Peter Spiller,
Co-CIO
Prior to founding CGAM in 2000. Peter was a partner and strategy director at Cazenove & Co and a US equity investor at Capel Cure & Myers. Peter has managed Capital Gearing Trust plc since 1982.
Chris Clothier,
Co-CIO
​Chris joined CGAM in 2015 and is the co-manager of the funds. Previously he was a director of IPGL Ltd, a private investment vehicle with a range of public and private interests.
Emma Moriarty,
Portfolio Manager
Emma joined CGAM in 2022. Before joining, she worked as a macroeconomist at the Bank of England for eight years, focusing on risks in financial markets.
Schedule
9:00 AM
Registration & Breakfast
09:35 AM
Our Inflation Outlook: Energy, Interest Rates, and What Comes Next
Peter Spiller, Co-Chief Investment Officer​
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10:15 AM
Q&A followed by Coffee Break​
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11:10 AM
Q&A
09:30 AM
Welcome
09:55 AM
Index-Linked Bonds vs Nominals: Why They Outperform, What Happened, and How Duration Works
Chris Clothier, Co-Chief Investment Officer
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10:50 AM
Country, Currency, and hedging: how to choose the best 'flavour' for your portfolio
Emma Moriarty, Portfolio Manager
11:30 AM
Closing comments