SPRING SEMINARS 2023 A WORLD WITH OPPORTUNITY

Alex is Head of Sarasin Bread Street, Sarasin & Partners’ private markets business, where he is a Partner. He previously co-founded Bread Street Capital Partners and held senior investing roles at Janus Henderson, Aberdeen Standard Investments (now abrdn) and Deutsche Asset Management. He became Head of Private Equity at Aberdeen in 2009, and subsequently Global Head of Private Markets Investment Oversight. He has managed several investment companies (Aberdeen Private Equity Fund Ltd; Henderson Alternative Strategies Trust plc) and has run portfolios for corporates, local authorities and endowments. Alex is an Alderman of the City of London, has held various non-executive directorships and chaired multiple governance structures including the City’s Audit & Risk committee. Holding an MA in Economics and Accountancy from Aberdeen University, Alex has passed Säid Business School’s Oxford Artificial Intelligence Programme and is an associate member of the UK CISI.

Henrietta assists with the management of UK and international portfolios. Prior to joining Sarasin & Partners in June 2020, she worked at a family office in London. Henrietta graduated with a BA in History and Politics from the University of Birmingham.

Henrietta holds the Investment Management Certificate (IMC), the CII Level 1 Diploma in Financial Planning and is currently studying for the final exam of the Chartered Wealth management qualification.

Ben joined Sarasin & Partners in 2017. He started his career at Friends Provident as graduate trainee and after nearly 4 years moved to Henderson Global Investors where he was for over 14 years managing European (including UK) equities funds, rising to Director and Head of the Mainstream European team. Prior to joining Sarasin, Ben spent 9 years at GIC Private Ltd in a similar capacity.

Ben hold a BSc (Hons) degree in Economics and Politics from Bristol University, is Associate of the Society of Investment Professionals and a member of the CFA Institute.

James is responsible for the management of portfolios on behalf of charities and UK institutions. He is also a member of our Investment Policy Committee, co-author of the Sarasin Compendium of Investment, and co-chairs our D&I Steering Committee.

Prior to joining Sarasin & Partners in October 2012, he spent seven years at GAM London Limited where he was a Portfolio Director.

James has a degree in Business Management from the University of Newcastle and is a qualified Chartered Alternative Investment Analyst. He also holds the Investment Management Certificate (IMC) and has passed CFA level 1.

Harveer assists with the management of portfolios for a variety of UK and international private clients and charities. Prior to joining Sarasin in 2021, Harveer spent 10 years in the industry looking after Private Client and International portfolios; joining Rathbones in 2012 following their acquisition of Taylor Young Investment Management.

Harveer graduated with a BSc Hons in Economics from the University of York. He holds the Investment Advice Diploma (IAD), the Level 6 Private Client Investment Advice and Management certificate (PCIAM), and the Level 7 CISI Chartered Wealth Manager Qualification.

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.

Prior to joining Sarasin & Partners in 2017, Tania spent two years at Conservation Capital working on the investment team and later became COO. Before this Tania spent eight years at Ruffer LLP where she was responsible for managing multi-asset, absolute return portfolios for charities, pensions, trusts, and private clients. She has over ten years of investment experience. Tania graduated with an MA (Hons) degree in Classics & Spanish from the University of Edinburgh. She holds the CISI Diploma and the Investment Management Certificate (IMC) and is a member of the UK's Chartered Institute for Securities and Investment.

Kamran manages portfolios on behalf of charities and not-for-profits. Prior to joining Sarasin & Partners in 2019, he worked for J.P. Morgan. He was first based in Geneva, where he supported the Head of Investments for Europe, the Middle East, and Africa, and then moved to London to grow the investment funds platform.

Kamran graduated with an Economics degree from the London School of Economics. He also has the CFA ESG Investing Certificate and the CFA Diploma in Investment Management.

He mentors students and recent graduates through his work with upReach, Sponsors for Educational Opportunities, and the LSE Economics department.

Mashrufa joined Sarasin & Partners in August 2021. Prior to joining Sarasin, Mashrufa worked at J.P. Morgan for four years as a Senior Associate. She graduated in International Relations from King’s College London and holds the CFA’s Level 4 Investment Management Certificate (IMC). Mashrufa is also a trustee and board member for Leaders In Community, a grassroots charity driving youth social action and leadership in inner city London.

Guy Monson, Chief Market Strategist and Senior Partner of Sarasin & Partners LLP, has over 35 years of investment experience having joined the company in 1984. In 1988, he became manager of Sarasin’s flagship GlobalSar (now Multi Asset) family of balanced investment funds, winning awards for investment performance and risk profile. He has pioneered the use of thematic investment in the management of global equity portfolios and today leads the firm’s global investment and markets strategy for a wide range of charitable, endowment and private clients.

Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. He is also a member of the London School of Economics IDEAS Advisory Board and a Foundation Fellow of Lady Margaret Hall, Oxford University.

Prior to joining Sarasin, Niloofar worked at the Australian High Commission (Treasury representative) covering the UK and the Eurozone economies, as well as G20 policies.

She also has several years of experience on the Chinese economy, both at Timetric (an emerging markets economic consultancy), and at the Australian Treasury in Canberra where she trained as an economist prior to moving to London.

Melanie joined Sarasin & Partners in 2011 and was appointed Head of Charities in January 2023. She has over 25 years’ investment experience and is responsible for the management of charity and private client portfolios. Melanie speaks regularly at Sarasin seminars and was the Editor of Sarasin’s quarterly publication, the House Report, for ten years.

Prior to joining Sarasin & Partners, Melanie spent 16 years at Newton Investment Management. She qualified with a degree in Modern Languages from Durham University and is an Associate of the Chartered Institute for Securities and Investment. Melanie is also a Non-Executive Director of the BlackRock Sustainable American Income Trust.

Octavia joined Sarasin & Partners in August 2021. She began her career at Gravis Capital Management supporting the UCITS sales team, following the completion of her MA (Hons) degree in History from the University of Edinburgh. Octavia holds the CFA’s Level 4 Investment Management Certificate (IMC).

Alexander is responsible for the management of charity portfolios; a member of the Sarasin Climate Active Advisory Board and CAIF Advisory Committee, the Stewardship Steering Committee, and Ethical Committee.

Alexander has over 15 years' investment experience. He joined Sarasin & Partners LLP in 2014, from Newton Investment Management where he managed international private clients and trusts, as well as investment models.

He holds a Degree in Experimental Psychology from Bristol University, the Private Client Investment Advice and Management Diploma (PCIAM), and Investment Management Certificate (IMC). Alexander is a Member of the Chartered Institute for Securities and Investment.

Helena joined Sarasin and Partners LLP in October 2020. She started her career at Rathbones in 2018, following the completion of her BSc (Hons) degree in Economics and Management from the University of Bristol.

Helena is a member of the Chartered Institute for Securities and Investments (CISI), having achieved the CISI Level 4 Investment Advice Diploma in 2019.

James is a Partner in Sarasin & Partners LLP and co-heads Sarasin Bread Street, a specialist private markets business formed in 2022.  Prior to this he co-founded Bread Street Capital Partners, held senior investment, product and capital markets roles at Aberdeen Standard Investments (now abrdn), SVG Advisors, Nomura and Merrill Lynch, and started his career at Dresdner Kleinwort in 1985.

James has a long track record of private market investing and has launched and managed investment funds for all types of institutional and professional investors. These include innovative private equity collateralised fund obligations and Aberdeen Private Equity Global FOF plc, an Irish Stock Exchange listed fund. At Aberdeen he was responsible for all European clients’ private markets portfolios, with then over £8bn of assets. He is a Non-Executive Director of Oxford Capital, an award-winning venture capital firm investing into early stage UK companies in the Digital and Artificial Intelligence sectors.

James attended St Catharine’s College, Cambridge University, and graduated with an MA in Natural Sciences. He has an MBA from London Business School.