Speakers

Nick Robinson

Investment Manager

Aberdeen

Nick Robinson is an investment manager on the global emerging markets equity team. Nick joined Aberdeen in 2000 and spent eight years on the North American Equities desk, including three years based in Aberdeen's US offices. In 2008 he returned to London to join the global emerging markets equities team. Nick graduated with a MA in Chemistry from Lincoln College, Oxford and is a CFA Charterholder.

Liesbeth Rubinstein

Fund Manager, Global Emerging Markets

Invesco

Liesbeth joined the company in 2007 as a fund manager in the Global Emerging Markets team, responsible for our eastern European equity portfolios. She began her investment career at Fidelity Investments in 1993 within their UK institutional funds team, but in 1995 joined Fleming Asset Management (which then became JPM Asset Management) as an equity analyst to specialise in the emerging markets of Latin America, Israel and sub-Saharan Africa. Progressing within JPM Asset Management, Liesbeth successfully transferred into fund management in 2000 as well as becoming a country specialist on Israel and central eastern Europe. This provided the springboard for her to join Schroder Investment Management in 2005, as Head of their EMEA Equities and fund manager of their Emerging European funds. Liesbeth graduated from the London School of Economics & Political Science with an Msc (Econs), Industrial Relations/Labour Market Economics.

Wilfred Sit

Regional Chief Investment Officer, Asia Pacific

Mirae Asset Global Investments

Wilfred Sit is responsible for managing the Asia Pacific ex-Japan team of portfolio managers and analysts based in Hong Kong and Singapore. He manages the Mirae Asset Asia Pacific Sector Leader Fund and Mirae Asset Asia Sector Leader Fund, as well as various China mandates. He is also responsible for overseeing the sector funds run by the regional sector analysts, and is a core member of the regional strategy and asset allocation team.
Before joining Mirae Asset, Wilfred worked at Baring Asset Management Asia for three years. As Head of Asian Equities, he was responsible for regional investment research and strategy. He managed Baring Asia High Alpha Funds, including Baring Eastern Trust and Baring Asia Growth Fund. The former was awarded Best Eastern Trust in 2006 by Money Observer magazine of the UK. Wilfred was also co-head of the China team and managed the Greater China Fund which is a prominent closed-end China fund in the US. He also co-managed the Baring China Absolute Return Fund, a long-short fund focusing on Greater China equities. Prior to Barings, Wilfred worked at INVESCO Asia for 10 years where he managed INVESCO Greater China Opportunities Fund and the INVESCO Perpetual HK China Fund.

Wilfred has a BBA in Accounting and Marketing from the University of Wisconsin-Madison (USA). He is also a CFA and a CPA charterholder.

Guido Stiel

Portfolio Manager

Allianz RCM

Guido joined the group as a Portfolio Manager in April 2008. Guido joins from Deka Investment Gmbh where he was portfolio manager of DekaLux-pacific fund and behavioural financial analyst for the last eleven years. Before joining Deka Investment, Guido spent three years at ADIG investment as portfolio manager and quantitative analyst. Based in Frankfurt, he provides specialist expertise and knowledge on Asian equities, and supports fund manager Michael Konstantinov running the highly successful Allianz RCM BRIC Stars Fund.

François Théret

Emerging Europe Equity Portfolio Manager & Analyst

Natixis Asset Management

François Théret started his career in 1997 as a junior sell-side Analyst at Crédit Lyonnais in New York. A year later, he moved to Crédit Lyonnais Asset Management and started his specialization in the European Bank and Insurance sector. In 2001, he joined TAL, a subsidiary of Canadian Imperial Bank in Switzerland and then moved to Axa Investment Managers in 2003 still as research analyst specialized in Bank and Insurance. In March 2005, François joined Ixis AM as a senior Bank & Insurance analyst and was actively involved in building the Research Department and developing the research methodology for European stocks. He currently works as an emerging Europe portfolio manager and analyst with Natixis Asset Management.
François is a graduate of the French business school Ecole Supérieure de Commerce de Paris.