School of Business hosts successful Investment Conference 2018

Posted by pm357 at Mar 02, 2018 08:55 AM |
The University of Leicester School of Business hosted an Investment Conference in partnership with Asset Intelligence Research on Wednesday 21 February 2018 in the Peter Williams Lecture Theatre, University of Leicester.
School of Business hosts successful Investment Conference 2018

Neil Gregson (JP Morgan), Dan Lane (Fidelity), Michael Clough (Asset Intelligence), Simona Calatozzo (Santander)

The conference provided students at the university with the opportunity to learn about current trends in the investment industry, looking closely at investing in Asia, the investment case for natural resources and commodities, whilst also being provided the chance to find out how they can become more employable.

This is the second Investment Conference hosted by the School of Business and was originally a joint idea by Daniel Ladley, Professor of Finance at the University of Leicester School of Business, and Robert Love, Director of Asset Intelligence Research. Over the past five years, Asset Intelligence Research, an independent investment research provider based in Leicester, has developed strong links with the School of Business as a local partner including taking on interns from the University of Leicester. The School has benefited greatly from Asset Intelligence Research’s contacts, for example, organisations including Goldman Sachs and BlackRock have previously shared their current industry insight with students.

This year, the conference organised by the School of Business (ULSB) Careers Team and Chaired by Dr Hiroyuki Nakata, Deputy Director of Postgraduate Studies at the School of Business, saw representatives from Fidelity International, JP Morgan UK, Santander UK and Asset Intelligence Research deliver talks and take part in a Q&A session with hundreds of postgraduate and undergraduate students, primarily from the School of Business, in attendance.

Dr Nakata explains how the event was a success: “The conference went very well. Students enjoyed varied and hot topics of the talks, and the event enabled them to develop a more concrete idea about careers in the finance industry by meeting real people. Also, both students and speakers enjoyed a very active Q&A session, boasting a wide array of excellent questions. Special thanks go to organisers, the ULSB Careers Team and Robert Love and Michael Clough from Asset Intelligence, as well as to Dan Lane (Fidelity), Neil Gregson (JP Morgan), alumna Simona Calatozzo (Santander), and the students.”

Simona, as an alumna of the School of Business, was able to provide a fascinating insight into careers within the industry. She was also able to detail her journey from studying for a MSc in Financial Risk Management student at the University of Leicester in 2014/15 to Senior Modelling Analyst at Santander UK highlighting a pathway to working in the investment industry for our students to identify their next steps in their careers.

Robert Love added: “The event continues to be exciting and relevant to students, particularly those looking to pursue a career in the financial industry although it was interesting to see that it was also attended by students from other faculties who thought the subject matter was of benefit”.

“It was fantastic to be able to bring senior individuals from industry into the University. They managed to cover a range of different topics giving students insight into a number of areas. The topics seemed to spark interest given the number of questions put to the speakers following the presentations in the Q&A session. The Fidelity talk on prospects for Asia in the year of the dog was fascinating and we felt particularly resonant with students who were familiar with a lot of the companies and mobile applications cited.”

There were a wide range of questions from students including: regulations, Brexit and its impact on markets, how finance theory and learning in the class room can be applied in practice, what students need to do to enter the investment industry, the move towards electric vehicles and its impact on fuel markets and China's move towards an app driven society and whether this could happen outside of China.

Students were provided with some great careers advice to help them become more employable, including being told to seek any opportunity to gain experience in the field they are interested in and also to subscribe to industry journals to learn more about current trends and industry hot topics.

The chance to network afterwards with the guest speakers proved an invaluable section of the conference. Student feedback was extremely positive, with one MSc Accounting and Finance student saying “The conference demystified the finance sector, making it accessible through the interactions of the speakers.” Another student, on our MSc Finance degree added “It was a good opportunity to hear from a range of people working in the finance industry and to hear about the real situation in the markets.

Asset Intelligence Research currently have an internship position advertised with the University of Leicester for those interested in their work and considering a career in investment research. They will also shortly be looking to launch an exciting research project in partnership with the University of Leicester where a student will be offered the chance to work with them on an MPhil research programme supported by the University.


Conference Chair

Dr Hiroyuki Nakata

Deputy Director of Postgraduate Studies and Diversity Champion — University of Leicester School of Business

Dr Hiroyuki Nakata obtained his BA and MA in Economics from Kyoto University, Japan and gained a PhD (Economics) from Stanford University in 2001. He has held positions at the Universities of Essex and Tokyo as well as gained work experience in the banking industry in Japan.

He joined the School in 2014, teaching corporate finance to both undergraduates and postgraduates. His current research focuses on the foundations and roles of beliefs (probabilistic and non-probabilistic) on the financial markets and the real economy and the financial instruments and markets (including insurance) against rare disasters.

Asset Intelligence

A UK independent financial research provider offering a wide range of specialised research partnerships to small and large financial organisations and networks. Specialisms range from investment selection, asset allocation and portfolio construction, through to business process advice and support.

Michael Clough:

Investment Analyst — Asset Intelligence

Michael is an investment analyst and member of the team responsible for investment fund selection and portfolio construction. After graduating, Michael joined Asset Intelligence Research and began studying towards the Chartered Financial Analyst (CFA) qualification. Michael has a masters degree in Financial Economics and an undergraduate degree in Mathematics with Economics, from the University of Leicester.

Guest Speakers

Dan Lane:

Investments Writer and Propositions Manager — Fidelity International

Dan Lane Joined Fidelity in 2014 as a business management graduate. He is currently a manager and investment writer in Fidelity’s personal investing business, with a background in institutional writing and research.

Dan has a BA (Hons) in Politics and Modern Languages from the University of Bath and a PGCE in English from Canterbury Christ Church University.

Neil Gregson:

Managing Director — JP Morgan UK

Neil is a portfolio manager in the International Equity Group based in Lon-don, and is a member of the team responsible for global natural resources mandates. Neil joined the team in September 2010 from CQS Asset Management where he was a Senior Portfolio Manager and Head of the Long-Only Business, with particular focus on the natural resources sector. Prior to this, Neil was the head of Emerging Markets at Credit Suisse Asset Management where he managed gold and resource equity funds. Neil began his career holding various positions at mining and resource companies, including a role as a mining investment analyst at South African company Gold Fields. He is a qualified mining engineer and holds a BSc in Mining Engineering from Nottingham University.

Simona Calatozzo:

Senior Modelling Analyst — Santander UK

Simona has a BSc in Banking Financial and Insurance Economics from the University of Messina, Italy. In 2013, Simona moved in UK and in 2014/15 she studied an MSc in Financial Risk Management at the University of Leicester, where she graduated with Merit.

Simona worked as a risk analyst at AIB UK, in the Model Development team. She has recently joined the Decision Science team of Santander UK. She is specialised in the development of credit risk models using programs such as SAS, Teradata SQL or VBA.