Reinvigorating Scotland’s Investment Management Community

Registration - 6pm

Event - 6:30pm - 7:30pm

Drinks reception and networking - 7:30pm - 8:30pm

There’s no doubt that there’s been an identifiable drop in the number of investment management roles in Scotland – but is this due to our own actions or inaction, or is Scotland merely a victim of global trends?

And does this change herald a renaissance? In other words how can Scotland take advantage of key trends in investment management from sustainability through to artificial intelligence and beyond? Join CFA Scotland for a lively discussion about how to place Scotland again at the centre of global finance.

Speakers:

• David Clarke CFA, chair CFA Scotland
• Charles Heenan, CEO Kennox Asset Management
• Ray Perman, author of The rise and fall of the city of money
• Claire Marwick CFA, investment manager, Aegon Asset Management

About the speakers:

David Clarke CFA has worked in the finance and financial information sector for more than two decades. A former journalist and editor at Bloomberg, he has worked and consulted for a number of investment managers in a marketing and communications role. He is chair of the Scottish committee of the CFA Society, chair of the European Movement in Scotland and chief executive of Didasko Education, a financial education charity which supports a number of endeavours, including the celebrated Library of Mistakes.

Charles Heenan is the owner and founder of Kennox Asset Management and heads its investment team. He has over 30 years’ experience in global stock markets and over this time developed a distinct value approach to global investing. Prior to Kennox, Charles was a key member of the highly successful Asia Pacific (ex Japan) and Emerging Markets team’s investment activities at Stewart Investors.

Ray Perman was a journalist in London and Edinburgh for thirty years. He was a co-founder of the business magazine Insider Publications and was Chief Executive of Scottish Financial Enterprise from 1999 to 2003. From 2011-17 he was Chairman of The James Hutton Institute, the first institute of its type in Europe dedicated to making new contributions to the understanding of key global issues such as food, energy and environmental security. From 2012-17 Ray was director of the David Hume Institute. In 2017 he became a Fellow of the Royal Society of Edinburgh.

He is the author of The Man Who Gave Away His Island: A Life of John Lorne Campbell of Canna, Hubris: How HBOS Wrecked the Best Bank in Britain and The Rise & Fall of the City of Money.

Claire Marwick CFA is an experienced investment manager currently overseeing Aegon Global Sustainable Equity and International Sustainable Equity funds at Aegon Asset Management since October 2021. Marwick has a strong background in sustainable investing, having worked at Edinburgh Partners Limited from September 2018 to August 2021, where sustainable investment products were developed and Marwick managed the Franklin Japan Fund. Prior roles include serving as a portfolio manager at Martin Currie Investment Management, where notable achievements included managing top-quartile funds and promoting diversity initiatives. Marwick's career began at UBS in various investment banking and research roles, following an educational background that includes an MBA from Harvard Business School and a degree in Astrophysics from the University of Cambridge.

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