Sarasin Virtual Spring Seminar Week 2021

Megan is co-portfolio manager on the Sarasin Tomorrow’s World Multi-Asset Fund. She is also deputy fund manager of the Sarasin Responsible Global Equity Fund, Sarasin Thematic Global Equity Fund and Sarasin IE Global Equity Opportunities Fund.

Prior to joining Sarasin, Megan spent 4 years at Coutts & Co working as an Assistant Fund Manager for the Coutts Multi Asset Funds.

Megan is a graduate of Trinity College Dublin with a degree in Business, Economics & Social Studies. Megan also holds the Private Client Investment Advice and Management certificate (PCIAM) as well as the Investment Advice Diploma (IAD) and is a CFA® charterholder.

Alex is responsible for screening and researching stock ideas from the Global Energy and Industrials Universe and providing insight into macro events and themes which will influence the sectors.

Alex joined Sarasin & Partners in January 2017. Prior to joining Sarasin, Alex was employed at the Government of Singapore Investment Corporation (GIC) for 16 years as a global industrials and energy equity and commodity analyst and portfolio manager.

Before joining the GIC he was an analyst at Dresdner Kleinwort Wasserstein for five years. He covered the EU building and materials sector. Alex‘s career started in the city after graduating at National Provident Institution (NPI) as a UK fund manager.

Allanah is responsible for the management of UK and international private client portfolios. Allanah joined Sarasin in 2018 after having graduated with an MSc in Investment and Wealth Management from Imperial College Business School and previously a BSc in Chemistry from The University of Bristol.

Allanah holds the IMC (Investment Management Certificate) PCIAM (Private Client Investment Advice and Management Certificate) and has passed all 3 levels of the Chartered Financial Analyst (CFA) exams.

Alex has been with Sarasin & Partners since 2007, working primarily with the Global Equity franchise and is global equity portfolio manager for the Equity Opportunities fund. Prior to joining Sarasin in 2007, Alex spent four years at US hedge fund Arnhold and S. Bleichroeder working with global long only and alternative equity strategies, based in both New York and London.

From 1996 to 2003 Alex worked at Morgan Stanley as a sell-side equity analyst covering the capital goods sector and subsequently the aerospace sector. Whilst at Morgan Stanley, Alex qualified as a Chartered Financial Analyst (CFA, 1999) and from 1999 to 2003 was consistently ranked, with his team, in the top three by surveys such as the Institutional Investor Magazine - being top ranked both in Europe (2002) and globally (2000).

Alex is a Fellow of the Institute of Chartered Accountants in England and Wales, holds a BA in Economics and Statistics from the University of Exeter and has taken courses at the London Business School and Harvard Medical School.

Katherine joined Sarasin & Partners in March 2020. Prior to Sarasin, she worked at J.P. Morgan Asset Management in the Global Insurance Solutions team covering insurance companies in Europe and Asia. She has also worked at Société Générale Private Bank as an Investment Advisor and has completed internships at Goldman Sachs and NatWest. Katherine graduated from Queen Mary University of London with a degree in Economics and completed the Sustainable Finance course at the University of Cambridge.

Katherine sits on the Sarasin Diversity & Inclusion Steering Committee and the Diversity Project’s Steering Group.

Tom is a global equity analyst and member of the Sarasin Food & Agriculture Opportunities Fund team. He joined Sarasin in 2019, initially managing multi-asset investment strategies for charities. He started his career at Investec where he managed private client portfolios and specialist European real estate equity mandates.

Tom is a CFA® charterholder, a Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI), and holds the Investment Advice Diploma (IAD). He graduated from the University of Warwick in 2014 with a degree in History.

Natasha is currently a Partner and Head of Stewardship at the asset manager Sarasin & Partners LLP, where she steers the firm’s stewardship work, ensuring effective engagement, voting and public policy outreach in order to promote the creation of sustainable value. Since 2017, she has spearheaded Sarasin’s flagship Climate Active strategy.

Natasha has been a vocal advocate for reform of the accounting and audit system to promote long-term stewardship as well as action by company boards to confront climate change. Natasha is a member of the Committee of the International Corporate Governance Network, as well as the Consultative Advisory Group for the International Audit and Assurance Standards Board. Natasha sits on the Investment Committee for the Cambridge Assistants Contributory Pension Scheme and is a non-executive director at Carbon Tracker, a leading think-tank on investment and climate change.

Natasha has a background in development economics and responsible investment. Prior to joining Sarasin & Partners, she spent six years as the Senior Analyst leading ESG integration and several areas of policy work at the Universities Superannuation Scheme’s Investment Management arm; and four years in Budapest working with OTP Fund Management and the European Bank for Reconstruction and Development. Before moving into finance, Natasha spent a number of years working on sustainable development issues in Asia, Africa and Latin America. Natasha started her career as an Overseas Development Institute Fellow, working as the Chief Economist in the Guyana Forestry Commission.

Natasha has Masters in Economics from Cambridge University, an MSc in Natural Resource Economics from University College London, and is a CFA Charterholder.

Ben is responsible for leading analysis on climate change opportunities, as well as developing climate derived stress-tests and applying these to portfolio investments.

Prior to joining Sarasin & Partners in 2018, Ben worked for RBC and CIBC as a sell-side Equity Research Analyst covering global natural resources. He has also worked in audit and assurance for PwC in London, and as a commodities economist in Sydney, Australia.

Ben is a Chartered Accountant with the Institute of Chartered Accountants of England and Wales, holds a Certificate in Investments (Securities) from CISI, a Certificate in Economics of Competing Energy Technologies from Stanford University and graduated the Global MBA at Imperial College London with Distinction.

Josh is a sector analyst covering Technology, media and telecoms on a global basis.

Prior to joining Sarasin & Partners, Josh worked at Putnam Investments as an Equity Analyst covering pan-European financials, telecoms, tech and utilities companies. Prior to Putnam, he worked for a small Private Equity firm focusing on researching and analysing potential investments into software companies. He also worked at BNY Mellon Asset Management in a middle office role.

Josh has a degree in Economics from Birmingham University and CFA Level 1.

Jeneiv is Co-Portfolio Manager for Sarasin & Partners Food and Agriculture Opportunities. He is also an equity analyst covering Global Food and Agriculture.

Jeneiv joined Sarasin and Partners in 2017. Prior to this, he worked at T Rowe Price as an international equity analyst for seven years. Jeneiv began his investment career in 2008 at Mirae Asset Global Investment as an emerging market analyst.

Jeneiv has a BSc Hons Mathematics from University of Warwick and is a Chartered Financial Analyst (CFA).