Judging Panel 2017

James J. Valentine, CFA, AnalystSolutions

James is the Founder of AnalystSolutions. He 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 US 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. www.analystsolutions.com

Jonathan Crossfield, Oakhall

Jonathan is a Partner at Oakhall. He was a highly ranked equity analyst covering the technology sector from 2000 to 2011 and then moved into advisory and operational roles with several technology start-up businesses before joining Oakhall. He spent 12 years at Cazenove and Merrill Lynch where he was the senior sector analyst on the European Semiconductor research team. While at Cazenove, he was the lead analyst on the IPOs for Wolfson Microelectronics and CSR. He then worked in advisory and operational roles with several early stage technology companies in financial technology, social media, and network infrastructure. He assisted founders with end market analysis, financial modelling, fundraising and business development and built on his experience in research. Most recently he was Chief Operating Officer at Vox Markets. Jonathan trained as a Chartered Accountant with Deloitte and graduated in Natural Sciences from the University of Cambridge. He is a member of the Investor Relations Society. www.oakhalladvisors.com

Joanne Job, Allenbridge

As a Director and Head of Research, Joanne is responsible for investment research across all asset classes, including investment and operational due diligence of hedge funds, and also private equity funds as well as tax advantaged investments. She is also an adviser and alternative investments specialist. Prior to joining Allenbridge, Joanne spent five years as an Analyst in the Alternative Investments Group at Moody's Investors Service in London. She held lead analyst responsibilities for operational quality ratings of hedge funds, credit ratings of asset management companies, credit ratings of structured products securitised by fund of hedge fund portfolios and ratings of exchange-traded funds. Before Moody's, Joanne worked for GlobeOp Financial Services, a hedge fund administrator, covering hedge funds based primarily in Europe. Prior to that, she worked as an Analyst at Client Knowledge, a London based research and consultancy firm focusing on investment banking services. Joanne also held positions as Equity Analyst at ABN Amro Asia Securities, and as a Fund Manager covering US markets at Cirne International, a fund of funds based in Mauritius. Joanne has an MSc in Finance from Cass Business School and a LL.M (Master of Laws) in International Business Law from Queen Mary, University of London. Joanne is a British Chevening Scholar and is the London Beneficiary Selection Chair of 100 Women in Hedge Funds, a global non-for-profit organisation. www.allenbridge.com

Peter Sleep, 7IM

Peter is a Senior Portfolio Manager at Seven Investment Management, where he has worked for 10 years. Prior to this, Peter was an equity analyst with Man Group. Previously he worked for 14 years at Citigroup in a variety of roles including equity analyst and portfolio manager. Peter is a Chartered Accountant by profession. www.7im.co.uk

Gary Sunderland, Rowan Dartington

Gary is Head of Equities at Rowan Dartington. He has been in the investment and finance industry since 2000 and worked, during this time, with the major financial companies Goldman Sachs (as an Analyst and then an EMEA Team Leader within the Investment Banking Division), and Charterhouse Capital Partners (where he was a Pensions Director and managed the Research Dept). At present he is the Head of Equities at Rowan Dartington and is responsible for managing the Equity Research Team. He is involved in asset allocation and security research and is a Chartered Member of the CISI. www.rowan-dartington.co.uk

Annabel Brodie-Smith, The Association of Investment Companies (AIC).
Annabel is the Communications Director at the 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. She regularly comments on investment issues in the media. She heads up the AIC's training and information programme for advisers and wealth managers. Annabel was a board member of pfeg (the Personal Finance Education Group), the registered charity whose goal is to promote and facilitate the education of all UK school pupils about financial matters from 2004 - 2014. After obtaining a B.A in Geography from LSE/King's College, and an M.A from Syracuse University in New York, Annabel went on to obtain a postgraduate diploma in public and media relations from the University of Wales. Prior to joining the AIC Annabel worked at Hill & Knowlton, the PR Agency, where her work included working on the winning Athens 2004 Olympic bid, before joining the AIC in November 1997. www.theaic.co.uk

Ben Willis, Whitechurch Securities

Ben is an Investment Manager and Head of Research at Whitechurch Securities. He joined Whitechurch Securities in July 2006 from Chartwell Investment Management where Ben held the position of Investment Manager of the discretionary management service. Ben holds the Investment Management Certificate (IMC) and the Diploma in Financial Planning and is jointly responsible for fund research and portfolio management. Ben is one of the leading commentators in the industry on fund research. www.whitechurch.co.uk