22 January - 30 January 2018

Delivering performance through active management


We are delighted to announce the dates for the 2018 Alpha Generator's Roadshow, now in its ninth consecutive year.

This winter, several fund managers from four of the industry's leading investment houses will be on the road again, touring the country to promote the benefits of active investment management in generating alpha and engaging in a panel discussion, chaired by Square Mile and RSMR.

The roadshow will run from Monday 22nd January to Tuesday 30th January, and will stop at the following locations - Edinburgh, Harrogate, Knutsford, Birmingham, Bristol, Exeter, Bournemouth, London and Newmarket.

If you have any queries, please email alphagenerators@mipagency.com.

Attending this event will count towards your Continuous Professional Development (CPD).

Sponsors & Topics

BMO Global Asset Management

UK mid cap: why an active approach to UK equities is key in the current environment of stretched valuations

Evidenced by his track record, Tom Wilson explains why taking time to research stocks that others are overlooking can offer the greatest rewards when combined with a disciplined approach to quality and valuation. With valuations in many stocks stretched, we believe now is the time to take an active approach to your UK equity allocation.

First State

China investment themes

In 2017, China's equity markets witnessed a turn in investor sentiment, as the economy showed signs of stabilisation and companies reported better-than-expected earnings. Against this backdrop, Quanqiang Xian and Winston Ke discuss the First State Stewart Asia team's bottom-up stock-picking approach and highlight a few companies that they find attractive in the current climate.


Emerging markets & the goldilocks sweet spot

Since the major inflection point in the first quarter of 2016, emerging markets have now outperformed developed markets in 6 of the last 8 quarters.

Ewan Thompson, Neptune's Head of Emerging Markets, will discuss why he believes emerging markets are in somewhat of a ‘goldilocks' sweet spot, with low inflation and increasing growth driving a cyclical recovery. While global macro conditions are extremely supportive, the significant outperformance of emerging markets throughout 2017, alongside a strong dollar, proves that this comeback is different to what we have witnessed before; it is much more than a macro story. Further, valuations remain at a discount to developed markets.

T. Rowe Price

US equity – Investing on the right side of change

The US is a haven for innovative companies with disruptive technologies. We explore how US companies are using game changing technologies and processes to disrupt industries and take share from traditional players. As the magnitude and pace of change is accelerating and transforming industries and economies, successful investors must separate winning companies from losers.


Thomas Wilson, Fund Manager

BMO Global Asset Management

Thomas is a fund manager in the European equities team, focusing principally on UK investments. He is a fund manager on the F&C UK Mid-Cap Fund and F&C UK Alpha Fund. He joined the firm in September 2007. Thomas graduated with a BSc in Economics from the University of Southampton, holds the IMC and is a CFA charterholder.

Winston Ke, Portfolio Manager

First State Stewart

Winston is a Portfolio Manager at First State Stewart Asia, part of First State Investments. Winston has more than ten years of investment experience, focused on Greater China Equities and is lead manager of the First State All China Fund. He joined the team in April 2015 and is based in Hong Kong. Winston graduated from Nanjing University with a BA and an MA in Economics and is also a CFA charterholder.

Quanqiang Xian, Portfolio Manager

First State Stewart

Quanqiang Xian is a Portfolio Manager at First State Stewart Asia, part of First State Investments. Quanqiang has more than 21 years of investment experience and is focused on the Greater China equity markets. He joined the FSSA team in June 2006 and is based in Hong Kong. Quanqiang is the lead manager of the First State China Focus Fund and the First State China A Shares Fund. He is also co-manager of the First State China Growth Fund and the First State Greater China Growth Fund. Quanqiang holds a Bachelor of Business Administration degree from the National University of Singapore and a Masters in Finance degree from the London Business School. He is also a CFA charterholder.

Ewan Thompson, Head of Emerging Market Equities


Ewan is an Investment Director and Head of Emerging Market Equities. He is Fund Manager of the Neptune Emerging Markets Fund and the Neptune China Fund. He also acts as an Assistant Manager on the Neptune India Fund, the Neptune Russia & Greater Russia Fund and the Neptune Latin America Fund. Ewan previously worked as an Editor for Yale University Press, having graduated from Oxford University with first class honours in English in 2003. He joined Neptune in February 2006 and is a CFA charterholder.

Julian Cook, US Equity Portfolio Specialist

T. Rowe Price

Julian is a Vice President of T. Rowe Price International Ltd and a Portfolio Specialist in the Equity Division. Prior to joining T. Rowe Price in 2016, he was the Head of US Equity Sales in Europe for Morgan Stanley and Macquarie. Julian earned a BA (hons) in Banking, Insurance and Finance from the University of Wales, Bangor. He has also earned the Chartered Financial Analyst designation.


Mark James, Client Relationships Director

Square Mile

Mark works very closely with both our existing and potential clients and builds strong and lasting relationships with them. He is a member of the Executive Management Team, which provides input into the strategic direction of the business. Mark joined the UK retail financial services market in 1980 with L&G. He has held a number of roles within Life Companies including the Management of a team of Investment Development Managers at General Accident & Norwich Union with responsibility for the sales relationship between the Life Company and Asset Management house. In 2002 Mark joined Investec Asset Management where he progressed to become Sales Director of the UK operation and where he established a strategic alliance focus on Life Assurance Companies and Platforms. In 2010 he established a consultancy business where he advised a range of clients.

Jamie Farquhar, Director of Business Development

Square Mile

Jamie is responsible for business development, with a particular focus on our Managed Portfolio Service. He is a member of the Executive Management Team, which provides input into the strategic direction of the business. Jamie joined Square Mile from JPMorgan Asset Management where he was Head of Strategic Relationships. He has more than 25 years industry experience, starting at F&C Asset Management in 1987 where he became Head of UK Retail. Jamie was also Head of Investments at Bankhall Investment Associates, part of the Skandia group and Head of Investment Proposition at Aviva Wrap.

Jon Lycett, Business Development Manager


In his role as Business Development Manager, Jon focuses on key relationships with both new and existing advisory client firms. Jon joined RSMR from Macmillan Cancer Support, where he led in the development of a unique financial guidance service tailored to the needs of cancer patients and their families.

Before this, Jon spent many years in various roles at HSBC, latterly as UK Sales Manager for HSBC Global Asset Management. He brings a wealth of relationship management experience – having worked with investors, advisers, wealth managers and DFM's.

Jon travelled internationally in his role at HSBC, but some years ago made the decision to return to his Yorkshire roots to be closer to his family. Jon lives in a small village in Wharfedale with his partner and young son and outside of work he enjoys family life, rugby league, real ale and live music.