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Event description
Hosted by members of our 9 strong investment team our biannual roadshows are intimate forums for professional intermediaries to discuss Quality Growth investing and our Quality Growth investment philosophy and process
Itinerary
Investment Briefing, Breakfast: Seilern’s Offices
Date: Tuesday 24th October 2023
The breakfast will run from 8:00 – 9:15. During which we will take you through our introductory presentation leading into a discussion on the current market and how the companies in the Seilern Universe are best positioned to withstand challenging environments.
Tassilo Seilern
CEO and Head of Research
Louis Wood
Business Development, UK
Andrew Leitch
Head of Client Services
Speakers
Location
Seilern Investment Management Ltd.
Burdett House,
15-16 Buckingham Street
London
WC2N 6DU
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Fatima Mya Al-Ajami
Risk & Internal Audit Manager
Fatima is Risk and Internal Audit Manager at Seilern Investment Management Ltd (SIM), responsible for managing business risks as well as performing the firms’ internal audits. Prior to joining SIM in June 2015, Fatima worked in the charity sector and started her career in the client services team at Barclays Bank. Fatima obtained her BA in Middle Eastern Studies from the School of Oriental and African Studies graduating with honours and obtained a master’s degree in Politics at the University of London. Fatima holds the CISI Investment Operations Certificate, the CISI Certificate in Managing Operational Risk in Financial Institutions as well as the IIA Certificate in Internal Audit and Business Risk. Fatima is fluent in English, Arabic and Swahili.
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Cassie Berthoux
Head of Marketing and Communication
Cassie is the Head of Marketing and Communication at Seilern Investment Management Ltd (SIM), responsible for the company’s brand and marketing strategy. From 2015 – 2023 she served as the Head of Business Development, leading the firm’s sales, client services and marketing and communications teams. Prior to joining SIM, she worked at BNP Paribas, both in New York and London, heading up the marketing efforts for several product lines, including Fixed Income, Equity and Commodity Derivatives products. She started her career at Goldman Sachs, as a sales analyst within their Securities Division. Cassie holds a Post Graduate Diploma in Strategy and Innovation from Oxford Saïd Business School and Bachelor’s of Science in both Finance and Accounting from Villanova University in Philadelphia.
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Akash Bhanot, CFA
Research Analyst
Akash is a Research Analyst at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined SIM in 2022, prior to which he was a sell-side Research Analyst at Redburn, covering the retail and sporting goods sector. Akash is a graduate of Cambridge University (BA Hons in Economics) and is a CFA Charterholder.
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Marco Lo Blanco, CFA
Research Analyst & Portfolio Manager
Marco is a Research Analyst and Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined SIM in 2018, prior to which he was an investment manager at Standard Life Aberdeen, having worked across Australian, Asian and Pan European equity markets. Marco started his career in 2009 as a forensic auditor for KPMG, qualifying as a Chartered Accountant before working in KPMG’s Corporate Finance division as a financial modeller. Marco holds a Commerce degree from the University of Sydney, and is a CFA charterholder. Marco is fluent in English and Italian.
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Michael Bray, CFA
Research Analyst
Michael is a Research Analyst at Seilern Investment Management Ltd (SIM). As a member of the investment team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined SIM in 2023, having previously worked as a Senior Research Analyst at JM Finn, where he specialised in analysing quality growth companies. Michael holds a Finance and Economics degree from Bournemouth University and is a CFA Charterholder.
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Serena Desai
Management Accountant
Serena is the Management Accountant at Seilern Investment Management Ltd (SIM). She works with the Chief Financial Officer and is responsible for the firm’s finance function. Serena joined SIM in 2023 from Haysmacintyre LLP, where she was an audit manager within the Financial Services department, specialising in corporate finance boutiques and hedge funds. After Serena passed her ACA exams, she became a member of the ICAEW in January 2021.
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Michael Faherty, CFA
Research Analyst & Portfolio Manager
Michael is a Research Analyst and Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined SIM in 2016. Prior to that, he worked in the US Equity team at J.P. Morgan Asset Management and at J.P. Morgan Chase as a graduate analyst. Michael holds a Law degree from University College Cork and a Masters degree in Finance from Trinity College Dublin. He is a CFA charterholder.
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John Grant
Trading & Operations Manager
John is Trading and Operations Manager at Seilern Investment Management Ltd (SIM) with responsibilities covering the management of trade execution and investment operations. Prior to joining SIM, John started his career at J O Hambro Capital Management Ltd before joining Barings Asset Management where he held roles covering Multi Asset Investment and Pan European Equities. John graduated from the University of Brighton in 2010 with a degree in Business Management and holds the Level 4 Investment Management Certificate. John has been with Seilern since 2018.
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Stuart Gunderson
Chief Operating Officer, Compliance Officer & MLRO
Stuart is the Chief Operating Officer, Compliance Officer and MLRO at Seilern Investment Management Ltd (SIM). Prior to joining SIM, Stuart was Chief Operating Officer, Chief Compliance Officer and a Founding Partner of Kiltearn. Stuart started his career in 1997, working at firms including Deutsche Bank, HSBC Global Fund Services, Morgan Stanley Private Wealth Management and Franklin Templeton Investments. He has vast experience in a number of operational and servicing roles and has strategically and successfully managed business change throughout his career by focussing on enhanced client service, reduction in risk and cost management. Stuart is qualified from the Chartered Institute for Securities & Investments (C.I.S.I).
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Olivia Harrison
Sales & Marketing Analyst
Olivia is the Sales and Marketing Analyst at Seilern Investment Management Ltd (SIM). and is responsible for maintaining the firms’ marketing materials and tools as well as supporting the broader sales team. Olivia began her career at SIM in November 2020. Prior to joining Seilern, she worked as an intern in the events industry and is a graduate of Oxford Brookes University (BA Hons Business and Events Management).
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Charalee Hoelzl, CFA
Research Analyst
Chara is a Research Analyst at Seilern Investment Management Ltd (SIM). As a member of the investment team, she is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. Chara joined SIM in early 2022, having previously worked as an Investment Manager at Ruffer where she supported the flagship, multi-asset international fund and managed portfolios for institutional clients. She graduated from James Cook University, Australia, with a dual degree in Business and Law with first class honours (BBus and LLB (Hons)) and is a CFA Charterholder.
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Peri Holt
Chief Financial Officer & Company Secretary
Peri is the Chief Financial Officer and Company Secretary of Seilern Investment Management Ltd (SIM). She joined SIM in May 2017 from Ernst & Young LLP, where she was an audit manager within the Wealth and Asset Management department; specialising in hedge funds, investment trusts, wealth managers and private banks. Prior to that, Peri had worked in two small and medium size audit firms, Wilder Coe LLP and Price Baily LLP, starting Wilder Coe LLP as a school leaver. Peri trained and passed the AAT, ACA and CTA exams, becoming a member of the ACA in September 2012 and a member of the CTA in December 2021. Peri has around 10 years’ experience in accounting and audit, and over 9 years specialising in the Financial Services sector.
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Nikhil Jacob
Trader
Nikhil is a Trader at Seilern Investment Management Ltd (SIM) and is responsible for trade execution and TCA analysis across the Seilern Funds. Nikhil also assists in the firm’s investment operations, including managing counterparty relationships and project work. Prior to joining SIM, he worked as a Multi Asset Retail Trader at Seven Investment Management. Nikhil graduated from Robert Gordon University in 2016 with a degree in Accounting & Finance. He then completed an MSc in Finance & Investment at Loughborough University, graduating with a distinction.
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Majda Lamarty
Office Manager (SIAG)
Majda Lamarty is the Office Manager at Seilern International AG (SIAG). She is responsible for overseeing daily administration, reception and office activities. She joined SIAG in January 2022, prior to which she worked as an Office Manager at Mensarius AG and as a Receptionist at the FIFA in Zurich. Till then she had developed her career as a Secondary English Teacher in Spain. Majda holds a Law Degree from the Universidad de Zaragoza and a Master’s degree in EU Law from the Universidad Politécnica de Madrid. She also earned a Post Graduate Certificate in Education from the Universidad Complutense de Madrid. Majda is fluent in Spanish, English, French, Italian and German.
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Andrew Leitch
Head of Client Services
Andrew is Head of Client Services at Seilern Investment Management Ltd (SIM). He is responsible for looking after the existing investors in our Seilern strategies. He joined SIM at the beginning of 2023. Prior to SIM, Andrew has spent over a decade working across investment firms in both London and New York. Most recently, Andrew led the distribution team at Arisaig Partners. He has obtained a undergraduate and master’s degree in History of Art from the University of Aberdeen and has an MBA in International Business Practice from St Mary’s University. Andrew holds the IMC and has passed the CFA level II.
Andrew is a secondee at Seilern International AG, responsible for distributing the Seilern International Funds into Europe.
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Fernando León
Research Analyst & Portfolio Manager
Fernando is a Research Analyst and Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He joined SIM at the beginning of 2014. Prior to that, Fernando worked as a fund selector for Lazard Wealth Management in Madrid. He obtained undergraduate and master’s degrees in business management from the Colegio Universitario de Estudios Financieros and a second master’s degree in portfolio management from the Instituto de Estudios Bursatiles in Madrid. Fernando is fluent in English and Spanish.
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Quentin Macfarlane, CFA
Research Analyst & Portfolio Manager
Quentin is a Research Analyst and Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, his primary focus is seeking out new opportunities for the Seilern Universe, as well as conducting fundamental research on existing companies. He joined SIM in September 2018, having previously worked as an analyst on the European Long/Short Fund at BlueCrest Capital. He started his career at Macquarie Bank, working both in London and in Hong Kong. He is a graduate of Oxford University (BA Hons in Philosophy, Politics and Economics) and has passed all three levels of the CFA.
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Corentin Massin, CFA
Research Analyst & Portfolio Manager
Corentin is a Research Analyst and Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. He has been with SIM since 2013. Corentin graduated from Reims Management School in 2011 with a degree in International Business. He then completed a Masters in Finance at the Ecole Supérieure de Commerce de Reims in 2012 (ESC Reims), graduating with honours. He is a CFA Charterholder. He is fluent in French, English, and Spanish.
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Kristina Neumann
Head of Compliance (SIAG)
Kristina is the Head of Compliance at Seilern International AG (SIAG), responsible for oversight and implementation of the company’s compliance programme and ensuring adherence to applicable financial laws and regulations. Prior to joining SIAG in November 2023, Kristina honed her expertise in the financial sector in Zurich, Switzerland, holding senior roles in compliance and risk management. Her professional experience is coupled with a solid academic foundation. She holds a Master of Arts in Business and Economics from the University of Zurich and is completing an Executive Master of Laws (LLM) with a specialisation in Financial Law and Regulation at the London School of Economics and Political Science.
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Jeanette Patela
Client Services Analyst
Jeanette is the Client Services Analyst at Seilern Investment Management Ltd (SIM). She joined SIM at the beginning of 2023 and is responsible for looking after the existing investors in our Seilern strategies. Prior to joining SIM, Jeanette worked at Janus Henderson Investors, Bloomberg and in the pension insurance industry. She is Diplom-Kauffrau (MSc) in finance, banking, accounting and e-entrepreneurship from University of Duisburg-Essen. Jeanette is fluent in English and German.
Jeanette is a secondee at Seilern International AG, responsible for distributing the Seilern International Funds into Europe.
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Laura Radsma
EA to Board & Office Manager
Laura is the EA to the Board and Office Manager at Seilern Investment Management Ltd (SIM) and is responsible for the running of the office and supporting the Executive Members of the Board. Laura joined SIM in October 2023, prior to which she had worked at the Royal College of Art, Associated British Foods PLC and the Children’s Investment Fund Foundation. She began her career in the Foreign and Commonwealth Office, serving in London, Beijing and Paris. She holds a degree in Modern Languages from the University of Warwick and speaks both French and German.
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Paolo Rizzini
Chief Risk Officer (SIAG)
Paolo Rizzini is Chief Risk Officer at Seilern International AG (SIAG). He is responsible of the development and maintenance of the risk management framework for SIAG, as well as monitoring compliance with risk limits; he also holds responsibility over Fund Accounts and Controlling, Financial Reporting, Capital Management and IT. He joined SIAG in 2021, prior to which he worked for seven years as Chief Risk Officer at Mensarius AG (a Zürich-based asset management firm specialized in bottom-up Equity portfolios). From 2008 to 2013 he worked as Portfolio Risk Manager in the fund-of-hedge funds business of Man Group in Switzerland. From 1999 to 2008 he worked in the asset management business of UBI Banca Group in Italy, where he started as quantitative analyst and became Head of Risk Management in 2005. Paolo earned his Master of Science degree in Statistics and Economics from the Università Cattolica del Sacro Cuore of Milano in 1999. Paolo is fluent in English and Italian.
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Peter Seilern
Chairman & Chief Investment Officer
Peter is the Chairman, Director and the controller of Seilern Investment Management Ltd (SIM) as well as the Chairman and Chief Investment Officer for Seilern International AG (SIAG). Peter has been active in the financial services industry since 1973 when he joined Creditanstalt-Bankverein in Vienna. He served as an institutional portfolio manager with Hambros Bank Limited between 1979 and 1986. In 1986 he joined Notz, Stucki and Cie, Geneva and London, where he managed private client portfolios until 1989.
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Tassilo Seilern
Chief Executive Officer & Head of Research (SIM)
Tassilo is the Chief Executive Officer and Head of Research for Seilern Investment Management Ltd (SIM). As a member of the Investment Team, he is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. Tassilo joined the firm in 2010 as an Analyst for Seilern Europa, and took over the management of the Seilern Europa fund (2014-2018). Tassilo is a graduate of Trinity College in Dublin (BA Hons in Philosophy and Political Science) and holds a Diploma of the Diplomatic Academy of Vienna. Tassilo is fluent in English, German and Spanish.
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Anton Seilern
Chief Executive Officer (SIAG)
Anton is the Chief Executive Officer and Member of the Management Board of Seilern International AG (SIAG). In this role he heads the executive body of the UCITS management company appointed to administer Seilern International Funds Plc and oversee the investment management function performed by Seilern Investment Management Ltd (SIM). Anton holds a BSc in Political Sciences from Bristol University and is admitted as a solicitor in England and Wales. Prior to joining SIAG in 2022, Anton was an executive and board member of Industrie‐ und Finanzkontor Etablissement, a leading fiduciary trust company in Liechtenstein, and prior to that worked for over a decade as a senior lawyer at two renowned global firms in London and Singapore.
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Louis Wood
Business Development, UK
Louis is responsible for business development in the UK Wholesale market for Seilern Investment Management Ltd (SIM). He joined SIM in January 2021 having previously been Sales Director at Jupiter Asset Management, where he spent the bulk of his career (17 years) as well as holding senior distribution roles for a private equity business and S.W. Mitchell Capital, a London-based equity investment boutique. He studied Law at University College London and English Literature at Kings College, London.
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Nian “Nina” Yu, CFA
Research Analyst & Portfolio Manager
Nina is a Research Analyst & Portfolio Manager at Seilern Investment Management Ltd (SIM). As a member of the Investment Team, she is responsible for conducting fundamental research for companies within the Seilern Universe, as well as prospective additions. She joined SIM in November 2019. Previously she worked as an Equity Research analyst on the European small-mid caps team in BNP Paribas Asset Management in Paris. She started her career at Oriental Mutual Fund in Beijing before she joined Bank of China International as an Equity Research analyst. She graduated from Beijing University of Astronautics and Aeronautics (BA in Material Science & Engineering and MA in Management & Economics). She then completed MBA in Finance at HEC Paris. She is fluent in English and Chinese.
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