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Absolute Returns have failed to deliver on expectations. What does the future hold? Do they still have a role for investors? This event provides an opportunity to hear directly from two key leading providers in the area together with an independent insight of their capability to deliver in the future.

 

 

17:30 - Registration

18:00 - Panel discussion with the speakers  (1 hour)

Chair: Frank O’Riordan MCSI, President, CISI Ireland
 

 

 

Sara Morgan is a member of the Diversified Strategies team within BlackRock's Multi-Asset Strategies (MAS) group, which is responsible for developing, assembling and managing investment strategies involving multiple asset classes and implementation tools. Ms. Morgan is Head of Investment Strategy for the Diversified Strategies team focusing on fundamentally driven active allocation strategies with either a total return or custom benchmark / risk focus for both institutional and retail clients. Prior to joining BlackRock in 2007, Ms. Morgan spent four years at Wellington Management International Ltd. Previously she spent ten years with Merrill Lynch Investment Managers, which merged with BlackRock in 2006. In addition, Ms. Morgan spent five years working for the asset management arm of a major UK corporate group. Ms. Morgan earned a BA degree, with honours, in business from Leicester (De Montfort) University in 1989.

 

Chris Nichols, Investment Director, Multi Asset Investing, Standard Life Aberdeen Investments.
Chris is a Global Investment Specialist - Absolute Return and Multi-Asset Investing at Aberdeen Standard Investments. Chris is responsible for the development and management of absolute return strategies and tailored solutions for institutional clients. He leads a team of Investment Specialists dedicated to Aberdeen Standard Investments’ Multi-Asset Investing Team that draws together a broad array of the firm’s investment strengths to address challenging absolute return and liability driven mandates. Chris joined Standard Life in 1998, spending the first 5 years of his tenure as an actuary before becoming part of this team 2004 and helping to develop our flagship Global Absolute Return Strategies portfolio. Chris also previously spent 18 months in ASI's Boston office where he focused on investment solutions for our growing list of North American clients and consulting contacts.
Chris graduated with a BSc in Physics from Durham University. He is also a Fellow of the Institute of Actuaries.

 

Rory Gillen, Founder, GillenMarkets.
Rory Gillen is the Founder of GillenMarkets and has 30 years’ experience in the Irish financial services industry including with NCB stockbrokers, Zurich Life and Merrion Capital which he co-founded and for a number of years was Director of Equity Research. He is author of 3 Steps to Investment Succcess (published in 2012) and the investment guide A Guide to Sound Investing (published in 2016). Rory is also a regular commentator in the media on investment related issues.

Joe Mottley, Joint Founder, Clarus Investment Solutions.
Joe Mottley is a co-founder and joint principal of Clarus Investment Solutions. Clarus is an independent consultancy which provides investment advice and related services to a wide range of wealth managers, pension schemes, charities and corporate clients. It commenced trading in 2008 and is regulated by the Central Bank of Ireland.
He started his industry career in 1985 with AIB Investment Managers, where he occupied a variety of roles in equity portfolio management. In 1998 he joined Setanta Asset Management where he was subsequently appointed Chief Investment Officer and a director of the company. He left in 2007 to establish Clarus along with Paul McCarville, a fellow director of Setanta.
Joe’s original qualification is in electronic engineering. He holds an M.Sc. in statistics and economics, and is a Qualified Financial Adviser.

 

 

This is a co-joint event with