Stephen Clapham Stephen ClaphamSteve has some 30 years of analytical experience, having started as a sell-side analyst at the time of Big Bang. He was consistently rated in the top 10 in Extel, II and similar surveys, before moving to Toscafund in 2005. He has been a partner and head of research at two multibillion hedge funds and has wide experience of a range of sectors and markets
Behind the Balance Sheet
Herman Brodie Herman BrodieHerman is founder and Managing Director, has been educating and advising the world’s leading financial institutions on behavioural finance and its applications for the past 20 years. A graduate of the University of Manchester, he previously spent a decade in investment banking roles in London, Paris and Frankfurt. He is co-author of The Trust Mandate – a book that demonstrates how behavioural insights can provide practical solutions to one of investment firms’ primary challenges: raising and retaining assets. He is also co-author and lecturer of the investment course, A Practical History of Financial Markets, and international faculty member of the Portfolio Construction Forum
Prospecta
Marc Rubinstein Marc RubinsteinMarc is a former sell-side banks analyst and hedge fund manager with deep expertise in the financial sector. He spent 12 years on the sell-side, where he was consistently highly rated and served as Managing Director, leading the European Banks Research team at Credit Suisse until 2006. Following his tenure at Credit Suisse, Marc joined Lansdowne Partners, where he spent a decade as a Senior Analyst and Portfolio Manager on the award-winning Lansdowne Global Financials Fund. With extensive experience on both sides of the market, Marc understands the bandwidth constraints that fund managers face when conducting thorough due diligence on investment ideas.
Fordington Advisors
Ron William Ron WilliamRon is a Global Multi-Asset Tactical Strategist, with +20 years of experience, founder of RWA, an award-winning macro-tactical research advisory firm, to a wide range of financial institutions, producing differentiated alpha, insightful idea generation, using behavioural sentiment, driven by cycles and proprietary market timing models. He is also a Behavioural Finance Expert, Trading Psychologist & Performance Coach. He uses latest techniques in behavioural / risk assessment modelling, peak-performance, neuro/ body science and stress response management (SRM), including mindfulness & coherence training; supported by his market strategies.
RW Advisory
