Welcome

400 years after the Mayflower landed in Massachusetts, the US stands at another crossroads. As 2020 moves into 2021, the world’s largest economy continues to face unresolved challenges, from its ongoing trade tensions with China to the political, social and economic impact of the Covid-19 pandemic. And all this takes place against a post-election backdrop of uncertainties over the economic outlook and the future path of monetary policy.

So join us at our virtual event on 1 December for a deep dive into the US at this pivotal and exciting time as we debate the developments, explore the opportunities and put the challenges into context. We very much hope you can join us. If you have any further questions, please do get in touch: georgia.davies@mipagency.com

Agenda

2.30pm Welcome
2.35pm T. Rowe Price
2.58pm Brown Advisory
3.21pm Artemis
3.44pm Baillie Gifford
4.07pm Panel discussion
4.30pm Close

Topics

Each speaker will have two parts to their presentation; Part One talking about a particular aspect of the US in a big picture sense, and Part Two talking about their fund.

Part One

Inventories in the economy and how that's influencing stockpicking

Part Two

Artemis US Smaller Companies Fund

Part One

Competing with giant online platforms

Part Two

Baillie Gifford American Fund and US Growth Trust

Part One

Sustainable Investing: Achieving strong returns and positive shareholder outcomes

Part Two

Brown Advisory US Sustainable Growth Fund

Part One

Healthcare

Part Two

T. Rowe Price US Large Cap Growth Fund

Speakers

Cormac Weldon

Fund Manager

Artemis

Cormac has managed Artemis’ US equity strategies since launch. He studied accounting and finance at Dublin City University, graduating in 1987 and joining KPMG.

After moving to Provident Mutual where he was a US equity analyst, Cormac spent two years as a fund manager for the British Gas Pension Fund. He joined Threadneedle in 1997, later becoming head of the North America team and the lead manager of three of its US funds. He moved to Artemis in 2014.

Tom Slater

Fund Manager

Baillie Gifford

Tom is Head of the US Equities Team and is a decision maker for the Long Term Global Growth strategy. He joined Baillie Gifford in 2000 and became a Partner of the firm in 2012.

After serving as Deputy Manager for five years, Tom was appointed Joint Manager of Scottish Mortgage Investment Trust in 2015. During his time at Baillie Gifford he has also worked in the Developed Asia and UK Equity teams. Tom’s investment interest is focused on high growth companies both in listed equity markets and as an investor in private companies. He graduated BSc in Computer Science with Mathematics from the University of Edinburgh in 2000.

Karina Funk

Portfolio Manager; Chair of Sustainable Investing

Brown Advisory

Karina is a partner and co-portfolio manager of the Brown Advisory Large-Cap Sustainable Growth strategy (LCSG). She is also chair of sustainable investing at Brown Advisory.

Karina joined Brown Advisory in 2009 and has extensive investment experience spanning early-stage ventures to debt and public equities. Karina is a respected leader in the investment community having been profiled in many leading financial publications, including Barron’s inaugural list of 100 Most Influential Women in Finance. She and co-portfolio manager David Powell have developed a distinctive fundamental research methodology focused on finding companies at the intersection of positive fundamental and sustainable business drivers. Karina was previously an equity research analyst for Winslow Management Co, a principal at Charles River Ventures, and an investment manager at the Massachusetts Renewable Energy Trust.

Taymour Tamaddon

Lead Portfolio Manager

T. Rowe Price

Taymour Tamaddon is the lead portfolio manager for the T. Rowe Price US Large-Cap Growth Equity Fund. He joined the firm in 2004 after serving as a summer intern with T. Rowe Price in 2003, covering the eye care industry.

Prior to this, Taymour was employed by Amazon.com in the areas of finance and merchandising. He was also a consultant with Booz Allen Hamilton, specializing in the energy industry. Taymour earned a B.S., cum laude, in applied physics from Cornell University. He also earned an M.B.A., with high distinction, from the Tuck School of Business at Dartmouth, where he was an Edward Tuck Scholar. Taymour has earned the Chartered Financial Analyst designation.


Moderator

Gavin Hewitt

Broadcast Journalist

Gavin Hewitt is a broadcast journalist with 30 years’ experience covering major news stories from around the world. His reporting of some of the biggest events of the day has given him a unique perspective on global themes and international affairs impacting business today.

Gavin previously served as the Chief Correspondent at BBC News (2015-2017), during which time he covered the Trump campaign in the United States, and prior to that he covered President Obama’s historic victory in 2008. Before that he was the BBC’s Europe Editor (2009–2015), covering the crisis in Europe. In 2003 he was embedded with the American Third Infantry in Iraq. He reported from Ground Zero after the 9/11 attacks, covered the aftermath of Hurricane Katrina, and was in Berlin the night the Wall came down.

He is the author of The Lost Continent, the inside story of the Euro Crisis. Throughout the book Gavin examines the struggle to save the European project, and how the crisis left communities with the worst unemployment since the thirties. Prior to this Gavin wrote, A Soul on Ice, about his time as a frontline correspondent. Additionally, Gavin is currently writing a book provisionally entitled, The Longest Frontier, about the relationship between Canada and America.

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If you do not wish to be contacted by any of the sponsoring groups following the event, please email georgia.davies@mipagency.com.

Live Event

The virtual event will be available here on the day.

Contact

Should you need any further information please contact georgia.davies@mipagency.com