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Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.
He is co-host of two podcasts, “The Rest Is Politics US” and “Open Book,” and author of six books, including most recently “The Little Book of Bitcoin.”
Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co.
In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award and is a member of the Council on Foreign Relations (CFR).
Scaramucci served on President Donald J. Trump’s Presidential Transition Team Executive Committee in 2016 before serving briefly as White House Communications Director.
Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
Sebastian is Troy’s Chief Investment Officer and is responsible for Troy’s Multi-Asset Strategy. He is the Senior Fund Manager for the Trojan Fund and Investment Manager of Personal Assets Trust.
Sebastian began his career in 1989 at Singer & Friedlander Investment Management. Joining Stanhope Investment Management (the management company for the GEC Pension Fund) in 1995, he jointly managed the £2 billion equity portfolio and the Fund’s asset allocation. He was appointed Director in 1999, and in 2000 he left to establish Troy. Gaining his BSc in Politics from Southampton University, Sebastian holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.
Alissa Corcoran is Deputy CIO, Director of Research, and Co-Portfolio Manager of the Kopernik Global All-Cap and International strategies. She has been in the investment industry since 2012 and joined Kopernik as an analyst in 2013. She became Director of Research in 2019 and Deputy CIO in 2021.
Earlier in her career, she held positions at Vinik Asset Management, a genetics lab, and various non-profit organizations. Alissa has a Bachelor of Science in biochemistry from Bates College and earned her MBA from the University of Southern California’s Marshall School of Business. She has received the Chartered Financial Analyst® designation.
Daniel J. O’Keefe is a managing director of Artisan Partners and founding partner of the Artisan Partners Global Value Team. He is lead portfolio manager of the Artisan Global Value and Artisan Select Equity Funds, both of which he has managed since inception. Mr. O’Keefe also was co-portfolio manager for the International Value Fund from October 2006 through September 2018. Prior to becoming portfolio manager in 2006, Mr. O’Keefe was a research analyst for the Artisan International Value Fund.
During this time, the team was nominated six times (in 2008, consecutively from 2011-2014, and again in 2016) for Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the US and won the award in 2008 for Artisan International Value and in 2013 for Artisan Global Value and Artisan International Value Funds.
Prior to joining Artisan Partners in May 2002, Mr. O’Keefe was an analyst in international equities at Harris Associates LP from July 1997 through May 2002. Preceding his days at Harris Associates, he was an associate in mergers and acquisitions at BancAmerica Securities, and was an analyst with Morningstar, Inc.
Mr. O’Keefe holds a bachelor’s degree in philosophy from Northwestern University.
James joined Phoenix in 2013 and became a partner shortly after. Before joining Phoenix, he worked as a Pan-European equity analyst. James has a master’s degree in engineering from Durham University and is a CFA charter holder.
James setup and has been managing the Huginn Fund since its launch in August 2018 within Phoenix. The purpose of the Huginn Fund is to apply the approach that has been developed at Phoenix over the last three decades to international markets.
During his many years at Phoenix, James has been operationally involved with several large investments and has represented the firm on the boards of Dignity PLC, Hornby PLC and Silverwood Brands PLC.
Outside of work, James likes to reminisce about the hobbies and spare time he enjoyed before starting a family.
Simon is the founder of The Money Maze Podcast. He graduated from the London School of Economics with a degree in Economic History, and later took the advanced management programme at INSEAD, France.
He started his career at Citibank in 1985, where he trained as a portfolio manager, before joining Morgan Stanley Wealth Management in 1989. Over the 17 years there, he managed their global balanced portfolio, was Chairman of their European Asset Allocation Committee and Chief Investment Officer. For the subsequent 14 years he was CEO and an owner of Vantage Investment Advisory Ltd. He is a senior advisor to Rothschild and Co, in London, a Governor of Clifton College and Chairman of their Development Trust, and served as a Trustee of Great Ormond Street Hospital. In 2019 he co-founded the Money Maze Podcast, which he hosts, an investment and business podcast that is listened to in over 80 Countries, and which is in the top 1% of global podcasts.
Simon Adler is a fund manager on the Schroder Global Value Team. He is a co-manager of the Global Recovery, Global Income, Global Sustainable and International Value strategies.
Adler joined the Global Value Team in July 2016 specifically to manage value portfolios. His investment career started in 2008 at Schroders as a UK equity analyst. Previously, he worked as a sector analyst responsible for analysing Chemicals, Media, Transport, Travel & Leisure, and Utilities. Until 2016, Adler held the position of Global Sustainability Specialist in the Global Equity team. He is a Chartered Financial Analyst and holds an MA in Politics from Edinburgh University.
Freddie is the Managing Partner at Latitude and the Portfolio Manager of the Horizon and Global Funds. Before founding Latitude, he was a fund manager at Odey Asset Management, prior to which he worked at Rothschild & Co and Goldman Sachs.
Freddie holds a MA in Maths from Oxford University (St Edmund Hall) and is a CFA Charterholder. Freddie is also a trustee of the Westminster Foundation.
Richard Oldfield founded Oldfield Partners LLP in 2005, after 9 years as chief executive of a family investment office. Before this, he was director of Mercury Asset Management plc, which he joined in 1977. He was Chairman of the Oxford University investment committee and the first chairman of Oxford University Endowment Management Ltd from 2007-2014.
He is now chairman of Shepherd Neame Ltd, and trustee of a number of charities. The second edition of his book “Simple But Not Easy”, a “slightly autobiographical and heavily biased” book about investing, was published by Harriman House in December 2021.
Lucy Walker is a founder and chair in investment management and technology. She founded the award-winning AM Insights fund data platform in 2020 to transform how fund data informs decisions in asset and wealth management.
She serves as Chair of the Aurora UK Alpha investment trust and is a former head of fund research and fund manager at Sarasin & Partners, where she advised on over £1.2 billion for clients. Named Marketing Influencer of the Year at the 2024 Women in Investment Awards, Lucy has been regularly featured in publications including the FT, and she engages a wide audience through her LinkedIn platform and Fund Selectors podcast.
Mr. Spread joined Mondrian in 2005, initially on the International Equity team before moving to the Global Equity team in 2013. He is a member of the Global Equity Strategy Committee, and his research focus areas are primarily the USA and Canada, as well as sector specializations in Industrials/Materials, Financials, Real Estate, Energy and Utilities.
Previously, he worked at Morley Fund Management (Aviva Investors) as an investment analyst covering UK and European equities. He holds a BSc degree in Computer Science from Durham University. He is a CFA Charterholder and a member of the CFA Institute and the CFA Society of the UK.
Alex Roepers is the CIO of Atlantic Investment Management, a global public equity investment company which concentrates its capital and research on mid-cap value stocks in the US, Europe and Japan, typically investing in 8-10 companies in each region.
Founded in 1988, Atlantic deploys a private equity approach to public equity investing, including hands on-due diligence, strong cashflow focus, dynamic position sizing and constructive shareholder activism to help unlock value. The firm’s US-focused flagship has substantially outperformed the equity market indexes since inception in 1992. Mr. Roepers is regular speaker at investment conferences and through press coverage and has become known as a veteran value investor and a “gentleman activist.” An active philanthropist, through his Alexander J. Roepers Foundation (established in 2002), he has contributed to a broad range of leading charitable organizations, focusing on poverty-fighting, education, healthcare and arts & culture. He has been actively involved and served on several Boards including Harvard Business School and the Dutch Maritime Museum. He holds has a Bachelor of Business Administration from The Netherlands School of Business (1980) and an MBA from Harvard Business School (1984).
Andrew is the founder of Holland Advisors and Portfolio Manager of the VT Holland Advisors Equity fund. Andrew looks for businesses with Sustainable Competitive Advantages, knowing that such companies can offer great compounding returns to investors.
However, Andrew, like Warren Buffett whom he greatly admires, also has a strong desire to not overpay for such companies. This makes him a contrarian buyer of great business at points when markets discount them. Whenever possible Andrew wants to invest alongside proven and aligned owner-managers. Andrew set up Holland Advisors in 2008 after a 20-year career in stockbroking and fund management. Andrew has managed the VT Holland Advisors Equity fund since 2011. In addition to which he/Holland have also advised some of the world biggest investment institutions and its best equity investors. He is the fund’s largest single investor, owing 15-20% of the units. He eats his own cooking and loves what he does.
Kamil is the Portfolio Manager and Partner at North of South Capital LLP. He is responsible for portfolio construction and conducts the company research, risk analysis and portfolio attribution.
Previously having worked as an Equity/Derivative Portfolio Manager at Dresdner Kleinwort. He has over 20 years’ experience in equity and derivative trading.
Ms. Ketterer is the chief executive officer at Causeway and fundamental portfolio manager. She co-founded the firm in June 2001.
From 1996 to 2001, Ms. Ketterer worked for the Hotchkis & Wiley division of Merrill Lynch Investment Managers and was co-head of the firm’s International and Global Value team. From 1990 to 1996, she founded and was a portfolio manager on the Hotchkis & Wiley International Equity product.
Ms. Ketterer earned a BA in economics and political science from Stanford University and an MBA from the Tuck School, Dartmouth College. She serves on the Stanford University Board of Trustees, is a member of UT Southwestern President’s Advisory Board, co-founder of the Dallas Economic Forum, and active supporter of Girls Who Invest. She previously was a board member and chair of the Los Angeles World Affairs Council and Town Hall and chaired the investment committee of the Music Center Foundation.
With over 30 years’ experience in global stock markets, Charles is one of the founders of Kennox Asset Management and is responsible for the firm’s distinctive philosophy and process.
Edinburgh-based and wholly independent, Kennox is a true investment-led boutique running a single, highly focused global equity fund. The approach is simple but disciplined: markets overshoot, creating opportunities for selective contrarian investments; risk management is always front-of-mind – no reckless swings for the fences; and long-term thinking drives every decision, with holdings spanning 5-10 years or more. Benchmarks don’t dictate portfolio choices, and Kennox’s concentrated, high-conviction approach ensures a portfolio that looks nothing like any index. With ownership in the hands of its founders and all their personal equity investments in the Fund, Charles and co-manager Geoff Legg are fully aligned with their clients – committed to navigating global markets with patience, discipline, and a keen eye for genuine value.
It’s absolutely fantastic, the quality of speakers is genuinely world class. It’s very much the Rolls-Royce of the investor conference market.