22 years of equity investment, stock broking and capital markets experience in Emerging Markets. Most significant experience (15 years) is in the stock markets of Eastern Europe. 8 years as an equity fund manager specialising in Eastern Europe. 7 years as a Head of Research/Equities. More recently specialised in global cross asset allocation, including consideration of real estate. Detailed knowledge of macroeconomics in Eastern Europe and factors driving future growth and risks arising. Engaged presently to drive CEE Regional Research output and engage with internal and external clients. Most happy when generating original ideas and imparting my knowledge to others, thus learning via debate and interaction.
Previously attended as speaker on the following Portfolio conferences:
