05 October 2021
Digital Event
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15.30

Second Buyside Bonanza Event

****** AIR MEMBERS-ONLY EVENT ******

 

This unique event format offers all IROs the perfect opportunity to exchange views with selected representatives from the Buyside in an exclusive setting. We are delighted to welcome seven top-class Buyside panelists from BlackRock, Capital Group, Fidelity International, Fidelity Management & Research, Norges Bank Investment Mgmt, T. Rowe Price and Wellington Management.

 

Our Buyside Panelists

 

Valentina Barnfather is European Head of Corporate Access atCapital Grouphaving joined in March 2019. She has over 12 years of corporate access experience gained whilst working on the sell-side at Redburn. Before that she was an equity analyst at J.P.Morgan having first qualified as an Chartered Accountant with KPMG. She holds a master’s degree in Psychology from the University of Edinburgh. Valentina is based in London.

Karen Harley is a Corporate Access Associate at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.

Patricia Lefranc is Global Head of Corporate Access at Fidelity International, based in London. Patricia was previously Head of Corporate Access, EMEA, at J.P. Morgan and UBS. Patricia was also Head of Investor Relations at Orange SA. Patricia holds a European Master in BA from ESCP Europe.

Caroline Preston is a vice president of T. Rowe Price International Ltd and is Corporate Access Manager in the Equity Division. In this role, Caroline is responsible for establishing and implementing in-house corporate access strategies in partnership with the investment professionals for EMEA and APAC. Caroline has over 18 years’ experience in Financial Services, and prior to joining T. Rowe Price she was Executive Director at J. P. Morgan Securities within the EMEA Corporate Access team. She earned a BA (Hons) in French and Politics from the University of Bristol.

Hugo Sanders is the director of Corporate Access and Research Services. He is responsible for building out and overseeing a global corporate access and research services function for Wellington Management. This involves the coordination and management of access to corporates and experts globally in partnership with investors. It also includes on- and off-site meetings, site visits, conference calls, roadshows, investment conferences and bespoke field trips. Hugo also represents the firm to investor relations contacts when appropriate. In addition, he oversees the research services and data teams which manage the full life cycle of external research providers and market data providers including procurement, negotiation of services, due diligence, evaluation and relationship management.

Ellie Tinto is Head of the Corporate Solutions Team for BlackRock EMEA. Corporate Solutions sits in the BlackRock Capital Markets group (BCM). Covering the full spectrum of public and private markets, BCM offers a centralized function for sourcing and syndication, financing, co-investment and corporate solutions activities. Ellie has 16 years’ experience of working in corporate access, beginning with her role as an originator at Société Générale in London. She joined Sanofi Investor Relations team in 2010 where she was tasked with driving European and US investor engagement through targeting and strategic outreach.

Edward Young is Head of Corporate Access at Norges Bank Investment Management. He joined NBIM in July 2017 after 10 years on the sell-side across Equity Capital Markets and Advisory roles at both Barclays and RBS. Ed has a Bachelor’s Degree in Modern Languages from the University of Bristol.

This event is held in collaboration with the investor relations associations of Switzerland (IR club.ch) and Spain (AERI) .