Association of Investment Companies (AIC)
Annabel Brodie-Smith is Communications Director at the Association of Investment Companies (AIC). Her role is varied but chiefly focuses on communicating the uses and features of investment companies to the media, opinion formers, advisers and private investors. Annabel heads up the AIC's training and information programme for advisers and wealth managers. This aims to increase awareness and understanding of investment companies through seminars, conferences and online training tools.
Prior to joining the AIC in November 1997, Annabel worked at Hill & Knowlton, the PR Agency. She obtained a B.A in Geography from LSE/King's College, and an M.A from Syracuse University in New York.
Whitechurch Securities Ltd
Gavin Haynes is Managing Director and heads up the DFM propositions at Bristol based wealth Manager Whitechurch Securities Ltd. Gavin has been managing multi-asset DFM portfolios since 1997 and is a leading commentator in the industry on collective investments and portfolio management. Gavin is a Chartered Member of the Chartered Institute of Securities and Investment. He holds the IMC, an MSc in International Economics and BA Hons in Financial Services.
Senior Investment Manager
Seven Investment Management
Simon Moore is Senior Investment Manager at Seven Investment Management. He has been a fund analyst since 1994 and has worked with several stockbrokers in the City of London including Williams de Broë, Teather & Greenwood and Collins Stewart. He was also Head of Research at Tilney Bestinvest, a national UK Financial Adviser.
Simon is a long standing member of two important committees at the Association of Investment Companies: the Statistics committee and the Property and Infrastructure Forum and is a Non-Executive Director of Athelney Trust, an investment trust listed on the London Stock Exchange. In 2013 & 2014 Simon was chosen as one of the Citywire Wealth Manager Top 100 most influential people in UK private client fund selection.
Simon is a scientist by training and has worked at two start up UK biotechnology companies, before passing on his knowledge and passion as a science tutor for the Open University. He has a Biochemistry BSc from Imperial College, and an MSc in Computer modelling of molecules from Birkbeck College. He is a member of the UK Society of Investment Professionals and the CFA institute.
Senior Portfolio Manager
Seven Investment Management
Peter is a Senior Portfolio Manager at 7IM where he has worked for 11 years, where he helped launch the AAP funds and 7IM's MPS offering. Prior to 7IM Peter worked at Citigroup for 14 years in various investment management roles. Peter qualified as a Chartered Accountant with Arthur Andersen & Co, Manchester.
James Valentine, CFA, started his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years and Forbes identified him, as one of the top three among all 2,000 U.S. sell-side analysts. At the height of his career as an analyst, he was asked to take on a newly-created role as Director of Training for Morgan Stanley's Global Research department. After implementing a new global training program for 500 analysts and associates, he realized far too many buy-side and sell-side analysts were approaching this profession without a strategy, which held them back from generating alpha. To remedy this, he began his independent effort by writing the top-selling book Best Practices for Equity Research Analysts and then founded AnalystSolutions, to help all analysts and prospective analysts improve their stock picking and receive greater recognition for those calls.