SPRING SEMINARS 2023 A WORLD WITH OPPORTUNITY

Alex 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 roles at Janus Henderson, Aberdeen Standard Investments (now abrdn) and Deutsche Asset Management, and started his career with Franklin Templeton in 1993. Alex has a wealth of private markets investing experience having led two LSE-listed investment companies (Aberdeen Private Equity Fund Ltd, Henderson Alternative Strategies Trust plc), and has managed pension fund mandates for corporates, UK local authorities, government agencies, life companies, and endowments. He chaired Aberdeen’s award-winning Defined Contribution pension scheme and is current Chairman of the City of London Corporation’s Audit & Risk Management Committee. Alex has an MA in Economics and Accountancy from Aberdeen University, passed the inaugural Oxford Artificial Intelligence Programme at Säid Business School, and is an associate member of the Chartered Institute of Securities and Investment.

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 an BA in History and Politics from the University of Birmingham. She holds the Investment Management Certificate (IMC), the CII Level 1 Diploma in Financial Planning and is currently studying for the Chartered Wealth Management exams.

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.

Bede joined Sarasin & Partners in July 2021. He started his career at JP Morgan Asset Management where he assisted in the development of JPMAM’s institutional ESG reporting offering.

Bede was awarded a distinction for his MSc in Accounting from the University of Manchester and has completed the CFA Level 1 and the CISI Investment Operations Certificates.

James is responsible for the management of portfolios on behalf of charities and UK and international private clients. He is also a member of our Investment Policy Committee and the co-author of the Sarasin Compendium of Investment.

Prior to joining Sarasin & Partners in October 2012, he spent seven years at GAM London Limited where he was a Portfolio Director managing a diverse range of private client and charity portfolios. He started his investment career working for Newton Investment Management.

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.

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.

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.

Prior to joining Sarasin & Partners in 2017, Tania spent two years at Conservation Capital working on the investment team, and latterly 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' 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 is responsible for managing discretionary portfolios for charities, foundations and endowments.

He joined Sarasin & Partners in 2019 and previously worked at JP Morgan Geneva as support to the Head of Investments for EMEA, before moving to JP Morgan London where he covered ETFs and Mutual Funds. Kamran has worked in the industry since July 2016.

Kamran holds a BSc in Economics from the London School of Economics and has completed the CFA Level 1.

Mashrufa joined Sarasin & Partners in August 2021. Prior to joining Sarasin, Mashrufa worked at J.P. Morgan for four years as a Senior Associate in investment banking compliance. 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 has over 20 years of investment experience and joined Sarasin & Partners in 2011. In January 2023 she was appointed as Head of Charities, continuing to focus on focus on strategy, stewardship and client service for charity portfolios.

Prior to joining Sarasin & Partners, Melanie spent 16 years at Newton Investment Management as a fund manager of charity, private client, and pension fund portfolios.

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 in 2020.

Alexander is  primarily responsible for the management of charity portfolios, as a member of the core Sarasin & Partners charity team.

Alexander joined Sarasin & Partners LLP in 2014. He has worked in financial services for over 10 years, most recently at 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) as well as the Investment Management Certificate (IMC). Alexander is a Member of the Chartered Institute for Securities and Investment.

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.

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.