Prior to his retirement from the finance industry Laurie worked in the City for over 15 years, the last 10 years being at Kepler Partners LLP as Senior Partner. Before Kepler he had roles at Scottish Widows Investment Partnership and Close Brothers Bank. As a member of Kepler’s management committee, Laurie had input into all areas of the asset management business. He holds the Investment Management Certificate (IMC) and has an MSc in Finance & Investment from the University of Bristol.

David is a Senior Vice President and member of the Portfolio Implementation team at Lazard Asset Management. He began working in the finance industry in 2004. Prior to joining Lazard in 2012, David was a Trade Support and Settlements Analyst with Alliance Bernstein. He also worked for Bank of New York in the operations internal control department. David has a BA (Hons) in Financial Services, is a CFA® charterholder, holds the Investment Management Certificate (IMC) and Chartered Alternative Investment Analysts (CAIA) certificate.

Charlotte is a Managing Director and International Head of Manager Solutions at JP Morgan. Prior to joining JPM in 2012 she spent 6 years in the HSBC Multimanager Team after starting her career as an Analyst at Lane Clark & Peacock. Charlotte has a PhD in Psychology from UCL and a BA in Biology from the University of Oxford.

James has 25 years experience in the finance industry. In that time he spent 6 years in structured products and derivatives at Citi and 7 years at Curtis Banks, where he held the position of Chief Commercial Officer. During his time at Curtis he delivered strategic direction and leadership for M&A, Sales, Marketing & Communications, Product & Proposition and Treasury Portfolio Management. He was also part of the team that led the firm’s successful IPO on the London Stock Exchange in 2015.