermediaries in growing and enhancing their business with the end consumer, combining deep industry knowledge with a commitment to assist their clients achieve their goals.
Tim Carr - Schroders
Investment Director, Schroders
Tim joined Schroders in 2008 and is a senior Investment Director in the Multi Asset team. Responsible for the coordination and delivery of all aspects of our investment proposition to clients including pension schemes, insurance companies and financial intermediaries, he has led a team of product specialists responsible for flagship institutional multi asset portfolios since 2015. Before this, he held roles including Investment Analyst and Fund Manager. Prior to joining Schroders, Tim was an officer in the Royal Air Force where he reached the rank of Squadron Leader and was an instructor on Tornado aircraft. Tim is a CFA Charterholder, a CAIA Charterholder and holds a BSc Banking and Finance from the London School of Economics.
Katrina Lloyd
Editor-in-Chief, Professional Adviser
Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine
Jen Frost
Professional Adviser – Editor